MACDOUGAL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MACDOUGAL FAMILY FOUNDATION (EIN 36-4145290)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201931289349101283
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T19:28:10-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MAJIC CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 W LAKE ST SUITE 101LL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606611410 | 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 | 364145290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MACDOUGAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 3128220365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE RM/STE 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLENE GEHM MACDOUGAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3128220365 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH MAJIC | PreparerPersonNm |
| PTIN | P00089615 | PTIN |
| Phone | 3122349500 | PhoneNum |
| Preparation | 2019-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-08 | IPDt |
| IP Tm | 19:28:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C31A8EC2A33DED74E1585005B3581F7861D4C6B0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67230CC400BB23F1FE92A45E7CEEFAE9C7197272 | 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 | $1,751,905 | 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 | $34,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,024 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,141 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,226 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,226 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,749 | CashBOYAmt |
| Cash EOY | $49,076 | CashEOYAmt |
| Cash EOYFMV | $49,076 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,150 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $914,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $920,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,701,679 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $996,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,751,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $996,711 | UnrestrictedBOYAmt |
| Unrestricted EOY | $971,218 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $996,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $996,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $996,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,493 | ExcessRevenueOverExpensesAmt |
| Subtotal | $971,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $971,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB S&P 500 INDEX FD: SWPPX | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-10-25 | AcquiredDt |
| Sold | 2018-09-17 | SoldDt |
| Gross Sales Price | $60,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,218 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,782 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,782 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,031 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,763,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,443 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,585,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,553 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,610,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,582,708 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049346 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,394,433 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048951 | DistributionYr5Rt |
| Total Distribution | 0.262953 | TotalDistributionRt |
| Average Distribution | 0.052591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,911,622 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,534 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $653 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,826 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,307 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,307 | SubtotalAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,150 | TotalPaymentsAndCreditsAmt |
| Tax Due | $157 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLENE GEHM MACDOUGAL | IndividualWithBooksNm |
| Phone | 3128220365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N LAKE SHORE DRIVE APT 3611 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLENE GEHM MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL | ||||||||
| 505 N LAKE SHORE DRIVE APT 3611 | CHICAGO | IL | 60611 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| GARY MACDOUGAL JR | ||||||||
| 268 LAUREL AVENUE | HIGHLAND PARK | IL | 60035 | VP-SECRETARY | 000.00 | $0 | $0 | $0 |
| MICHAEL MACDOUGAL | ||||||||
| 951 OAK KNOLL DRIVE | LAKE FOREST | IL | 60045 | VP-TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,883,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,940,733 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,940,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,911,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,307 | TotalTaxAmt |
| Distributable Before Adj | $94,274 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,274 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,274 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,826 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,826 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $90,826 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,274 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $70 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,826 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,826 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,448 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,448 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,026 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,225 | ExcessFromYear3Amt |
| Excess From Year2 | $9,677 | ExcessFromYear2Amt |
| Excess From Year1 | $9,124 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2016 MAAT ORGANIZATION | |||||||
| 3763 S WABASH | CHICAGO | IL | 60653 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| AMERICAN LEGISLATIVE EXCHANGE | |||||||
| 200 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 |
| ANIMAL EDUCATION AND RESCUE | |||||||
| 813 FULLER ROAD | GURNEE | IL | 60031 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $285 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE N | WASHINGTON | DC | 20001 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHICAGO COUNCIL ON GLOBAL RELATIONS | |||||||
| 180 N STETSON AVE 1400 | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHICAGO SHAKESPEARE | |||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| CHURCH OF THE ASCENSION - CHICAGO | |||||||
| 1133 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,440 |
| CITADEL THEATER | |||||||
| 300 S WAUKEGAN | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| COURT THEATRE | |||||||
| 5535 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| FACE FOUNDATION | |||||||
| 10505 SORRENTO VALLEY ROA | SAN DIEGO | CA | 92121 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF LAKE F | |||||||
| 700 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| FRIENDS OF ST BARTH'S CHURCH | |||||||
| PO BOX 6199 | FAIR HAVEN | NJ | 07704 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $600 |
| FRIENDS OF THE PARKS CHICAGO | |||||||
| 17 N STATE STREET 1450 | CHICAGO | IL | 60602 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $200 |
| GRANT PARK ORCHESTRA ASSOCIATION | |||||||
| 205 EAST RANDOLPH ST | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $100 |
| HEARTLAND INSTITUTE | |||||||
| ONE S WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| HUDSON INSTITUTE | |||||||
| 1015 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| ILLINOIS POLICY INSTITUTE | |||||||
| 190 S LASALLE ST | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| IRISH REPERTORY THEATRE | |||||||
| 132 W 22ND ST 2 | NEW YORK | NY | 10011 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| LAKE FOREST - LB HISTORICAL SOCIETY | |||||||
| 361 E WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| LAKE FOREST HIGH SCHOOL | |||||||
| 1285 N MCKINLEY RD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| LAKE FOREST OPEN LAND | |||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $570 |
| LANDMARK WEST | |||||||
| 45 W 67TH STREET 1 | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $150 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $175 |
| LONDON CENTER FOR PUBLIC POLICY | |||||||
| 10 WEST STREET | NEW YORK | NY | 10004 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| LYRIC OPERA CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MAC DOUGALL OF DUNOLLIE | |||||||
| DUNOLLIE MUSEUM | OBAN | IL | 60611 | NONE | CHARITY | GENERAL OPERATION SUPPORT | $2,500 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MINT THEATRE CO | |||||||
| 311 W 43RD STREET | NEW YORK | NY | 10036 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH ST 6 | NEW YORK | NY | 10010 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,500 |
| NEW YORK PHILHARMONIC ORCHESTRA | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $750 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| NEXT GENERATION BULGARIA FUND | |||||||
| 64 SUMMIT AVE | BRONXVILLE | NY | 10708 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20077 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| REDUCE INFECTIOUS DEATHS | |||||||
| 5 PARTRIDGE HOLLOW ROAD | GREENWICH | CT | 06831 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $250 |
| SHEDD AQUARIAN | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $113 |
| SOAR | |||||||
| 244 EAST PEARSON ST 102 | CHICAGO | IL | 60611 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $300 |
| SPIRIT OF '67 FOUNDATION | |||||||
| 300 S WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| ST THOMAS CHURCH | |||||||
| 1 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $4,000 |
| STATE POLICY NETWORK | |||||||
| 1655 N FT MYER DR | ARLINGTON | VA | 22209 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| STRIVE ORGANIZATION | |||||||
| 240 EAST 123RD ST | NEW YORK | NY | 10035 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| THE ALEX FUND | |||||||
| 63 BENEDICT AVE | TARRYTOWN | NY | 10591 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| THE METROPOLITAN OPERA GUILD | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| TOM GOLD DANCE COMPANY | |||||||
| 51 WEST 81ST STREET | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| VISITING NURSES NY | |||||||
| 2345 BROADWAY | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $500 |
| AMERICA FOR BULGARIA FOUNDATION | |||||||
| 14007 S BELL ROAD | HOMER GLEN | IL | 60491 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $3,350 |
| AMERICAN LEGISLATIVE EXCHANGE | |||||||
| 2900 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $300 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| BARRY A MURPHY FUND | |||||||
| 28 FERN LANE | SAN ANSELMO | CA | 94960 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| BETTER GOVERNMENT ASSOCIATION | |||||||
| 223 W JACKSON | CHICAGO | IL | 60606 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $338 |
| CLAIRMONT INST | |||||||
| 1317 W FOOTHILL BLVD | UPLAND | CA | 91786 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| COMMUNITY FUNDS | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| EAST GRAND RAPIDS SCHOOL FOUNDATION | |||||||
| 2915 HALL ST | GRAND RAPIDS | MI | 49506 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,100 |
| FORWARD MOMENTUM CHICAGO | |||||||
| 1520 S STATE G-01 | CHICAGO | IL | 60605 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| FRIENDS OF LAKE FOREST PARKS & REC | |||||||
| 400 HASTINGS ROAD | LAKE FOREST | IL | 60045 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $450 |
| FRIENDS OF ST BARTHOLOMEW ANGELICA | |||||||
| 106 RIVER ROAD | RUMSON | NJ | 07760 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| HARVARD CLUB OF CHICAGO | |||||||
| PO BOX 350 | KENILWORTH | IL | 60043 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $10,055 |
| IRISH REP CAPITAL CAMPAIGN | |||||||
| 132 W 22ND ST 2 | NEW YORK | NY | 10011 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| JEFFREY I BERKEWITZ PUBLIC BROADCA | |||||||
| 1002 AUSTIN STREET | EVANSTON | IL | 60202 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,400 |
| MEMORIAL SLOAN-KETTERING CANCER CEN | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,000 |
| PROJECT HOOD HELPING OTHERS | |||||||
| 6330 S KING DR | CHICAGO | IL | 60637 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| THE ARTISTIC HOME THEATRE | |||||||
| 1376 W GRAND AVE | CHICAGO | IL | 60642 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $2,500 |
| THE AUTHORS GUILD FOUNDATION | |||||||
| 31 E 32ST ST | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $750 |
| THE FRICK MUSEUM | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $650 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASS AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 10455 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATION SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,476 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,024 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 | $188,976 | $340,382 |
| SPDR TRUST | $732,016 | $1,361,297 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| IL FILING FEE | $15 | $25 |
| ANNUAL REPORT FEE | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,141 | Amt |
| Net Investment Income | $1,141 | NetInvestmentIncomeAmt |