BETA

THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201941309349102169
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T12:50:49-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363184453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHIFF HARDIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DR SUITE 6600AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367156974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GALLAGHER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O D STETTER-SCHIFF HARDIN LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGALLBusinessNameControlTxt
Phone8472718803PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE SUITE 7100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY C JOHNSONPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6302853601PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA L STETTERPreparerPersonNm
PTINP00986927PTIN
Phone3122585500PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.28.165.8IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm12:50:30IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD117652606269C3C8FF1ED8CBE6610282FCC9CEEAtSubmissionCreationDeviceId
At Submission Filing Device IdD117652606269C3C8FF1ED8CBE6610282FCC9CEEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,148,245FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$303InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,429DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,537NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$658,655GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,537CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,973TotalRevAndExpnssAmt
Total Net Invst Incm$70,973TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,636LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,547OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$707,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$707,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$714,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$707,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$643,510ExcessRevenueOverExpensesAmt
Net Investment Income$70,973NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,197SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,012SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,012SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$258,175CorporateStockBOYAmt
Corporate Stock EOY$258,175CorporateStockEOYAmt
Corporate Stock EOYFMV$2,121,233CorporateStockEOYFMVAmt
Other Investments BOY$635,325OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$928,697TotalAssetsBOYAmt
Total Assets EOY$285,187TotalAssetsEOYAmt
Total Assets EOYFMV$2,148,245TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$928,697UnrestrictedBOYAmt
Unrestricted EOY$285,187UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$928,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$285,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$928,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$285,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$928,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$643,510ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$285,187SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$285,187TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD FTSE ALL WORLD ETFPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$658,655GrossSalesPriceAmt
Cost Or Other Basis$650,118CostOrOtherBasisAmt
Gain Or Loss$8,537GainOrLossAmt
Gains Minus Excess Or Losses$8,537GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,537CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$799,008AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,942,720NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.271520DistributionYr1Rt
Adjusted Qlfy Distri Yr2$588,833AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,985,151NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.197254DistributionYr2Rt
Adjusted Qlfy Distri Yr3$599,094AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,332,917NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.179751DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,233,782AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,963,182NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.206900DistributionYr4Rt
Adjusted Qlfy Distri Yr5$547,135AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,839,506NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.113056DistributionYr5Rt
Total Distribution0.968481TotalDistributionRt
Average Distribution0.193696AverageDistributionRt
Net Vl Noncharitable Assets$2,629,029NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$509,232AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$710NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$509,942AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$707,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$710InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$710SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$710TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,008EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,008TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$298OverpaymentAmt
Applied To ES Tax$298AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCECILE WOOSTERIndividualWithBooksNm
Phone8472718803PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2500AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY G JOHNSON
1030 GREENWOODWILMETTEIL60091TRUSTEE1.00$0$0$0
JENNIFER A GALLAGHER
600 WINDSOR DRIVEGLENVIEWIL60025TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,653,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,669,065TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,669,065AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,629,029NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$710TaxBasedOnInvestmentIncomeAmt
Total Tax$710TotalTaxAmt
Distributable Before Adj$130,741DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$130,741DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$130,741DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$707,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$707,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$710PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$706,790AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$130,741DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$307,908ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$541,493ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$434,260ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$441,909ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$653,856ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,379,426TotalExcessDistributionCyovAmt
Qualifying Distributions$707,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$130,741AppliedToCurrentYearAmt
Remaining Distri From Corpus$576,759RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,956,185TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$307,908ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,648,277ExcessDistriCyovToNextYrAmt
Excess From Year4$541,493ExcessFromYear4Amt
Excess From Year3$434,260ExcessFromYear3Amt
Excess From Year2$441,909ExcessFromYear2Amt
Excess From Year1$653,856ExcessFromYear1Amt
Excess From Current Year$576,759ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCECILE WOOSTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2500AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34230ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472718803RecipientPhoneNum
Recipient Email AddressCECIWOOSTER@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTS ONLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
PO BOX 565AGOURA HILSCA91376NONEPUBLIC CHARITYMEDICAL$10,000
ANNUAL CATHOLIC APPEAL
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$25,000
ARMENIAN RELIEF MISSION
PO BOX 571WINNETKAIL60093NONEPUBLIC CHARITYFAMILY SRVICES$20,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET STE 900CHICAGOIL60607NONEPUBLIC CHARITYFAMILY SERVICES$25,000
BOYS HOPE GIRLS HOPE
827 GAFFIELD PLEVANSTONIL60201NONEPUBLIC CHARITYFAMILY SERVICES$50,000
BROOKLINK
N105 W20939 OAK LANEGERMANTOWNWI53022NONEPUBLIC CHARITYFAMILY SERVICES$25,000
CAPE MISSION
PO BOX 2WATERLOOWI53594NONEPUBLIC CHARITYMINISTRY$25,000
CATHOLIC CHARITIES LOSS
708 CHURCH STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$5,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$25,000
CATHOLIC RELIEF SERVICES INC
228 W LEXINGTON STBALTIMOREMD21201NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$50,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYCULTURAL$35,000
CHICAGO JESUIT ACADEMY
5058 WEST JACKSON BLVDCHICAGOIL60644NONEPUBLIC CHARITYEDUCATIONAL$17,500
CHILDREN'S TUMOR FOUNDATION
120 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYMEDICAL RESEARCH$10,000
CHRIST THE KING SCHOOL
5088 W JACKSON BLVDCHICAGOIL60644NONEPUBLIC CHARITYEDUCATIONAL$25,000
CYSTIC FIBOSIS FOUNDATION
150 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYMEDICAL RESEARCH$25,000
EMMAUS MINISTRIES
4201 N TROY STCHICAGOIL60618NONEPUBLIC CHARITYRELIGIOUS$20,000
ERIKA'S LIGHTHOUSE
897 1/2A GREEN BAY RDWINNETKAIL60093NONEPUBLIC CHARITYCOMUNITY AND FAMILY SERVICES$10,000
INNER CITY IMPACT
3327 W FULLERTONCHICAGOIL60647NONEPUBLIC CHARITYFAMILY SERVICES$25,000
JOSEPHINUM ACADEMY
1501 N OAKLY BLVDCHICAGOIL60622NONEPUBLIC CHARITYEDUCATIONAL$22,500
MARKLUND CHILDREN'S HOME
1 S 450 WYATT DRGENEVAIL60134NONEPUBLIC CHARITYFAMILY SERVICES$100,000
MASSAI GOOD SALVAGE OUTREACH ORGANIZATION
127 LIBERTY AVENUEPT JEFFERSONNY11777NONEPUBLIC CHARITYCOMMUNITY OUTREACH$7,500
MISERICORDIA
6300 N RIDGE AVENUECHICAGOIL60660NONEPUBLIC CHARITYFAMILY SERVICES$25,000
NEW FOUNDATION OF HOPE
8144 SOUTH KEDZIE AVENUECHICAGOIL60652NONEPUBLIC CHARITYMEDICAL CARE$15,000
OPERATION WARM
6 DICKENSON DRIVECHADDS FORDPA19317NONEPUBLIC CHARITYFAMILY SERVICESEDUCATIONAL$25,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONEPUBLIC CHARITYEDUCATIONAL$25,000
UNIVERSITY OF SOUTHERN CALIFORNIA
851 DOWNEY WAYLOS ANGELESCA90089NONEPUBLIC CHARITYEDUCATIONAL$25,000
USO OF ILLINOIS
333 S WABASHCHICAGOIL60604NONEPUBLIC CHARITYMILITARY NEED$20,000
YOUTH CHORAL THEATRE
708 CHURCH STREETEVANSTONIL60201NONEPUBLIC CHARITYCULTURAL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$707,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$303ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,133ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,537ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,973ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,973TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock28,782 SHARES ARTHUR GALLAGHER & COStockNm
EOY Book Value$258,175EOYBookValueAmt
EOYFMV$2,121,233EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySCHIFF HARDIN LLPCategoryTxt
Legal Fees$4,636LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$1,375$0$0
BANK FEES$172$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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