BETA

RICHARD AND MARY L GRAY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RICHARD AND MARY L GRAY FOUNDATION (EIN 36-3485580)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201743129349100849
Schema version
2016v3.0
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)
Return2017-11-08T14:09:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363485580EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD AND MARY L GRAY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone3126428877PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 N MICHIGAN AVE NO 3800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606111802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD GRAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3126428877PhoneNum
Signature2017-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHYLLIS GANNONPreparerPersonNm
PTINP00916845PTIN
Phone8475177070PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,132,913FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$315,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$311,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,121,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,653,945GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,118,125CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$39,066OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$32,045OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,476,258TotalRevAndExpnssAmt
Total Net Invst Incm$1,461,422TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,620AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,620AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$77,420OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,420OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$12,483InterestRevAndExpnssAmt
Interest Net Invst Incm$11,795InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$47,101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,101TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,404OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,722OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$54OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$128,658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$707,535ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$507,535ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$881,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$128,658TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$507,589TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$594,695ExcessRevenueOverExpensesAmt
Net Investment Income$1,332,764NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$512,036SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$504,118SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$504,118SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,164,349USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,200,030USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,180,517USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,179,061CorporateStockBOYAmt
Corporate Stock EOY$9,846,511CorporateStockEOYAmt
Corporate Stock EOYFMV$11,789,589CorporateStockEOYFMVAmt
Other Assets BOY$2,730,807OtherAssetsBOYAmt
Other Assets EOY$2,658,689OtherAssetsEOYAmt
Other Assets EOYFMV$2,658,689OtherAssetsEOYFMVAmt
Total Assets BOY$13,586,253TotalAssetsBOYAmt
Total Assets EOY$14,209,348TotalAssetsEOYAmt
Total Assets EOYFMV$16,132,913TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$13,586,253UnrestrictedBOYAmt
Unrestricted EOY$14,209,348UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$13,586,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,209,348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,586,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,209,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,586,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$594,695ExcessRevenueOverExpensesAmt
Other Increases$28,400OtherIncreasesAmt
Subtotal$14,209,348SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,209,348TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,500 SHS AMERICAN INTL GROUPP2013-01-282016-12-14$98,448$55,912$42,536$42,536
600 SHS AMERICAN INTL GROUPP2012-10-262016-12-14$39,379$20,877$18,502$18,502
2,200 SHS APPLIED MATERIALSP2009-07-312016-08-09$58,961$30,491$28,470$28,470
9,000 SHS APPLIED MATERIALSP2010-02-082016-08-09$241,206$110,732$130,474$130,474
3,800 SHS APPLIED MATERIALSP2010-03-032016-08-09$101,842$47,209$54,633$54,633
16,000 SHS APPLIED MATERIALSP2015-09-042016-08-24$476,880$246,829$230,051$230,051
7,300 ANADARKOP2015-09-042016-05-04$360,027$501,630-$141,603-$141,603
.3 SHS CHARTER COMMUNICATIONSP2015-11-032016-05-18$68$62$6$6
6,500 SHS GENERAL ELECTRICP2016-10-192016-12-14$206,120$189,010$17,110$17,110
2,500 SHS ILLINOIS TOOL WORKSP2009-01-292016-05-12$261,393$84,279$177,114$177,114
3,700 SHS JPMORGAN CHASEP2004-07-202016-11-08$259,928$134,318$125,610$125,610
6,300 SHS UNILEVER (GB SHS) ADRP2010-04-282016-03-04$278,825$184,754$94,071$94,071
2,700 SHS UNILEVER (GB SHS) ADRP2010-09-282016-03-04$119,496$78,597$40,899$40,899
4,800 SHS VISA CL AP2011-01-272016-02-09$330,245$85,030$245,215$245,215
400,000 FEDL FARM CR BKSP2015-07-072016-07-08$400,000$400,824-$824-$824
200,000 FHLMC CDP2015-05-292016-06-10$200,000$199,808$192$192
350,000 FHLMC QC11/15 MSTPP2015-08-042016-02-13$350,000$349,917$83$83
400,000 FHLMC CD16P2015-09-042016-06-30$400,000$400,008-$8-$8
400,000 FHLMC QC 10/16 MSTEPP2016-03-162016-10-14$400,000$400,009-$9-$9
400,000 FNMA QC 11/25/13P2013-05-222016-08-25$400,000$399,933$67$67
400,000 FEDL NATL MTGE ASSNP2013-11-042016-03-10$400,000$400,000$0$0
200,000 CIT BK SALT LK CTY CDP2013-02-062016-06-22$200,000$200,000$0$0
RICHARD GRAY P'SHIP - SHORT TERMP$11,416-$11,416-$11,416
RICHARD GRAY P'SHIP - LONG TERMP$66,203$66,203$66,203
RICHARD GRAY P'SHIP - SHORT TERM (UBIT)P$984-$984-$984
RICHARD GRAY P'SHIP - LONG TERM (UBIT)P$4,175$3,191$984$984
CAPITAL GAINS DIVIDENDSP$749$749$749
FieldValueIRS element (for citing)
Capital Gain Net Income$1,118,125CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$577,785AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,659,828NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036896DistributionYr1Rt
Adjusted Qlfy Distri Yr2$513,207AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,907,864NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032261DistributionYr2Rt
Adjusted Qlfy Distri Yr3$855,388AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,626,266NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058483DistributionYr3Rt
Adjusted Qlfy Distri Yr4$793,941AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,523,094NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058710DistributionYr4Rt
Adjusted Qlfy Distri Yr5$709,485AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,319,118NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053268DistributionYr5Rt
Total Distribution0.239618TotalDistributionRt
Average Distribution0.047924AverageDistributionRt
Net Vl Noncharitable Assets$15,037,841NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$720,673AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,328NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$734,001AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$507,589QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,655InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,655SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,655TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,756EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$30,000AppliedToEsTaxAmt
Total Payments And Credits$73,756TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$47,101OverpaymentAmt
Applied To ES Tax$47,101AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD GRAYIndividualWithBooksNm
Phone3126428877PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1875 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606111802ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
RICHARD GRAY
875 N MICHIGAN AVENUE SUITE 3800CHICAGOIL606111802PRESIDENT1.00$0$0$0
MARY GRAY
875 N MICHIGAN AVENUE SUITE 3800CHICAGOIL606111802VICE-PRES.0.50$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$11,956,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$726,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,584,387FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,266,844TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,266,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$229,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,037,841NetVlNoncharitableAssetsAmt
Minimum Investment Return$751,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$751,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,655TaxBasedOnInvestmentIncomeAmt
Total Tax$26,655TotalTaxAmt
Distributable Before Adj$725,237DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$725,237DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$725,237DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$507,589ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$507,589QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$507,589AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$725,237DistributableAsAdjustedAmt
Undistributed Income PY$247,991UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$507,589QualifyingDistributionsAmt
Applied To Year1$247,991AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$259,598AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$465,639UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD GRAYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD GRAYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1875 NORTH MICHIGAN AVE STE 3800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3126428877RecipientPhoneNum
Form And Info And MaterialsTHERE IS NO STANDARD APPLICATION. A LETTER REQUESTING A DONATION IS SUFFICIENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsALL DONEE ORGANIZATIONS MUST BE QUALIFIED ORGANIZATIONS PURSUANT TO IRC SECTION 170(C).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS LIVING OF METROPOLITAN CHICAGO
115 W CHICAGO AVENUECHICAGOIL60654NONEPCGENERAL UNRESTRICTED$1,000
AIC ARCHITECTURE AND DESIGN SOCIETY
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL UNRESTRICTED$1,000
AIC CLASSICAL ART SOCIETY
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL UNRESTRICTED$500
AIC OLD MASTERS SOCIETY
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL UNRESTRICTED$2,000
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION
225 N MICHIGAN AVENUE STE 1700CHICAGOIL60601NONEPCGENERAL UNRESTRICTED$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW STE 400ATLANTAGA30303NONEPCGENERAL UNRESTRICTED$100
AMERICAN CIVIL LIBERTIES UNION
180 N MICHIGAN AVENUECHICAGOIL60601NONEPCGENERAL UNRESTRICTED$500
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCGENERAL UNRESTRICTED$100
AMERICAN JEWISH COMMITTEE
165 E 56TH STREETNEW YORKNY10022NONEPCGENERAL UNRESTRICTED$750
AMERICAN NATIONAL RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCGENERAL UNRESTRICTED$100
AMERICAN SYMPHONY ORCHESTRA LEAGUE
33 W 60TH STREET 5TH FLOORNEW YORKNY10023NONEPCGENERAL UNRESTRICTED$700
ANDREWS UNIVERSITY (WAUS)
4150 ADMINISTRATION DRIVEBERRIEN SPRINGSMI49104NONEPCGENERAL UNRESTRICTED$100
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCGENERAL UNRESTRICTED$500
ARCHEWORKS
625 N KINGSBURY STREETCHICAGOIL60654NONEPCGENERAL UNRESTRICTED$250
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL UNRESTRICTED$5,000
ARTS CLUB OF CHICAGO
201 E ONTARIO STREETCHICAGOIL60611NONEPCGENERAL UNRESTRICTED$2,000
AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY
50 E CONGRESS PARKWAYCHICAGOIL60605NONEPCGENERAL UNRESTRICTED$250
BENNINGTON COLLEGE CORPORATION
RT 67ABENNINGTONVT05201NONEPCGENERAL UNRESTRICTED$500
BRYN MAWR COLLEGE
101 N MERION AVENUEBRYN MAWRPA19010NONEPCGENERAL UNRESTRICTED$15,000
BUSINESS AND PROFESSIONAL PEOPLE FOR THE PUBLIC INTEREST
25 E WASHINGTON STREET STE 1515CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$1,000
CATHOLIC DIOCESE OF ROCKFORD
PO BOX 7044ROCKFORDIL61125NONEPCGENERAL UNRESTRICTED$100
CHICAGO ACADEMY FOR THE ARTS
1010 W CHICAGO AVENUECHICAGOIL60642NONEPCGENERAL UNRESTRICTED$500
CHICAGO ARCHITECTURE FOUNDATION
224 S MICHIGAN AVENUECHICAGOIL60604NONEPCGENERAL UNRESTRICTED$3,000
CHICAGO CHAMBERS MUSIC SOCIETY
2514 LAUREL LANEWILMETTEIL60091NONEPCGENERAL UNRESTRICTED$250
CHICAGO CHILDRENS MUSEUM
700 E GRAND AVENUE STE 127CHICAGOIL60611NONEPCGENERAL UNRESTRICTED$500
CHICAGO COUNCIL ON GLOBAL AFFAIRS
180 N STETSON AVENUE STE 1400CHICAGOIL60601NONEPCGENERAL UNRESTRICTED$1,500
CHICAGO HISTORY MUSEUM
1601 N CLARK STREETCHICAGOIL60614NONEPCGENERAL UNRESTRICTED$2,500
CHICAGO HUMANITIES FESTIVAL
500 N DEARBORN STREET STE 825CHICAGOIL60654NONEPCGENERAL UNRESTRICTED$25,000
CHICAGO INSTITUTE FOR PSYCHOANALYSIS
122 S MICHIGAN AVENUE STE 1300CHICAGOIL60603NONEPCGENERAL UNRESTRICTED$1,000
CHICAGO OPERA THEATER
70 E LAKE STREET STE 415CHICAGOIL60601NONEPCGENERAL UNRESTRICTED$250
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE STE 520CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$1,000
CHICAGO PUBLIC MEDIA (WBEZ)
848 E GRAND AVENUE NAVY PIERCHICAGOIL60611NONEPCGENERAL UNRESTRICTED$500
CHICAGO SHAKESPEARE THEATER
800 E GRAND AVENUECHICAGOIL60611NONEPCGENERAL UNRESTRICTED$7,500
CHICAGO SUNDAY EVENING CLUB
1 N LASALLE STREET STE 3900CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$200
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCGENERAL UNRESTRICTED$59,400
CHICAGO THEATRE GROUP
170 N DEARBORN STREETCHICAGOIL60601NONEPCGENERAL UNRESTRICTED$20,000
CHICAGO WOMENS HEALTH CENTER
1025 W SUNNYSIDE AVENUE STE 201CHICAGOIL60640NONEPCGENERAL UNRESTRICTED$250
CHICAGO YOUTH CENTERS
218 S WABASH AVENUE STE 600CHICAGOIL60604NONEPCGENERAL UNRESTRICTED$500
CHINATI FOUNDATION
PO BOX 1135MARFATX79843NONEPCGENERAL UNRESTRICTED$250
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637NONEPCGENERAL UNRESTRICTED$3,000
CULTURAL LANDSCAPE FOUNDATION
1711 CONNECTICUT AVENUE NW STE 20WASHINGTONDC20009NONEPCGENERAL UNRESTRICTED$250
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE STE 2ND FLOORNEW YORKNY10001NONEPCGENERAL UNRESTRICTED$100
ERIKSON INSTITUTE
451 N LASALLE DRIVECHICAGOIL60654NONEPCGENERAL UNRESTRICTED$500
FACETS-MULTIMEDIA
1517 W FULLERTON AVENUECHICAGOIL60614NONEPCGENERAL UNRESTRICTED$250
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445NONEPCGENERAL UNRESTRICTED$100
FAMILY FOCUS INC
310 S PEORIA STREET STE 301CHICAGOIL60607NONEPCGENERAL UNRESTRICTED$3,500
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRIVECOLUMBIAMD21046NONEPCGENERAL UNRESTRICTED$500
FRANK LLOYD WRIGHT BUILDING CONSERVANCY
53 W JACKSON BOULEVARD STE 1120CHICAGOIL60604NONEPCGENERAL UNRESTRICTED$250
FRANK LLOYD WRIGHT TRUST
931 CHICAGO AVENUEOAK PARKIL60302NONEPCGENERAL UNRESTRICTED$25,500
FRICK COLLECTION
1 E 70TH STREETNEW YORKNY10021NONEPCGENERAL UNRESTRICTED$5,000
FRIENDS OF FLORENCE
4545 W STREET NWWASHINGTONDC20007NONEPCGENERAL UNRESTRICTED$2,500
FRIENDS OF HISTORIC SECOND CHURCH
1936 S MICHIGAN AVENUECHICAGOIL60616NONEPCGENERAL UNRESTRICTED$250
FULCRUM POINT NEW MUSIC PROJECT
73 W MONROE STREETCHICAGOIL60603NONEPCGENERAL UNRESTRICTED$250
GLESSNER HOUSE MUSEUM
1800 S PRAIRE AVENUECHICAGOIL60616NONEPCGENERAL UNRESTRICTED$500
GRAY COLLECTION TRUST
1130 N LAKE SHORE DRIVE APT 5ECHICAGOIL60611POFGENERAL UNRESTRICTED$200,000
HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY
120 E BELLEVUE PLACECHICAGOIL60611NONEPCGENERAL UNRESTRICTED$2,500
HISTORICAL ASSOCIATION OF SOUTH HAVEN
355 HUBBARD STREETSOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$300
HUBBARD STREET DANCE CHICAGO
1147 W JACKSON BOULEVARDCHICAGOIL60607NONEPCGENERAL UNRESTRICTED$2,500
HUMAN RIGHTS WATCH
350 5TH AVENUE 34TH FLOORNEW YORKNY10118NONEPCGENERAL UNRESTRICTED$10,000
HYDE PARK ART CENTER
5020 S CORNELL AVENUECHICAGOIL60615NONEPCGENERAL UNRESTRICTED$1,000
ILLINOIS HUMANITIES COUNCIL
17 N STATE STREET STE 1400CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$2,500
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREETCHICAGOIL60606NONEPCGENERAL UNRESTRICTED$2,000
LANDMARKS PRESERVATION COUNCIL
30 N MICHIGAN AVENUE STE 2020CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$11,000
LEAGUE OF CHICAGO THEATRES
17 N WABASH AVENUE STE 520CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$250
LINCOLN PARK CONSERVANCY
2000 N RACINE AVENUE STE 4800CHICAGOIL60614NONEPCGENERAL UNRESTRICTED$750
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STREETCHICAGOIL60614NONEPCGENERAL UNRESTRICTED$250
LOOKINGGLASS THEATER COMPANY
875 N MICHIGAN AVENUECHICAGOIL60611NONEPCGENERAL UNRESTRICTED$2,500
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVE STE 860CHICAGOIL60606NONEPCGENERAL UNRESTRICTED$24,975
MARWEN FOUNDATION
833 N ORLEANS 1ST FLOORCHICAGOIL60610NONEPCGENERAL UNRESTRICTED$250
MASTER DRAWINGS ASSOCIATION
225 MADISON AVENUENEW YORKNY10016NONEPCGENERAL UNRESTRICTED$3,000
MERIT SCHOOL OF MUSIC
38 S PEORIA STREETCHICAGOIL60607NONEPCGENERAL UNRESTRICTED$2,000
METROPOLITAN OPERA GUILD
70 LINCOLN CENTER PLAZA 6THNEW YORKNY10023NONEPCGENERAL UNRESTRICTED$250
MICHIGAN MARITIME MUSEUM
260 DYCKMAN AVENUESOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$500
MIKVA CHALLENGE GRANT FOUNDATION
332 S MICHIGAN AVENUE STE 400CHICAGOIL60604NONEPCGENERAL UNRESTRICTED$200
MUSEUM CAMPUS CORPORATION
1400 S LAKE SHORE DRIVECHICAGOIL60605NONEPCGENERAL UNRESTRICTED$5,000
MUSEUM OF CONTEMPORARY ART
220 E CHICAGO AVENUECHICAGOIL60611NONEPCGENERAL UNRESTRICTED$15,000
MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONEPCGENERAL UNRESTRICTED$360
MUSEUM OF SCIENCE AND INDUSTRY
57TH STREET LAKE SHORE DRIVECHICAGOIL60637NONEPCGENERAL UNRESTRICTED$3,000
MUSIC AND DANCE THEATER CHICAGO
205 E RANDOLPH STREETCHICAGOIL60601NONEPCGENERAL UNRESTRICTED$10,000
MUSIC OF THE BAROQUE CONCERT SERIES
25 E WASHINGTON STREET STE 823CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$1,000
NARAL PRO-CHOICE AMERICA FOUNDATION
1156 15TH STREET NW STE 700WASHINGTONDC20005NONEPCGENERAL UNRESTRICTED$250
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
2600 VIRGINIA AVENUE NW STE 1000WASHINGTONDC20037NONEPCGENERAL UNRESTRICTED$10,000
NEW ISRAEL FUND
2100 M STREET NW STE 619WASHINGTONDC20037NONEPCGENERAL UNRESTRICTED$1,000
NEWBERRY LIBRARY
60 W WALTON STREETCHICAGOIL60610NONEPCGENERAL UNRESTRICTED$52,500
NIGHT MINISTRY
4711 N RAVENSWOOD AVENUECHICAGOIL60640NONEPCGENERAL UNRESTRICTED$300
OPENLANDS
25 E WASHINGTON STREET STE 1650CHICAGOIL60602NONEPCGENERAL UNRESTRICTED$250
PAUL DICKERSON STUDIO ART MUSEUM
7376 101ST AVENUESOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$100
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NW STE 600WASHINGTONDC20005NONEPCGENERAL UNRESTRICTED$250
PIERPONT MORGAN LIBRARY
225 MADISON AVENUENEW YORKNY10016NONEPCGENERAL UNRESTRICTED$13,000
PLOUGHSHARES FUND
1808 WEDEMEYER STREET STE 200 THSAN FRANCISCOCA94129NONEPCGENERAL UNRESTRICTED$2,500
RAGDALE FOUNDATION
1260 GREEN BAY ROADLAKE FORESTIL60045NONEPCGENERAL UNRESTRICTED$1,500
REHABILITATION INSTITUTE OF CHICAGO
345 E SUPERIOR STREETCHICAGOIL60611NONEPCGENERAL UNRESTRICTED$700
SAVE VENICE INC
133 E 58TH STREET STE 501NEW YORKNY10022NONEPCGENERAL UNRESTRICTED$1,000
SOUTH HAVEN ART ASSOCIATION
600 PHOENIX STREETSOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$500
SOUTH HAVEN COMMUNITY FOUNDATION
PO BOX 507SOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$500
SOUTH HAVEN PERFOMANCE SERIES
556 N SHORE DRIVE LOT 16SOUTH HAVENMI49090NONEPCGENERAL UNRESTRICTED$300
STEPPENWOLF THEATRE COMPANY
1700 N HALSTED STREETCHICAGOIL60614NONEPCGENERAL UNRESTRICTED$10,000
STEVENSON CENTER FOR DEMOCRACY
25200 N ST MARYS ROADMETTAWAIL60048NONEPCGENERAL UNRESTRICTED$250
STORY CATCHERS THEATRE
544 W OAK STREET STE 1005CHICAGOIL60610NONEPCGENERAL UNRESTRICTED$250
STUDENT ADVOCACY CENTER OF MICHIGAN
124 PEARL STREET STE 504YPSILANTIMI48197NONEPCGENERAL UNRESTRICTED$250
THE CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVENUE STE 2200CHICAGOIL60601NONEPCGENERAL UNRESTRICTED$5,000
THE JOFFREY BALLET
10 E RANDOLPH STREETCHICAGOIL60601NONEPCGENERAL UNRESTRICTED$7,500
THE SALVATION ARMY
5550 PRAIRIE STONE PARKWAYHOFFMAN ESTATESIL60192NONEPCGENERAL UNRESTRICTED$100
U OF C CHICAGO PRESENTS
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$3,000
U OF C DIVISION OF THE HUMANITIES
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$6,000
U OF C LABRATORY SCHOOLS
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$500
U OF C LIBRARY SOCIETY
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$550
U OF C ORIENTAL INSTITUTE
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$2,500
U OF C SMART MUSEUM OF ART
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$25,000
U OF C VISITING COMMITTEE ON THE VISUAL ARTS
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$3,000
U OF C WOMENS BOARD
6054 S DREXEL AVENUE STE 300CHICAGOIL60637NONEPCGENERAL UNRESTRICTED$1,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLAZA SWWASHINGTONDC20024NONEPCGENERAL UNRESTRICTED$150
URBAN GATEWAYS
205 W RANDOLPH STREET STE 1700CHICAGOIL60606NONEPCGENERAL UNRESTRICTED$250
VICTORY GARDEN THEATER
2433 N LINCOLN AVENUECHICAGOIL60614NONEPCGENERAL UNRESTRICTED$500
WINDOW TO THE WORLD COMMUNICATIONS
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPCGENERAL UNRESTRICTED$50,000
WORKING IN THE SCHOOLS
641 W LAKE STREET STE 200CHICAGOIL60661NONEPCGENERAL UNRESTRICTED$500
WORLD MONUMENTS FUND
350 5TH AVENUE STE 2412NEW YORKNY10118NONEPCGENERAL UNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$707,535TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$3,284UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$312,181ExclusionAmt
Related Or Exempt Function Incm$404RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$3,191UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,118,125ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (13 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
RICHARD GRAY FAMILY P'SHIP - ORD INCOME14$1,671
RICHARD GRAY FAMILY P'SHIP - RENTAL14-$132
RICHARD GRAY FAMILY P'SHIP - ROYALTIES14$255
RICHARD GRAY FAMILY P'SHIP - SEC 123114-$3
RICHARD GRAY FAMILY P'SHIP - OTHER PORT INCOME14$5,696
RICHARD GRAY FAMILY P'SHIP - SEC 125614$4,718
RICHARD GRAY FAMILY P'SHIP - OTHER INCOME14$19,840
RICHARD GRAY FAMILY P'SHIP - ORD INCOME (UBTI)900001-$6,275
RICHARD GRAY FAMILY P'SHIP - RENTAL (UBTI)900001-$12
RICHARD GRAY FAMILY P'SHIP - ROYALTIES (UBTI)900001$1
RICHARD GRAY FAMILY P'SHIP - SEC 1231 (UBTI)900001$11,352
RICHARD GRAY FAMILY P'SHIP - OTHER INCOME (UBTI)900001$1,816
RICHARD GRAY FAMILY P'SHIP - OTHER TAX EXEMPT$139

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$13,357UnrelatedBusinessTaxblIncmAmt
Exclusion$1,462,358ExclusionAmt
Related Or Exempt Function Incm$543RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,476,258TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4RICHARD GRAY FAMILY PARTNERSHIP - TAX EXEMPT INTEREST $404
11RICHARD GRAY FAMILY PARTNERSHIP - OTHER AND RENTAL INCOME/(LOSS).

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRICHARD GRAY FAMILY P'SHIP - ACCTG FEESCategoryTxt
Amt$10,620Amt
Net Investment Income$10,620NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRAY COLLECTION TRUST CO RICHARD & MARY GRAYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 N LAKE SHORE DRIVE NO 5EAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Grant2016-12-13GrantDt
Grant$200,000GrantAmt
Purpose Of GrantTHE GRAY COLLECTION TRUST IS A CHARITABLE, EDUCATIONAL, AND RESEARCH INSTITUTION. THE PRIMARY PURPOSES OF THE GRAY COLLECTION TRUST ARE TO RECEIVE WORKS OF ART AND TO PERFORM CURATORIAL SERVICES WITH RESPECT TO THE ART DONATED TO THE TRUST, INCLUDING APPROPRIATE CATALOGING AND RESEARCH, TO LEND AND MAKE AVAILABLE SUCH WORKS OF ART FOR DISPLAY TO THE PUBLIC AND FOR SUITABLE SCHOLARLY STUDIES.PurposeOfGrantTxt
Expended By Grantee$54,005ExpendedByGranteeAmt
Any Diversion By GranteeN/AAnyDiversionByGranteeTxt
Dates Of Reports By Grantee12/31/2016DatesOfReportsByGranteeTxt
Verification2016-12-31VerificationDt
Results Of Verification12/31/2016 - DOCUMENTATION PROVIDED BY GRANTEE FOLLOWED THE PURPOSE OF THE GRANT.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierTRANSFERS TO CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF PART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationNAME OF CONTROLLED ENTITY EMPLOYER ID NO}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}}}} GRAY COLLECTION TRUST 26-1596672ADDRESS}}}}}}}1130 N. LAKE SHORE DRIVE, NO. 5E CHICAGO, IL 60611DESCRIPTION OF TRANSFER}}}}}}}}}}}}}}}}}}}}}}}GRANT FOR OPERATING EXPENSES 10/2016 - 12/2017 AMOUNT OF TRANSFER }}}}}}}}}}}}}} 200,000. }}}}}}}}}}}}}} TOTAL AMOUNT OF TRANSFERS TO CONTROLLED ENTITIES 200,000. ~~~~~~~~~~~~~~EXCESS BUSINESS HOLDING [ ] YES [X ] NOMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,356 SHS CHARTER COMMUNICATIONS$279,435$390,420
1,700 SHS BLACKROCK$512,847$646,918
11,000 WELLS FARGO$303,295$606,210
12,000 SHS GAMING AND LEISURE PROPER$350,118$367,440
12,100 SHS CARMAX$605,898$779,119
12,300 SHS BAXTER INTERNATIONAL$486,667$545,382
14,900 SHS GENERAL ELECTRIC$380,452$470,840
16,000 SHS INTEL CORP$323,127$580,320
2,500 SHS ILLINOIS TOOL WORKS$0$0
2,600 SHS GOLDMAN SACHS$371,345$622,570
20,700 SHS TRIBUNE MEDIA$955,734$724,086
31,000 SHS APPLIED MATERIALS$0$0
4,800 VISA CL A$0$0
4,900 SHS TIFFANY & CO NEW COM$286,740$379,407
5,100 SHS HOWARD HUGHES$410,568$581,910
500 SHS ALPHABET CL C$350,747$385,910
6,300 SHS CATERPILLAR$439,403$584,262
7,100 SHS AMERICAN INTL GROUP$247,043$463,701
7,300 SHS ANADARKO$0$0
7,300 SHS JONES LANG LASALLE$781,282$737,592
7,300 SHS JPMORGAN CHASE$238,543$629,917
86,458.358 SHS OAKMARK INTERNATIONAL$2,260,619$1,962,605
9,000 SHS UNILEVER ADR$0$0
9,500 SHS GENERAL MOTORS$262,648$330,980

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,200,030USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,180,517USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$6,210$7,380$7,380
R. GRAY FAMILY PARTNERSHIP INVESTMENT$2,517,465$2,651,309$2,651,309
CERTIFICATE OF DEPOSIT$207,132$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RICHARD GRAY FAMILY P'SHIP - DEDUCTIONS$24,922$22,722$0
RICHARD GRAY FAMILY P'SHIP - NONDEDUCTIBLE EXPENSES$33$0$0
RICHARD GRAY FAMILY P'SHIP - CONTRIBUTIONS$4$0$4
OTHER PROFESSIONAL FEES$250$0$0
ILLINOIS FILING FEES$50$0$50
LEGAL FEES$937$0$0
PENALTIES$208$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
RICHARD GRAY FAMILY P'SHIP - ORD INCOME$1,671$1,671$1,671
RICHARD GRAY FAMILY P'SHIP - RENTAL-$132-$132-$132
RICHARD GRAY FAMILY P'SHIP - ROYALTIES$255$255$255
RICHARD GRAY FAMILY P'SHIP - SEC 1231-$3-$3-$3
RICHARD GRAY FAMILY P'SHIP - OTHER PORT INCOME$5,696$5,696$5,696
RICHARD GRAY FAMILY P'SHIP - SEC 1256$4,718$4,718$4,718
RICHARD GRAY FAMILY P'SHIP - OTHER INCOME$19,840$19,840$19,840
RICHARD GRAY FAMILY P'SHIP - ORD INCOME (UBTI)-$6,275-$6,275
RICHARD GRAY FAMILY P'SHIP - RENTAL (UBTI)-$12-$12
RICHARD GRAY FAMILY P'SHIP - ROYALTIES (UBTI)$1$1
RICHARD GRAY FAMILY P'SHIP - SEC 1231 (UBTI)$11,352$11,352
RICHARD GRAY FAMILY P'SHIP - OTHER INCOME (UBTI)$1,816$1,816
RICHARD GRAY FAMILY P'SHIP - OTHER TAX EXEMPT$139$139

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER TIMING DIFFERENCESDesc
Amt$28,400Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HARRIS ASSOCIATES (773-72348)$67,845$67,845$0
RICHARD GRAY FAMILY P'SHIP - MGMT FEES$9,575$9,575$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RICHARD GRAY FAMILY P'SHIP - FOREIGN TAXES$1,189$1,189$0
HARRIS ASSOCIATES FOREIGN TAX$4,867$4,867$0
HARRIS ASSOCIATES FOREIGN DIVIDEND FEES$45$45$0
FEDERAL TAX PAYMENTS$41,000$0$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRAY COLLECTION TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 N LAKE SHORE DRIVE NO 5EAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN261596672EIN
DescGRANT FOR OPERATING EXPENSES 10/2016 - 12/2017Desc
Amt$200,000Amt
FieldValueIRS element (for citing)
Total$200,000TotalAmt

Comments

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