ELIZABETH F CHENEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH F CHENEY FOUNDATION (EIN 36-3375377)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-11
- IRS object ID
- 201831019349100218
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-11T17:00:23-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Ave 2800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363375377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth F Cheney Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 3127821234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S Lasalle Street No 1740 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elisabeth Geraghty | PersonNm |
| Person Title | Managing Director | PersonTitleTxt |
| Phone | 3127821234 | PhoneNum |
| Signature | 2018-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Heroux | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2018-04-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.202.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-11 | IPDt |
| IP Tm | 15:28:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0882A3BD3791635C134A938B8FF3C2B174769BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,101,600 | 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 | $155,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $332,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,911,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $488,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $488,193 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,567 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,567 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,379 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,379 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $443 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $443 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,288 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,288 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,896 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,832 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,154 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,008 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,146 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,596,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,596,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,803,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,719,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,314,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293,043 | CashBOYAmt |
| Cash EOY | $564,147 | CashEOYAmt |
| Cash EOYFMV | $564,147 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,959,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,380,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,537,453 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,252,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,944,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,101,600 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $287 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,526 | AccountsPayableEOYAmt |
| Grants Payable EOY | $938,758 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $943,284 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,252,231 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,001,103 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,252,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,001,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,252,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,944,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,252,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,314,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,468 | OtherIncreasesAmt |
| Subtotal | $5,969,855 | SubtotalAmt |
| Other Decreases | $968,752 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,001,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4003 shs Fidelity MKT PREM Cl | 2014-01-01 | 2016-07-15 | $250,000 | $179,758 | $70,242 | $70,242 |
| 7200 shs Loomis Sayles bond | 2014-01-01 | 2016-07-15 | $99,936 | $103,811 | -$3,875 | -$3,875 |
| 1100 Vanguard | 2014-01-01 | 2016-07-19 | $88,984 | $89,594 | -$610 | -$610 |
| 100 shs vanguard BD Index ST | 2014-01-01 | 2016-07-19 | $8,090 | $8,145 | -$55 | -$55 |
| 3300 shs Vanguard | 2014-01-01 | 2016-07-19 | $151,440 | $165,330 | -$13,890 | -$13,890 |
| 3167 shs Fidelity Total Mkt Prem CL | 2014-01-01 | 2016-10-03 | $200,000 | $142,189 | $57,811 | $57,811 |
| 6052 shs Fidelity Total Mkt Prem CL | 2014-01-01 | 2016-12-15 | $400,000 | $271,729 | $128,271 | $128,271 |
| 2000 shs Vanguard STAR Fd | 2014-01-01 | 2016-12-19 | $93,790 | $100,203 | -$6,413 | -$6,413 |
| 3697 shs Fidelity Total Mkt Index Prem CL | 2014-01-01 | 2017-03-23 | $250,000 | $165,988 | $84,012 | $84,012 |
| 3100 shs Vanguard STAR FD | 2014-01-01 | 2017-03-27 | $153,677 | $156,552 | -$2,875 | -$2,875 |
| 2900 shs Vanguard STAR FD | 2014-01-01 | 2017-03-27 | $143,754 | $145,834 | -$2,080 | -$2,080 |
| 1000 shs Vanguard STAR FD | 2014-01-01 | 2017-03-27 | $49,574 | $50,102 | -$528 | -$528 |
| Long Term Capital gain | 2014-01-01 | 2017-03-27 | $22,543 | $22,543 | $22,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,553 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,503,297 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,407,976 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.178794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,372,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,062,778 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,353,574 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,488,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,114,139 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,321,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $860,270 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,442,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082380 | DistributionYr5Rt |
| Total Distribution | 0.634550 | TotalDistributionRt |
| Average Distribution | 0.126910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,493,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $950,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,052 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $955,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,719,552 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $121 | EsPenaltyAmt |
| Tax Due | $4,173 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.cheneyfoundation.org | WebsiteAddressTxt |
| Individual With Books | ELISABETH GERAGHTY | IndividualWithBooksNm |
| Phone | 3127821234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LASALLE STREET STE 1740 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence L Belles | ||||||||
| 16 Gardiner Park | Rochester | NY | 14607 | Board Chair/ President | 4.00 | $20,000 | $0 | $0 |
| Allan R Drebin | ||||||||
| 807 Davis Street | Evanston | IL | 60201 | President and Treasurer | 8.00 | $20,000 | $0 | $0 |
| Howard M McCue III | ||||||||
| 2247 Orrington Ave | Evanston | IL | 60201 | Vice Chair and Secretary | 4.00 | $20,000 | $0 | $0 |
| Elisabeth Geraghty | ||||||||
| 1372 Sunview Lane | Winnetka | IL | 60093 | Director | 20.00 | $70,567 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,163,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,607,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,607,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,493,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,052 | TotalTaxAmt |
| Distributable Before Adj | $370,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $370,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $370,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,719,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,719,552 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,052 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,715,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $862,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,116,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,356,551 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,372,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,507,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,214,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,719,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $370,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,348,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,563,031 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $862,079 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,700,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,116,056 | ExcessFromYear4Amt |
| Excess From Year3 | $1,356,551 | ExcessFromYear3Amt |
| Excess From Year2 | $1,372,371 | ExcessFromYear2Amt |
| Excess From Year1 | $1,507,029 | ExcessFromYear1Amt |
| Excess From Current Year | $1,348,945 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Elizabeth F Cheney Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LaSalle Street Suite 1740 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3127821234 | RecipientPhoneNum |
| Form And Info And Materials | Application form available online at www.cheneyfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 30 days prior to meeting based on programmatic schedule | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants limited to organizations exempt under Sec 501(c)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Red Orchid Theatre | ||||||||
| 1531 N Wells St Chicago IL 60610 | Chicago | IL | 60610 | None | PC | "An Enemy of the People" | $3,000 | |
| Albany Park Theatre Project | ||||||||
| PO Box 25072 Chicago IL 60625 | Chicago | IL | 60625 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Amelia Island Chamber Music Festival | ||||||||
| Chamber Music Festival PO Box 15886 | Fernandina Beach | FL | 32035 | None | PC | Directors unrestricted matching grant | $2,000 | |
| American Theatre Co | ||||||||
| 1909 West Byron Sstreet Chicago IL | Chicago | IL | 60657 | None | PC | Picnic, Directed by Will Davis | $3,000 | 60657 |
| Art Institute of Chicago | ||||||||
| The Art Institute of Chicago 111 S | Chicago | IL | 60603 | None | PC | matching grant Library | $5,000 | Michigan Avenue Chicago IL 60603 |
| Art Institute of Chicago | ||||||||
| The Art Institute of Chicago 111 S | Chicago | IL | 60603 | None | PC | Directors Discretionary or Matching Grant | $5,000 | Michigan Avenue Chicago IL 60603 |
| Art Institute of Chicago | ||||||||
| The Art Institute of Chicago 111 S | Chicago | IL | 60603 | None | PC | Textile Digitizing 3rd of 5 pmts. | $100,000 | Michigan Avenue Chicago IL 60603 |
| Art Institute of Chicago | ||||||||
| The Art Institute of Chicago 111 S | Chicago | IL | 60603 | None | PC | Directors Discretionary or Matching Grant | $10,000 | Michigan Avenue Chicago IL 60603 |
| Auditorium Theatre Council | ||||||||
| 50 East Congress Parkway Chicago IL | Chicago | IL | 60605 | None | PC | Eifman Ballet May 2017 | $15,000 | 60605 |
| Bach Week | ||||||||
| PO Box 6133 Evanston IL 60204-6133 | Evanston | IL | 602046133 | None | PC | Babayan plays Bach | $3,000 | |
| Bella Voce | ||||||||
| c/o U of I at Chicago College of | Chicago | IL | 606077130 | None | PC | Directors Discretionary or Matching Grant | $1,000 | Architecture and the Arts 1040 W Ha |
| Bella Voce | ||||||||
| c/o U of I at Chicago College of | Chicago | IL | 606077130 | None | PC | Directors Discretionary or Matching Grant | $1,000 | Architecture and the Arts 1040 W Ha |
| Bella Voce | ||||||||
| c/o U of I at Chicago College of | Chicago | IL | 606077130 | None | PC | Monteverdi Vespers 1610 | $5,000 | Architecture and the Arts 1040 W Ha |
| Bohemian Theatre Ensemble | ||||||||
| PO Box 409267 Chicago IL 60640 | Chicago | IL | 60640 | None | PC | Directors Discretionary or Matching Grant | $3,000 | |
| Chicago a capella | ||||||||
| 2936 N Southport 2nd Fl Chicago IL | Chicago | IL | 60657 | None | PC | "Love Stories" | $3,000 | 60657 |
| Chicago Chorale | ||||||||
| 1100 E 55th Street Chicago IL 60615 | Chicago | IL | 60615 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Chicago Chorale | ||||||||
| 1100 E 55th Street Chicago IL 60615 | Chicago | IL | 60615 | None | PC | Mozart Requiem | $3,000 | |
| Chicago Chorale | ||||||||
| 1100 E 55th Street Chicago IL 60615 | Chicago | IL | 60615 | None | PC | 2016-17 season support | $3,000 | |
| Chicago Chorale | ||||||||
| 1100 E 55th Street Chicago IL 60615 | Chicago | IL | 60615 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Chicago Community Foundation | ||||||||
| c/o Chicago Community Trust 225 N | Chicago | IL | 60601 | None | PC | Arts Work Fund Discretionary grant EOG | $3,000 | Michigan Ave Suite 2200 Chicago IL |
| Chicago Opera Theatre | ||||||||
| 70 E Lake Street Suite 815 Chicago | Chicago | IL | 60601 | None | PC | Purcell's Fairy Queen | $10,000 | IL 60601 |
| Chicago Opera Theatre | ||||||||
| 70 E Lake Street Suite 815 Chicago | Chicago | IL | 60601 | None | PC | Menotti's The Consul | $10,000 | IL 60601 |
| Chicago Philharmonic | ||||||||
| 1123 Emerson St 207 Evanston IL | Evanston | IL | 60201 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60201 |
| Chicago Philharmonic | ||||||||
| 1123 Emerson St 207 Evanston IL | Evanston | IL | 60201 | None | PC | 11/12/17 concert Sonorous Earth | $5,000 | 60201 |
| Chicago Philharmonic Society | ||||||||
| 401 S LaSalle Street Suite 1600-J | Chicago | IL | 60605 | None | PC | Directors Discretionary or Matching Grant | $1,000 | Chicago IL 60605 |
| Chicago Shakespeare Theater | ||||||||
| 800 East Grand Chicago IL 60611 | Chicago | IL | 60611 | None | PC | Tug of War - 2nd of 2 equal pmts | $25,000 | |
| Chicago Sinfonietta | ||||||||
| 70 E Lake Street Suite 226 Chicago | Chicago | IL | 60601 | None | PC | 30th anniversary concert support | $5,000 | IL 60601 |
| Chicago Symphony Orchestra | ||||||||
| Chicago Symphony Orchestra 220 S | Chicago | IL | 606042508 | None | PC | Institute Programs Directors Discretionary or Matching Grant | $15,000 | Michigan Avenue Chicago IL 60604-25 |
| Chicago Symphony Orchestra | ||||||||
| Chicago Symphony Orchestra 220 S | Chicago | IL | 606042508 | None | PC | Directors Discretionary or Matching Grant | $7,500 | Michigan Avenue Chicago IL 60604-25 |
| Chicago Symphony Orchestra | ||||||||
| Chicago Symphony Orchestra 220 S | Chicago | IL | 606042508 | None | PC | matching grant Katya Checkovich Civic Scholar/Musician | $5,000 | Michigan Avenue Chicago IL 60604-25 |
| Chicago Symphony Orchestra | ||||||||
| Chicago Symphony Orchestra 220 S | Chicago | IL | 606042508 | None | PC | Sponsorship of Civic Orchestra concerts 2016-17 | $100,000 | Michigan Avenue Chicago IL 60604-25 |
| Civitas Ensemble | ||||||||
| PO Box 60921 Chicago IL 60660 | Chicago | IL | 60660 | None | PC | Directors Discretionary or Matching Grant | $5,000 | |
| Civitas Ensemble | ||||||||
| PO Box 60921 Chicago IL 60660 | Chicago | IL | 60660 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Civitas Ensemble | ||||||||
| PO Box 60921 Chicago IL 60660 | Chicago | IL | 60660 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Collaborative Arts Initiative | ||||||||
| 7409 N Greenview 2E Chicago IL | Chicago | IL | 60626 | None | PC | 2017 Collaborative Works Festival | $2,000 | 60626 |
| Collaborative Arts Initiative | ||||||||
| 7409 N Greenview 2E Chicago IL | Chicago | IL | 60626 | None | PC | Directors Discretionary or Matching Grant | $3,000 | 60626 |
| Columbia College Dance | ||||||||
| 1306 S Michigan Ave Chicago IL | Chicago | IL | 60605 | None | PC | Malpaso | $5,000 | 60605 |
| Court Theatre | ||||||||
| Court Theatre 5535 South Ellis | Chicago | IL | 60637 | None | PC | "Harvey" | $30,000 | Avenue Chicago Il 60637 |
| Dempster Street Pro Musica | ||||||||
| 630 Forest Avenue Evanston IL 60202 | Evanston | IL | 60202 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Dempster Street Pro Musica | ||||||||
| 630 Forest Avenue Evanston IL 60202 | Evanston | IL | 60202 | None | PC | Making Music Modern May 2017 | $3,000 | |
| DePaul University School of Music | ||||||||
| 804 West Belden Chicago IL | Chicago | IL | 606143296 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60614-3296 |
| DePaul University School of Music | ||||||||
| 804 West Belden Chicago IL | Chicago | IL | 606143296 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60614-3296 |
| Eastman House Museum | ||||||||
| 900 East Avenue Rochester NY | Rochester | NY | 146072298 | None | PC | Directors Discretionary or Matching Grant | $2,000 | 14607-2298 |
| Eigth Blackbird Performing Arts Association | ||||||||
| c/o Jen Richards 5315 N Clark St | Chicago | IL | 60640 | None | PC | Olagon: A Cantata in Doublespeak | $3,000 | 104 Chicago IL 60640 |
| Ensemble Dal Niente | ||||||||
| 4045 N Rockwell Suite 312 Chicago | Chicago | IL | 60625 | None | PC | Directors Discretionary or Matching Grant | $4,000 | IL 60625 |
| Evanston Community Foundation | ||||||||
| 1007 Church Street Suite 108 | Evanston | IL | 60201 | None | PC | Directors Discretionary or Matching Grant | $1,000 | Evanston IL 60201 |
| Evanston History Center | ||||||||
| 225 Greenwood Street Evanston IL | Evanston | IL | 60201 | None | PC | Directors Discretionary or Matching Grant | $5,000 | 60201 |
| Field Museum of Chicago | ||||||||
| 1400 S Lake Shore Drive Chicago IL | Chicago | IL | 60605 | None | PC | 4th of five installments | $25,000 | 60605 |
| Forefront | ||||||||
| 208 S LaSalle Street Suite 1540 | Chicago | IL | 60604 | None | aka "Donors Forum" in the past | $2,661 | Chicago IL 60604 | |
| Genesee Country Museum | ||||||||
| PO Box 310 Mumford NY 14511 | Mumford | NY | 14511 | None | PC | Directors Discretionary or Matching Grant | $2,500 | |
| Giordano Dance Chicago | ||||||||
| 1509 S Michigan Ave 2nd Floor | Chicago | IL | 60605 | None | PC | Grusin Suite by Frank Chavez | $5,000 | Chicago IL 60605 |
| Goodman Theatre | ||||||||
| 170 North Dearborn Street Chicago | Chicago | IL | 60601 | None | PC | Father Comes Home from the Wars | $50,000 | IL 60601 |
| Grant Park Music Festival | ||||||||
| 205 East Randolph Drive Chicago IL | Chicago | IL | 60601 | None | PC | Support for Four 2017 Festival programs | $40,000 | 60601 |
| Grant Park Music Festival | ||||||||
| 205 East Randolph Drive Chicago IL | Chicago | IL | 60601 | None | PC | Directors Discretionary or Matching Grant | $5,000 | 60601 |
| Harris Theater for Music and Dance | ||||||||
| 205 E Randolph Dr Chicago IL 60601 | Chicago | IL | 60601 | None | PC | Beyond the Aria 2nd of three payments | $25,000 | |
| Haymarket Opera Company | ||||||||
| 1920 N Seminary Avenue Unit 1F | Chicago | IL | 60614 | None | PC | Directors Discretionary or Matching Grant | $2,000 | Chicago IL 60614 |
| Haymarket Opera Company | ||||||||
| 1920 N Seminary Avenue Unit 1F | Chicago | IL | 60614 | None | PC | Marais' Ariane et Bachus | $3,000 | Chicago IL 60614 |
| Haymarket Opera Company | ||||||||
| 1920 N Seminary Avenue Unit 1F | Chicago | IL | 60614 | None | PC | Directors Discretionary or Matching Grant | $2,000 | Chicago IL 60614 |
| Hubbard Street Dance | ||||||||
| 1147 W Jackson Chicago IL 60607-290 | Chicago | IL | 606072903 | None | PC | Twyla Tharp Golden Section | $15,000 | |
| Humane Society of Rochester & Monroe Cou | ||||||||
| PO Box 299 Fairport NY 14450 | Fairport | NY | 14450 | None | PC | Directors Discretionary or Matching Grant | $2,500 | |
| Illinois Arts Alliance | ||||||||
| 70 East Lake Suite 420 Chicago IL | Chicago | IL | 60601 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60601 |
| Iowa Wesleyan College | ||||||||
| 601 North Main Street Mr Pleasant | Mr Pleasant | IA | 526411398 | None | PC | Directors Discretionary or Matching Grant | $2,500 | Iowa 52641-1398 |
| Island Heritage Trust | ||||||||
| PO Box 42 Deer Isle Maine 04627 | Deer Isle | ME | 04627 | None | PC | Mark Island Light House Fund Discretionary Grant | $1,000 | |
| Island Heritage Trust | ||||||||
| PO Box 42 Deer Isle Maine 04627 | Deer Isle | ME | 04627 | None | PC | Mark Island Light House Fund Discretionary Grant | $1,000 | |
| Joffrey Ballet | ||||||||
| 10 East Randolph Street Chicago IL | Chicago | IL | 60601 | None | PC | Discretionary Grant | $1,000 | 60601 |
| Joffrey Ballet | ||||||||
| 10 East Randolph Street Chicago IL | Chicago | IL | 60601 | None | PC | Live Music First payment on two year grant | $25,000 | 60601 |
| Joffrey Ballet | ||||||||
| 10 East Randolph Street Chicago IL | Chicago | IL | 60601 | None | PC | Directors Discretionary or Matching Grant | $4,000 | 60601 |
| Khecari Dance | ||||||||
| 6589 1 Lakewood Avenue Chicago IL | Chicago | IL | 60626 | None | PC | Teem: Infestation | $5,000 | 60626 |
| Lifeline Theatre | ||||||||
| 6912 N Glenwood Chicago IL 60626 | Chicago | IL | 60626 | None | PC | Her Majesty's Will | $3,000 | |
| Light Opera Works | ||||||||
| 516 Fourth Street Wilmette IL 60091 | Wilmette | IL | 60091 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Lookingglass Theatre | ||||||||
| 875 N Michigan Ave Suite 2200 | Chicagoi | IL | 60611 | None | PC | "Mr and Mrs Pennyworth" | $10,000 | Chicagoi IL 60611 |
| Lyric Opera of Chicago | ||||||||
| 20 N Wacker Drive Chicago IL 60606 | Chicago | IL | 60606 | None | PC | $50K Faulkner,$50K final Auditions, $40 SInger sponsor, $5K Radvanovsky, $5K Birnbaum | $150,000 | |
| Lyric Opera of Chicago | ||||||||
| 20 N Wacker Drive Chicago IL 60606 | Chicago | IL | 60606 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Lyric Opera of Chicago | ||||||||
| 20 N Wacker Drive Chicago IL 60606 | Chicago | IL | 60606 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Lyric Opera of Chicago | ||||||||
| 20 N Wacker Drive Chicago IL 60606 | Chicago | IL | 60606 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Lyric Opera of Chicago | ||||||||
| 20 N Wacker Drive Chicago IL 60606 | Chicago | IL | 60606 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| McCallum Theatre | ||||||||
| 73000 Fred Waring Drive Palm Desert | Palm Desert | CA | 92260 | None | PC | Directors Discretionary or Matching Grant | $20,000 | CA 92260 |
| Memorial Art Gallery | ||||||||
| 500 University Avenue Rochester New | Rochester | NY | 146071415 | None | PC | Directors Discretionary or Matching Grant | $5,000 | York 14607-1415 |
| Merit Music Program | ||||||||
| 38 S Peoria Street Chicago IL 60607 | Chicago | IL | 60607 | None | PC | The Scholar's Fund -Matching grant | $10,000 | |
| Museum of Contemporary Art | ||||||||
| 220 East Chicago Avenue Chicago IL | Chicago | IL | 606112604 | None | PC | Many Tongues Exhibit November 2018 | $5,000 | 60611-2604 |
| Music Institute of Chicago | ||||||||
| 1702 Sherman Avenue Evanston IL | Evanston | IL | 60201 | None | PC | 2017-18 Faculty/Guest Artist concerts | $5,000 | 60201 |
| Music of the Baroque | ||||||||
| 111 N Wabash Suite 810 Chicago IL | Chicago | IL | 60602 | None | PC | Directors Discretionary or Matching Grant | $5,000 | 60602 |
| Music of the Baroque | ||||||||
| 111 N Wabash Suite 810 Chicago IL | Chicago | IL | 60602 | None | PC | St. John Passion March 2018 | $15,000 | 60602 |
| Music Theater Works | ||||||||
| 516 Fourth Street Wilmette IL 60091 | Wilmette | IL | 60091 | None | PC | Directors Discretionary or Matching Grant | $3,000 | |
| Music Theater Works | ||||||||
| 516 Fourth Street Wilmette IL 60091 | Wilmette | IL | 60091 | None | PC | Candide | $5,000 | |
| National Public Housing Museum | ||||||||
| 625 North Kingsbury Street Chicago | Chicago | IL | 60654 | None | PC | Directors Discretionary or Matching Grant | $5,000 | IL 60654 |
| Newberry Consort | ||||||||
| PO Box 268626 Chicago IL 60626-8626 | Chicago | IL | 606268626 | None | PC | Dangerous Love- Playing with Fire | $3,000 | |
| Newberry Consort | ||||||||
| PO Box 268626 Chicago IL 60626-8626 | Chicago | IL | 606268626 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Newberry Consort | ||||||||
| PO Box 268626 Chicago IL 60626-8626 | Chicago | IL | 606268626 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Newberry Library | ||||||||
| 60 W Walton Street Chicago IL | Chicago | IL | 606103380 | None | PC | matching grant unrestricted | $1,000 | 60610-3380 |
| Northlight Theater | ||||||||
| 9501 N Skokie Blvd Skokie IL 60076 | Skokie | IL | 60076 | None | PC | "Faceless" by Selina Fillinger | $10,000 | |
| Northwestern University - Kellogg School | ||||||||
| Kellogg School of Management 2001 | Evanston | IL | 60208 | None | PC | Directors Discretionary or Matching Grant | $5,000 | Sheridan Road Evanston IL 60208 |
| Northwestern University Block Museum | ||||||||
| 40 Arts Circle Dr Evanston IL | Evanston | IL | 602082410 | None | PC | William Blake Exhibit | $5,000 | 60208-2410 |
| Northwestern University Library | ||||||||
| Music Library 1970 Campus Drive | Evanston | IL | 602082300 | None | PC | Directors Discretionary or Matching Grant | $5,000 | Evanston Il 60208-2300 |
| Northwestern University- School of Music | ||||||||
| 70 Arts Circle Evanston IL 60208 | Evanston | IL | 60208 | None | PC | multi year $45K Winter Cham. Mus., $120 Dover Quartet Residency | $165,000 | |
| Northwestern University- School of Music | ||||||||
| 70 Arts Circle Evanston IL 60208 | Evanston | IL | 60208 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Northwestern University- School of Music | ||||||||
| 70 Arts Circle Evanston IL 60208 | Evanston | IL | 60208 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| Northwestern University- School of Speech | ||||||||
| 1905 Sheridan Road Evanston IL | Evanston | IL | 60208 | None | PC | Music Theatre Program Discretionary Grant | $1,000 | 60208 |
| Over The Rainbow Association | ||||||||
| 2040 Brown Avenue Evanston IL 60201 | Evanston | IL | 60201 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Over The Rainbow Association | ||||||||
| 2040 Brown Avenue Evanston IL 60201 | Evanston | IL | 60201 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| People's Music School | ||||||||
| 931 W Eastwood Chicago IL 60640 | Chicago | IL | 60640 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Porchlight Music Theatre | ||||||||
| 2814 North Lincoln Avenue Chicago | Chicago | IL | 60657 | None | PC | "The Scottsboro Boys" | $3,000 | IL 60657 |
| Ravinia Festival | ||||||||
| 418 Sheridan Road Highland Park IL | Highland Park | IL | 60035 | None | PC | Julliard and Angela Hewitt Concerts Summer 2017 | $40,000 | 60035 |
| Rembrandt Chamber Players | ||||||||
| PO Box 811406 Chicago IL 60681 | Chicago | IL | 60681 | None | PC | Directors Discretionary or Matching Grant | $2,000 | |
| Rembrandt Chamber Players | ||||||||
| PO Box 811406 Chicago IL 60681 | Chicago | IL | 60681 | None | PC | Eastern European Delights | $3,000 | |
| Rembrandt Chamber Players | ||||||||
| PO Box 811406 Chicago IL 60681 | Chicago | IL | 60681 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Remy Bumpo Theatre | ||||||||
| 3717 N Ravenswood Avenue Suite 245 | Chicago | IL | 60613 | None | PC | "Pygmalion" | $3,000 | Chicago Il 60613 |
| Rochester City Ballet | ||||||||
| 1326 University Avenue Rochester NY | Rochester | NY | 146071622 | None | PC | Directors Discretionary or Matching Grant | $500 | 14607-1622 |
| Rochester Oratorio Society | ||||||||
| 1050 East Avenue Rochester NY 14607 | Rochester | NY | 14607 | None | PC | Directors Discretionary or Matching Grant | $500 | |
| Rochester Philharmonic Orchestra | ||||||||
| 108 East Avenue Rochester NY 14604 | Rochester | NY | 14604 | None | PC | Directors Discretionary or Matching Grant | $3,500 | |
| Roosevelt University | ||||||||
| 420 S Michigan Avenue 827 Chicago | Chicago | IL | 60605 | None | PC | Pianofest 2017 | $3,000 | IL 60605 |
| Rush Hour Concerts at St James Cathedral | ||||||||
| 650 N Dearborn Suite 500 Chicago IL | Chicago | IL | 60654 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60654 |
| Space Movement Project | ||||||||
| 1474 N Milwaukee Ave 3rd Fl Chicago | Chicago | IL | 60622 | None | PC | Formidable Dreams project | $5,000 | IL 60622 |
| Spektral Quartet | ||||||||
| 1506 W Rosemont Avenue 1 Chicago IL | Chicago | IL | 60660 | None | PC | 2017-18 Concert Series | $3,000 | 60660 |
| Spektral Quartet | ||||||||
| 1506 W Rosemont Avenue 1 Chicago IL | Chicago | IL | 60660 | None | PC | Directors Discretionary or Matching Grant | $2,000 | 60660 |
| Spektral Quartet | ||||||||
| 1506 W Rosemont Avenue 1 Chicago IL | Chicago | IL | 60660 | None | PC | Directors Discretionary or Matching Grant | $4,000 | 60660 |
| Steppenwolf Theatre | ||||||||
| 1650 N Halsted St Chicago IL 60614 | Chicago | IL | 60614 | None | PC | "Linda Vista" | $50,000 | |
| The David and Alfred Smart Museum of Art | ||||||||
| The University of Chicago 5550 S | Chicago | IL | 60637 | None | PC | Classicism Exhibit | $5,000 | Greenwood Ave Chicago IL 60637 |
| The House Theatre | ||||||||
| 4700 N Ravenswood Suite SW2 Chicago | Chicago | IL | 606404408 | None | "Diamond Dogs" | $7,500 | Il 60640-4408 | |
| The Hypocrites | ||||||||
| 4201 N Ravenswood 105 Chicago Il | Chicago | IL | 60613 | None | PC | "Cinderella at the Theatre of Potatoes" | $7,500 | 60613 |
| The Metropolitan Opera | ||||||||
| The Metropolitan Opera 30 Lincoln | New York | NY | 10023 | None | PC | Directors Discretionary or Matching Grant | $4,000 | Center New York NY 10023 |
| The Seldoms | ||||||||
| 2300 S Archer Ave 2 Chicago IL | Chicago | IL | 60616 | None | PC | The Making | $5,000 | 60616 |
| Third Coast Baroque | ||||||||
| 4547 N Rockwell St 3 Chicago IL | Chicago | IL | 60625 | None | PC | Directors Discretionary or Matching Grant | $4,000 | 60625 |
| Third Coast Baroque | ||||||||
| 4547 N Rockwell St 3 Chicago IL | Chicago | IL | 60625 | None | PC | Directors Discretionary or Matching Grant | $2,000 | 60625 |
| Third Coast Percussion | ||||||||
| 4045 N Rockwell St 301 Chicago IL | Chicago | IL | 60618 | None | PC | Directors Discretionary or Matching Grant | $1,000 | 60618 |
| Third Coast Percussion | ||||||||
| 4045 N Rockwell St 301 Chicago IL | Chicago | IL | 60618 | None | PC | Directors Discretionary or Matching Grant | $4,000 | 60618 |
| Third Coast Percussion | ||||||||
| 4045 N Rockwell St 301 Chicago IL | Chicago | IL | 60618 | None | PC | Paddle to the Sea | $5,000 | 60618 |
| Thodos Dance Chicago | ||||||||
| 860 W Blackhawk Suite 305 Chicago | Chicago | IL | 60642 | None | PC | New Dances July 2017 | $5,000 | IL 60642 |
| Timeline Theatre | ||||||||
| 615 W Wellington Ave Chicago IL | Chicago | IL | 60657 | None | PC | "Paradise Blue" | $7,500 | 60657 |
| Timeline Theatre | ||||||||
| 615 W Wellington Ave Chicago IL | Chicago | IL | 60657 | None | PC | Directors Discretionary or Matching Grant | $5,000 | 60657 |
| University of Chicago Presents | ||||||||
| 5801 S Ellis Ave Chicago IL 60637 | Chicago | IL | 60637 | None | PC | Ligeti Series | $3,000 | |
| University of Michigan - Business School | ||||||||
| 701 Tappan Street Ann Arbor MI | Ann Arbor | MI | 481060966 | None | PC | Directors Discretionary or Matching Grant | $5,000 | 48106-0966 |
| University of Michigan - Business School | ||||||||
| 701 Tappan Street Ann Arbor MI | Ann Arbor | MI | 481060966 | None | PC | Directors Discretionary or Matching Grant | $10,000 | 48106-0966 |
| Victory Gardens Theater | ||||||||
| 2433 N Lincoln Avenue Chicago IL | Chicago | IL | 60614 | None | PC | "Native Gardens" by Zakarias | $10,000 | 60614 |
| Visceral Dance Chicago | ||||||||
| 2820 N Elston Chicago IL 60618 | Chicago | IL | 60618 | None | PC | Fernando Melo work Fall 2017 at Harris | $5,000 | |
| WBEZ Alliance Inc | ||||||||
| 848 E Grand Ave Chicago IL 60611 | Chicago | IL | 60611 | None | PC | Directors Discretionary or Matching Grant | $1,000 | |
| Windows To The World | ||||||||
| 5400 North St Louis Avenue Chicago | Chicago | IL | 60625 | None | PC | $40K Live From WFMT, $60K Impromptu | $150,000 | IL 60625 |
| Windows To The World | ||||||||
| 5400 North St Louis Avenue Chicago | Chicago | IL | 60625 | None | PC | Oliver Dragon Fund for Classical Music Performance and Broadcast. HHM Matching Grant | $20,000 | IL 60625 |
| Writers' Theatre Chicago | ||||||||
| 376 Park Avenue Glencoe IL 60022 | Glencoe | IL | 60022 | None | PC | Theresa Rebeck's "The Scene" | $30,000 | |
| Writers' Theatre Chicago | ||||||||
| 376 Park Avenue Glencoe IL 60022 | Glencoe | IL | 60022 | None | PC | Directors Discretionary or Matching Grant | $10,000 | |
| WXXI Go Public | ||||||||
| PO Box 30021 Rochester NY 14614 | Rochester | NY | 14614 | None | PC | DIRECTORS DISCRETIONARY OR MATCHING GRANT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,596,661 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $332,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $488,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $488,193 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Expense | $11,896 | $7,064 | $0 | $4,832 |
| Accounting Fee paid to Allan Drebin | $6,000 | $6,000 | $0 | $0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Floating Rate bond Fund | $500,000 | $483,984 |
| Fidelity Total Market Index Fund | $2,065,939 | $3,192,110 |
| Loomis Sayles Bond Fund | $342,184 | $333,446 |
| Vanguard Bond Index Fund | $611,351 | $610,229 |
| vanguard Short Term Bond Index Fund | $626,371 | $636,174 |
| vanguard Short Term Bond Index Fund | $1,234,395 | $1,281,510 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expense | CategoryTxt |
| Legal Fees | $4,288 | LegalFeesAmt |
| Net Investment Income | $4,288 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| unrealized gains | $408,087 |
| undistributed grants | $560,665 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $6,713 | $3,361 | $0 | $6,679 |
| Internet Services | $431 | $214 | $0 | $217 |
| Office expense | $488 | $248 | $0 | $240 |
| Photocopying | $284 | $145 | $0 | $139 |
| Parking | $1,320 | $0 | $0 | $1,320 |
| Postage | $468 | $233 | $0 | $235 |
| Professional Associations | $850 | $0 | $0 | $850 |
| State Registration fees | $25 | $0 | $0 | $25 |
| Telephone | $1,641 | $822 | $0 | $819 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $32,468 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $22,594 | Amt |
| Net Investment Income | $22,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal tax | CategoryTxt |
| Amt | $3,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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