MARY BARNES DONNELLEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARY BARNES DONNELLEY FAMILY FOUNDATION (EIN 36-3487746)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349100720
- 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
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T06:46:38-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simpson Estates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 North Lasalle Ste 1232 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606023344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363487746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BARNES DONNELLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3127263110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN B MELLIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Lihosit | PreparerPersonNm |
| PTIN | P01257947 | PTIN |
| Phone | 3127263110 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,903,819 | 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 | $64,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,821 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,693 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,693 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $219,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,940 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,020 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,420 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $768 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $768 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,316 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,880 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,643 | CashBOYAmt |
| Cash EOY | $23,066 | CashEOYAmt |
| Cash EOYFMV | $23,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $481,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,226 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,377 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,346 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,377 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,377 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $142,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $950,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $950,060 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $931,350 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,082,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,417,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,659,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,666,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,722,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,903,819 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,735 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $805 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $13,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $805 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,652,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,721,634 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,652,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,666,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,722,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,652,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,212 | OtherIncreasesAmt |
| Subtotal | $2,721,634 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SIMGLO L.P. - SHORT TERM LOSS | P | $1,015 | -$1,015 | -$1,015 | |
| SIMGLO L.P. - LONG TERM GAIN | P | $9,532 | $9,532 | $9,532 | |
| SGF - LONG TERM GAIN | P | $153,810 | $153,810 | $153,810 | |
| JGB PARTNERS #1 - SHORT TERM LOSS | P | $9,161 | -$9,161 | -$9,161 | |
| JGB PARTNERS #1 - LONG TERM GAIN | P | $52 | $52 | $52 | |
| JGB PARTNERS #3 - SHORT TERM GAIN | P | $8,518 | $8,518 | $8,518 | |
| JGB PARTNERS #3 - LONG TERM LOSS | P | $3,321 | -$3,321 | -$3,321 | |
| AG OWL FUND - LT GAIN | P | $2,036 | $2,036 | $2,036 | |
| CLOUGH INVESTMENTS - SHORT TERM LOSS | P | $22,246 | -$22,246 | -$22,246 | |
| CLOUGH INVESTMENTS - LONG TERM GAIN | P | $11,898 | $11,898 | $11,898 | |
| CLOUGH INVESTMENTS - STRADDLES | P | $398 | $398 | $398 | |
| SGF - SHORT TERM LOSS | P | $6,407 | -$6,407 | -$6,407 | |
| Capital Gain Dividends | $1,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,046,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04815 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,143,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,084,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,894,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04596 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,834,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04037 | DistributionYr5Rt |
| Total Distribution | 0.245487 | TotalDistributionRt |
| Average Distribution | 0.049097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,895,972 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,184 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,030 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,214 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,109 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,059 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,059 | SubtotalAmt |
| Tax Based On Investment Income | $4,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,623 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,623 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,564 | OverpaymentAmt |
| Applied To ES Tax | $1,564 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON ESTATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127263110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N LA SALLE ST SUITE 1232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606023344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN B MELLIN | ||||||
| 30 N LA SALLE | CHICAGO | IL | 60602 | President | 0.00 | $0 |
| DEBRA M COY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Secretary | 0.00 | $0 |
| TIMOTHY M CRENSHAW | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Treasurer | 0.00 | $0 |
| REUBEN S DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| NAOMA DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| LAREN DONNELLEY | ||||||
| 30 N LA SALLE ST | CHICAGO | IL | 60602 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,653,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,286,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,940,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,940,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,895,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,059 | TotalTaxAmt |
| Distributable Before Adj | $140,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,109 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $139,109 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $139,109 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,740 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,109 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,109 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,631 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,631 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,709 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $39,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,699 | ExcessFromYear3Amt |
| Excess From Year2 | $21,596 | ExcessFromYear2Amt |
| Excess From Year1 | $414 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DE PAUL UNIVERSITY | ||||||
| 14026 COLLECTION CENTER DR | CHICAGO | IL | 60693 | NONE | TUITION - CAMILLE ELLIS | $4,928 |
| BLUES KIDS FOUNDATION | ||||||
| 10754 S RHODES | CHICAGO | IL | 60628 | NONE | MATCHING GIFT | $17,500 |
| UNIVERSITY OF ILLINOIS-CHICAGO | ||||||
| 28393 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | LIZBETH PEREZ OLAZABA SCHOLARSHIP | $9,000 |
| DELTA WATERFOWL FOUNDATION | ||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | PREDATOR MANAGEMENT WORK | $30,000 |
| CHICAGO ZOOLOGICAL SOCIETY | ||||||
| 3300 S GOLF ROAD | BROOKFIELD | IL | 60513 | NONE | UNRESTRICTED | $5,000 |
| DE LA SALLE INSTITUTE | ||||||
| 3434 S MICHIGAN | CHICAGO | IL | 60616 | NONE | SCHOLARSHIP - JEREMY DEVON INNISS | $3,335 |
| UNIVERSITY OF ILLINOIS | ||||||
| UNIV HALL 115 1 UNIVERSITY PLAZA | SPRINGFIELD | IL | 62703 | NONE | TUITION - HALEY E. GOBEN | $1,736 |
| PROVISO AREA FOR EXCEPTIONAL CHILDR | ||||||
| 1000 VAN BUREN STREET | MAYWOOD | IL | 60153 | NONE | HOTSTUFF AFTER-SCHOOL AND SUMMER PROGRAMS | $7,500 |
| WATOTOWORLD | ||||||
| 73 MILLVALE ROAD | HAVERHILL | MA | 01830 | NONE | UNRESTRICTED | $20,000 |
| RICHARD T CRANE MEDICAL PREP HIGH S | ||||||
| 2245 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | UNRESTRICTED | $3,000 |
| CONCORDIA UNIVERSITY | ||||||
| 7400 AUGUSTA STREET | RIVER FOREST | IL | 60305 | NONE | SCHOLARSHIP - ISRAEL DOSIE | $10,247 |
| INSTITUTE FOR COMMUNITY | ||||||
| 175 S HIGHPOINT DRIVE | ROMEOVILLE | IL | 60446 | NONE | UNRESTRICTED | $10,000 |
| CONCORDIA UNIVERSITY CHICAGO | ||||||
| 7400 AUGUSTA STREET | RIVER FOREST | IL | 60305 | NONE | SCHOLARSHIP - DEAGAN E. LOGAN | $14,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,689 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,576 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,940 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SIMPSON ESTATES FEES | $4,840 | $2,420 | $0 | $2,420 |
| TAX PREP FEES | $5,600 | $5,600 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT TO MARY BARNES DONNELLEY FAMILY FOUNDATION 2016 RETURN OF PRIVATE FOUNDATIONThe overpayment from 2015 credited to the 2016 Form 990-PF has been adjusted,by adding $ 850.00. This amount was the 2015 Extension payment, which was not included as a payment on the 2015 return. A refund check for $ 850 was subsequently sent to the Foundation, but it was sent back, and the Foundationwill show the $ 850 as an increase of the overpayment from 2015 to 2016. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| PORTFOLIO DEDUCT - AG ENERGY | $122 | $122 |
| PORTFOLIO DEDUCT - AG OWL FUND | $4 | $4 |
| PORTFOLIO DEDUCT - HAMILTON ROBINSON | $19 | $19 |
| PORTFOLIO DEDUCT - JGB PARTNERS #1 | $183 | $183 |
| PORTFOLIO DEDUCT - JGB PARTNERS #3 | $1,401 | $1,401 |
| PORTFOLIO DEDUCT - SIMGLO | $3,595 | $3,595 |
| PORTFOLIO DEDUCT- SGF | $1,529 | $1,529 |
| PORTFOLIO DEDUCTIONS - ASC INVESTORS | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $9,693 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,693 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL ACCOUNT ADJUSTMENT | $369 |
| PARTNERSHIP INCOME ADJUSTMENT | $1,343 |
| PLEDGES PAYABLE ADJUSTMENT | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $4,350 | |
| FOREIGN INCOME TAXES | $1,314 | $1,314 |
| FRANCHISE TAXES | $2 | $2 |
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