BETA

CHEZ FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHEZ FAMILY FOUNDATION (EIN 26-4654718)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-05
IRS object ID
201732489349100203
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)
Return2017-09-05T12:03:15-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814787461PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pitstick & Associates LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 W State StreetAddressLine1Txt
CitySycamoreCityNm
State AbbreviationILStateAbbreviationCd
ZIP60178ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264654718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHEZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHEZBusinessNameControlTxt
Phone7738566441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD L CHEZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7738566441PhoneNum
Signature2017-08-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBryan T PitstickPreparerPersonNm
PTINP00285763PTIN
Phone8159919380PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.73.180.225IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-23IPDt
IP Tm09:30:00IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC8BF651B6D78BB5C10D53E9EFABA1F4A84D3EE32AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,936,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,917InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,917InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,387NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,139GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,387CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$527,862TotalRevAndExpnssAmt
Total Net Invst Incm$27,862TotalNetInvstIncmAmt
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$3,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,928AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,927AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,095TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,367OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$225OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38,142OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40,069TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$340,615ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$340,615ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$388,932TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$380,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$138,930ExcessRevenueOverExpensesAmt
Net Investment Income$25,709NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,423,913CashBOYAmt
Cash EOY$565,304CashEOYAmt
Cash EOYFMV$565,320CashEOYFMVAmt
Corporate Stock BOY$1,314,174CorporateStockBOYAmt
Corporate Stock EOY$2,311,726CorporateStockEOYAmt
Corporate Stock EOYFMV$1,370,888CorporateStockEOYFMVAmt
Other Assets BOY$13OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,738,100TotalAssetsBOYAmt
Total Assets EOY$2,877,030TotalAssetsEOYAmt
Total Assets EOYFMV$1,936,208TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,738,100RetainedEarningBOYAmt
Retained Earning EOY$2,877,030RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,738,100TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,877,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,738,100TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,877,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,738,100TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$138,930ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,877,030SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,877,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIFTH THIRD BANK (PUBLICLY TRADED SECURITIES) - SHORT TERMP2016-01-012016-12-31$114,580$100,914$13,666$13,666
FIFTH THIRD BANK (PUBLICLY TRADED SECURITIES) - LONG TERMP2015-01-012016-12-31$48,559$45,838$2,721$2,721
FieldValueIRS element (for citing)
Capital Gain Net Income$16,387CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,795AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,237,887NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.018229DistributionYr1Rt
Adjusted Qlfy Distri Yr2$315,592AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,849,718NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.170616DistributionYr2Rt
Adjusted Qlfy Distri Yr3$285,787AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,060,339NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.269524DistributionYr3Rt
Adjusted Qlfy Distri Yr4$206,017AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$294,148NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.700386DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,479AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,695NetVlNoncharitableAssetsYr5Amt
Distribution Yr57.993620DistributionYr5Rt
Total Distribution9.152375TotalDistributionRt
Average Distribution1.830475AverageDistributionRt
Net Vl Noncharitable Assets$1,700,159NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,112,099AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$257NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,112,356AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$380,684QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$514InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$514SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$514TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,120TotalPaymentsAndCreditsAmt
Overpayment$3,606OverpaymentAmt
Applied To ES Tax$3,606AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD L CHEZIndividualWithBooksNm
Phone7738566441PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD L CHEZ
1524 N ASTOR STREETCHICAGOIL60610TRUSTEE1.00$0$0$0
ERIC J CHEZ
1758 N HONORE STREETCHICAGOIL60622TRUSTEE1.00$0$0$0
ELIZABETH A MACKNIN
2039 BURR OAK LANEHIGHLAND PARKIL60035TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$744,291AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$981,759AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,726,050TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,726,050AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,891CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,700,159NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,008MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,008MinimumInvestmentReturnAmt
Tax Based On Investment Income$514TaxBasedOnInvestmentIncomeAmt
Total Tax$514TotalTaxAmt
Distributable Before Adj$84,494DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,494DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,494DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$380,684QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$380,684AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,494DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$100,844ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$191,310ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$233,409ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$224,831ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$750,394TotalExcessDistributionCyovAmt
Qualifying Distributions$380,684QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,494AppliedToCurrentYearAmt
Remaining Distri From Corpus$296,190RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,046,584TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$100,844ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$945,740ExcessDistriCyovToNextYrAmt
Excess From Year4$191,310ExcessFromYear4Amt
Excess From Year3$233,409ExcessFromYear3Amt
Excess From Year2$224,831ExcessFromYear2Amt
Excess From Current Year$296,190ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD L CHEZContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEITH MARSHALL - INTERIM ASSOCIATERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF ILLINOIS 901 WESTAddressLine1Txt
Address Line2ILLINOIS STREET SUITE 103AddressLine2Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP61801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2173330302RecipientPhoneNum
Recipient Email AddressUISCHOLARSHIPS@ILLINOIS.EDURecipientEmailAddressTxt
Form And Info And MaterialsA FORMAL APPLICATION EXISTS AT HTTP://ADMISSIONS.ILLINOIS.EDU/APPLY/FRESHMAN OR EMAIL UISCHOLARSHIPS@ILLINOIS.EDU.FormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY (ANNUALLY)SubmissionDeadlinesTxt
Restrictions On AwardsRequirements: Chicago Public High School students from economically disadvantaged backgrounds; a three-year cumulative GPA of 3.0 or higher in a college preparatory curriculum, including work in math, science, and English; a strong work ethic and involvement in extracurricular activities. Amount: up to $10,000 Renewable: Yes - four years, provided the student maintains a 2.5 GPA Number Awarded Annually: 9RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL618012962NONEPUBLIC CHARITYSCHOLARSHIPS AND GRANTS$340,115
ALLIANCE FOR GLOBAL EDUCATION
6201 CORPORATE DRIVE SUITE 200INDIANAPOLISIN46278NONEPUBLIC CHARITYSCHOLARSHIPS AND GRANTS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$340,615TotalGrantOrContriPdDurYrAmt
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$2,917ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,558ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,387ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,862ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,862TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RONALD L CHEZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,855Amt
Net Investment Income$1,928NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,927DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLUE CALYPSO INC$111,496$10,161
CINEDIGM CORP$515,699$48,059
DAKOTA PLAINS HLDGS$126,569$216
IRONCLAD PERFORMANCE WEAR CO$96,588$95,138
GUARDIAN 8 HLDGS INC$40,890$176
NEONODE INC$89,895$85,692
OMNITEK ENGR CORP$63,644$4,627
OPTIMIZERX CORP$314,319$235,151
PROFESSIONAL DIVERSITY NETWORK$0$0
TRUE DRINK HLDGS INC$72,969$34,548
SANTA CRUZ CNTY BK CALIF$30,350$38,500
ISHARES S&P PFD STK INDX FN$849,307$818,620

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$13BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE ADMINISTRATIVE SERVICES$36,000$0$36,000
FILING FEES$15$0$15
BANK FEES$225$225$0
GENERAL & ADMINISTRATIVE EXPENSE$2,127$0$2,127

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$6,095Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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