THE ROBERT E GALLAGHER CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT E GALLAGHER CHARITABLE TRUST (EIN 36-7180671)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-31
IRS object ID
201623059349100312
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-31T16:08:10-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVE CIOLINO CPA JDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11107 E BELL ROAD SUITE 13AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367180671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT E GALLAGHERBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT E GALLAGHER JRInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone6302853701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARTHUR J GALLAGHER COAddressLine1Txt
CityITASCACityNm
State AbbreviationILStateAbbreviationCd
ZIP601433141ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E GALLAGHER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8476125227PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE CIOLINOPreparerPersonNm
PTINP00119215PTIN
Phone6023144436PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,107,560FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,311,919DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,311,919DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$222,616NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,215,159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,936OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,936OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,092,239TotalRevAndExpnssAmt
Total Net Invst Incm$1,314,855TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$147,769OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$127,769OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$20,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$39,449TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39,449TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$12,001OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$513OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,488OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$223,219TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175,731TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,488TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,288,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,288,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,511,219TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175,731TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,335,488TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,418,980ExcessRevenueOverExpensesAmt
Net Investment Income$1,139,124NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,639CashBOYAmt
Sav And Temp Cash Invst BOY$186,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,049SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,049SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,615,989CorporateStockBOYAmt
Corporate Stock EOY$9,017,306CorporateStockEOYAmt
Corporate Stock EOYFMV$23,092,412CorporateStockEOYFMVAmt
Other Investments BOY$14,433,374OtherInvestmentsBOYAmt
Other Investments EOY$14,767,358OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,891,014OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,771OtherAssetsBOYAmt
Other Assets EOY$14,085OtherAssetsEOYAmt
Other Assets EOYFMV$14,085OtherAssetsEOYFMVAmt
Total Assets BOY$25,327,778TotalAssetsBOYAmt
Total Assets EOY$23,908,798TotalAssetsEOYAmt
Total Assets EOYFMV$43,107,560TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,197,165CapitalStockBOYAmt
Capital Stock EOY$2,197,165CapitalStockEOYAmt
Retained Earning BOY$23,130,613RetainedEarningBOYAmt
Retained Earning EOY$21,711,633RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,327,778TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,908,798TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,327,778TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,908,798TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,327,778TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,418,980ExcessRevenueOverExpensesAmt
Subtotal$23,908,798SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,908,798TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
12,000 SHRS AJG$530,442$191,839$338,603$338,603
SEE ATTACHED STATEMENT$32,900$39,872-$6,972-$6,972
SEE STATEMENT ATTACHED$425,427$702,416-$276,989-$276,989
SEE STATEMENT ATTACHED$220,404$439,669-$219,265-$219,265
INTEREST IN DHS PARTNERSHIP$4,401$62,394-$57,993-$57,9932015-02-15
INTEREST IN TACTICAL EQUITY PARTNERS$1,585$1,5852015-07-15
FieldValueIRS element (for citing)
Capital Gain Net Income-$222,616CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,240,895AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$48,735,149NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045981DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,953,017AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$45,927,582NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042524DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,500,102AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$38,968,688NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038495DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,337,704AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,461,125NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043915DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,027,152AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,336,111NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037575DistributionYr5Rt
Total Distribution0.20849TotalDistributionRt
Average Distribution0.041698AverageDistributionRt
Net Vl Noncharitable Assets$47,049,545NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,961,872AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,391NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,973,263AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,335,488QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$11,391InvestmentIncomeExciseTaxAmt
Subtotal$11,391SubtotalAmt
Tax Based On Investment Income$11,391TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,901EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$30,901TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$19,510OverpaymentAmt
Applied To ES Tax$19,510AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E GALLAGHER JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8476125227PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TWO PIERCE PLACEAddressLine1Txt
CityITASCACityNm
State AbbreviationILStateAbbreviationCd
ZIP601433141ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT E GALLAGHER JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARTHUR J GALLAGHER COAddressLine1Txt
CityITASCACityNm
State AbbreviationILStateAbbreviationCd
ZIP601433141ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$24,000CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,458,459AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$307,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,766,036TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,766,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$716,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,049,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,352,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,352,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,391TaxBasedOnInvestmentIncomeAmt
Total Tax$11,391TotalTaxAmt
Distributable Before Adj$2,341,086DistributableBeforeAdjAmt
Distributable Before Ded$2,341,086DistributableBeforeDedAmt
Distributable As Adjusted$2,341,086DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,335,488ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,335,488QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$11,391PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,324,097AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,341,086DistributableAsAdjustedAmt
Undistributed Income PY$2,373,458UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,335,488QualifyingDistributionsAmt
Applied To Year1$2,335,488AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Taxable2$37,970Taxable2Amt
Undistributed Income CY$2,341,086UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG SHOULDERS ARCHDIOCESE OF CHICAGO
309 WEST WASHINGTON STREETCHICAGOIL60606N/APUBLICGENERAL$1,016,000
CATHOLIC CHARITIES
126 NORTH DES PLAINES STREETCHICAGOIL60606N/APUBLICGENERAL$50,000
CLEARBROOK
2800 CENTRAL ROADROLLING MEADOWSIL60068N/APUBLICGENERAL$40,000
ALS THERAPY DEVELOPMENT
215 FIRST STREET 2ND FLOORCAMBRIDGEMA02142N/APUBLICGENERAL$15,000
HOUSE OF GOOD SHEPARD
1114 WEST GRACE STREETCHICAGOIL60613N/APUBLICGENERAL$5,000
JESUIT INTERNATIONAL MISSION
2059 NORTH SEDGWICK STREETCHICAGOIL60614N/APUBLICGENERAL$15,000
SISTERS OF PROVIDENCE
1 SISTERS OF PROVIDENCE ROADSAINT MARY OF THE WOODIN47876N/APUBLICGENERAL$1,000
ST FRANCIS HOSPITAL
355 RIDGE AVENUEEVANSTONIL60602N/APUBLICMEDICAL$10,000
LOYOLA ACADEMY
1100 LARAMIE AVENUEWILMETTEIL60091N/APUBLICEDUCATION$20,000
CRISTO REY HIGH SCHOOL
1552 WEST 22ND PLACECHICAGOIL60608N/APUBLICGENERAL$10,000
JUVENILE DIABETES FOUNDATION
2109 MIDDLEFORK ROADNORTHFIELDIL60093N/APUBLICGENERAL$70,000
DEPAUL UNIVERSITY
1 EAST JACKSON BLVDCHICAGOIL60604N/APUBLICGENERAL$20,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUECHICAGOIL60603N/APUBLICGENERAL$15,000
WTTW CHANNEL 11
5400 NORTH ST LOUIS AVENUECHICAGOIL60625N/APUBLICGENERAL$15,000
MISERICORDIA
6300 NORTH RIDGECHICAGOIL60660N/APUBLICGENERAL$10,000
MULTIPLE SCLEROSIS
663 ALNWICK COURTINVERNESSIL60010N/APUBLICGENERAL$40,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215N/APUBLICEDUCATION$60,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905N/APUBLICGENERAL$35,000
FR SMYTHS STANDING TALL FND
1100 N RIVER ROADDESPLAINESIL60016N/APUBLICGENERAL$10,000
SISTERS OF MARY OF KAKAMEGA
2660 NE HIGHWAY 20 SUITE 610BENDOR97701N/APUBLICGENERAL$5,000
MOBILE CARE
2244 S WOLCOTTCHICAGOIL60638N/APUBLICGENERAL$5,000
WOODLANDS SACRED HEART
760 E WESTLEIGHLAKE FORESTIL60045N/APUBLICGENERAL$10,000
ROBERT H LURIE CANCER CENTER
675 N ST CLAIRECHICAGOIL60611N/APUBLICMEDICAL$50,000
CHRIST CHILD SOCIETY
4340 EAST WEST HIGHWAYBETHESDAMD20814N/APUBLICGENERAL$10,000
CHICAGO HISTORIC MUSEUM
1601 N CLARKCHICAGOIL60614N/APUBLICGENERAL$10,000
THE LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE SUITE 310WHITE PLAINSNY10605N/APUBLICGENERAL$60,000
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVECHICAGOIL60605N/APUBLICGENERAL$10,000
FOUNDATION FOR WOMEN
4747 MORENA SUITE 375SAN DIEGOCA92117N/APUBLICGENERAL$30,000
MIDWEST PALLIATIVE HOSPICE
2050 CLAIRE COURTGLENVIEWIL60025N/APUBLICGENERAL$50,000
MUSEUM OF SCIENCE & INDUSTRY
5700 SOUTH LAKE SHORE DRIVECHICAGOIL60637N/APUBLICGENERAL$10,000
NATIONAL BREAST CANCER FOUNDATION
2600 NETWORK BLVD SUITE 300FRISCOTX75034N/APUBLICGENERAL$50,000
ASPCA
424 E 92ND STREETNEW YORKNY10128N/APUBLICGENERAL$10,000
WASHINGTON JESUIT ACADEMY
900 VARNUM STREETWASHINGTONDC20017N/APUBLICGENERAL$10,000
LEGAL ASSISTANCE FOUNDATION OF CHICAGO
120 SOUTH LASALLE STREET SUITE 900CHICAGOIL60603N/APUBLICGENERAL$25,000
MARYCARE INC
85 MECHANIC STREETNEW HAVENCT06511N/APUBLICGENERAL$15,000
AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014N/APUBLICGENERAL$10,000
BOYS HOPE GIRLS HOPE
12120 BRIDGETON SQUARE DRIVEBRIDGETONMO63044N/APUBLICGENERAL$10,000
THE CARTER CENTER
453 FREEDOM PARKWAYATLANTAGA30307N/APUBLICGENERAL$5,000
COLLEGE POSSIBLE
540 FAIRVIEW AVENUE SUITE 304ST PAULMN55104N/APUBLICGENERAL$15,000
HUMANE SOCIETY
2100 L STREET NWWASHINGTONDC20037N/APUBLICGENERAL$10,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134N/APUBLICGENERAL$20,000
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918N/APUBLICGENERAL$10,000
PUBLIC INTEREST LAW INITIATIVE
321 N CLARKCHICAGOIL60654N/APUBLICGENERAL$11,000
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREETSAN FRANCISCOCA94105N/APUBLICGENERAL$5,000
WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APUBLICGENERAL$10,000
ALZHEIMERS RESEARCH FND - FISHER CENTER
199 WATER STREETNEW YORKNY10038N/APUBLICGENERAL$55,000
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469N/AGENERAL$10,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632N/AGENERAL$20,000
CITY OF HOPE - LEUKEMIA RESEARCH
1500 E DUARTE ROADDUARTECA91010N/AGENERAL$75,000
RONALD MCDONALD HOUSE
26345 NETWORK PLACECHICAGOIL60673N/AGENERAL$30,000
OLD IRVING PARK COMMUNITY CLINIC
5425 W ADDISONCHICAGOIL60641N/AGENERAL$10,000
CHARITY NAVIGATOR
PO BOX 6002BELLMAWRNJ08099N/AGENERAL$5,000
ST THERESE CATHOLIC SCHOOL
218 W ALEXANDERCHICAGOIL60616N/AEDUCATION$100,000
AMVETS
4647 FORBES BLVDLANHAMMD20706N/AGENERAL$20,000
FRANCIS W PARKER SCHOOL
330 W WEBSTER AVECHICAGOIL60614N/AGENERAL$5,000
ST JUDE HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/AGENERAL$25,000
ST BERNARD PARISH
326 W 64TH STREETCHICAGOIL60621N/AGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,288,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,406ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,309,449ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$222,616ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,092,239ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,092,239TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockARTHUR J GALLAGHER & COStockNm
EOY Book Value$9,017,306EOYBookValueAmt
EOYFMV$23,092,412EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NOTESAT COST$932,883$932,883
BAIRDAT COST$8,954,178$11,301,026
SCHWABAT COST$1,406,821$3,606,747
DHSAT COST$0$0
AURORAAT COST$990,000$1,184,713
THIRTEEN PARTNERSAT COST$1,030,000$1,308,184
AURORA OFFSHORE IIAT COST$550,000$634,090
SSARIS MULTI-MANAGERAT COST$702,414$681,359
METROPOLITAN RE PARTNERSAT COST$201,062$242,012

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLE - BAIRDDesc
BOY Book Value$6,771BOYBookValueAmt
EOY Book Value$14,085EOYBookValueAmt
EOYFMV$14,085EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ILLINOIS CHARITY BUREAU FUND$15$15
LUNCH & DINNER EVENTS/AWARDS$11,473$11,473
MISC$513$513

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSSARIS MULTI-MANAGER ABSOLUTE RETURNDesc
Revenue And Expenses Per Books$2,936RevenueAndExpensesPerBooksAmt
Net Investment Income$2,936NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$2,200$2,200
ADMINISTRATION FEES$85,569$65,569$20,000
INVESTMENT ADVISORY FEES$60,000$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$35,000$35,000
FOREIGN TAXES$4,449$4,449

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