BETA

SPECIAL PEOPLE IN NEED: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SPECIAL PEOPLE IN NEED (EIN 58-1483651)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-08
IRS object ID
201600999349100315
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)
Return2016-04-08T15:28:02-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390432630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1QUARLES & BRADY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581483651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPECIAL PEOPLE IN NEEDBusinessNameLine1Txt
Business Name Line2C/O SARAH M LINSLEYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSPECBusinessNameControlTxt
Phone3127155000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH M LINSLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3127155000PhoneNum
Signature2016-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH M LINSLEYPreparerPersonNm
PTINP01317392PTIN
Phone3127155000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,351,571FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$76,815DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,815DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$183,317NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$243,340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$183,317CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,002OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$263,134TotalRevAndExpnssAmt
Total Net Invst Incm$260,132TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$46,752LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$46,752LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$40,733AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$40,733AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,598OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,598OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,370TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$229OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$204OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$109,682TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,535TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,777TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,132TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,535TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,227TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,002ExcessRevenueOverExpensesAmt
Net Investment Income$217,597NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$340,783SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$148,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$148,988SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$325AcctRcvblBOYAmt
US Government Obligations BOY$55,984USGovernmentObligationsBOYAmt
US Government Obligations EOY$53,504USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$54,852USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,580,045CorporateStockBOYAmt
Corporate Stock EOY$2,725,363CorporateStockEOYAmt
Corporate Stock EOYFMV$3,552,694CorporateStockEOYFMVAmt
Corporate Bonds BOY$437,108CorporateBondsBOYAmt
Corporate Bonds EOY$536,395CorporateBondsEOYAmt
Corporate Bonds EOYFMV$542,537CorporateBondsEOYFMVAmt
Other Investments BOY$37,500OtherInvestmentsBOYAmt
Other Investments EOY$37,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$52,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,451,745TotalAssetsBOYAmt
Total Assets EOY$3,501,750TotalAssetsEOYAmt
Total Assets EOYFMV$4,351,571TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,451,745UnrestrictedBOYAmt
Unrestricted EOY$3,501,750UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,451,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,501,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,451,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,501,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,451,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,002ExcessRevenueOverExpensesAmt
Other Increases$3OtherIncreasesAmt
Subtotal$3,501,750SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,501,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FNMA PRINCIPAL DISTRIBUTIONSP2015-12-31$1,840$1,791$49$49
FIRST ZOUNDS DISTRIBUTIONP2015-12-31$61$61$61
PUBLICLY TRADED SECURITIES MORGANP2015-12-31$91,025$58,232$32,793$32,793
CAPITAL GAINS DIVIDENDSP$150,414$150,414$150,414
FieldValueIRS element (for citing)
Capital Gain Net Income$183,317CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$184,341AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,732,984NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038948DistributionYr1Rt
Adjusted Qlfy Distri Yr2$202,509AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,423,851NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045777DistributionYr2Rt
Adjusted Qlfy Distri Yr3$178,946AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,175,329NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042858DistributionYr3Rt
Adjusted Qlfy Distri Yr4$237,332AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,214,388NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056315DistributionYr4Rt
Adjusted Qlfy Distri Yr5$174,982AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,036,054NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043355DistributionYr5Rt
Total Distribution0.227253TotalDistributionRt
Average Distribution0.045451AverageDistributionRt
Net Vl Noncharitable Assets$4,581,588NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$208,238AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,176NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$210,414AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$162,227QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,352InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,352SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,352TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Overpayment$2,448OverpaymentAmt
Applied To ES Tax$2,448AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SARAH M LINSLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127155000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MOLLY M GERBAZ
0362 WILLOW LN PO BOX 1325CARBONDALECO81623DIR/CHAIR0.50$0$0$0
LESLIE H MORNINGSTAR
PO BOX 342VIRGINIA CITYMT59755DIR/VP0.50$0$0$0
LARRY D GERBAZ
0362 WILLOW LN PO BOX 1325CARBONDALECO81623DIR/VP0.50$0$0$0
GARY H KLINE
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIRECTOR0.50$0$0$0
TERRY A SKWORCH
305 WYOMA LANESCHAUMBURGIL60193DIRECTOR0.50$0$0$0
KENNETH A ALGOZIN
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIRECTOR0.50$0$0$0
LYDIA T WHITEHEAD
4824 CHEVY CHASE BLVDCHEVY CHASEMD20815DIRECTOR0.50$0$0$0
LESLIE ANN GERBAZ-BLUE
298 SILVER KING COURTGLENWOOD SPRINGSCO81601DIRECTOR0.50$0$0$0
ANNE K MORNINGSTAR
703 SOUTH THIRD WESTMISSOULAMT59801DIRECTOR0.50$0$0$0
SARAH M LINSLEY
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIR/SECRETARY5.00$0$0$0
HEIDI KIMMEL
33 GAMBA DRIVEGLENWOOD SPRINGSIL81601DIRECTOR0.50$0$0$0
PATRICK J BITTERMAN
300 N LASALLE ST SUITE 4000CHICAGOIL60654TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1QUARLES & BRADY LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL/ACCTG/MANAGEMENTServiceTypeTxt
Compensation$99,485CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,314,657AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$273,022AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$63,679FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,651,358TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,651,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,770CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,581,588NetVlNoncharitableAssetsAmt
Minimum Investment Return$229,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$229,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,352TaxBasedOnInvestmentIncomeAmt
Total Tax$4,352TotalTaxAmt
Distributable Before Adj$224,727DistributableBeforeAdjAmt
Recoveries Qualfied Distri$3,002RecoveriesQualfiedDistriAmt
Distributable Before Ded$227,729DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$227,729DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,227ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$162,227QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$162,227AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,729DistributableAsAdjustedAmt
Undistributed Income PY$58,074UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$162,227QualifyingDistributionsAmt
Applied To Year1$58,074AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$104,153AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$123,576UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARAH M LINSLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3127155000RecipientPhoneNum
Form And Info And MaterialsSEE GRANT GUIDELINES, WHICH ARE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE GRANT GUIDELINES, WHICH ARE ATTACHEDSubmissionDeadlinesTxt
Restrictions On AwardsSEE GRANT GUIDELINES, WHICH ARE ATTACHEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY CONSULTANTS
426 S MADISON STREETCORTEZCO81321NONEPCGENERAL$1,000
ABILITY FOUNDATION
5236 S GREENPINE DRIVESALT LAKE CITYUT84123NONEPCGENERAL$2,000
ACCESS LIVING
115 WEST CHICAGO AVENUECHICAGOIL60654NONEPCGENERAL$2,000
ADAMS CAMP
6767 SOUTH SPRUCE ST SUITE 102CENTENNIALCO80112NONEPCGENERAL$500
ALICE LLOYD COLLEGE
100 PURPOSE ROADPIPPA PASSESKY41844NONEPCGENERAL$3,000
ANIXTER CENTER
2001 N CLYBOURNE AVENUE STE 300CHICAGOIL60614NONEPCGENERAL$1,500
ANSONIA MUSIC OUTREACH
330 WADSWORTH AVENUENEW YORKNY10004NONEPCGENERAL$1,500
ASSOCIATION OF HORIZON INC
3712 NORTH BROADWAY 335CHICAGOIL60613NONEPCGENERAL$2,500
AXIS DANCE COMPANY
1428 ALICE STREETOAKLANDCA94612NONEPCGENERAL$2,000
BIR TRAINING CENTER - SHALANDA GERALD
3601 W DEVON AVENUECHICAGOIL60659NONEPCGENERAL$1,600
CALIFORNIA STATE UNIVERSITY - GABRIELLE HATHAWAY
400 WEST FIRST STREETCHICOCA95929NONEPCGENERAL$2,000
CAMP HOLIDAY TRAILS
400 HOLIDAY TRAILS LANECHARLOTTESVILLEVA22903NONEPCGENERAL$3,500
CAMP VIRGINIA JAYCEE
PO BOX 648BLUE RIDGEVA24064NONEPCGENERAL$1,000
CAN DO CANINES ASSISTANCE DOGS
9440 SCIENCE CENTER DRIVCENEW HOPEMN55428NONEPCGENERAL$2,000
CATCHING THE DREAM
8200 MOUNTAIN ROAD NE SUITE 203ALBUQUERQUENM87110NONEPCGENERAL$2,500
CENTER FOR HEARING & SPEECH
9835 MANCHESTER ROADST LOUISMO63119NONEPCGENERAL$1,000
CENTER FOR MUSIC FOR PEOPLE WITH DISABILITIES
415 WEST CENTRAL AVENUEWMISSOULAMT59801NONEPCCAMP HOLIDAY TRAILS$2,000
CHESAPEAKE POTOMAC SPINA BIFIDA
PO BOX 1750ANNAPOLISMD21404NONEPCGENERAL$1,000
CHESAPEAKE THERAPEUTIC RIDING
PO BOX 475ABINGDONMD21009NONEPCGENERAL$2,000
COLUMBIA COLLEGE CHICAGO - STEPHANIE CALDERON
600 SOUTH MICHIGAN AVE ROOM 303CHICAGOIL60605NONEPCGENERAL$2,000
COMMUNITY PREPARATORY SCHOOL
126 SOMERSET STREETPROVIDENCERI02907NONEPCGENERAL$1,000
CORBIN UNIVERSITY - ELIZABETH ALBRIGHT
5000 DEER PARK DRIVE SESALEMOR97312NONEPCGENERAL$500
CUMBERLAND COLLEGE
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY407691372NONEPCGENERAL$3,000
DISABLED PATRIOTS FUND
10767 W 163RD PLACEORLAND PARKIL60467NONEPCGENERAL$1,500
DONKA INC
400 NORTH COUNTY FARM ROADWHEATONIL60187NONEPCGENERAL$1,500
ELIM CHRISTIAN SERVICES
13020 S CENTRAL AVENUEPALOS HEIGHTSIL60462NONEPCGENERAL$1,350
ELLING HOUSE ARTS AND HUMANITIES CENTER
PO BOX 104VIRGINIA CITYMT59755NONEPCGENERAL$2,500
EMERGENCY FAMILY ASSISTANCE ASSOCIATION
1575 YARMOUTH AVENUEBOULDERCO803040564NONEPCGENERAL$1,500
EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC
PO BOX 273542BOCA RATONFL334273542NONEPCGENERAL$2,000
FRAMINGHAM STATE UNIVERSITY - STEPHANIE WILLIAMS
100 STATE STREETFRAMINGHAMMA01701NONEPCGENERAL$1,500
FREEDOM GOLF ASSOCIATION
504 BURR RIDGE CLUB DRIVEBURR RIDGEIL60527NONEPCGENERAL$1,000
FRIEDMAN PLACE
5527 NORTH MAPLEWOODCHICAGOIL60625NONEPCGENERAL$2,000
GEORGE MASON UNIVERSITY - CHRISTOPHER CARTER
4400 UNIVERSITY DRIVE MS3B5FAIRFAXVA22030NONEPCGENERAL$2,000
GEORGE WASHINGTON UNIVERSITY - NOAH YOSIF
2121 I STREET NWWASHINGTONDC20052NONEPCGENERAL$3,000
HELPING HANDS FOR MONKEYS
541 CAMBRIDGE STREETBOSTONMA02134NONEPCGENERAL$2,000
INSTITUTE FOR SPECIAL ED OF SARAH SCHENIRER-ROCHEL OZUR
4622 FOURTEENTH AVENUEBROOKLYNNY11219NONEPCGENERAL$2,600
INTERNATIONAL HEARING DOG INC
5901 EAST 89TH AVENUEHENDERSONCO80640NONEPCGENERAL$2,000
KSDS INC
124 W 7TH STREETWASHINGTONKS66968NONEPCGENERAL$2,000
LITTLE BIT THERAPEUTIC RIDING CENTER
19802 NE 148TH STREETWOODINVILLEWA98077NONEPCGENERAL$1,000
MARIAN UNIVERSITY - EVAN MATHIAS
3200 COLD SPRINGS ROADINDIANAPOLISIN46222NONEPCGENERAL$3,000
MCDANIEL COLLEGE - KRISTOFER KEEFER
2 COLLEGE HILLWESTMINISTERMD21157NONEPCGENERAL$2,000
NATIONAL LOUIS UNIVERSITY - ROBEL SOLOMON
1000 CAPITAL DRIVEWHEELINGIL60049NONEPCGENERAL$1,500
NEW ENGLAND YOUTH THEATRE
100 FLAT STREETBRATTLEBOROVT05301NONEPCGENERAL$1,000
PADS LAKE COUNTY
1800 GRANT AVENUEWAUKEGANIL60085NONEPCGENERAL$1,000
PROVIDENCE ST MED SCHOOL
119 SOUTH CENTRAL PARK BLVDCHICAGOIL60624NONEPCGENERAL$2,000
RMH SERVICES
1104 PITT AVENUEBRENERTONWA98310NONEPCGENERAL$2,000
ROCKFORD UNIVERSITY - STEVEN MANNING
5050 E STATE STREETROCKFORDIL61108NONEPCGENERAL$600
ROSELAND TRAINING CENTER
235 EAST 136TH PLACECHICAGOIL608271816NONEPCGENERAL$2,000
SANTA CLARA UNIVERSITY - BRIAN LE
500 EL CAMINO REALSANTA CLARACA95053NONEPCGENERAL$3,000
SECOND SENSE
65 E WACKER DRIVE SUITE 1010CHICAGOIL60601NONEPCGENERAL$1,500
SOUTHERN METHODIST COLLEGE
541 BROUGHTON STREETORANGEBURGSC29115NONEPCGENERAL$1,500
SOUTHERN METHODIST COLLEGE - EDNA ABRAHAM
541 BROUGHTON STREETORANGEBURGSC29115NONEPCGENERAL$1,300
STARFISH LEARNING CENTER
1543 W HOWARD STREETCHICAGOIL60626NONEPCGENERAL$1,500
SUMMIT ASSISTANCE DOGS
PO BOX 699ANACORTESWA98221NONEPCGENERAL$2,000
TUESDAY'S CHILD
4028 W IRVING PARK ROADCHICAGOIL60641NONEPCGENERAL$1,500
UNIVERSITY OF CENTRAL FLORIDA - GABRIELLE SCHILDKRAUNT
4000 CENTRAL FLORIDA BVLD RM 120ORLANDOFL32816NONEPCGENERAL$1,000
VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
60 KIMBALL AVENUESOUTH BURLINGTONVT05403NONEPCGENERAL$1,000
WALT STRAUGHAN MINISTRIES - KATHIE SCRIVEN
59 ROSEBUD LANESTAUNTONVA24401NONEPCGENERAL$1,500
WELLSPRING
16742 LAMPHEREDETROITMI48219NONEPCGENERAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,815ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$183,317ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRECOVERIES OF PRIOR YEAR GIFTSDesc
Exclusion$3,002ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$263,134ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$263,134TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryQUARLES & BRADY-INVESTMENT ADMINISTRATION & ACCOUNTINGCategoryTxt
Amt$40,733Amt
Net Investment Income$40,733NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CB-ANHEUSER BUSCH 2.875% 2/15/16$25,000$25,056
CB-ATT 5.8%$55,007$55,190
CB-CONAGRA FOODS 1.9% 1/25/18$50,239$49,740
CB-EATON CORP 2.75%$48,242$48,360
CB-ECOLAB 3% 12/8/16$50,878$50,719
CB-GENERAL ELECTRIC 4.65% 10/17/21$50,906$55,160
CB-GLAXOSMITHKLINE 1.5% 5/8/17$25,093$25,088
CB-HEWLETT PACKARD 4.3% 6/1/21$50,538$49,764
CB-INTEL 1.95% 10/1/16$25,191$25,215
CB-MCDONALD 5.8% 10/15/17$52,723$53,319
CB-PEPSICO 5% 6/1/18$25,922$27,020
CB-REPUB SVC 3.8% 5/15/18$26,028$25,908
CB-SHELL INTL FIN 4.375% 3/25/20$25,560$26,800
CB-WASTE MGMT 3.5% 5/15/24$25,068$25,198

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$40,948$71,554
ABB LTD$24,556$31,914
ABBOTT LABS$3,050$40,419
ABBVIE INC$13,117$71,088
ALPHABET CL A (GOOGLE)$25,955$143,932
ALPHABET CL C (GOOGLE)$25,804$140,393
AMG MANAGERS FRONTIER SM CAP FD$59,117$38,036
AMG MANAGERS EMERG OPPORT FD$140,129$104,974
APPLE$34,043$279,991
BP$22,140$42,201
BROADVIEW OPPORT FUND (FMI FOCUS)$602,037$600,922
CATERPILLAR$19,990$33,980
CHEVRON$63,155$80,964
CME GROUP$43,753$88,335
COLUMBIA ACORN INTL FD$332,425$481,671
DEERE$31,234$73,982
DUPONT$25,864$66,600
EATON VANCE GREATER INDIA FD$80,621$74,607
FORD MOTOR$5,577$21,135
IBM$22,734$40,598
INTEL$12,162$17,225
JOHNSON & JOHNSON$57,791$98,611
KINDER MORGAN INCORP$15,357$7,012
LONGLEAF PARTNERS FD$553,628$445,496
LONGLEAF PARTNERS INTL FD$297,777$190,176
MICROSOFT$26,878$55,480
MONSANTO$34,598$44,334
NETSUITE INC$19,492$16,924
ORACLE$28,049$49,681
PEPSICO$30,707$59,952
SCHLUMBERGER$15,319$14,299
VERISIGN$17,356$26,208

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$53,504USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$54,852USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemZOUNDS SERIES B (NEW)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$37,500BookValueAmt
EOYFMV$52,500EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryQUARLES & BRADY-LEGAL AND TAX RETURN PREPCategoryTxt
Legal Fees$46,752LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$46,752DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ILLINOIS CHARITY BUREAU FUND$15$0$15
SECRETARY OF STATE FEE$10$0$10
MISC ADR AND CORP FEES$129$129$0
MISC WIRE CHARGES$75$75$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRECOVERIES OF PRIOR YEAR GIFTSDesc
Revenue And Expenses Per Books$3,002RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,002AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SEGALL BRYANT FEES$1,598$1,598$0
QUARLES & BRADY-GRANT MAKING & MANAGEMENT$12,000$0$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$8,370Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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