FENWICK FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FENWICK FOUNDATION INC (EIN 36-4480419)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201601379349305265
Schema version
2014v6.0
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)
Return2016-05-16T12:41:25-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S MEYERS RD SUITE 500AddressLine1Txt
CityOAKBROOK TERRACECityNm
State AbbreviationILStateAbbreviationCd
ZIP601815209ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364480419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FENWICK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFENWBusinessNameControlTxt
Phone7083860127PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WASHINGTON BLVDAddressLine1Txt
CityOAK PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN WATTSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7083860127PhoneNum
Signature2016-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT C TERMINEPreparerPersonNm
PTINP00137961PTIN
Phone6302829500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN WATTSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WASHINGTON BLVDAddressLine1Txt
CityOAK PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60302ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,692,806GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FENWICK.PVT.K12.IL.USWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO HELP SUPPORT FENWICK HIGH SCHOOL AND ITS ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,702PYContributionsGrantsAmt
CY Contributions Grants$9,771CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$642,669PYInvestmentIncomeAmt
CY Investment Income$371,295CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$655,371PYTotalRevenueAmt
CY Total Revenue$381,066CYTotalRevenueAmt
PY Grants And Similar Paid$189,865PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$346,464CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$173,980PYOtherExpensesAmt
CY Other Expenses$169,103CYOtherExpensesAmt
PY Total Expenses$363,845PYTotalExpensesAmt
CY Total Expenses$515,567CYTotalExpensesAmt
PY Revenues Less Expenses$291,526PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$134,501CYRevenuesLessExpensesAmt
Total Assets BOY$16,862,087TotalAssetsBOYAmt
Total Assets EOY$16,059,649TotalAssetsEOYAmt
Total Liabilities BOY$24,946TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,858TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,837,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,018,791NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFENWICK FOUNDATION, INC. SUPPORTS FENWICK HIGH SCHOOL AND ITS ACTIVITIES. FENWICK HIGH SCHOOL IS A COLLEGE PREPATORY EDUCATIONAL CENTER WHERE YOUNG MEN AND WOMEN ARE CHALLENGED TO GROW TOWARD THEIR POTENTIAL THROUGH HEIGHTENED AWARENESS OF CHRISTIAN COMMUNITY AND A FUNDAMENTAL KNOWLEDGE OF ACADEMIC DISCIPLINES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$515,567ExpenseAmt
Grant$346,464GrantAmt
DescTO HELP SUPPORT FENWICK HIGH SCHOOL, INC. AND ITS ACTIVITIES.Desc
Total Program Service Expenses$515,567TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTER MORRISSEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6305711900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 SPRING ROADAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WALTER MORRISSEY
VICE-PRESIDENT/SECRETARY2.00Yes (X)Yes (X)$0$0$0
CHARLES WOLANDE
DIRECTOR2.00Yes (X)$0$0$0
LORETTA COONEY
DIRECTOR1.00Yes (X)$0$0$0
DENNIS HIFFMAN
DIRECTOR1.00Yes (X)$0$0$0
SALLY PORTER
DIRECTOR1.00Yes (X)$0$0$0
DAN WATTS
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TRACY BROOKER
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,771AllOtherContributionsAmt
Total Contributions$9,771TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$490,645TotalRevenueColumnAmt
Exclusion$490,645ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,192,390SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,311,740SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$119,350SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$119,350TotalRevenueColumnAmt
Related Or Exempt Func Income-$119,350RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,066TotalRevenueColumnAmt
Related Or Exempt Func Income-$119,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$490,645ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$346,464TotalAmt
Program Services$346,464ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,403TotalAmt
Program Services$4,403ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,699TotalAmt
Program Services$12,699ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,664TotalAmt
Program Services$11,664ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,657TotalAmt
Program Services$10,657ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,726TotalAmt
Program Services$10,726ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BOND COMMISSION EXPENSE$118,419$118,419
FEES & PENALTIES$412$412
BANK CHARGES AND FEES$123$123

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$515,567TotalAmt
Program Services$515,567ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$159,907BOYAmt
EOY$37,493EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,372,685BOYAmt
EOY$589,342EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,391BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$127,387EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,095,449BOYAmt
EOY$15,230,289EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$211,655BOYAmt
EOY$75,138EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,862,087BOYAmt
EOY$16,059,649EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,946BOYAmt
EOY$40,858EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,946BOYAmt
EOY$40,858EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,405,119BOYAmt
EOY$10,023,114EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$964,721BOYAmt
EOY$549,096EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,467,301BOYAmt
EOY$5,446,581EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,837,141BOYAmt
EOY$16,018,791EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,862,087BOYAmt
EOY$16,059,649EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$134,501ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$683,849NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,702CurrentTaxYearMinus1YearAmt
Current Tax Year$9,771CurrentTaxYearAmt
Total$173,790TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,702CurrentTaxYearMinus1YearAmt
Current Tax Year$9,771CurrentTaxYearAmt
Total$173,790TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$173,790PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$328,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,767CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$761,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$642,669CurrentTaxYearMinus1YearAmt
Current Tax Year$371,295CurrentTaxYearAmt
Total$2,245,486TotalAmt
FieldValueIRS element (for citing)
Total Support$2,419,276TotalSupportAmt
Public Support CY1700.07180PublicSupportCY170Pct
Public Support PY1700.14740PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test PYYes (X)TenPctFactsCrcmstncsTestPYInd
Facts And Circumstances TestIN ORDER FOR THE ORGANIZATION TO MEET THE FACTS-AND-CIRCUMSTANCES TEST THE REQUIREMENTS OF REGULATIONS 1.170A-9(F)(3)(I) AND (II) MUST BE MET. FOR THE CURRENT REPORTING YEAR THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS 6.85% AND FOR THE PRIOR YEAR IT WAS 14.74% WHICH EXCEEDED THE REQUIRED 10% SUPPORT LIMITATION AS STATED IN THE REGULATIONS.FOR FISCAL YEAR ENDED JUNE 30, 2015 THE FOUNDATION WAS NOT ABLE TO LAUNCH ANY NEW MAJOR FUND RAISING CAMPAIGNS AS WE WERE PREPARING TO EVALUATE OUR STRUCTURE AND HOW TO BETTER SERVE THE NEEDS OF FENWICK HIGH SCHOOL. PLEDGE PAYMENTS WERE RECEIVED DURING THE YEAR FOR A PRIOR CAMPAIGN THAT WILL CONTINUE INTO FUTURE YEARS. DURING FY 2016 THE FOUNDATION IS CONTINUING TO EVALUATE ITS PROPER TAX CLASSIFICATION UNDER IRS REGULATIONS AND ITS RELATIONSHIP WITH FENWICK HIGH SCHOOL.THE FENWICK FOUNDATION IS SERVED BY A BOARD OF DIRECTORS THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE BOARD DIRECTS THE EFFORTS OF THE FOUNDATION TO SUPPORT ALL THE ACTIVITIES OF FENWICK HIGH SCHOOL INCLUDING THE STEWARDSHIP OF THE COLLATERAL SECURING THE BONDS THAT WERE ISSUED TO IMPROVE THE PHYSICAL PLANT OF THE SCHOOL.FENWICK HIGH SCHOOL IS A COLLEGE PREPARATORY EDUCATIONAL CENTER WHERE YOUNG MEN AND WOMEN ARE CHALLENGED TO GROW TOWARD THEIR POTENTIAL THROUGH HEIGHTENED AWARENESS OF CHRISTIAN COMMUNITY AND A FUNDAMENTAL KNOWLEDGE OF ACADEMIC DISCIPLINE. THE OVERALL COMPOSITION OF THE BOARD CONTRIBUTES TO THE ACHIEVEMENT OF THIS MISSION BY PROVIDING A BROAD RANGE OF EXPERTISE. FOLLOWING IS A LIST OF BOARD MEMBERS AND THEIR OCCUPATIONS/QUALIFICATIONS:LORETTA COONEY - BOARD PRESIDENT - DANIEL MURPHY SCHOLARSHIP FUNDDENNIS HIFFMAN - CHAIRMAN, NAI HIFFMAN (COMMERCIAL REAL ESTATE)WALTER MORRISSEY - ATTORNEY, LILLIG & THORSNESS, LTDSALLY PORTER - BOARD MEMBER, HINSDALE HOSPITAL FOUNDATIONDANIEL WATTS - PRESIDENT, FOREST PARK NATIONAL BANKCHARLES WOLANDE - PARTNER, PCW INVESTMENTSTRACY BROOKER - PROFESSIONAL TRAINING & COACHINGFactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,905,654BeginningYearBalanceAmt
Contributions$280,390ContributionsAmt
Investment Earnings Or Losses$317,151InvestmentEarningsOrLossesAmt
Other Expenditures$317,151OtherExpendituresAmt
End Year Balance$7,186,044EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,863,078BeginningYearBalanceAmt
Investment Earnings Or Losses$189,865InvestmentEarningsOrLossesAmt
Other Expenditures$147,289OtherExpendituresAmt
End Year Balance$6,905,654EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,636,330BeginningYearBalanceAmt
Other Expenditures-$226,748OtherExpendituresAmt
End Year Balance$6,863,078EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,566,244BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Other Expenditures-$68,586OtherExpendituresAmt
End Year Balance$6,636,330EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,590,109BeginningYearBalanceAmt
Contributions$2,260ContributionsAmt
Other Expenditures$26,125OtherExpendituresAmt
End Year Balance$6,566,244EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION EVALUATES ITS EXPOSURE FOR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. AS OF JUNE 30, 2015, THERE WERE NO LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FENWICK HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line136-1066828AddressLine1Txt
CityOAK PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60302ZIPCd
FieldValueIRS element (for citing)
Recipient EIN361066828RecipientEIN
Cash Grant$346,464CashGrantAmt
Purpose Of GrantPROVIDE FUNDS TO SUPPORT FENWICK HIGH SCHOOL AND ALL OF ITS ACTIVITIES.PurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 IS REVIEWED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST TO THE FOUNDATION'S SECRETARY.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FENWICK HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line136-1066828AddressLine1Txt
CityOAK PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60302ZIPCd
FieldValueIRS element (for citing)
EIN361066828EIN
Primary ActivitiesCOLLEGE PREPATORY EDUCATION FOR STUDENTS IN GRADES 9-12.PrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FENWICK HIGH SCHOOL
B$346,464CASH PROVIDED
FENWICK HIGH SCHOOL
Q$253,807CASH PROVIDED

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