FURP.ORG / PUBLIC DATA EXPLORER

MACDOUGAL FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MACDOUGAL FAMILY FOUNDATION (EIN 36-4145290)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-27
IRS object ID
201611189349100731
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)
Return2016-04-27T17:29:28-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461787913PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH MAJIC CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1566 W LAKE ST SUITE 101AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606611410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364145290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MACDOUGAL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMACDBusinessNameControlTxt
Phone3128220365PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 N LAKE SHORE DRIVE RM/STE 3611AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLENE GEHM MACDOUGALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3128220365PhoneNum
Signature2016-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH MAJICPreparerPersonNm
PTINP00089615PTIN
Phone3122349500PhoneNum
Preparation2016-04-26PreparationDt
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$1,581,706FMVAssetsEOYAmt
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$25,110DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,110DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,442NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,568GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,006CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,552TotalRevAndExpnssAmt
Total Net Invst Incm$28,116TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,125AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,105TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,255TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,834ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,834ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,834TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,537ExcessRevenueOverExpensesAmt
Net Investment Income$28,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,100CashBOYAmt
Cash EOY$8,491CashEOYAmt
Prepaid Expenses EOY$1,110PrepaidExpensesEOYAmt
Corporate Stock BOY$982,013CorporateStockBOYAmt
Corporate Stock EOY$985,975CorporateStockEOYAmt
Corporate Stock EOYFMV$1,581,706CorporateStockEOYFMVAmt
Total Assets BOY$1,042,113TotalAssetsBOYAmt
Total Assets EOY$995,576TotalAssetsEOYAmt
Total Assets EOYFMV$1,581,706TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,042,113UnrestrictedBOYAmt
Unrestricted EOY$995,576UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,042,113TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$995,576TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,042,113TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$995,576TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,042,113TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,537ExcessRevenueOverExpensesAmt
Subtotal$995,576SubtotalAmt
Tot Net Ast Or Fund Balances EOY$995,576TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,006CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,582,708NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049346DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,259AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,394,433NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048951DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,171AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,213,724NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058639DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,332AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,180,695NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048558DistributionYr4Rt
Adjusted Qlfy Distri Yr5$58,006AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,076,143NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053902DistributionYr5Rt
Total Distribution0.259396TotalDistributionRt
Average Distribution0.051879AverageDistributionRt
Net Vl Noncharitable Assets$1,610,237NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,537AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$281NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,818AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$89,834QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Subtotal$281SubtotalAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,110EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,110TotalPaymentsAndCreditsAmt
Overpayment$829OverpaymentAmt
Applied To ES Tax$829AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Org Report Or Register StateILOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLENE GEHM MACDOUGALIndividualWithBooksNm
Phone3128220365PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 N LAKE SHORE DRIVEAddressLine1Txt
Address Line2APT 3611AddressLine2Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLENE GEHM MACDOUGAL
505 N LAKE SHORE DRIVE APT 3611CHICAGOIL60611PRESIDENT2.00$0$0$0
GARY MACDOUGAL
505 N LAKE SHORE DRIVE APT 3611CHICAGOIL60611CHAIRMAN1.00$0$0$0
GARY MACDOUGAL JR
268 LAUREL AVENUEHIGHLAND PARKIL60035VP-SECRETARY1.00$0$0$0
MICHAEL MACDOUGAL
951 OAK KNOLL DRIVELAKE FORESTIL60045VP-TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,587,014AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,634,758TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,634,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,521CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,610,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,512MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,512MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$80,231DistributableBeforeAdjAmt
Distributable Before Ded$80,231DistributableBeforeDedAmt
Distributable As Adjusted$80,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,834ExpensesAndContributionsAmt
Qualifying Distributions$89,834QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$281PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$89,553AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,231DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$11,081ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$70ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,151TotalExcessDistributionCyovAmt
Qualifying Distributions$89,834QualifyingDistributionsAmt
Applied To Current Year$80,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,603RemainingDistriFromCorpusAmt
Total Corpus$20,754TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$20,754ExcessDistriCyovToNextYrAmt
Excess From Year3$11,081ExcessFromYear3Amt
Excess From Year1$70ExcessFromYear1Amt
Excess From Current Year$9,603ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADLER PLANETARIUM
1300 S LAKE SHORE DRIVECHICAGOIL60605NONE501(C)3GENERAL OPERATION SUPPORT$229
AMERICAN BALLET THEATRE
50 E CONGRESS PKWYCHICAGOIL60605NONE501(C)3GENERAL OPERATION SUPPORT$300
AMERICAN ENTERPRISE INSTITUTE
1150 SEVENTEENTH STREETWASHINGTONDC20036NONE501(C)3GENERAL OPERATION SUPPORT$1,000
AMERICAN MUSEUM OF NATURAL HISTORY
79TH CENTRAL PARK WESTNEW YORKNY10024NONE501(C)3GENERAL OPERATION SUPPORT$140
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD 900CHICAGOIL60606NONE501(C)3GENERAL OPERATION SUPPORT$500
BULAGRIAN CHILD INC
7522 CAMPBELL ROADDALLASTX75248NONE501(C)3GENERAL OPERATION SUPPORT$2,500
CAPITAL RESEARCH CENTER
1513 16TH ST NWWASHINGTONDC20036NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWASHINGTONDC20001NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CENTER FOR NEW HORIZONS
4150 SOUTH KING DRIVECHICAGOIL60653NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CENTRAL PARK CONSERVANCY
14 E 60TH STREETNEW YORKNY10022NONE501(C)3GENERAL OPERATION SUPPORT$3,800
CHICAGO LYRIC OPERA
20 N WACKER DRIVECHICAGOIL60606NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CHICAGO SHAKESPEARE
800 E GRAND AVENUECHICAGOIL60611NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONE501(C)3GENERAL OPERATION SUPPORT$1,000
CHURCH OF THE ASCENSION - CHICAGO
1133 N LASALLE BLVDCHICAGOIL60610NONE501(C)3GENERAL OPERATION SUPPORT$1,000
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065NONE501(C)3GENERAL OPERATION SUPPORT$1,000
COURT THEATRE
5535 S ELLIS AVECHICAGOIL60637NONE501(C)3GENERAL OPERATION SUPPORT$1,000
DISPUTE RESOLUTION CENTER
678 FRONT AVEGRAND RAPIDSMI49504NONE501(C)3GENERAL OPERATION SUPPORT$500
EAST GRAND RAPIDS MIDDLE SCHOOL PTO
2425 LAKE DRIVE SEGRAND RAPIDSMI49506NONE501(C)3GENERAL OPERATION SUPPORT$250
EDUCATION THRU MUSIC
122 EAST 42ND STREET 15NEW YORKNY10168NONE501(C)3GENERAL OPERATION SUPPORT$500
FAMILY FUTURES
678 FRONT AVE NW 210GRAND RAPIDSMI49504NONE501(C)3GENERAL OPERATION SUPPORT$1,000
FIRST PRESBYTERIAN CHURCH OF LAKE F
700 N SHERIDAN ROADLAKE FORESTIL60045NONE501(C)3GENERAL OPERATION SUPPORT$1,000
FRIENDS OF ST BARTH'S CHURCH
PO BOX 6199FAIR HAVENNJ07704NONE501(C)3GENERAL OPERATION SUPPORT$1,000
FRIENDS OF THE PARKS CHICAGO
17 N STATE STREET 1450CHICAGOIL60602NONE501(C)3GENERAL OPERATION SUPPORT$200
GRANT PARK MUSIC FEST
205 EAST RANDOLPH STCHICAGOIL60601NONE501(C)3GENERAL OPERATION SUPPORT$75
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONE501(C)3GENERAL OPERATION SUPPORT$1,000
HEARTLAND INSTITUTE
ONE S WACKER DRIVECHICAGOIL60606NONE501(C)3GENERAL OPERATION SUPPORT$5,000
HUDSON INSTITUTE
1015 15TH STREET NW 6THWASHINGTONDC20005NONE501(C)3GENERAL OPERATION SUPPORT$1,000
ILLINOIS POLICY INSTITUTE
190 S LASALLE STCHICAGOIL60603NONE501(C)3GENERAL OPERATION SUPPORT$10,000
LAKE FOREST - LB HISTORICAL SOCIETY
361 E WESTMINISTERLAKE FORESTIL60045NONE501(C)3GENERAL OPERATION SUPPORT$1,500
LAKE FOREST OPEN LAND
350 N WAUKEGAN ROADLAKE FORESTIL60045NONE501(C)3GENERAL OPERATION SUPPORT$670
LANDMARK WEST
45 W 67TH ST 1NEW YORKNY10023NONE501(C)3GENERAL OPERATION SUPPORT$100
LEGAL AID OF WESTERN MICHIGAN
89 IONIA AVEGRAND RAPIDSMI49503NONE501(C)3GENERAL OPERATION SUPPORT$500
LINCOLN PARK ZOO
2001 N CLARK STCHICAGOIL60614NONE501(C)3GENERAL OPERATION SUPPORT$175
LONDON CENTER FOR PUBLIC POLICY
10 WEST STREETNEW YORKNY10004NONE501(C)3GENERAL OPERATION SUPPORT$1,000
MAC DOUGALL OF DUNOLLIE
DUNGRIANACH PULPIT HILLOBANIL60611NONECHARITYGENERAL OPERATION SUPPORT$7,500ARGYLL SCOTLAND PA344LU
MANHATTAN INSTITUTE
52 VANDERBILT AVE 201NEW YORKNY10017NONE501(C)3GENERAL OPERATION SUPPORT$3,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONE501(C)3GENERA OPERATION SUPPORT$300
MINT THEATRE CO
311 W 43RD STREETNEW YORKNY10036NONE501(C)3GENERAL OPERATION SUPPORT$1,000
MUSEUM OF SCIENCE AND INDUSTRY
5700 S LAKE SHORE DRIVECHICAGOIL60637NONE501(C)3GENERAL OPERATION SUPPORT$300
NEW ALTERNATIVES FOR CHILDREN
37 W 26TH ST 6NEW YORKNY10010NONE501(C)3GENERAL OPERATION SUPPORT$1,500
NEW BEGINNING CHURCH
6620 S KING DRIVECHICAGOIL60637NONE501(C)3GENERAL OPERATION SUPPORT$1,000
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023NONE501(C)3GENERAL OPERATION SUPPORT$1,500
NEW YORK PHILHARMONIC ORCHESTRA
10 LINCOLN CENTER PLAZANEW YORKNY10023NONE501(C)3GENERAL OPERATION SUPPORT$450
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013NONE501(C)3GENERAL OPERATION SUPPORT$500
NEXT GENERATION BULGARIA FUND
8050 W 78TH STEDINAMN55439NONE501(C)3GENERAL OPERATION SUPPORT$10,000
ORPHEUS CHANBER ORCHESTRA
490 RIVERSIDE DRIVENEW YORK CITYNY10027NONE501(C)3GENERAL OPERATION SUPPORT$500
PHILANTHROPY ROUNDTABLE
1730 M STREET NWWASHINGTONDC20077NONE501(C)3GENERAL OPERATION SUPPORT$1,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313NONE501(C)3GENERAL OPERATION SUPPORT$500
SHEDD AQUARIAN
1200 S LAKE SHORE DRCHICAGOIL60605NONE501(C)3GENERAL OPERATION SUPPORT$195
SOAR
244 EAST PEARSON ST 102CHICAGOIL60611NONE501(C)3GENERAL OPERATION SUPPORT$200
SPIRIT OF '67 FOUNDATION
300 S WAUKEGAN RDLAKE FORESTIL60045NONE501(C)3GENERAL OPERATION SUPPORT$1,500
ST THOMAS CHURCH
1 WEST 53RD STREETNEW YORKNY10019NONE501(C)3GENERAL OPERATION SUPPORT$3,500
STATE POLICY NETWORK
1655 N FT MYER DRARLINGTONVA22209NONE501(C)3GENERAL OPERATION SUPPORT$1,000
STRIVE ORGANIZATION
240 EAST 123RD ST 3RD FLNEW YORKNY10035NONE501(C)3GENERAL OPERATION SUPPORT$1,500
THE ALEX FUND
63 BENEDICT AVETERRYTOWNNY10591NONE501(C)3GENERAL OPERATION SUPPORT$2,500
THE CHICAGO COUNCIL ON GLOBAL AFFAI
332 S MICHIGAN AVE 1100CHICAGOIL60604NONE501(C)3GENERAL OPERATION SUPPORT$2,500
THE DOE FUND
232 E 84TH STNEW YORKNY10028NONE501(C)3GENERAL OPERATION SUPPORT$1,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021NONE501(C)3GENERAL OPERATION SUPPORT$600
THE SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023NONE501(C)3GENERAL OPERATION SUPPORT$250
TRINITY FORUM
2011 PENNSYLVANIA AVE NWWASHINGTONDC20006NONE501(C)3GENERAL OPERATION SUPPORT$200
UCLA FOUNDATION
10920 WILSHIRE BLVDLOS ANGELESCA90024NONE501(C)3GENERAL OPERATION SUPPORT$1,000
UNI HIGH EDUCATION FOUNDATION
PO BO 491953LOS ANGELESCA90049NONE501(C)3GENERAL OPERATION SUPPORT$150
URBAN GLASS
306 W 38TH STREET 7TH FLNEW YORKNY10018NONE501(C)3GENERAL OPERATION SUPPORT$500
VISITING NURSES NY
2345 BROADWAYNEW YORKNY10024NONE501(C)3GENERAL OPERATION SUPPORT$500
SOOD RIVER SELECT BASKETBALL
827 ROJO WAYGARDNERVILLENV89460NONE501(C)3GENERAL OPERATION SUPPORT$250
WRITER'S THEATRE
376 PARK AVEGLENCOEIL60022NONE501(C)3GENERAL OPERATION SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,834TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,110ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,442ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,552ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,552TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,125Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSPDR S&P 500AssetDesc
Acquired2005-06AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2015-04SoldDt
Gross Sales Price$41,562GrossSalesPriceAmt
Basis$24,126BasisAmt
Total Net$17,436TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB S&P 500$169,232$301,718
SPDR TRUST$816,743$1,279,988

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ANNUAL REPORT FEE$15
IL FILING FEE$10

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,105Amt