BETA

CHEZ FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHEZ FAMILY FOUNDATION (EIN 26-4654718)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-12
IRS object ID
201612259349100216
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)
Return2016-08-12T09:30:54-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264654718EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD L CHEZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7738566441PhoneNum
Signature2016-06-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN PITSTICKPreparerPersonNm
PTINP00285763PTIN
Phone8475177070PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,047,795FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$400,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,087InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,087InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$205,141NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,166,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$205,141CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$607,228TotalRevAndExpnssAmt
Total Net Invst Incm$207,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,320AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,160AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,160AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$220OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36,265OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,380TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,425TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,175TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,380TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,795TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$561,053ExcessRevenueOverExpensesAmt
Net Investment Income$204,848NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$747,163CashBOYAmt
Cash EOY$1,423,913CashEOYAmt
Cash EOYFMV$1,423,913CashEOYFMVAmt
Corporate Stock BOY$1,429,884CorporateStockBOYAmt
Corporate Stock EOY$1,314,174CorporateStockEOYAmt
Corporate Stock EOYFMV$623,869CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$13OtherAssetsEOYAmt
Other Assets EOYFMV$13OtherAssetsEOYFMVAmt
Total Assets BOY$2,177,047TotalAssetsBOYAmt
Total Assets EOY$2,738,100TotalAssetsEOYAmt
Total Assets EOYFMV$2,047,795TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,177,047RetainedEarningBOYAmt
Retained Earning EOY$2,738,100RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,177,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,738,100TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,177,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,738,100TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,177,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$561,053ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,738,100SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,738,100TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALLY TRADED SECURITIES$289,891$266,461$23,430$23,430
PUBLICALLY TRADED SECURITIES$876,775$695,064$181,711$181,711
FieldValueIRS element (for citing)
Capital Gain Net Income$205,141CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$315,592AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,849,718NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.170616DistributionYr1Rt
Adjusted Qlfy Distri Yr2$285,787AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,060,339NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.269524DistributionYr2Rt
Adjusted Qlfy Distri Yr3$206,017AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$294,148NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.700386DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,479AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,695NetVlNoncharitableAssetsYr4Amt
Distribution Yr47.993620DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,682AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr512.147656DistributionYr5Rt
Total Distribution21.281802TotalDistributionRt
Average Distribution4.256360AverageDistributionRt
Net Vl Noncharitable Assets$2,237,887NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,525,253AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,048NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,527,301AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,795QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,097InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,097SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,122EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,975AppliedToEsTaxAmt
Total Payments And Credits$4,097TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,242,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,029,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,271,966TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,271,966AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,237,887NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,097TaxBasedOnInvestmentIncomeAmt
Total Tax$4,097TotalTaxAmt
Distributable Before Adj$107,797DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$107,797DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$107,797DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,795ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,795QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,795AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,797DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$140,103ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,844ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$191,310ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$233,409ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$224,831ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$890,497TotalExcessDistributionCyovAmt
Qualifying Distributions$40,795QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,795AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$67,002ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$67,002ExcessDistributionCyovAppCYAmt
Total Corpus$823,495TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$73,101ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$750,394ExcessDistriCyovToNextYrAmt
Excess From Year4$100,844ExcessFromYear4Amt
Excess From Year3$191,310ExcessFromYear3Amt
Excess From Year2$233,409ExcessFromYear2Amt
Excess From Year1$224,831ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD L CHEZContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF ILLINOIS 901 WESTAddressLine1Txt
Address Line2ILLINOIS STREET SUITE 103AddressLine2Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP61801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2173330302RecipientPhoneNum
Recipient Email AddressUISCHOLARSHIPS@ILLINOIS.EDURecipientEmailAddressTxt
Form And Info And MaterialsA FORMAL APPLICATION EXISTS AT HTTP://ADMISSIONS.ILLINOIS.EDU/APPLY/FRESHMAN OR EMAIL UISCHOLARSHIPS@ILLINOIS.EDU.FormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY (ANNUALLY)SubmissionDeadlinesTxt
Restrictions On AwardsREQUIREMENTS: CHICAGO PUBLIC HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED BACKGROUNDS; A THREE-YEAR CUMULATIVE GPA OF 3.0 OR HIGHER IN A COLLEGE PREPARATORY CURRICULUM, INCLUDING WORK IN MATH, SCIENCE, AND ENGLISH; A STRONG WORK ETHIC AND INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. AMOUNT: UP TO $10,000 RENEWABLE: YES FOUR YEARS, PROVIDED THE STUDENT MAINTAINS A 2.5 GPA NUMBER AWARDED ANNUALLY: 9RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ILLINOIS FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11305 WEST GREEN STREETAddressLine1Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP618012962ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeSCHOLARSHIPS AND GRANTSGrantOrContributionPurposeTxt
Amt$2,370Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,370TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,087ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$205,141ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$207,228ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$207,228TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRONALD L CHEZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Total Contributions$400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,320Amt
Net Investment Income$2,160NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,160DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLUE CALYPSO INC$89,351$46,980
CINEDIGM CORP$515,699$87,140
DAKOTA PLAINS HLDGS$126,569$12,810
IRONCLAD PERFORMANCE WEAR CO$46,191$48,198
GUARDIAN 8 HLDGS INC$40,890$1,617
NEONODE INC$29,365$30,107
OMNITEK ENGR CORP$63,644$10,411
OPTIMIZERX CORP$283,658$320,079
PROCERA NETWORKS INC$0$0
PROFESSIONAL DIVERSITY NETWORK$45,838$20,463
TRUE DRINK HLDGS INC$72,969$46,064

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE ADMINISTRATIVE SERVICES$36,250$0$36,250
FILING FEES$15$0$15
BANK FEES$220$220$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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