DUPAGE COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DUPAGE COMMUNITY FOUNDATION (EIN 36-3978733)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-13
- IRS object ID
- 201630149349300238
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-13T17:40:22-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363978733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUPAGE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUPA | BusinessNameControlTxt |
| Phone | 6306655556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WOODCREEK DRIVE NO 310 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCGOWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6306655556 | PhoneNum |
| Signature | 2016-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUPAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MCGOWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WOODCREEK DRIVE NO 310 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,755,651 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DUPAGEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER PHILANTHROPY, CONNECT DONORS TO AREA NEEDS, AND BUILD COMMUNITY PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,892,137 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,510,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,103,313 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,412,198 | CYInvestmentIncomeAmt |
| PY Other Revenue | $268,268 | PYOtherRevenueAmt |
| CY Other Revenue | $333,589 | CYOtherRevenueAmt |
| PY Total Revenue | $12,263,718 | PYTotalRevenueAmt |
| CY Total Revenue | $9,256,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,095,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,598,673 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $561,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $642,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $220,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $608,428 | PYOtherExpensesAmt |
| CY Other Expenses | $680,923 | CYOtherExpensesAmt |
| PY Total Expenses | $4,265,195 | PYTotalExpensesAmt |
| CY Total Expenses | $4,922,440 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,998,523 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,334,042 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,537,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,815,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,136,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,421,503 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,400,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,394,262 | NetAssetsOrFundBalancesEOYAmt |
| Mission | VISION - THE DUPAGE COMMUNITY FOUNDATION SEEKS TO RAISE THE QUALITY OF LIFE THROUGHOUT DUPAGE COUNTY. MISSION - TO FOSTER PHILANTHROPY, CONNECT DONORS TO AREA NEEDS AND BUILD COMMUNITY PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,598,673 | ExpenseAmt |
| Grant | $3,598,673 | GrantAmt |
| Revenue | $112,920 | RevenueAmt |
| Desc | TO MAKE CHARITABLE GRANTS AND PROVIDE TECHNICAL ASSISTANCE TO NOT-FOR-PROFIT ORGANIZATIONS PRIMARILY FOR THE BENEFIT OF THOSE LIVING IN DUPAGE COUNTY AND TO CONNECT DONORS TO ORGANIZATIONS. SPECIAL AREAS OF FOCUS INCLUDE EARLY CHILHOOD CARE AND EDUCATION AND ARTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $795,219 | ExpenseAmt |
| Desc | SERVE AS A SOURCE OF INFORMATION ABOUT THE NEEDS OF DUPAGE COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,393,892 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MCGOWAN PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6306655556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WOODCREEK DRIVE NO 310 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155408 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MR STEPHEN BURT | |||||||
| TRUSTEE, CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS DENICE GIERACH | |||||||
| TRUSTEE, TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MRS JOAN MORRISSEY | |||||||
| TRUSTEE, VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR ERNEST MROZEK | |||||||
| TRUSTEE, SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS BETSY BROSNAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR PHILLIP CABRERA | |||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR BRETT DALE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MS MARILYN GASTON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR CHRISTOPHER JANC | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM KENNEDY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MS MARY KAY KLUGE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR RICHARD KUHN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR BRUCE LEE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAN MAGUIRE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR CHARLES MCKENNA | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR CHARLES MUELLER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR NATHANIEL WASSON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MS JOYCE WEBB | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOSEPH WEIDENBACH | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID MCGOWAN | |||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $183,579 | $0 | $19,465 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $183,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $45,384 | FundraisingAmt |
| All Other Contributions | $6,465,311 | AllOtherContributionsAmt |
| Noncash Contributions | $2,223,641 | NoncashContributionsAmt |
| Total Contributions | $6,510,695 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $930,845 | TotalRevenueColumnAmt |
| Exclusion | $930,845 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,900,959 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,419,606 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,481,353 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,481,353 | TotalRevenueColumnAmt |
| Exclusion | $1,481,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $300,232 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,384 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $79,563 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,669 | TotalRevenueColumnAmt |
| Exclusion | $220,669 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $112,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,920 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $112,920 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,256,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,632,867 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,598,673 | TotalAmt |
| Program Services | $3,598,673 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,044 | TotalAmt |
| Program Services | $152,283 | ProgramServicesAmt |
| Management And General | $30,457 | ManagementAndGeneralAmt |
| Fundraising | $20,304 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,927 | TotalAmt |
| Program Services | $98,787 | ProgramServicesAmt |
| Management And General | $158,262 | ManagementAndGeneralAmt |
| Fundraising | $99,878 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,293 | TotalAmt |
| Program Services | $4,941 | ProgramServicesAmt |
| Management And General | $3,882 | ManagementAndGeneralAmt |
| Fundraising | $2,470 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,054 | TotalAmt |
| Program Services | $7,897 | ProgramServicesAmt |
| Management And General | $6,208 | ManagementAndGeneralAmt |
| Fundraising | $3,949 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,080 | TotalAmt |
| Program Services | $514 | ProgramServicesAmt |
| Management And General | $8,955 | ManagementAndGeneralAmt |
| Fundraising | $5,611 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,446 | TotalAmt |
| Program Services | $16,820 | ProgramServicesAmt |
| Management And General | $13,216 | ManagementAndGeneralAmt |
| Fundraising | $8,410 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165 | TotalAmt |
| Management And General | $165 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,515 | TotalAmt |
| Management And General | $24,515 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,674 | TotalAmt |
| Program Services | $168,590 | ProgramServicesAmt |
| Management And General | $11,084 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,754 | TotalAmt |
| Program Services | $194,052 | ProgramServicesAmt |
| Management And General | $2,702 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,778 | TotalAmt |
| Program Services | $18,962 | ProgramServicesAmt |
| Management And General | $3,226 | ManagementAndGeneralAmt |
| Fundraising | $30,590 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,025 | TotalAmt |
| Program Services | $8,421 | ProgramServicesAmt |
| Management And General | $7,347 | ManagementAndGeneralAmt |
| Fundraising | $6,257 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,988 | TotalAmt |
| Program Services | $19,533 | ProgramServicesAmt |
| Management And General | $17,615 | ManagementAndGeneralAmt |
| Fundraising | $12,840 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,562 | TotalAmt |
| Program Services | $9,988 | ProgramServicesAmt |
| Management And General | $9,008 | ManagementAndGeneralAmt |
| Fundraising | $6,566 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,818 | TotalAmt |
| Program Services | $779 | ProgramServicesAmt |
| Management And General | $844 | ManagementAndGeneralAmt |
| Fundraising | $1,195 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,185 | TotalAmt |
| Program Services | $1,083 | ProgramServicesAmt |
| Management And General | $333 | ManagementAndGeneralAmt |
| Fundraising | $14,769 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,104 | TotalAmt |
| Management And General | $2,104 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,440 | TotalAmt |
| Program Services | $6,033 | ProgramServicesAmt |
| Management And General | $5,441 | ManagementAndGeneralAmt |
| Fundraising | $3,966 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,425 | TotalAmt |
| Program Services | $3,292 | ProgramServicesAmt |
| Management And General | $2,969 | ManagementAndGeneralAmt |
| Fundraising | $2,164 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTING | $83,244 | $83,244 | ||
| STAFF DEVELOPMENT | $1,246 | $187 | $1,059 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,922,440 | TotalAmt |
| Program Services | $4,393,892 | ProgramServicesAmt |
| Management And General | $308,520 | ManagementAndGeneralAmt |
| Fundraising | $220,028 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,947,233 | BOYAmt |
| EOY | $1,813,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,368 | BOYAmt |
| EOY | $211,239 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,097 | BOYAmt |
| EOY | $23,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,037,086 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $161,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,841 | BOYAmt |
| EOY | $1,875,386 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,907,765 | BOYAmt |
| EOY | $58,198,752 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $692,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,537,304 | BOYAmt |
| EOY | $62,815,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,531 | BOYAmt |
| EOY | $264,704 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,125,165 | BOYAmt |
| EOY | $12,156,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,136,696 | BOYAmt |
| EOY | $12,421,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,190,490 | BOYAmt |
| EOY | $8,169,503 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,628,500 | BOYAmt |
| EOY | $7,609,264 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,581,618 | BOYAmt |
| EOY | $34,615,495 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,400,608 | BOYAmt |
| EOY | $50,394,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,537,304 | BOYAmt |
| EOY | $62,815,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,334,042 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,340,388 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,045,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,361,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,618,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,090,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,510,695 | CurrentTaxYearAmt |
| Total | $28,625,833 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,045,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,361,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,618,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,090,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,510,695 | CurrentTaxYearAmt |
| Total | $28,625,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,243,930 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,381,903 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $713,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $809,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $686,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $930,845 | CurrentTaxYearAmt |
| Total | $3,863,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,489,227 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,517,210 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 102 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,805,755 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,791,414 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $23,846,104 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,549,806 | BeginningYearBalanceAmt |
| Contributions | $5,576,633 | ContributionsAmt |
| Investment Earnings Or Losses | $1,071,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,674,229 | OtherExpendituresAmt |
| End Year Balance | $48,523,380 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,258,912 | BeginningYearBalanceAmt |
| Contributions | $8,668,253 | ContributionsAmt |
| Investment Earnings Or Losses | $5,683,162 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,060,521 | OtherExpendituresAmt |
| End Year Balance | $46,549,806 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,780,350 | BeginningYearBalanceAmt |
| Contributions | $4,359,216 | ContributionsAmt |
| Investment Earnings Or Losses | $3,322,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,202,655 | OtherExpendituresAmt |
| End Year Balance | $36,258,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,112,513 | BeginningYearBalanceAmt |
| Contributions | $6,321,390 | ContributionsAmt |
| Investment Earnings Or Losses | $110,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,763,926 | OtherExpendituresAmt |
| End Year Balance | $31,780,350 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,356,357 | BeginningYearBalanceAmt |
| Contributions | $2,583,720 | ContributionsAmt |
| Investment Earnings Or Losses | $4,281,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,109,491 | OtherExpendituresAmt |
| End Year Balance | $28,112,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,770 | OtherCostOrOtherBasisAmt |
| Book Value | $163,770 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,743,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,273 | DepreciationAmt |
| Book Value | $1,668,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,427 | DepreciationAmt |
| Book Value | $42,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,875,386 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $11,626,672 |
| ANNUITY PAYABLE | $262,714 |
| LINE OF CREDIT | $267,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,156,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,995,657 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,340,388 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $79,563 | OtherRevenueAmt |
| Revenue Not Reported | -$1,260,825 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,256,482 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,256,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,002,003 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $79,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $79,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,922,440 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,922,440 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION IS ENTRUSTED WITH CONTRIBUTIONS FROM DONORS AND WITH THE RESPONSIBILITY OF ALLOCATING THESE RESOURCES IN ACCORDANCE WITH DONOR INTENT AND COMMUNITY NEED. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 79,563. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 79,563. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT | Event1Nm |
| Gross Receipts Event1 | $345,616 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,384 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $300,232 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $41,623 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $37,940 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $345,616 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,384 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $300,232 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,623 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,940 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,563 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $220,669 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION-YOUNG HEARTS FOR LIFE | ||||||||
| 1901 S MEYERS RD STE 350 | OAKBROOK TERRACE | IL | 60181 | 363602197 | 501(C)(3) | $6,000 | DONOR-ADVISED | |
| AJP EDUCATIONAL FOUNDATION INC | ||||||||
| 10101 S ROBERTS RD SUITE 101 | PALOS HILLS | IL | 60465 | 271365284 | 501(C)(3) | $5,000 | DONOR-ADVISED | |
| ANIMA - GLEN ELLYN CHILDREN'S CHORUS | ||||||||
| 501 HILL AVE SUITE 207 | GLEN ELLYN | IL | 60137 | 363159041 | 501(C)(3) | $10,795 | DESIGNATED | |
| BENSENVILLE SCHOOL DISTRICT 2 | ||||||||
| 210 S CHURCH | BENSENVILLE | IL | 60106 | 366004475 | 501(C)(3) | $40,000 | BRIGHT & EARLY DUPAGE | |
| BRADLEY UNIVERSITY OFFICE OF FINANCIAL ASSISTANCE | ||||||||
| 1501 W BRADLEY AVENUE | PEORIA | IL | 61625 | 370661494 | 501(C)(3) | $18,500 | DONOR-ADVISED | |
| CASA OF DUPAGE COUNTY INC | ||||||||
| 505 N COUNTY FARM RD 3C | WHEATON | IL | 60187 | 363875807 | 501(C)(3) | $7,500 | DONOR-ADVISED | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVE 8TH FLOOR | CHICAGO | IL | 60604 | 362167823 | 501(C)(3) | $250,000 | DONOR-ADVISED | |
| COLLEGE OF DUPAGE FOUNDATION | ||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | 237011835 | 501(C)(3) | $51,000 | DONOR-ADVISED | |
| COLLEGE OF DUPAGE SCHOLARSHIPS | ||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | 237011835 | 501(C)(3) | $10,000 | SCHOLARSHIP | |
| COMMUNITY FELLOWSHIP CHURCH | ||||||||
| 28W240 NORTH AVE | WEST CHICAGO | IL | 60185 | 363884107 | 501(C)(3) | $7,000 | DONOR-ADVISED | |
| CONNECTION OF FRIENDS INC | ||||||||
| 1502 COLOMA PL | WHEATON | IL | 60189 | 453219422 | 501(C)(3) | $8,000 | DONOR-ADVISED | |
| DARUSSALAM FOUNDATION | ||||||||
| 21W525 NORTH AVE | LOMBARD | IL | 60148 | 363563801 | 501(C)(3) | $6,200 | DONOR-ADVISED | |
| DIVINE INFANT JESUS CHURCH | ||||||||
| 1601 NEWCASTLE AVE | WESTCHESTER | IL | 60154 | 362179791 | 501(C)(3) | $10,000 | DONOR-ADVISED | |
| DUPAGE EDUCATION FOUNDATION CO REGIONAL OFFICE OF EDUCATION | ||||||||
| DUPAGE COUNTY 421 N COUNTRY FARM RD | WHEATON | IL | 60187 | 203314577 | 501(C)(3) | $10,000 | DONOR-ADVISED | RD |
| DUPAGE FEDERATION ON HUMAN SERVICES REFORM | ||||||||
| 246 E JANATA BOULEVARD SUITE 265 | LOMBARD | IL | 60148 | 364197587 | GOV'T | $50,000 | BRIGHT & EARLY DUPAGE | |
| EASTER SEALS DUPAGE & FOX VALLEY | ||||||||
| 830 S ADDISON AVE | VILLA PARK | IL | 60181 | 362476388 | 501(C)(3) | $21,123 | BRIGHT & EARLY DUPAGE | |
| FAIR LADY PRODUCTIONS INC | ||||||||
| 1665 QUINCY AVE 143 | NAPERVILLE | IL | 60540 | 562496319 | 501(C)(3) | $20,000 | SPIRIT OF VOLUNTEERISM | |
| FAMILY SHELTER SERVICE | ||||||||
| 605 E ROOSEVELT RD | WHEATON | IL | 60187 | 362883552 | 501(C)(3) | $59,617 | GENERAL ENDOWMENT | |
| GIVING DUPAGE | ||||||||
| 421 N COUNTY FARM RD RM 1-700 | WHEATON | IL | 60187 | 262696088 | 501(C)(3) | $5,000 | SPECIAL INITIATIVE | |
| HINSDALE HOSPITAL FOUNDATION | ||||||||
| 120 N OAK ST | HINSDALE | IL | 60521 | 521466387 | 501(C)(3) | $75,000 | FIELD OF INTEREST | |
| ILLINOIS STATE UNIVERSITY | ||||||||
| 214 FELL HALL CAMPUS BOX 2320 | NORMAL | IL | 61790 | 376025713 | 501(C)(3) | $11,000 | SCHOLARSHIP | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET | BLOOMINGTON | IN | 47405 | 356018940 | 501(C)(3) | $5,000 | SCHOLARSHIP | |
| INSTITUTE FOR TRUTH IN ACCOUNTING | ||||||||
| 118 N CLINTON ST SUITE 206 | CHICAGO | IL | 60661 | 352185292 | 501(C)(3) | $110,000 | DONOR-ADVISED | |
| ISLAMIC CENTER OF NAPERVILLE | ||||||||
| 2844 W OGDEN AVE | NAPERVILLE | IL | 60540 | 363784891 | 501(C)(3) | $5,000 | DONOR-ADVISED | |
| LIVING WELL CANCER RESOURCE CENTER | ||||||||
| 442 WILLIAMSBURG AVENUE | GENEVA | IL | 60134 | 161727774 | 501(C)(3) | $15,100 | MEMORIAL GRANT | |
| LOAVES & FISHES COMMUNITY SERVICES | ||||||||
| 1871 HIGH GROVE LANE | NAPERVILLE | IL | 60540 | 363786777 | 501(C)(3) | $10,250 | DONOR-ADVISED | |
| METROPOLITAN FAMILY SERVICES DUPAGE | ||||||||
| 222 E WILLOW AVENUE | WHEATON | IL | 60187 | 362167061 | 501(C)(3) | $151,500 | DONOR-ADVISED | |
| NAPERVILLE CARES | ||||||||
| 618-B W 5TH AVE | NAPERVILLE | IL | 60563 | 364320818 | 501(C)(3) | $10,000 | SPIRIT OF VOLUNTEERISM | |
| NATIONAL LOUIS UNIVERSITY PACE PROGRAM | ||||||||
| 5202 OLD ORCHARD ROAD | SKOKIE | IL | 60077 | 362167804 | 501(C)(3) | $9,000 | DESIGNATED | |
| ONEWAY MINISTRIES | ||||||||
| PO BOX 2211 | NAPERVILLE | IL | 60567 | 311675712 | 501(C)(3) | $30,000 | DONOR-ADVISED | |
| OUTREACH COMMUNITY MINISTRIES | ||||||||
| 122 W LIBERTY DRIVE | WHEATON | IL | 60187 | 237265066 | 501(C)(3) | $6,000 | DONOR-ADVISED | |
| PALESTINE CHILDREN'S RELIEF FUND | ||||||||
| PO BOX 1926 | KENT | OH | 44240 | 931057665 | 501(C)(3) | $15,300 | DONOR-ADVISED | |
| PEOPLE'S RESOURCE CENTER | ||||||||
| 201 S NAPERVILLE ROAD | WHEATON | IL | 60187 | 363157600 | 501(C)(3) | $44,733 | DONOR-ADVISED | |
| ROBERT CROWN CENTER FOR HEALTH EDUCATION | ||||||||
| 21 SALT CREEK LANE | HINSDALE | IL | 60521 | 362608742 | 501(C)(3) | $10,000 | DONOR-ADVISED | |
| SACRED HEART RETREAT APOSTOLATE | ||||||||
| 10480 1/2 WINNETKA AVE | CHATSWORTH | CA | 91311 | 432005333 | 501(C)(3) | $8,000 | DONOR-ADVISED | |
| ST JOAN OF ARC PARISH & SCHOOL | ||||||||
| 820 DIVISION ST | LISLE | IL | 60532 | 362192836 | 501(C)(3) | $8,000 | DONOR-ADVISED | |
| TALEEM UL HAQ FOUNDATION | ||||||||
| 16407 S LEXINGTON DR | PLAINFIELD | IL | 60586 | 263109658 | 501(C)(3) | $10,000 | DONOR-ADVISED | |
| THE CONSERVATION FOUNDATION | ||||||||
| 10S404 KNOCH KNOLLS ROAD | NAPERVILLE | IL | 60565 | 237221206 | 501(C)(3) | $15,000 | DONOR-ADVISED | |
| THE ROSS K MACNEILL FOUNDATION | ||||||||
| PO BOX 333 | WHEATON | IL | 60187 | 463822276 | 501(C)(3) | $19,904 | DONOR-ADVISED | |
| THREE FIRES COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 415 N 2ND STREET ST | CHARLES | IL | 60174 | 363831877 | 501(C)(3) | $34,940 | DESIGNATED | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 130 N WEST STREET | WHEATON | IL | 60187 | 362170847 | 501(C)(3) | $17,739 | GEYER IRA | |
| UNIVERSITY OF ILLINOIS AT CHICAGO OFFICE OF STUDENT FINANCIAL AID | ||||||||
| MC 334 1200 W HARRISON ST | CHICAGO | IL | 60607 | 376006007 | 501(C)(3) | $7,500 | SCHOLARSHIP | |
| UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN OFFICE -STUDENT FINANCIAL AID | ||||||||
| 620 E JOHN ST MC-303 | CHAMPAIGN | IL | 61820 | 376006004 | 501(C)(3) | $14,000 | SCHOLARSHIP | |
| UNIVERSITY OF IOWA OFFICE OF STUDENT FINANCIAL AID | ||||||||
| 208 CALVIN HALL IOWA CITY | IOWA CITY | IA | 52242 | 420796760 | 501(C)(3) | $5,000 | SCHOLARSHIP | |
| VNA HEALTH CARE | ||||||||
| 400 N HIGHLAND AVE | AURORA | IL | 60506 | 362182095 | 501(C)(3) | $20,000 | DONOR-ADVISED | |
| WELLNESS HOUSE | ||||||||
| 131 N COUNTY LINE ROAD | HINSDALE | IL | 60521 | 363636933 | 501(C)(3) | $15,000 | DONOR-ADVISED | |
| WEST SUBURBAN COMMUNITY PANTRY | ||||||||
| 6809 HOBSON VALLEY DR 118 | WOODRIDGE | IL | 60517 | 363857072 | 501(C)(3) | $5,000 | DONOR-ADVISED | |
| WESTERN DUPAGE SPECIAL RECREATION ASSOCIATION | ||||||||
| 116 N SCHMALE RD | CAROL STREAM | IL | 60188 | 363932924 | 501(C)(3) | $15,817 | SYNERGY - ADAPTIVE SPORTS COOPERATIVE FOR INDIVIDUALS WITH PHYSICAL DISABILI | |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | 362182171 | 501(C)(3) | $158,000 | COMMUNITY OUTREACH FOR DEVELOPING ARTISTS- SERVING MUSICALLY UNDERSERVED CHI | |
| WORLD RELIEF DUPAGE | ||||||||
| 1825 COLLEGE AVE STE 230 | WHEATON | IL | 60187 | 236393344 | 501(C)(3) | $20,000 | DONOR-ADVISED | |
| WYNDEMERE RESIDENTS ASSOCIATION | ||||||||
| 200 WYNDEMERE CIRCLE E317B | WHEATON | IL | 60187 | 501(C)(3) | $21,000 | DESIGNATED | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE TWO: | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE GRANT AGREEMENT, GRANTEES ARE REQUIRED TO SUBMIT A REPORT THAT IDENTIFIES THE USAGE OF GRANT FUNDS ALONG WITH MEASURABLE OUTCOMES ON THE PROGRAMS THAT BENEFITED FROM THE FINANCIAL SUPPORT. GRANTS ARE NORMALLY AWARDED FOR ONE-TIME PROPOSED PROJECTS. THE RECIPIENT ORGANIZATION MUST ADHERE TO THE PROJECT DATES AND PROPOSAL, AS APPROVED BY THE GRANT COMMITTEE AND CONTACT FOUNDATION STAFF WITH ANY REVISIONS FOR APPROVAL. IN SOME CASES, THE GRANT AWARD MAY BE USED AS A CHALLENGE GRANT BY THE RECIPIENT ORGANIZATION OR MAY ONLY BE GIVEN AS A MATCH FOR ADDITIONAL PROJECT FUNDING. ALL GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A COMPLETED FINAL REPORT UPON COMPLETION OF THEIR PROJECT OR WITHIN ONE YEAR, WHICHEVER COMES FIRST. THE FINAL REPORT ASKS THE FOLLOWING: 1. DESCRIPTION OF OUTCOMES ACHIEVED USING THE OUTCOME MEASURES TABLE FROM THE INITIAL APPLICATION. 2. HAS THE PROJECT DIFFERED IN EXECUTION FROM THE APPLICATION? (EXPLAIN) 3. PROVIDE AN EXAMPLE THAT ILLUSTRATED WHAT YOU CONSIDER TO BE THE MOST SIGNIFICANT IMPACT ON THE LIVES OF THE INDIVIDUALS SERVED. 4. DESCRIPTION OF FUTURE PLANS FOR PROJECT'S SUSTAINABILITY | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR DAVID MCGOWAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $170,990 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $8,181 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $4,408 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,465 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $203,044 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FRANK HUDETZ | |||
| FORMER TRUSTEE | $19,108 | PRINTING SERVICES | 0 |
| GEORGE GILKERSON | |||
| FORMER TRUSTEE | $60,000 | CONSULTING | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DESCRIPTION OF TRANSACTIONS: | FormAndLineReferenceDesc |
| Explanation | FOUNDATION TRUSTEES ACTING AS VENDORS PROVIDED $19,108 OF PRINTING SERVICES AND $60,000 IN CONSULTING SERVICES FOR THE FOUNDATION YEAR ENDED JUNE 30, 2015. THE TRUSTEES DISCLOSED THE CONFLICT IN THEIR CONFLICT OF INTEREST FORM AND BIDDING INFORMATION IS ON FILE TO VALIDATE THE SELECTION OF THE TRUSTEES' COMPANIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,223,162 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES AND PRESIDENT ARE PROVIDED A COPY OF FORM 990 FOR REVIEW BEFORE FILING. THE PRESIDENT AND TREASURER SIGN OFF ON FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, TRUSTEES, STAFF AND VOLUNTEERS ARE ASKED TO UPDATE SIGN, AND DATE THEIR CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S PERFORMANCE IS REVIEWED ANNUALLY. THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION TO REVIEW PERFORMANCE AND PROVIDE FEEDBACK TO THE CHAIR OF THE BOARD WHO CONDUCTS THE ACTUAL REVIEW. PERFORMANCE IS MEASURED IN TERMS OF OUTRIGHT AND DEFERRED GIFTS, WORK WITH PROFESSIONAL ADVISORS, BOARD AND COMMITTEE SUPPORT, STAFF LEADERSHIP, AND COMMUNITY LEADERSHIP. COMPARABILITY DATA COMES FROM THE COUNCIL ON FOUNDATION ANNUAL SALARY SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONFLICT OF INTEREST POLICY - UPON REQUEST. FINANCIAL STATEMENTS - UPON REQUEST AND VIA THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XII | THE TAXPAYER IS WITHIN THE SCOPE OF REVENUE PROCEDURE 2015-20 AND IS ELECTING TO ADOPT METHODS OF ACCOUNTING DESCRIBED IN SECTIONS 6.37(3)(A)(IV), (A)(V), (A)(VII), (A)(VIII), 6.38, 6.39 AND 10.11(3)(A) OF REVENUE PROCEDURE 2015-14, WITH AN ADJUSTMENT UNDER SECTION 481(A) THAT TAKES INTO ACCOUNT ONLY AMOUNTS PAID OR INCURRED, AND DISPOSITIONS BY THE TAXPAYER IN TAXABLE YEARS BEGINNING ON OR AFTER JANUARY 1, 2014. AS THE SECTION 481(A) MEASUREMENT DATE COINCIDES WITH THE BEGINNING OF THIS TAX YEAR, THERE IS NO SECTION 481(A) ADJUSTMENT INCLUDED IN THIS TAX RETURN. |
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