VAN DAM CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
VAN DAM CHARITABLE FOUNDATION (EIN 38-3328175)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-10
IRS object ID
201632239349100603
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)
Return2016-08-10T07:47:57-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383328175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Van Dam Charitable FoundationBusinessNameLine1Txt
Business Name Line2C/O ANNE VOSHELBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ANNE B VOSHELInCareOfNm
Business Name ControlVANDBusinessNameControlTxt
Phone7738577334PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1636 W WELLINGTON AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN B VOSHELPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7738577334PhoneNum
Signature2016-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN GUIDERPreparerPersonNm
PTINP00177866PTIN
Phone6167747000PhoneNum
Preparation2016-06-30PreparationDt
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$3,289,029FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,494,861ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,582DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,582DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,737NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,706GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,737CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm$1,547,021OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,551,180TotalRevAndExpnssAmt
Total Net Invst Incm$1,603,340TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$114LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$114LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,798AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,399AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,399AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,361OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,361OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$106TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,708TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,866TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,513TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,670ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,670ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,378TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,866TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$91,183TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,451,802ExcessRevenueOverExpensesAmt
Net Investment Income$1,596,474NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,790SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,430,431SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,430,431SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$1,580RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$1,580RcvblFromOfficersEOYFMVAmt
Other Investments BOY$753,853OtherInvestmentsBOYAmt
Other Investments EOY$779,402OtherInvestmentsEOYAmt
Other Investments EOYFMV$857,018OtherInvestmentsEOYFMVAmt
Total Assets BOY$759,643TotalAssetsBOYAmt
Total Assets EOY$3,211,413TotalAssetsEOYAmt
Total Assets EOYFMV$3,289,029TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$115,004CapitalStockBOYAmt
Capital Stock EOY$115,004CapitalStockEOYAmt
Retained Earning BOY$644,639RetainedEarningBOYAmt
Retained Earning EOY$3,096,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$759,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,211,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$759,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,211,413TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$759,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,451,802ExcessRevenueOverExpensesAmt
Subtotal$3,211,445SubtotalAmt
Other Decreases$32OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,211,413TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
UBS #55023 PUB TRADED SECURITIES2015-05-15$30,500$20,969$9,531$9,531
CAPITAL GAIN DIVIDENDS$27,206P
FieldValueIRS element (for citing)
Capital Gain Net Income$36,737CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,969AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$918,888NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053292DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$834,590NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036185DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,318AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$784,288NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052682DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$758,685NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04119DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$658,338NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020506DistributionYr5Rt
Total Distribution0.203855TotalDistributionRt
Average Distribution0.040771AverageDistributionRt
Net Vl Noncharitable Assets$1,718,736NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,075AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,965NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,040AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,183QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,965InvestmentIncomeExciseTaxAmt
Subtotal$15,965SubtotalAmt
Tax Based On Investment Income$15,965TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$665EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$35,000AppliedToEsTaxAmt
Total Payments And Credits$35,665TotalPaymentsAndCreditsAmt
Overpayment$19,700OverpaymentAmt
Applied To ES Tax$19,700AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANNE B VOSHELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7738577334PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1636 W WELLINGTON AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (true)ActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GERALD L NUDO
636 W WELLINGTON AVENUECHICAGOIL60657DIRECTOR1.0$0
ANNE B VOSHEL
636 W WELLINGTON AVENUECHICAGOIL60657DIRECTOR1.0$0
WHITNEY NUDO
636 W WELLINGTON AVENUECHICAGOIL60657DIRECTOR1.0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$875,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$869,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,744,910TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,744,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,174CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,718,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,965TaxBasedOnInvestmentIncomeAmt
Total Tax$15,965TotalTaxAmt
Distributable Before Adj$69,972DistributableBeforeAdjAmt
Distributable Before Ded$69,972DistributableBeforeDedAmt
Distributable As Adjusted$69,972DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,183ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$91,183QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,965PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,218AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,972DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,468ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,157TotalExcessDistributionCyovAmt
Qualifying Distributions$91,183QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$69,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,211RemainingDistriFromCorpusAmt
Total Corpus$27,368TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,368ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$2,468ExcessFromYear3Amt
Excess From Year1$3,689ExcessFromYear1Amt
Excess From Current Year$21,211ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANNE B VOSHEL GERALD NUDO WHITNEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FOURTH PRESBYTERIAN CHURCH
126 E CHESTNUT STCHICAGOIL60611NONEPCRESTORATION AND CHURCH PROGRAMS$15,500
UNIVERSITY OF MICHIGAN
500 S STATE STREETANN ARBORMI48109NONEPCFELLOWSHIP FUND$20,000
THE SISTERS OF ST FRANCIS - IMMACULATE CONCEPTION
2408 W HEADING AVENUEWEST PEORIAIL61604NONEPCRELIGIOUS PROGRAMS$1,000
LINCOLN PARK ZOO
2001 N CLARK STREETCHICAGOIL60614NONEPCANNUAL FUND$2,500
HOLLAND SYMPHONY ORCHESTRA
PO BOX 2685HOLLANDMI49422NONEPCDISCRETIONARY OPERATING FUNDS$5,000
UNIVERSITY OF CHICAGO
5235 S HARPER COURTCHICAGOIL60615NONEPCBOOTH FUND$2,500SUITE 450
LANDMARKS ILLINOIS
30 N MICHIGAN AVE 2020CHICAGOIL60602NONEPCPRESERVATION HERITAGE FUND$24,420
JDRF
1 N LASALLE STREETCHICAGOIL60602NONEPCDIABETES RESEARCH$5,000SUITE 1200
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPCANNUAL FUND$2,500
WOLCOTT SCHOOL
524 N WOLCOTT AVENUECHICAGOIL60622NONEPCANNUAL FUND$10,000
CHICAGO CITY DAY SCHOOL
541 W HAWTHORNE PLACECHICAGOIL60657NONEPCANNUAL APPEAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,670TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,312ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,737ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
JACKSON NATIONAL LIFE INSURANCE CO INC - ANNUITY36$1,696,510
HARTFORD LIFE INSURANCE CO - ANNUITY36$798,350

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,550,909ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,550,909TotalIncomeProducingActyAmt

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

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 PersonESTATE OF DORIS VAN DAMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1636 W WELLINGTON AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,494,861TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBDO USA, LLPCategoryTxt
Amt$4,798Amt
Net Investment Income$2,399NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,399DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMER FD AMCAPAT COST$47,927$62,309
AMER FD AMER BAL FDAT COST$185,846$242,518
AMER FD EURO PAC GR FD SBIAT COST$40,946$50,488
INVESTMENT CO OF AMERAT COST$70,026$73,963
AMER FD INCOME FUNDAT COST$81,824$87,777
DELAWARE INCOME FUNDAT COST$109,216$106,939
FRANKLIN INCOMEAT COST$86,909$91,522
FT-FRANKLIN INCOMEAT COST$48,784$43,188
IVY ASSET STRATEGYAT COST$74,900$63,677
AMER FD NEW WORLD FDAT COST$33,024$34,637

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCT CORPORATIONCategoryTxt
Legal Fees$114LegalFeesAmt
Disbursements Charitable Prps$114DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$32Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
JACKSON NATIONAL LIFE INSURANCE CO INC -$1,416,510
TAXABLE PORTION
HARTFORD LIFE INSURANCE CO - TAXABLE$130,511
PORTION

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,361Amt
Net Investment Income$4,361NetInvestmentIncomeAmt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonANNE B VOSHELBorrowerPersonNm
Balance Due$1,580BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$1,329
FOREIGN TAX PAID$106$106

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