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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T07:47:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383328175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Van Dam Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANNE VOSHEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANNE B VOSHEL | InCareOfNm |
| Business Name Control | VAND | BusinessNameControlTxt |
| Phone | 7738577334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 636 W WELLINGTON AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN B VOSHEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7738577334 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN GUIDER | PreparerPersonNm |
| PTIN | P00177866 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2016-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,289,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,494,861 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,737 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,547,021 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,551,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,603,340 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,399 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,399 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,361 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,451,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,596,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,430,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,430,431 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $1,580 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,580 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $753,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $779,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $857,018 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $759,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,211,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,289,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $115,004 | CapitalStockBOYAmt |
| Capital Stock EOY | $115,004 | CapitalStockEOYAmt |
| Retained Earning BOY | $644,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,096,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $759,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $759,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,211,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $759,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,451,802 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,211,445 | SubtotalAmt |
| Other Decreases | $32 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| UBS #55023 PUB TRADED SECURITIES | 2015-05-15 | $30,500 | $20,969 | $9,531 | $9,531 | |
| CAPITAL GAIN DIVIDENDS | $27,206 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,737 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $918,888 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $834,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,318 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $784,288 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052682 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $758,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04119 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $658,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020506 | DistributionYr5Rt |
| Total Distribution | 0.203855 | TotalDistributionRt |
| Average Distribution | 0.040771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,718,736 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,183 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,965 | SubtotalAmt |
| Tax Based On Investment Income | $15,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $665 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $35,665 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,700 | OverpaymentAmt |
| Applied To ES Tax | $19,700 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE B VOSHEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7738577334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 636 W WELLINGTON AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GERALD L NUDO | ||||||
| 636 W WELLINGTON AVENUE | CHICAGO | IL | 60657 | DIRECTOR | 1.0 | $0 |
| ANNE B VOSHEL | ||||||
| 636 W WELLINGTON AVENUE | CHICAGO | IL | 60657 | DIRECTOR | 1.0 | $0 |
| WHITNEY NUDO | ||||||
| 636 W WELLINGTON AVENUE | CHICAGO | IL | 60657 | DIRECTOR | 1.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $875,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $869,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,744,910 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,744,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,718,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,965 | TotalTaxAmt |
| Distributable Before Adj | $69,972 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,972 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,972 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $91,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,965 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,468 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $69,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,368 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $2,468 | ExcessFromYear3Amt |
| Excess From Year1 | $3,689 | ExcessFromYear1Amt |
| Excess From Current Year | $21,211 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE B VOSHEL GERALD NUDO WHITNE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FOURTH PRESBYTERIAN CHURCH | ||||||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | NONE | PC | RESTORATION AND CHURCH PROGRAMS | $15,500 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | FELLOWSHIP FUND | $20,000 | |
| THE SISTERS OF ST FRANCIS - IMMACULATE CONCEPTION | ||||||||
| 2408 W HEADING AVENUE | WEST PEORIA | IL | 61604 | NONE | PC | RELIGIOUS PROGRAMS | $1,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | ANNUAL FUND | $2,500 | |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO BOX 2685 | HOLLAND | MI | 49422 | NONE | PC | DISCRETIONARY OPERATING FUNDS | $5,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | NONE | PC | BOOTH FUND | $2,500 | SUITE 450 |
| LANDMARKS ILLINOIS | ||||||||
| 30 N MICHIGAN AVE 2020 | CHICAGO | IL | 60602 | NONE | PC | PRESERVATION HERITAGE FUND | $24,420 | |
| JDRF | ||||||||
| 1 N LASALLE STREET | CHICAGO | IL | 60602 | NONE | PC | DIABETES RESEARCH | $5,000 | SUITE 1200 |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | ANNUAL FUND | $2,500 | |
| WOLCOTT SCHOOL | ||||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | NONE | PC | ANNUAL FUND | $10,000 | |
| CHICAGO CITY DAY SCHOOL | ||||||||
| 541 W HAWTHORNE PLACE | CHICAGO | IL | 60657 | NONE | PC | ANNUAL APPEAL FUND | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| JACKSON NATIONAL LIFE INSURANCE CO INC - ANNUITY | 36 | $1,696,510 |
| HARTFORD LIFE INSURANCE CO - ANNUITY | 36 | $798,350 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,550,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,550,909 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF DORIS VAN DAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 636 W WELLINGTON AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,494,861 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDO USA, LLP | CategoryTxt |
| Amt | $4,798 | Amt |
| Net Investment Income | $2,399 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,399 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER FD AMCAP | AT COST | $47,927 | $62,309 |
| AMER FD AMER BAL FD | AT COST | $185,846 | $242,518 |
| AMER FD EURO PAC GR FD SBI | AT COST | $40,946 | $50,488 |
| INVESTMENT CO OF AMER | AT COST | $70,026 | $73,963 |
| AMER FD INCOME FUND | AT COST | $81,824 | $87,777 |
| DELAWARE INCOME FUND | AT COST | $109,216 | $106,939 |
| FRANKLIN INCOME | AT COST | $86,909 | $91,522 |
| FT-FRANKLIN INCOME | AT COST | $48,784 | $43,188 |
| IVY ASSET STRATEGY | AT COST | $74,900 | $63,677 |
| AMER FD NEW WORLD FD | AT COST | $33,024 | $34,637 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT CORPORATION | CategoryTxt |
| Legal Fees | $114 | LegalFeesAmt |
| Disbursements Charitable Prps | $114 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $32 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,361 | Amt |
| Net Investment Income | $4,361 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | ANNE B VOSHEL | BorrowerPersonNm |
| Balance Due | $1,580 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,329 | |
| FOREIGN TAX PAID | $106 | $106 |
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