ABBVIE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ABBVIE FOUNDATION (EIN 46-0827839)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349102334
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T14:03:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 460827839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AbbVie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABBV | BusinessNameControlTxt |
| Phone | 8479388188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH WAUKEGAN ROAD | AddressLine1Txt |
| City | NORTH CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracie Haas | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN WOODHULL | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| 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 | $115,987,783 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $645,882 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,655,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,655,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,301,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,655,929 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $47,628 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,288 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $466,038 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $204,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $563,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,750,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,308,332 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,313,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,527,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,011,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,652,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,850,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,283,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,283,419 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $420,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $420,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,704,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $71,271,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,704,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,987,783 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $351,417 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,811,253 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,973,585 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,194,378 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,125,669 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,005,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,450,671 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $65,265,532 | UnrestrictedBOYAmt |
| Unrestricted EOY | $54,253,668 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,265,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,253,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,271,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,704,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,265,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,011,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,253,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,253,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,726,592 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $90,865,119 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.140060 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,109,563 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,678,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111581 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,995,784 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0 | DistributionYr3Rt |
| Distribution Yr4 | 0 | DistributionYr4Rt |
| Distribution Yr5 | 0 | DistributionYr5Rt |
| Total Distribution | 0.251641 | TotalDistributionRt |
| Average Distribution | 0.083880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $124,853,790 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,472,736 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,489,257 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,527,119 | 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 | $16,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,521 | SubtotalAmt |
| Tax Based On Investment Income | $16,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,066 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,066 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,545 | OverpaymentAmt |
| Applied To ES Tax | $23,545 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Tracie Haas | IndividualWithBooksNm |
| Phone | 8479351112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Waukegan Rd | AddressLine1Txt |
| City | North Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | 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 | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD A GONZALEZ | ||||||||
| 1 NORTH WAUKEGAN ROAD D-V392/AP34 | NORTH CHICAGO | IL | 60064 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| LAURA SCHUMACHER | ||||||||
| 1 NORTH WAUKEGAN ROAD D-V364/AP34 | NORTH CHICAGO | IL | 60064 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| JENNIFER SMOTER | ||||||||
| 1 NORTH WAUKEGAN ROAD D-ZZ06/AP34 | NORTH CHICAGO | IL | 60064 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| TRACIE HAAS | ||||||||
| 1 North Waukegan Road D-ZZ02/AP34 | NORTH CHICAGO | IL | 60064 | DIRECTOR & PRESIDENT | 10.000 | $0 | $0 | $0 |
| CATHY ACKERMAN | ||||||||
| 1 North Waukegan Road D-ZZ02/AP34 | NORTH CHICAGO | IL | 60064 | VICE PRESIDENT | 20.000 | $0 | $0 | $0 |
| JOHN (JEFF) RICHARDSON | ||||||||
| 1 North Waukegan Road D-ZZ02/AP34 | NORTH CHICAGO | IL | 60064 | VICE PRESIDENT | 39.000 | $0 | $0 | $0 |
| TABITHA SKARBEK | ||||||||
| 1 North Waukegan Road D-V312/AP34 | NORTH CHICAGO | IL | 60064 | TREASURER | 1.000 | $0 | $0 | $0 |
| DENIS TIAN | ||||||||
| 1 North Waukegan Road D-V312/AP34 | NORTH CHICAGO | IL | 60064 | ASSISTANT TREASURER | 4.000 | $0 | $0 | $0 |
| KATHLEEN SCHEIDT | ||||||||
| 1 North Waukegan Road D-V2MP/AP34 | NORTH CHICAGO | IL | 60064 | SECRETARY | 1.000 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIGHTPOINT | |||||
| 29 N WACKER DRIVE 4TH FLOOR | CHICAGO | IL | 60606 | FOUNDATION WEBSITE DEVELOPMENT | $328,248 |
| KPMG | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | STRATEGY SUPPORT | $105,000 |
| CATALYSIS LLC | |||||
| 2520 SW HAMILTON CT | PORTLAND | OR | 97239 | PROGRAM DEVELOPMENT | $98,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOP GLOBAL SCIENCE (STEM) EDUCATION PROGRAM THAT SERVES PRIMARY AND SECONDARY SCHOOL CHILDREN IN COMMUNITIES. | Description1Txt |
| Expenses1 | $99,499 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,754,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,000,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,755,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $126,755,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,901,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,853,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,242,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,242,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,521 | TotalTaxAmt |
| Distributable Before Adj | $6,226,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,155 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,231,324 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,231,324 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,527,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,527,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,521 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,510,598 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,231,324 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,444,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,211,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,656,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,527,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,231,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,295,796 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,951,919 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,951,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,444,721 | ExcessFromYear2Amt |
| Excess From Year1 | $8,211,402 | ExcessFromYear1Amt |
| Excess From Current Year | $7,295,796 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Direct Relief | ||||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 931173214 | N/A | PC | PMTCT Program 2015 | $1,145,980 | |
| Direct Relief | ||||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 931173214 | N/A | PC | Families with Pediatric Cancer Patients in States of Chiapas, Oaxaca, Mexico | $200,000 | |
| Direct Relief | ||||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 931173214 | N/A | PC | Family Emergency Care Kits Program | $54,000 | |
| Direct Relief | ||||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 931173214 | N/A | PC | Nepal 2015 Disaster Response | $50,000 | |
| Direct Relief | ||||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 931173214 | N/A | PC | PMTCT Program 2015 | $491,131 | |
| International Medical Corps | ||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 900251030 | N/A | PC | 2015 Emergency Response to Nepal | $100,000 | |
| International Medical Corps | ||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 900251030 | N/A | PC | Emergency Response to Refugee Crisis in Europe | $250,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $58,064 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $237,494 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $150,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $5,108 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $2,463,200 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $21,163 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $35,304 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $78,800 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 940401497 | N/A | PC | Donor Advised Fund Matching Grants | $10,000 | |
| AmeriCares Foundation Inc | ||||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | N/A | PC | 2015 General Disaster Support Relief Efforts in Nepal | $50,000 | |
| The Heart of America Foundation | ||||||||
| 2270 Beaver Road | Landover | MD | 20785 | N/A | PC | READesign School Library, Cafeteria and Professional Development Makeovers | $996,960 | |
| The Heart of America Foundation | ||||||||
| 2270 Beaver Road | Landover | MD | 20785 | N/A | PC | Redwood City Pharmacyclics WOP Volunteer Projects | $22,692 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | N/A | PC | Buruli ulcer program in Cote d'Ivoire | $157,507 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | N/A | PC | Disaster Relief to Respond to the 2015 Earthquake in Nepal | $50,000 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | N/A | PC | Chagas Disease Prevention and Control in Bolivia- Morochata & Tiquipaya | $205,400 | |
| American Red Cross | ||||||||
| 2200 W Harrison St | Chicago | IL | 60612 | N/A | PC | Disaster Relief | $10,000 | |
| American Red Cross | ||||||||
| 2200 W Harrison St | Chicago | IL | 60612 | N/A | PC | Disaster Relief for Texas Flooding | $10,000 | |
| Beacon Place NFP | ||||||||
| 603 South McAlister St | Waukegan | IL | 60085 | N/A | PC | Beacon Place Core Staff and Programming Enrichment Project | $100,000 | |
| Bernard P Floriani Foundation | ||||||||
| 985 MAPLEWOOD RD | LAKE FOREST | IL | 600452469 | N/A | PC | general mission support | $50,000 | |
| Boys & Girls Club of Lake County | ||||||||
| 1801 SHERIDAN RD STE 202 | NORTH CHICAGO | IL | 600642262 | N/A | PC | general mission support | $10,000 | |
| CASA Lake County | ||||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 600613172 | N/A | PC | General Mission Support | $25,000 | |
| Chicago Cares Inc | ||||||||
| 2 N RIVERSIDE PLZ STE 2200 | CHICAGO | IL | 606062606 | N/A | PC | Week of Possibilities/community volunteer project | $314,504 | |
| Erie Family Health Center | ||||||||
| 1701 W Superior Street 3rd Floor | Chicago | IL | 60622 | N/A | PC | general mission support | $55,000 | |
| GlobeMed | ||||||||
| 601 University Place | Evanston | IL | 60208 | N/A | PC | General mission support | $75,000 | |
| IMSA Fund for Advancement of Education | ||||||||
| 1500 SULLIVAN RD | AURORA | IL | 605061067 | N/A | PC | IMSA Fusion in North Chicago | $40,000 | |
| IMSA Fund for Advancement of Education | ||||||||
| 1500 SULLIVAN RD | AURORA | IL | 605061067 | N/A | PC | Boundless Learning | $93,000 | |
| Lake County Cares | ||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 600452355 | N/A | PC | Read with Me program | $22,145 | |
| Lake County Crisis Center | ||||||||
| 2710 17TH STREET | ZION | IL | 600991543 | N/A | PC | General Mission Support | $10,000 | |
| North Chicago Community Partners | ||||||||
| 855 Skokie Highway North Suite D | Lake Bluff | IL | 60044 | N/A | POF | Adopt-a-Community School - North Elementary School | $237,889 | |
| North Chicago School District 187 | ||||||||
| 2000 LEWIS AVE | NORTH CHICAGO | IL | 600642532 | N/A | GOV | Greenbay Playground Build | $100,600 | |
| Northern Illinois Food Bank | ||||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | N/A | PC | Food for Health & Wellness Open Houses | $15,000 | |
| PADS Lake County Inc | ||||||||
| 1800 Grand Avenue | Waukegan | IL | 60085 | N/A | PC | PADS Homeless Shelter Project | $10,000 | |
| Prairie State Legal Services Inc | ||||||||
| 303 N MAIN ST STE 600 | ROCKFORD | IL | 611011050 | N/A | PC | Civil Legal Services in Lake County | $25,000 | |
| Reading Power Inc | ||||||||
| 736 N Western Ave Suite 226 | Lake Forest | IL | 60045 | N/A | PC | North School | $40,000 | |
| Rosalind Franklin University of Medicine and Science | ||||||||
| 3333 GREEN BAY RD | NORTH CHICAGO | IL | 600643037 | N/A | PC | (INSPIRE) Summer Program | $65,120 | |
| United Way of Lake County | ||||||||
| 330 S GREENLEAF ST | GURNEE | IL | 600313389 | N/A | PC | Success By 6 in North Chicago | $80,000 | |
| University of Chicago | ||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 606375418 | N/A | PC | Professorship | $1,000,000 | |
| YBLC Inc | ||||||||
| 1812 Morrow Ave | NORTH CHICAGO | IL | 600643210 | N/A | PC | general mission support | $15,000 | |
| Indiana University | ||||||||
| 400 E 7th Street | Bloomington | IN | 474053001 | N/A | PC | HIV Programs in Western Kenya | $665,000 | Poplars Room 501 |
| Indiana University | ||||||||
| 400 E 7th Street | Bloomington | IN | 474053001 | N/A | PC | AMPATH Oncology/Kenya | $150,000 | Poplars Room 501 |
| ALS THERAPY DEVELOPMENT FOUNDATION INC | ||||||||
| 300 TECHNOLOGY SQUARE ST | CAMBRIDGE | MA | 021393515 | N/A | PC | General Mission Support | $5,160 | |
| Asian University for Women Support Foundation | ||||||||
| 1100 MASSACHUSETTS AVENUE Suite 300 | CAMBRIDGE | MA | 021385218 | N/A | PC | Scholarships | $50,000 | |
| Family Reach Foundation | ||||||||
| 142 Berkeley Street | Boston | MA | 02116 | N/A | PC | Lifeline Grants / Hands of Hope | $300,000 | |
| Global Health Corps | ||||||||
| One Penn Plaza Suite 6271 | NEW YORK | NY | 10119 | N/A | PC | Global Health Corps Fellowship Class 2015-2016 | $100,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 York Avenue | New York | NY | 10065 | N/A | PC | Pediatric Family Assistance Fund at MSK | $100,000 | |
| Invent Now Inc | ||||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 447204535 | N/A | PC | Collegiate Inventors Competition 2015 | $225,000 | |
| Baylor College of Medicine International Pediatric AIDS Initiative | ||||||||
| 1102 Bates Street Suite 630 | HOUSTON | TX | 770302399 | N/A | SO I | BIPAI Romania HCV Program | $50,000 | |
| Baylor College of Medicine International Pediatric AIDS Initiative | ||||||||
| 1102 Bates Street Suite 630 | HOUSTON | TX | 770302399 | N/A | SO I | BIPAI Romania Hepatitis | $306,000 | |
| Baylor College of Medicine International Pediatric AIDS Initiative | ||||||||
| 1102 Bates Street Suite 630 | HOUSTON | TX | 770302399 | N/A | SO I | BIPAI HIV/AIDS program | $1,280,000 | |
| Baylor College of Medicine International Pediatric AIDs Initiative | ||||||||
| 1102 Bates FC-630 | Houston | TX | 77030 | N/A | SO I | Kamuzu Central Hospital Pediatric Wards Renovation/Malawi | $252,333 | |
| Baylor College of Medicine International Pediatric AIDs Initiative | ||||||||
| 1102 Bates FC-630 | Houston | TX | 77030 | N/A | SO I | Kamuzu Central Hospital Pediatric Wards Renovation/Malawi | $588,778 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,308,332 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Baylor College of Medicine International Pediatric Aids Initiative | ||||||||
| 1102 Bates Street 630 | Houston | TX | 77030 | N/A | SO I | KAMUZU CENTRAL HOSPITAL PEDIATRIC WARDS RENOVATION/Malawi | $90,000 | |
| Indiana University | ||||||||
| 400 E 7th Street | Bloomington | IN | 474053001 | N/A | PC | HIV/AIDS program in Kenya | $285,000 | Poplars Room 501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $375,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,655,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,655,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,655,929 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBVIE PURCHASING COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N WAUKEGAN RD | AddressLine1Txt |
| City | NORTH CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $645,882 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Albert B Sabin Vaccine Institute Inc | |||||||||||
| 2000 Pennsylvania Ave | NW Ste 7100 | Washington | DC | 200061894 | 2014-09-26 | $99,000 | Improving coverage for the prevention, control and elimination of five prioritized neglected tropical diseases (NTDs) in Vaupes province, in the Amazon region of Columbia | $99,000 | 0 | 02/18/2015, 03/11/2016 | Secondary Grantee: Sinergias 16#39 78 Oficina 202 Bogota, Columbia To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. |
| Baylor College of Medicine International Pediatric AIDS Initiative | |||||||||||
| 1102 Bates Street | Suite FC-630 | Houston | TX | 770303411 | 2014-05-22 | $528,973 | Preventing, testing and caring for patients with viral hepatitis | $528,973 | 0 | 03/18/2015, 02/15/2016 | Secondary Grantee: Fundatia Baylor-Marea Neagra (Baylor Black Sea Foundation) Str. Prelungirea Liliacului, Nr. 10, Km. 4-5 Constanta, Romania To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. Grant Amendment for $50,000 on 12/9/2015 |
| Baylor College of Medicine International Pediatric AIDS Initiative | |||||||||||
| 1102 Bates Street | Suite FC-630 | Houston | TX | 770303411 | 2015-09-18 | $306,000 | Preventing, testing and caring for patients with viral hepatitis | $306,000 | 0 | 02/15/2016 | Secondary Grantee: Fundatia Baylor-Marea Neagra (Baylor Black Sea Foundation) Str. Prelungirea Liliacului, Nr. 10, Km. 4-5 Constanta, Romania To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. |
| Caring Ambassadors | |||||||||||
| PO Box 1748 | Oregon City | OR | 97045 | 2014-12-02 | $253,282 | Supporting hepatitis awareness through program enhancement | $164,891 | 0 | 02/18/2015, 03/11/2016 | To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. | |
| Lake County Cares | |||||||||||
| 400 E Illinois Road | Lake Forest | IL | 600452355 | 2015-12-10 | $22,145 | Read with Me Program | $0 | 0 | Report pending-1st report not due until FYE 6/30/2016 | To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. | |
| North Chicago Community Partners | |||||||||||
| 855 Skokie Highway North | Suite D | Lake Bluff | IL | 60044 | 2014-12-02 | $246,833 | Adopt-A-School Project-North Elementary | $220,023 | 0 | 08/06/2015 | *Balance of $26,810 transferred to 2015 grant To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. |
| North Chicago Community Partners | |||||||||||
| 855 Skokie Highway North | Suite D | Lake Bluff | IL | 60044 | 2015-12-18 | $264,699 | Adopt-A-School Project-North Elementary | $0 | 0 | Report pending-1st report not due until FYE 6/30/2016 | To the knowledge of the Foundation, the grantee did not divert any portion of the grant funds from the purpose of the grant. Further, the Foundation had no reason to doubt the accuracy or reliability of the grantee's reports and therefore conducted no independent verification of the grantee's reports. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VII-A DISTRIBUTION TO DONOR ADVISED FUND | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION MAKES GRANTS TO A DONOR-ADVISED FUND ("DAF") AT SILICON VALLEY COMMUNITY FOUNDATION ("SVCF") OVER WHICH THE FOUNDATION HAS ADVISORY PRIVILEGES. SVCF USES THE FUNDS IN THE DAF SOLELY TO MAKE GRANTS TO ORGANIZATIONS DESCRIBED IN, OR TREATED AS DESCRIBED IN, SECTION 509(A)(1), (2), OR (3), OR 4942(J)(3) OF THE INTERNAL REVENUE CODE TO BE USED TO ACCOMPLISH ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(C)(2)(B) OF THE CODE ("ELIGIBLE RECIPIENT ORGANIZATIONS"). SVCF USES THE FUNDS RECEIVED FROM THE FOUNDATION TO MAKE GRANTS TO ELIGIBLE RECIPIENT ORGANIZATIONS ON A QUARTERLY BASIS, THUS ENSURING THAT THE FOUNDATION'S GRANTS ARE USED PROMPTLY TO ACCOMPLISH PURPOSES DESCRIBED IN SECTION 170(C)(2)(B) OF THE CODE. SVCF SELECTS THE ELIGIBLE RECIPIENT ORGANIZATIONS BASED ON INDEPENDENT CONTRIBUTIONS MADE TO SUCH ORGANIZATIONS BY ABBVIE EMPLOYEES, PROVIDED SUCH CONTRIBUTIONS ARE ELIGIBLE TO BE MATCHED UNDER THE FOUNDATION'S MATCHING GRANT PROGRAMS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $201,937 | $24,451,205 |
| ABBVIE | $218,983 | $32,253,159 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt |
|---|---|
| Land | |
| Building | $0 |
| LeasholdImprovement | $0 |
| Equipment | $0 |
| Other | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt |
|---|---|
| Land | |
| Building | $0 |
| LeasholdImprovement | $0 |
| Equipment | $0 |
| Other | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,628 | LegalFeesAmt |
| Disbursements Charitable Prps | $14,288 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,000 | $2,000 | |
| OUTSIDE SERVICES | $433,248 | $105,000 | |
| SCIENCE EDUCATION EXPENSE | $99,499 | $99,499 | |
| Deferred Taxes | -$68,709 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $1,194,378 | BOYBookValueAmt |
| EOY Book Value | $1,125,669 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $27,000 | Amt |
Comments