THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349102440
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T15:14:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363184453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIFF HARDIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DR SUITE 6600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367156974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALLAGHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O D STETTER-SCHIFF HARDIN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 8472718803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE SUITE 6600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C JOHNSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6302853601 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA L STETTER | PreparerPersonNm |
| PTIN | P00986927 | PTIN |
| Phone | 3122585500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,748,333 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $875,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,253,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,235,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,135,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $527,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,704 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,374 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,374 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $303,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,590,456 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $931,927 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $515,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $508,615 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,777,458 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,314,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,369,184 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,540,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,413,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,748,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $666,905 | CapitalStockBOYAmt |
| Capital Stock EOY | $666,905 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,873,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,747,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,540,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,413,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,540,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,413,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,540,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,135,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,019 | OtherIncreasesAmt |
| Subtotal | $2,413,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,413,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BOND BNY | 2012-12-03 | 2014-10-28 | $49,776 | $49,876 | -$100 | -$100 | |
| BOND CISCO SYSTEMS | 2012-12-03 | 2014-10-28 | $111,282 | $111,394 | -$112 | -$112 | P |
| BOND CONSOLIDATED EDISON | 2012-12-03 | 2014-02-03 | $60,000 | $60,000 | $0 | $0 | P |
| BOND DELL | 2012-12-03 | 2014-10-28 | $47,399 | $49,749 | -$2,350 | -$2,350 | P |
| BOND IBM | 2012-12-03 | 2014-10-28 | $101,300 | $101,409 | -$109 | -$109 | P |
| BOND LOWES | 2012-12-03 | 2014-12-03 | $108,150 | $108,452 | -$302 | -$302 | P |
| BOND PEPSICO | 2012-12-03 | 2014-10-28 | $110,750 | $112,138 | -$1,388 | -$1,388 | P |
| BOND PROCTOR & GAMBLE | 2012-12-03 | 2014-10-28 | $67,730 | $68,025 | -$295 | -$295 | P |
| BOND UNITED PARCEL | 2012-12-03 | 2014-04-01 | $90,000 | $90,000 | $0 | $0 | P |
| BOND WAL-MART | 2012-12-03 | 2014-10-28 | $91,948 | $92,282 | -$334 | -$334 | P |
| BOND YALE UNIVERSITY | 2012-12-03 | 2014-04-15 | $36,482 | $36,000 | $482 | $482 | P |
| CAPITAL GAINS DIVIDENDS | $233 | $233 | $233 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,275 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $547,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,839,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,762,152 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,448,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,430,519 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,196 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,304,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054565 | DistributionYr5Rt |
| Total Distribution | 0.553527 | TotalDistributionRt |
| Average Distribution | 0.110705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,963,182 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $660,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $661,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,235,000 | 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 | $1,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,374 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,374 | TotalPaymentsAndCreditsAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CECILE WOOSTER | IndividualWithBooksNm |
| Phone | 8472718803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARY G JOHNSON | ||||||||
| 1030 GREENWOOD | WILMETTE | IL | 60091 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER A GALLAGHER | ||||||||
| 600 WINDSOR DRIVE | GLENVIEW | IL | 60025 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,655,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $398,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,053,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,053,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,963,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,218 | TotalTaxAmt |
| Distributable Before Adj | $296,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $296,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $296,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,235,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,235,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,233,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $396,566 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $88,658 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $396,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,235,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $396,566 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $541,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $938,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| 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 | $938,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $88,658 | ExcessFromYear2Amt |
| Excess From Year1 | $307,908 | ExcessFromYear1Amt |
| Excess From Current Year | $541,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CECILE WOOSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600930339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472718803 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS ONLY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID FOR WOMEN | |||||||
| 8 S MICHIGAN AVE 812 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $25,000 |
| AMERICAN RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $10,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 827 GAFFIELD PL | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $110,000 |
| BIG SHOULDERS | |||||||
| 212 W VAN BUREN STREET STE 900 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $40,000 |
| CADENCE HEALTH FOUNDATION | |||||||
| 05050 WINFIELD ROAD STE 200 | WINFIELD | IL | 60190 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 |
| CARMELITITE NUNS OF ERIE | |||||||
| 51 EAST GOE ROAD | ERIE | PA | 16509 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LA SALLE STREET | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $100,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $100,000 |
| CENTER FOR FOR EXCEPTIONAL CARE - LITTLE ANGELS | |||||||
| 1435 SUMMITT STREET | ELGIN | IL | 60120 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $25,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $25,000 |
| CYSTIC FIBOSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 |
| DIVINE WORLD | |||||||
| 1985 WAUKEGAN ROAD | TECHNY | IL | 60082 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| ERIKA'S LIGHTHOUSE | |||||||
| 897 1/2A GREEN BAY RD | MARYKNOLL | NY | 10545 | NONE | PUBLIC CHARITY | COMUNITY AND FAMILY SERVICES | $10,000 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 |
| HOSPICE AND PALLIATIVE CARECENTER | |||||||
| 101 HOSPICE LANE | WINSTON SALEM | NC | 27103 | NONE | PUBLIC CHARITY | HEALTH CARE SERVICES AND RESEARCH | $15,000 |
| JOHN PAUL II ORPHANS | |||||||
| 491 WESTWOOD DRIVE | STRUBENVILLE | OH | 43952 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $10,000 |
| JOSEPHINUM HIGH SCHOOL | |||||||
| 1501 N OAKLY BLVD | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||
| 355 N ASHLAND | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $20,000 |
| MARYKNOLL FATHERS MISSION SOCIETY | |||||||
| PO BOX 302 | MARYKNOLL | NY | 10545 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $20,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $30,000 |
| NORTHSHORE COUNTRY DAY SCHOOL | |||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| NORTHWESTERN UNIVERSITY ALZHEIMERS | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $65,000 |
| NORTHWESTERN UNIVERSITY RHEUMATOLOGY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 |
| ONE HOPE UNITED | |||||||
| 111 E WACKER DRIVE 325 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $50,000 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 1775 GROVE STREET | GLENVIEW | IL | 60025 | NONE | PUBLIC CHARITY | RELIGIOUS | $100,000 |
| OPERATION WARM | |||||||
| 6 DICKENSON DRIVE | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $25,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $10,000 |
| SHEDD AQUARIUM | |||||||
| 1200 LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE STREET | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | EDUCATION | $35,000 |
| YOUTH CHORAL THEATRE | |||||||
| 708 CHURCH STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | CUULTURAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,139 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$4,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,553 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $515,696 | EOYBookValueAmt |
| EOYFMV | $508,615 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 33,782 SHARES ARTHUR GALLAGHER & CO | StockNm |
| EOY Book Value | $303,345 | EOYBookValueAmt |
| EOYFMV | $1,590,456 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STOCK FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,314,817 | BookValueAmt |
| EOYFMV | $1,369,184 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHIFF HARDIN LLP | CategoryTxt |
| Legal Fees | $7,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 |
| WIRE TRANSFER FEES | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT ON BOND SALES | Desc |
| Amt | $9,019 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWNSON REHMUS FOXWORTH | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 EXCISE TAX BALANCE DUE | CategoryTxt |
| Amt | $613 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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