DAVID AND CAROL O DELL FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DAVID AND CAROL O DELL FAMILY FOUNDATION (EIN 26-6606804)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-05-19
IRS object ID
201511399349100626
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-19T19:22:32-07:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELCO TAX ADVISORY GROUP INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1621 Rollingwood DrAddressLine1
CityShorewoodCity
StateILState
ZIP Code60404ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266606804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David and Carol O'Dell Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone7034031360PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124610 W Manor DriveAddressLine1
CityShorewoodCity
StateILState
ZIP Code60404ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ODELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7034031360PhoneNum
Signature2015-05-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD WACEKPreparerPersonNm
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$353,305FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$67,951ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,885DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,885DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$48OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$77,910TotalRevAndExpnssAmt
Total Net Invst Incm$9,911TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,150CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$575CompOfcrDirTrstNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$5,000OthEmplSlrsWgsRevAndExpnssAmt
Legal Fees Rev And Expnss$15LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,881AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$96TaxesRevAndExpnssAmt
Taxes Net Invst Incm$96TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$2,820OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,410OccupancyNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$275TravConfMeetingRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,096TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,096TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,373ExcessRevenueOverExpensesAmt
Net Investment Income$6,815NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,872CashBOYAmt
Cash EOY$14,457CashEOYAmt
Cash EOYFMV$14,457CashEOYFMVAmt
Sav And Temp Cash Invst EOY$40,174SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,174SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$135,340CorporateStockBOYAmt
Corporate Stock EOY$183,293CorporateStockEOYAmt
Corporate Stock EOYFMV$274,555CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,000CorporateBondsBOYAmt
Corporate Bonds EOY$21,661CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,119CorporateBondsEOYFMVAmt
Total Assets BOY$209,212TotalAssetsBOYAmt
Total Assets EOY$259,585TotalAssetsEOYAmt
Total Assets EOYFMV$353,305TotalAssetsEOYFMVAmt
Other Liabilities BOY$15,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$20,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$15,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$194,212UnrestrictedBOYAmt
Unrestricted EOY$239,585UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$194,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$239,585TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$209,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$259,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$194,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,373ExcessRevenueOverExpensesAmt
Subtotal$239,585SubtotalAmt
Tot Net Ast Or Fund Balances EOY$239,585TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$19,941AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$245,563NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.081205DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$247,099NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.141542DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$198,978NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.289982DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,063AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$186,013NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.102482DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$91,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054645DistributionYr5Rt
Total Distribution0.669856TotalDistributionRt
Average Distribution0.133971AverageDistributionRt
Net Vl Noncharitable Assets$296,953NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,783AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$68NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,851AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$136InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$136SubtotalAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Original Return Tax Paid$100OriginalReturnTaxPaidAmt
Tax Due$36TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD WACEKIndividualWithBooksNm
Phone7034031360PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13601 Pickett Road Unit 2528AddressLine1
CityFairfaxCity
StateVAState
ZIP Code22031ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID O'DELL
24610 Manor DriveShorewoodIL60404Trustee5.00$575$2,500$0
CAROL O'DELL
24610 Manor DriveShorewoodIL60404Trustee5.00$575$2,500$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$250,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$301,475TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$301,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$296,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Total Tax$136TotalTaxAmt
Distributable Before Adj$14,712DistributableBeforeAdjAmt
Distributable Before Ded$14,712DistributableBeforeDedAmt
Distributable As Adjusted$14,712DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,300ExpensesAndContributionsAmt
Qualifying Distributions$21,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$21,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,712DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,885ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,867ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,996ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,759ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$87,507TotalExcessDistributionCyovAmt
Qualifying Distributions$21,300QualifyingDistributionsAmt
Remaining Distri From Corpus$21,300RemainingDistriFromCorpusAmt
Total Corpus$108,807TotalCorpusAmt
Undistributed Income CY$14,712UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$108,807ExcessDistriCyovToNextYrAmt
Excess From Year4$9,885ExcessFromYear4Amt
Excess From Year3$47,867ExcessFromYear3Amt
Excess From Year2$21,996ExcessFromYear2Amt
Excess From Year1$7,759ExcessFromYear1Amt
Excess From Current Year$21,300ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Cedar Lake Ministries
13701 LauermanCedar LakeIN46303501(c)General Purpose$15,000
Million Mighty Man
19740 Wildwood DriveWest LinnOR97068501(c)General Purpose$1,220
Chiera Family Foundation
4171 W Hillsboro Blvd Suite 11Coconut CreekFL33073501(c)General Purpose$500
Family Legacy
5005 West Royal Lane Suite 252IrvingTX75063501(c)General Purpose$1,000
Trinity Christian School
11204 Braddock RoadFairfaxVA22030501(c)General Purpose$500
Lifesong for Orphans
PO BOX 40GridleyIL61744501(c)General Purpose$1,000
MorningStar Mission
350 E Washington StreetJolietIL60433501(c)General Purpose$500
God Water
10124 Northcate CtSt JohnIN46373501(c)General Purpose$1,125
CBMC
PO Box 8009ChattanoogaTN37414501(c)General Purpose$455
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,885RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,885RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,885TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementInvestment income used for supporting various 501c(3) organizationsRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID AND CAROL O'DELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124610 Manor DriveAddressLine1
CityShorewoodCity
StateILState
ZIP Code60404ZIPCode
FieldValueIRS element (for citing)
Total Contributions$67,951TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$48RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$96Amt
Net Investment Income$96NetInvestmentIncomeAmt

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