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THE TIMOTHY AND SUSANNE SULLIVAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE TIMOTHY AND SUSANNE SULLIVAN FAMILY FOUNDATION (EIN 20-3367664)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-11
IRS object ID
201522239349100122
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-11T13:45:12-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203367664EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Timothy and Susanne Sullivan FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTIMOBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Persontimothy sullivanPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-07-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,778,309FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,081,351ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$256InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,309DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,309DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$251,185NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,329,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$700,205CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,344,101TotalRevAndExpnssAmt
Total Net Invst Incm$711,770TotalNetInvstIncmAmt
Taxes Rev And Expnss$5,300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,813OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,813OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,813TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$725,714ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$725,714ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$741,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$736,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$602,274ExcessRevenueOverExpensesAmt
Net Investment Income$711,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$122,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$684,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$684,547SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$933,905CorporateStockBOYAmt
Corporate Stock EOY$974,127CorporateStockEOYAmt
Corporate Stock EOYFMV$1,093,762CorporateStockEOYFMVAmt
Total Assets BOY$1,056,400TotalAssetsBOYAmt
Total Assets EOY$1,658,674TotalAssetsEOYAmt
Total Assets EOYFMV$1,778,309TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,056,400RetainedEarningBOYAmt
Retained Earning EOY$1,658,674RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,056,400TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,658,674TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,056,400TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,658,674TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,056,400TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$602,274ExcessRevenueOverExpensesAmt
Subtotal$1,658,674SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,658,674TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,329,685GrossSalesPriceAmt
Cost Or Other Basis$629,480CostOrOtherBasisAmt
Gain Or Loss$700,205GainOrLossAmt
Gains Minus Excess Or Losses$700,205GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$700,205CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,727,231AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,259,676NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.958881DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,020AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$800,036NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.008775DistributionYr2Rt
Adjusted Qlfy Distri Yr3$230,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$490,293NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.471141DistributionYr3Rt
Adjusted Qlfy Distri Yr4$335,634AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$776,492NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.432244DistributionYr4Rt
Adjusted Qlfy Distri Yr5$144,569AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$845,875NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.170911DistributionYr5Rt
Total Distribution4.041952TotalDistributionRt
Average Distribution0.80839AverageDistributionRt
Net Vl Noncharitable Assets$1,729,613NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,398,202AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,118NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,405,320AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$736,527QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,235InvestmentIncomeExciseTaxAmt
Subtotal$14,235SubtotalAmt
Tax Based On Investment Income$14,235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,577EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$8,658AppliedToEsTaxAmt
Total Payments And Credits$14,235TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Susanne Sullivan
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0
Timothy P Sullivan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,034,353AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$721,599AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,755,952TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,755,952AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,339CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,729,613NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,481MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,481MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,235TaxBasedOnInvestmentIncomeAmt
Total Tax$14,235TotalTaxAmt
Distributable Before Adj$72,246DistributableBeforeAdjAmt
Distributable Before Ded$72,246DistributableBeforeDedAmt
Distributable As Adjusted$72,246DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$736,527ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$736,527QualifyingDistributionsAmt
Adjusted Qualifying Distri$736,527AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,246DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$69,826ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$297,071ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$208,776ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,664,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,240,642TotalExcessDistributionCyovAmt
Qualifying Distributions$736,527QualifyingDistributionsAmt
Applied To Current Year$72,246AppliedToCurrentYearAmt
Remaining Distri From Corpus$664,281RemainingDistriFromCorpusAmt
Total Corpus$4,904,923TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$69,826ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,835,097ExcessDistriCyovToNextYrAmt
Excess From Year4$297,071ExcessFromYear4Amt
Excess From Year3$208,776ExcessFromYear3Amt
Excess From Year1$3,664,969ExcessFromYear1Amt
Excess From Current Year$664,281ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSANNE SULLIVANContributingManagerNm
Contributing ManagerTIMOTHY P SULLIVANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY FOR URBAN SCHOOL LEADERSHIP
3400 N AUSTIN AVECHICAGOIL60634N/APCGeneral & Unrestricted$5,000
AMERICAN CANCER SOCIETY INC - CHICAGO
225 N MICHIGAN AVECHICAGOIL60601N/APCGeneral & Unrestricted$25,000
CHRIST THE KING FUND
5088 W JACKSON BLVDCHICAGOIL60644N/APCCampaign for Christ the King$10,000
CRISTO REY JESUIT HIGH SCHOOL
1852 W 22ND PLCHICAGOIL60608N/APCLas Mujeres Division$5,000
CRISTO REY JESUIT HIGH SCHOOL
1852 W 22ND PLCHICAGOIL60608N/APCCRJHS/ College Retention Fund$5,000
LOYOLA ACADEMY
1100 LARAMIE AVEWILMETTEIL60091N/APCGeneral & Unrestricted$10,000
MARILLAC SOCIAL CENTER
PO BOX 14699CHICAGOIL60614N/APCGeneral & Unrestricted$20,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FLEVANSTONIL60208N/APCthe NU Basketball Coach Endowment Fund$285,714
NURU INTERNATIONAL
71 MANZANITA RDATHERTONCA94027N/APCGeneral & Unrestricted$25,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
518 MEMORIAL WAY RM S239STANFORDCA94305N/APCthe Patterson Building Fund$150,000
UNITED STATES NAVAL ACADEMY FOUNDATION INC
USNAF GIFT PROCESSING 291 WOOD RDANNAPOLISMD21402N/APCGeneral & Unrestricted$185,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$725,714TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$256ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,309ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$251,185ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$262,750ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$262,750TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Sullivan Timothy P
11049 Locust RoadWilmetteIL60091$565,300Yes (X)
Timothy P Sullivan Rev Trust UAD 3
21049 Locust RoadWilmetteIL60091$516,051Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1BOISE CASCADE COMPANY BCC, 20000 sh.$565,3002014-03-28
2BOISE CASCADE COMPANY BCC, 14150 sh.$516,0512014-12-24

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOISE CASCADE COMPANY$516,050$525,672
COLUMBIA ACORN FUND CLASS Z$232,620$246,119
ISHARES S&P MIDCAP 400 BARRA V$45,252$76,187
ISHARES S&P MIDCAP 400 GROWTH$47,059$97,399
ISHARES TRUST MSCI EAFE INDEX$85,180$75,624
SPDR S&P 500 ETF TRUST$47,966$72,761

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$10,788$10,788
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$5,300Amt

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