THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2015-01-13
- IRS object ID
- 201530139349100018
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-13T14:07:48-08:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTTE & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 S CASS AVE STE 210 | AddressLine1 |
| City | DARIEN | City |
| State | IL | State |
| ZIP Code | 605615066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366071665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas W Dower Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8472560600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1 |
| City | Kenilworth | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K HARTIGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KNUTTE CPA | PreparerPersonNm |
| PTIN | P01317776 | PTIN |
| Phone | 6309603317 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,194,360 | 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 | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $120 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $233,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,344 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $233,344 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $403,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,568,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $403,932 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $80,207 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $637,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $637,396 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $313,671 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,563 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,187 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,043 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $293 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,373 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $706 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $244,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $544,115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $313,671 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,141,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $772,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $772,152 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,922,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,186,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,186,197 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $586,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $511,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $511,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $942,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $724,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $724,158 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,592,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,194,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,194,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,592,311 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,194,360 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,592,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,194,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,592,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,194,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,592,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $244,884 | ExcessRevenueOverExpensesAmt |
| Other Increases | $357,165 | OtherIncreasesAmt |
| Subtotal | $7,194,360 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,194,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400.00 LULULEMON | P | 2013-04-18 | 2013-05-09 | $31,190 | $27,529 | $3,661 | $3,661 |
| 500.00 JPMORGAN CHASE & CO | P | 2013-03-27 | 2013-05-14 | $24,869 | $23,928 | $941 | $941 |
| 500.00 AT&T INC | P | 2013-04-26 | 2013-05-15 | $18,671 | $18,509 | $162 | $162 |
| 600.00 NUTRI SYSTEM | P | 2013-02-04 | 2013-05-28 | $5,385 | $5,349 | $36 | $36 |
| 100.00 SINA CORP | P | 2011-08-05 | 2013-04-26 | $5,091 | $8,834 | -$3,743 | -$3,743 |
| 1820.00 PFIZER | P | 1998-03-05 | 2013-04-29 | $55,636 | $45,851 | $9,785 | $9,785 |
| 650.00 BEST BUY | P | 2010-05-24 | 2013-04-30 | $16,787 | $30,255 | -$13,468 | -$13,468 |
| 243.00 EXPRESS SCRIPS | P | 2010-05-24 | 2013-04-30 | $14,571 | $14,253 | $318 | $318 |
| 2000.00 JP MORGAN CHASE 6.20 | P | 2004-09-22 | 2013-05-08 | $50,000 | $50,000 | ||
| 2000.00 JP MORGAN CAP X 7.00 | P | 2002-06-20 | 2013-05-08 | $50,000 | $50,061 | -$61 | -$61 |
| 1000.00 JP MORGAN CHASE 6.35 | P | 2005-05-19 | 2013-05-08 | $25,000 | $25,000 | ||
| 400.00 JP MORGAN CHASE & CO | P | 2010-05-14 | 2013-05-14 | $19,896 | $16,209 | $3,687 | $3,687 |
| .3261 KON PHILIPS ADR | P | 2013-05-07 | 2013-06-08 | $9 | $9 | ||
| 200.00 LINKEDIN | P | 2013-05-28 | 2013-06-14 | $35,828 | $34,009 | $1,819 | $1,819 |
| 1000.00 US AIRWAYS GROUP INC | P | 2013-04-26 | 2013-06-14 | $16,933 | $16,309 | $624 | $624 |
| 400.00 JOHNSON & JOHNSON | P | 2013-06-20 | 2013-06-21 | $33,635 | $33,009 | $626 | $626 |
| 200.00 ULTA SALON COSM & FRAG | P | 2011-08-03 | 2013-06-12 | $19,532 | $11,909 | $7,623 | $7,623 |
| 500.00 CME GROUP INC CL A | P | 2008-06-27 | 2013-06-14 | $37,156 | $40,350 | -$3,194 | -$3,194 |
| 200.00 LOCKHEED MARTIN CORP | P | 2008-01-14 | 2013-06-17 | $21,807 | $21,756 | $51 | $51 |
| .3030 BANCO SANTANDER | P | 2013-08-09 | 2013-08-09 | $2 | $2 | ||
| 500.00 BRISTOL-MEYERS SQUIBB | P | 2013-08-16 | 2013-08-26 | $21,191 | $20,834 | $357 | $357 |
| 300.00 HARRIS CORP | P | 2008-02-25 | 2013-08-08 | $17,202 | $16,216 | $986 | $986 |
| 400.00 MONSTER BEVERAGE | P | 2012-05-03 | 2013-08-09 | $25,594 | $27,489 | -$1,895 | -$1,895 |
| 200.00 MONSTER BEVERAGE | P | 2012-07-20 | 2013-08-09 | $12,797 | $13,409 | -$612 | -$612 |
| 400.00 DOW CHEMICAL | P | 2006-08-25 | 2013-08-26 | $15,591 | $14,900 | $691 | $691 |
| 1000.00 TIVO INC | P | 2013-06-17 | 2013-08-28 | $11,441 | $11,269 | $172 | $172 |
| 100.00 EBAY | P | 2013-08-15 | 2013-09-11 | $5,398 | $5,184 | $214 | $214 |
| 300.00 QUINTILES TRANSNATIONAL | P | 2013-06-05 | 2013-09-11 | $13,371 | $12,834 | $537 | $537 |
| 300.00 DISNEY WALT CO | P | 2013-08-19 | 2013-09-18 | $20,076 | $18,609 | $1,467 | $1,467 |
| 500.00 ORACLE COPROATION | P | 2013-03-21 | 2013-09-18 | $16,941 | $16,236 | $705 | $705 |
| 300.00 EBAY | P | 2012-07-06 | 2013-09-11 | $16,193 | $12,011 | $4,182 | $4,182 |
| 1200.00 NEW ORIENTAL ED | P | 2010-09-24 | 2013-09-16 | $29,091 | $28,500 | $591 | $591 |
| 400.00 BP PLC ADR | P | 2011-06-15 | 2013-09-20 | $17,129 | $16,849 | $280 | $280 |
| 200.00 ONYX PHRMACEUTICALS | P | 2013-08-19 | 2013-10-01 | $25,000 | $22,949 | $2,051 | $2,051 |
| 400.00 RESTORATION HARDWARE | P | 2013-10-08 | 2013-10-09 | $24,247 | $24,009 | $238 | $238 |
| 200.00 TESLA MOTORS INC | P | 2013-10-03 | 2013-10-14 | $36,048 | $34,240 | $1,808 | $1,808 |
| 200.00 VENTAS INC | P | 2012-11-15 | 2013-10-17 | $12,991 | $12,599 | $392 | $392 |
| 450.00 TEVA PHARM INDS | P | 2000-12-01 | 2013-10-10 | $18,054 | $7,391 | $10,663 | $10,663 |
| 300.00 HEALTH CARE REIT INC | P | 2012-08-07 | 2013-10-14 | $18,848 | $17,766 | $1,082 | $1,082 |
| 300.00 WILLIAMS PARTNERS LP | P | 2012-08-03 | 2013-10-21 | $16,098 | $15,669 | $429 | $429 |
| 500.00 BERKSHIRE HATHAWAY | P | 2003-02-09 | 2013-10-22 | $58,607 | $23,817 | $34,790 | $34,790 |
| 2000.00 BERKSHIRE HATHAWAY | P | 2008-04-14 | 2013-10-22 | $234,429 | $172,469 | $61,960 | $61,960 |
| 500.00 TELLABS INC | P | 2007-07-25 | 2013-10-23 | $1,211 | $6,171 | -$4,960 | -$4,960 |
| 200.00 OUTERWALL INC | P | 2012-07-16 | 2013-10-25 | $13,243 | $12,569 | $674 | $674 |
| 500.00 FIRST SOLAR INC | P | 2013-08-08 | 2013-10-31 | $24,746 | $20,464 | $4,282 | $4,282 |
| .1219 BANCO SANTA | P | 2013-11-13 | 2013-11-13 | $1 | $1 | ||
| 400.00 SANOFI ADR | P | 2013-09-03 | 2013-11-15 | $21,591 | $19,009 | $2,582 | $2,582 |
| 75000.00 HOUSEHOLD FIN COR VAR 13 | P | 2003-11-03 | 2013-11-10 | $75,000 | $75,000 | ||
| .12 INTERCONTINENTAL EXCNGE | P | 2007-08-28 | 2013-11-14 | $24 | $61 | -$37 | -$37 |
| 100.00 NYSE ERUONEXT NV | P | 2007-08-28 | 2013-11-14 | $1,115 | $1,115 | $1,115 | |
| 500.00 FACEBOOK | P | 2013-10-08 | 2013-12-13 | $26,367 | $24,009 | $2,358 | $2,358 |
| 1000.00 HALCON RESOURCES | P | 2013-04-17 | 2013-12-16 | $3,841 | $6,709 | -$2,868 | -$2,868 |
| 300.00 WEB MD HEALTH CORP | P | 2013-10-09 | 2013-12-16 | $11,100 | $8,574 | $2,526 | $2,526 |
| 300.00 TERADATA | P | 2013-02-04 | 2013-12-17 | $12,591 | $19,803 | -$7,212 | -$7,212 |
| 100.00 APPLE INC | P | 2012-10-09 | 2013-12-03 | $56,490 | $62,595 | -$6,105 | -$6,105 |
| 100.00 FACEBOOK | P | 2012-05-17 | 2013-12-13 | $5,273 | $3,800 | $1,473 | $1,473 |
| .8416 GENERAL MOTORS | P | 2012-09-04 | 2013-12-23 | ||||
| 300.00 L OREAL ADR | P | 2013-05-17 | 2013-12-31 | $10,524 | $10,311 | $213 | $213 |
| 400.00 MOLINA HEALTHCARE IN | P | 2013-10-31 | 2013-12-31 | $13,824 | $12,929 | $895 | $895 |
| 300.00 WEYERHAEUSER CO | P | 2013-05-29 | 2014-01-06 | $9,414 | $9,159 | $255 | $255 |
| 800.00 EMC CORP MASS | P | 2013-03-18 | 2014-01-07 | $20,391 | $20,017 | $374 | $374 |
| 1000.00 SPRINT CORP | P | 2013-05-10 | 2014-01-07 | $9,991 | $7,347 | $2,644 | $2,644 |
| 200.00 PANERA BREAD | P | 2013-10-24 | 2014-01-08 | $36,090 | $30,389 | $5,701 | $5,701 |
| 100.00 SEADRILL LTD | P | 2013-06-20 | 2014-01-08 | $3,978 | $3,978 | ||
| 100.00 SOFUN HOLDGS | P | 2013-10-03 | 2014-01-08 | $9,036 | $4,903 | $4,133 | $4,133 |
| 200.00 TESLA MOTORS INC | P | 2013-11-06 | 2014-01-15 | $33,990 | $31,414 | $2,576 | $2,576 |
| 400.00 MAIDEN HLDS | P | 2011-06-17 | 2013-12-31 | $9,411 | $10,000 | -$589 | -$589 |
| 110.00 CHEROKEE NEW | P | 2007-02-13 | 2014-01-06 | $1,513 | $4,959 | -$3,446 | -$3,446 |
| 90.00 CHEROKEE NEW | P | 2010-05-06 | 2014-01-06 | $1,238 | $1,700 | -$462 | -$462 |
| 200.00 HERBALIFE LTD | P | 2011-08-08 | 2014-01-06 | $15,411 | $10,549 | $4,862 | $4,862 |
| 400.00 MEDTRONIC INC | P | 2006-12-11 | 2014-01-06 | $23,596 | $21,833 | $1,763 | $1,763 |
| 300.00 MEDTRONIC INC | P | 2008-06-27 | 2014-01-06 | $17,697 | $15,493 | $2,204 | $2,204 |
| 200.00 MEDTRONIC INC | P | 2010-05-24 | 2014-01-06 | $11,798 | $10,940 | $858 | $858 |
| 300.00 SEADRILL LTD | P | 2011-01-12 | 2014-01-08 | $11,934 | $10,194 | $1,740 | $1,740 |
| 500.00 EXPEDITORS INTL WASH | P | 2010-05-24 | 2014-01-13 | $22,241 | $21,937 | $304 | $304 |
| 2000.00 CHINA UNICOM | P | 2010-01-25 | 2014-01-22 | $26,947 | $23,736 | $3,211 | $3,211 |
| 500.00 PENN REAL EST INV TR | P | 2009-10-28 | 2014-01-22 | $9,431 | $3,757 | $5,674 | $5,674 |
| 200.00 ALLERGAN INC | P | 2013-11-04 | 2014-02-10 | $24,591 | $18,009 | $6,582 | $6,582 |
| .5348 BANCO SANTANDER SA ADR | P | 2014-01-10 | 2014-02-12 | $5 | $5 | ||
| .5005 VERIZON | P | 2013-03-20 | 2014-02-24 | $23 | $23 | $23 | |
| 400.00 TELETECH HOLDINGS | P | 2013-06-20 | 2014-02-25 | $9,571 | $9,409 | $162 | $162 |
| .7272 VODAFONE GROUP | P | 2013-03-20 | 2014-02-25 | $30 | $37 | -$7 | -$7 |
| 200.00 CATERPILLAR | P | 2011-08-03 | 2014-01-31 | $18,891 | $18,757 | $134 | $134 |
| 500.00 LILLY ELI & COMPANY | P | 1997-12-05 | 2014-02-19 | $28,988 | $33,139 | -$4,151 | -$4,151 |
| 100.00 INTUITIVE SURGICAL NEW | P | 2013-07-29 | 2014-02-28 | $44,990 | $39,509 | $5,481 | $5,481 |
| 200.00 SPDR S&P BIOTECH ETF | P | 2013-04-17 | 2014-03-13 | $32,328 | $20,049 | $12,279 | $12,279 |
| 400.00 FIRST SOLAR INC | P | 2013-12-06 | 2014-03-19 | $23,391 | $23,203 | $188 | $188 |
| 100.00 BAIDU INC ADR | P | 2011-08-08 | 2014-03-06 | $18,297 | $12,959 | $5,338 | $5,338 |
| 100.00 BAIDU INC ADR | P | 2011-08-15 | 2014-03-06 | $18,297 | $14,509 | $3,788 | $3,788 |
| 200.00 BAIDU ADR INC | P | 2012-06-25 | 2014-03-06 | $36,595 | $22,587 | $14,008 | $14,008 |
| 400.00 VANGUARD INTL EQTY INDEX | P | 2010-05-24 | 2014-03-06 | $20,311 | $20,280 | $31 | $31 |
| 400.00 PVR PARTNERS LP | P | 2008-06-23 | 2014-03-24 | $105 | $105 | $105 | |
| 300.00 GOOFLE INC CL C NON VTG | P | 2014-04-11 | 2014-04-14 | $161,987 | $158,819 | $3,168 | $3,168 |
| 400.00 NIKE INC CLASS B | P | 2014-04-04 | 2014-04-17 | $29,670 | $29,589 | $81 | $81 |
| 400.00 ALLERGAN | P | 2014-03-24 | 2014-04-25 | $67,190 | $49,209 | $17,981 | $17,981 |
| 100.00 KOHLS | P | 2005-08-08 | 2014-04-20 | $5,731 | $5,555 | $176 | $176 |
| 600.00 PEPSICO | P | 2002-08-05 | 2014-04-04 | $49,826 | $24,959 | $24,867 | $24,867 |
| 500.00 CAPITAL SOURCE INC | P | 2008-02-25 | 2014-04-08 | $1,235 | $1,235 | $1,235 | |
| .850 PACWEST BANCORP | P | 2008-02-25 | 2014-04-09 | $37 | $47 | -$10 | -$10 |
| 1 STAR H20 PARTNERSHIPS | P | 2004-07-15 | 2014-04-09 | $277,274 | $121,494 | $155,780 | $155,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,932 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $80,207 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,306 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,129,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04720 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,021,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01772 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,980,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $338,502 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,674,999 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05965 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $242,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,542,823 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04383 | DistributionYr5Rt |
| Total Distribution | 0.19666 | TotalDistributionRt |
| Average Distribution | 0.03933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,706,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $263,764 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $299,229 | 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 | $5,441 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,441 | SubtotalAmt |
| Tax Based On Investment Income | $5,441 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $5,488 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary K Hartigan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472560600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1 |
| City | Kenilworth | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | $85,250 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 20.00 | $12,500 |
| EILEEN MADIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 5.00 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,670,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,137,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,808,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,808,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,706,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,441 | TotalTaxAmt |
| Distributable Before Adj | $329,872 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $329,872 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,229 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $299,229 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,441 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,533 | UndistributedIncomePYAmt |
| Qualifying Distributions | $299,229 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,533 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,696 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $299,176 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTENTION MARY K HARTIGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472560600 | RecipientPhoneNum |
| Recipient Email Address | mkh@hartiganlaw.biz | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST MAILED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| ANDERSON RANCH ART CENTER | |||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | To provide for personal charitable activities as determined by the receipient organization | $4,500 | ||
| AUGUSTINIAN MISSION | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | To provide for personal charitable activities as determined by the receipient organization | $8,000 | NONE | |
| BLAKE SCHOOL | |||||||
| 511 Kenwood Pkwy | Minneapolis | MN | 55403 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| Brain Research Foundation | |||||||
| 111 West Washington st | Chicago | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $6,000 | none | N/A |
| Career Transition Center | |||||||
| 703 W Monroe St | chicago | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | N/A | |
| CHARIS MINISTRIES | |||||||
| 1333 W DEVON AVE BOX 415 | CHICAGO | IL | 60660 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N Dearborn Suite 825 | chicago | IL | 60654 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | NONE | N/A |
| Chicago Symphony Orchestra | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $11,500 | none | n/a |
| Christian Brothers | |||||||
| 7650 South County Line Rd | Burr Ridge | IL | 60527 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | N/A | |
| College of the Holy Cross | |||||||
| 1 College st | Worcester | MA | 01610 | To provide for personal charitable activities as determined by the receipient organization | $500 | none | N/A |
| creighton university | |||||||
| 2500 california plaza | Omaha | NE | 68102 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | none | N/A |
| DE LASALLE INSTITUTE | |||||||
| 3434 South Micigan Ave | Chicago | IL | 60616 | To provide for personal charitable activities as determined by the receipient organization | $7,000 | none | N/A |
| DEPAUL UNIVERSITY | |||||||
| 2400 N SHEFFIELD AVE | CHICAGO | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $500 | NONE | N/A |
| Erika's Lighthouse | |||||||
| PO Box 616 | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | n/a | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | N/A | |
| GLENWOOD ACADEMY | |||||||
| 500 WEST 187 ST | GLENWOOD | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | NONE | N/A |
| House of the Good Shepard | |||||||
| PO Box 13453 | Chicago | IL | 60613 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | NONE | N/A |
| IL Eye Bank | |||||||
| 547 West Jackson Blvd | Chicago | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | N/A | |
| Illinois Club for Catholic Women | |||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | NONE | N/A |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB609 | OCEANSIDE | CA | 92057 | To provide for personal charitable activities as determined by the receipient organization | $6,000 | N/A | |
| INVEST FOR KIDS | |||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | NONE | 501(C)3 |
| IRISH GEORGIAN SOCIETY | |||||||
| 115 EAST 89TH APT 3B | NEW YORK | NY | 10128 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | N/A |
| JOHN PAUL II NEUMAN CENTER | |||||||
| 700 S MORGAN ST | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | N/A | |
| JOSEPH SEARS PARENT VOLUNTEER ASSN | |||||||
| 542 ABBOTSFORD RD | KENILWORHT | IL | 60043 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| Kenilworth Beautification | |||||||
| 419 Richmond Road | Kenilworth | IL | 60043 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | N/A | |
| Landmark Preservation Council | |||||||
| 53 W Jackson blvd | chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $500 | none | N/A |
| Little Sisters of the Poor | |||||||
| 80 w Northwest Highway | Palatine | IL | 60067 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | none | N/A |
| LOYOLA UNIVERSITY LAW SCHOOL | |||||||
| 25 E PEARSON ST | CHICAGO | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| LUMA | |||||||
| 820 N MICIGAN AVE | CHICAGO | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| LYRIC OPERA | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | ||
| MINNEAPOLIS INSTITUTE OF ART | |||||||
| 2400 THIRD AVE S | MINNEAPOLIS | MN | 55404 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| NOTRE DAME COLLEGE PREP-BURKE SCHOL | |||||||
| 7655 WEST DEMPSTER ST | NILES | IL | 60714 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| NORTH SHROE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORHTFIELD | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| OLD ST PAT'S CHURCH | |||||||
| 711 W MONROE | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| OPERATION HELMET | |||||||
| C/O BOB MEADERS 74 GREENVIEW ST | MONTGOMERY | TX | 77356 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| OX BOW SCHOOL OF ART INSTITUTE | |||||||
| 36 S WABASH AVE | CHICAGO | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| PALOS COMMUNITY HOSPITAL | |||||||
| 12251 90TH AVE | PALOS HEIGHTS | IL | 60463 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| THE PEACE CORNER YOUTH CENTER | |||||||
| 5022 W MADISON ST | CHICAGO | IL | 60644 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| QUEEN OF PEACE HIGH SCHOOL | |||||||
| 7659 S LINDER AVE | BURBANK | IL | 60459 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | ||
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDIAN RD | HIGHLAND PARK | IL | 60035 | To provide for personal charitable activities as determined by the receipient organization | $3,500 | ||
| RETIREMENT BOARD FOR REGLIOUS | |||||||
| PO BOX 1979 | CHICAGO | IL | 60690 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1653 W CONGRESS PARKWAY | CHICAGO | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| SAFER FOUNDATION | |||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| SISTERS OF CHARITY | |||||||
| 1100 CARMEL DRIVE | DUBUQUE | IA | 52005 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| SISTERS OF ST CASIMIR MARIA HS | |||||||
| 2601 W MARQUETTE RD | CHICAGO | IL | 60629 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST COLETTA OF WISCONSIN | |||||||
| N4637 COUNTY RD Y | JEFFERSON | WI | 53549 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST COLUMBANAUS CHURCH | |||||||
| 331 E 71ST | CHICAGO | IL | 60619 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| ST JOSEPH SEMINARY | |||||||
| 1120 W LOYOLA AVE | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $7,500 | ||
| ST MALACHY'S SCHOOL | |||||||
| 2252 W WASHINTON BLVD | CHICAGO | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $4,000 | ||
| ST MARTIN DE PORRES HOUSE OF HOPE | |||||||
| 6423 S WOODLAWN AVE | CHICAGO | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| ST MARY PARRISH | |||||||
| 126 HERRICK ROAD | RIVERSIDE | IL | 60546 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| ST MARY'S COLLEGE | |||||||
| 5445 ST RD 993 N | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| ST PATRICK'S RESIDENCE | |||||||
| 1400 BROOKDALE RD | NAPERVILLE | IL | 60563 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | ||
| ST PETER'S CHURCH | |||||||
| 110 W MADISON ST | CHICAGO | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $4,500 | ||
| ST RITA HIGH SCHOOL | |||||||
| 7740 S WESTERN | CHICAGO | IL | 60620 | To provide for personal charitable activities as determined by the receipient organization | $8,000 | ||
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| BRIGHT STAR COMMUNITY | |||||||
| 4518 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| STEPPENWOLF THEATRE | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $20,000 | ||
| STS FAITH HOPE CHARITY | |||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| TRILOGY INC | |||||||
| 1400 W GREENLEAF | CHICAGO | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| UNI OF ST MARY OF THE LAKE SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||
| 2100 ECK HALL OF LAW | NOTRE DAME | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | ||
| PASTORAL SUPPORT SERVICES | |||||||
| 951 PEACHTREE PKWY | CUMMING | GA | 30041 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,661 | ExclusionAmt |
| Related Or Exempt Function Incm | $400,271 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $237,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $400,271 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $637,396 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $5,215 | Amt |
| Net Investment Income | $4,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,043 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $511,853 | EOYBookValueAmt |
| EOYFMV | $511,853 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,186,197 | EOYBookValueAmt |
| EOYFMV | $5,186,197 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $724,158 | BookValueAmt |
| EOYFMV | $724,158 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,248 | $1,248 | |
| MISC | $285 | $214 | $71 |
| OFFICE EXPENSES | $2,548 | $1,911 | $635 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $1,466 | Amt |
| Net Investment Income | $1,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $293 | DisbursementsCharitablePrpsAmt |
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