RONALD L MCDANIEL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RONALD L MCDANIEL FOUNDATION (EIN 36-4012153)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349102053
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T15:09:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Ave 28th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | 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 | 364012153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald L McDaniel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD L MCDANIEL | InCareOfNm |
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 6307892765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 Woodside Lane | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Burr Ridge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald L McDaniel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6307892765 | PhoneNum |
| Signature | 2015-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles Barnato CPA | PreparerPersonNm |
| PTIN | P00959795 | PTIN |
| Phone | 6307892765 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $14,121,746 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $850,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $301,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $689,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,663,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $689,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,854,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,004,456 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,881 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $78,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,013 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $930,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $930,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,036,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $930,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $818,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $900,562 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,525,200 | CashBOYAmt |
| Cash EOY | $20,466 | CashEOYAmt |
| Cash EOYFMV | $20,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $929,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $929,932 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,728,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,148,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,148,848 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $22,500 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $22,500 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $22,500 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $13,303,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,121,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,121,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,303,384 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,121,746 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,303,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,121,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,303,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,121,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,303,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $818,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,121,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,121,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES: ST | $2,757,098 | $2,759,554 | -$2,456 | -$2,456 | |
| PUBLICALLY TRADED SECURITIES: LT | $2,780,313 | $2,214,981 | $565,768 | $565,332 | |
| CAPITAL GAIN DIVIDENDS | $126,400 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $689,712 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $662,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,405,695 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $657,467 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,952,998 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,475 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,685,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,677,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047201 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $473,544 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,236,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057491 | DistributionYr5Rt |
| Total Distribution | 0.253206 | TotalDistributionRt |
| Average Distribution | 0.050641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,453,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $833,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,006 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $842,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $930,625 | 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 | $9,006 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,006 | SubtotalAmt |
| Tax Based On Investment Income | $9,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,514 | OverpaymentAmt |
| Applied To ES Tax | $5,514 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD L MCDANIEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6307892765 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 WOODSIDE LANE | AddressLine1Txt |
| City | Burr Ridge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ronald McDaniel | ||||||
| 8005 Woodside Lane | Burr Ridge | IL | 60527 | President | 0 | $0 |
| Barbara Gulick | ||||||
| 114 Highridge Rd | Willowbrook | IL | 60527 | Vice-President | 0 | $0 |
| Julia Vincer | ||||||
| 8571 Country Place | Belvidere | IL | 61108 | Secretary | 0 | $0 |
| Brenda Jacobs | ||||||
| 4420 Clark Ave | Long Beach | CA | 90808 | Treasurer | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,430,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,704,114 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,704,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,453,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $822,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $822,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,006 | TotalTaxAmt |
| Distributable Before Adj | $813,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $813,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $813,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $930,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $930,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,006 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $921,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $813,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $64,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $70,883 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $135,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $930,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $813,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,953 | RemainingDistriFromCorpusAmt |
| Total Corpus | $252,578 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $70,883 | ExcessFromYear2Amt |
| Excess From Current Year | $116,953 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD MCDANIEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEO Chapter KN | |||||||
| 3700 Grand Ave | Des Monies | IA | 50312 | None | PC | Educational | $1,000 |
| Literacy of DuPage | |||||||
| 24W500 Maple Ave Ste 217 | Naperville | IL | 60540 | None | PC | charitable | $18,548 |
| The Salvation Amry | |||||||
| 5040 N Pulaski Road | Chicago | IL | 60630 | None | PC | Charitable | $5,000 |
| Children's theatre Workshop | |||||||
| 6045 Dolphin Road | oriental | NC | 28571 | None | PC | Charitable | $10,000 |
| DuPage Children's Museum | |||||||
| 301 North Washington Street | Naperville | IL | 60540 | None | PC | Charitable | $200,000 |
| Histiocytosis Association | |||||||
| 332 North Broadway | Pitman | NJ | 08071 | None | PC | Charitable | $1,000 |
| FAMILY SHELTER SERVICE INC | |||||||
| 605 E ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | PC | CHARITABLE | $50,000 |
| HCS FAMILY SERVICES | |||||||
| 19 E CHICAGO AVE | HINSDALE | IL | 60521 | NONE | PC | CHARITABLE | $50,000 |
| WIRE FOX TERRIER RESCUE MIDWEST | |||||||
| BOX 141 | DUMONT | IA | 50625 | NONE | PC | CHARITABLE | $1,000 |
| Indian Boundry YMCA | |||||||
| 711 59Tth Street | Downers Grove | IL | 60516 | NONE | PC | Charitable | $55,000 |
| EARLHAM FOUNDATION CO EARLHAM COLLEGE | |||||||
| 801 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | NONE | PC | Charitable | $500,000 |
| STANLEY HAYES RESEARCH FOUNDATION INC | |||||||
| 801 ELKS ROAD | RICHMOND | IN | 47374 | NONE | PC | Charitable | $17,616 |
| BOYS & GIRLS CLUB OF WAYNE COUNTY | |||||||
| 1717 south L Street | Richmond | IN | 47374 | none | PC | Charitable | $11,000 |
| CASA OF DUPAGE COUNTY INC | |||||||
| 505 N COUNTY FARM RD 3RD FL STE C | WHEATON | IL | 60187 | NONE | PC | CHARITABLE | $10,000 |
| IVY TECH FOUNDATION | |||||||
| 2357 CHESTER BLVD | RICHMOND | IN | 47374 | NONE | PC | CHARITABLE | $461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $930,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $689,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,004,456 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,004,456 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ronald McDaniel | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 Woodside Lane | AddressLine1Txt |
| City | Burr Rudge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $850,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,575 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $13,148,848 | EOYBookValueAmt |
| EOYFMV | $13,148,848 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $77,988 | $77,988 |
| FILING FEE | $10 | $10 |
| DUES | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,440 | $2,440 |
| EXCISE TAXES | $23,441 | $23,441 |
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