BETA

CHEZ FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHEZ FAMILY FOUNDATION (EIN 26-4654718)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-30
IRS object ID
201531819349100103
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)
Return2015-06-30T09:16:28-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264654718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHEZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHEZBusinessNameControlTxt
Phone7738566441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD L CHEZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7738566441PhoneNum
Signature2015-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN PITSTICKPreparerPersonNm
PTINP00285763PTIN
Phone8475177070PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,943,681FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$670,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,070InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,070InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,146NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,080,361GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,146CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$758,218TotalRevAndExpnssAmt
Total Net Invst Incm$88,218TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,885AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,943AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,942AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$39,432OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$39,402OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,344TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$274,248ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$274,248ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$317,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$315,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$440,653ExcessRevenueOverExpensesAmt
Net Investment Income$86,245NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,605,279CashBOYAmt
Cash EOY$747,163CashEOYAmt
Cash EOYFMV$747,163CashEOYFMVAmt
Corporate Stock BOY$131,114CorporateStockBOYAmt
Corporate Stock EOY$1,429,884CorporateStockEOYAmt
Corporate Stock EOYFMV$1,196,518CorporateStockEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,736,394TotalAssetsBOYAmt
Total Assets EOY$2,177,047TotalAssetsEOYAmt
Total Assets EOYFMV$1,943,681TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,736,394RetainedEarningBOYAmt
Retained Earning EOY$2,177,047RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,736,394TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,177,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,736,394TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,177,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,736,394TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$440,653ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,177,047SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,177,047TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICALLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,080,361GrossSalesPriceAmt
Cost Or Other Basis$2,997,215CostOrOtherBasisAmt
Gain Or Loss$83,146GainOrLossAmt
Gains Minus Excess Or Losses$83,146GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$83,146CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$285,787AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,060,339NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.269524DistributionYr1Rt
Adjusted Qlfy Distri Yr2$206,017AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$294,148NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.700386DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,479AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,695NetVlNoncharitableAssetsYr3Amt
Distribution Yr37.993620DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,682AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,581NetVlNoncharitableAssetsYr4Amt
Distribution Yr412.147656DistributionYr4Rt
Adjusted Qlfy Distri Yr5$900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,449NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.260945DistributionYr5Rt
Total Distribution21.372131TotalDistributionRt
Average Distribution4.274426AverageDistributionRt
Net Vl Noncharitable Assets$1,849,718NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,906,483AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$862NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,907,345AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$315,592QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,725InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,725SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,725TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$847EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$3,847TotalPaymentsAndCreditsAmt
Overpayment$2,122OverpaymentAmt
Applied To ES Tax$2,122AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD L CHEZIndividualWithBooksNm
Phone7738566441PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD L CHEZ
1524 N ASTOR STREETCHICAGOIL60610TRUSTEE1.00$0$0$0
ERIC J CHEZ
1758 N HONORE STREETCHICAGOIL60622TRUSTEE1.00$0$0$0
ELIZABETH A MACKNIN
2039 BURR OAK LANEHIGHLAND PARKIL60035TRUSTEE1.00$0$0$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$776,553AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,101,333AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,877,886TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,877,886AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,168CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,849,718NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,486MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,486MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,725TaxBasedOnInvestmentIncomeAmt
Total Tax$1,725TotalTaxAmt
Distributable Before Adj$90,761DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,761DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,761DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$315,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$315,592QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$315,592AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,761DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$776ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,103ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,844ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$191,310ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$233,409ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$666,442TotalExcessDistributionCyovAmt
Qualifying Distributions$315,592QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,761AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,831RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$891,273TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$776ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$890,497ExcessDistriCyovToNextYrAmt
Excess From Year4$140,103ExcessFromYear4Amt
Excess From Year3$100,844ExcessFromYear3Amt
Excess From Year2$191,310ExcessFromYear2Amt
Excess From Year1$233,409ExcessFromYear1Amt
Excess From Current Year$224,831ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD L CHEZContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEITH MARSHALL - INTERIM ASSOCIATERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF ILLINOIS 901 WESTAddressLine1Txt
Address Line2ILLINOIS STREET SUITE 103AddressLine2Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP61801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2173330302RecipientPhoneNum
Recipient Email AddressUISCHOLARSHIPS@ILLINOIS.EDURecipientEmailAddressTxt
Form And Info And MaterialsA FORMAL APPLICATION EXISTS AT HTTP://ADMISSIONS.ILLINOIS.EDU/APPLY/FRESHMAN OR EMAIL UISCHOLARSHIPS@ILLINOIS.EDU.FormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY (ANNUALLY)SubmissionDeadlinesTxt
Restrictions On AwardsREQUIREMENTS: CHICAGO PUBLIC HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED BACKGROUNDS; A THREE-YEAR CUMULATIVE GPA OF 3.0 OR HIGHER IN A COLLEGE PREPARATORY CURRICULUM, INCLUDING WORK IN MATH, SCIENCE, AND ENGLISH; A STRONG WORK ETHIC AND INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. AMOUNT: UP TO $10,000 RENEWABLE: YES FOUR YEARS, PROVIDED THE STUDENT MAINTAINS A 2.5 GPA NUMBER AWARDED ANNUALLY: 9RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ILLINOIS FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11305 WEST GREEN STREETAddressLine1Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP618012962ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeSCHOLARSHIPS AND GRANTSGrantOrContributionPurposeTxt
Amt$274,248Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$274,248TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,070ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,146ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$88,218ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,218TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonRONALD L CHEZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Total Contributions$670,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,885Amt
Net Investment Income$1,943NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,942DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLUE CALYPSO INC$66,876$97,070
CINEDIGM CORP$308,828$213,905
OMNITEK ENGR CORP$63,644$28,438
DAKOTA PLAINS HLDGS$126,569$90,651
IRONCLAD PERFORMANCE WEAR CO$14,350$11,123
NEONODE INC$41,700$67,600
OPTIMIZERX CORP$82,107$90,076
PROFESSIONAL DIVERSITY NETWORK$35,006$34,090
TRUE DRINK HLDGS INC$56,163$35,100
PROCERA NETWORKS INC$634,641$528,465

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$1BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE ADMINISTRATIVE SERVICES$36,000$0$36,000
FILING FEES$15$0$15
BANK FEES$30$30$0
SCHOLAR EXPENSES$3,387$0$3,387

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