THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-12-11
- IRS object ID
- 201543459349100104
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-11T13:04:43-08:00 | ReturnTs |
| Tax Period End | 2015-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTTE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 S CASS AVE STE 210 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605615066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-05-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K HARTIGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-12-11 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,411,296 | 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 | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $72 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $187,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $187,959 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,638,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,607 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $135,028 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $258,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,638 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $323,059 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $74,813 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,937 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,090 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,353 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,088 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,781 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,333 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $323,059 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $772,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $607,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $607,999 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $250,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $250,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,186,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,761,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,761,391 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $511,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $142,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $724,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $649,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,194,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,411,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,411,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,194,360 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,411,296 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,194,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,411,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,194,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,411,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,194,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $376,233 | OtherIncreasesAmt |
| Subtotal | $7,411,296 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,411,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 Pinnacle Foods Inc: PF | P | 2014-07-30 | 2015-01-15 | $14,291 | $12,209 | $2,082 | $2,082 |
| 1000 Annaly Capital Mgmt REIT:NLY | P | 2014-01-23 | 2015-01-16 | $10,651 | $10,557 | $94 | $94 |
| 400 Mobileye NV F:MBLY | P | 2014-09-29 | 2015-01-26 | $16,471 | $19,809 | -$3,338 | -$3,338 |
| 400 Qualcomm Inc: QCOM | P | 2010-01-28 | 2015-01-22 | $28,527 | $17,052 | $11,475 | $11,475 |
| 300 CBOE Holdings Inc:CBOE | P | 2013-12-04 | 2015-01-26 | $19,731 | $15,264 | $4,467 | $4,467 |
| 700 American AIRLS Group Inc:AAL | P | 2014-07-02 | 2015-02-20 | $35,690 | $29,279 | $6,411 | $6,411 |
| 567 Wells Fargo Adv Multi Sector Inc FD:ERC | P | 2007-04-02 | 2015-01-28 | $7,747 | $9,994 | -$2,247 | -$2,247 |
| 750 Triangle Capital Corp:TCAP | P | 2011-05-09 | 2015-02-02 | $15,928 | $14,284 | $1,644 | $1,644 |
| .376 Williams Partner LP New:WPZ | P | 2014-01-22 | 2015-02-09 | $17 | $22 | -$5 | -$5 |
| 400 Container Store Group:TCS | P | 2014-01-08 | 2015-02-10 | $7,891 | $15,911 | -$8,020 | -$8,020 |
| 200 Wisdomtree JAP SMCAP DIVJAPAN Small Cap | P | 2014-01-08 | 2015-02-17 | $10,291 | $10,246 | $45 | $45 |
| 600 Centurylink Inc. :CTL | P | 2010-05-20 | 2015-02-18 | $22,631 | $20,152 | $2,479 | $2,479 |
| 60 Terex Corp:Tex | P | 2007-12-03 | 2015-02-18 | $1,668 | $4,591 | -$2,923 | -$2,923 |
| 1000 Deutsche BK 6.625% PFD**Called**@25 | P | 2007-07-13 | 2015-02-20 | $25,000 | $25,000 | ||
| 300 Boeing Co: BA | P | 2007-04-11 | 2015-02-23 | $46,076 | $27,174 | $18,902 | $18,902 |
| 200 Boeing Co: BA | P | 2007-05-16 | 2015-02-23 | $30,718 | $19,116 | $11,602 | $11,602 |
| 400 Allergan Inc | P | 2014-06-12 | 2015-03-17 | $51,688 | $51,688 | $51,688 | |
| .32 Actavis PLC | P | 2014-06-12 | 2015-03-18 | $99 | $141 | -$42 | -$42 |
| 200 Biogen IDEC Inc:BIIB | P | 2014-11-14 | 2015-03-23 | $93,201 | $60,209 | $32,992 | $32,992 |
| 8000 Invesco Senior INCM TR:VVR | P | 2004-05-12 | 2015-03-11 | $39,190 | $72,454 | -$33,264 | -$33,264 |
| 135 CBRE Group Inc : CBG | P | 2008-05-30 | 2015-03-18 | $4,851 | $4,679 | $172 | $172 |
| 300 Fireeye Inc. :FEYE | P | 2015-02-12 | 2015-04-24 | $13,341 | $11,709 | $1,632 | $1,632 |
| 600 Intel Corp: INTC | P | 2014-01-17 | 2015-03-31 | $18,943 | $15,307 | $3,636 | $3,636 |
| 500 Yahoo Inc: YHOO | P | 2013-06-14 | 2015-04-16 | $22,996 | $13,138 | $9,858 | $9,858 |
| 400 Yahoo Inc: YHOO | P | 2013-09-30 | 2015-04-16 | $18,396 | $13,316 | $5,080 | $5,080 |
| 200 Yahoo Inc: YHOO | P | 2013-10-30 | 2015-04-16 | $9,198 | $6,569 | $2,629 | $2,629 |
| 100 Jacobs Engineering: JEC | P | 2008-07-29 | 2015-04-20 | $4,734 | $7,720 | -$2,986 | -$2,986 |
| 400 Stryker Corp: SYK | P | 2004-06-29 | 2015-04-21 | $37,590 | $22,095 | $15,495 | $15,495 |
| 200 Weatherford Intl New F:WFT | P | 2008-07-07 | 2015-04-23 | $2,841 | $8,504 | -$5,663 | -$5,663 |
| 24 BANCO SANTANDER | P | 2014-02-12 | 2014-11-28 | $214 | $212 | $2 | $2 |
| 22 BANCO SANTANDER | P | 2014-05-12 | 2014-11-28 | $197 | $213 | -$16 | -$16 |
| 22 BANCO SANTANDER | P | 2014-08-11 | 2014-11-28 | $197 | $220 | -$23 | -$23 |
| 24 BANCO SANTANDER | P | 2014-11-13 | 2014-11-28 | $214 | $207 | $7 | $7 |
| 200 TESLA MOTORS INC:tsla | P | 2014-10-13 | 2014-12-01 | $46,887 | $45,009 | $1,878 | $1,878 |
| 400 Target Corporation: TGT | P | 2014-08-29 | 2014-12-03 | $29,218 | $24,077 | $5,141 | $5,141 |
| 1000 BANCO SANTANDER | P | 2013-05-16 | 2014-11-28 | $8,937 | $7,089 | $1,848 | $1,848 |
| 30 BANCO SANTANDER | P | 2013-08-09 | 2014-11-28 | $268 | $197 | $71 | $71 |
| 25 BANCO SANTANDER | P | 2013-11-13 | 2014-11-28 | $223 | $212 | $11 | $11 |
| .413 BANCO SANTANDER | P | 2014-11-13 | 2014-11-13 | $3 | $3 | ||
| 300 GAP Inc. : GPS | P | 2014-10-17 | 2014-11-21 | $11,493 | $10,956 | $537 | $537 |
| 5000 Nuveen INVTS | P | 2008-03-04 | 2014-11-10 | $5,219 | $3,304 | $1,915 | $1,915 |
| 500 American Capital LTD: ACAS | P | 2008-05-27 | 2014-11-21 | $7,428 | $16,117 | -$8,689 | -$8,689 |
| 137 American Capital LTD: ACAS | P | 2009-08-07 | 2014-11-21 | $2,035 | $441 | $1,594 | $1,594 |
| 400 Arcelor Mittal NY New | P | 2007-04-12 | 2014-11-21 | $5,007 | $20,732 | -$15,725 | -$15,725 |
| 300 Arcelor Mittal NY New | P | 2008-06-27 | 2014-11-21 | $3,755 | $28,557 | -$24,802 | -$24,802 |
| 200 Corning Inc:GLW | P | 2008-06-24 | 2014-11-21 | $4,162 | $5,131 | -$969 | -$969 |
| 2500 Nuveen Eqty Prem Inc Fd: JPZ | P | 2005-10-06 | 2014-11-21 | $32,390 | $39,503 | -$7,113 | -$7,113 |
| 300 Splunk Inc:SPLK | P | 2014-08-01 | 2014-10-06 | $18,602 | $13,119 | $5,483 | $5,483 |
| 1000 Dryships Inc F:DRYS | P | 2014-01-03 | 2014-10-28 | $1,599 | $4,339 | -$2,740 | -$2,740 |
| 300 Madison Square Garden : MSG | P | 2013-12-11 | 2014-10-28 | $21,884 | $16,509 | $5,375 | $5,375 |
| .3333 CDK Global Inc : CDK | P | 1997-11-20 | 2014-10-01 | $10 | $3 | $7 | $7 |
| 3000 MFS Multi MKT Inc Trust Sh Ben Int: MMT | P | 2010-07-28 | 2014-10-02 | $19,083 | $20,735 | -$1,652 | -$1,652 |
| 500 W P Carey Inc. :WPC | P | 2009-01-20 | 2014-10-09 | $32,865 | $11,638 | $21,227 | $21,227 |
| 400 PEPSICO Incorporated : PEP | P | 2004-04-05 | 2014-10-10 | $37,881 | $21,784 | $16,097 | $16,097 |
| 300 Becton Dickinson & Co: BDX | P | 2011-07-28 | 2014-10-13 | $38,250 | $24,834 | $13,416 | $13,416 |
| 300 YUM Brands Inc. | P | 2013-04-23 | 2014-12-09 | $22,726 | $19,107 | $3,619 | $3,619 |
| 150 ETFS Precious Metals | P | 2014-09-04 | 2014-10-20 | $9,681 | $10,276 | -$595 | -$595 |
| 50 ETFS Precious Metals | P | 2014-09-18 | 2014-10-20 | $3,227 | $3,305 | -$78 | -$78 |
| 60 Autodesk Inc. | P | 2014-10-21 | 2014-11-19 | $3,541 | $3,163 | $378 | $378 |
| 200 Incyte Corp | P | 2014-09-04 | 2014-11-04 | $13,414 | $10,592 | $2,822 | $2,822 |
| 678 Nuverra Environmental Solution Inc. | P | 2014-09-16 | 2014-12-15 | $3,937 | $9,383 | -$5,446 | -$5,446 |
| 322 Nuverra Environmental Solution Inc. | P | 2014-09-18 | 2014-12-15 | $1,868 | $4,527 | -$2,659 | -$2,659 |
| 500 Nuverra Environmental Solution Inc. | P | 2014-10-06 | 2014-12-15 | $2,900 | $6,843 | -$3,943 | -$3,943 |
| 200000 United States Treas Bill | P | 2014-12-16 | 2015-01-15 | $200,000 | $199,998 | $2 | $2 |
| 400 GOGO Inc. | P | 2014-09-02 | 2015-01-30 | $5,865 | $6,791 | -$926 | -$926 |
| 100 Incyte Corp | P | 2014-09-04 | 2015-02-20 | $8,175 | $5,296 | $2,879 | $2,879 |
| 1200 Inovio Pharmaceuticals Inc. | P | 2014-09-02 | 2015-02-12 | $8,224 | $12,990 | -$4,766 | -$4,766 |
| 500 Ishares MSCI Canada EFT | P | 2014-09-02 | 2015-01-30 | $13,161 | $16,338 | -$3,177 | -$3,177 |
| 300 Ishares MSCI Canada EFT | P | 2014-09-04 | 2015-01-30 | $7,896 | $9,929 | -$2,033 | -$2,033 |
| 200 Ishares MSCI Canada EFT | P | 2014-09-09 | 2015-01-30 | $5,264 | $6,473 | -$1,209 | -$1,209 |
| 1500 Ladenburg Thalmann Fincl Services INc | P | 2014-09-23 | 2015-01-29 | $5,821 | $5,550 | $271 | $271 |
| 1500 Ladenburg Thalmann Fincl Services INc | P | 2014-09-23 | 2015-02-03 | $5,778 | $5,550 | $228 | $228 |
| 50 Incyte Corp | P | 2014-09-04 | 2015-03-19 | $4,834 | $2,648 | $2,186 | $2,186 |
| 35 Incyte Corp | P | 2014-09-05 | 2015-03-19 | $3,383 | $1,773 | $1,610 | $1,610 |
| 1000 Limelight Networks Inc | P | 2014-09-23 | 2015-03-20 | $3,866 | $2,490 | $1,376 | $1,376 |
| 755 Summit Hotel Properties Inc. | P | 2014-09-02 | 2015-02-26 | $10,277 | $8,161 | $2,116 | $2,116 |
| 245 Summit Hotel Properties Inc. | P | 2014-09-02 | 2015-03-06 | $3,310 | $2,648 | $662 | $662 |
| 400 Summit Hotel Properties Inc. | P | 2014-09-04 | 2015-03-06 | $5,405 | $4,296 | $1,109 | $1,109 |
| 100 Summit Hotel Properties Inc. | P | 2014-09-11 | 2015-03-06 | $1,351 | $1,037 | $314 | $314 |
| 300 HERBALIFE LTD | P | 2014-04-11 | 2014-04-29 | $18,216 | $15,609 | $2,607 | $2,607 |
| 15319 Potbelly Corp | P | 2014-04-09 | 2014-04-29 | $277,259 | $277,274 | -$15 | -$15 |
| .9574 BANCO SANTA | P | 2014-05-12 | 2014-05-12 | $10 | $9 | $1 | $1 |
| Apple 100 | P | 2013-10-30 | 2014-05-21 | $60,471 | $51,968 | $8,503 | $8,503 |
| 100 APPLE INC | P | 2013-12-17 | 2014-05-21 | $60,471 | $55,374 | $5,097 | $5,097 |
| 200 Google Inc. | P | 2014-04-11 | 2014-05-21 | $107,589 | $105,888 | $1,701 | $1,701 |
| 300 Hertz Global | P | 2013-12-31 | 2014-05-21 | $8,526 | $8,171 | $355 | $355 |
| 400 Liberty Property Trust | P | 2013-11-05 | 2014-05-27 | $15,267 | $14,529 | $738 | $738 |
| 100 Murphy USA | P | 2010-01-25 | 2014-04-29 | $4,293 | $3,001 | $1,292 | $1,292 |
| 100 APPLE INC | P | 2012-11-02 | 2014-05-21 | $60,471 | $57,509 | $2,962 | $2,962 |
| 300 Baker Hughes | P | 2014-01-08 | 2014-05-29 | $21,141 | $15,572 | $5,569 | $5,569 |
| 400 ALLERGAN | P | 2014-04-30 | 2014-05-30 | $67,590 | $65,609 | $1,981 | $1,981 |
| 400 Alcoa Inc. | P | 2014-01-22 | 2014-06-04 | $5,451 | $4,908 | $543 | $543 |
| 400 FACEBOOK | P | 2014-04-28 | 2014-06-04 | $24,991 | $22,009 | $2,982 | $2,982 |
| .7364 KON PHILIPS ADR | P | 2014-06-04 | 2014-06-04 | $23 | $23 | ||
| 401 Greenbrier Co. | P | 2014-04-25 | 2014-06-16 | $23,151 | $20,009 | $3,142 | $3,142 |
| 200 F5 Networks Inc. | P | 2012-06-25 | 2014-06-10 | $22,543 | $19,193 | $3,350 | $3,350 |
| 100 F5 Networks Inc. | P | 2013-03-13 | 2014-06-10 | $11,272 | $9,364 | $1,908 | $1,908 |
| .4693 BANCO SANTA | P | 2014-08-11 | 2014-08-11 | $5 | $5 | ||
| 500 Kinder Morgan | P | 2014-06-25 | 2014-08-12 | $19,511 | $17,884 | $1,627 | $1,627 |
| 300 Kinder Morgan | P | 2002-09-24 | 2014-08-12 | $27,569 | $9,458 | $18,111 | $18,111 |
| 200 Kinder Morgan | P | 2010-05-06 | 2014-08-12 | $18,372 | $11,820 | $6,552 | $6,552 |
| 4817.456 GOLDMAN SACHS GROUP INC | P | 2011-01-01 | 2014-08-21 | $34,638 | $38,408 | -$3,770 | -$3,770 |
| 1731 Neuberger Berman | P | 2006-09-25 | 2014-08-21 | $23,290 | $48,345 | -$25,055 | -$25,055 |
| 4000 Nuveen PFD Inc. | P | 2005-08-31 | 2014-08-21 | $37,710 | $51,138 | -$13,428 | -$13,428 |
| 10000 Lincoln natl Corp | P | 2012-05-10 | 2014-08-22 | $10,309 | $10,025 | $284 | $284 |
| 400 Dunkin Brands Group Inc. | P | 2014-06-12 | 2014-09-11 | $18,791 | $18,009 | $782 | $782 |
| 500 Softbank Corp ADR | P | 2014-07-02 | 2014-09-12 | $19,865 | $18,734 | $1,131 | $1,131 |
| 500 Avon prodcuts inc. | P | 2012-05-14 | 2014-09-02 | $6,981 | $10,578 | -$3,597 | -$3,597 |
| 75 Motors LIQ Co. | P | 2012-09-04 | 2014-09-02 | $1,941 | $69 | $1,872 | $1,872 |
| 300 Peabody | P | 2006-06-26 | 2014-09-03 | $4,569 | $14,248 | -$9,679 | -$9,679 |
| 200 Stericycle Inc. | P | 2011-08-08 | 2014-09-03 | $23,679 | $14,848 | $8,831 | $8,831 |
| 44496.499 Invesco Senior INCM TR:VVR | P | 2011-01-01 | 2014-09-19 | $310,446 | $397,731 | -$87,285 | -$87,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,607 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $135,028 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $293,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,706,266 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $289,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,129,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,727 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,021,831 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01772 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,980,824 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02825 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,502 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,674,999 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05965 | DistributionYr5Rt |
| Total Distribution | 0.19663 | TotalDistributionRt |
| Average Distribution | 0.03933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,394,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $290,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,653 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $324,630 | 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 | $1,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,653 | SubtotalAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $1,690 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | Kenilworth | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | 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 | 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | $84,750 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 20.00 | $0 |
| 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 | $6,469,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,037,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,507,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,507,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,394,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,653 | TotalTaxAmt |
| Distributable Before Adj | $368,088 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $368,088 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $368,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,630 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $324,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,653 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,977 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,176 | UndistributedIncomePYAmt |
| Qualifying Distributions | $324,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,176 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,454 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $342,634 | 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 | AddressLine1Txt |
| City | KENILWORTH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472560600 | RecipientPhoneNum |
| 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/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | 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 | $5,000 | ||
| AUGUSTINIAN MISSION | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | NONE | |
| BLAKE SCHOOL | |||||||
| 511 Kenwood Pkwy | Minneapolis | MN | 55403 | To provide for personal charitable activities as determined by the receipient organization | $30,000 | 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 | $2,000 | 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 | $2,000 | 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 | $5,000 | 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 | $2,000 | 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 | $8,000 | 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 | $6,000 | N/A | |
| GLENWOOD ACADEMY | |||||||
| 500 WEST 187 ST | GLENWOOD | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | 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 |
| Illinois Club for Catholic Women | |||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | 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 | |
| IRISH GEORGIAN SOCIETY | |||||||
| 115 EAST 89TH APT 3B | NEW YORK | NY | 10128 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | 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 | $5,000 | ||
| Kenilworth Beautification | |||||||
| 419 Richmond Road | Kenilworth | IL | 60043 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | 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 | $10,000 | ||
| LYRIC OPERA | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $8,000 | ||
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON | CHICAGO | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| 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 | $2,500 | ||
| 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 | $2,000 | ||
| 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 | ||
| 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 | $4,000 | ||
| RETIREMENT BOARD FOR REGLIOUS | |||||||
| PO BOX 1979 | CHICAGO | IL | 60690 | 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 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 | $3,000 | ||
| 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 | $10,000 | ||
| STEPPENWOLF THEATRE | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $25,000 | ||
| 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 | $10,000 | ||
| PASTORAL SUPPORT SERVICES | |||||||
| 100 N Lavergne Ave | Northlake | IL | 60164 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| Capuchin Friars | |||||||
| 220 37th street | Pittsburgh | PA | 15201 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Children's Theatre of Winnetka | |||||||
| 620 Lincoln avenue | Winnetka | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| Corazon a Corazon | |||||||
| 8235 South Shore Dr | Chicago | IL | 60617 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | ||
| Eversight | |||||||
| 2479 E Bayshore Rd suite 175 | Palo Alto | CA | 94303 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Fortnightly HPFF | |||||||
| 120 E Bellevue Pl | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| Glenwood School for Boys Girls | |||||||
| 500 W 187th st | Glenwood | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | ||
| Midwest Young Artist | |||||||
| 878 Lyster Rd | Highwood | IL | 60040 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | ||
| St Philip Neri Catholic Church | |||||||
| 2132 E 72nd st | Chicago | IL | 60649 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $258,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,638 | 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 | $5,448 | Amt |
| Net Investment Income | $4,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,090 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $142,743 | EOYBookValueAmt |
| EOYFMV | $142,743 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,761,391 | EOYBookValueAmt |
| EOYFMV | $5,761,391 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $250,000 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Publically Traded Prtships & Trust | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $649,163 | BookValueAmt |
| EOYFMV | $649,163 | 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 | $2,235 | $2,235 | |
| MISC | $8,123 | $6,092 | $2,031 |
| OFFICE EXPENSES | $1,938 | $1,454 | $484 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $5,441 | Amt |
| Net Investment Income | $4,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,088 | DisbursementsCharitablePrpsAmt |
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