THE ROBERT E GALLAGHER CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT E GALLAGHER CHARITABLE TRUST (EIN 36-7180671)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201423119349100122
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T15:46:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIOLINO CPA JD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367180671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT E GALLAGHER | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT E GALLAGHER JR | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6302853700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARTHUR J GALLAGHER CO | AddressLine1 |
| Address Line2 | TWO PIERCE PLACE Suite | AddressLine2 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E GALLAGHER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302853701 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CIOLINO | PreparerPersonNm |
| PTIN | P00119215 | PTIN |
| Phone | 6302853701 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,749,531 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,242,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,242,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $725,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,870,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $725,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,920 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,032,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,032,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $162,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,044 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,525 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,146 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $255,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,936,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,936,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,191,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,971,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,812,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,161,413 | CashBOYAmt |
| Cash EOY | $178,984 | CashEOYAmt |
| Cash EOYFMV | $178,984 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,015,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,015,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,423,436 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,453,469 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,275,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,012,127 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,890 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,751 | OtherAssetsEOYAmt |
| Total Assets BOY | $25,768,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,609,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,749,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,197,165 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,197,165 | CapitalStockEOYAmt |
| Retained Earning BOY | $23,570,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,412,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,768,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,609,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,768,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,609,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,768,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,609,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,609,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40,000 SHRS AJG | $1,614,284 | $1,034,100 | $580,184 | $580,184 | |||
| 2,322.070 SHRS VANGUARD INT TM INV GD | $23,337 | $23,506 | -$169 | -$169 | 2013-06-04 | ||
| 5632.66 SHRS VANGUARD INTL GROWTH | $115,188 | $94,744 | $20,444 | $20,444 | 2013-06-04 | ||
| DISTRIBUTION FROM TEP IN EXCESS OF BASIS | $1,790 | $1,790 | $1,790 | 2013-08-22 | |||
| 102.870 SHRS VANGUARD INTL GRW INV | $2,104 | $1,955 | $149 | $149 | 2013-06-04 | 2012-12-18 | |
| 15,390.796 SHRS VANGUARD INT TM INV GD INVS | $154,677 | $159,920 | -$5,243 | -$5,243 | 2013-06-04 | ||
| 93,486.724 SHRS VANGUARD INT TM INV GD INVS | $939,542 | $830,636 | $108,906 | $108,906 | 2013-06-04 | ||
| CAPITAL GAIN DIVIDENDS | $19,750 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $725,811 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,500,102 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,968,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,337,704 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,461,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,027,152 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,336,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037575 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $952,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,153,371 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039417 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $879,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,285,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039473 | DistributionYr5Rt |
| Total Distribution | 0.198875 | TotalDistributionRt |
| Average Distribution | 0.039775 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,927,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,826,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,844,899 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,971,146 | 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 | $18,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,129 | SubtotalAmt |
| Tax Based On Investment Income | $18,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $43,776 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $25,647 | OverpaymentAmt |
| Applied To ES Tax | $25,647 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E GALLAGHER JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476125227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO PIERCE PLACE | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E GALLAGHER JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARTHUR J GALLAGHER CO | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,799,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $827,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,626,987 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,626,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $699,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,927,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,296,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,296,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,129 | TotalTaxAmt |
| Distributable Before Adj | $2,278,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,278,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,278,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,971,146 | 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 | $1,971,146 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,129 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,953,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,278,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,909,984 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,971,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,909,984 | AppliedToYear1Amt |
| Applied To Current Year | $61,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,217,088 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG SHOULDERS ARCHDIOCESE OF CHICAGO | |||||||
| 309 WEST WASHINGTON STREET | CHICAGO | IL | 60606 | N/A | PUBLIC | GENERAL | $820,000 |
| CATHOLIC CHARITIES | |||||||
| 126 NORTH DES PLAINES STREET | CHICAGO | IL | 60606 | N/A | PUBLIC | GENERAL | $25,000 |
| CLEARBROOK | |||||||
| 2800 CENTRAL ROAD | ROLLING MEADOWS | IL | 60068 | N/A | PUBLIC | GENERAL | $40,000 |
| ALS THERAPY DEVELOPMENT | |||||||
| 215 FIRST STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | N/A | PUBLIC | GENERAL | $10,000 |
| HOUSE OF GOOD SHEPARD | |||||||
| 1114 WEST GRACE STREET | CHICAGO | IL | 60613 | N/A | PUBLIC | GENERAL | $5,000 |
| JESUIT INTERNATIONAL MISSION | |||||||
| 2059 NORTH SEDGWICK STREET | CHICAGO | IL | 60614 | N/A | PUBLIC | GENERAL | $15,000 |
| SISTERS OF PROVIDENCE | |||||||
| 1 SISTERS OF PROVIDENCE ROAD | SAINT MARY OF THE WOOD | IN | 47876 | N/A | PUBLIC | GENERAL | $1,000 |
| ST FRANCIS HOSPITAL | |||||||
| 355 RIDGE AVENUE | EVANSTON | IL | 60602 | N/A | PUBLIC | MEDICAL | $15,000 |
| LOYOLA ACADEMY | |||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | N/A | PUBLIC | EDUCATION | $20,000 |
| CRISTO REY HIGH SCHOOL | |||||||
| 1552 WEST 22ND PLACE | CHICAGO | IL | 60608 | N/A | PUBLIC | GENERAL | $10,000 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 2109 MIDDLEFORK ROAD | NORTHFIELD | IL | 60093 | N/A | PUBLIC | GENERAL | $75,000 |
| DEPAUL UNIVERSITY | |||||||
| 1 EAST JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PUBLIC | GENERAL | $20,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | N/A | PUBLIC | GENERAL | $15,000 |
| WTTW CHANNEL 11 | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | N/A | PUBLIC | GENERAL | $15,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | N/A | PUBLIC | GENERAL | $15,000 |
| MULTIPLE SCLEROSIS | |||||||
| 663 ALNWICK COURT | INVERNESS | IL | 60010 | N/A | PUBLIC | GENERAL | $10,000 |
| ST THERESE SCHOOL | |||||||
| 218 W ALEXANDER | CHICAGO | IL | 60616 | N/A | PUBLIC | EDUCATION | $175,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 820 DAVIS | EVANSTON | IL | 60201 | N/A | PUBLIC | GENERAL | $75,000 |
| FR SMYTHS STANDING TALL FND | |||||||
| 1100 N RIVER ROAD | DESPLAINES | IL | 60016 | N/A | PUBLIC | GENERAL | $10,000 |
| SISTERS OF MARY OF KAKAMEGA | |||||||
| 2660 NE HIGHWAY 20 SUITE 610 | BEND | OR | 97701 | N/A | PUBLIC | GENERAL | $2,500 |
| MOBILE CARE | |||||||
| 2244 S WOLCOTT | CHICAGO | IL | 60638 | N/A | PUBLIC | GENERAL | $2,500 |
| WOODLANDS SACRED HEART | |||||||
| 760 E WESTLEIGH | LAKE FOREST | IL | 60045 | N/A | PUBLIC | GENERAL | $20,000 |
| ROBERT H LURIE CANCER CENTER | |||||||
| 675 N ST CLAIRE | CHICAGO | IL | 60611 | N/A | PUBLIC | MEDICAL | $60,000 |
| CHRIST CHILD SOCIETY | |||||||
| 4340 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | N/A | PUBLIC | GENERAL | $10,000 |
| CHICAGO HISTORIC MUSEUM | |||||||
| 1601 N CLARK | CHICAGO | IL | 60614 | N/A | PUBLIC | GENERAL | $10,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE SUITE 310 | WHITE PLAINS | NY | 10605 | N/A | PUBLIC | GENERAL | $75,000 |
| THE FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PUBLIC | GENERAL | $15,000 |
| FOUNDATION FOR WOMEN | |||||||
| 4747 MORENA SUITE 375 | SAN DIEGO | CA | 92117 | N/A | PUBLIC | GENERAL | $10,000 |
| MIDWEST PALLIATIVE HOSPICE | |||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | N/A | PUBLIC | GENERAL | $25,000 |
| MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 5700 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | PUBLIC | GENERAL | $15,000 |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | N/A | PUBLIC | GENERAL | $10,000 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL | $5,000 |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM STREET | WASHINGTON | DC | 20017 | N/A | PUBLIC | GENERAL | $10,000 |
| LEGAL ASSISTANCE FOUNDATION OF CHICAGO | |||||||
| 120 SOUTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60603 | N/A | PUBLIC | GENERAL | $10,000 |
| MARYCARE INC | |||||||
| 85 MECHANIC STREET | NEW HAVEN | CT | 06511 | N/A | PUBLIC | GENERAL | $20,000 |
| AUDUBON SOCIETY | |||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL | $5,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 12120 BRIDGETON SQUARE DRIVE | BRIDGETON | MO | 63044 | N/A | PUBLIC | GENERAL | $10,000 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | N/A | PUBLIC | GENERAL | $5,000 |
| COLLEGE POSSIBLE | |||||||
| 540 FAIRVIEW AVENUE SUITE 304 | ST PAUL | MN | 55104 | N/A | PUBLIC | GENERAL | $15,000 |
| HUMANE SOCIETY | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL | $5,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | N/A | PUBLIC | GENERAL | $10,000 |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PUBLIC | GENERAL | $15,000 |
| ST ANTHONASUIS CHURCH | |||||||
| 4708 PRUDENCE STREET | BALTIMORE | MD | 21226 | N/A | PUBLIC | GENERAL | $5,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | GENERAL | $5,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL | $5,000 |
| ALZHEIMERS RESEARCH FND - FISHER CENTER | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL | $65,000 |
| ST HELEN SCHOOL | |||||||
| 2347 AUGUSTA BLVD | CHICAGO | IL | 60622 | N/A | GENERAL | $5,000 | |
| CHICAGO CITY DAY SCHOOL | |||||||
| 541 W HAWTHORNE AVENUE | CHICAGO | IL | 60657 | N/A | GENERAL | $5,000 | |
| CITY OF HOPE - LEUKEMIA RESEARCH | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | N/A | GENERAL | $75,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | N/A | GENERAL | $15,000 | |
| OLD IRVING PARK COMMUNITY CLINIC | |||||||
| 5425 W ADDISON | CHICAGO | IL | 60641 | N/A | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,936,000 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,242,020 | 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 | $725,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,032,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,032,782 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ARTHUR J GALLAGHER & CO | StockNm |
| EOY Book Value | $11,015,655 | EOYBookValueAmt |
| EOYFMV | $32,423,436 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTES | FMV | $1,112,180 | $1,112,180 |
| BAIRD | FMV | $9,685,763 | $12,093,934 |
| DHS | FMV | $62,394 | $6,259 |
| TEP | FMV | $0 | $3,776 |
| AURORA | FMV | $990,000 | $1,167,347 |
| THIRTEEN PARTNERS | FMV | $1,030,000 | $1,202,937 |
| AURORA OFFSHORE II | FMV | $550,000 | $610,074 |
| SSARIS MULTI-MANAGER | FMV | $719,369 | $682,786 |
| METROPOLITAN RE PARTNERS | FMV | $125,714 | $132,834 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE - BAIRD | Desc |
| BOY Book Value | $5,890 | BOYBookValueAmt |
| EOY Book Value | $4,751 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | $15 | $15 | |
| OTHER | $362 | $362 | |
| LUNCH & DINNER EVENTS/AWARDS | $3,131 | $3,131 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DHS CHARITABLE LLC | -$61 | -$61 |
| SSARIS MULTI-MANAGER ABSOLUTE RETURN | $65,089 | $65,089 |
| TACTICAL EQUITY PARTNERS | -$108 | -$108 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $2,075 | $2,075 | |
| ADMINISTRATION FEES | $99,969 | $79,969 | $20,000 |
| INVESTMENT ADVISORY FEES | $60,000 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $61,000 | $61,000 |
| FOREIGN TAXES | $4,525 | $4,525 |
Comments