THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-12-27
- IRS object ID
- 201430139349100033
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-27T10:08:32-08:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTTE & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 S CASS AVE STE 210 | AddressLine1 |
| City | DARIEN | City |
| State | IL | State |
| ZIP Code | 605615066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366071665 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas W Dower Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 8472560600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1 |
| City | Kenilworth | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY K HARTIGAN | Name |
| Title | Trustee | Title |
| Date Signed | 2013-12-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH KNUTTE CPA | Name |
| PTIN | P01317776 | PTIN |
| Phone | 6309603317 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6592311 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 84 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 84 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 84 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 224801 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 224801 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 224801 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 110122 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1728618 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 110122 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 32275 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 335007 | TotalRevenueAndExpenses |
| Total Net Investment Income | 335007 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 257160 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 150000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 112500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 37500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 16390 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 13112 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3278 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1841 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1736 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 105 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 169231 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 127348 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 40883 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 250500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 250500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 419731 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 127348 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 291383 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -84724 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 207659 | NetInvestmentIncome |
| Adjusted Net Income | 257160 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 719730 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1141018 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1141018 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4200001 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3922224 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3922224 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 691586 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 586083 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 586083 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 716380 | InvestmentsOtherBOY |
| Investments Other EOY | 942986 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 942986 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6327697 | TotalAssetsBOY |
| Total Assets EOY | 6592311 | TotalAssetsEOY |
| Total Assets EOYFMV | 6592311 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted EOY | 6592311 | UnrestrictedEOY |
| Temporarily Restricted BOY | 6327697 | TemporarilyRestrictedBOY |
| Total Net Assets BOY | 6327697 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6592311 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6327697 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6592311 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6327697 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -84724 | ExcessOfRevenueOverExpenses |
| Other Increases | 349338 | OtherIncreases |
| Subtotal | 6592311 | Subtotal |
| Total Net Assets Fund Balances EOY | 6592311 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 110122 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 32275 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 106727 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6021831 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.01772 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 168978 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5980824 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02825 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 338502 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5674999 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05965 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 242939 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5542823 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04383 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 396577 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7315658 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.20366 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04073 | AverageDistributionRatio |
| Net Noncharitable Assets | 6129156 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 249653 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2077 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 251730 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 291383 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2077 | InvestmentIncomeExciseTax |
| Subtotal | 2077 | Subtotal |
| Tax Based On Investment Income | 2077 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 47 | PenaltyForUnderpayment |
| Tax Due | 2124 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary K Hartigan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8472560600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 416 | AddressLine1 |
| City | Kenilworth | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| EILEEN MADIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 5.00 | 15000 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 20.00 | 50000 |
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | 85000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5379481 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 843012 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6222493 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 6222493 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 93337 | CashDeemedCharitable |
| Net Noncharitable Assets | 6129156 | NetNoncharitableAssets |
| Minimum Investment Return | 306458 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 306458 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2077 | TaxBasedOnInvestmentIncome |
| Total Tax | 2077 | TotalTax |
| Distributable Amount Before Adj | 304381 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 304381 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 304381 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 291383 | ExpensesAndContributions |
| Qualifying Distributions | 291383 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2077 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 289306 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 304381 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 255535 | UndistributedIncomePriorYear |
| Qualifying Distributions | 291383 | QualifyingDistributions |
| Applied To Year1 | 255535 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35848 | AppliedToCurrentYear |
| Undistributed Income CY | 268533 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ATTENTION MARY K HARTIGAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8472560600 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST MAILED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| STANDFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | N/A | To provide for personal charitable activities as determined by the receipient organization | $1,000 |
| ST PATRICKS RESIDENCE | ||||||
| 1400 BROOKDALE RD | NAPERVILL | IL | 60563 | N/A | To provide for personal charitable activities as determined by the receipient organization | $1,000 |
| Minneapolis Institute of Art | ||||||
| 2400 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | To provide for personal charitable activities as determined by the receipient organization | $10,000 |
| LANDMARK PRESERVATION COUNCIL | ||||||
| 53 W JACKSON BLVD SUITE 1315 | CHICAGO | IL | 60604 | N/A | To provide for personal charitable activities as determined by the receipient organization | $500 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | N/A | To provide for personal charitable activities as determined by the receipient organization | $1,000 |
| COLLEGE OF THE HOLY CROSS | ||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | To provide for personal charitable activities as determined by the receipient organization | $500 |
| STS FAITH HOPE CHARITY | ||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| Chicago Symphony Orchestra | ||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Stritch School Medicine | ||||||
| 2160 S 1st Ave | Maywood | IL | 60153 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | |
| St Mary's College | ||||||
| 5445 St Rd 993 N | Norte Dame | IN | 46556 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Lyric Opera | ||||||
| 20 N Wacker Drive | Chicago | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Steppenwolf Theater | ||||||
| 1650 N Halsted St | Chicago | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | |
| St Rita High School | ||||||
| 7740 S Western Ave | Chicago | IL | 60620 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | |
| Juvenile Diabetes Research - IL Cha | ||||||
| 11 S LaSalle St 1800 | Chicago | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Minneapolis Museum of Art | ||||||
| 2400 Third Ave S | Minneapolis | MN | 55404 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | |
| 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 | |
| Blake School | ||||||
| 110 Blake Rd South | Hopkins | MN | 55343 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Antiquarian Society of the Chi Art | ||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| LUMA | ||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | 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 | |
| Maria High School | ||||||
| 6727 S California Ave | Chicago | IL | 60629 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | |
| Illinois Club for Catholic Women | ||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| Loyola University Chicago | ||||||
| 1052 W Loyola Ave | Chicago | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $12,000 | |
| Children of Peace School | ||||||
| 1900 W Taylor St | Chicago | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $500 | |
| St Mary's PARISH | ||||||
| 126 Herrick Rd | Riverside | IL | 60546 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Irish Georgian Society | ||||||
| 115 East 89th Apt 3B | New York | NY | 10128 | To provide for personal charitable activities as determined by the receipient organization | $1,500 | |
| Ravinia Festival | ||||||
| 418 Sheridian Rd | Highland Park | IL | 60035 | To provide for personal charitable activities as determined by the receipient organization | $3,500 | |
| Oriental Institute | ||||||
| 1155 E 58th St | Chicago | IL | 60637 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Augustinian Mission | ||||||
| PO Box 340 | Villanova | PA | 19085 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | |
| Blake School | ||||||
| 110 Blake Rd South | Hopkins | MN | 55343 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Steppenwolf Theater | ||||||
| 1650 N Halsted St | Chicago | IL | 60614 | To provide for personal charitable activities as determined by the receipient organization | $15,000 | |
| Loyola University Museum of Art | ||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | |
| University of St Mary of the Lake S | ||||||
| 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 | |
| Trilogy Inc | ||||||
| 140 W Greenleaf | Chicago | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Sisters of Charity BVM | ||||||
| 1100 Carmel Drive | Dubuque | IA | 52005 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| St Rita's High School | ||||||
| 7740 S Western | Chicago | IL | 60620 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| St Peter's Church | ||||||
| 110 W Madison St | Chicago | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| St Malachy's School | ||||||
| 2252 W Washington Blvd | Chicago | IL | 60612 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| St Joseph Seminary | ||||||
| 1120 W Loyola Ave | Chicago | IL | 60626 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| St Coletta's | ||||||
| N4637 County Rd Y | Jefferson | WI | 53549 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Safer Foundation | ||||||
| 571 W Jackson Blvd | Chicago | IL | 60661 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | |
| Retirement Board for Religious | ||||||
| Archdiocese of Chi PO Box 1979 | Chicago | IL | 60690 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| Queen of Peace High School | ||||||
| 7659 S Linder Ave | Burbank | IL | 60459 | To provide for personal charitable activities as determined by the receipient organization | $10,000 | |
| Palos Community Hospital | ||||||
| 12251 90th Ave | Palos Heights | IL | 60463 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | |
| OxBow Office | ||||||
| 36 S Wabash Ave | Chicago | IL | 60603 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Operation Helmet | ||||||
| c/o Bob Meaders 74 Greenview St | Montgomery | TX | 77356 | To provide for personal charitable activities as determined by the receipient organization | $3,500 | |
| 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 | |
| North Shore Senior Center | ||||||
| 161 Northfield Rd | Northfield | IL | 60093 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Mercy Home for Boys Girls | ||||||
| 1140 W Jackson | Chicago | IL | 60607 | 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 | |
| Lyric Opera | ||||||
| 20 N Wacker Drive | Chicago | IL | 60606 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| 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 | |
| John Paul II Newman Center | ||||||
| 700 S Morgan St | Chicago | IL | 60607 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | |
| Injured Marines Semper Fi Fund | ||||||
| 825 College Blvd Suite 102 PMB609 | Oceanside | CA | 92057 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Illinois Club for Catholic Women | ||||||
| 25 E Pearson St | Chicago | IL | 60611 | To provide for personal charitable activities as determined by the receipient organization | $2,500 | |
| House of the Good Shepherd | ||||||
| PO Box 13453 | Chicago | IL | 60613 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| Glenwood School | ||||||
| 500 West 187 St | Glenwood | IL | 60425 | To provide for personal charitable activities as determined by the receipient organization | $2,000 | |
| De La Salle High School | ||||||
| 3434 South Michigan Ave | Chicago | IL | 60616 | To provide for personal charitable activities as determined by the receipient organization | $7,000 | |
| Christian Brothers | ||||||
| 7650 South County Line Rd | Burr Ridge | IL | 60527 | To provide for personal charitable activities as determined by the receipient organization | $5,000 | |
| Chicago Symphony Orchestra | ||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | To provide for personal charitable activities as determined by the receipient organization | $1,000 | |
| BRAIN RESEARCH FOUNDATION | ||||||
| 111 West Washington St Suite 1710 | Chicago | IL | 60602 | To provide for personal charitable activities as determined by the receipient organization | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 250500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $84 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $224,801 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $110,122 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $335,007 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 335007 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUTING AND AUDITING | Category |
| Amount | $16,390 | Amount |
| Net Investment Income | 13112 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3278 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS | NameOfBond |
| EOY Book Value | 586083 | EOYBookValue |
| EOYFMV | 586083 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORORATE STOCKS | NameOfStock |
| EOY Book Value | 3922224 | EOYBookValue |
| EOYFMV | 3922224 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 942986 | BookValue |
| EOYFMV | 942986 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSES | 259 | 194 | 65 |
| DUES AND SUBSCRIPTIONS | 1582 | 1542 | 40 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,000 | Amount |
Comments