BETA

SPECIAL PEOPLE IN NEED: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SPECIAL PEOPLE IN NEED (EIN 58-1483651)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-12
IRS object ID
201431329349101823
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-12T13:08:15-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390432630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1QUARLES & BRADY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60654ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581483651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPECIAL PEOPLE IN NEED CO SARAH M LINSLEYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSPECBusinessNameControlTxt
Phone3127155000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60654ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH M LINSLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3127155000PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH M LINSLEYPreparerPersonNm
PTINP01317392PTIN
Phone3127155000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,797,453FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,014DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,014DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$212,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$481,437GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$212,717CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$275,731TotalRevAndExpnssAmt
Total Net Invst Incm$275,731TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,107LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$11,107LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$40,241AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,181AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,060AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,556OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,760OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$57,796OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$152OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$51OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$115,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$79,064TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$123,445ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,445ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$202,509TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,937ExcessRevenueOverExpensesAmt
Net Investment Income$243,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$328,858SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$247,955SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248,955SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,325AcctRcvblAmt
Acct Rcvbl EOY$2,325AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,325AcctRcvblEOYFMVAmt
US Government Obligations BOY$122,367USGovernmentObligationsBOYAmt
US Government Obligations EOY$109,899USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$117,554USGovtObligationsEOYFMVAmt
Corporate Stock BOY$743,011CorporateStockBOYAmt
Corporate Stock EOY$2,385,411CorporateStockEOYAmt
Corporate Stock EOYFMV$3,863,748CorporateStockEOYFMVAmt
Corporate Bonds BOY$438,723CorporateBondsBOYAmt
Corporate Bonds EOY$520,281CorporateBondsEOYAmt
Corporate Bonds EOYFMV$527,371CorporateBondsEOYFMVAmt
Other Investments BOY$1,633,499OtherInvestmentsBOYAmt
Other Investments EOY$37,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$37,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,266,458TotalAssetsBOYAmt
Total Assets EOY$3,303,371TotalAssetsEOYAmt
Total Assets EOYFMV$4,797,453TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,266,458UnrestrictedBOYAmt
Unrestricted EOY$3,303,371UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,266,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,303,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,266,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,303,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,266,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,937ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,303,395SubtotalAmt
Other Decreases$24OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,303,371TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHWAB PUBLICLY TRADED SECURITIES$151,402$146,715$4,687$4,687
MORGAN STANLEY PUBLICLY TRADED SECURITIES$205,434$63,406$142,028$142,028
FNMA RETURN OF PRINCIPAL$8,843$8,599$244$244
LITIGATION SETTLEMENT$255$255$255P
VIRXSYS-DEEMED WORTHLESS$50,000-$50,000-$50,000P
CAPITAL GAINS DIVIDENDS$115,503$115,503$115,503P
FieldValueIRS element (for citing)
Capital Gain Net Income$212,717CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$178,946AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,175,329NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042858DistributionYr1Rt
Adjusted Qlfy Distri Yr2$237,332AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,214,388NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056315DistributionYr2Rt
Adjusted Qlfy Distri Yr3$174,982AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,036,054NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043355DistributionYr3Rt
Adjusted Qlfy Distri Yr4$198,895AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,699,801NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053758DistributionYr4Rt
Adjusted Qlfy Distri Yr5$229,398AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,303,093NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053310DistributionYr5Rt
Total Distribution0.249596TotalDistributionRt
Average Distribution0.049919AverageDistributionRt
Net Vl Noncharitable Assets$4,423,851NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$220,834AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,437NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$223,271AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$202,509QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,875InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,875SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,875TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Tax Due$2,075TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SARAH M LINSLEYBusinessNameLine1
FieldValueIRS element (for citing)
Phone3127155000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60654ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MOLLY M GERBAZ
0362 WILLOW LN PO BOX 1325CARBONDALECO81623DIR/CHAIR0.50$0$0$0
LESLIE H MORNINGSTAR
PO BOX 342VIRGINIA CITYMT59755DIR/VP0.50$0$0$0
LARRY D GERBAZ
0362 WILLOW LN PO BOX 1325CARBONDALECO81623DIR/VP0.50$0$0$0
GARY H KLINE
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIRECTOR0.50$0$0$0
THOMAS A POLACHEK
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIRECTOR0.50$0$0$0
TERRY A SKWORCH
305 WYOMA LANESCHAUMBURGIL60193DIRECTOR0.50$0$0$0
KENNETH A ALGOZIN
133 HASTINGS AVEELK GROVE VILLAGEIL60007DIRECTOR0.50$0$0$0
LYDIA T WHITEHEAD
4824 CHEVY CHASE BLVDCHEVY CHASEMD20815DIRECTOR0.50$0$0$0
LESLIE ANN GERBAZ-BLUE
298 SILVER KING COURTGLENWOOD SPRINGSCO81601DIRECTOR0.50$0$0$0
ANNE K MORNINGSTAR
703 SOUTH THIRD WESTMISSOULAMT59801DIRECTOR0.50$0$0$0
SARAH M LINSLEY
300 N LASALLE ST SUITE 4000CHICAGOIL60654DIR/SECRETARY5.00$0$0$0
HEIDI KIMMEL
33 GAMBA DRIVEGLENWOOD SPRINGSIL81601DIRECTOR0.50$0$0$0
PATRICK J BITTERMAN
300 N LASALLE ST SUITE 4000CHICAGOIL60654TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1QUARLES & BRADY LLPBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60654ZIPCode
FieldValueIRS element (for citing)
Service TypeLEGAL/ACCTG/MANAGEMENTServiceTypeTxt
Compensation$109,144CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,215,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$275,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,491,219TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,491,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,368CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,423,851NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,193MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,193MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,875TaxBasedOnInvestmentIncomeAmt
Total Tax$4,875TotalTaxAmt
Distributable Before Adj$216,318DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$217,318DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$217,318DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$202,509ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$202,509QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$202,509AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$217,318DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$3,273ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,273TotalExcessDistributionCyovAmt
Qualifying Distributions$202,509QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$202,509AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,273ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,273ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$11,536UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARAH M LINSLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LASALLE ST SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60654ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3127155000RecipientPhoneNum
Form And Info And MaterialsSEE GRANT GUIDELINES, WHICH ARE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE GRANT GUIDELINES, WHICH ARE ATTACHEDSubmissionDeadlinesTxt
Restrictions On AwardsSEE GRANT GUIDELINES, WHICH ARE ATTACHEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY CONSULTANTS
426 S MADISON STREETCORTEZCO81321NONEPCGENERAL$1,000
ABILITY FOUNDATION
5236 S GREENPINE DRIVESALT LAKE CITYUT84123NONEPCGENERAL$2,500
ACCESS LIVING
115 WEST CHICAGO AVENUECHICAGOIL60654NONEPCGENERAL$2,000
ALICE LLOYD COLLEGE
100 PURPOSE ROADPIPPA PASSESKY41844NONEPCGENERAL$3,000
AMERICAN INTERCONTINENTAL UNIVERSITY-LEVAR MONROE
1750 E GOLF ROADSCHAUMBURGIL60173NONEPCGENERAL$2,000
ANIXTER CENTER
2001 N CLYBOURNE AVENUE STE 300CHICAGOIL60614NONEPCGENERAL$1,500
ANSONIA MUSIC OUTREACH
330 WADSWORTH AVENUE 2GNEW YORKNY10040NONEPCGENERAL$1,500
ASSOCIATION OF HORIZON INC
3712 NORTH BROADWAY 335CHICAGOIL60613NONEPCGENERAL$2,500
AXIS DANCE COMPANY
1428 ALICE STREETOAKLANDCA94612NONEPCGENERAL$2,000
BOYS HOPE GIRLS HOPE OF ILLINOIS
1100 N LARAMIE AVENUEWILMETTEIL60091NONEPCGENERAL$2,500
BOZEMAN SCHOOLS FOUNDATION
PO BOX 1803BOZEMANMT597711803NONEPCGENERAL$3,000
BUTTE COLLEGE FOUNDATION-GABRIELLE M HATHAWAY
3536 BUTTE CAMPUS DRIVEOROVILLECA95965NONEPCGENERAL$2,000
CAN DO CANINES ASSISTANCE DOGS
9440 SCIENCE CENTER DRIVCENEW HOPEMN55428NONEPCGENERAL$2,000
CATCHING THE DREAM
8200 MOUNTAIN ROAD NE SUITE 203ALBUQUERQUENM87110NONEPCGENERAL$2,500
CENTER FOR MUSIC FOR PEOPLE WITH DISABILITIES
415 WEST CENTRAL AVENUEWMISSOULAMT59801NONEPCGENERAL$2,000
CHESAPEAKE POTOMAC SPINA BIFIDA
PO BOX 1750ANNAPOLISMD21404NONEPCGENERAL$1,000
CHESAPEAKE THERAPEUTIC RIDING
PO BOX 475ABINGDONMD21009NONEPCGENERAL$2,000
COMMUNITY PREPARATORY SCHOOL
126 SOMERSET STREETPROVIDENCERI02907NONEPCGENERAL$1,000
NORTH CAROLINA UNIVERSITY-JIMALIE WATKINS
PO BOX 26170GREENSBORONC27402NONEPCGENERAL$1,762
CUMBERLAND COLLEGE
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY407691372NONEPCGENERAL$3,000
CUYAHOGA COMMUNITY COLLEGE-KEVIN BOERIO
700 CARNEIGIE AVENUECLEVELANDOH44115NONEPCGENERAL$1,000
ELLING HOUSE ARTS & HUMANITIES CENTER
404 EAST IDAHO STREETVIRGINIA CITYMT59755NONEPCGENERAL$3,700
EMERGENCY FAMILY ASSISTANCE ASSOCIATION
1575 YARMOUTH AVENUEBOULDERCO803040564NONEPCGENERAL$1,500
FRAMINGHAM STATE UNIVERSITY - STEPHANIE WILLIAMS
100 STATE STREET PO BOX 9101FRAMINGHAMMA017019101NONEPCGENERAL$1,500
EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC
PO BOX 273542BOCA RATONFL334273542NONEPCGENERAL$1,000
HELPING HANDS FOR MONKEYS
541 CAMBRIDGE STREETBOSTONMA02134NONEPCGENERAL$1,500
INSTITUTE FOR SPECIAL EDUCATION FOR SARA SCHENIRER SEMINARY - ROCHEL OZUR
4622 FOURTEENTH AVENUEBROOKLYNNY11219NONEPCGENERAL$2,600
INTERNATIONAL CRANE FOUNDATION
E-11376 SHADY LANE ROADBARABOOWI53913NONEPCGENERAL$5,000
INTERNATIONAL HEARING DOG INC
5901 EAST 89TH AVENUEHENDERSONCO80640NONEPCGENERAL$2,000
KSDS INC
124 W 7TH STREETWASHINGTONKS66968NONEPCGENERAL$1,000
LIBERTY UNIVERSITY-ELIZABETH ALBRIGHT
PO BOX 10425LYNCHBURGVA24506NONEPCGENERAL$500
LITTLE BIT THERAPEUTIC RIDING CENTER
19802 NE 148TH STREETWOODINVILLEWA98077NONEPCGENERAL$1,000
MARTIN METHODIST CHURCH-RACHEL COLLIER
433 WEST MADISON STREETPULASKITN384782799NONEPCGENERAL$2,000
MCDANIEL COLLEGE-KRISTOFER KEEFER
2 COLLEGE HILLWESTMINSTERMD211574390NONEPCGENERAL$1,033
MOUNT VERNON NAZARENE UNIVERSITY-CORRINE JORDON
800 MARTINSBURG ROADMOUNT VERNONOH43050NONEPCGENERAL$2,500
NEW ENGLAND YOUTH THEATRE
100 FLAT STREETBRATTLEBOROVT05301NONEPCGENERAL$1,000
NEW HORIZONS INDEPENDENT LIVING CENTER-CYNTHIA MORTON
8085 EAST MANLEY DRIVEPRESCOTT VALLEYAZ86314NONEPCGENERAL$5,450
OKLAHOMA BAPTIST UNIVERSITY - LAURA DAILY
500 WEST UNIVERSITYSHAWNEEOK74804NONEPCGENERAL$3,500
NEIL ARMSTRONG ELEMENTARY SCHOOL-PARENT TEACHER ORGANIZATION
1000 ST ROAD 144MOORESVILLEIN46158NONEPCGENERAL$1,000
PIKES PEAK THERAPEUTIC RIDING CENTER
13620 HALELUIAL TRAILELBERTCO80106NONEPCGENERAL$2,500
POST POLIO RESOURCE GROUOP OF SOUTHEASTERN WISCONSIN
PO BOX 13841MILWAUKEEWI532130814NONEPCGENERAL$3,000
PROVIDENCE ST MED SCHOOL
119 SOUTH CENTRAL PARK BLVDCHICAGOIL60624NONEPCGENERAL$2,000
RENAISSANCE SOCIAL SERVICES
333 NORTH OAKLEY BLVD SUITE 205CHICAGOIL60612NONEPCGENERAL$1,500
RMH SERVICES
1104 PITT AVENUEBRENERTONWA98310NONEPCGENERAL$1,500
ROSELAND TRAINING CENTER
235 EAST 136TH PLACECHICAGOIL608271816NONEPCGENERAL$2,000
SANTA CLARA UNIVERSITY - BRIAN LE
500 EL CAMINO REALSANTA CLARACA950530609NONEPCGENERAL$3,000
SECOND SENSE
65 E WACKER DRIVE SUITE 1010CHICAGOIL60601NONEPCGENERAL$1,500
SIMPLE CHANGES THERAPEUTIC RIDING CENTER
PO BOX 991LORTONVA22199NONEPCGENERAL$3,000
SOUTHERN METHODIST COLLEGE-EDNA ABRAHAM
541 BROUGHTON STREETORANGEBURGSC29115NONEPCGENERAL$1,300
SOUTHERN METHODIST COLLEGE
541 BROUGHTON STREETORANGEBURGSC29115NONEPCGENERAL$1,500
SPIRITHORSE THERAPEUTIC CENTER
960 POST OAK DRIVECORINTHTX76210NONEPCGENERAL$600
STARFISH LEARNING CENTER
1543 W HOWARD STREETCHICAGOIL60626NONEPCGENERAL$1,500
STILL POINT THEATRE COLLECTIVE
4300 N HERMITAGECHICAGOIL60614NONEPCGENERAL$2,000
SUMMIT ASSISTANCE DOGS
PO BOX 699ANACORTESWA98221NONEPCGENERAL$1,000
TELLIN' TALES THEATER
360 E RANDOLPH STREET 1006CHICAGOIL60601NONEPCGENERAL$1,500
TEXAS HEARING & SERVICE DOGS
4803 RUTHERGLENAUSTINTX78749NONEPCGENERAL$1,000
THE GEORGE WASHINGTON UNIVERSITY - NOAH YOSIF
2121 I STREET NWWASHINGTONDC20052NONEPCGENERAL$3,000
TOTALLY POSITIVE PRODUCTIONS INC
7157 S PRINCETON AVENUECHICAGOIL60621NONEPCGENERAL$1,000
TUESDAY'S CHILD
4028 W IRVING PARK ROADCHICAGOIL60641NONEPCGENERAL$1,500
VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
60 KIMBALL AVENUESOUTH BURLINGTONVT05403NONEPCGENERAL$1,000
VIRTUE HUMANITARIAN NUTRITION CENTER
PO BOX 3376MONTGOMERYAL36109NONEPCGENERAL$500
WELLSPRING
16742 LAMPHEREDETROITMI48219NONEPCGENERAL$2,000
WHEELS FOR HUMANITY
12750 RAYMER STREET UNIT 4NORTH HOLLYWOODCA91605NONEPCGENERAL$2,500
YOUTH CROSSROADS INC
6412 WEST 27TH STREETBERWYNIL60402NONEPCGENERAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,445TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,014ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$212,717ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$275,731ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$275,731TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryQUARLES & BRADY-INVESTMENT ADMINISTRATION & ACCOUNTINGCategoryTxt
Amt$40,241Amt
Net Investment Income$30,181NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,060DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CB-AMPHENOL 4.75%11/15/14$25,498$25,864
CB-ANHEUSER BUSCH 2.875% 2/15/16$25,010$26,134
CB-BUNGE LTD FIN 4.1% 3/15/16$25,612$26,404
CB-CONAGRA FOODS 1.9% 1/25/18$50,463$49,332
CB-ECOLAB 3% 12/8/16$52,727$52,452
CB-GENERAL ELECTRIC 4.65% 10/17/21$51,170$54,668
CB-GLAXOSMITHKLINE 1.5% 5/8/17$25,229$25,054
CB-HEWLETT PACKARD 4.3% 6/1/21$50,708$50,282
CB-INTEL 1.95% 10/1/16$25,694$25,753
CB-MCDONALD 5.8% 10/15/17$55,622$57,629
CB-MOLSON COORS 3.5% 2/1/22$26,078$24,538
CB-PEPSICO 5% 6/1/18$26,630$28,161
CB-SHELL INTL FIN 4.375% 3/25/20$25,794$27,337
CB-STATOILHYDRO ASA 2.9% 10/15/14$25,229$25,501
CB-VERIZON 5.5% 2/15/18$28,817$28,262

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$43,103$70,125
ABB LTD$24,556$47,808
ABBOTT LABS$3,050$34,497
ABBVIE INC$13,117$63,372
APACHE$31,742$85,940
APPLE$44,794$280,510
BROADVIEW OPPORT FUND (FMI FOCUS)$486,261$633,063
BP$28,569$84,679
CATERPILLAR$24,520$56,756
CHEVRON$64,833$115,542
CME GROUP$44,779$78,460
COLUMBIA ACORN INTL FD$274,787$509,966
DEERE$32,200$91,330
DUPONT$35,798$74,716
EATON VANCE GREATER INDIA FD$78,753$57,181
FORD MOTOR$8,464$30,860
GOOGLE$51,828$207,331
IBM$27,743$67,525
INTEL$12,162$12,978
JOHNSON & JOHNSON$60,199$91,590
LONGLEAF PARTNERS FD$416,624$522,954
LONGLEAF PARTNERS INTL FD$270,844$242,270
MANAGERS FRONTIER SM CAP FD$32,667$38,487
MANAGERS INST MICRO CAP FD$115,718$111,725
MICROSOFT$26,878$37,410
MONSANTO$37,933$58,275
NOBLE$24,421$37,470
ORACLE$38,361$71,164
PEPSICO$30,707$49,764

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$109,899USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$117,554USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VIRXSYSAT COST$0$0
ZOUNDS SERIES B (NEW)AT COST$37,500$37,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryQUARLES & BRADY-LEGAL AND TAX RETURN PREPCategoryTxt
Legal Fees$11,107LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,107DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$24Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ILLINOIS CHARITY BUREAU FUND$15$0$15
SECRETARY OF STATE FEE(CT CORP)$86$0$86
MISC FEES$51$51$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SEGALL BRYANT FEES$1,760$1,760$0
QUARLES & BRADY-GRANT MAKING & MANAGEMENT$57,796$0$57,796

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$4,293Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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