THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349101273
- 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
- Schedule B
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T10:11:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIFF HARDIN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DR STE 6600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606066360 | 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 | 367156974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALLAGHER FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O D STETTER-SCHIFF HARDIN LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 8472718803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE SUITE 6600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER A GALLAGHER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8472718803 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA L STETTER | PreparerPersonNm |
| PTIN | P00986927 | PTIN |
| Phone | 3122585500 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| 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 | $4,886,778 | 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 | $451,833 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43,177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,177 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,853,186 | GrossSalesPriceAmt |
| Total Rev And Expnss | $543,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,350 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,603 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,603 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $881 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $881 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $540,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $442,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,812 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $303,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,585,389 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,171,048 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $931,927 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $891,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,638,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,777,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,881,834 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,555,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,540,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,886,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $666,905 | CapitalStockBOYAmt |
| Capital Stock EOY | $666,905 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,888,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,873,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,555,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,555,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,540,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,555,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,228 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,540,542 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 GE CAPITAL CORP 4.8% 5/1/13 | D | 2012-12-03 | 2013-05-01 | $100,000 | $101,810 | -$1,810 | -$1,810 |
| 100,000 JPMORGAN CHASE 4.75% 5/1/13 | D | 2012-12-03 | 2013-05-01 | $100,000 | $101,776 | -$1,776 | -$1,776 |
| 17,000 YALE U 2.9% 10/15/14 | P | 2012-12-03 | 2013-03-15 | $17,692 | $17,768 | -$76 | -$76 |
| 17,000 YALE U 2.9% 10/15/14 | P | 2012-12-03 | 2013-03-15 | $17,670 | $17,768 | -$98 | -$98 |
| 51,227.776 VANGUARD INT TERM INV GR | P | 2012-12-03 | 2013-06-21 | $499,983 | $537,923 | -$37,940 | -$37,940 |
| 58,094.061 VANGUARD HI YLD CORP BD | P | 2012-12-03 | 2013-06-21 | $345,079 | $352,734 | -$7,655 | -$7,655 |
| 48,971.793 VANGUARD ST INVEST GR BD | P | 2012-07-02 | 2013-06-21 | $522,039 | $532,737 | -$10,698 | -$10,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,842 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$60,053 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,762,152 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,448,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,128 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,430,519 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,196 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,304,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,481,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055035 | DistributionYr5Rt |
| Total Distribution | 0.495506 | TotalDistributionRt |
| Average Distribution | 0.099101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,839,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $479,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $480,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $548,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,374 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,374 | SubtotalAmt |
| Tax Based On Investment Income | $1,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $761 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $761 | TotalPaymentsAndCreditsAmt |
| Tax Due | $613 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CECILE WOOSTER | IndividualWithBooksNm |
| Phone | 8472718803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 CHESTNUT STREET | AddressLine1 |
| City | WINNETKA | City |
| State | IL | State |
| ZIP Code | 60093 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER A GALLAGHER | ||||||||
| 600 WINDSOR DRIVE | GLENVIEW | IL | 60025 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY G JOHNSON | ||||||||
| 1030 GREENWOOD AVENUE | WILMETTE | IL | 600911754 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,024,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $888,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,913,204 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,913,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,839,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,374 | TotalTaxAmt |
| Distributable Before Adj | $240,601 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,509 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $548,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,374 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $547,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,601 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $88,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,658 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,509 | QualifyingDistributionsAmt |
| Applied To Current Year | $240,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307,908 | RemainingDistriFromCorpusAmt |
| Total Corpus | $396,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $396,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $88,658 | ExcessFromYear1Amt |
| Excess From Current Year | $307,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CECILE WOOSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1 |
| City | WINNETKA | City |
| State | IL | State |
| ZIP Code | 60093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472718803 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS ONLY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BOYS HOPEGIRLS HOPE | ||||||||
| 1100 N LARAMIE | 1100 N LARAMIE | WILMETTE | IL | 60091 | NONE | PC | EDUCATIONAL | $50,000 |
| CATHOLIC CHARITIES | ||||||||
| 721 N LA SALLE STREET | 721 N LASALLE ST | CHICAGO | IL | 60654 | NONE | PC | RELIGIOUS | $20,000 |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON STREET | 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PC | HUMANITARIAN AID | $50,000 |
| ONE HOPE UNITED | ||||||||
| 111 E WACKER DRIVE 325 | 111 E WACKER DR STE 325 | CHICAGO | IL | 60601 | NONE | PC | CHILD ABUSE PREVENTION | $35,000 |
| FRIENDS OF JOHN PAUL II FAMILY CTR | ||||||||
| 491 WESTWOOD DRIVE | 491 WESTWOOD DR | STEUBENVILLE | OH | 43952 | NONE | PC | RELIGIOUS/HUMANITARIAN AID | $10,000 |
| NORTHWESTERN UNIVERSITY | ||||||||
| 420 E SUPERIOR | 420 E SUPERIOR | CHICAGO | IL | 60611 | NONE | PC | RHEUMATOLOGY RESEARCH | $175,000 |
| YOUTH CHORAL THEATRE OF CHICAGO | ||||||||
| 708 CHURCH ST | 708 CHURCH ST | EVANSTON | IL | 60201 | NONE | PC | CULTURAL | $10,000 |
| CHICAGO JESUIT ACADEMY | ||||||||
| 5058 W JACKSON BLVD | 5058 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PC | UNDERPRIVILEGED EDUCATION | $10,000 |
| MISERICORDIA HEART OF MERCY | ||||||||
| 6300 N RIDGE AVENUE | 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | PC | DEVELOPMENTALLY DISABLED SERVICES | $25,000 |
| LITTLE BROTHERS FRIENDS OF THE | ||||||||
| 355 N ASHLAND AVENUE | 355 N ASHLAND | CHICAGO | IL | 60607 | NONE | PC | SERVICES TO ELDERLY | $10,000 |
| MARYKNOLL FATHERS MISSION SOCIETY | ||||||||
| PO BOX 302 | PO BOX 302 | MARYKNOLL | NY | 10545 | NONE | PC | RELIGIOUS | $10,000 |
| JOSEPHINIUM ACADEMY | ||||||||
| 1501 N OAKLEY BLVD | 1501 N OAKLEY | CHICAGO | IL | 60622 | NONE | PC | EDUCATIONAL | $20,000 |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | CULTURAL | $10,000 |
| AMERICAN RED CROSS | ||||||||
| 2200 W HARRISON ST | 2200 W HARRISON | CHICAGO | IL | 60612 | NONE | PC | PHILLIPINE DISASTER RELIEF | $20,000 |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 WALL ST 16TH FLR | 120 WALL ST | NEW YORK | NY | 100053904 | NONE | PC | CHILDREN'S HEALTH | $25,000 |
| SOCIETY OF THE DIVINE WORD | ||||||||
| PO BOX 6038 | PO BOX 6038 | TECHNY | IL | 60082 | NONE | PC | RELIGIOUS | $10,000 |
| ERIKA'S LIGHTHOUSE | ||||||||
| 897 1/2A GREEN BAY ROAD | 897 1/2A GREEN BAY RD | WINNETKA | IL | 60093 | NONE | PC | ADOLESCENT MENTAL HEALTH | $10,000 |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | CULTURAL | $10,000 |
| SHEDD AQUARIUM | ||||||||
| 1200 S LAKE SHORE DRIVE | 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | CULTURAL | $10,000 |
| ROSALIE MANOR COMMUNITY FAMILY | ||||||||
| 2819 W HIGHLAND BLVD | 2819 W HIGHLAND BLVD | MILWAUKEE | WI | 53208 | NONE | PC | COMMUNITY SERVICE | $10,000 |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE PO BO | 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PC | DISASTER RELIEF | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $540,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,177 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$55,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,350 | ExclusionAmt |
| Related Or Exempt Function Incm | -$55,902 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,448 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF MARY CLAIRE GALLAGHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JENNIFER GALLAGHER | AddressLine1 |
| Address Line2 | 600 WINDSOR DRIVE | AddressLine2 |
| City | GLENVIEW | City |
| State | IL | State |
| ZIP Code | 60025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $451,833 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| JENNIFER A GALLAGHER |
| MARY G JOHNSON |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 23,031.177 VANGUARD ST INVEST GR BD | AssetDesc |
| Acquired | 2010-03 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-06 | SoldDt |
| Gross Sales Price | $245,512 | GrossSalesPriceAmt |
| Basis | $246,572 | BasisAmt |
| Total Net | -$1,060 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND PORTFOLIO | BondNm |
| EOY Book Value | $931,927 | EOYBookValueAmt |
| EOYFMV | $891,743 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 33,782SH ARTHUR J. GALLAGHER & CO. | StockNm |
| EOY Book Value | $303,345 | EOYBookValueAmt |
| EOYFMV | $1,585,389 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ST INVEST GRADE BD FD | AT COST | ||
| VANGUARD INT TERM INVEST GRADE BD FD | AT COST | ||
| VANGUARD HIGH YIELD CORP BD FD | AT COST | ||
| FIDELITY FLOATING RATE HI INC FD | AT COST | $101,743 | $101,946 |
| PIMCO UNCONSTRAINED BOND FD INST | AT COST | $402,725 | $395,867 |
| VANGUARD FTSE ALL WORLD EX-US ETF | AT COST | $1,019,805 | $1,102,374 |
| VANGUARD TOTAL STK MKT ETF | AT COST | $253,185 | $281,647 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHIFF HARDIN LLP-LEGAL FEES | CategoryTxt |
| Legal Fees | $7,603 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,603 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| WIRE TRANSFER FEES | $25 | $25 | |
| INVESTMENT ADVISORY FEES | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 2013 ESTIMATED EXCISE TAX | $761 | $761 |
| IL CHARITY BUREAU ANNUAL REPORT | $15 | $15 |
| 2012 EXCISE TAX BALANCE DUE | $105 | $105 |
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