RIORDAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RIORDAN FAMILY FOUNDATION (EIN 30-6000348)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201441289349100239
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:20:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH MICHIGAN AVE SUITE 1700 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | 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 | 306000348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL T RIORDAN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MICHAEL T RIORDAN TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL T RIORDAN | InCareOfNm |
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9202953365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W3563 MEREDITH LANE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | GREEN LAKE | City |
| State | WI | State |
| ZIP Code | 549419650 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T RIORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9202953366 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew Basney | PreparerPersonNm |
| Phone | 3126420006 | PhoneNum |
| 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 | $10,412,903 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $175,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $533,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,829,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $533,662 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $709,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $709,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,883 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,442 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,441 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,535 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $57,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,535 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,441 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645,746 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $361,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,169 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,179,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,538,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,177,734 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,541,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,773,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,412,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,541,247 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,773,339 | CapitalStockEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,541,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,773,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,541,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,773,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,541,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,042 | OtherIncreasesAmt |
| Subtotal | $8,773,339 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,773,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STATE STREET #AR0234 - SEE ATTACHED | P | 2013-01-01 | 2013-12-31 | $44,277 | $31,698 | $12,579 | $12,579 |
| STATE STREET #AR0234 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $39,312 | $22,354 | $16,958 | $16,958 |
| STATE STREET #AR0234 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $128,241 | $68,489 | $59,752 | $59,752 |
| 1162.232 SHS - FPA CRESCENT FUND | P | 2013-01-02 | 2013-02-25 | $34,019 | $33,228 | $791 | $791 |
| 10,282.934 SHS - FPA CRESCENT FUND | P | 2011-01-01 | 2013-02-25 | $300,981 | $284,645 | $16,336 | $16,336 |
| STATE STREET #AR0237 - SEE ATTACHED | P | 2013-01-01 | 2013-12-31 | $168,227 | $145,583 | $22,845 | $22,644 |
| STATE STREET #AR0237 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $76,206 | $62,347 | $13,892 | $13,859 |
| STATE STREET #AR0237 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $228,158 | $81,444 | $146,714 | $146,714 |
| STATE STREET #AR0238 - SEE ATTACHED | P | 2013-01-01 | 2013-12-31 | $97,445 | $87,927 | $9,518 | $9,518 |
| STATE STREET #AR0238 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $38,118 | $29,905 | $8,716 | $8,213 |
| STATE STREET #AR0238 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $164,893 | $85,939 | $78,954 | $78,954 |
| STATE STREET #AR0241 - SEE ATTACHED | P | 2013-01-01 | 2013-12-01 | $93,998 | $81,502 | $12,496 | $12,496 |
| STATE STREET #AR0241 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $54,875 | $46,411 | $8,478 | $8,464 |
| STATE STREET #AR0241 - SEE ATTACHED | P | 2011-01-01 | 2013-12-31 | $23,977 | $16,269 | $7,708 | $7,708 |
| 6.4 PUT ON SPX 12/21/13 @ 1300.00 | P | 2013-06-20 | 2013-12-27 | $0 | $10,138 | -$10,138 | -$10,138 |
| 9.6 PUT ON SPX 12/21/13 @ 1300.00 | P | 2012-01-02 | 2013-12-27 | $0 | $15,207 | -$15,207 | -$15,207 |
| STATE STREET #AR4899 - SEE ATTACHED | P | 2013-01-01 | 2013-12-31 | $1,224,571 | $1,202,147 | $38,609 | $22,424 |
| USCI FUND - PTP 1256 LOSS | P | 2013-01-01 | 2013-12-31 | -$2,906 | |||
| USCI FUND - PTP 1256 LOSS | P | 2012-01-01 | 2013-12-31 | -$4,359 | |||
| CAPITAL GAIN DIVIDENDS | P | $111,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $533,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $453,414 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,379,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $445,487 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,485,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,598 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,026,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $546,147 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,148,643 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $628,429 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,925,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057519 | DistributionYr5Rt |
| Total Distribution | 0.264784 | TotalDistributionRt |
| Average Distribution | 0.052957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,918,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $525,272 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $531,729 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $452,441 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,915 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,915 | SubtotalAmt |
| Tax Based On Investment Income | $12,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $521 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL T RIORDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9202953366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W3563 MEREDITH LANE | AddressLine1 |
| City | GREEN LAKE | City |
| State | WI | State |
| ZIP Code | 549419650 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T RIORDAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16127 FOREST OAKS DRIVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,660,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,069,889 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,069,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,918,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $495,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $495,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,915 | TotalTaxAmt |
| Distributable Before Adj | $483,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $483,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $483,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,441 | 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 | $452,441 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $452,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $446,958 | 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 | $452,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $446,958 | AppliedToYear1Amt |
| Applied To Current Year | $5,483 | 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 | $477,544 | 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 | MICHAEL T RIORDAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ST AGNES CHURCH | ||||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | NONE | PC | TO FURTHER PROGRAM SERVICES | $6,000 | |
| ST JAMES HOSPITAL | ||||||||
| 1423 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | NONE | PC | TO FURTHER PROGRAM SERVICES | $4,500 | |
| COMMONWEALTH MAGAZINE | ||||||||
| 476 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | ROOM 405 |
| CATHOLIC CHARITIES OF ARCHDIOCESE OF CHICAGO | ||||||||
| 721 NORTH LASALLE | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,500 | |
| CATHOLIC CHARITIES DIOCESE OF VENICE | ||||||||
| PO BOX 2116 | VENICE | FL | 34285 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | 1000 PINEBROOK ROAD |
| OUR LADY OF LOURDES CATHOLIC CHURCH | ||||||||
| PARISH OFFICE | DE PERE | WI | 54115 | NONE | PC | TO FURTHER PROGRAM SERVICES | $3,000 | 1307 LOURDES AVENUE |
| HOUSE OF HOPE | ||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 | |
| FREEDOM HOUSE MINISTRIES | ||||||||
| 2997 SAINT ANTHONY DRIVE | GREEN BAY | WI | 54311 | NONE | PC | TO FURTHER PROGRAM SERVICES | $20,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | TO FURTHER PROGRAM SERVICES | $40,000 | |
| GREEN LAKE ASSOCIATION | ||||||||
| 492 HILL STREET STE 105 | GREEN LAKE | WI | 54941 | NONE | PC | TO FURTHER PROGRAM SERVICES | $80 | PO BOX 364 |
| RIPON AREA UNITED WAY | ||||||||
| PO BOX 71 | RIPON | WI | 54971 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| BROWN COUNTY UNITED WAY | ||||||||
| PO BOX 1593 | GREEN BAY | WI | 54305 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| HOPE HOSPICE | ||||||||
| 9470 HEALTH PARK CIRCLE | FORT MYERS | FL | 33908 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| RUTH HELF CHILDREN'S LEARNING CENTER | ||||||||
| HK PARTNERS LLC | MILWAUKEE | WI | 532191122 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | 7840 W HICKS STREET |
| UNITY HOSPICE & PALLIATIVE CARE | ||||||||
| 2366 OAK RIDGE CIRCLE | DE PERE | WI | 54115 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| NEW COMMUNITY CLINIC | ||||||||
| 622 BODART STREET | GREEN BAY | WI | 54301 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 | |
| MARIAN CATHOLIC HIGH SCHOOL | ||||||||
| 700 ASHLAND AVENUE | CHICAGO HEIGHTS | IL | 60411 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 10 WEST 17TH STREET | NEW YORK | NY | 100115765 | NONE | PC | TO FURTHER PROGRAM SERVICES | $750 | |
| CHICAGO PUBLIC RADIO | ||||||||
| NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | 848 EAST GRAND AVENUE |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| WGCU PUBLIC MEDIA | ||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 339656565 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | |
| GOLDEN HOUSE | ||||||||
| PO BOX 727 | GREEN BAY | WI | 54305 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 | |
| LIFELINE FAMILY CENTER INC | ||||||||
| 907 SE 5TH AVENUE | CAPE CORAL | FL | 33990 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| NAMI FL | ||||||||
| 6216 TRAIL BOULEVARD BUILDING C | NAPLES | FL | 34108 | NONE | PC | TO FURTHER PROGRAM SERVICES | $7,500 | |
| NAMI OSHKOSH | ||||||||
| PO BOX 3303 | OSHKOSH | WI | 54903 | NONE | PC | TO FURTHER PROGRAM SERVICES | $7,500 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| PO BOX 13483 | TAMPA | FL | 33681 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| COMMUNITY PREGNANCY CLINICS | ||||||||
| PO BOX 7608 | NAPLES | FL | 34101 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| GREEN LAKE COUNTY AREA UNITED FUND | ||||||||
| PO BOX 203 | BERLIN | WI | 549230203 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | ||||||||
| MAIL STOP 3050 | MILWAUKEE | WI | 53201 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | PO BOX 1997 |
| COOPER RIIS HEALING FARM | ||||||||
| 101 HEALING FARM LANE | MILL SPRING | NC | 28756 | NONE | PC | TO FURTHER PROGRAM SERVICES | $40,000 | |
| ST JOHN THE BAPTIST | ||||||||
| 1211 WEST MAIN STREET | PRINCETON | WI | 54968 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | ||||||||
| 1305 LOURDES AVENUE | DE PERE | WI | 54115 | NONE | PC | TO FURTHER PROGRAM SERVICES | $27,000 | |
| THE CHILDREN'S HOSPITAL OF SW FLORIDA | ||||||||
| PO BOX 2218 | FORT MEYERS | FL | 33902 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| AFCAAM | ||||||||
| 3681 MICHIGAN AVE | FORT MYERS | FL | 33916 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| MOTHER BEAR CAN | ||||||||
| FOUNDATION FOR EXCELLENCE IN MENTAL | WILSONVILLE | OR | 97070 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | 29100 SW TOWN CENTER LOOP W |
| THE KEY EVENT | ||||||||
| PO BOX 5391 | DE PERE | WI | 541155391 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| VNA HOSPICE HOUSE | ||||||||
| 901 37TH STREET | VERO BEACH | FL | 32960 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| ST JOHN THE EVANGELIST HOMELESS SHELTER | ||||||||
| PO BOX 1743 | GREEN BAY | WI | 54305 | NONE | PC | TO FURTHER PROGRAM SERVICES | $9,320 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | TO FURTHER PROGRAM SERVICES | $40,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | TO FURTHER PROGRAM SERVICES | $35,000 | |
| HOLLYWOOD SCHOOLHOUSE | ||||||||
| 1233 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NONE | PC | TO FURTHER PROGRAM SERVICES | $7,500 | |
| PEOPLE ASSISTING THE HOMELESS | ||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | TO FURTHER PROGRAM SERVICES | $17,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,583 | 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 | $533,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $709,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,258 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET - HARRIS | $649,439 | $1,104,806 |
| STATE STREET - SANDS | $524,949 | $1,138,231 |
| STATE STREET - ADVISORY | $431,377 | $579,435 |
| STATE STREET - MUTUAL FUND | $5,998,136 | $6,292,169 |
| STATE STREET - EAGLE | $569,510 | $683,281 |
| STATE STREET - GOOD HARBOR | $364,759 | $379,812 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $55,203 | $55,203 |
| BANK FEES | $71 | $71 |
| USCI FUND - PTP K-1 LOSS | $2,261 | $2,261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK-TAX REPORTING DIFFERENCES | Description |
| Amount | $43,042 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,535 | $3,535 |
| FEDERAL EXCISE TAX | $4,255 |