FENWICK FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FENWICK FOUNDATION INC (EIN 36-4480419)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-22
IRS object ID
201443569349300424
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)
Return2014-12-22T12:17:09-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362985665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S MEYERS RD SUITE 500AddressLine1
CityOAKBROOK TERRACECity
StateILState
ZIP Code601815209ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364480419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FENWICK FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFENWBusinessNameControlTxt
Phone7083860127PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WASHINGTON BLVDAddressLine1
CityOAK PARKCity
StateILState
ZIP Code60302ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN WATTSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7083860127PhoneNum
Signature2014-12-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT C TERMINEPreparerPersonNm
PTINP00137961PTIN
Phone6305454500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN WATTSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WASHINGTON BLVDAddressLine1
CityOAK PARKCity
StateILState
ZIP Code60302ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,569,083GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FENWICK.PVT.K12.IL.USWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1929FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO HELP SUPPORT FENWICK HIGH SCHOOL AND ITS ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,433PYContributionsGrantsAmt
CY Contributions Grants$12,702CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$761,655PYInvestmentIncomeAmt
CY Investment Income$642,669CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$771,088PYTotalRevenueAmt
CY Total Revenue$655,371CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$189,865CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$500,990PYOtherExpensesAmt
CY Other Expenses$173,980CYOtherExpensesAmt
PY Total Expenses$500,990PYTotalExpensesAmt
CY Total Expenses$363,845CYTotalExpensesAmt
PY Revenues Less Expenses$270,098PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$291,526CYRevenuesLessExpensesAmt
Total Assets BOY$15,251,163TotalAssetsBOYAmt
Total Assets EOY$16,862,087TotalAssetsEOYAmt
Total Liabilities BOY$1,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,946TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,249,746NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,837,141NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFENWICK FOUNDATION, INC. SUPPORTS FENWICK HIGH SCHOOL AND ITS ACTIVITIES. FENWICK HIGH SCHOOL IS A COLLEGE PREPATORY EDUCATIONAL CENTER WHERE YOUNG MEN AND WOMEN ARE CHALLENGED TO GROW TOWARD THEIR POTENTIAL THROUGH HEIGHTENED AWARENESS OF CHRISTIAN COMMUNITY AND A FUNDAMENTAL KNOWLEDGE OF ACADEMIC DISCIPLINES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$363,845ExpenseAmt
Grant$189,865GrantAmt
DescTO HELP SUPPORT FENWICK HIGH SCHOOL, INC. AND ITS ACTIVITIES.Desc
Total Program Service Expenses$363,845TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTER MORRISSEYBusinessNameLine1
FieldValueIRS element (for citing)
Phone6305711900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 SPRING ROADAddressLine1
CityOAK BROOKCity
StateILState
ZIP Code60523ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WALTER MORRISSEY
VICE-PRESIDENT/SECRETARY2.00Yes (X)Yes (X)$0$0$0
CHARLES WOLENDE
DIRECTOR2.00Yes (X)$0$0$0
LORETTA COONEY
DIRECTOR1.00Yes (X)$0$0$0
DENNIS HIFFMAN
DIRECTOR1.00Yes (X)$0$0$0
SALLY PORTER
DIRECTOR1.00Yes (X)$0$0$0
DAN WATTS
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$12,702AllOtherContributionsAmt
Total Contributions$12,702TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$387,670TotalRevenueColumnAmt
Exclusion$387,670ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,168,711SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,913,712SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$254,999SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$254,999TotalRevenueColumnAmt
Exclusion$254,999ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$655,371TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$642,669ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$189,865TotalAmt
Program Services$189,865ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,328TotalAmt
Program Services$11,328ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,600TotalAmt
Program Services$9,600ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,516TotalAmt
Program Services$13,516ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BOND COMMISSION EXPENSE$139,509$139,509
FEES & PENALTIES$24$24
BANK CHARGES AND FEES$3$3

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$363,845TotalAmt
Program Services$363,845ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$327,525BOYAmt
EOY$159,907EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,469,616BOYAmt
EOY$1,372,685EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,206BOYAmt
EOY$22,391EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,260,035BOYAmt
EOY$15,095,449EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$183,781BOYAmt
EOY$211,655EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,251,163BOYAmt
EOY$16,862,087EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,417BOYAmt
EOY$24,946EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,417BOYAmt
EOY$24,946EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,769,400BOYAmt
EOY$10,405,119EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,055,621BOYAmt
EOY$964,721EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,424,725BOYAmt
EOY$5,467,301EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,249,746BOYAmt
EOY$16,837,141EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,251,163BOYAmt
EOY$16,862,087EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$291,526ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,328,269NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$32,400OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,618CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,788CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,433CurrentTaxYearMinus1YearAmt
Current Tax Year$12,702CurrentTaxYearAmt
Total$375,637TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,618CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,788CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,433CurrentTaxYearMinus1YearAmt
Current Tax Year$12,702CurrentTaxYearAmt
Total$375,637TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$375,637PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$328,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$761,655CurrentTaxYearMinus1YearAmt
Current Tax Year$642,669CurrentTaxYearAmt
Total$2,172,544TotalAmt
FieldValueIRS element (for citing)
Total Support$2,548,181TotalSupportAmt
Public Support CY1700.14740PublicSupportCY170Pct
Public Support PY1700.27200PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestIN ORDER FOR THE ORGANIZATION TO MEET THE FACTS-AND-CIRCUMSTANCES TEST THE REQUIREMENTS OF REGULATIONS 1.170A-9(F)(3)(I) AND (II) MUST BE MET. FOR THE CURRENT REPORTING YEAR THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS 14.74% AND FOR THE PRIOR YEAR IT WAS 27.20% WHICH EXCEED THE REQUIRED 10% SUPPORT LIMITATION AS STATED IN THE REGULATIONS.FOR FISCAL YEAR ENDED JUNE 30, 2014 THE FOUNDATION DID NOT LAUNCH ANY NEW MAJOR FUND RAISING CAMPAIGNS AS WE WERE PREPARING TO EVALUATE OUR STRUCTURE AND HOW TO BETTER SERVE THE NEEDS OF FENWICK HIGH SCHOOL. PLEDGE PAYMENTS WERE RECEIVED DURING THE YEAR FOR A PRIOR CAMPAIGN THAT WILL CONTINUE INTO FUTURE YEARS. DURING FY 2015 THE FOUNDATION WILL BE EVALUATING ITS PROPER TAX STRUCTURE UNDER IRS REGULATIONS AND ITS RELATIONSHIP WITH FENWICK HIGH SCHOOL.THE FENWICK FOUNDATION IS SERVED BY A BOARD OF DIRECTORS THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE BOARD DIRECTS THE EFFORTS OF THE FOUNDATION TO SUPPORT ALL THE ACTIVITIES OF FENWICK HIGH SCHOOL INCLUDING THE STEWARDSHIP OF THE COLLATERAL SECURING THE BONDS THAT WERE ISSUED TO IMPROVE THE PHYSICAL PLANT OF THE SCHOOL. FENWICK HIGH SCHOOL IS A COLLEGE PREPARATORY EDUCATIONAL CENTER WHERE YOUNG MEN AND WOMEN ARE CHALLENGED TO GROW TOWARD THEIR POTENTIAL THROUGH HEIGHTENED AWARENESS OF CHRISTIAN COMMUNITY AND A FUNDAMENTAL KNOWLEDGE OF ACADEMIC DISCIPLINE. THE OVERALL COMPOSITION OF THE BOARD CONTRIBUTES TO THE ACHIEVEMENT OF THIS MISSION BY PROVIDING A BROAD RANGE OF EXPERTISE. FOLLOWING IS A LIST OF BOARD MEMBERS AND THEIR OCCUPATIONS/QUALIFICATIONS:LORETTA COONEY - BOARD PRESIDENT - DANIEL MURPHY SCHOLARSHIP FUNDDENNIS HIFFMAN - CHAIRMAN, NAI HIFFMAN (COMMERCIAL REAL ESTATE)WALTER MORRISSEY - ATTORNEY, LILLIG & THORSNESS, LTDSALLY PORTER - BOARD MEMBER, HINSDALE HOSPITAL FOUNDATIONDANIEL WATTS - PRESIDENT, FOREST PARK NATIONAL BANKCHARLES WOLANDE - PARTNER, PCW INVESTMENTSFactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,863,078BeginningYearBalanceAmt
Investment Earnings Or Losses$189,865InvestmentEarningsOrLossesAmt
Other Expenditures$147,289OtherExpendituresAmt
End Year Balance$6,905,654EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,636,330BeginningYearBalanceAmt
Other Expenditures-$226,748OtherExpendituresAmt
End Year Balance$6,863,078EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,566,244BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Other Expenditures-$68,586OtherExpendituresAmt
End Year Balance$6,636,330EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,590,109BeginningYearBalanceAmt
Contributions$2,260ContributionsAmt
Other Expenditures$26,125OtherExpendituresAmt
End Year Balance$6,566,244EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,610,513BeginningYearBalanceAmt
Contributions$24,373ContributionsAmt
Investment Earnings Or Losses$80,111InvestmentEarningsOrLossesAmt
Other Expenditures$124,888OtherExpendituresAmt
End Year Balance$6,590,109EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,951,240TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,328,269NetUnrealizedGainsInvstAmt
Other Revenue-$32,400OtherRevenueAmt
Revenue Not Reported$1,295,869RevenueNotReportedAmt
Revenue Subtotal$655,371RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$655,371TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$363,845TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$363,845ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$363,845TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION EVALUATES ITS EXPOSURE FOR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. AS OF JUNE 30, 2014, THERE WERE NO LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -32,400.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FENWICK HIGH SCHOOLBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line136-1066828AddressLine1
CityOAK PARKCity
StateILState
ZIP Code60302ZIPCode
FieldValueIRS element (for citing)
Recipient EIN361066828RecipientEIN
Cash Grant$189,865CashGrantAmt
Purpose Of GrantPROVIDE FUNDS TO SUPPORT FENWICK HIGH SCHOOL AND ALL OF ITS ACTIVITIES.PurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 IS REVIEWED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST TO THE FOUDNATION'S SECRETARY.
FORM 990, PART XI, LINE 9:UNCOLLECTIBLE PLEDGES -32,400.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FENWICK HIGH SCHOOLBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line136-1066828AddressLine1
CityOAK PARKCity
StateILState
ZIP Code60302ZIPCode
FieldValueIRS element (for citing)
EIN361066828EIN
Primary ActivitiesCOLLEGE PREPATORY EDUCATION FOR STUDENTS IN GRADES 9-12.PrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FENWICK HIGH SCHOOL
B$189,865CASH PROVIDED
FENWICK HIGH SCHOOL
Q$121,575CASH PROVIDED

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