THE ROBERT E GALLAGHER CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT E GALLAGHER CHARITABLE TRUST (EIN 36-7180671)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349100327
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:13:52-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIESBOER CIOLINO & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367180671 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT E GALLAGHER | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROBERT E GALLAGHER JR | InCareOfName |
| Name Control | ROBE | NameControl |
| Phone | 6302853700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARTHUR J GALLAGHER CO | AddressLine1 |
| Address Line2 | TWO PIERCE PLACE Suite | AddressLine2 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E GALLAGHER JR | Name |
| Title | TRUSTEE | Title |
| Phone | 6302853701 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steve Ciolino | Name |
| Phone | 8152606734 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 41226964 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2197165 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 54 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 54 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1480711 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1480711 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 329339 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1095401 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 329339 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 49407 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 49407 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4056676 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1859511 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 160305 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 96700 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 63605 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11104 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11104 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 4388 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 391 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3997 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 175797 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 108195 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 67602 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1432500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1432500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1608297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 108195 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1500102 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2448379 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1751316 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 340644 | CashBOY |
| Cash EOY | 1161413 | CashEOY |
| Cash EOYFMV | 1160426 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2123678 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 131662 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 131662 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 10174781 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11015655 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 24861068 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 10680607 | InvestmentsOtherBOY |
| Investments Other EOY | 13453469 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15067918 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 5890 | OtherAssetsEOY |
| Other Assets EOYFMV | 5890 | OtherAssetsEOYFMV |
| Total Assets BOY | 23319710 | TotalAssetsBOY |
| Total Assets EOY | 25768089 | TotalAssetsEOY |
| Total Assets EOYFMV | 41226964 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3323556 | CapitalStockBOY |
| Capital Stock EOY | 2197165 | CapitalStockEOY |
| Retained Earnings BOY | 19996154 | RetainedEarningsBOY |
| Retained Earnings EOY | 23570924 | RetainedEarningsEOY |
| Total Net Assets BOY | 23319710 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25768089 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23319710 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25768089 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 23319710 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2448379 | ExcessOfRevenueOverExpenses |
| Subtotal | 25768089 | Subtotal |
| Total Net Assets Fund Balances EOY | 25768089 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 237.383 SHRS HRDING LVNR EMRG MKTS | D | 2011-09-21 | 2012-01-30 | 10924 | 10101 | 823 | 823 |
| 8,639 SHRS AJG | D | 2008-03-12 | 2012-04-25 | 315278 | 212347 | 102931 | 102931 |
| 21,361 SHRS AJG | D | 2011-09-13 | 2012-04-25 | 780123 | 579416 | 200707 | 200707 |
| DISTRIBUTION FROM TEP IN EXCESS OF BASIS | P | 2009-01-01 | 2012-12-31 | 2520 | 2520 | 2520 | |
| CAPITAL GAIN DIVIDENDS | P | 22358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 329339 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1337704 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 30461125 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043915 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1027152 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 27336111 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037575 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 952061 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24153371 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039417 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 879675 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 22285445 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039473 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 562983 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11822498 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04762 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.208 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0416 | AverageDistributionRatio |
| Net Noncharitable Assets | 38968688 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1621097 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17513 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1638610 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1500102 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 35026 | InvestmentIncomeExciseTax |
| Subtotal | 35026 | Subtotal |
| Tax Based On Investment Income | 35026 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13192 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 56000 | TaxPaidWithExtension |
| Total Credits And Payments | 69192 | TotalCreditsAndPayments |
| Overpayment | 34166 | Overpayment |
| Amount Credited To Next Year | 34166 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E GALLAGHER JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8476125227 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO PIERCE PLACE | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Relying Curr Notice Disaster Asst1 | X | RelyingCurrNoticeDisasterAsst1 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT E GALLAGHER JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARTHUR J GALLAGHER CO | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 601433141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 38451052 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1111068 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 39562120 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 39562120 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 593432 | CashDeemedCharitable |
| Net Noncharitable Assets | 38968688 | NetNoncharitableAssets |
| Minimum Investment Return | 1948434 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1948434 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35026 | TaxBasedOnInvestmentIncome |
| Total Tax | 35026 | TotalTax |
| Distributable Amount Before Adj | 1913408 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1913408 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1913408 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1500102 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1500102 | QualifyingDistributions |
| Adj Qualifying Distributions | 1500102 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1913408 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1496678 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1500102 | QualifyingDistributions |
| Applied To Year1 | 1496678 | AppliedToYear1 |
| Applied To Current Year | 3424 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 1909984 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG SHOULDERS ARCHDIOCESE OF CHICAGO | ||||||||||||
| 309 WEST WASHINGTON STREET | CHICAGO | IL | 60606 | N/A | PUBLIC | GENERAL | $815,000 | |||||
| CATHOLIC CHARITIES | ||||||||||||
| 126 NORTH DES PLAINES STREET | CHICAGO | IL | 60606 | N/A | PUBLIC | GENERAL | $15,000 | |||||
| CLEARBROOK | ||||||||||||
| 2800 CENTRAL ROAD | ROLLING MEADOWS | IL | 60068 | N/A | PUBLIC | GENERAL | $30,000 | |||||
| ALS THERAPY DEVELOPMENT | ||||||||||||
| 215 FIRST STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| HOUSE OF GOOD SHEPARD | ||||||||||||
| 1114 WEST GRACE STREET | CHICAGO | IL | 60613 | N/A | PUBLIC | GENERAL | $2,500 | |||||
| JESUIT INTERNATIONAL MISSION | ||||||||||||
| 2059 NORTH SEDGWICK STREET | CHICAGO | IL | 60614 | N/A | PUBLIC | GENERAL | $15,000 | |||||
| SISTERS OF PROVIDENCE | ||||||||||||
| 1 SISTERS OF PROVIDENCE ROAD | SAINT MARY OF THE WOOD | IN | 47876 | N/A | PUBLIC | GENERAL | $1,000 | |||||
| ST FRANCIS HOSPITAL | ||||||||||||
| 355 RIDGE AVENUE | EVANSTON | IL | 60602 | N/A | PUBLIC | MEDICAL | $10,000 | |||||
| LOYOLA ACADEMY | ||||||||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | N/A | PUBLIC | EDUCATION | $10,000 | |||||
| CRISTO REY HIGH SCHOOL | ||||||||||||
| 1552 WEST 22ND PLACE | CHICAGO | IL | 60608 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| JUVENILE DIABETES FOUNDATION | ||||||||||||
| 2109 MIDDLEFORK ROAD | NORTHFIELD | IL | 60093 | N/A | PUBLIC | GENERAL | $50,000 | |||||
| DEPAUL UNIVERSITY | ||||||||||||
| 1 EAST JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| ART INSTITUTE OF CHICAGO | ||||||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| WTTW CHANNEL 11 | ||||||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| MISERICORDIA | ||||||||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | N/A | PUBLIC | GENERAL | $2,500 | |||||
| MULTIPLE SCLEROSIS | ||||||||||||
| 663 ALNWICK COURT | INVERNESS | IL | 60010 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| ST THERESE SCHOOL | ||||||||||||
| 218 W ALEXANDER | CHICAGO | IL | 60616 | N/A | PUBLIC | EDUCATION | $100,000 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| 820 DAVIS | EVANSTON | IL | 60201 | N/A | PUBLIC | GENERAL | $50,000 | |||||
| FR SMYTHS STANDING TALL FND | ||||||||||||
| 1100 N RIVER ROAD | DESPLAINES | IL | 60016 | N/A | PUBLIC | GENERAL | $7,500 | |||||
| SISTERS OF MARY OF KAKAMEGA | ||||||||||||
| 2660 NE HIGHWAY 20 SUITE 610 | BEND | OR | 97701 | N/A | PUBLIC | GENERAL | $500 | |||||
| MOBILE CARE | ||||||||||||
| 2244 S WOLCOTT | CHICAGO | IL | 60638 | N/A | PUBLIC | GENERAL | $1,000 | |||||
| WOODLANDS SACRED HEART | ||||||||||||
| 760 E WESTLEIGH | LAKE FOREST | IL | 60045 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| ROBERT H LURIE CANCER CENTER | ||||||||||||
| 675 N ST CLAIRE | CHICAGO | IL | 60611 | N/A | PUBLIC | MEDICAL | $60,000 | |||||
| CHRIST CHILD SOCIETY | ||||||||||||
| 4340 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| CHICAGO HISTORIC MUSEUM | ||||||||||||
| 1601 N CLARK | CHICAGO | IL | 60614 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 1311 MAMARONECK AVE SUITE 310 | WHITE PLAINS | NY | 10605 | N/A | PUBLIC | GENERAL | $50,000 | |||||
| THE FIELD MUSEUM | ||||||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| FOUNDATION FOR WOMEN | ||||||||||||
| 4747 MORENA SUITE 375 | SAN DIEGO | CA | 92117 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| MIDWEST PALLIATIVE HOSPICE | ||||||||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | N/A | PUBLIC | GENERAL | $25,000 | |||||
| MUSEUM OF SCIENCE & INDUSTRY | ||||||||||||
| 5700 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| PRATT INSTITUTE | ||||||||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| ASPCA | ||||||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| WASHINGTON JESUIT ACADEMY | ||||||||||||
| 900 VARNUM STREET | WASHINGTON | DC | 20017 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| LEGAL ASSISTANCE FOUNDATION OF CHICAGO | ||||||||||||
| 120 SOUTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60603 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| MARYCARE INC | ||||||||||||
| 85 MECHANIC STREET | NEW HAVEN | CT | 06511 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| BOYS HOPE GIRLS HOPE | ||||||||||||
| 12120 BRIDGETON SQUARE DRIVE | BRIDGETON | MO | 63044 | N/A | PUBLIC | GENERAL | $7,500 | |||||
| THE CARTER CENTER | ||||||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| COLLEGE POSSIBLE | ||||||||||||
| 540 FAIRVIEW AVENUE SUITE 304 | ST PAUL | MN | 55104 | N/A | PUBLIC | GENERAL | $10,000 | |||||
| HUMANE SOCIETY | ||||||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| NORTHERN ILLINOIS FOOD BANK | ||||||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| PROVIDENCE COLLEGE | ||||||||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| ST ANTHONASUIS CHURCH | ||||||||||||
| 4708 PRUDENCE STREET | BALTIMORE | MD | 21226 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| WIKIMEDIA FOUNDATION | ||||||||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| WILDERNESS SOCIETY | ||||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL | $5,000 | |||||
| CHILDREN OF PEACE | ||||||||||||
| N/A | PUBLIC | GENERAL | $5,000 | SUITE 4 QUARRY HOUSE | UCKFIELD | EAST SUSSEX | UK | TN225AA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1432500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $54 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,480,711 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $329,339 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,859,511 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1859511 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT E GALLAGHER MARITAL TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO PIERCE PLACE | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 60143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2197140 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 81,000 shares of AJG | NoncashPropertyDescription |
| Fair Market Value | 2197140 | FairMarketValue |
| Date Received | 2012-01-02 | DateReceived |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | ARTHUR J GALLAGHER & CO | NameOfStock |
| EOY Book Value | 11015655 | EOYBookValue |
| EOYFMV | 24861068 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NOTES | FMV | 1470425 | 1470425 |
| BAIRD | FMV | 9283561 | 10836712 |
| DHS | FMV | 90204 | 37038 |
| TEP | FMV | 5552 | |
| AURORA | FMV | 805000 | 870125 |
| THIRTEEN PARTNERS | FMV | 800000 | 838868 |
| AURORA OFFSHORE II | FMV | 350000 | 368061 |
| SSARIS MULTI-MANAGER | FMV | 654279 | 641137 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDEND RECEIVABLE - BAIRD | Description |
| EOY Book Value | 5890 | EOYBookValue |
| EOYFMV | 5890 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | 15 | 15 | |
| OTHER | 391 | 391 | |
| LUNCH & DINNER EVENTS/AWARDS | 3982 | 3982 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| DHS CHARITABLE LLC | 3414 | 3414 |
| SSARIS MULTI-MANAGER ABSOLUTE RETURN | 19279 | 19279 |
| MARITAL TRUST | 26714 | 26714 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING FEES | $2,700 | 2700 | |
| ADMINISTRATION FEES | $107,605 | 44000 | 63605 |
| INVESTMENT ADVISORY FEES | $50,000 | 50000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT E GALLAGHER MARITAL TRUST | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO PIERCE PLACE | AddressLine1 |
| City | ITASCA | City |
| State | IL | State |
| ZIP Code | 60143 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $7,886 | 7886 |
| FOREIGN TAXES | $3,218 | 3218 |