RONALD L MCDANIEL FOUNDATION: Form 990PF, tax year 2012
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- Organization
- RONALD L MCDANIEL FOUNDATION (EIN 36-4012153)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101814
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:20:45-05:00 | 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 | Baker Tilly Virchow Krause LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Ave 28th Floor | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606015927 | 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 | 364012153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald L McDaniel Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RONALD L MCDANIEL | InCareOfName |
| Name Control | RONA | NameControl |
| Phone | 6307892765 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 Woodside Lane | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Burr Ridge | City |
| State | IL | State |
| ZIP Code | 60527 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ronald L McDaniel | Name |
| Title | President | Title |
| Phone | 6307892765 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles Barnato CPA | Name |
| Phone | 3127298000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13058057 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1200000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 71871 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 71871 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 244776 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 244776 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 306376 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6295411 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 306376 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1823023 | TotalRevenueAndExpenses |
| Total Net Investment Income | 623023 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1425 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11685 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11685 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 58064 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 58064 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 71174 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 69749 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 663000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 663000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 734174 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 69749 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 663000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1088849 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 553274 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7309 | CashBOY |
| Cash EOY | 18525 | CashEOY |
| Cash EOYFMV | 18525 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1603535 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2124492 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2124492 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 8946601 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9503277 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10892540 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 22500 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 22500 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 22500 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 10579945 | TotalAssetsBOY |
| Total Assets EOY | 11668794 | TotalAssetsEOY |
| Total Assets EOYFMV | 13058057 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 10579945 | CapitalStockBOY |
| Capital Stock EOY | 11668794 | CapitalStockEOY |
| Total Net Assets BOY | 10579945 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11668794 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10579945 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11668794 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10579945 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1088849 | ExcessOfRevenueOverExpenses |
| Subtotal | 11668794 | Subtotal |
| Total Net Assets Fund Balances EOY | 11668794 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES - SHORT TERM | 2393971 | 2410656 | -16685 | -16685 |
| PUBLICALLY TRADED SECURITIES - LONG TERM | 3901440 | 3578379 | 323061 | 323061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 306376 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 507475 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10685838 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04749 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 456804 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9677853 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047201 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 473544 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8236807 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057491 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 593083 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8970296 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066116 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 460982 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9787977 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047097 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.265395 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053079 | AverageDistributionRatio |
| Net Noncharitable Assets | 11952998 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 634453 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5533 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 639986 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 663000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5533 | InvestmentIncomeExciseTax |
| Subtotal | 5533 | Subtotal |
| Tax Based On Investment Income | 5533 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7240 | TotalCreditsAndPayments |
| Overpayment | 1707 | Overpayment |
| Amount Credited To Next Year | 1707 | 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 |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| 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 | RONALD L MCDANIEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6307892765 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 WOODSIDE LANE | AddressLine1 |
| City | Burr Ridge | City |
| State | IL | State |
| ZIP Code | 60527 | ZIPCode |
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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Ronald McDaniel | ||||||
| 8005 Woodside Lane | Burr Ridge | IL | 60527 | President | 0 | 0 |
| Barbara Gulick | ||||||
| 114 Highridge Rd | Willowbrook | IL | 60527 | Vice-President | 0 | 0 |
| Julia Vincer | ||||||
| 8571 Country Place | Belvidere | IL | 61108 | Secretary | 0 | 0 |
| Brenda Jacobs | ||||||
| 4420 Clark Ave | Long Beach | CA | 90808 | Treasurer | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10235592 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1876931 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 22500 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12135023 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12135023 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 182025 | CashDeemedCharitable |
| Net Noncharitable Assets | 11952998 | NetNoncharitableAssets |
| Minimum Investment Return | 597650 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 597650 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5533 | TaxBasedOnInvestmentIncome |
| Total Tax | 5533 | TotalTax |
| Distributable Amount Before Adj | 592117 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 592117 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 592117 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 663000 | 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 | 663000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5533 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 657467 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 592117 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 45459 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 64742 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 110201 | TotalExcessDistriCarryover |
| Qualifying Distributions | 663000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 592117 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 70883 | RemainingDistriFromCorpus |
| Total Corpus | 181084 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 181084 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 45459 | ExcessFromYear4 |
| Excess From Year3 | 64742 | ExcessFromYear3 |
| Excess From Current Year | 70883 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD MCDANIEL | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PEO Chapter KN | |||||||
| 3700 Grand Ave | Des Monies | IA | 50312 | None | 170(c) | Educational | $1,000 |
| Literacy of DuPage | |||||||
| 24W500 Maple Ave Ste 217 | Naperville | IL | 60540 | None | 170(c) | charitable | $15,000 |
| The Salvation Amry | |||||||
| 5040 N Pulaski Road | Chicago | IL | 60630 | None | 170(c) | Charitable | $5,000 |
| Children's theatre Workshop | |||||||
| 6045 Dolphin Road | oriental | NC | 28571 | None | 170(c) | Charitable | $10,000 |
| Indian Boundry YMCA | |||||||
| 711 59th Street | Downers Grove | IL | 60516 | None | 170(c) | Charitable | $56,000 |
| DuPage Children's Museum | |||||||
| 301 North Washington Street | Naperville | IL | 60540 | None | 170(c) | Charitable | $400,000 |
| Educare of West DuPage | |||||||
| 851 Pearl Road | West Chicago | IL | 60185 | None | 501(c)(3) | Charitable | $175,000 |
| Histiocytosis Association | |||||||
| 332 North Broadway | Pitman | NJ | 08071 | None | 170(c) | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 663000 | 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) |
|---|---|---|
| Unrelated Business Income | $71,871 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $213,186 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| 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) |
|---|---|---|
| Unrelated Business Income | $337,966 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $623,023 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 623023 | 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 | Ronald McDaniel | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8005 Woodside Lane | AddressLine1 |
| City | Burr Rudge | City |
| State | IL | State |
| ZIP Code | 60527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1200000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,425 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CONCORD INVESTMENT | 9503277 | 10892540 |
| - ENDING FMV- |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MANAGEMENT FEES | 58039 | 58039 |
| FILING FEE | 10 | 10 |
| DUES | 15 | 15 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $2,351 | 2351 |
| EXCISE TAXES | $9,334 | 9334 |
Comments