DOROTHY DULEY FOUNDATION XXX-XX-XXXX: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DOROTHY DULEY FOUNDATION XXX-XX-XXXX (EIN 37-1278428)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201341339349102194
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-13T16:50:10-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12 E MAIN STREET SUITE 120AddressLine1
CityDANVILLECity
StateILState
ZIP Code61832ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN371278428EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DOROTHY DULEY FOUNDATION CO FIRST MIDWEST BANKBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDORONameControl
Phone2174776060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 NORTH VERMILION STREETAddressLine1
CityDANVILLECity
StateILState
ZIP Code61832ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD DOYLEName
TitlePRESIDENTTitle
Phone2174776060Phone
Date Signed2013-05-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePHIL MUEHLName
PTINP00622760PTIN
Phone2174421643Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY94097FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss2781DividendsRevAndExpnss
Dividends Net Invst Incm2781DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss738NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm738CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses3519TotalRevenueAndExpenses
Total Net Investment Income3519TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss2150CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm2150CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss130TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss15OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps15OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2295TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps15TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss5295TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3015TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1776ExcessOfRevenueOverExpenses
Net Investment Income1369NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY200CashBOY
Cash EOY200CashEOY
Cash EOYFMV200CashEOYFMV
Investments Other BOY92355InvestmentsOtherBOY
Investments Other EOY90579InvestmentsOtherEOY
Investments Other EOYFMV93897InvestmentsOtherEOYFMV
Total Assets BOY92555TotalAssetsBOY
Total Assets EOY90779TotalAssetsEOY
Total Assets EOYFMV94097TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY92555CapitalStockBOY
Capital Stock EOY90779CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY92555TotalNetAssetsBOY
Total Net Assets EOY90779TotalNetAssetsEOY
Total Liabilities Net Assets BOY92555TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY90779TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY92555TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1776ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal90779Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY90779TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetFIRST MIDWEST TRANSACTIONSDescriptionOfAsset
How AcquiredPHowAcquired
Gain Or Loss738GainOrLoss
Gains Minus Excess Or Losses738GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income738CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax1LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax27InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal27Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income27TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due27TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFIRST MIDWEST TRUSTBooksInCareOfPersonName
Books In Care Of Phone Number2174776060BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line127 NORTH VERMILIONAddressLine1
CityDANVILLECity
StateILState
ZIP Code61832ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years1UndistributedIncomePriorYears
Undistributed Income Prior Year12011UndistributedIncomePriorYear1
Undistributed Income Prior Year22009UndistributedIncomePriorYear2
Undistr Income4942a2 Not Applied1UndistrIncome4942a2NotApplied
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD J DOYLE
805 EAST LINCOLNHOOPESTONIL60942CHAIRPERSON0.25000
PATRICIA DOYLE
805 EAST LINCOLNHOOPESTONIL60942SECRETARY0.25000
GLORIA JAHN
907 SELLS DRIVEHOOPESTONIL60942DIRECTOR0.25000
LAURA HENSGEN
3015 PARK HAVEN BLVDDANVILLEIL61832DIRECTOR0.25000
DAN REED
615 EAST ORANGEHOOPESTONIL60942DIRECTOR0.25000
KAY BROWN
615 EAST ORANGEHOOPESTONIL60942DIRECTOR0.25000
DWIGHT JUDY
904 SELLS DRIVEHOOPESTONIL60942DIRECTOR0.25000
FIRST MIDWEST TRUST
27 NORTH VERMILIONDANVILLEIL61832FIDUCIARY1.00215000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities93371AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances200AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets93571TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets93571AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1404CashDeemedCharitable
Net Noncharitable Assets92167NetNoncharitableAssets
Minimum Investment Return4608MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4608MinimumInvestmentReturn
Tax Based On Investment Income27TaxBasedOnInvestmentIncome
Total Tax27TotalTax
Distributable Amount Before Adj4581DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded4581DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted4581DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3015ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions3015QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions3015AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4581DistributableAmountAsAdjusted
Undistributed Income Prior Year4505UndistributedIncomePriorYear
Prior Year12009PriorYear1
Total For Prior Years230TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions3015QualifyingDistributions
Applied To Year13015AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income230PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount1230TaxableAmount1
Taxable Amount21490TaxableAmount2
Undistributed Income CY4581UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameRICHARD J DOYLERecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1805 EAST LINCOLNAddressLine1
CityHOOPESTONCity
StateILState
ZIP Code60942ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2172837009RecipientPhoneNumber
Form And Info And MaterialsAPPLICATIONS ARE LOCATED IN THE HOOPESTON AREA HIGH SCHOOL ADMINISTRATION OFFICE. MUST INCLUDE FEDERAL STUDENT AID REPORT, HIGH SCHOOL TRANSCRIPT, LIST OF FINAL SEMESTER CLASSES, AND A 200 TO 500 WORD ESSAY REGARDING WHY THEY HAVE CHOSEN A CERTAIN MAJOR.FormAndInfoAndMaterials
Submission DeadlinesANNUALLY ON APRIL 16THSubmissionDeadlines
Restrictions On AwardsGRADUATE OF HOOPESTON AREA HIGH SCHOOL WITH A GPA OF 3.0 AND ACCEPTED INTO A FOUR-YEAR COLLEGE OR UNIVERSITY AND PLAN TO MAJOR IN ENGLISH, JOURNALISM, OR FOREIGN LANGUAGE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
KATANA BYERS FEATHERSTONE
824 EAST SEMINARYHOOPESTONIL60942NONEN/ASCHOLARSHIP$1,000
KARIE E KUHLES
425 CEDAR STREETHOOPESTONIL60942NONEN/ASCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,781ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$738ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,519ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3519TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemFIRST MIDWEST TRUSTCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value90579BookValue
EOYFMV93897EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionIL AG 990 FILING FEEDescription
Revenue And Expenses Per Books15RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps15DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
990 PF INVESTMENT INCOME TAX$6100
4720 EXCISE TAX$6900

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.