CHEZ FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CHEZ FAMILY FOUNDATION (EIN 26-4654718)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-22
IRS object ID
201342039349100404
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)
Timestamp2013-07-22T11:33:54-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line120 N MARTINGALE RD STE 500AddressLine1
CitySCHAUMBURGCity
StateILState
ZIP Code60173ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN264654718EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHEZ FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHEZNameControl
Phone7738566441Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60610ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD L CHEZName
TitleTRUSTEETitle
Phone7738566441Phone
Date Signed2013-07-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRYAN PITSTICKName
PTINP00285763PTIN
Phone8475177070Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY787726FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss730500ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses730500TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss6045AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss24015OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps12000OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss30060TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps12000TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss194017ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps194017ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss224077TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps206017TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses506423ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY281303CashBOY
Cash EOY787726CashEOY
Cash EOYFMV787726CashEOYFMV
Total Assets BOY281303TotalAssetsBOY
Total Assets EOY787726TotalAssetsEOY
Total Assets EOYFMV787726TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY281303RetainedEarningsBOY
Retained Earnings EOY787726RetainedEarningsEOY
Total Net Assets BOY281303TotalNetAssetsBOY
Total Net Assets EOY787726TotalNetAssetsEOY
Total Liabilities Net Assets BOY281303TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY787726TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY281303TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses506423ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal787726Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY787726TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1101479QualifyingDistributionsYear1
Noncharitable Assets Year112695NoncharitableAssetsYear1
Distribution Ratio Year17.993620DistributionRatioYear1
Qualifying Distributions Year2140682QualifyingDistributionsYear2
Noncharitable Assets Year211581NoncharitableAssetsYear2
Distribution Ratio Year212.147656DistributionRatioYear2
Qualifying Distributions Year3900QualifyingDistributionsYear3
Noncharitable Assets Year33449NoncharitableAssetsYear3
Distribution Ratio Year30.260945DistributionRatioYear3
Total Distribution Ratio20.402221TotalDistributionRatio
Average Distribution Ratio6.800740AverageDistributionRatio
Net Noncharitable Assets294148NetNoncharitableAssets
Adjusted Noncharitable Assets2000424AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One2000424AdjNonchrtblAssetsAndOnePct
Qualifying Distributions206017QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

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 NameRONALD L CHEZBooksInCareOfPersonName
Books In Care Of Phone Number7738566441BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60610ZIPCode
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 Years0UndistributedIncomePriorYears
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RONALD L CHEZ
1524 N ASTOR STREETCHICAGOIL60610TRUSTEE1.00000
ERIC J CHEZ
1758 N HONORE STREETCHICAGOIL60622TRUSTEE1.00000
ELIZABETH A MACKNIN
2039 BURR OAK LANEHIGHLAND PARKIL60035TRUSTEE1.00000
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)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances298627AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets298627TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets298627AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4479CashDeemedCharitable
Net Noncharitable Assets294148NetNoncharitableAssets
Minimum Investment Return14707MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14707MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj14707DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded14707DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted14707DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions206017ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions206017QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions206017AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14707DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year3776ExcessDistriCarryoverYear3
Excess Distri Carryover Year2140103ExcessDistriCarryoverYear2
Excess Distri Carryover Year1100844ExcessDistriCarryoverYear1
Total Excess Distri Carryover241723TotalExcessDistriCarryover
Qualifying Distributions206017QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year14707AppliedToCurrentYear
Remaining Distri From Corpus191310RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus433033TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year433033ExcessDistriCyovToNextYear
Excess From Year3776ExcessFromYear3
Excess From Year2140103ExcessFromYear2
Excess From Year1100844ExcessFromYear1
Excess From Current Year191310ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRONALD L CHEZContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameSTACEY KOSTELL - DIRECTOR OF UNDERGRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF ILLINOIS 901 WESTAddressLine1
Address Line2ILLINOIS STREET SUITE 103AddressLine2
CityURBANACity
StateILState
ZIP Code61801ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2173330302RecipientPhoneNumber
Recipient Email AddressUISCHOLARSHIPS@ILLINOIS.EDURecipientEmailAddress
Form And Info And MaterialsA FORMAL APPLICATION EXISTS AT WWW.ADMISSIONS.ILLINOIS.EDU/CHEZ/APPLICATIONS.PDF OR EMAIL UISCHOLARSHIPS@ILLINOIS.EDU.FormAndInfoAndMaterials
Submission DeadlinesJANUARY (ANNUALLY)SubmissionDeadlines
Restrictions On AwardsREQUIREMENTS: CHICAGO PUBLIC HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED BACKGROUNDS; A THREE-YEAR CUMULATIVE GPA OF 3.0 OR HIGHER IN A COLLEGE PREPARATORY CURRICULUM, INCLUDING WORK IN MATH, SCIENCE, AND ENGLISH; A STRONG WORK ETHIC AND INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. AMOUNT: UP TO $10,000 RENEWABLE: YES FOUR YEARS, PROVIDED THE STUDENT MAINTAINS A 2.5 GPA NUMBER AWARDED ANNUALLY: 9RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL618012962NONESCHOLARSHIPS AND GRANTS$193,117
MONTGOMERY COLLEGE
7600 TAKOMA AVETAKOMA PARKMD20912NONESCHOLARSHIPS AND GRANTS$900
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year194017TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRONALD L CHEZContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60610ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions730000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$6,045Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
OUTSIDE ADMINISTRATIVE SERVICES24000012000
FILING FEES1500

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