M J OBRIEN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- M J OBRIEN FAMILY FOUNDATION (EIN 36-6843491)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201211329349101221
- Schema version
- 2011v1.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T11:28:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gould & Ratner LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N LaSalle St Ste 800 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606011086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366843491 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJ O'BRIEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FRANCES M OBRIEN | InCareOfName |
| Name Control | MJOB | NameControl |
| Phone | 8473283354 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRAWFORD AVE | AddressLine1 |
| City | EVANSTON | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCES M OBRIEN | Name |
| Title | TRUSTEE | Title |
| Phone | 8473283354 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph M Laub | Name |
| Phone | 3122363003 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 608884 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15500 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 22120 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22120 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -8151 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 267821 | GrossSalesPrice |
| Total Revenue And Expenses | 29469 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22120 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 3900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5549 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5549 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 221 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 221 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 104 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 89 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9774 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5859 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 115500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 115500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 125274 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5859 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 115500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -95805 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16261 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 43404 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47630 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47630 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 375387 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 313481 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 368939 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 51396 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 25620 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 25994 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 188213 | OtherAssetsBOY |
| Other Assets EOY | 175864 | OtherAssetsEOY |
| Other Assets EOYFMV | 166321 | OtherAssetsEOYFMV |
| Total Assets BOY | 658400 | TotalAssetsBOY |
| Total Assets EOY | 562595 | TotalAssetsEOY |
| Total Assets EOYFMV | 608884 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 658400 | RetainedEarningsBOY |
| Retained Earnings EOY | 562595 | RetainedEarningsEOY |
| Total Net Assets BOY | 658400 | TotalNetAssetsBOY |
| Total Net Assets EOY | 562595 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 658400 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 562595 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 658400 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -95805 | ExcessOfRevenueOverExpenses |
| Subtotal | 562595 | Subtotal |
| Total Net Assets Fund Balances EOY | 562595 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| 25,000 CISCO SYSTEMS INC 5.25% | P | 2007-11-21 | 2011-02-22 | 25000 | 25777 | -777 | -777 |
| 125 SHS COSTCO WHSL CORP NEW COMMON STOCK | P | 2005-10-05 | 2011-12-06 | 10896 | 5403 | 5493 | 5493 |
| 1,500 SHS DJ STOXX 50 FD | P | 2011-08-09 | 46059 | 74360 | -28301 | -28301 | |
| 30 SHS GOOGLE INC CL A | P | 2007-02-12 | 2011-11-29 | 17655 | 13685 | 3970 | 3970 |
| 500 SHS LAZARD EMERGING MARKETS PORT-IN | P | 2006-12-15 | 2011-08-22 | 9485 | 11190 | -1705 | -1705 |
| 100 SHS MCKESSON HBOC INC COMMON STOCK | P | 2009-04-01 | 2011-12-06 | 8127 | 3456 | 4671 | 4671 |
| 800 SHS MICROSOFT CORPORATION COMMON STOCK | P | 2011-11-29 | 19864 | 27263 | -7399 | -7399 | |
| 300 SHS OCCIDENTAL PETROLEUM CORPORATION COMMON STOCK | P | 2004-02-27 | 2011-11-29 | 27704 | 6703 | 21001 | 21001 |
| 800 SHS SCHWAB CHARLES CORPORATION NEW COMMON STOCK | P | 2008-04-04 | 2011-11-29 | 8808 | 15736 | -6928 | -6928 |
| 1,200 SHS SPDR S&P INTL SMALL CAP | P | 2009-11-10 | 33390 | 30934 | 2456 | 2456 | |
| 250 SHS SPDR MIDCAP 400 ETF TRUST | P | 2006-12-15 | 35987 | 37327 | -1340 | -1340 | |
| 500 SHS VERIZON COMMUNICATIONS COMMON STOCK | P | 2011-11-29 | 18320 | 20490 | -2170 | -2170 | |
| 100 SHS YUM BRANDS INC COMMON STOCK | P | 2008-08-29 | 2011-12-06 | 5665 | 3648 | 2017 | 2017 |
| CAPITAL GAIN DIVIDENDS | P | 861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8151 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 81729 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 708540 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.115348 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 93100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 681358 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.136639 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 104920 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 960951 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109184 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1114485 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.038224 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53300 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1028132 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051842 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.451237 | TotalDistributionRatio |
| Average Distribution Ratio | 0.090247 | AverageDistributionRatio |
| Net Noncharitable Assets | 696027 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62814 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 163 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62977 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 115500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 163 | InvestmentIncomeExciseTax |
| Subtotal | 163 | Subtotal |
| Tax Based On Investment Income | 163 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3430 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3430 | TotalCreditsAndPayments |
| Overpayment | 3267 | Overpayment |
| Amount Credited To Next Year | 3267 | 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 | false | 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 |
| 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 | FRANCES M OBRIEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8473283354 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRAWFORD | AddressLine1 |
| City | EVANSTON | City |
| State | IL | State |
| ZIP Code | 60201 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FRANCES M OBRIEN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 DAVIS STREET | AddressLine1 |
| City | EVANSTON | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
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 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 535770 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49170 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 121686 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 706626 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 706626 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10599 | CashDeemedCharitable |
| Net Noncharitable Assets | 696027 | NetNoncharitableAssets |
| Minimum Investment Return | 34801 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34801 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 163 | TaxBasedOnInvestmentIncome |
| Total Tax | 163 | TotalTax |
| Distributable Amount Before Adj | 34638 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 34638 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 34638 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 115500 | 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 | 115500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 163 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 115337 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34638 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 4613 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 57232 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 59164 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 46844 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 167853 | TotalExcessDistriCarryover |
| Qualifying Distributions | 115500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 34638 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 80862 | RemainingDistriFromCorpus |
| Total Corpus | 248715 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4613 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 244102 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 57232 | ExcessFromYear3 |
| Excess From Year2 | 59164 | ExcessFromYear2 |
| Excess From Year1 | 46844 | ExcessFromYear1 |
| Excess From Current Year | 80862 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCES M O'BRIEN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANNUAL CATHOLIC APPEAL | ||||||||
| PO BOX 1979 | CHICAGO | IL | 606901979 | N/A | PUBLIC | SUPPORT THE FINANCIAL NEEDS OF SCHOOLS, PARISHES, AND PROGRAMS IN THE CHICAGO ARCHDIOCESE. | $5,000 | |
| FOUNDATION OF PERIPHERAL NEUROPATHY | ||||||||
| 485 HALF DAY ROAD | BUFFALO GROVE | IL | 60089 | N/A | PUBLIC | MEDICAL RESEARCH | $1,000 | SUITE 200 |
| MCGAW YMCA | ||||||||
| 1000 GROVE STREET | EVANSTON | IL | 60201 | N/A | PUBLIC | SUPPORT PROGRAM SCHOLARSHIPS AND PROGRAM SUBSIDIES | $20,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 N RAVENSWOOD | CHICAGO | IL | 606404407 | N/A | PUBLIC | PROVIDE SERVICES FOR CHICAGO'S HOMELESS YOUTH AND PRIMARY HEALTHCARE/OUTREACH SERVICES FOR CHICAGO'S UNDERSERVED AND AT-RISK POPULATIONS. | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | N/A | PUBLIC | PROVIDE FUNDING FOR NEED-BASED SCHOLARSHIPS, FACULTY RECRUITMENT, ACADEMIC INNOVATIONS, AND FACILITY IMPROVEMENTS. | $10,000 | |
| MISERICORDIA HOMES | ||||||||
| 6300 NORTH RIDGE AVENUE | CHICAGO | IL | 606601099 | N/A | PUBLIC | SUPPORT IT'S RESIDENTS WITH DEVELOPMENTAL DISABILITIES IN MAXIMIZING THEIR LEVEL OF INDEPENDENCE. | $55,500 | |
| CONNECTIONS FOR THE HOMELESS | ||||||||
| 2010 DEWEY AVENUE | EVANSTON | IL | 60201 | N/A | PUBLIC | PROVIDE HOUSING, EMPLOYMENT, AND SUPPORT SERVICES TO THE HOMELESS | $1,000 | |
| COLLEGE BOUND | ||||||||
| 128 M STREET NW SUITE 220 | WASHINGTON | DC | 20001 | N/A | PUBLIC | PROVIDE SCHOLARSHIP OPPORTUNITIES. | $1,000 | |
| EVANSTON HISTORICAL SOCIETY | ||||||||
| 225 GREENWOOD STREET | EVANSTON | IL | 60201 | N/A | PUBLIC | HISTORIC PRESERVATION | $10,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PUBLIC | TO FUND CHILD NUTRITION PROGRAMS | $1,000 | |
| UNITED WAY OF DOOR COUNTY | ||||||||
| PO BOX 223 | STURGEON BAY | WI | 54235 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| NORTHLIGHT THEATER | ||||||||
| 9501 SKOKIE BLVD | SKOKIE | IL | 60077 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 115500 | 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 | |
| Dividends And Int From Sec Part VII | DividendsAndIntFromSecPartVII | |
| 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 | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry | |
| Subtotals Part XVIA | SubtotalsPartXVIA |
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 | PAULA O'BRIEN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 PORTLAND PLACE | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 7000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $3,900 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CISCO SYSTEMS INC 5.25% | 0 | 0 |
| MCGRAW-HILL COS INC 5.375% | 25620 | 25994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PEPSICO - 300 SHS | 15720 | 19905 |
| CATERPILLAR INC - 200 SHS | 15660 | 18120 |
| CHARLES SCHWAB CORP - 800 SHS | 0 | 0 |
| CLIFF'S NAT RESRCS - 180 SHS | 12800 | 11223 |
| COSTCO WHOLESALE CORP - 150 SH | 7341 | 12498 |
| ILLINOIS TOOL WORKS - 400 SHS | 12325 | 18684 |
| JOHNSON CONTROLS - 300 SHS | 9711 | 9378 |
| MICROSOFT CORP - 800 SHS | 0 | 0 |
| VERIZON COMMUNICATIONS-500 SHS | 0 | 0 |
| EXXON MOBIL CORP. - 200 SHS | 7188 | 16952 |
| OCCIDENTAL PETROLEUM - 300 SHS | 0 | 0 |
| PIMCO COMMODITY RR - 2,000 SHS | 37180 | 13080 |
| PIMCO HIGH YIELD - 5,000 SHS | 43899 | 44900 |
| POTASH CORP - 300 SHS | 17844 | 12384 |
| GILEAD SCIENCES INC - 300 SHS | 11967 | 12279 |
| GOOGLE INC CL A - 60 SHS | 27370 | 38754 |
| APPLE INC - 100 SHS | 8492 | 40500 |
| TARGET CORP - 250 SHS | 12384 | 12805 |
| TEVA PHARMACEUTICAL - 300 SHS | 14141 | 12108 |
| UTILITIES SELECT SPDR - 800 SH | 30552 | 28784 |
| YUM BRANDS INC - 300 SHS | 10944 | 17703 |
| JP MORGAN CHASE - 400 SHS | 11051 | 13300 |
| MCKESSON CORP - 200 SHS | 6912 | 15582 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (9 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MIDCAP SPDR TR SERIES 1 | 37328 | 0 | 0 |
| DJ STOXX 50 FUND | 74360 | 0 | 0 |
| LAZARD EMERGING MKTS PORTFOLIO | 44760 | 33570 | 25200 |
| SPDR S&P INTERNATIONAL SML CAP | 30934 | 0 | 0 |
| PIMCO EMERGING MKTS BOND FUND | 0 | 28375 | 28125 |
| HARBOR INTERNATIONAL FUND | 0 | 28320 | 26225 |
| ISHARES BARCLAY TIPS BOND FUND | 0 | 34541 | 35007 |
| ISHARES IBOXX INV GRD BOND FD | 0 | 50486 | 51192 |
| DIVIDEND RECEIVABLE | 831 | 572 | 572 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK FEES/CHECK REORDER | 89 | 89 |
| IL ANNUAL REPORT FILING FEE | 15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION SETTLEMENT | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | Category |
| Amount | $5,549 | Amount |
| Net Investment Income | 5549 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $221 | Amount |
| Net Investment Income | 221 | NetInvestmentIncome |
Comments