CHEZ FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHEZ FAMILY FOUNDATION (EIN 26-4654718)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-04
IRS object ID
201222489349100507
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-09-04T15:29:15-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-08-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRYAN PITSTICKName
PTINP00285763PTIN
Phone8475177070Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY281303FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss400500ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses400500TotalRevenueAndExpenses
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 Expnss5250AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss24457OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps12000OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss29707TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps12000TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss89479ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps89479ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss119186TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps101479TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses281314ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY281303CashEOY
Cash EOYFMV281303CashEOYFMV
Total Assets BOY0TotalAssetsBOY
Total Assets EOY281303TotalAssetsEOY
Total Assets EOYFMV281303TotalAssetsEOYFMV
Other Liabilities BOY11OtherLiabilitiesBOY
Other Liabilities EOY0OtherLiabilitiesEOY
Total Liabilities BOY11TotalLiabilitiesBOY
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 BOY-11RetainedEarningsBOY
Retained Earnings EOY281303RetainedEarningsEOY
Total Net Assets BOY-11TotalNetAssetsBOY
Total Net Assets EOY281303TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY281303TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY-11TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses281314ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal281303Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY281303TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1140682QualifyingDistributionsYear1
Noncharitable Assets Year111581NoncharitableAssetsYear1
Distribution Ratio Year112.147656DistributionRatioYear1
Qualifying Distributions Year2900QualifyingDistributionsYear2
Noncharitable Assets Year23449NoncharitableAssetsYear2
Distribution Ratio Year20.260945DistributionRatioYear2
Total Distribution Ratio12.408601TotalDistributionRatio
Average Distribution Ratio6.204301AverageDistributionRatio
Net Noncharitable Assets12695NetNoncharitableAssets
Adjusted Noncharitable Assets78764AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One78764AdjNonchrtblAssetsAndOnePct
Qualifying Distributions101479QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
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 Balances12888AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets12888TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets12888AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable193CashDeemedCharitable
Net Noncharitable Assets12695NetNoncharitableAssets
Minimum Investment Return635MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return635MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj635DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded635DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted635DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions101479ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions101479QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions101479AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted635DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year2776ExcessDistriCarryoverYear2
Excess Distri Carryover Year1140103ExcessDistriCarryoverYear1
Total Excess Distri Carryover140879TotalExcessDistriCarryover
Qualifying Distributions101479QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year635AppliedToCurrentYear
Remaining Distri From Corpus100844RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus241723TotalCorpus
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 Year241723ExcessDistriCyovToNextYear
Excess From Year2776ExcessFromYear2
Excess From Year1140103ExcessFromYear1
Excess From Current Year100844ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRONALD L CHEZContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameRONALD L CHEZRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11524 N ASTOR STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60610ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7738566441RecipientPhoneNumber
Form And Info And MaterialsNO FORMAL APPLICATION EXISTS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsSCHOLARSHIPS TO INDIVIDUALS WHO ARE IN NEED DUE TO A FINANCIAL HARDSHIP.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ILLINOIS FOUNDATIONBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11305 WEST GREEN STREETAddressLine1
CityURBANACity
StateILState
ZIP Code618012962ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Purpose Of Grant Or ContributionSCHOLARSHIPS AND GRANTSPurposeOfGrantOrContribution
Amount$89,479Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year89479TotGrantOrContriPaidDuringYear
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 Contributions400500AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$5,250Amount
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 (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES32700
OUTSIDE ADMINISTRATIVE SERVICES24000012000
FILING FEES13000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCHECKS IN EXCESS OF DEPOSITSDescription
BOY Book Value11BOYBookValue
EOY Book Value0EOYBookValue

Comments

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