THOMAS W DOWER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W DOWER FOUNDATION (EIN 36-6071665)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-09-21
- IRS object ID
- 201222659349100002
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-21T06:50:04-07:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONeill & Gaspardo LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9697 West 191st Street Suite 201 | AddressLine1 |
| City | Mokena | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366071665 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W DOWER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 8472560600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY K HARTIGAN | Name |
| Title | Trustee | Title |
| Date Signed | 2012-09-21 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRETT MOELLER | Name |
| Phone | 7084782900 | 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 | 6327697 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 66 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 66 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 231370 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 231370 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21856 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1024202 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21856 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 41 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 253333 | TotalRevenueAndExpenses |
| Total Net Investment Income | 253292 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 150000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 112500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 37500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 16875 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12656 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4219 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 191 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 191 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4370 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1370 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 4236 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3178 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1058 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 175672 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 129895 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 42777 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 63950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 239622 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 129895 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 106727 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13711 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 123397 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 512759 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 719730 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 719730 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 15895 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 4451401 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4200001 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4200001 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 508551 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 691586 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 691586 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 891774 | InvestmentsOtherBOY |
| Investments Other EOY | 716380 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 716380 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6380380 | TotalAssetsBOY |
| Total Assets EOY | 6327697 | TotalAssetsEOY |
| Total Assets EOYFMV | 6327697 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Temporarily Restricted BOY | 6380380 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 6327697 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 6380380 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6327697 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6380380 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6327697 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6380380 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13711 | ExcessOfRevenueOverExpenses |
| Subtotal | 6394091 | Subtotal |
| Other Decreases | 66394 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6327697 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| LONG-TERM (SEE ATTACHED SCHEDULE) | P | 2000-05-01 | 2012-04-30 | 474993 | 527574 | -52581 | -52581 |
| SHORT-TERM (SEE ATTACHED SCHEDULE) | P | 2011-05-01 | 2012-04-30 | 549209 | 474772 | 74437 | 74437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21856 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 168978 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5980824 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02825 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 338502 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5674999 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05965 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 242939 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5542823 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04383 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 396577 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7315658 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05421 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 372529 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7294638 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05107 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.23701 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04740 | AverageDistributionRatio |
| Net Noncharitable Assets | 6021831 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 285447 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1234 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 286681 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 106727 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2468 | InvestmentIncomeExciseTax |
| Subtotal | 2468 | Subtotal |
| Tax Based On Investment Income | 2468 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4231 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4231 | TotalCreditsAndPayments |
| Overpayment | 1763 | Overpayment |
| Amount Credited To Next Year | 1763 | 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 |
| Form990 T Filed | false | Form990TFiled |
| 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 |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY K HARTIGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8472560600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARY K HARTIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 30.00 | 85000 |
| MARY HARTIGAN ESQUIRE | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | TRUSTEE | 20.00 | 50000 |
| EILEEN MADIGAN | ||||||
| PO BOX 416 | KENILWORTH | IL | 60043 | Trustee | 5.00 | 15000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5671706 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 441828 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6113534 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 6113534 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 91703 | CashDeemedCharitable |
| Net Noncharitable Assets | 6021831 | NetNoncharitableAssets |
| Minimum Investment Return | 301092 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 301092 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2468 | TaxBasedOnInvestmentIncome |
| Total Tax | 2468 | TotalTax |
| Distributable Amount Before Adj | 298624 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 298624 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 298624 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 106727 | ExpensesAndContributions |
| Qualifying Distributions | 106727 | QualifyingDistributions |
| Adj Qualifying Distributions | 106727 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 298624 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 63638 | UndistributedIncomePriorYear |
| Qualifying Distributions | 106727 | QualifyingDistributions |
| Applied To Year1 | 63638 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43089 | AppliedToCurrentYear |
| Undistributed Income CY | 255535 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS W DOWER FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 416 | AddressLine1 |
| City | KENILWORTH | City |
| State | IL | State |
| ZIP Code | 60043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8472560600 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST MAILED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $10,000 |
| TRILOGY | |||||||
| 1400 WEST GREENLEAF AVE | CHICAGO | IL | 60626 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $5,000 |
| STS FAITH HOPE & CHARITY CHURCH | |||||||
| 191 LINDEN STREET | WINNETKA | IL | 60093 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,500 |
| ST RITA HIGH SCHOOL | |||||||
| 7740 S WESTERN AVE | CHICAGO | IL | 60620 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $4,000 |
| ST PETERS CHURCH | |||||||
| 110 WEST MADISON STREET | CHICAGO | IL | 60602 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| ST PATRICKS RESIDENCE | |||||||
| 1400 BROOKDALE ROAD | NAPERVILLE | IL | 60563 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| ST MARY PARISH | |||||||
| 1012 LAKE STREET | EVANSTON | IL | 60201 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| ST MALACHY SCHOOL | |||||||
| 2252 W WASHINGTON BLVD | CHICAGO | IL | 60612 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $2,500 |
| ST JOSEPH COLLEGE SEMINARY | |||||||
| 1120 W LOYOLA AVENUE | CHICAGO | IL | 60626 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $3,000 |
| SISTERS OF CHARITY BVM | |||||||
| 6157 N SHERIDAN RD | CHICAGO | IL | 60660 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| RETIREMENT BOARD FOR RELIGIOUS | |||||||
| ARCHDIOCESE OF CHICAGO-PO BOX 1979 | CHICAGO | IL | 60690 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $2,500 |
| RAVINIA FESTIVAL | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $3,500 |
| OPERATION HELMET | |||||||
| 74 GREENVIEW STREET | MONTGOMERY | TX | 77356 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $3,750 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| LYRIC OPERA | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $5,000 |
| KENILWORTH PARK DISTRICT | |||||||
| 347 IVY CT | KENILWORTH | IL | 60043 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $2,500 |
| KENILWORTH GARDEN CLUB | |||||||
| 2215 CHESTNUT AVENUE | WILMETTE | IL | 60091 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $500 |
| JOSEPH SEARS PARENT VOLUNTEER ASSOC | |||||||
| 542 ABBOTSFORD ROAD | KENILWORTH | IL | 60043 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $5,000 |
| IRISH GEORGIAN SOCIETY | |||||||
| 115 EAST 89TH ST SUITE 3B | NEW YORK | NY | 10128 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $3,000 |
| ILLINOIS CLUB FOR CATHOLIC WOMEN | |||||||
| 820 N MICHIGAN AVE RM 513 | CHICAGO | IL | 60611 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $2,500 |
| HOUSE OF GOOD SHEPARD | |||||||
| 1114 W GRACE STREET | CHICAGO | IL | 60613 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| GLENWOOD SCHOOL FOR BOYS & GIRLS | |||||||
| 500 W 187TH STREET | GLENWOOD | IL | 60425 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,500 |
| COLLEGE OF THE HOLY CROSS | |||||||
| PO BOX DEV 1 COLLEGE STREET | WORCESTER | MA | 01610 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $500 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $1,000 |
| BOY SCOUTS USA - TROOP 13 | |||||||
| 1231 E LINCOLN HWY | DEKALB | IL | 60115 | N/A | N/A | TO PROVIDE FOR GENERAL CHARITABLE ACTIVITIES AS DETERMINED BY THE RECIPIENT ORGANIZATION | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 63950 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $66 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $231,370 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $21,856 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $253,333 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 253333 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | Category |
| Amount | $16,875 | Amount |
| Net Investment Income | 12656 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4219 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $66,394 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE | 257 | 193 | 64 |
| INSURANCE | 1353 | 1015 | 338 |
| DUES & SUBSCRIPTIONS | 2626 | 1970 | 656 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 41 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL CONSULTING | Category |
| Amount | $191 | Amount |
| Net Investment Income | 191 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES WITHHELD | $1,370 | 1370 |
| EXCISE TAX ON INVESTMENT INCOME | $3,000 |
Comments