DAMICO FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAMICO FAMILY FOUNDATION (EIN 01-0702653)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-08
- IRS object ID
- 201242839349100004
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-08T10:12:55-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271180831 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPM PARTNERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE SUITE 1000 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 | 010702653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAMICO FAMILY FOUNDATION CO HPM PARTNERS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAMI | NameControl |
| Phone | 2167062461 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVENUE NO 1000 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH F DAMICO | Name |
| Title | PRESIDENT | Title |
| Phone | 8477393200 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW WOJTOWICZ CPA | Name |
| PTIN | P00969025 | PTIN |
| Phone | 2166870700 | 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 | 3913097 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 52700 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 38025 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38025 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 111977 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 111977 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -55403 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 700664 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 147299 | TotalRevenueAndExpenses |
| Total Net Investment Income | 150002 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 25589 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1598 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1398 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29687 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1398 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 194500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 194500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 224187 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1398 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 194500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -76888 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 148604 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4127394 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1311713 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1311711 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 2753793 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2601386 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4127394 | TotalAssetsBOY |
| Total Assets EOY | 4065506 | TotalAssetsEOY |
| Total Assets EOYFMV | 3913097 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4127394 | RetainedEarningsBOY |
| Retained Earnings EOY | 4065506 | RetainedEarningsEOY |
| Total Net Assets BOY | 4127394 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4065506 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4127394 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4065506 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4127394 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -76888 | ExcessOfRevenueOverExpenses |
| Other Increases | 15000 | OtherIncreases |
| Subtotal | 4065506 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4065506 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| 18,718.324 SHS BOSTON TRUST SMALL CAP FUND | P | 2011-01-01 | 2011-09-21 | 216571 | 250000 | -33429 | -33429 |
| 1,367 SHS ISHARES TR IBOXX $ HIGH YIELD CORP | P | 2011-01-13 | 2011-06-14 | 122991 | 125020 | -2029 | -2029 |
| 680 SHS ISHARES TR IBOXX $ HIGH YIELD CORP | P | 2011-02-08 | 2011-06-14 | 61181 | 62606 | -1425 | -1425 |
| 681 SHS ISHARES TR IBOXX $ HIGH YIELD CORP | P | 2011-03-02 | 2011-06-14 | 61271 | 62507 | -1236 | -1236 |
| 8,301.405 SHS PIMCO COMMODITY REAL RETURN INST | P | 2011-01-13 | 2011-10-26 | 64975 | 77786 | -12811 | -12811 |
| 1,817 SHS VANGUARD INT'L EQUITY | P | 2011-01-13 | 2011-08-19 | 75087 | 87949 | -12862 | -12862 |
| 1,543 SHS VANGUARD INT'L EQUITY | P | 2011-01-13 | 2011-09-21 | 61806 | 74674 | -12868 | -12868 |
| 332 SHS VANGUARD INT'L EQUITY | P | 2011-02-08 | 2011-09-21 | 13299 | 15525 | -2226 | -2226 |
| CAPITAL GAINS DIVIDENDS | P | 23483 | 23483 | 23483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -55403 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 75750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1334735 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056753 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1099616 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055019 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 56000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1109847 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050457 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1106794 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063246 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 83000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1112264 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074623 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.300098 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060020 | AverageDistributionRatio |
| Net Noncharitable Assets | 4057436 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 243527 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1486 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 245013 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 194500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2972 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2972 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2972 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Overpayment | 2015 | Overpayment |
| Amount Credited To Next Year | 2015 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ANTHONY DECELLO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2167062461 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVENUE 1000 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOSEPH F DAMICO JR | ||||||||
| 1388 WEST LAKE STREET | LIBERTYVILLE | IL | 60048 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| PAMELA C DAMICO | ||||||||
| 1388 WEST LAKE STREET | LIBERTYVILLE | IL | 60048 | TREASURER | 0.00 | 0 | 0 | 0 |
| ANTHONY D DECELLO | ||||||||
| 600 SUPERIOR AVENUE SUITE 1000 | CLEVELAND | OH | 44114 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2428374 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1690850 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4119224 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4119224 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 61788 | CashDeemedCharitable |
| Net Noncharitable Assets | 4057436 | NetNoncharitableAssets |
| Minimum Investment Return | 202872 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 202872 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2972 | TaxBasedOnInvestmentIncome |
| Total Tax | 2972 | TotalTax |
| Distributable Amount Before Adj | 199900 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 199900 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 199900 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 194500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 194500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 194500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 199900 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 28498 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15795 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1635 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6365 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 33310 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 85603 | TotalExcessDistriCarryover |
| Qualifying Distributions | 194500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 194500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 5400 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 5400 | ExcessDistriCyovAppliedCY |
| Total Corpus | 80203 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 23098 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 57105 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15795 | ExcessFromYear4 |
| Excess From Year3 | 1635 | ExcessFromYear3 |
| Excess From Year2 | 6365 | ExcessFromYear2 |
| Excess From Year1 | 33310 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 826 CHICAGO | |||||||
| 1331 N MILWAUKEE AVE | CHICAGO | IL | 60622 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ACE UNIVERISTY OF NOTRE DAME | |||||||
| 154 IEI BUILDING | NOTRE DAME | IN | 46556 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| BISHOP IRETON HIGH SCHOOL | |||||||
| 201 CAMBRIDGE ROAD | ALEXANDRIA | VA | 22314 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CHILDREN'S MEMORIAL FOUNDATION | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| EQUESTRIAN CONNECTION | |||||||
| 600 N BRADLEY ROAD | LAKE FOREST | IL | 60045 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| GRIFFITH TUTORING GROUP | |||||||
| 3346 N SOUTHPORT AVE 2S | CHICAGO | IL | 60657 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| LAKE COUNTY HAVEN | |||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| LENA WASHINGTON FOOD & SHELTER FOUNDATION | |||||||
| 1609 S HOMAN AVE | CHICAGO | IL | 60623 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVE 302 | SKOKIE | IL | 60077 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| NORTHWESTERN MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 251 EAST HURON STREET | CHICAGO | IL | 60611 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| NORTHWESTERN UNIVERSITY CANCER CENTER | |||||||
| 675 N ST CLAIR 21ST FL | CHICAGO | IL | 60611 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| OSTEOGENESIS IMPERFECTA FOUNDATION | |||||||
| PO BOX 824061 | PHILADELPHIA | PA | 19182 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| YOUTH & FAMILY COUNSELING | |||||||
| 1585 N MILWAUKEE RD 14 | LIBERTYVILLE | IL | 60048 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 194500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,025 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $111,977 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$55,403 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $94,599 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 94599 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | JOSEPH F DAMICO | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1388 WEST LAKE STREET | AddressLine1 |
| City | LIBERTYVILLE | City |
| State | IL | State |
| ZIP Code | 60048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 52700 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HPM PARTNERS LLC | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MISCELLANEOUS STOCKS | AT COST | 211948 | 179052 |
| MISCELLANEOUS MUTUAL FUNDS | AT COST | 2541845 | 2422334 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 200 | 0 | 0 |
| BANK FEES | 59 | 59 | 0 |
| FOREIGN TAX PAID | 1339 | 1339 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO NET ASSETS | Description |
| Amount | $15,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $25,589 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments