THE JOHN AND CHARLOTTE GILMORE FOUNDATION: Form 990PF, tax year 2010
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- Organization
- THE JOHN AND CHARLOTTE GILMORE FOUNDATION (EIN 13-3545181)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-11
- IRS object ID
- 201123159349100802
- Schema version
- 2010v3.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T08:44:02-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 606 TAX SERVICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S LA SALLE ST STE 606 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606051076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133545181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND CHARLOTTE GILMORE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 3126554696 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN F GILMORE JR GOLDMAN SACHS | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN G GILMORE JR | Name |
| Title | TRUSTEE | Title |
| Phone | 3126554696 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J DWYER ATTORNEY AT LAW | Name |
| Phone | 3127865959 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 342272 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 5160 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5160 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 105160 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5160 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2155 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1293 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 862 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 267 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 152 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 115 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2422 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1445 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 977 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 62922 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1445 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61477 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 42238 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3715 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1638 | CashBOY |
| Cash EOY | 38716 | CashEOY |
| Cash EOYFMV | 38716 | CashEOYFMV |
| Investments Corp Stock BOY | 289069 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 303556 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 303556 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 290707 | TotalAssetsBOY |
| Total Assets EOY | 342272 | TotalAssetsEOY |
| Total Assets EOYFMV | 342272 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 290707 | CapitalStockBOY |
| Capital Stock EOY | 342272 | CapitalStockEOY |
| Total Net Assets BOY | 290707 | TotalNetAssetsBOY |
| Total Net Assets EOY | 342272 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 290707 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 342272 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 290707 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 42238 | ExcessOfRevenueOverExpenses |
| Other Increases | 9327 | OtherIncreases |
| Subtotal | 342272 | Subtotal |
| Total Net Assets Fund Balances EOY | 342272 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 208964 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 320658 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.651673 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 136707 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 417983 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.327064 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 298808 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 559858 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.533721 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61547 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 639149 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.096295 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 97940 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 528755 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.185228 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.793981 | TotalDistributionRatio |
| Average Distribution Ratio | 0.358796 | AverageDistributionRatio |
| Net Noncharitable Assets | 318734 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114360 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 37 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114397 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 61477 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 74 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 74 | Subtotal |
| Tax Based On Investment Income | 74 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2464 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2464 | TotalCreditsAndPayments |
| Original Return Overpayment | -2464 | OriginalReturnOverpayment |
| Overpayment | 2390 | Overpayment |
| Amount Credited To Next Year | 2390 | 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 | 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 Person Name | JOHN F GILMORE JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3126554696 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOLDMAN SACHS 71 S WACKER DR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN G GILMORE JR | ||||||||
| GOLDMAN SACHS 71 S WACKER DR | CHICAGO | IL | 60606 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHARLOTTE GILMORE | ||||||||
| GOLDMAN SACHS 71 S WACKER DR | CHICAGO | IL | 60606 | TRUSTEE | 1.00 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 306928 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16660 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 323588 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 323588 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4854 | CashDeemedCharitable |
| Net Noncharitable Assets | 318734 | NetNoncharitableAssets |
| Minimum Investment Return | 15937 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15937 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 74 | TaxBasedOnInvestmentIncome |
| Total Tax | 74 | TotalTax |
| Distributable Amount Before Adj | 15863 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15863 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15863 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61477 | ExpensesAndContributions |
| Qualifying Distributions | 61477 | QualifyingDistributions |
| Adj Qualifying Distributions | 61477 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15863 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 72023 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30035 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 275414 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 115929 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 192951 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 686352 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61477 | QualifyingDistributions |
| Applied To Current Year | 15863 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 45614 | RemainingDistriFromCorpus |
| Total Corpus | 731966 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 72023 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 659943 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30035 | ExcessFromYear4 |
| Excess From Year3 | 275414 | ExcessFromYear3 |
| Excess From Year2 | 115929 | ExcessFromYear2 |
| Excess From Year1 | 192951 | ExcessFromYear1 |
| Excess From Current Year | 45614 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOLDMAN SACHS 71 S WACKER DR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(c)(3)501(c)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $60,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,160 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,160 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5160 | 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 |
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 | JOHN CHARLOTTE GILMORE JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN F GILMORE JR GOLDMAN SACHS | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMAS J. DWYER & ASSOC. TAX PREPARATION FEE | Category |
| Amount | $2,155 | Amount |
| Net Investment Income | 1293 | NetInvestmentIncome |
| Disbursements Charitable Prps | 862 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS & CO. | NameOfStock |
| EOY Book Value | 303556 | EOYBookValue |
| EOYFMV | 303556 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 152 | 152 | |
| ILLINOIS ATTORNEY GENERAL FILING | 115 | 115 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET GAIN OR (LOSS) | Description |
| Amount | $9,327 | Amount |
Comments