THE MCNAMARA PURCELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MCNAMARA PURCELL FOUNDATION (EIN 36-7293187)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202111379349101851
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:56:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367293187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McNamara Purcell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DYKSTRA | InCareOfNm |
| Business Name Control | MCNA | BusinessNameControlTxt |
| Phone | 8474051069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 Churchill Road | AddressLine1Txt |
| City | Winfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL PURCELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126282451 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | PURCELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan Brizius | PreparerPersonNm |
| PTIN | P01782905 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,907,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $451,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,022 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $597 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $599,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $599,653 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,745 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $299 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $994,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $994,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,001,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $994,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$401,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $407,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,610,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,610,184 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,915,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,296,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,732,795 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $564,974 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,822,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,406,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,907,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,822,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,406,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,822,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,406,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,822,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,406,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,822,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$401,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $449 | OtherIncreasesAmt |
| Subtotal | $11,421,384 | SubtotalAmt |
| Other Decreases | $14,477 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,406,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 | $2,186 | $2,186 | $2,186 | ||||
| DAVITA INC COM | $290,967 | $145,836 | $145,836 | P | 2017-11-21 | 2020-11-23 | $145,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,237 | SubtotalAmt |
| Tax Based On Investment Income | $8,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,131 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,131 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,894 | OverpaymentAmt |
| Applied To ES Tax | $4,894 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DYKSTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126282451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David P Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Michael J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Paul M Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Philip J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | MANAGER | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,863,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,042,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,906,207 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,906,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,592,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,029,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,029,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,237 | TotalTaxAmt |
| Distributable Before Adj | $1,021,394 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,021,394 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,021,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $994,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $994,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $994,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,021,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $983,535 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $994,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $983,535 | AppliedToYear1Amt |
| Applied To Current Year | $10,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,010,929 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J PURCELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| DONOR ADVISED TRUST AT FIDELITY | |||||||
| 100 CROSBY PARKWAY | COVINGTON | KY | 41015 | EOF | UNRESTRICTED | $125,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 17th STREET NW | WASHINGTON DC | DC | 20036 | PC | UNRESTRICTED | $50,000 | NONE |
| ARIZONA STATE UNIVERSITY | |||||||
| BUSINESS ADMINISTRATION 300 E LEMO | TEMPE | AZ | 85287 | PC | UNRESTRICTED | $10,000 | NONE |
| BIG SHOULDERS | |||||||
| 212 W VAN BUREN ST 900 | CHICAGO | IL | 60607 | PC | UNRESTRICTED | $5,000 | NONE |
| BOYS AND GIRLS CLUB OF CHICAGO | |||||||
| 2102 W MONROE ST | CHICAGO | IL | 60612 | PC | UNRESTRICTED | $10,000 | NONE |
| BRAIN RESEARCH FOUNDATION - DISCOVERY DINNER | |||||||
| 111 W WASHINGTON ST | CHICAGO | IL | 60602 | PC | UNRESTRICTED | $10,000 | NONE |
| CARL'S KIDS | |||||||
| 3212 WINFIELD DR | DURHAM | NE | 27707 | PC | UNRESTRICTED | $5,000 | NONE |
| CHICAGO BLACKHAWKS FOUNDATION - FOUR FEATHERS | |||||||
| 1901 W MADISON ST | CHICAGO | IL | 60612 | PC | UNRESTRICTED | $8,500 | NONE |
| CHICAGO CHAPTER OF THE SPINAL CORD SOCIETY | |||||||
| 12111 S HAROLD AVE | PALOS HEIGHTS | IL | 60463 | UNRESTRICTED | $5,000 | NONE | |
| CHILDREN'S HOME AID | |||||||
| 125 S WACKER DR | CHICAGO | IL | 60606 | PC | UNRESTRICTED | $10,000 | NONE |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PW | 19104 | PC | UNRESTRICTED | $2,500 | NONE |
| CONNIE DWYER BREAST CANCER FOUNDATION | |||||||
| 111 CENTRAL AVENUE | NEWARK | NJ | 07102 | EOF | UNRESTRICTED | $5,000 | NONE |
| CRISTO REY NETWORK | |||||||
| 14 EAST JACKSON BOULEVARD SUITE 12 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $50,000 | NONE |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $5,000 | NONE |
| DECLAN DRUMM SULLIVAN MEMORIAL FOUNDATION | |||||||
| 3539 LONG GROVE ROAD | LONG GROVE | IL | 60047 | PC | UNRESTRICTED | $5,000 | NONE |
| HOSPITAL FOR SPECIAL SURGERY - CAMISSA PROJECT | |||||||
| 1 BRIAR RIAD | GOLF | IL | 60029 | PC | UNRESTRICTED | $10,000 | NONE |
| INTERMOUNTAIN RESEARCH AND MEDICAL FOUNDATION | |||||||
| 5121 S COTTONWOOD ST 115 | MURRAY | UT | 84107 | PC | UNRESTRICTED | $75,000 | NONE |
| JUNIOR ACHIEVEMENT OF CHICAGO - ANNUAL DINNER | |||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | POF | UNRESTRICTED | $5,000 | NONE |
| LOYOLA ACADEMY BECOME MORE CAMPAIGN | |||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | PC | UNRESTRICTED | $27,000 | NONE |
| LURIE CHILDREN'S - FOUNDERS BOARD PRO AM | |||||||
| 225 E CHICAGO AVE | CHICAGO | ID | 60611 | EOF | UNRESTRICTED | $35,000 | NONE |
| MALACHI HOUSE | |||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | PC | UNRESTRICTED | $5,000 | NONE |
| MISERCORDIA HOME | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | PC | UNRESTRICTED | $1,000 | NONE |
| MS RESEARCH CENTER OF NY | |||||||
| 521 W 57TH ST | NEW YORK | NY | 10019 | PF | UNRESTRICTED | $35,000 | NONE |
| MS SOCIETY ILLINOIS STATE CHAPTER | |||||||
| 910 W VAN BUREN ST STE 4TH FLR | CHICAGO | IL | 60607 | PC | UNRESTRICTED | $25,000 | NONE |
| MULTIPLE MYELOMA - CHICAGO DINNER | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | POF | UNRESTRICTED | $35,000 | NONE |
| PARK CITY MINERS BASKETBALL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | EOF | UNRESTRICTED | $10,000 | NONE |
| PAUL PURCELL KIDS WIN ANNUAL GRANT | |||||||
| 777 E WASHINGTON AVE | MILWAUKEE | WI | 53202 | PC | UNRESTRICTED | $5,000 | NONE |
| ROOSEVELT UNIVERSITY | |||||||
| 430 S MICHIGAN AVE | CHICAGO | IL | 60605 | EOF | UNRESTRICTED | $2,500 | NONE |
| SAINTS FAITH HOPE & CHARITY - TEACHER APPRECIATION | |||||||
| 180 RIDGE AVE | WINNETKA | IL | 60093 | PC | UNRESTRICTED | $10,000 | NONE |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | PC | UNRESTRICTED | $10,000 | NONE |
| TCU DEAN'S DISCRETIONARY FUND | |||||||
| 2800 S UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | PC | UNRESTRICTED | $100,000 | NONE |
| TCU BUSINESS SCHOOL BUILDING CAMPAIGN | |||||||
| DAN D ROGERS HALL | FORT WORTH | TX | 76109 | PC | UNRESTRICTED | $75,000 | NONE |
| THE TORCH FOUNDATION | |||||||
| 22647 VENTURA BLVD 629 | WOODLAND HILLS | CA | 91364 | PC | UNRESTRICTED | $10,000 | NONE |
| WATERFORD SCHOOL GENERAL FUND | |||||||
| 1480 E 9400 S | SANDY | UT | 84093 | EOF | UNRESTRICTED | $15,000 | NONE |
| INTERMOUNTAIN FOUNDATION PARK CITY HOSPITAL | |||||||
| 900 ROUND VALLEY DR | PARK CITY | UT | 84060 | PC | UNRESTRICTED | $200,000 | NONE |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | ID | 60614 | PC | UNRESTRICTED | $2,500 | NONE |
| REVERSAL OF PRIOR YEAR UNCASHED CONTRIBUTION | |||||||
| 27 W 332 CHURCHILL ROAD | WINFIELD | IL | 60190 | PC | UNRESTRICTED | -$5,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $994,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $599,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $599,653 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 14 | N/A |
| 18 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1165 SHS ALLERGAN PLC SHS(AGN) | $0 | $0 |
| 40533 SHS ISHARES SEL DIV ETF | $2,039,045 | $3,898,464 |
| 10000 SHS ISHARES TST MSCI ETF | $348,707 | $516,700 |
| 18067 SHS ISHARES SPDR S&P ETF | $2,470,351 | $7,053,994 |
| 44486 SHS SEL SECTOR SPDR | $618,420 | $1,311,447 |
| 26581 SHS VG INTL EQ INDEX FND | $1,111,756 | $2,646,029 |
| 38700 SHS WISDOMTREE JPN EQT | $1,426,873 | $2,106,054 |
| 24000 SHS INVESCO LTD | $482,934 | $418,320 |
| 11496 SHS CARDINAL H COM NPV | $611,609 | $615,726 |
| 2645 SHS DAVITA INC COM | $0 | $0 |
| 11825 SHS TEVA PHARM IND ADS | $159,523 | $114,111 |
| 1799410 FIMM MM PRIME RES CL | $0 | $0 |
| SPDR SER TR S&P REGL BKG | $27,505 | $51,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES FROM PASS-THROUGHS | Desc |
| Amt | $14,477 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT INCOME | -$1,708 | -$1,708 |
| OTHER INCOME | $2,305 | $2,305 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DIFFERENCES | Desc |
| Amt | $449 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $6,745 | Amt |
| Net Investment Income | $6,745 | NetInvestmentIncomeAmt |