GERALDINE AND ROLAND FORD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: GERALDINE AND ROLAND FORD FOUNDATION (EIN 47-7134051)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-05-12
IRS object ID: 202011339349101011
Schema version: 2019v5.1
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
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-05-12T13:30:21-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	362929601	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FGMK LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2801 LAKESIDE DRIVE 3RD FLOOR	AddressLine1Txt
City	BANNOCKBURN	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60015	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	477134051	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GERALDINE & ROLAND FORD FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GERA	BusinessNameControlTxt
Phone	8479992130	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	971 ASHLEY ROAD	AddressLine1Txt
City	LAKE FOREST	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60045	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GERALDINE FORD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8479992130	PhoneNum
Signature	2020-05-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RANDY MARKOWITZ	PreparerPersonNm
PTIN	P00024635	PTIN
Phone	8473740400	PhoneNum
Preparation	2020-05-07	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.135.146.196	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-05-08	IPDt
IP Tm	15:50:37	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	6C9B1A35775087DBDB8A6D25ECA509C7F6C27838	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$878,996	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	$54,749	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$24,923	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,923	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,347	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$829,404	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$77,325	TotalRevAndExpnssAmt
Total Net Invst Incm	$24,923	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss	$1,044	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$845	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$8,334	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$8,319	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$15	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,378	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,164	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$15	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$61,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$61,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$70,378	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,164	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$61,015	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,947	ExcessRevenueOverExpensesAmt
Net Investment Income	$15,759	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$21,461	CashBOYAmt
Cash EOY	$30,131	CashEOYAmt
Cash EOYFMV	$30,131	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$894	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$894	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$748,887	CorporateStockBOYAmt
Corporate Stock EOY	$747,200	CorporateStockEOYAmt
Corporate Stock EOYFMV	$847,971	CorporateStockEOYFMVAmt
Total Assets BOY	$770,348	TotalAssetsBOYAmt
Total Assets EOY	$778,225	TotalAssetsEOYAmt
Total Assets EOYFMV	$878,996	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$770,348	RetainedEarningBOYAmt
Retained Earning EOY	$778,225	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$770,348	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$778,225	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$770,348	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$778,225	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$770,348	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,947	ExcessRevenueOverExpensesAmt
Other Increases	$930	OtherIncreasesAmt
Subtotal	$778,225	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$778,225	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY X3611	$47,259	$44,789	$2,470	$2,470
MORGAN STANLEY X3611	$782,145	$786,962	-$4,817	-$4,817

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$2,347	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$49,566	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$854,979	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.057973	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$55,148	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$927,808	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.059439	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$40,395	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,914,347	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.021101	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$33,900	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,955,000	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.011472	DistributionYr4Rt
Total Distribution	0.149985	TotalDistributionRt
Average Distribution	0.037496	AverageDistributionRt
Net Vl Noncharitable Assets	$815,419	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$30,575	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$158	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$30,733	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$61,015	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$158	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$158	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$158	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$158	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT T NAPIER	IndividualWithBooksNm
Phone	3126215252	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 WEST WACKER DRIVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	GERALDINE FORD	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	971 ASHLEY RD	AddressLine1Txt
City	LAKE FOREST	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60045	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$798,432	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$29,405	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$827,837	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$827,837	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,418	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$815,419	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$40,771	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$40,771	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$158	TaxBasedOnInvestmentIncomeAmt
Total Tax	$158	TotalTaxAmt
Distributable Before Adj	$40,613	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$40,613	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$40,613	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$61,015	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$61,015	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$158	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$60,857	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$40,613	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$9,162	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,215	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$16,377	TotalExcessDistributionCyovAmt
Qualifying Distributions	$61,015	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$40,613	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$20,402	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$36,779	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$36,779	ExcessDistriCyovToNextYrAmt
Excess From Year2	$9,162	ExcessFromYear2Amt
Excess From Year1	$7,215	ExcessFromYear1Amt
Excess From Current Year	$20,402	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GERALDINE FORD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOYS AND GIRLS CLUB
1590 WILKENING ROAD	SCHAUMBURG	IL	60173	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$1,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROAD	GLENCOE	IL	60022	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$2,500
CHILDREN'S HOSPITAL FOUNDATION MILWAUKEE
PO BOX 1997	MILWAUKEE	WI	53201	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$10,000
EPWORTH CHURCH ASSOCIATION
1161 N LAKESHORE DRIVE	LUDINGTON	MI	49431	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$1,000
FIRST PRESBYTERIAN CHURCH
700 SHERIDAN ROAD	LAKE FOREST	IL	60045	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$5,000
GORTON COMMUNITY CENTER
400 E ILLINOIS RD	LAKE FOREST	IL	60045	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$2,000
LAKE FOREST NORTHWESTERN HOSPITAL
1000 N WESTMORELAND RD	LAKE FOREST	IL	60045	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$25,000
MICHIGAN STATE UNIVERSITY
220 TROWBRIDGE RD	EAST LANSING	MI	48824	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$2,000
MOORINGS PRESBYERIAN CHURCH
791 HARBOUR DR	NAPLES	FL	34103	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$1,000
NORTHSHORE UNIVERSITY HEALTH SYSTEM
2650 RIDGE AVE	EVANSTON	IL	60201	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$1,000
UNITED WAY
333 S WABASH AVE 30TH FLOOR	CHICAGO	IL	60604	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$250
ACTS SCHOOL OF FRONTIER MISSIONS
640 CHAPEL HILLS DR	COLORADO SPRINGS	CO	80920	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$10,000
CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVE 2200	CHICAGO	IL	60601	NONE	501(C)(3)	GENERAL UNRESTRICTED USE	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$61,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,923	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$2,347	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$22,576	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$22,576	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GERALDINE FORD	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	971 ASHLEY RD	AddressLine1Txt
City	LAKE FOREST	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60045	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$54,535	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MORGAN STANLEY	StockNm
EOY Book Value	$747,200	EOYBookValueAmt
EOYFMV	$847,971	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$8,319	$8,319	$0
IL AG CHARITABLE FILING FEES	$15	$0	$15

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$930	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$845	$845	$0
EXCISE TAXES	$199	$0	$0