GALONEY-STRUBBE CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GALONEY-STRUBBE CHARITABLE FOUNDATION (EIN 26-3293200)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-10
- IRS object ID
- 202032549349100713
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-10T13:17:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | 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 | 263293200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALONEY-STRUBBE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION 19-RP683 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALO | BusinessNameControlTxt |
| Phone | 7737434838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE J GALONEY | PersonNm |
| Person Title | SOLE TRUSTEE | PersonTitleTxt |
| Phone | 7737434838 | PhoneNum |
| Signature | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L PHILLIPS CPA | PreparerPersonNm |
| PTIN | P00024055 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2020-08-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-11 | IPDt |
| IP Tm | 16:55:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DF3D5F4093A21A4A72F6C289E548A6C82FF77C90 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE2A42B2A8A98B651B98EF25DA4D91E9EEF19621 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $300,182 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,972 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,469 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,893 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,090 | CashBOYAmt |
| Cash EOY | $39,373 | CashEOYAmt |
| Cash EOYFMV | $39,373 | CashEOYFMVAmt |
| Corporate Stock BOY | $45,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $133,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $138,809 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $183,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $221,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $300,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $268,255 | CapitalStockBOYAmt |
| Capital Stock EOY | $268,255 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$46,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$44,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $221,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $221,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $221,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $224,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $224,099 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $77,424 | $61,632 | $15,792 | $15,792 | |
| CAPITAL GAINS DIVIDENDS | $1,180 | $1,180 | $1,180 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,972 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $290,290 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,346 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $296,899 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $291,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080494 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $299,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $315,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063665 | DistributionYr5Rt |
| Total Distribution | 0.307496 | TotalDistributionRt |
| Average Distribution | 0.061499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $286,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,604 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,809 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,330 | 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 | $205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5 | 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 | MARIE J GALONEY SOLE TRUSTEE | IndividualWithBooksNm |
| Phone | 7737434838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | 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 | MARIE J GALONEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SOLE TRUSTEE | 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 | $246,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205 | TotalTaxAmt |
| Distributable Before Adj | $14,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,259 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,659 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,566 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,741 | 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 | $2,259 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,034 | ExcessFromYear3Amt |
| Excess From Year2 | $4,659 | ExcessFromYear2Amt |
| Excess From Year1 | $2,566 | ExcessFromYear1Amt |
| Excess From Current Year | $4,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARIE J GALONEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7737434838 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NOT A SPECIFIC APPLICATION FORM THAT NEEDS TO BE SUBMITTED. RECIPIENTS ARE SELECTED AT THE DISCRETION OF THE TRUSTEE, PROVIDED THAT THE RECIPIENT IS A CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEY CAT ALLIES | |||||||
| 7920 NORFOLK AVE 600 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $500 |
| ANTI CRUELTY SOCIETY | |||||||
| 510 N LASALLE DRIVE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $250 |
| BEST FRIENDS ANIMAL SANCTUARY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $500 |
| BOYS TOWN | |||||||
| PO BOX 8000 | BOYS TOWN | NE | 68010 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| CARE FOR REAL | |||||||
| 5339 N SHERIDAN RD | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| CHRISITIAN APPALACHIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 405555911 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| HOUSING OPPORTUNITIES & MAINTENANCE FOR THE ELDERLY | |||||||
| 1419 W CARROLL AVE FLOOR 2 | CHICAGO | IL | 606071149 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $450 |
| IRVING PARK COMMUNITY FOOD PANTRY | |||||||
| 4256 N RIDGEWAY AVENUE | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| KINDNESS RANCH ANIMAL SANCTUARY | |||||||
| 854 STATE HIGHWAY 270 | HARTVILLE | WY | 82215 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $300 |
| LITTLE BROTHERS - FRIENDS OF THE ELDERLY | |||||||
| 355 NORTH ASHLAND AVENUE | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $150 |
| PACIFIC GARDEN MISSION | |||||||
| 1458 S CANAL ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| PARALYZED VETS OF AMERICA | |||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 200063517 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| PCRM PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | |||||||
| 5100 WISCONSIN AVE NW STE 400 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| PEACEFUL VALLEY DONKEY RESCUE | |||||||
| PO BOX 216 | MILES | TX | 76861 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| RED DOOR ANIMAL SHELTER | |||||||
| 2410 W LUNT AVE | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| RESERVATION ANIMAL RESCUE | |||||||
| PO BOX 1841 | MERRIFIELD | VA | 221169605 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $500 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $500 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $250 |
| ST GERTRUDE PARISH | |||||||
| 1420 W GRANDVILLE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $2,000 |
| ST JOHN BERCHMAN PARISH | |||||||
| 2519 W LOGAN BLVD | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $10,300 |
| SUNDAY MASS AT MERCY HOME | |||||||
| 1140 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $400 |
| DELTA RESCUE | |||||||
| PO BOX 9 | GLENDALE | CA | 91209 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| LITTLE LONGEARS MINATURE DONKEY RESCUE | |||||||
| 1558 BOLLINGER ROAD | WESTMINSTER | MD | 21157 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| THE NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVENUE SUITE 2000 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $30 |
| CORAZON A CORAZON | |||||||
| 12731 S WOOD STREET | BLUE ISLAND | IL | 60406 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| TURNING POINTE DONKEY RESERVE | |||||||
| 216 N MEECH ROAD | DANSVILLE | MI | 48819 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| ENVIRONMENTAL DEFENSE FUND NEVER CLEARED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | EXEMPT PURPOSE | -$100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,330 | 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 | $8,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,469 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $20,391 | $50,990 |
| FOREIGN STOCKS | $25,526 | $26,380 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | AT COST | $108,809 | $145,458 |
| BALANCED FUNDS | AT COST | $30,000 | $37,981 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $15 | $15 | $0 |
| MISCELLANEOUS | $20 | $20 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,893 | Amt |
| Net Investment Income | $2,893 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |