DRW FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DRW FOUNDATION (EIN 20-1734765)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349102611
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:13:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRW TRADING GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRWT | BusinessNameControlTxt |
| Phone | 3127988482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEVOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3127988482 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERI QUALIZZA | PreparerPersonNm |
| PTIN | P00187016 | PTIN |
| Phone | 3122982000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 14:33:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F4F09A13F3D23E1BC639EF2D91EFF3367ADA863 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $170,686 | 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 | $397,515 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,141 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,141 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $680 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $680 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $417,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,555 | CashBOYAmt |
| Cash EOY | $5,645 | CashEOYAmt |
| Cash EOYFMV | $5,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $204,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,041 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $242,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,966 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,941 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $200,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $200,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $214,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $210,941 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $27,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$40,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$40,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $242,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $170,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,144 | SubtotalAmt |
| Other Decreases | $49,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$40,255 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $921,061 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $229,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.013967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $727,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $277,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.618963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $689,774 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $680,437 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.013722 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,348,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,285,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.049246 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,210,544 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,368,948 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.511005 | DistributionYr5Rt |
| Total Distribution | 9.206903 | TotalDistributionRt |
| Average Distribution | 1.841381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $212,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $391,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $391,354 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $417,400 | 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 | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,986 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,986 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,971 | OverpaymentAmt |
| Applied To ES Tax | $1,971 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | RICH CALZARETTA | IndividualWithBooksNm |
| Phone | 3125421000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY LEVOFF | ||||||||
| 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DONALD R WILSON | ||||||||
| 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| KEVIN KROGER | ||||||||
| 81 LOCUST ROAD | WINNETKA | IL | 60093 | TREASURER | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $199,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $215,761 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $215,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $212,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $10,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $417,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $417,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $417,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,095,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,288,070 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $655,752 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $713,916 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $909,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,663,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $417,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $406,789 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,070,076 | 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 | $1,095,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,974,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,288,070 | ExcessFromYear4Amt |
| Excess From Year3 | $655,752 | ExcessFromYear3Amt |
| Excess From Year2 | $713,916 | ExcessFromYear2Amt |
| Excess From Year1 | $909,668 | ExcessFromYear1Amt |
| Excess From Current Year | $406,789 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 WOMEN IN FINANCE FOUNDATION | ||||||||
| 888C 8TH AVENUE 453 | NEW YORK | NY | 10019 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | |
| AUTISM SPEAKS | ||||||||
| 3500 W PETERSON AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 | |
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||||
| 340 E JOHN CARPENTER FWY STE 100 | IRVING | TX | 75062 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| BOTTOM LINE | ||||||||
| 1912 DORCHESTER AVE | BOSTON | MA | 02124 | NONE | PC | GENERAL PROGRAM SUPPORT | $20,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 500 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 | |
| CHICAGO TECH ACADEMY HIGH SCHOOL | ||||||||
| 1301 W 14TH ST | CHICAGO | IL | 60608 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| CHICAGO TECH ACADEMY HIGH SCHOOL | ||||||||
| 1301 W 14TH ST | CHICAGO | IL | 60608 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| CODE PLATOON | ||||||||
| 125 S CLARK ST 17TH FLOOR | CHICAGO | IL | 60603 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| CODE PLATOON | ||||||||
| 125 S CLARK ST 17TH FLOOR | CHICAGO | IL | 60603 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| COLLEGE POSSIBLE | ||||||||
| 215 W SUPERIOR ST 300 | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 | |
| COLLEGE POSSIBLE | ||||||||
| 215 W SUPERIOR ST 300 | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| COMMERCIAL CLUB FOUNDATION | ||||||||
| 21 S CLARK ST 4301 | CHICAGO | IL | 60603 | NONE | PC | GENERAL PROGRAM SUPPORT | $66,000 | |
| EDISON PARENT - TEACHER ORGANIZATION | ||||||||
| 1649 S CHATHAM ST | JANESVILLE | WI | 53546 | NONE | PC | GENERAL PROGRAM SUPPORT | $250 | |
| ESPERANZA COMMUNITY SERVICES | ||||||||
| 520 N MARSHFIELD AVE | CHICAGO | IL | 60622 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY | ||||||||
| 1132 200 BEDFORD ST 101 | MANCHESTER | NH | 03101 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 | |
| GOOD SPORTS INC | ||||||||
| 1515 HANCOCK ST | QUINCY | MA | 02169 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 | |
| INVEST FOR KIDS INC | ||||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | |
| KLRU-TV | ||||||||
| 2504 WHITIS AVE B | AUSTIN | TX | 78712 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,000 | |
| MARKLUND CHILDREN'S HOME | ||||||||
| 1 SOUTH 450 WYATT DRIVE | GENEVA | IL | 60134 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 | |
| METROSQUASH | ||||||||
| 6100 S COTTAGE GROCE AVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| MINDS MATTER | ||||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 | FLOOR |
| MONEYTHINK | ||||||||
| 1452 E 53RD STREET | CHICAGO | IL | 60615 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 | |
| NEW SCHOOLS FOR CHICAGO | ||||||||
| 21 S CLARK ST 4301 | CHICAGO | IL | 60603 | NONE | PC | GENERAL PROGRAM SUPPORT | $7,500 | |
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||
| 1 N STATE ST 7 | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,733 | |
| NORTHWESTERN SETTLEMENT | ||||||||
| 1400 W AUGUSTA BLVD | CHICAGO | IL | 60642 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| ONE GOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 | |
| OPEN BOOKS LTD | ||||||||
| 213 W INSTITUTE PL | CHICAGO | IL | 60610 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| ORCHARD VILLAGE | ||||||||
| 7660 GROSS POINT RD | SKOKIE | IL | 60077 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 | |
| OVERTURE PREMIUMS AND PROMOTIONS | ||||||||
| 595 LAKEVIEW PKWY | VERNON HILLS | IL | 60061 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,201 | |
| READING IN MOTION | ||||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 | |
| RENAISSANCE YOUTH CENTER | ||||||||
| 3485 THIRD AVE | BRONX | NY | 10456 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| RIGHT ANGLE | ||||||||
| 1010 N NOBLE ST | CHICAGO | IL | 60642 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| RUKUS GEAR LLC | ||||||||
| 337 WEST LINCOLN AVE | BARRINGTON | IL | 60010 | NONE | PC | GENERAL PROGRAM SUPPORT | $8,829 | |
| SIDNEY KIMMEL COMPREHENSIVE CANCER CENTER AT JOHN HOPKINS | ||||||||
| 401 N BROADWAY | BALTIMORE | MD | 21231 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| WORLD BUSINESS CHICAGO | ||||||||
| 177 N STATE ST 500 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 | |
| YEAR UP INC | ||||||||
| 93 SUMMER ST 5TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,013 | 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 | $2,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,141 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DRW INVESTMENTS LLC | ||||||
| 1 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $30,000 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 2 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $150,000 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 3 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $40,000 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 4 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $75,000 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 5 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $254 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 6 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $100,000 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 7 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $2,201 | Yes (X) |
| DRW INVESTMENTS LLC | ||||||
| 8 | 540 W MADISON STREET SUITE 2500 | CHICAGO | IL | 60661 | $60 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOAN SUPPORT | IdentifierTxt |
| Form And Line Reference | PART II, BALANCE SHEET, LINE 20 | FormAndLineReferenceDesc |
| Medium Explanation | THIS INFORMATION SUPPORTS THE AMOUNT OF $200,000 ON LINE 20, PART II ON THE BALANCE SHEET. 1. LENDER'S NAME: DRW HOLDINGS, LLC2. ORIGINAL AMOUNT: $200,0003. BALANCE DUE: $200,0004. DATE OF NOTE: 5/16/175. MATURITY DATE: 5/16/226. INTEREST RATE: ZERO7. REPAYMENT TERMS: PRINCIPAL SUM SHALL BE PAYABLE IN FULL IN FIVE YEARSLOAN PROCEEDS USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3) | MediumExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $49,399 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WIRE FEES | $1,265 | $0 | $0 | $1,265 |
| FILING FEES | $107 | $0 | $0 | $107 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ILLINOIS CHARITY BUREAU FUND | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |