THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349100332
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T09:06:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363184453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIFF HARDIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DR SUITE 6600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367156974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALLAGHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O D STETTER-SCHIFF HARDIN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 8472718803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE SUITE 7100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C JOHNSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6302853601 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA L STETTER | PreparerPersonNm |
| PTIN | P00986927 | PTIN |
| Phone | 3122585500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,628,241 | 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 |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,954 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,171 | 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 |
| Legal Fees Rev And Expnss | $7,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $810,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $800,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$711,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,579 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,197 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $303,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $258,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,821,325 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $856,394 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $635,325 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $771,719 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,206,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $928,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,628,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $666,905 | CapitalStockBOYAmt |
| Capital Stock EOY | $666,905 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $539,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $261,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,206,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $928,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,206,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $928,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,206,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$711,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $433,636 | OtherIncreasesAmt |
| Subtotal | $928,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $928,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 5,000 SHARES ARTHUR J GALLAGHER | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $68,304 | GrossSalesPriceAmt |
| Cost Or Other Basis | $49,350 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,954 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,954 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $588,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,985,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $599,094 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,332,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,233,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,963,182 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.206900 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $547,135 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,839,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $175,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,762,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099449 | DistributionYr5Rt |
| Total Distribution | 0.796410 | TotalDistributionRt |
| Average Distribution | 0.159282 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,942,720 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $468,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $992 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $800,000 | 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 | $992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $208 | OverpaymentAmt |
| Applied To ES Tax | $208 | 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 | CECILE WOOSTER | IndividualWithBooksNm |
| Phone | 8472718803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2500 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34230 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARY G JOHNSON | ||||||||
| 1030 GREENWOOD | WILMETTE | IL | 60091 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER A GALLAGHER | ||||||||
| 600 WINDSOR DRIVE | GLENVIEW | IL | 60025 | TRUSTEE | 1.00 | $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 |
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 | $2,906,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,987,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,987,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,942,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $992 | TotalTaxAmt |
| Distributable Before Adj | $146,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $800,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $800,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $992 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $799,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $541,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $434,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $441,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,814,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $800,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $653,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,468,084 | 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 | $88,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,379,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,908 | ExcessFromYear4Amt |
| Excess From Year3 | $541,493 | ExcessFromYear3Amt |
| Excess From Year2 | $434,260 | ExcessFromYear2Amt |
| Excess From Year1 | $441,909 | ExcessFromYear1Amt |
| Excess From Current Year | $653,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CECILE WOOSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2500 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472718803 | RecipientPhoneNum |
| Recipient Email Address | CECIWOOSTER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS ONLY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| PO BOX 565 | AGOURA HILS | CA | 91376 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | RELIEF AID | $50,000 |
| ANNUAL CATHOLIC APPEAL | |||||||
| 721 N LA SALLE STREET | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| ARMENIAN RELIEF MISSION | |||||||
| PO BOX 571 | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | FAMILY SRVICES | $20,000 |
| BIG LIFE FOUNDATION | |||||||
| 1715 NORTH HERON WAY | RIDGEFIELD | WA | 98642 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN STREET STE 900 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $25,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 827 GAFFIELD PL | EVANSTON | WI | 60201 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $50,000 |
| BROOKLINK | |||||||
| N105 W20939 OAK LANE | GERMANTOWN | WI | 53022 | NONE | PUBLIC CHARITY | MINISTRY | $25,000 |
| CAPE MISSION | |||||||
| PO BOX 2 | WATERLOO | WI | 53594 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| CATHOLIC CHARITIES LOSS | |||||||
| 708 CHURCH STREET | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $5,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LA SALLE STREET | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $25,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | RELIGIOUS AND FAMILY SERVICES | $50,000 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | CULTURAL | $75,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| CHRIST THE KING SCHOOL | |||||||
| 5088 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| CYSTIC FIBOSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 |
| EMMAUS MINISTRIES | |||||||
| 4201 N TROY ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | RELIGIOUS | $20,000 |
| ERIKA'S LIGHTHOUSE | |||||||
| 897 1/2A GREEN BAY RD | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | COMUNITY AND FAMILY SERVICES | $10,000 |
| INNER CITY IMPACT | |||||||
| 3327 W FULLERTON | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $25,000 |
| JOSEPHINUM ACADEMY | |||||||
| 1501 N OAKLY BLVD | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | EDUCATIONAL | $22,500 |
| MARKLUND CHILDREN'S HOME | |||||||
| 1 S 450 WYATT DR | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | FAMILY SERVICES | $100,000 |
| MASSAI GOOD SALVAGE OUTREACH ORGANIZATION | |||||||
| 127 LIBERTY AVENUE | PT JEFFERSON | NY | 11777 | NONE | PUBLIC CHARITY | COMMUNITY OUTREACH | $7,500 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | MEDICAL | $25,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| NEEDY FAMILY FUND | |||||||
| 950 WEST BASIN ROAD | NEW CASTLE | DE | 19720 | NONE | PUBLIC CHARITY | MEDICAL CARE | $35,000 |
| OPERATION WARM | |||||||
| 6 DICKENSON DRIVE | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | FAMILY SERVICESEDUCATIONAL | $25,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 851 DOWNEY WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| USO OF ILLINOIS | |||||||
| 333 S WABASH | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | MILITARY NEED | $10,000 |
| YOUTH CHORAL THEATRE | |||||||
| 708 CHURCH STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,171 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 28,782 SHARES ARTHUR GALLAGHER & CO | StockNm |
| EOY Book Value | $258,175 | EOYBookValueAmt |
| EOYFMV | $1,821,325 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STOCK FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $635,325 | BookValueAmt |
| EOYFMV | $771,719 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHIFF HARDIN LLP | CategoryTxt |
| Legal Fees | $7,395 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 |
| MANAGEMENT FEES | $2,150 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINED EARNINGS ADJUSTMENT | Desc |
| Amt | $433,636 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |