DENNIS J SMITH LEGACY FOUNDATIONINC: Form 990PF, tax year 2016
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- Organization
- DENNIS J SMITH LEGACY FOUNDATIONINC (EIN 26-0334261)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-28
- IRS object ID
- 201702409349100305
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-28T11:11:32-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFFREY JOHNS & ASSOC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E COURT ST STE 510 | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260334261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DENNIS J SMITH LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 8159325612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E STATION ST | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL O'BRIEN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P JOHNS | PreparerPersonNm |
| PTIN | P00229057 | PTIN |
| Phone | 8159390675 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $375,631 | 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 | $43,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $78 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,688 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,688 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,381 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,325 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $189,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,766 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $1,713 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $59,995 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $62,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,766 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,624 | CashBOYAmt |
| Cash EOY | $19,376 | CashEOYAmt |
| Cash EOYFMV | $19,376 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,000 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $326,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $353,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $356,255 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Total Assets BOY | $349,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $349,793 | CapitalStockBOYAmt |
| Capital Stock EOY | $372,618 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $372,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $349,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $372,618 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $372,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 13.120 EUROPACIFIC GROWTH FUND | P | 2016-12-31 | 2016-05-26 | $589 | $601 | -$12 | -$12 |
| 30.627 SMALLCAP WORLD FUND | P | 2015-12-23 | 2016-05-26 | $1,330 | $1,327 | $3 | $3 |
| 41.035 EUROPACIFIC GROWTH FUND | P | 2014-12-31 | 2016-05-26 | $1,842 | $1,528 | $314 | $314 |
| 22.099 EUROPACIFIC GROWTH FUND | P | 2008-08-11 | 2016-05-26 | $992 | $1,000 | -$8 | -$8 |
| 32.648 EUROPACIFIC GROWTH FUND | P | 2008-10-10 | 2016-05-26 | $1,465 | $1,000 | $465 | $465 |
| 29.516 EUROPACIFIC GROWTH FUND | P | 2008-10-14 | 2016-05-26 | $1,325 | $1,000 | $325 | $325 |
| 35.323 EUROPACIFIC GROWTH FUND | P | 2008-11-17 | 2016-05-26 | $1,585 | $1,000 | $585 | $585 |
| 33.267 EUROPACIFIC GROWTH FUND | P | 2008-12-12 | 2016-05-26 | $1,493 | $1,000 | $493 | $493 |
| 35.920 EUROPACIFIC GROWTH FUND | P | 2009-01-13 | 2016-05-26 | $1,612 | $1,000 | $612 | $612 |
| 37.313 EUROPACIFIC GROWTH FUND | P | 2009-02-10 | 2016-05-26 | $1,675 | $1,000 | $675 | $675 |
| 66.774 EUROPACIFIC GROWTH FUND | P | 2009-08-24 | 2016-05-26 | $2,997 | $2,488 | $509 | $509 |
| 99.800 EUROPACIFIC GROWTH FUND | P | 2014-03-18 | 2016-05-26 | $4,478 | $5,000 | -$522 | -$522 |
| 40.256 INVESTMENT COMPANY OF AMERICA | P | 2014-12-31 | 2016-05-26 | $1,414 | $981 | $433 | $433 |
| 49.423 INVESTMENT COMPANY OF AMERICA | P | 2008-08-11 | 2016-05-26 | $1,736 | $1,500 | $236 | $236 |
| 68.966 INVESTMENT COMPANY OF AMERICA | P | 2008-10-10 | 2016-05-26 | $2,423 | $1,500 | $923 | $923 |
| 63.398 INVESTMENT COMPANY OF AMERICA | P | 2008-10-14 | 2016-05-26 | $2,227 | $1,500 | $727 | $727 |
| 72.816 INVESTMENT COMPANY OF AMERICA | P | 2008-11-17 | 2016-05-26 | $2,558 | $1,500 | $1,058 | $1,058 |
| 70.192 INVESTMENT COMPANY OF AMERICA | P | 2008-12-12 | 2016-05-26 | $2,466 | $1,500 | $966 | $966 |
| 118.203 INVESTMENT COMPANY OF AMERICA | P | 2009-01-13 | 2016-05-26 | $4,152 | $2,500 | $1,652 | $1,652 |
| 73.928 INVESTMENT COMPANY OF AMERICA | P | 2009-02-10 | 2016-05-26 | $2,597 | $1,500 | $1,097 | $1,097 |
| 156.867 INVESTMENT COMPANY OF AMERICA | P | 2009-08-24 | 2016-05-26 | $5,511 | $3,895 | $1,616 | $1,616 |
| 865.639 INVESTMENT COMPANY OF AMERICA | P | 2011-08-23 | 2016-05-26 | $30,410 | $23,000 | $7,410 | $7,410 |
| 670.312 INVESTMENT COMPANY OF AMERICA | P | 2011-08-23 | 2016-05-26 | $23,548 | $17,187 | $6,361 | $6,361 |
| 512.552 INVESTMENT COMPANY OF AMERICA | P | 2011-08-23 | 2016-05-26 | $18,000 | $13,142 | $4,858 | $4,858 |
| 78.956 SMALLCAP WORLD FUND | P | 2014-12-31 | 2016-05-26 | $3,430 | $3,537 | -$107 | -$107 |
| 28.588 SMALLCAP WORLD FUND | P | 2008-08-11 | 2016-05-26 | $1,242 | $1,000 | $242 | $242 |
| 43.178 SMALLCAP WORLD FUND | P | 2008-10-10 | 2016-05-26 | $1,876 | $1,000 | $876 | $876 |
| 40.355 SMALLCAP WORLD FUND | P | 2008-10-14 | 2016-05-26 | $1,753 | $1,000 | $753 | $753 |
| 50.075 SMALLCAP WORLD FUND | P | 2008-11-17 | 2016-05-26 | $2,175 | $1,000 | $1,175 | $1,175 |
| 49.092 SMALLCAP WORLD FUND | P | 2008-12-12 | 2016-05-26 | $2,133 | $1,000 | $1,133 | $1,133 |
| 72.185 SMALLCAP WORLD FUND | P | 2009-01-13 | 2016-05-26 | $3,136 | $1,500 | $1,636 | $1,636 |
| 49.950 SMALLCAP WORLD FUND | P | 2009-02-10 | 2016-05-26 | $2,170 | $1,000 | $1,170 | $1,170 |
| 56.278 SMALLCAP WORLD FUND | P | 2009-08-24 | 2016-05-26 | $2,445 | $1,645 | $800 | $800 |
| Capital Gain Dividends | $8,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,381 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,084 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $334,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.26341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $269,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.28608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,753 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,607 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,859 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $233,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.21319 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $207,782 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.24569 | DistributionYr5Rt |
| Total Distribution | 1.247484 | TotalDistributionRt |
| Average Distribution | 0.249497 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $382,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,514 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $531 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,989 | 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 | $531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $531 | SubtotalAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $537 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.smithlegacyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL P OBRIEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8159325612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E STATION ST | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM F SMITH | ||||||
| 1440 N BELL | CHICAGO | IL | 60622 | Director | 0.00 | $0 |
| MICHAEL SMITH | ||||||
| 3513 BRADLEY LANE | CHEVY CHASE | MD | 20815 | Director | 0.00 | $0 |
| KELLY SMITH HALEY | ||||||
| 2835 N LAKEWOOD | CHICAGO | IL | 60657 | Director | 0.00 | $0 |
| MICHAEL O'BRIEN | ||||||
| 895 COBB BLVD | KANKAKEE | IL | 60901 | Director | 0.00 | $0 |
| DENNIS O'BRIEN | ||||||
| 1210 R STREET NW 212 | WASHINGTON | DC | 20009 | Director | 0.00 | $0 |
| PAMELA SMITH | ||||||
| 2014 TUNLAW RD NW | WASHINGTON | DC | 20007 | Director | 0.00 | $0 |
| MOLLY SMITH | ||||||
| 3339 STEPHENSON PLACE NW | WASHINGTON | DC | 20008 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP GRANT PAID TO BISHOP MCNAMARA HIGH SCHOOL | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $356,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $388,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $388,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $382,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $531 | TotalTaxAmt |
| Distributable Before Adj | $18,610 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,610 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,989 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $531 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,610 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,821 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $265,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,989 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,379 | RemainingDistriFromCorpusAmt |
| Total Corpus | $351,080 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,821 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $310,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,277 | ExcessFromYear4Amt |
| Excess From Year3 | $50,740 | ExcessFromYear3Amt |
| Excess From Year2 | $64,067 | ExcessFromYear2Amt |
| Excess From Year1 | $71,796 | ExcessFromYear1Amt |
| Excess From Current Year | $85,379 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL O'BRIEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E STATION ST | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8159325612 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANTS MUST SUMBMIT A COMPLETED APPLICATION, SUMMARY OF EXTRACURRICULAR ACTIVITIES, SUMMARY OF COMMUNITY INVOLVEMENT, TWO LETTERS OF RECOMMENDATION AND AN OPTIONAL ESSAY STATING OTHER ITEMS THE APPLICANT WOULD LIKE TO BE CONSIDERED IN EVALUATING THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO LATER THAN AUGUST 1, BUT MAY VARY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP MC NAMARA HIGH SCHOOL | |||||||
| 550 West Brookmont | KANKAKEE | IL | 60901 | NONE | N/A | SCHOLARSHIP/CAPITAL IMP | $81,364 |
| KCC FOUNDATION | |||||||
| 100 COLLEGE DRIVE | KANKAKEE | IL | 60901 | NONE | ExemptOrg | DONATION | $5,000 |
| LES TURNER ALS FOUNDATION | |||||||
| 5550 W TOUHY AVE SUITE 302 | SKOKIE | IL | 60077 | NONE | ExemptOrg | DONATION | $2,000 |
| KANKAKEE HIGH SCHOOL | |||||||
| 240 WARREN | KANKAKEE | IL | 60901 | NONE | ExemptOrg | DONATION | $550 |
| BLANCHETTE EDUCATION FUND | |||||||
| 443 N MAPLE | MANTENO | IL | 60950 | NONE | ExemptOrg | DONATION | $1,000 |
| CATHOLIC EDUCATION FUND | |||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | NONE | NC | GENERAL DONATION | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 651 W WASHINGTON 400 | CHICAGO | IL | 60661 | NONE | PC | GENERAL DONATION | $250 |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PC | SCHOLARSHIP PAYMENT | $5,000 |
| OLIVET NAZARENE UNIVERISTY | |||||||
| ONE UNIVERSITY AVE | BOURBONNAIS | IL | 60914 | NONE | PC | SCHOLARSHIP PAYMENT | $2,500 |
| KNIGHTS OF COLUMBUS - KANKAKEE | |||||||
| 187 S INDIANA | KANKAKEE | IL | 60901 | NONE | I | MEDICAL BILLS FOR SONS BRAIN CANCER | $100 |
| MCKENDREE UNIVERSITY | |||||||
| 701 COLLEGE RD | LEBANON | IL | 62254 | NONE | PC | SCHOLARSHIP | $3,125 |
| CHILDREN AT THE CROSSROAD | |||||||
| 751 N STATE ST | CHICAGO | IL | 60654 | NONE | PC | DONATION | $1,000 |
| JAYCEES LITTLE LEAGUE | |||||||
| 1605 COBB PARK | KANKAKEE | IL | 60901 | NONE | PC | DONATION | $100 |
| rigoberto villagomez | |||||||
| 1361 S KENSINGTON | KANKAKEE | IL | 60901 | NONE | I | FINANCIAL ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,989 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $78 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $5,688 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,454 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $35,837 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,220 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,984 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMY TEJRAL | ||||||
| 1 | 1210 R ST NW APT 209 | WASHINGTON | DC | 20009 | $5,000 | Yes (X) |
| HOMESTAR BANK | ||||||
| 2 | 3 Diversatech Dr | MANTENO | IL | 60950 | $5,000 | Yes (X) |
| SMITH DAWSON ANDREWS | ||||||
| 3 | 1150 CONN AVE NW STE 1025 | WASHINGTON | DC | 20036 | $5,000 | Yes (X) |
| MARTIN WHALEN | ||||||
| 4 | 472 E 1000 NORTH | LA PORTE | IN | 46350 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL REGITRRATION | $5 |
| MISCELLANEOUS | $290 |
| MISCELLANEOUS | $475 |
| OFFICE EXPENSE | $817 |
| POSTAGE | $665 |
| Special Event Expenses | $56,488 |
| TAXES | $498 |
| WEBSITE DEVELOPMENT/HOSTING | $757 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income From Special Events | Desc |
| Revenue And Expenses Per Books | $92,325 | RevenueAndExpensesPerBooksAmt |