DECLARATION OF TR ESTABLISHING ST RITA MERCY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING ST RITA MERCY FOUNDATION (EIN 36-7649458)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-16
- IRS object ID
- 201731369349100518
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-16T14:07:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 367649458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Declaration of Tr Establishing St Rita Mercy | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRYAN F GRANE | InCareOfNm |
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 6307878772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Hill Avenue | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYAN F GRANE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6307878772 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher Y Rim | PreparerPersonNm |
| PTIN | P01313903 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.191.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820171355000020 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 703A237894037C3B07E81958686EBC8CD940083E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 703A237894037C3B07E81958686EBC8CD940083E | AtSubmissionFilingDeviceId |
| 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 | $3,039,557 | 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 | $321,595 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,668,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,806 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $584,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,327 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,413 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $115 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $115 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $355,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,370 | CashBOYAmt |
| Cash EOY | $259,101 | CashEOYAmt |
| Cash EOYFMV | $259,101 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,813,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,808,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,100,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $418,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $684,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $679,955 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $89,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,430,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,752,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,039,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,430,975 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,752,473 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,430,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,752,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,430,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,752,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,430,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $355,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,786,869 | SubtotalAmt |
| Other Decreases | $34,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,752,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ST COVERED - JP MORGAN #23421-00-4 - SEE ATTACHED | 2016-11-09 | $83,247 | $85,389 | -$2,142 | -$2,142 | ||
| LT COVERED - JP MORGAN #23421-00-4 - SEE ATTACHED | 2016-11-09 | $1,040,549 | $872,641 | $167,908 | $167,908 | ||
| LT NONCOVERED - JP MORGAN #23421-00-4 SEE ATTACHED | 2016-12-09 | $37 | $37 | $37 | |||
| ST COVERED - JP MORGAN #20908-00-6 - SEE ATTACHED | 2016-11-09 | $40,000 | $40,147 | -$147 | -$147 | ||
| LT COVERED - JP MORGAN #20908-00-6 - SEE ATTACHED | 2016-08-11 | $367,788 | $368,896 | -$1,108 | -$1,108 | 2015-03-06 | |
| LT NONCOVERED - JP MORGAN #20908-00-6 - SEE ATTACHED | 2016-08-11 | $136,441 | $89,555 | $46,886 | $46,886 | ||
| CAPITAL GAIN DIVIDENDS | $372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,616 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,500,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,471,243 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001682 | DistributionYr2Rt |
| Total Distribution | 0.034741 | TotalDistributionRt |
| Average Distribution | 0.017371 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,521,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,115 | 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 | $2,619 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,619 | SubtotalAmt |
| Tax Based On Investment Income | $2,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $2,612 | 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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN F GRANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6307878772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HILL AVENUE | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Bryan Grane | ||||||||
| 400 S Hill Avenue | Elmhurst | IL | 60126 | Trustee | 0.5 | $0 | $0 | $0 |
| Stephanie Grane | ||||||||
| 400 S Hill Avenue | Elmhurst | IL | 60126 | Trustee | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,498,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,560,024 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,560,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,521,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,619 | TotalTaxAmt |
| Distributable Before Adj | $123,462 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,462 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,462 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $220,115 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,619 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,431 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $3,773 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,431 | AppliedToYear1Amt |
| Applied To Current Year | $123,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,222 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,222 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $3,773 | PriorYearUndistributedIncmAmt |
| Taxable1 | $3,773 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $68,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $68,222 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRYAN GRANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Fraternite Norte Dame | ||||||||
| 502 N Central Ave | Chicago | IL | 60644 | None | PC | Charitable | $150,000 | |
| LiveAction | ||||||||
| 2200 Wilson Boulevard | Arlington | VA | 22201 | None | PC | Charitable | $15,000 | Suite 102 PMB 111 |
| Heroes Inc | ||||||||
| 1200 29th St NW | Washington | DC | 20007 | NONE | PC | Charitable | $15,000 | |
| AMDG Foundation | ||||||||
| 825 N Carpenter St | Chicago | IL | 60642 | NONE | PC | Charitable | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Exclusion | 13 | ExclusionCd |
| Exclusion | $288,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $551,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $551,776 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bryan Grane | |||||||
| 1 | 400 S Hill Avenue | Elmhurst | IL | 60126 | $150,000 | Yes (X) | |
| Bryan Grane | |||||||
| 2 | 400 S Hill Avenue | Elmhurst | IL | 60126 | $171,595 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 8,499.033 Shares of BBH Core Select FD-N Asset | NoncashPropertyDesc |
| Fair Market Value | $171,595 | FairMarketValueAmt |
| Received | 2016-01-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $684,853 | EOYBookValueAmt |
| EOYFMV | $679,955 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,808,519 | EOYBookValueAmt |
| EOYFMV | $2,100,501 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR UNREALIZED GAIN | $33,146 |
| FEDERAL TAXES | $1,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,413 | Amt |
| Net Investment Income | $1,413 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Bryan Grane | |||
| 400 S Hill Avenue | Elmhurst | IL | 60126 |
| Bryan Grane | |||
| 400 S Hill Avenue | Elmhurst | IL | 60126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ILLINOIS CHARITY BUREAU | CategoryTxt |
| Amt | $115 | Amt |
| Disbursements Charitable Prps | $115 | DisbursementsCharitablePrpsAmt |