GALONEY-STRUBBE CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GALONEY-STRUBBE CHARITABLE FOUNDATION (EIN 26-3293200)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-12
- IRS object ID
- 201642569349100469
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-12T14:48:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263293200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALONEY-STRUBBE CHARITABLE FOUNDATIO | BusinessNameLine1Txt |
| Business Name Line2 | 19-RP683 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALO | BusinessNameControlTxt |
| Phone | 7737434838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE J GALONEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7737434838 | PhoneNum |
| Signature | 2016-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L PHILLIPS CPA | PreparerPersonNm |
| PTIN | P00024055 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $297,209 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,064 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,670 | 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 |
| Other Prof Fees Rev And Expnss | $3,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,427 | CashBOYAmt |
| Cash EOY | $40,009 | CashEOYAmt |
| Cash EOYFMV | $40,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,610 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $46,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,515 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $89,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,812 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $106,214 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,873 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $268,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $264,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $297,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $268,255 | CapitalStockBOYAmt |
| Capital Stock EOY | $268,255 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $268,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $264,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $264,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $268,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $264,363 | SubtotalAmt |
| Other Decreases | $61 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $264,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 3571.429 OPPENHEIMER SENIOR FLOATING | 2015-11-03 | $28,036 | $30,000 | -$1,964 | -$1,964 | |
| 3000 PALMER SQ INCOME PLUS FUND | 2015-11-03 | $29,370 | $30,000 | -$630 | -$630 | |
| CAPITAL GAINS DIVIDENDS | $5,658 | $5,658 | $5,658 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $315,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,246 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $328,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $318,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,822 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $320,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $319,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053203 | DistributionYr5Rt |
| Total Distribution | 0.281458 | TotalDistributionRt |
| Average Distribution | 0.056292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,884 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $86 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,037 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $312 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $280 | AppliedToEsTaxAmt |
| Total Payments And Credits | $592 | TotalPaymentsAndCreditsAmt |
| Overpayment | $421 | OverpaymentAmt |
| Applied To ES Tax | $421 | 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 | MARIE J GALONEY TRUSTEE | IndividualWithBooksNm |
| Phone | 7737434838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE J GALONEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $285,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $304,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $304,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $14,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,037 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,789 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,789 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,259 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,259 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARIE J GALONEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1435 WEST GLENLAKE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7737434838 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NOT A SPECIFIC APPLICATION FORM THAT NEEDS TO BE SUBMITTED. RECIPIENTS ARE SELECTED AT THE DISCRETION OF THE TRUSTEE, PROVIDED THAT THE RECIPIENT IS A CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| AMERICAN RIVERS INC | |||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $20 |
| ANGEL ACRE HORSE HAVEN RESCUE | |||||||
| PO BOX 62 | GLENVILLE | PA | 17329 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| ANIMAL RECOVERY MISSION | |||||||
| PO BOX 403344 | MIANI BEACH | FL | 33140 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| ANIMALS ANGELS INC | |||||||
| PO BOX 1056 | WESTMINSTER | MD | 21158 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| ANTI CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 606547174 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $350 |
| ARTHRITIS FOUNDATION | |||||||
| 3470 RIDGE MILL DR | HILLIARD | OH | 43026 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $20 |
| CASTLETON RANCH HOUSE RESCUE | |||||||
| 12103 EAST AVENUE H | LANCASTER | CA | 93535 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| CATHOLIC CHARITIES | |||||||
| 721 N LASALLE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $40 |
| CATHOLIC EXTENSION | |||||||
| 150 S WACKER DR 2000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 1325 S WABASH AVE 205 | CHICAGO | IL | 606052507 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $150 |
| CHRISITIAN APPALATIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 405555911 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $650 |
| DELTA RESCUE | |||||||
| PO BOX 9 | GLENDALE | CA | 91209 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $400 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| DREAMCHASER HORSE RESCUE | |||||||
| 6340 KINCHELOE DR | FALCON | MO | 65470 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $75 |
| EASTER SEALS | |||||||
| 2230 FEDERAL STREET | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $50 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $275 |
| EQUINE VOICES RESCUE | |||||||
| PO BOX 1685 | GREEN VALLEY | AZ | 85622 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| FARM SANCTUARY | |||||||
| 3100 AIKENS ROAD | WATKIN GLEN | NY | 14891 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| FRIENDS OF THE EARTH | |||||||
| 1100 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| GUARDIAN ANGEL MEDICAL SERVICE DOGS INC | |||||||
| 3251 NE 180TH AVE | WILLINSTON | FL | 32696 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| HARMONY HOUSE SHELTER | |||||||
| PO BOX 18098 | CHICAGO | IL | 606180098 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| HOUSING OPPORTUNITIES & MAINTENANCE FOR THE ELDERLY | |||||||
| 1419 W CARROLL AVE FLOOR 2 | CHICAGO | IL | 606071149 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $700 |
| HUMANE SOCIETY OF THE US | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $50 |
| JANE GOODHALL INSTITUTION | |||||||
| 1595 SPRING HILL RD 550 | VIENNA | VA | 22182 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| LEADER DOGS FOR BLIND | |||||||
| 1039 ROCHESTER RD S | ROCHESTER HILLS | MI | 48307 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| LITTLE BROTHERS | |||||||
| 355 NORTH ASHLAND AVENUE | CHICAGO | IL | 606071019 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $700 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $25 |
| MEALS ON WHEELS OF NO ILLINOIS | |||||||
| 3239 GROVE AVE | BERWYN | IL | 60643 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| MERCY FOR ANIMALS | |||||||
| 7908 SANTA MONICA BLVD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $600 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 5801 N POLASKI RD | CHICAGO | IL | 60646 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| NATIONAL SHRINE OF ST JUDE | |||||||
| 3200 E 91ST ST | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $150 |
| NIGHT MINISTRIES | |||||||
| 4711 NORTH RAVENSWOOD AVE | CHICAGO | IL | 606404407 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| ORPHAN ACRES | |||||||
| 1183 ROTHFROK ROAD | CIOLA | ID | 83872 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| PARALYZED VETS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 200063517 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| PETA | |||||||
| 501 FRONT STREET | NORFOLK | VA | 32510 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $350 |
| RAVEN THEATRE CO | |||||||
| 6157 N CLARK ST | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| RED ROVER | |||||||
| 3800 J STREET SUITE 100 | SACRAMENTO | CA | 95816 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $50 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $500 |
| SOUTH WINDS EQUINE RESCUE | |||||||
| 4447-2 ND ROAD | UDALL | KS | 67146 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| SPEAK UP FOR HORSES | |||||||
| PO BOX 434 | FALMOUTH | KY | 41040 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $150 |
| ST GERTRUDE CHURCH | |||||||
| 1420 W GRANDVILLE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $1,800 |
| ST JOHN BERCHMAN PARISH | |||||||
| 2511 WEST LOGAN BOULEVARD | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $950 |
| TIGER HAVEN | |||||||
| 237 HARVEY ROAD | KINGSTON | TN | 37763 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| TIGER PRESERVATION CENTER | |||||||
| 28057 REDWOOD HWY | CAVE JUNCTION | OR | 97523 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| TREE HOUSE HUMANE SOCIETY | |||||||
| 1212 W CARMEN AVENUE | CHICAGO | IL | 606402999 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $400 |
| TURNING POINT DONKEY RESCUE | |||||||
| 216 NORTH MEECH ROAD | DANSVILLE | MI | 48819 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $200 |
| VFW NATIONAL HEADQUARTERS | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $50 |
| WILD BURRO RESCUE | |||||||
| PO BOX 10 | OLANCHA | CA | 935490010 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $100 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $25 |
| WTTW PBSTV | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 606254698 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,670 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND ISSUES | BondNm |
| EOY Book Value | $29,926 | EOYBookValueAmt |
| EOYFMV | $29,812 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $20,647 | $43,265 |
| FOREIGN STOCKS | $25,526 | $27,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | AT COST | $67,301 | $62,704 |
| BALANCED FUNDS | AT COST | $80,893 | $94,169 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $61 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,101 | Amt |
| Net Investment Income | $3,101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT | CategoryTxt |
| Amt | $416 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |