MCDONNELL FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: MCDONNELL FAMILY FOUNDATION (EIN 46-1448238)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-08-03
IRS object ID: 201602169349100805
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
Schedule B
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-08-03T11:28:57-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	620962852	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CANNON & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5605 MURRAY AVE	AddressLine1Txt
City	MEMPHIS	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	381193868	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	461448238	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MCDONNELL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MCDO	BusinessNameControlTxt
Phone	9016826185	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	530 OAK COURT DR STE 260	AddressLine1Txt
City	MEMPHIS	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	38117	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY MCDONNELL SCHELL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9016826185	PhoneNum
Signature	2016-07-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DL CUICCHI CPA	PreparerPersonNm
PTIN	P00316249	PTIN
Phone	9017611710	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-12-15 16:53:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,498,884	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	$1,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$507	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$507	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,000,507	TotalRevAndExpnssAmt
Total Net Invst Incm	$507	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 Expenses Rev And Expnss	$163	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$163	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$725,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$725,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$725,163	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$725,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$275,344	ExcessRevenueOverExpensesAmt
Net Investment Income	$507	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,038,166	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,313,510	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,038,166	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY	$1,848	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$1,848	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$584,942	CorporateStockBOYAmt
Corporate Stock EOY	$458,870	CorporateStockEOYAmt
Corporate Stock EOYFMV	$458,870	CorporateStockEOYFMVAmt
Total Assets BOY	$1,623,108	TotalAssetsBOYAmt
Total Assets EOY	$1,774,228	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,498,884	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,623,108	RetainedEarningBOYAmt
Retained Earning EOY	$1,774,228	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,623,108	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,774,228	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,623,108	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,774,228	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,623,108	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$275,344	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,898,452	SubtotalAmt
Other Decreases	$124,224	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,774,228	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$690,000	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,189,318	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.580164	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$592,500	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$680,105	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.871189	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$370,000	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$311,768	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	1.186780	DistributionYr3Rt
Total Distribution	2.638133	TotalDistributionRt
Average Distribution	0.879378	AverageDistributionRt
Net Vl Noncharitable Assets	$1,558,449	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,370,466	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,370,471	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$725,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,858	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,858	TotalPaymentsAndCreditsAmt
Overpayment	$1,848	OverpaymentAmt
Applied To ES Tax	$1,848	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	TN	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	MARY MCDONNELL SCHELL	IndividualWithBooksNm
Phone	9015295700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	530 OAK COURT DR STE 260	AddressLine1Txt
City	MEMPHIS	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	38117	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 (5 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 MCDONNELL SCHELL
4021 S GALLOWAY DRIVE	MEMPHIS	TN	38111	TRUSTEE, DISTRIBUTION COMM	0.00	$0	$0	$0
MARY MCCALLUM MCDONNELL
110 NORWAL	MEMPHIS	TN	38117	DISTRIBUTION COMMITTEE MEM	0.00	$0	$0	$0
MCNEAL BOND MCDONNELL
479 CHERRY ROAD	MEMPHIS	TN	38117	DISTRIBUTION COMMITTEE MEM	0.00	$0	$0	$0
IRENE MCDONNELL AYOTTE
296 SAINT ANDREWS FAIRWAY	MEMPHIS	TN	38111	DISTRIBUTION COMMITTEE MEM	0.00	$0	$0	$0
MICHAEL MCDONNELL
110 NORWAL	MEMPHIS	TN	38117	DISTRIBUTION COMMITTEE MEM	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$531,352	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,048,982	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,848	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,582,182	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,582,182	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$23,733	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,558,449	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$77,922	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$77,922	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10	TotalTaxAmt
Distributable Before Adj	$77,912	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$77,912	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$77,912	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$725,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$725,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$725,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$77,912	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$370,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$558,496	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$630,540	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,559,036	TotalExcessDistributionCyovAmt
Qualifying Distributions	$725,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$77,912	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$647,088	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,206,124	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	$2,206,124	ExcessDistriCyovToNextYrAmt
Excess From Year3	$370,000	ExcessFromYear3Amt
Excess From Year2	$558,496	ExcessFromYear2Amt
Excess From Year1	$630,540	ExcessFromYear1Amt
Excess From Current Year	$647,088	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARY MCDONNELL SCHELL	ContributingManagerNm
Contributing Manager	MARY MCCALLUM MCDONNELL	ContributingManagerNm
Contributing Manager	MCNEAL BOND MCDONNELL	ContributingManagerNm
Contributing Manager	IRENE MCDONNELL AYOTTE	ContributingManagerNm
Contributing Manager	MICHAEL MCDONNELL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A STEP AHEAD FOUNDATION
3704 WALKER AVE	MEMPHIS	TN	38152	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$100,000
CHARLEVOIX COUNTY COMMUNITY FOUNDATION
PO BOX 718	EAST JORDAN	MI	49727	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$5,000
CHURCH HEALTH CENTER
1210 PEABODY AVENUE	MEMPHIS	TN	38104	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$200,000
MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST (MOST)
850 RIDGE LAKE BLVD SUITE 220	MEMPHIS	TN	38120	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$20,000
MEMPHIS TEACHER RESIDENCY
2181 UNION AVE	MEMPHIS	TN	38104	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$100,000
SHELBY FARMS PARK CONSERVANCY
500 NORTH PINE LAKE DRIVE	MEMPHIS	TN	38134	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$250,000
UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVE	OXFORD	MS	38655	N/A	PUBLIC CHARITY	PROGRAM SERVICES	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$725,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHURCH HEALTH CENTER	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1210 PEABODY AVENUE	AddressLine1Txt
City	MEMPHIS	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	38104	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	N/A	RecipientRelationshipTxt
Recipient Foundation Status	PUBLIC CHARITY	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	PROGRAM SERVICES	GrantOrContributionPurposeTxt
Amt	$400,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$400,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$507	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$507	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$507	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	MICHAEL MCDONNELL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	110 NORWAL	AddressLine1Txt
City	MEMPHIS	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	38117	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	DISH NETWORK SHARES	StockNm
EOY Book Value	$458,870	EOYBookValueAmt
EOYFMV	$458,870	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN FMV	Desc
Amt	$124,224	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$163	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt