BRIARWOOD SCHOLARSHIP FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRIARWOOD SCHOLARSHIP FOUNDATION (EIN 36-3689958)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-11
- IRS object ID
- 201610429349200776
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-11T16:23:44-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363689958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIARWOOD SCHOLARSHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIA | BusinessNameControlTxt |
| Phone | 8479452660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DEERFIELD ROAD | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA GLASS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479452660 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2016-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $170,262 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $53,580 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $26 | InvestmentIncomeAmt |
| Fundraising Gross Income | $116,656 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $58,885 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $57,771 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $111,377 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $77,817 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,510 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $343 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,897 | OtherExpensesTotalAmt |
| Total Expenses | $100,567 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,810 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $358,098 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $368,908 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,756 | BOYAmt |
| EOY | $368,908 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,756 | BOYAmt |
| EOY | $368,908 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,098 | BOYAmt |
| EOY | $368,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE EDUCATIONAL SCHOLARSHIPS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE EDUCATIONAL SCHOLARSHIPS TO CADDIES, EMPLOYEES AND CHILDREN OF EMPLOYEES OF BRIARWOOD COUNTRY CLUB BASED ON NEED AND MERIT. TWENTY-THREE EDUCATIONAL SCHOLARSHIPS TOTALING $77,817 WERE AWARDED DURING THE YEAR. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $77,817 | GrantsAndAllocationsAmt |
| Program Service Expenses | $136,702 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $136,702 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ALLEN C BERG | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID DORMAN | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN FINGER | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTHA GLASS | ||||
| CO-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LAURA KAUFMAN | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN SERCK | ||||
| CO-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARY SIEGEL | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL STRAUSS | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTY SWEIG | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA PELLINI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DEERFIELD ROAD | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479452660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,580 | CurrentTaxYearAmt |
| Total | $212,775 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,656 | CurrentTaxYearAmt |
| Total | $538,301 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,236 | CurrentTaxYearAmt |
| Total | $751,076 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,460 | CurrentTaxYearAmt |
| Total | $35,435 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,460 | CurrentTaxYearAmt |
| Total | $35,435 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $715,641 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26 | CurrentTaxYearAmt |
| Total | $1,382 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26 | CurrentTaxYearAmt |
| Total | $1,382 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,262 | CurrentTaxYearAmt |
| Total | $752,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94620 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $163,836 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,180 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $116,656 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $6,606 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $24,966 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,313 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $163,836 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,180 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,656 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,606 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $24,966 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,313 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $58,885 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $57,771 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 26. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GENERAL EDUCATION SCHOLARSHIP. GRANTEE NAME: VARIOUS. DATE OF GIFT: 09/25/15. AMOUNT GIVEN: 77,817. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 45. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 308. DESCRIPTION: INSURANCE. AMOUNT: 2,031. DESCRIPTION: PROMOTIONAL EXPENSES. AMOUNT: 13,344. DESCRIPTION: MISC EXPENSE. AMOUNT: 4,154. DESCRIPTION: ILLINOIS FILING FEE. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 19,897. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DUE TO BRIARWOOD CC. BEG. OF YEAR AMOUNT: 658. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |