NORTH CHICAGO COMMUNITY PARTNERS NFP: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CHICAGO COMMUNITY PARTNERS NFP (EIN 26-3242399)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-13
- IRS object ID
- 201630449349100303
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-13T16:01:11-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263242399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Chicago Community Partners | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREEN BAY MANAGEMENT COMPANY | InCareOfNm |
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8475821358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 SKOKIE HIGHWAY SUITE D | AddressLine1Txt |
| City | Lake Bluff | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jennifer grumhaus | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Phone | 8475821358 | PhoneNum |
| Signature | 2016-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $210,469 | 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 | $1,662,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,914 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,430 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,664,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,046,379 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,046,379 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,287 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $63,287 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,530 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,530 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,067 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,067 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $13,056 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,993 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,993 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $252,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $252,115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,551,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,538,371 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,551,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,538,371 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209 | CashBOYAmt |
| Cash EOY | $330 | CashEOYAmt |
| Cash EOYFMV | $330 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,649 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,037 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,468 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $71,793 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,156 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,518 | LandBOYAmt |
| Land EOY | $25,637 | LandEOYAmt |
| Land EOYFMV | $25,637 | LandEOYFMVAmt |
| Other Assets BOY | $2,821 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,385 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,385 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $210,469 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,057 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $96,141 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,469 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $210,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,039 | OtherIncreasesAmt |
| Subtotal | $210,469 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $210,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STOCK SALES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $3,914 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,914 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,914 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,914 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,322,073 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $158,438 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.344419 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $913,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.123208 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $402,633 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $105,305 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.823494 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $384,152 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $90,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.254976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $247,411 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $78,442 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.154063 | DistributionYr5Rt |
| Total Distribution | 24.70016 | TotalDistributionRt |
| Average Distribution | 4.940032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $256,603 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,267,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,267,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,538,371 | 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 | $40 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40 | SubtotalAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $40 | 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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN BAY MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475821358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 SKOKIE HIGHWAY SUITE D | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (7 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 G Krey | ||||||||
| c/o Green Bay Management Company | lake bluff | IL | 60044 | president/director - as needed | 0.0 | $0 | $0 | $0 |
| James P Gorter | ||||||||
| c/o Green Bay Management Company | Lake Bluff | IL | 60044 | Director - as needed | 0.0 | $0 | $0 | $0 |
| Audrey F Gorter | ||||||||
| c/o Green Bay Management Company | Lake Bluff | IL | 60044 | Director - As Needed | 0.0 | $0 | $0 | $0 |
| David F Gorter | ||||||||
| C/O Green Bay Management Company | Lake Bluff | IL | 60044 | Vice Pres/Director - as needed | 0.0 | $0 | $0 | $0 |
| Lauren A Gorter | ||||||||
| C/O Green Bay Management Company | Lake Bluff | IL | 60044 | Treasurer/Director - as needed | 0.0 | $0 | $0 | $0 |
| Jennifer K Grumhaus | ||||||||
| C/O Green Bay management Company | Lake Bluff | IL | 60044 | Executive Director | 40.0 | $150,000 | $0 | $0 |
| Virginia G Mitchell | ||||||||
| C/O Green Bay Management Company | Lake Bluff | IL | 60044 | Secretary - as needed | 0.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT ATTACHED | Description1Txt |
| Expenses1 | $1,538,371 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,490 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $260,511 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $260,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $256,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,538,371 | 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 | $1,538,371 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $40 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,538,331 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $247,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $384,152 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $402,633 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $914,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $517,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,465,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,538,371 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $1,538,371 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,004,288 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $247,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,756,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $384,152 | ExcessFromYear4Amt |
| Excess From Year3 | $402,633 | ExcessFromYear3Amt |
| Excess From Year2 | $914,001 | ExcessFromYear2Amt |
| Excess From Year1 | $517,720 | ExcessFromYear1Amt |
| Excess From Current Year | $1,538,371 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,538,371 | CurrentYearAmt |
| Year1 | $1,322,073 | Year1Amt |
| Year2 | $914,001 | Year2Amt |
| Year3 | $402,633 | Year3Amt |
| Total | $4,177,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,538,371 | CurrentYearAmt |
| Year1 | $1,322,073 | Year1Amt |
| Year2 | $914,001 | Year2Amt |
| Year3 | $402,633 | Year3Amt |
| Total | $4,177,078 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $210,469 | CurrentYearAmt |
| Year1 | $97,198 | Year1Amt |
| Year2 | $232,132 | Year2Amt |
| Year3 | $161,736 | Year3Amt |
| Total | $701,535 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $210,469 | CurrentYearAmt |
| Year1 | $97,198 | Year1Amt |
| Year2 | $232,132 | Year2Amt |
| Year3 | $161,736 | Year3Amt |
| Total | $701,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Two Thirds Minimum Invst Ret | TwoThirdsMinimumInvstRetGrp |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P GORTER | ContributingManagerNm |
| Contributing Manager | CO GREEN BAY MANAGEMENT COMPANY | ContributingManagerNm |
| Contributing Manager | 855 SKOKIE HIGHWAY STE D | ContributingManagerNm |
| Contributing Manager | LAKE BLUFF IL 60044 | ContributingManagerNm |
| Contributing Manager | JENNIFER K GRUMHAUS | ContributingManagerNm |
| Contributing Manager | CO GREEN BAY MANAGEMENT COMPANY | ContributingManagerNm |
| Contributing Manager | 855 SKOKIE HIGHWAY STE D | ContributingManagerNm |
| Contributing Manager | LAKE BLUFF IL 60044 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$60 | 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 | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $2,430 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,430 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,448 | 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 (24 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GORTER FAMILY FOUNDATION | ||||||
| 1 | C/O BCRS ASSOC LLC 77 WATER ST 9 | NEW YORK | NY | 10005 | $700,000 | Yes (X) |
| Grainger Foundation | ||||||
| 2 | 100 Grainger Parkway | Lake Forest | IL | 60045 | $75,000 | Yes (X) |
| Jean Frank Mohr Charitable Trust | ||||||
| 3 | 101 N Mayflower Road | Lake Forest | IL | 60045 | $20,000 | Yes (X) |
| Lake County Community Foundation | ||||||
| 4 | LCCF 114 S Genesee St Suite 505 | Waukegan | IL | 60085 | $5,000 | Yes (X) |
| J Christopher Anne N Reyes Founda | ||||||
| 5 | 6205 N River Road Suite 9000 | Rosemont | IL | 60018 | $75,000 | Yes (X) |
| DR Fund | ||||||
| 6 | 500 W Monroe Suite 2660 | Chicago | IL | 60661 | $10,000 | Yes (X) |
| MACFUND | ||||||
| 7 | 700 E Woodland Rd | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Searle Family Trust | ||||||
| 8 | 171 W Laurel Ave 1 | Lake Forest | IL | 60045 | $50,000 | Yes (X) |
| Jennifer David Grumhaus Jr Found | ||||||
| 9 | 487 Walnut Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| DM Grumhaus Fund | ||||||
| 10 | 197 N Green Bay Rd | Lake Forest | IL | 60045 | $8,000 | Yes (X) |
| Ann B Thomas L Friedman Family | ||||||
| 11 | 180 N Wacker Dr Suite 001 | Chicago | IL | 60606 | $5,000 | Yes (X) |
| Steans Family Foundation | ||||||
| 12 | 1900 Meadow Lane | Bannockburn | IL | 60015 | $54,000 | Yes (X) |
| John Kathleen Schreiber Foundatio | ||||||
| 13 | 682 Bank Lane Suite 200 | Lake Forest | IL | 60045 | $25,000 | Yes (X) |
| The Siragusa Foundation | ||||||
| 14 | 50 E Washington St Suite 400 | Chicago | IL | 60602 | $15,000 | Yes (X) |
| Church Of the Holy Spirit | ||||||
| 15 | 400 E Westminster Rd | Lake Forest | IL | 60045 | $7,500 | Yes (X) |
| Abbvie | ||||||
| 16 | 1 N Waukgean Rd | North Chicago | IL | 60064 | $261,526 | Yes (X) |
| Invest for Kids | ||||||
| 17 | 875 N Michigan Ave Suite 3400 | Chicago | IL | 60611 | $224,000 | Yes (X) |
| Howard B Martha Simpson | ||||||
| 18 | 1490 North Green Bay Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Betsy Rosenfield | ||||||
| 19 | 10 West Deerpath Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Vernon Armour | ||||||
| 20 | 633 Woodland Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Shields Township | ||||||
| 21 | 906 Muir Avenue | Lake Bluff | IL | 60044 | $5,000 | Yes (X) |
| The Ross Advised Fund | ||||||
| 22 | 820 Eastwood Lane | Glenview | IL | 60025 | $10,000 | Yes (X) |
| Red Bird Hollow Foundation | ||||||
| 23 | 1340 North Waukegan Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Bessemer Trust Company | ||||||
| 24 | 100 Woodbridge Center Drive | Woodbridge | NJ | 07095 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,067 | Amt |
| Disbursements Charitable Prps | $19,067 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP COMPUTER | 2008-09-25 | $1,680 | $1,680 | SL | 5 | |
| FURNITURE | 2008-11-01 | $2,387 | $1,933 | SL | 7 | $341 |
| COMPUTER SOFTWARE | 2009-07-21 | $5,681 | $5,681 | SL | 3 | |
| COMPUTER | 2009-07-14 | $1,473 | $1,473 | SL | 5 | |
| MINI COMPUTERS | 2009-09-26 | $2,327 | $2,209 | SL | 5 | $118 |
| SHELVING UNIT | 2009-05-19 | $2,201 | $1,596 | SL | 7 | $314 |
| SERVERS | 2010-02-05 | $10,259 | $9,063 | SL | 5 | $1,196 |
| KITCHEN/BATHROOM | 2010-02-24 | $4,906 | $546 | SL | 39 | $126 |
| NEW OFFICE/DOORWAY | 2010-08-25 | $1,690 | $165 | SL | 39 | $43 |
| SOFTWARE | 2013-10-05 | $13,440 | $3,360 | SL | 3 | $4,480 |
| COMPUTERS | 2013-08-07 | $5,875 | $320 | M5 | $1,528 | |
| MISC COMPUTERS | 2014-04-08 | $2,139 | $107 | M5 | $813 | |
| CLOUD 4 GOOD- WEBS | 2014-05-08 | $12,096 | $504 | SL | 3 | $4,032 |
| EQUIPMENT | 2008-09-25 | $4,464 | $4,464 | SL | 5 | |
| SOFTWARE | 2015-04-21 | $1,175 | SL | 3 | $65 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $1,468 | EOYBookValueAmt |
| EOYFMV | $1,468 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,530 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,530 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $2,821 | $0 | $0 |
| ADVANCES | $0 | $1,385 | $1,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $7,476 | $0 | $0 | $7,476 |
| SECURITY | $924 | $0 | $0 | $924 |
| TELEPHONE | $14,349 | $0 | $0 | $14,349 |
| CLEANING | $5,679 | $0 | $0 | $5,679 |
| REPAIRS & MAINTENANCE | $1,046 | $0 | $0 | $1,046 |
| SUPPLIES | $13,586 | $0 | $0 | $13,586 |
| POSTAGE | $38 | $0 | $0 | $38 |
| INSURANCE | $16,507 | $0 | $0 | $16,507 |
| COPYING | $23,311 | $0 | $0 | $23,311 |
| COMPUTER EXPENSE | $24,594 | $0 | $0 | $24,594 |
| PAYROLL SERVICE | $2,754 | $0 | $0 | $2,754 |
| HR EXPENSE | $3,595 | $0 | $0 | $3,595 |
| DUES & SUBSCRIPTIONS | $295 | $0 | $0 | $295 |
| STORAGE | $1,529 | $0 | $0 | $1,529 |
| DEVELOPMENT EXPENSE | $11,258 | $0 | $0 | $11,258 |
| VOLUNTEER EXPENSE | $1,137 | $0 | $0 | $1,137 |
| BANK FEES | $370 | $0 | $0 | $370 |
| IL ANNUAL REPORT FEE | $10 | $10 | ||
| AFTER SCHOOL PROGRAM EXPENSES: | ||||
| -COMMUNITY SCHOOL PROJECTS | $80,134 | $0 | $0 | $80,134 |
| -SUMMER PROGRAM | $69 | $0 | $0 | $69 |
| -COMMUNITY/PARTNER EVENTS | $43,454 | $0 | $0 | $43,454 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $2,430 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $1,039 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Abbvie | |||
| 1 N Waukgean Rd | North Chicago | IL | 60064 |
| Invest for Kids | |||
| 875 N Michigan Ave Suite 3400 | Chicago | IL | 60611 |