DRW FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DRW FOUNDATION (EIN 20-1734765)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349102600
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:57:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRW TRADING GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM LANGE | InCareOfNm |
| Business Name Control | DRWT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEVOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122984118 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN W SCHEIBE | PreparerPersonNm |
| PTIN | P00965239 | PTIN |
| Phone | 3122984118 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $655,134 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $184,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,438,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,492 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,323 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,290 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,221 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,406 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,341,847 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,341,847 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,358,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,350,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,173,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $387,676 | CashBOYAmt |
| Cash EOY | $47,328 | CashEOYAmt |
| Cash EOYFMV | $47,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,594,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $607,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $607,806 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,982,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $655,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $655,134 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $164,100 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,674 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $164,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,674 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,818,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $644,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,818,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $644,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,982,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $655,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,818,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,173,664 | ExcessRevenueOverExpensesAmt |
| Subtotal | $644,460 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $644,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,000 SHS AUSPEX PHARMACEUTICALS INC. | 2014-02-10 | 2014-02-10 | $13,600 | $12,000 | $1,600 | $1,600 |
| 500 SHS COUPONS.COM INC | 2014-03-12 | 2014-03-12 | $13,885 | $8,000 | $5,885 | $5,885 |
| 500 SHS CASTLIGHT HEALTH INC-B | 2014-03-19 | 2014-03-19 | $19,538 | $8,000 | $11,538 | $11,538 |
| 5,000 SHS Q2 HOLDINGS INC | 2014-03-25 | 2014-03-25 | $82,307 | $65,000 | $17,307 | $17,307 |
| 2,000 SHS AMBER ROAD INC | 2014-03-26 | 2014-03-26 | $35,046 | $26,000 | $9,046 | $9,046 |
| 1,000 SHS 2U INC | 2014-04-02 | 2014-04-04 | $13,738 | $13,000 | $738 | $738 |
| 9,000 SHS ENERGOUS CORP | 2014-04-02 | 2014-04-02 | $73,289 | $54,000 | $19,289 | $19,289 |
| 1,000 SHS TARENA INTERNATIONAL INC | 2014-04-08 | 2014-04-08 | $10,220 | $9,000 | $1,220 | $1,220 |
| 23,000 SHS SYSOREX GLOBAL HOLDINGS CORP | 2014-04-15 | 2014-04-15 | $134,460 | $138,000 | -$3,540 | -$3,540 |
| 7,500 SHS CERULEAN PHARMA INC | 2014-04-15 | 2014-04-15 | $53,906 | $52,500 | $1,406 | $1,406 |
| 1,000 SHS MOELIS & CO | 2014-04-22 | 2014-04-22 | $26,100 | $25,000 | $1,100 | $1,100 |
| 2,000 SHS ALDER BIOPHARMACEUTICALS INC | 2014-05-08 | 2014-05-08 | $20,000 | $20,000 | ||
| 7,600 SHS RESONANT INC | 2014-06-03 | 2014-06-25 | $66,259 | $45,600 | $20,659 | $20,659 |
| 5,000 SHS ZAFGEN INC | 2014-06-24 | 2014-06-24 | $100,358 | $80,000 | $20,358 | $20,358 |
| 6,000 SHS CHINA NORTHEAST PETROLEUM | 2014-07-02 | 2014-07-02 | $172,306 | $172,306 | ||
| 3,000 SHS NEXTERA ENERGY PARTNERS LP | 2014-07-01 | 2014-07-02 | $97,306 | $75,000 | $22,306 | $22,306 |
| 10,000 SHS CAREDX INC | 2014-07-22 | 2014-07-22 | $98,345 | $100,000 | -$1,655 | -$1,655 |
| 1,000 SHS TERRAFORM POWER INC - A | 2014-07-23 | 2014-07-23 | $33,260 | $25,000 | $8,260 | $8,260 |
| 2,400 SHS RESONANT INC | 2014-06-03 | 2014-08-22 | $18,864 | $14,400 | $4,464 | $4,464 |
| 500 SHS MOBILEYE NV | 2014-08-01 | 2014-08-06 | $19,000 | $12,500 | $6,500 | $6,500 |
| 2,000 SHS ALIBABA GROUP HOLDINGS-SP ADR | 2014-09-24 | 2014-09-24 | $162,540 | $136,000 | $26,540 | $26,540 |
| 500 SHS WAYFAIR INC - CLASS A | 2014-10-07 | 2014-10-07 | $18,000 | $14,500 | $3,500 | $3,500 |
| 1,000 SHS YODLEE INC | 2014-10-08 | 2014-10-08 | $16,268 | $12,000 | $4,268 | $4,268 |
| 5,000 FORWARD PHARMA A/S - ADR | 2014-10-20 | 2014-10-22 | $98,172 | $105,000 | -$6,828 | -$6,828 |
| 1,000 SHS FRESHPET INC | 2014-11-13 | 2014-11-14 | $18,517 | $15,000 | $3,517 | $3,517 |
| 1,000 SHS HORTONWORKS INC | 2014-12-17 | 2014-12-17 | $23,014 | $16,000 | $7,014 | $7,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,210,544 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,368,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.511005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $593,863 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $829,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.71574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $356,539 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $728,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.489206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,514 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $612,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.173876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,148 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $602,026 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168013 | DistributionYr5Rt |
| Total Distribution | 2.05784 | TotalDistributionRt |
| Average Distribution | 0.411568 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,285,441 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $529,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $530,845 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,350,543 | 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 | $1,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,799 | SubtotalAmt |
| Tax Based On Investment Income | $1,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,322 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,322 | TotalPaymentsAndCreditsAmt |
| Overpayment | $523 | OverpaymentAmt |
| Applied To ES Tax | $523 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | JIM LANGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125421011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY LEVOFF | ||||||
| 1530 N DEARBORN 12N | CHICAGO | IL | 60610 | PRESIDENT | 0 | $0 |
| DONALD R WILSON JR | ||||||
| 2204 NORTH CLEVELAND | CHICAGO | IL | 60614 | VICE PRESIDENT/SECRETARY | 0 | $0 |
| KEVIN KROGER | ||||||
| 25 WOODLY ROAD | WINNETKA | IL | 60093 | TREASURER | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| 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 | $1,305,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,305,016 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,305,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,285,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,799 | TotalTaxAmt |
| Distributable Before Adj | $62,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,350,543 | 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 | $1,350,543 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,799 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,348,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,324 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $321,584 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $554,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,095,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,119,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,350,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $62,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,288,070 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,407,579 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,336,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,324 | ExcessFromYear4Amt |
| Excess From Year3 | $321,584 | ExcessFromYear3Amt |
| Excess From Year2 | $554,643 | ExcessFromYear2Amt |
| Excess From Year1 | $1,095,881 | ExcessFromYear1Amt |
| Excess From Current Year | $1,288,070 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 233 W JACKSON BLVD | SUITE 900 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||||
| 340 E JOHN CARPENTER FWY | STE 100 | IRVING | TX | 75062 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| BOYS AND GIRLS CLUBS OF CHICAGO | ||||||||
| 550 W VAN BUREN STREET | SUITE 350 | CHICAGO | IL | 60607 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| CHICAGO TECH ACADEMY HIGH SCHOOL | ||||||||
| 1301 W 14TH ST | CHICAGO | IL | 60608 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | |
| CHILDREN FIRST FUND CHICAGO PUBLIC SCHOOL | ||||||||
| 125 S CLARK ST 11 | CHICAGO | IL | 60603 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 | |
| CHILD'S VOICE | ||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,500 | |
| CITY HARVEST | ||||||||
| 6 E 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 | |
| CYCLE FOR SURVIVAL | ||||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PROGRAM SUPPORT | $7,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| INVEST FOR KIDS INC | ||||||||
| 875 N MICHIGAO AVE SUITE 3400 | CHICAGO | IL | 60611 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| LUNGEVITY FOUNDATION | ||||||||
| 228 S WABASH AVE | SUITE 700 | CHICAGO | IL | 60604 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 | |
| MARKLUND CHILDREN'S HOME | ||||||||
| 1 SOUTH 450 WYATT DRIVE | GENEVA | IL | 60134 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| MINDS MATTER | ||||||||
| 1120 AVENUE OF THE AMERICAS 4TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL PROGRAM SUPPORT | $20,000 | |
| NETWORK FOR TEACHING ENTREPENEURSHIP - CHICAGO | ||||||||
| 120 WALL STREET | 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||
| 1 NORTH STATE STREET | 7 - LOWER | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $407,393 |
| ONE GOAL | ||||||||
| 215 W SUPERIOR STREET | SUITE 700 | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| OPEN BOOKS LTD | ||||||||
| 213 W INSTITUTE PL | CHICAGO | IL | 60610 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,500 | |
| READING IN MOTION | ||||||||
| 65 E WACKER PLACE SUITE 1800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $35,000 | |
| RIGHT ANGLE | ||||||||
| 1 NORTH STATE STREET | 7 - LOWER | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| TEEN LIVING | ||||||||
| 162 W HUBBARD ST | SUITE 400 | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S | ||||||||
| GRAND CENTRAL STATION | PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL PROGRAM SUPPORT | $200,000 | |
| WEST SUBURBAN PADS | ||||||||
| 1851 S 9TH AVE | MAYWOOD | IL | 60153 | NONE | PC | GENERAL PROGRAM SUPPORT | $10,000 | |
| WOLCOTT SCHOOL | ||||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | NONE | PC | GENERAL PROGRAM SUPPORT | $362,034 | |
| YEAR UP INC | ||||||||
| 93 SUMMER ST | 5TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL PROGRAM SUPPORT | $23,920 |
| YOUTH ORGANIZATIONS UMBRELLA INC | ||||||||
| 1027 SHERMAN AVE 2SW | EVANSTON | IL | 60202 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,341,847 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $184,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $184,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,492 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REGULATORY & FILING FEES | $75 | $75 | |
| WIRE FEES | $1,396 | $1,396 | |
| COMMISSIONS | $1,221 | $1,221 | |
| SOHN CONFERENCE | $4,000 | $3,935 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE - DRWH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,674 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,613 | Amt |
| Net Investment Income | $3,323 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,290 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,000 | Amt |