REYNOLDS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDS FAMILY FOUNDATION (EIN 38-3739715)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349100031
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:09:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 383739715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reynolds Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | patricia mintmire | PersonNm |
| Person Title | managing trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $59,191,761 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,083,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,083,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $822,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,946,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $886,083 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $270,261 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150,844 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,181,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,125,666 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $68,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,684 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,410 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $266,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,422 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,710,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,710,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,085,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,798,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$904,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,901,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,358,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,786,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,786,316 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,161,634 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,022,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,055,410 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,808,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,380,270 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,502,273 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,145,863 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,145,811 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,956,357 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,581,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,827,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,891,405 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,055,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,161,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,191,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $49,055,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,161,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,055,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,161,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,055,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,161,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,055,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$904,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $48,161,920 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $48,161,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $4,946,105 | $4,339,747 | $606,358 | $606,358 |
| Passthrough K1 Capital Gain | $445,571 | |||
| SEC 751 GAIN ON SALE OF PTSHP-RECLASS | -$165,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $886,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,664,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,502,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047164 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,580,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,730,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,548,660 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,242,082 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,527,054 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,613,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048961 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,666,899 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,988,718 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05335 | DistributionYr5Rt |
| Total Distribution | 0.246287 | TotalDistributionRt |
| Average Distribution | 0.049257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,887,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,900,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,919,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,798,622 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,023 | SubtotalAmt |
| Tax Based On Investment Income | $38,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,627 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,561 | AppliedToEsTaxAmt |
| Total Payments And Credits | $40,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,165 | OverpaymentAmt |
| Applied To ES Tax | $2,165 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alison L Baird | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Timothy D Friedman | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Donald F Mintmire | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Patricia R Mintmire | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Managing Trustee | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $88,422 |
| atlantic trust | |||||
| ONE SOUTH WACKER DR SUITE 3500 | CHICAGO | IL | 60606 | Investment Mgt | $68,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,541,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,525,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,717,505 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,784,402 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,784,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $896,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,887,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,944,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,944,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,023 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,986 | IncomeTaxAmt |
| Total Tax | $52,009 | TotalTaxAmt |
| Distributable Before Adj | $2,892,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,902,373 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,902,373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,798,622 | 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 | $2,798,622 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,798,622 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,902,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,739,653 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $2,798,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,739,653 | AppliedToYear1Amt |
| Applied To Current Year | $58,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,843,404 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W JACKSON BLVD STE 2100 | CHICAGO | IL | 60606 | N/A | PC | Charitable Event | $25,000 |
| AIDS PROJECT LOS ANGELES INC | |||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 90005 | N/A | PC | General & Unrestricted | $500 |
| ALEXANDRIA HOUSE | |||||||
| 426 S ALEXANDRIA AVE | LOS ANGELES | CA | 90020 | N/A | PC | General & Unrestricted | $1,000 |
| ALEXS LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE ste 414 | WYNNEWOOD | PA | 19096 | N/A | PC | General & Unrestricted | $5,000 |
| ALLIANCE FOR CHILDRENS RIGHTS | |||||||
| 3333 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | Charitable Event | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT | |||||||
| 1301 K ST NW STE 850E | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $5,000 |
| ANTI DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | Education programs | $10,000 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $1,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 116 S MICHIGAN AVE 5TH FL | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | General & Unrestricted | $2,000 |
| CAPITAL REGION COMMUNITY FOUNDATION | |||||||
| 330 Marshall St ste 300 | LANSING | MI | 48912 | N/A | PC | Camp Grayling Officers Club | $500 |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 7731 N MILITARY TRAIL STE 4 | WEST PALM BEACH | FL | 33410 | N/A | PC | General & Unrestricted | $15,000 |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 S TAYLOR AVE | SAINT LOUIS | MO | 63110 | N/A | PC | General & Unrestricted | $2,000 |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 S TAYLOR AVE | SAINT LOUIS | MO | 63110 | N/A | PC | Helen Goldstein Wolff Endowed School Fund | $25,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO ACADEMY OF SCIENCES - THE PEGGY NOTEBAERT | |||||||
| 2430 N CANON DR | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO CHILDRENS CHOIR | |||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO HORTICULTURAL SOCIETY | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $8,500 |
| CHILDRENS DEFENSE FUND | |||||||
| 25 E ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA South Coastal | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | N/A | PC | The Nell Smith Home Division | $2,500 |
| CHRISTOPHER HOUSE | |||||||
| 1611 W DIVISION ST STE 207 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $2,500 |
| CLASSICAL SOUTH FLORIDA INC | |||||||
| 330 SW 2ND ST STE 207 | FORT LAUDERDALE | FL | 33312 | N/A | PC | Classical South Florida 90.7 and Classical South Florida 101.9 in West Palm Beach | $10,000 |
| COMMUNITY TELEVISION FOUNDATION OF S FLORIDA TELEV | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | General & Unrestricted | $10,000 |
| CONSERVATORY LAB CHARTER SCHOOL FOUNDATION INC | |||||||
| 2120 DORCHESTER AVE | DORCHESTR CTR | MA | 02124 | N/A | PC | General & Unrestricted | $5,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| DIAN FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| EASTER SEALS METROPOLITAN CHICAGO INC | |||||||
| 1939 W 13TH ST STE 300 | CHICAGO | IL | 60608 | N/A | PC | Charitable Event | $1,000 |
| ENGAGING SCHOOLS INC | |||||||
| 23 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $50,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | N/A | PC | General & Unrestricted | $2,500 |
| EVANSTON WILMETTE GOLF COURSE ASSOCIATION | |||||||
| 1031 CENTRAL ST | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $1,000 |
| FAITH-HOPE-LOVE-CHARITY INC | |||||||
| 3175 S CONGRESS AVE STE 310 | PALM SPRINGS | FL | 33461 | N/A | PC | General & Unrestricted | $100,000 |
| FLORIDAS CHILDREN FIRST INC | |||||||
| 1801 UNIVERSITY DR | CORAL SPRINGS | FL | 33071 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDCARE INC | |||||||
| 2330 S CONGRESS AVE | WEST PALM BCH | FL | 33406 | N/A | PC | Comprehensive Aids Program (CAP) | $50,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $13,900 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | C&C Dinner Underwriting Project | $10,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | TIDES - US Robotics Team Initiative | $5,000 |
| FRIENDS OF THE MOUNTS BOTANICAL GARDEN INC | |||||||
| 559 N MILITARY TRL | WEST PALM BCH | FL | 33415 | N/A | PC | General & Unrestricted | $500 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||||
| 73 W MONROE ST | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $10,000 |
| GARDEN SCHOOL FOUNDATION INC | |||||||
| PO BOX 191300 | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $5,000 |
| GARMENT WORKER CENTER | |||||||
| 1250 S Los Angeles St | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $1,000 |
| GILDAS CLUB OF NORTHERN NEW JERSEY INC | |||||||
| 575 MAIN ST | HACKENSACK | NJ | 07601 | N/A | PC | General & Unrestricted | $2,500 |
| GORILLA FOUNDATION | |||||||
| 1733 WOODSIDE RD STE 330 | REDWOOD CITY | CA | 94061 | N/A | PC | General & Unrestricted | $2,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $2,500 |
| GUMBO LIMBO NATURE CENTER INC | |||||||
| 1801 N OCEAN BLVD | BOCA RATON | FL | 33432 | N/A | PC | General & Unrestricted | $1,000 |
| HIGH JUMP | |||||||
| 59 W N BLVD | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $102,500 |
| HIGH JUMP | |||||||
| 59 W N BLVD | CHICAGO | IL | 60610 | N/A | PC | Charitable Event | $5,000 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| PO BOX 4364 | WEST PALM BCH | FL | 33402 | N/A | PC | General & Unrestricted | $2,500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $20,000 |
| INTERNATIONAL BEETHOVEN PROJECT | |||||||
| PO BOX 14149 | CHICAGO | IL | 60614 | N/A | PC | Charitable Event | $25,000 |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| 2751 S DIXIE HWY STE 3A | WEST PALM BEACH | FL | 33405 | N/A | PC | General & Unrestricted | $5,000 |
| JACK THE BIKE MAN INC | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | N/A | PC | General & Unrestricted | $2,500 |
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | |||||||
| 1123 EMERSON ST STE 203 | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | Charitable Event | $2,500 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZA RM 225 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,500 |
| KEMP ELEMENTARY SCHOOL | |||||||
| 865 CORNER RD | POWDER SPRINGS | GA | 30127 | N/A | PC | General & Unrestricted | $1,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $1,000 |
| LAKEVIEW PANTRY | |||||||
| 3831 N BROADWAY ST | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $10,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST FL 19 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $15,000 |
| LARCHMONT SCHOOLS | |||||||
| 1265 N FAIRFAX AVE | WEST HOLLYWOOD | CA | 90046 | N/A | PC | General & Unrestricted | $125,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | N/A | PC | Scholarship Fund | $2,500 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | Charitable Event | $5,000 |
| LIVE LINK KATIE FOUNDATION | |||||||
| 390 AMY CT | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $25,000 |
| LORDS PLACE INC | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $121,500 |
| LOS ANGELES COALITION TO END HUNGER & HOMELESSNEss | |||||||
| 3300 WILSHIRE BLVD STE 310 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $10,000 |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUND | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $2,000 |
| LOS ANGELES HOUSE OF RUTH | |||||||
| 605 N CUMMINGS ST | LOS ANGELES | CA | 90033 | N/A | PC | General & Unrestricted | $1,000 |
| LOS ANGELES YOUTH NETWORK LA YOUTH | |||||||
| 1754 TAFT AVE | LOS ANGELES | CA | 90028 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE-A-WISH FOUNDATION OF ILLINOIS INC | |||||||
| 640 N LA SALLE DR STE 280 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $2,500 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL ST | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $100,000 |
| MARWEN FOUNDATION | |||||||
| 833 N ORLEANS ST FL 1 | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $2,500 |
| MENTAL HEALTH AMERICA INC | |||||||
| 2000 N BEAUREGARD ST 6TH FL | ALEXANDRIA | VA | 22311 | N/A | PC | General & Unrestricted | $10,000 |
| MIDWEST PALLIATIVE & HOSPICE CARECENTER | |||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | N/A | PC | General & Unrestricted | $500 |
| MIKVA CHALLENGE GRANT FOUNDATION INC | |||||||
| 332 S MICHIGAN AVE STE 400 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $2,500 |
| MORGAN PRESSEL FOUNDATION INC | |||||||
| 7559 FAIRMONT CT | BOCA RATON | FL | 33496 | N/A | PC | Katherine Krickstein Pressel MammoVan Fund | $300 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $2,500 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $7,500 |
| NAMI FLORIDA INC | |||||||
| 5205 GREENWOOD AVE STE 110 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $25,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | General & Unrestricted | $100,000 |
| ONEKID ONEWORLD INC | |||||||
| 10525 OAKLAWN RD | LOS ANGELES | CA | 90064 | N/A | PC | General & Unrestricted | $1,000 |
| OUNCE OF PREVENTION FUND | |||||||
| 33 W MONROE ST STE 2400 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $7,500 |
| OUR TIME | |||||||
| 1720 I ST NW STE 7 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| P S ARTS | |||||||
| 1728 ABBOT KINNEY BLVD STE 101 | VENICE | CA | 90291 | N/A | PC | General & Unrestricted | $35,000 |
| PALM BEACH CIVIC ASSOCIATION INC | |||||||
| 139 N COUNTY RD STE 33 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,500 |
| PALM BEACH COUNTY FOOD BANK INC | |||||||
| 525 GATOR DR | LANTANA | FL | 33462 | N/A | PC | General & Unrestricted | $120,000 |
| PALM BEACH DRAMAWORKS INC | |||||||
| 201 CLEMATIS ST | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $25,000 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS | |||||||
| PO BOX 507 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,000 |
| PALM BEACH HABILITATION CENTER INC | |||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | N/A | PC | General & Unrestricted | $500,000 |
| PALM BEACH PUBLIC SCHOOL ORCHESTRAL STRINGS FDn | |||||||
| PO BOX 2825 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $15,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 434 W 33RD ST 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE 6TH FLR | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $12,500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREAS | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | General & Unrestricted | $500,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREAS | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREAS | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $1,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREAS | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Martin County Cocktails for a Cause, Palm Beach Dinner Dance and underwriting Tradition of Choice Luncheon | $4,500 |
| PRESERVATION FOUNDATION OF PALM BEACH INC | |||||||
| 311 PERUVIAN AVE | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $2,500 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $12,500 |
| RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE EDU | |||||||
| 1413 K ST NW 14TH FL NO 1400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1700 W VAN BUREN ST STE 250 | CHICAGO | IL | 60612 | N/A | PC | support the research and education programs in Dr. Jochen Reiser's department | $10,000 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | General & Unrestricted | $2,500 |
| SHELTER PARTNERSHIP INC | |||||||
| 523 W 6TH ST STE 616 | LOS ANGELES | CA | 90014 | N/A | PC | General & Unrestricted | $1,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | School of Social work | $10,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLZ | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN CALIFORNIA COUNSELING CENTER | |||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $1,000 |
| TEACH FOR AMERICA-CHICAGO | |||||||
| 300 W ADAMS ST STE 1000 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $50,000 |
| THE CHICAGO ACADEMY OF MUSIC FOUNDATION | |||||||
| 6101 S WOODLAWN AVE APT 3 | CHICAGO | IL | 60637 | N/A | PC | International Beethoven Project Kickstarter Fund | $2,500 |
| THE EDIBLE SCHOOLYARD PROJECT - DBA CHEZ PANISSE | |||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $20,000 |
| THE POSSE FOUNDATION INC | |||||||
| 14 WALL ST NO 8A-60 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $17,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $1,500 |
| TOWN OF PALM BEACH | |||||||
| 360 S COUNTY RD | PALM BEACH | FL | 33480 | N/A | PC | Palm Beach Fire Rescue Department | $1,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | Planned Parenthood of South Florida and the Treasure Coast | $15,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $500 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 500 N MICHIGAN AVE STE 1000 | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $95,000 |
| UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART | |||||||
| 5550 S GREENWOOD AVE | CHICAGO | IL | 60637 | N/A | PC | 40th Anniversary Initiative | $5,000 |
| UNIVERSITY OF CHICAGO WOMEN'S BOARD | |||||||
| 5801 S ELLIS AVE RM 302 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| 100 STURGILL BLDG | LEXINGTON | KY | 40506 | N/A | PC | College of Law Dean's Discretionary Fund | $5,000 |
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||
| 525 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | Steven M. Friedman, M.D. '72 Memorial Scholarship fund | $5,000 |
| WOLCOTT SCHOOL | |||||||
| 853 N ELSTON AVE | CHICAGO | IL | 60642 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,710,200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,390 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,083,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $822,179 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$47,025 | 14 | $150,844 |
| SEC 751 GAIN ON SALE OF PARTNERSHIP | 525990 | $165,846 | ||
| STATE TAX REFUND | 01 | $596 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $118,821 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,062,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,181,179 | 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
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC GLBL NT - 1.600% - 02 | $407,682 | $400,816 |
| BANK AMER FDG CORP MTN-L 5.650 | $290,687 | $277,743 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $433,552 | $416,489 |
| BLACKROCK INC - 5.000% - 12/10 | $300,828 | $282,645 |
| BLACKROCK INC NOTE - 4.250% - | $220,968 | $220,480 |
| CHEVRON CORP NOTES - 4.950% - | $432,423 | $447,256 |
| CISCO SYSTEMS INC - 4.450% - 0 | $438,431 | $440,368 |
| CITIGROUP INC - 4.450% - 01/10 | $273,452 | $264,270 |
| CSCO - 3.625% - 03/04/2024 | $206,132 | $208,412 |
| DU PONT E I DE NEMOURS & CO - | $452,045 | $437,180 |
| GE - 5.250% - 12/06/2017 | $641,336 | $610,211 |
| GLAXOSMITHKLINE CAP - 5.650% - | $301,455 | $281,630 |
| GOLDMAN SACHS GRP INC - 5.125% | $190,159 | $200,256 |
| GOOGLE INC-3.625%-05/19/2021 | $434,397 | $429,175 |
| HONEYWELL INTL - 5.000% - 02/1 | $217,078 | $224,183 |
| IBM CORP NOTES - 5.700% - 09/1 | $333,869 | $334,332 |
| INTEL CORP NOTE - 3.300% - 10/ | $425,873 | $419,452 |
| JPMORGAN CHASE & CO - 3.450% - | $214,056 | $205,280 |
| JPMORGAN CHASE & CO SR NT - 6. | $484,580 | $447,536 |
| MORGAN STANLEY SR NT-F - 4.750 | $221,203 | $213,038 |
| NBCUNIVERSAL MEDIA LLC - 2.875 | $318,067 | $307,604 |
| ORACLE CORP - 5.250% - 01/15/2 | $319,236 | $314,373 |
| PEPSICO INC - 5.000% - 06/01/2 | $285,840 | $330,593 |
| PEPSICO INC NOTES - 4.500% - 0 | $455,689 | $440,632 |
| SHELL INTERNATIONAL FIN - 4.30 | $422,275 | $438,984 |
| UNITED TECHNOLGY - 4.875% - 05 | $442,444 | $405,600 |
| WAL MART STORES - 1.500% - 10/ | $411,113 | $403,704 |
| WAL MART STORES INC NT - 4.250 | $277,176 | $276,037 |
| WELLS FARGO - 5.625% - 12/11/2 | $293,765 | $278,078 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC. | $69,984 | $155,008 |
| ALLIANCE DATA SYSTEM CORP | $47,117 | $95,827 |
| AMAZON COM | $146,107 | $146,485 |
| ANADARKO PETROLEUM CORP | $111,848 | $134,475 |
| APACHE CORPORATION | $88,610 | $67,684 |
| APPLE INC. | $200,384 | $262,594 |
| AT&T, INC | $502,024 | $450,105 |
| AUTOMATIC DATA PROCESSING INC. | $97,698 | $179,246 |
| AVALONBAY CMNTYS INC | $51,166 | $66,336 |
| BANK OF AMERICA CORP | $627,912 | $377,121 |
| BLACKROCK INC | $47,040 | $99,402 |
| BOEING CO | $68,872 | $119,582 |
| BP PLC SPONSORED ADR | $508,964 | $300,081 |
| CAPITAL ONE FINANCIAL CORP | $80,379 | $127,953 |
| CHECK POINT SOFTWARE TECH | $48,580 | $80,927 |
| CISCO SYSTEMS INC | $113,749 | $154,679 |
| CITIGROUP INC | $91,172 | $116,012 |
| CITRIX SYSTEMS INC | $80,531 | $84,535 |
| COLGATE-PALMOLIVE COMPANY | $5,600,506 | $9,839,371 |
| COMCAST CORP CL A | $148,967 | $233,490 |
| COVIDIEN LTD | $137,196 | $234,733 |
| CVS CAREMARK CORP. | $71,032 | $157,467 |
| DANAHER CORP | $94,761 | $164,992 |
| DIRECTV GROUP | $33,279 | $58,523 |
| DOLLAR GENERAL CORP | $81,819 | $128,321 |
| EMC CORP-MASS | $103,938 | $126,841 |
| EQT CORPORATION | $37,428 | $59,803 |
| EXPRESS SCRIPTS HOLDING CO. | $164,121 | $251,470 |
| FEDERAL NATIONAL MTG ASSN | $502,253 | $73,337 |
| FIDELITY NATIONAL INFORMATION | $42,258 | $90,750 |
| FISERV INC | $62,956 | $127,391 |
| FREDDIE MAC 8.375% PERPETUAL | $498,648 | $73,470 |
| GENERAL ELECTRIC CO | $119,667 | $164,760 |
| GENERAL MOTORS | $8,099 | $3,666 |
| GENERAL MTRS CO WARRANT EXP 07 | $5,303 | $2,383 |
| GM CP SR NT - 7.375% | $1,809 | |
| GOOGLE INC CL A | $43,657 | $65,271 |
| GOOGLE INC CL C | $121,304 | $141,075 |
| GRAMERCY PROPERTY TRUST INC | $4,304 | $828 |
| HOME DEPOT INC. | $148,903 | $202,592 |
| ING GROEP DEBT - 6.200% - PERP | $25,450 | $25,240 |
| ISHARE SP SMALL CAP 600 INDEX | $2,011,181 | $3,136,649 |
| ISHARES S&P 500 INDEX FD | $2,010,173 | $2,689,309 |
| ISHARES TR DJ SEL DIVIDEND INX | $504,338 | $857,519 |
| ISHARES TR S & P MIDCAP 400 IN | $2,007,225 | $3,171,119 |
| ISHARES TRUST RUSSELL 1000 GR | $502,726 | $784,001 |
| JOHN HANCOCK PFD EQ INC FUND | $25,550 | $20,410 |
| JOHNSON & JOHNSON | $76,341 | $116,596 |
| JP MORGAN CHASE & CO | $110,407 | $173,660 |
| KINDER MORGAN INC | $295,895 | $301,416 |
| MACY'S INC | $95,069 | $107,501 |
| MARATHON OIL CORP COM | $100,252 | $78,505 |
| MEDTRONIC INC | $49,380 | $55,233 |
| MERCK & CO INC. | $88,097 | $127,494 |
| MICROSOFT CORPORATION | $107,216 | $171,865 |
| MORGAN STANLEY CAP TR IV PFD | $49,920 | $50,680 |
| MOTORS LIQ CO GUC TR UBI | $481 | |
| NUVEEN QUALITY PREFERRED INC | $29,710 | $17,800 |
| OMNICOM GROUP | $111,166 | $122,403 |
| ORACLE CORP | $137,306 | $211,359 |
| PEPSICO INC | $81,003 | $104,962 |
| PIONEER MUNICIPAL HIGH INC TR | $15,240 | $14,566 |
| PLUM CREEK TIMBER REIT | $19,440 | $21,395 |
| PRAXAIR INC. | $107,188 | $143,812 |
| PRUDENTIAL FINCL INC | $150,503 | $151,973 |
| PRUDENTIAL PLC - 6.500% - PERP | $25,550 | $25,510 |
| RBS CAP FDG TR VII GTD TR PFD | $25,150 | $24,370 |
| SIMON PPTY GROUP INC | $87,030 | $106,534 |
| STRYKER CORPORATION | $76,562 | $133,949 |
| TERADATA CORPORATION | $59,334 | $49,577 |
| TJX COMPANIES INC | $114,034 | $176,594 |
| TOUCHSTONE FDS GROUP TR SMLCAP | $116,849 | $134,673 |
| TUPPERWARE CORP | $204,179 | $576,827 |
| UNION PACIFIC | $54,242 | $91,134 |
| UNITED TECHNOLOGIES CORP | $85,272 | $131,675 |
| UNITEDHEALTH GROUP INC. | $77,494 | $172,864 |
| US BANCORP | $132,539 | $163,843 |
| V F CORP | $54,784 | $107,856 |
| VERIZON COMMUNICATIONS | $150,896 | $145,018 |
| VISA INC | $99,751 | $164,924 |
| WALT DISNEY HOLDINGS CO. | $53,185 | $79,591 |
| WELLS FARGO & CO. | $93,656 | $162,815 |
| WILLIAMS COS | $144,642 | $179,985 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,022,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,055,410 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT MLP FUND, LLC | $3,718,169 | $4,717,505 |
| ENTERPRISE PRODUCTS PARTNERS | $109,304 | $1,173,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $88,422 | $88,422 | |
| Bank Charges | $105 | $105 | |
| K-1 Exp AT MLP FUND, LLC | $173,721 | $155,318 | |
| K-1 Exp ENTERPRISE PRODUCTS PA | $42 | ||
| K-1 EXP KINDER MORGAN ENERGY | $4,642 | $433 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AT MLP FUND, LLC | $87,601 | $150,407 |
| K-1 Inc/Loss ENTERPRISE PRODUCTS | -$6,776 | $429 |
| K-1 Inc/Loss KINDER MORGAN ENERGY | $22,994 | $8 |
| sec 751 Gain on Sale KINDER MORGAN ENRGY | $165,846 | |
| State Tax refund | $596 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $10,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $68,684 | Amt |
| Net Investment Income | $68,684 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $23,900 |
| 990-T 1st Extension for 2013 | $11,800 |
| 990-T Income Tax for 2013 | $1,610 |
| STATE UBTI 1ST EXT FOR 2013 | $2,100 |