FIREFLY FOUNDATION NFP: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FIREFLY FOUNDATION NFP (EIN 20-3845764)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201541279349101709
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T15:15:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113671256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 S WYNSTONE PARK DR | AddressLine1Txt |
| City | NORTH BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 | 203845764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIREFLY FOUNDATION NFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRE | BusinessNameControlTxt |
| Phone | 8478420006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 E STATION STREET NO A | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY O JOYCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8478420006 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L WINTERS CPA MST | PreparerPersonNm |
| PTIN | P00128311 | PTIN |
| Phone | 8473826002 | 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 | $325,999 | 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 | $99,890 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $559 | CashBOYAmt |
| Cash EOY | $75,234 | CashEOYAmt |
| Cash EOYFMV | $75,234 | CashEOYFMVAmt |
| Corporate Stock BOY | $157,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $250,765 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $157,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $157,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $197,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $197,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISNEY (WALT) CO COM, 366 SHARES | D | 2013-10-25 | 2014-11-25 | $33,419 | $25,408 | $8,011 | $8,011 |
| MCDONALDS CORP, 284 SHARES | D | 2011-09-28 | 2014-11-25 | $27,495 | $25,327 | $2,168 | $2,168 |
| MCDONALDS CORP, 100 SHARES | D | 2011-12-06 | 2014-11-25 | $9,681 | $9,555 | $126 | $126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,305 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $274,503 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $274,487 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.000058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $316,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.647430 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,971 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $292,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.409614 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $205,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.487347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $174,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $313,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.557730 | DistributionYr5Rt |
| Total Distribution | 3.102179 | TotalDistributionRt |
| Average Distribution | 0.620436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $270,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $298 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALLY JOYCE | IndividualWithBooksNm |
| Phone | 8476123747 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 POP LANE | AddressLine1Txt |
| City | LONG GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES P ORIGER | ||||||||
| 716 BARK COURT | LAKE BARRINGTON | IL | 60010 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL T ORIGER | ||||||||
| 79 N CRESCENT AVE | PALATINE | IL | 60067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT T ORIGER | ||||||||
| 262 W FAIRVIEW WAY | PALATINE | IL | 60067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JILL O TABIT | ||||||||
| 1152 CHARM ACRES | PACIFIC PALISADES | CA | 90272 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSIE ELLIS | ||||||||
| 240 WESTMINSTER ROAD | BROOKLYN | NY | 11218 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SALLY O JOYCE | ||||||||
| 1760 POPP LANE | LONG GROVE | IL | 60047 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN L ORIGER | ||||||||
| 3426 GARLANDS LN | BARRINGTON | IL | 60010 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTY TABIT | ||||||||
| 1152 CHARM ACRES | PACIFIC PALISADES | CA | 90272 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $271,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $13,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $159,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $189,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $805,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $867,305 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $159,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $707,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,778 | ExcessFromYear4Amt |
| Excess From Year3 | $105,385 | ExcessFromYear3Amt |
| Excess From Year2 | $189,233 | ExcessFromYear2Amt |
| Excess From Year1 | $261,773 | ExcessFromYear1Amt |
| Excess From Current Year | $61,749 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P ORIGER | ContributingManagerNm |
| Contributing Manager | MICHAEL T ORIGER | ContributingManagerNm |
| Contributing Manager | SCOTT T ORIGER | ContributingManagerNm |
| Contributing Manager | JILL O TABIT | ContributingManagerNm |
| Contributing Manager | SUSIE ELLIS | ContributingManagerNm |
| Contributing Manager | SALLY O JOYCE | ContributingManagerNm |
| Contributing Manager | SUSAN L ORIGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANDORA AREA WELLNESS ALLIANCE FOR LIFE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1152 CHARM ACRES PL | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CASH DONATION | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,907 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES P ORIGER | |||||||
| 1 | 716 BARK COURT | LAKE BARRINGTON | IL | 60010 | $25,000 | Yes (X) | |
| SALLY JOYCE | |||||||
| 2 | 1760 POPP LANE | LONG GROVE | IL | 60047 | $25,000 | Yes (X) | |
| SUSIE ELLIS | |||||||
| 3 | 262 W FAIRVIEW WAY | BROOKLYN | NY | 11218 | $25,000 | Yes (X) | |
| JILL TABIT | |||||||
| 4 | 1152 CHARM ACRES PL | PACIFIC PALISADES | CA | 90272 | $24,890 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | 262 SHS OF DISNEY | NoncashPropertyDesc |
| Fair Market Value | $24,890 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 950 SHS NIKE INC CLASS B | $25,757 | $91,343 |
| 210 SHS NIKE INC CLASS B | $6,674 | $20,912 |
| 252 SHS APPLE INC | $4,893 | $27,816 |
| 122 SHS CATERPILLAR | $10,089 | $11,167 |
| 331 SHS CATERPILLAR | $24,904 | $30,296 |
| 543 SHS STARBUCKS | $24,597 | $44,553 |
| 262 SHS DISNEY (WALT) | $24,890 | $24,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU | $15 | $0 | $0 |
| SECRETARY OF STATE | $10 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SUSAN L ORIGER | |||
| 3426 GARLANDS LN | BARRINGTON | IL | 60010 |
| SALLY JOYCE | |||
| 1760 POP LANE | LONG GROVE | IL | 60047 |
| JAMES P ORIGER | |||
| 716 BARK COURT | LAKE BARRINGTON | IL | 60010 |
| SUSIE ELLIS | |||
| 240 WESTMINSTER ROAD | BROOKLYN | NY | 11218 |
| SCOTT ORIGER | |||
| 262 W FAIRVIEW WAY | PALATINE | IL | 60067 |
| JILL O TABIT | |||
| 1152 CHARM ACRES | PACIFIC PALISADES | CA | 90272 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $497 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |