BRIARWOOD SCHOLARSHIP FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRIARWOOD SCHOLARSHIP FOUNDATION (EIN 36-3689958)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-10
- IRS object ID
- 201400699349200715
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-10T12:31:27-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363689958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIARWOOD SCHOLARSHIP FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIA | NameControl |
| Phone | 8479452660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DEERFIELD ROAD | AddressLine1 |
| City | DEERFIELD | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHA GLASS | Name |
| Title | TRUSTEE | Title |
| Phone | 8479452660 | Phone |
| Date Signed | 2014-02-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2014-02-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 144553 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 45160 | ContributionsGiftsGrantsEtc |
| Investment Income | 168 | InvestmentIncome |
| Fundraising Gross Income | 99225 | FundraisingGrossIncome |
| Special Events Direct Expenses | 63508 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 35717 | SpecialEventsNetIncomeLoss |
| Total Revenue | 81045 | TotalRevenue |
| Grants And Similar Amounts Paid | 90582 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 2315 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 1417 | PrintingPublicationsPostage |
| Other Expenses Total | 6913 | OtherExpensesTotal |
| Total Expenses | 101227 | TotalExpenses |
| Excess Or Deficit For Year | -20182 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 365559 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 345377 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345107 | BOY |
| EOY | 326547 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20452 | BOY |
| EOY | 18830 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365559 | BOY |
| EOY | 345377 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365559 | BOY |
| EOY | 345377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | PROVIDE EDUCATIONAL SCHOLARSHIPS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDE EDUCATIONAL SCHOLARSHIPS TO CADDIES, EMPLOYEES AND CHILDREN OF EMPLOYEES OF BRIARWOOD COUNTRY CLUB BASED ON NEED AND MERIT. THIRTY EDUCATIONAL SCHOLARSHIPS TOTALING $90,582 WERE AWARDED DURING THE YEAR. | DescriptionProgramServiceAccom |
| Grants And Allocations | 90582 | GrantsAndAllocations |
| Program Service Expenses | 90582 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 90582 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| LEE N ABRAMS | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| ALLEN C BERG | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| STACY COHEN | ||||
| CO-CHAIRMAN | 1.00 | 0 | 0 | 0 |
| SHERRI DORMAN | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| JONATHAN FINGER | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARTHA GLASS | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| LAURA KAUFMAN | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| STEPHEN SERCK | ||||
| CO-CHAIRMAN | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA PELLINI | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DEERFIELD ROAD | AddressLine1 |
| City | DEERFIELD | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8479452660 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10055 | CurrentTaxYear |
| Total | 253381 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56674 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134330 | CurrentTaxYear |
| Total | 395524 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 127966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139540 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 144385 | CurrentTaxYear |
| Total | 648905 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9175 | CurrentTaxYear |
| Total | 35025 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9175 | CurrentTaxYear |
| Total | 35025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 613880 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 850 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168 | CurrentTaxYear |
| Total | 9433 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 850 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168 | CurrentTaxYear |
| Total | 9433 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 120124 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139845 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122794 | CurrentTaxYearMinus1Year |
| Current Tax Year | 144553 | CurrentTaxYear |
| Total | 658338 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93250 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01430 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 134330 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 35105 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 99225 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 6488 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 9027 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 24533 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 23460 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 134330 | GrossReceiptsTotal |
| Charitable Contributions Total | 35105 | CharitableContributionsTotal |
| Gross Revenue Total Events | 99225 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 6488 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 9027 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 24533 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 23460 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63508 | DirectExpenseSummaryEvents |
| Net Income Summary | 35717 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 168.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: GENERAL EDUCATION SCHOLARSHIP. GRANTEE NAME: VARIOUS. DATE OF GIFT: 09/25/13. AMOUNT GIVEN: 90,582. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK CHARGES. AMOUNT: 43. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 146. DESCRIPTION: INSURANCE. AMOUNT: 1,894. DESCRIPTION: MISC. EXPENSE. AMOUNT: 4,830. TOTAL TO FORM 990-EZ, LINE 16: 6,913. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: DUE FROM BRIARWOOD CC. BEG. OF YEAR AMOUNT: 20,452. END OF YEAR AMOUNT: 18,830. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |