DRW FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DRW FOUNDATION (EIN 20-1734765)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201443149349100129
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T15:41:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM LANGE | InCareOfNm |
| Business Name Control | DRWT | BusinessNameControlTxt |
| Phone | 3127988482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEVOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122984118 | PhoneNum |
| Signature | 2014-05-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,982,224 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $189,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $858,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $249,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,220 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,210,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,210,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,214,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,212,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$964,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,220,457 | CashBOYAmt |
| Cash EOY | $387,676 | CashEOYAmt |
| Cash EOYFMV | $387,676 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $605,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,594,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,594,548 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,826,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,982,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,982,224 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,100 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $164,100 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $43,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,782,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,818,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,782,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,826,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,982,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,782,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$964,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,818,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2,000 SHS BOISE CASCADE CO | 2013-02-11 | 2013-02-11 | $46,440 | $42,000 | $4,440 | $4,440 |
| 1,000 SHS MARIN SOFTWARE INC | 2013-03-27 | 2013-03-27 | $18,270 | $14,000 | $4,270 | $4,270 |
| 1,000 SHS EVERTEC INC | 2013-04-12 | 2013-04-12 | $21,570 | $20,000 | $1,570 | $1,570 |
| 1,000 SHS SEAWORLD ENTERTAINMENT INC | 2013-04-19 | 2013-04-19 | $30,771 | $27,000 | $3,771 | $3,771 |
| 1,000 SHS BLACKHAWK NETWORK HOLDINGS INC | 2013-04-19 | 2013-04-19 | $25,375 | $23,000 | $2,375 | $2,375 |
| 1,000 SHS CYAN INC | 2013-05-09 | 2013-05-09 | $11,230 | $11,000 | $230 | $230 |
| 500 SHS TABLEAU SOFTWARE INC CL | 2013-05-17 | 2013-05-17 | $22,625 | $15,500 | $7,125 | $7,125 |
| 500 SHS MARKETO INC | 2013-05-17 | 2013-05-17 | $9,878 | $6,500 | $3,378 | $3,378 |
| 1,000 SHS CHANNELADVISOR CORP | 2013-05-23 | 2013-05-23 | $17,900 | $14,000 | $3,900 | $3,900 |
| 1,000 SHS GLOBAL BRASS & COOPER HOLDING | 2013-05-23 | 2013-05-23 | $12,100 | $11,000 | $1,100 | $1,100 |
| 1,000 SHS PLY GEM HOLDINGS INC | 2013-05-23 | 2013-05-23 | $23,000 | $21,000 | $2,000 | $2,000 |
| 1,000 SHS LIGHTINTHEBOX HOLDINGS - ADR | 2013-06-06 | 2013-06-06 | $13,248 | $9,500 | $3,748 | $3,748 |
| 1,000 SHS GIGAMON INC | 2013-06-12 | 2013-06-12 | $24,730 | $19,000 | $5,730 | $5,730 |
| 10,000 SHS ARATANA THERAPEUTICS INC | 2013-07-02 | 2013-07-02 | $72,350 | $60,000 | $12,350 | $12,350 |
| 1,000 SHS NRG YIELD INC CLASS A | 2013-07-22 | 2013-07-22 | $26,740 | $22,000 | $4,740 | $4,740 |
| 1,000 SHS REXFORD INDUSTRIAL REALTY INC | 2013-07-24 | 2013-07-24 | $14,062 | $14,000 | $62 | $62 |
| 1,000 SHS RETAILMENOT INC | 2013-07-24 | 2013-07-24 | $24,350 | $21,000 | $3,350 | $3,350 |
| 1,000 SHS AGIOS PHARMACEUTICALS INC | 2013-07-29 | 2013-07-29 | $29,400 | $18,000 | $11,400 | $11,400 |
| 2,000 SHS CONATUS PHARMACEUTICALS INC | 2013-07-30 | 2013-07-30 | $22,000 | $22,000 | ||
| 2,000 SHS SPROUTS FARMERS MARKET | 2013-08-06 | 2013-08-06 | $67,394 | $36,000 | $31,394 | $31,394 |
| 1,000 SHS CVENT INC | 2013-08-14 | 2013-08-14 | $27,125 | $21,000 | $6,125 | $6,125 |
| 1,000 SHS ENVISION HEALTHCARE HOLDINGS | 2013-08-19 | 2013-08-19 | $24,800 | $23,000 | $1,800 | $1,800 |
| 1,000 SHS BENEFITFOCUS INC | 2013-09-23 | 2013-09-23 | $42,012 | $26,500 | $15,512 | $15,512 |
| 500 SHS FIREEYE INC | 2013-09-25 | 2013-09-25 | $19,112 | $10,000 | $9,112 | $9,112 |
| 500 SHS FOUNDATION MEDICINE INC | 2013-09-30 | 2013-09-30 | $16,090 | $9,000 | $7,090 | $7,090 |
| 1,000 SHS MONTAGE TECHNOLOGY GROUP LTD | 2013-10-01 | 2013-10-01 | $11,910 | $10,000 | $1,910 | $1,910 |
| 2,000 SHS EMPIRE STATE REALTY TRUST INC | 2013-10-07 | 2013-10-07 | $26,360 | $26,000 | $360 | $360 |
| 1,000 SHS POTBELLY CORP | 2013-10-09 | 2013-10-09 | $22,000 | $14,000 | $8,000 | $8,000 |
| 1,000 SHS ENDURANCE INTERNATIONAL GROUP | 2013-10-30 | 2013-10-30 | $11,560 | $12,000 | -$440 | -$440 |
| 1,000 SHS ESSENT GROUP LTD | 2013-11-05 | 2013-11-05 | $21,313 | $17,000 | $4,313 | $4,313 |
| 500 SHS TWITTER INC | 2013-11-13 | 2013-11-13 | $22,555 | $13,000 | $9,555 | $9,555 |
| 1,000 SHS ESSENT GROUP LTD | 2013-11-27 | 2013-11-27 | $28,350 | $20,000 | $8,350 | $8,350 |
| 1,000 SHS ESSENT GROUP LTD | 2013-12-17 | 2013-12-17 | $21,600 | $20,000 | $1,600 | $1,600 |
| 1,000 SHS NIBLE STORAGE INC | 2013-12-17 | 2013-12-17 | $30,000 | $21,000 | $9,000 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,220 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $593,863 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $829,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.71574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $356,539 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $728,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.489206 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $612,585 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.173876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $602,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168013 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $661,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215874 | DistributionYr5Rt |
| Total Distribution | 1.762709 | TotalDistributionRt |
| Average Distribution | 0.352542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,368,948 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $835,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $837,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,212,436 | 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 | $1,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,892 | SubtotalAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,214 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,214 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,322 | OverpaymentAmt |
| Applied To ES Tax | $2,322 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM LANGE | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,405,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,405,023 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,405,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,368,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,892 | TotalTaxAmt |
| Distributable Before Adj | $116,555 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,555 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,212,436 | 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 | $1,212,436 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,892 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,210,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $321,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $554,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,138,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,212,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $116,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,095,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,234,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $114,961 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,119,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,077 | ExcessFromYear4Amt |
| Excess From Year3 | $76,324 | ExcessFromYear3Amt |
| Excess From Year2 | $321,584 | ExcessFromYear2Amt |
| Excess From Year1 | $554,643 | ExcessFromYear1Amt |
| Excess From Current Year | $1,095,881 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,500 | |
| MINDS MATTER | ||||||||
| 1120 AVENUE OF THE AMERICAS 4TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL PROGRAM SUPPORT | $26,823 | |
| INVEST FOR KIDS INC | ||||||||
| 875 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| READING IN MOTION | ||||||||
| 65 E WACKER PLACE SUITE 1800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM SUPPORT | $33,125 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 | |
| CYCLE FOR SURVIVAL | ||||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PROGRAM SUPPORT | $7,500 | |
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||
| 1 NORTH STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $407,328 | 7 - LOWER |
| MARKLUND CHILDREN'S HOME | ||||||||
| 1 SOUTH 450 WYATT DRIVE | GENEVA | IL | 60134 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | |
| NETWORK FOR TEACHING ENTREPENEURSHIP - CHICAGO | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL PROGRAM SUPPORT | $27,081 | 18TH FLOOR |
| TEEN LIVING | ||||||||
| 162 W HUBBARD ST | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $22,553 | SUITE 400 |
| YEAR UP INC | ||||||||
| 93 SUMMER ST | BOSTON | MA | 02110 | NONE | PC | GENERAL PROGRAM SUPPORT | $13,815 | 5TH FLOOR |
| LANDMARKS ILLINOIS | ||||||||
| 30 N MICHIGAN AVENUE | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 | SUITE 2020 |
| CANINE THERAPY CORPS | ||||||||
| 1700 W IRVING PARK RD | CHICAGO | IL | 60613 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | SUITE 311 |
| OVERSEAS CHINA EDUCATION FOUNDATION | ||||||||
| PO BOX 772436 | HOUSTON | TX | 77215 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 | |
| PICCOLO THEATRE | ||||||||
| 600 MAIN STREET | EVANSTON | IL | 60202 | NONE | PC | GENERAL PROGRAM SUPPORT | $650 | |
| WOLCOTT SCHOOL | ||||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | NONE | PC | GENERAL PROGRAM SUPPORT | $150,000 | |
| CHILD'S VOICE | ||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,500 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 W JACKSON BLVD | CHICAGO | IL | 60606 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 | SUITE 900 |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 | |
| US SAILING | ||||||||
| PO BOX 1261 | PORTSMOUTH | RI | 02871 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | 15 MARITIME DRIVE |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | |
| ACTIVE TRANSPORTATION ALLIANCE | ||||||||
| 9 W HUBBARD ST | CHICAGO | IL | 60654 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 | SUITE 402 |
| FRIENDS OF LINCOLN | ||||||||
| C/O ABRAHAM LINCOLN ELEMENTARY SCHO | CHICAGO | IL | 60614 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 | 615 W KEMPER PLACE |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL PROGRAM SUPPORT | $200,000 | |
| RIGHT ANGLE | ||||||||
| 1 NORTH STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL PROGRAM SUPPORT | $32,442 | 7 - LOWER |
| LAKEVIEW PANTRY | ||||||||
| 3831 N BROADWAY ST | CHICAGO | IL | 60613 | NONE | PC | GENERAL PROGRAM SUPPORT | $9,162 | |
| ANCONA SCHOOL | ||||||||
| 4770 S DORCHESTER AVE | CHICAGO | IL | 60615 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 | |
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||||
| 450 E JOHN CARPENTER FWY | IRVING | TX | 75062 | NONE | PC | GENERAL PROGRAM SUPPORT | $12,500 | STE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,210,979 | 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 | $189,220 | 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 | $189,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,220 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DRW HOLDINGS LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W MADISON STREET SUITE 2500 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REGULATORY & FILING FEES | $10 | $10 |
| WIRE FEES | $1,170 | $1,170 |
| POSTAGE, DELIVERY & SHIPPING | $15 | $15 |
| COMMISSIONS | $262 | $262 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc |
|---|
| ADVANCE FOR OPERATING EXPENSES |
| INTERCOMPANY LOAN |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,600 | Amt |