FIREFLY FOUNDATION NFP: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FIREFLY FOUNDATION NFP (EIN 20-3845764)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-31
- IRS object ID
- 201302129349100610
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-07-31T14:24:30-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113671256 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 S WYNSTONE PARK DR | AddressLine1 |
| City | NORTH BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203845764 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIREFLY FOUNDATION NFP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIRE | NameControl |
| Phone | 8478420006 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 E STATION STREET NO A | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALLY O JOYCE | Name |
| Title | PRESIDENT | Title |
| Phone | 8478420006 | Phone |
| Date Signed | 2013-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L WINTERS CPA MST | Name |
| PTIN | P00128311 | PTIN |
| Phone | 8473826002 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 343138 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 175437 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5981 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5981 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -6587 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22875 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 174847 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5997 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 44 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 205000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 205000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205055 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 205000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -30208 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5997 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 87316 | CashBOY |
| Cash EOY | 11133 | CashEOY |
| Cash EOYFMV | 11133 | CashEOYFMV |
| Investments Corp Stock BOY | 200681 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 246656 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 332005 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 287997 | TotalAssetsBOY |
| Total Assets EOY | 257789 | TotalAssetsEOY |
| Total Assets EOYFMV | 343138 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 287997 | RetainedEarningsBOY |
| Retained Earnings EOY | 257789 | RetainedEarningsEOY |
| Total Net Assets BOY | 287997 | TotalNetAssetsBOY |
| Total Net Assets EOY | 257789 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 287997 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 257789 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 287997 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -30208 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 257789 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 257789 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 265 SHS GENERAL ELECTRIC COMMON | D | 2007-12-01 | 2012-01-30 | 5013 | 9959 | -4946 | -4946 |
| 825 SHS PFIZER INCORP COMMON | D | 2007-12-01 | 2012-01-30 | 17862 | 19503 | -1641 | -1641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6587 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 119971 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 292888 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.409614 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 99966 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 205123 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.487347 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 174931 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 313648 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.557730 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 177716 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 293804 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.604879 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 366618 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.059570 | TotalDistributionRatio |
| Average Distribution Ratio | 0.411914 | AverageDistributionRatio |
| Net Noncharitable Assets | 316544 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 130389 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 60 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 130449 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 205000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 60 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 60 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 60 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 60 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SALLY JOYCE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8476123747 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 POP LANE | AddressLine1 |
| City | LONG GROVE | City |
| State | IL | State |
| ZIP Code | 60047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 288679 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32685 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 321364 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 321364 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4820 | CashDeemedCharitable |
| Net Noncharitable Assets | 316544 | NetNoncharitableAssets |
| Minimum Investment Return | 15827 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15827 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 60 | TaxBasedOnInvestmentIncome |
| Total Tax | 60 | TotalTax |
| Distributable Amount Before Adj | 15767 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15767 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15767 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 205000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 205000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 60 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204940 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15767 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 163594 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 159387 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 89778 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 105385 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 518144 | TotalExcessDistriCarryover |
| Qualifying Distributions | 205000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15767 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 189233 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 707377 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 707377 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 163594 | ExcessFromYear4 |
| Excess From Year3 | 159387 | ExcessFromYear3 |
| Excess From Year2 | 89778 | ExcessFromYear2 |
| Excess From Year1 | 105385 | ExcessFromYear1 |
| Excess From Current Year | 189233 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P ORIGER | ContributingManager |
| Contributing Manager | MICHAEL T ORIGER | ContributingManager |
| Contributing Manager | SCOTT T ORIGER | ContributingManager |
| Contributing Manager | JILL O TABIT | ContributingManager |
| Contributing Manager | SUSIE ELLIS | ContributingManager |
| Contributing Manager | SALLY O JOYCE | ContributingManager |
| Contributing Manager | SUSAN L ORIGER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CRISTO REY ST MARTIN COLLEGE PREP | |||||||
| 501 S MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | CASH DONATION | $100,000 |
| RAINBOWS | |||||||
| 1360 HAMILTON PKWY | ITASCA | IL | 60143 | NONE | PUBLIC CHARITY | CASH DONATION | $5,000 |
| HOLLY CROSS COLLEGE | |||||||
| 54515 STATE ROAD 933 NORTH | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | CASH DONATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 205000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,981 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$6,587 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$590 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -590 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JAMES P ORIGER | 716 BARK COURT | LAKE BARRINGTON | IL | 60010 | 25000 | X | |
| 2 | JILL O TABIT | 1152 CHARM ACRES | PACIFIC PALISADES | CA | 90272 | 25263 | X | |
| 3 | JILL O TABIT | 1152 CHARM ACRES | PACIFIC PALISADES | CA | 90272 | 25260 | X | |
| 4 | SALLY JOYCE | 1760 POPP LANE | LONG GROVE | IL | 60047 | 24914 | X | |
| 5 | SCOTT ORIGER | 262 W FAIRVIEW WAY | PALATINE | IL | 60047 | 25000 | X | |
| 6 | SUSAN L ORIGER | 3426 GARLANDS LN | BARRINGTON | IL | 60010 | 25000 | X | |
| 7 | SUSIE ELLIS | 240 WESTMINSTER ROAD | BROOKLYN | NY | 11218 | 25000 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 450 SHARES OF ESTEE LAUDER | 25263 | 2012-06-20 |
| 3 | 400 SHARES OF ESTEE LAUDER | 25260 | 2012-10-11 |
| 4 | 550 SHARES OF STARBUCKS | 24914 | 2012-10-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,200 SHS COACH INC COMMON STOCK | 40356 | 66612 |
| 950 SHS NIKE INC CLASS B | 25757 | 49020 |
| 310 SHS NIKE INC CLASS B | 9852 | 15996 |
| 700 SHS ADOBE SYS DEL PV$0.0001 | 20486 | 26376 |
| 36 SHS APPLE INC | 4893 | 19158 |
| 122 SHS CATERPILLAR | 10089 | 10932 |
| 331 SHS CATERPILLAR | 24904 | 29660 |
| 384 SHS MCDONALDS | 34882 | 33873 |
| 450 SHS LAUDER ESTEE COS INC | 25263 | 26937 |
| 400 SHS LAUDER ESTEE COS INC | 25260 | 23944 |
| 550 SHS STARBUCKS CORP | 24914 | 29497 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 1 | 0 | 0 |
| SECRETARY OF STATE | 10 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU | $15 | 0 | 0 |
| IRS | $29 | 0 | 0 |