VANDERPOEL CONSERVATION FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VANDERPOEL CONSERVATION FOUNDATION (EIN 36-7193086)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349101008
- Schema version
- 2011v1.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:57:29-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367193086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANDERPOEL CONSERVATION FOUNDATION R66266009 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VAND | NameControl |
| Phone | 4149771210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JPMORGAN CHASE BANKNAPOBOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK L UDOVICH | Name |
| Title | AUTH OFFICER | Title |
| Phone | 4149771210 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 691587 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30574 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14526 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14537 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15954 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 427288 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15853 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 61068 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30404 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 6783 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5087 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1696 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 447 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 447 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 182 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7245 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5716 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1711 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23245 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5716 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17711 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 37823 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24688 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 601 | CashBOY |
| Cash EOY | 526 | CashEOY |
| Cash EOYFMV | 526 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 47468 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 58492 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 58492 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 449118 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 540602 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 505041 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 195625 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 131095 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 127528 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 692812 | TotalAssetsBOY |
| Total Assets EOY | 730715 | TotalAssetsEOY |
| Total Assets EOYFMV | 691587 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 692812 | CapitalStockBOY |
| Capital Stock EOY | 730715 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 692812 | TotalNetAssetsBOY |
| Total Net Assets EOY | 730715 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 692812 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 730715 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 692812 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 37823 | ExcessOfRevenueOverExpenses |
| Other Increases | 80 | OtherIncreases |
| Subtotal | 730715 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 730715 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 420901 | 411334 | 9567 | 9567 | ||
| POWERSHARES DB COMMODITY TRACKING INDEX FUND- ST CAP LOSS | -112 | -112 | P | 2011-12-31 | ||
| POWERSHARES DB COMMODITY TRACKING INDEX FUND- LT CAP GAIN | 49 | 49 | P | 2011-12-31 | ||
| POWERSHARES DB COMMODITY TRACKING INDEX FUND- SEC 1256 LOSS | -38 | -38 | P | 2011-12-31 | ||
| CAPITAL GAINS DIVIDENDS | 6387 | 6387 | 6387 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15853 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7313 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 665857 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.010983 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18313 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 565488 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032384 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2387 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 618457 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.003860 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32906 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 630707 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052173 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32704 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 501719 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065184 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.164584 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032917 | AverageDistributionRatio |
| Net Noncharitable Assets | 729328 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24007 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 247 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24254 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17711 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 494 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 494 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 494 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 90 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 90 | TotalCreditsAndPayments |
| Tax Due | 404 | 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 | 0 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3127326821 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606032003 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JPMORGAN CHASE BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 6783 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 707211 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33224 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 740435 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 740435 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11107 | CashDeemedCharitable |
| Net Noncharitable Assets | 729328 | NetNoncharitableAssets |
| Minimum Investment Return | 36466 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36466 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 494 | TaxBasedOnInvestmentIncome |
| Total Tax | 494 | TotalTax |
| Distributable Amount Before Adj | 35972 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35972 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35972 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17711 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 17711 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17711 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35972 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15967 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17711 | QualifyingDistributions |
| Applied To Year1 | 15967 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1744 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 34228 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITIZENS FOR CONSERVATION | |||||||
| 459 WEST HIGHWAY 22 | BARRINGTON | IL | 60010 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $7,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94065 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FL | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT FOR SKOKIE IL DIVISION | $1,000 |
| NATURAL LAND INSTITUTE | |||||||
| 320 SOUTH THIRD STREET | ROCKFORD | IL | 61104 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 |
| SALT CREEK GREENWAY ASSN | |||||||
| 10327 ELIZABETH ST | WESTCHESTER | IL | 60154 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 114 SANSOME STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| SEMPERVIRENS FUND | |||||||
| PO BOX 1417 | LOS ALTOS | CA | 94043 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 55 CHURCH ST FL 3 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| THE PEGGY NOTEBAERT NATURE MUSEUM (CHICAGO ACADEMY OF SCIENCES) | |||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16000 | 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 | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,526 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,954 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,494 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30494 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WAID VANDERPOEL CHARITABLE LEAD TRU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606032003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30574 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BLACKROCK HIGH YIELD BOND - 969.189 SHS | 7172 | 7162 |
| EATON VANCE FLOATING RATE I - 1583.644 SHS | 13889 | 13952 |
| JPM HIGH YIELD FD - SEL - 2789.063 SHS | 21759 | 21253 |
| JPM SHORT DURATION BOND FD - SEL- 1911.459 SHS | 20890 | 20930 |
| DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 1036.948 SHS | 15015 | 13646 |
| JPM STR INC OPP FD - 1895.132 SHS | 21782 | 21472 |
| JPM INTL CURRENCY INCOME FD - 1980.281 SHS | 22790 | 21446 |
| JPM TR I MLT SC INC - SEL - 769.793 SHS | 7798 | 7667 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (28 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DELAWARE EMERGING MARKETS FUND - 917.787 SHS | 15015 | 11445 |
| T ROWE PRICE INTL FUNDS INC NEW ASIA FD - 863.217 SHS | 14016 | 12007 |
| SPDR S&P 500 ETF TRUST - 234 SHS | 27274 | 29367 |
| THORNBURG VALUE FUND FD CL I - 628.817 SHS | 20587 | 18795 |
| ISHARES S&P MIDCAP 400 INDEX FD - 162 SHS | 11554 | 14193 |
| MFS INTL VALUE-I - 553.822 SHS | 14344 | 13685 |
| DODGE & COX INTL STOCK - 1112.749 SHS | 39483 | 32537 |
| ISHARES MSCI EAFE INDEX FUND - 379 SHS | 23539 | 18772 |
| FMI FDS INC LARGE CAP FD - 939.287 SHS | 13188 | 14324 |
| ASTON OPTIMUM MID CAP FUND I - 939.196 SHS | 31127 | 28148 |
| JPM US REAL ESTATE FD - SEL - 911.364 SHS | 12362 | 14755 |
| JPM INTREPID AMERICA FD - SEL 629.125 SHS | 15596 | 14287 |
| JPM MARKET EXPANSION INDEX FD - SEL - 1534.839 SHS | 13031 | 14842 |
| JPM INTL VALUE FD - SEL - 1065.849 SHS | 14354 | 11948 |
| JPM ASIA EQU FD - SEL- 1023.262 SHS | 34359 | 29429 |
| VANGUARD MSCI EMERGING MKTS ETF - 175 SHS | 7847 | 6687 |
| JPM US LRGE CAP CORE PLUS FD - SEL - 1061.201 SHS | 19296 | 20948 |
| EDGEWOOD GROWTH FUND - 1285.531 SHS | 15015 | 15015 |
| JPM TR I GROWTH ADVANTAGE FD - SEL - 2705.428 SHS | 19290 | 23510 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND - 806 SHS | 22507 | 21633 |
| HARTFORD CAPITAL APPRECIATION FUND - 1173.928 SHS | 40396 | 33821 |
| MANNING & NAPIER FUND INC WORLD OPPS SERIES FUND - 1760.433 SHS | 15460 | 11672 |
| MANNING & NAPIER FUND INC EQU SERIES - 1972.076 SHS | 38773 | 34294 |
| EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1518.204 SHS | 15713 | 14909 |
| VICTORY PORTFOLIOS DIVRS STK CL I - 995.061 SHS | 15961 | 14379 |
| SPDR GOLD TRUST - 59 SHS | 6465 | 8967 |
| HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 796.975 SHS | 15015 | 13652 |
| JOHN HANCOCK II-EMG MKTS-I - 774.85 SHS | 9035 | 7020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ATTORNEY GENERAL FEES | 15 | 0 | 15 |
| POWERSHARES DB COMMODITY TRACKING INDEX FUND | 0 | 182 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL ADJUSTMENT | Description |
| Amount | $80 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $447 | Amount |
| Net Investment Income | 447 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |