DONOVAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DONOVAN FAMILY FOUNDATION (EIN 36-7463172)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349101419
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T11:04:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134994650 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA - MILWAUKEE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532013038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367463172 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOVAN FAMILY FOUNDATION V19473004 | BusinessNameLine1 |
| Business Name Line2 | DAVID E & NANCY S DONOVAN TRUSTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONO | NameControl |
| Phone | 4149771210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JPMORGAN CHASE BANKNAPOBOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID E DONOVAN | Name |
| Title | TRUSTEE | Title |
| Phone | 4149771210 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JPMORGAN CHASE BANK NA | Name |
| PTIN | P00295194 | PTIN |
| Phone | 4149771210 | Phone |
| 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 | 1414971 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 130000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 17 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 33606 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33606 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22890 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22890 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22890 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 186513 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56513 | 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 | 438 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 453 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 230000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 230000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 230453 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 230015 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -43940 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56513 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 12230 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42145 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42145 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 902826 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 902826 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1396766 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | -73853 | OtherAssetsEOY |
| Other Assets EOYFMV | -23940 | OtherAssetsEOYFMV |
| Total Assets BOY | 915056 | TotalAssetsBOY |
| Total Assets EOY | 871118 | TotalAssetsEOY |
| Total Assets EOYFMV | 1414971 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 915056 | CapitalStockBOY |
| Capital Stock EOY | 871118 | 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 | 915056 | TotalNetAssetsBOY |
| Total Net Assets EOY | 871118 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 915056 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 871118 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 915056 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -43940 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 871118 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 871118 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 210 SHS JPMORGAN CALL @40 EXP 06/11 | DescriptionOfAsset |
| Date Acquired | 2011-01-20 | DateAcquired |
| Date Sold | 2012-06-22 | DateSold |
| Gross Sales Price | 22890 | GrossSalesPrice |
| Gain Or Loss | 22890 | GainOrLoss |
| Gains Minus Excess Or Losses | 22890 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22890 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 204401 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1663630 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.122864 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 180616 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1520510 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.118786 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 170985 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1756187 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.097361 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51927 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1994396 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.026036 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 129 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1956505 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000066 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.365113 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073023 | AverageDistributionRatio |
| Net Noncharitable Assets | 1707222 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 124666 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 565 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125231 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 230015 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 565 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 565 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 565 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 438 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 438 | TotalCreditsAndPayments |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Tax Due | 141 | 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 Person Name | JPMORGAN CHASE BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3127324267 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E DONOVAN | ||||||||
| 211 W WESTMINSTER ROAD | LAKE FOREST | IL | 60045 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| NANCY S DONOVAN | ||||||||
| 211 W WESTMINSTER ROAD | LAKE FOREST | IL | 60045 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| JPMORGAN CHASE BANK NA | ||||||||
| PO BOX 3038 | MILWAUKEE | WI | 53201 | AGENT | 2.00 | 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 | 1674709 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58511 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1733220 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1733220 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25998 | CashDeemedCharitable |
| Net Noncharitable Assets | 1707222 | NetNoncharitableAssets |
| Minimum Investment Return | 85361 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85361 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 565 | TaxBasedOnInvestmentIncome |
| Total Tax | 565 | TotalTax |
| Distributable Amount Before Adj | 84796 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 84796 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 84796 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 230015 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 230015 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 565 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 229450 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 84796 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 27974 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 105038 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 124097 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 257109 | TotalExcessDistriCarryover |
| Qualifying Distributions | 230015 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 84796 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 145219 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 402328 | 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 | 402328 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 27974 | ExcessFromYear3 |
| Excess From Year2 | 105038 | ExcessFromYear2 |
| Excess From Year1 | 124097 | ExcessFromYear1 |
| Excess From Current Year | 145219 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID E DONOVAN | ContributingManager |
| Contributing Manager | NANCY S DONOVAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GEORGETOWN UNIVERSITY | |||||||
| 2121 WISCONSIN ST NW SUITE 400 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | GRANT: DONOVAN SCHOLARSHIP FUND | $110,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 57TH LAKE SHORE DRIVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GRANT: CAPITAL CAMPAIGN, SCIENCE REDISCOVERED | $70,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | NONE | PUBLIC CHARITY | GRANT: DONOVAN SCHOLARSHIP FUND | $10,000 |
| JACKSON HOLE COMMUNITY SCHOOL | |||||||
| PO BOX 6787 | JACKSON | WY | 83002 | NONE | PUBLIC CHARITY | GRANT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 230000 | 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 | $17 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,606 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,890 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $56,513 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56513 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DAVID E DONOVAN | 211W WESTMINSTER ROAD | LAKE FOREST | IL | 60045 | 90000 | X |
| 2 | NANCY DONOVAN | 211W WESTMINSTER ROAD | LAKE FOREST | IL | 60045 | 40000 | X |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 902826 | EOYBookValue |
| EOYFMV | 1396766 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPEN CALL OPTIONS | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | -73853 | EOYBookValue |
| EOYFMV | -23940 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ILLINOIS CHARITY BUREAU | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUND INCOME TIMING DIFFERENCES | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED EXCISE TAX - CURRENT YEAR | Category |
| Amount | $438 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |