FIREFLY FOUNDATION NFP: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FIREFLY FOUNDATION NFP (EIN 20-3845764)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-03
- IRS object ID
- 201111239349100406
- Schema version
- 2010v3.2
- 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 Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-03T12:40:18-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 140 N HARRISON STREET | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L WINTERS CPA MST | Name |
| Phone | 8473826002 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 188507 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10089 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3465 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3465 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4118 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 99952 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9439 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3468 | 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 | 84 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 212 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 112 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 296 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 112 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 100296 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 112 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 100000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -90857 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3356 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1318 | CashBOY |
| Cash EOY | 4442 | CashEOY |
| Cash EOYFMV | 4442 | CashEOYFMV |
| Investments Corp Stock BOY | 234876 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 140895 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 184065 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 236194 | TotalAssetsBOY |
| Total Assets EOY | 145337 | TotalAssetsEOY |
| Total Assets EOYFMV | 188507 | 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 | 236194 | RetainedEarningsBOY |
| Retained Earnings EOY | 145337 | RetainedEarningsEOY |
| Total Net Assets BOY | 236194 | TotalNetAssetsBOY |
| Total Net Assets EOY | 145337 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 236194 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 145337 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 236194 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -90857 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 145337 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 145337 | 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 |
|---|---|---|---|---|---|---|---|
| BP PLC - 600 SHARES | D | 2006-12-27 | 2010-06-14 | 18349 | 39000 | -20651 | -20651 |
| NIKE INC CL B - 1200 SHARES | D | 2006-12-27 | 2010-07-02 | 81603 | 65070 | 16533 | 16533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4118 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 174931 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 313648 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.557730 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 177716 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 293804 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.604879 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 366618 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30962 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 232806 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.132995 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9108 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.295604 | TotalDistributionRatio |
| Average Distribution Ratio | 0.259121 | AverageDistributionRatio |
| Net Noncharitable Assets | 205123 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 53152 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53186 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 100000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 34 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 34 | 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 | ||||||||
| 109 E STATION ST UNIT A | BARRINGTON | IL | 60010 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SCOTT T ORIGER | ||||||||
| 322 N PINEHILL COURT | 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 | ||||||||
| 1679 DUBLIN CT | INVERNESS | IL | 60067 | 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 | 203460 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4787 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 208247 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 208247 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3124 | CashDeemedCharitable |
| Net Noncharitable Assets | 205123 | NetNoncharitableAssets |
| Minimum Investment Return | 10256 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10256 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Tax | 34 | TotalTax |
| Distributable Amount Before Adj | 10222 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 10222 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 10222 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 100000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 34 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 99966 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10222 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1195 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 163594 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 159387 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 324176 | TotalExcessDistriCarryover |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10222 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 89778 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 413954 | 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 | 413954 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1195 | ExcessFromYear4 |
| Excess From Year2 | 163594 | ExcessFromYear2 |
| Excess From Year1 | 159387 | ExcessFromYear1 |
| Excess From Current Year | 89778 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANDING TALL CHARITABLE FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH RIVER ROAD | AddressLine1 |
| City | DES PLAINES | City |
| State | IL | State |
| ZIP Code | 60016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CASH DONATION | PurposeOfGrantOrContribution |
| Amount | $100,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100000 | 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 | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,465 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,118 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$650 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -650 | 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 | SUSAN L ORIGER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1679 DUBLIN CT | AddressLine1 |
| City | INVERNESS | City |
| State | IL | State |
| ZIP Code | 60067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10089 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 122 SHARES CATPERILLAR INC | NoncashPropertyDescription |
| Fair Market Value | 10089 | FairMarketValue |
| Date Received | 2010-11-23 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 600 SHS BP PLC SPON ADR COMMON STOCK | 0 | 0 |
| 1,200 SHS COACH INC COMMON STOCK | 40356 | 66372 |
| 475 SHS NIKE INC CLASS B | 25757 | 40575 |
| 825 SHS PFIZER INCORPORATED COMMON STOCK | 19503 | 14446 |
| 265 SHS GENERAL ELECTRIC COMMON STOCK | 9959 | 4847 |
| 155 NIKE INC CLASS B | 9852 | 13240 |
| 700 ADOBE SYS DEL PV$0.0001 | 20486 | 21546 |
| 36 APPLE INC | 4893 | 11612 |
| 122 SHS CATERPILLAR | 10089 | 11427 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT CHARGES | 97 | 97 | 0 |
| SECRETARY OF STATE FILING | 15 | 15 | 0 |
| OTHER EXPENSE | 100 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SUSAN L ORIGER | |||
| 1679 DUBLIN CT | INVERNESS | IL | 60067 |
| 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 |
| MICHAEL T ORIGER | |||
| 109 E STATION ST UNIT A | BARRINGTON | IL | 60010 |
| SCOTT ORIGER | |||
| 322 N PINEHILL COURT | PALATINE | IL | 60047 |
| 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 |
|---|---|---|---|
| FEDERAL INCOME TAXES | $69 | 0 | 0 |
| ILLINOIS CHARITY BUREAU | $15 | 0 | 0 |