DONOVAN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DONOVAN FAMILY FOUNDATION (EIN 36-7463172)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-20
- IRS object ID
- 201111719349100401
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-20T11:20:39-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-06-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JPMORGAN CHASE BANK NA | Name |
| Phone | 4149771210 | 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 | 1794209 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 174280 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 8 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8401 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8401 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 135451 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 256605 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 135451 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 318140 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143860 | 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 |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 825 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2141 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 42 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3008 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 840 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 205000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 205000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 208008 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 205840 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 110132 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 143860 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8501 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12230 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12230 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 902826 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 902826 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1781979 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | -53277 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 858050 | TotalAssetsBOY |
| Total Assets EOY | 915056 | TotalAssetsEOY |
| Total Assets EOYFMV | 1794209 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 858050 | CapitalStockBOY |
| Capital Stock EOY | 915056 | 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 | 858050 | TotalNetAssetsBOY |
| Total Net Assets EOY | 915056 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 858050 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 915056 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 858050 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 110132 | ExcessOfRevenueOverExpenses |
| Other Increases | 151 | OtherIncreases |
| Subtotal | 968333 | Subtotal |
| Other Decreases | 53277 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 915056 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | 2008-12-16 | 2010-12-14 | 176315 | 121154 | 55161 | 55161 | |
| 120 JPMORGAN CHASE & CO COVERED CALL OPTION | 2009-08-26 | 2010-01-20 | 20477 | 20477 | 20477 | P | |
| 200 JPMORGAN CHASE & CO COVERED CALL | 2009-11-05 | 2010-03-25 | 32799 | 32799 | 32799 | P | |
| 420 JPMORGAN CHASE & CO COVERED CALL | 2010-08-02 | 2010-12-22 | 27014 | 27014 | 27014 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 135451 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 180616 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1520510 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.118786 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 170985 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1756187 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.097361 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 51927 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1994396 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.026036 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 129 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1956505 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000066 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.242249 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060562 | AverageDistributionRatio |
| Net Noncharitable Assets | 1663630 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 100753 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1439 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 102192 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 205840 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1439 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1439 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1439 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2441 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2441 | TotalCreditsAndPayments |
| Overpayment | 1002 | Overpayment |
| Amount Credited To Next Year | 1002 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1668514 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20450 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1688964 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1688964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25334 | CashDeemedCharitable |
| Net Noncharitable Assets | 1663630 | NetNoncharitableAssets |
| Minimum Investment Return | 83182 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83182 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1439 | TaxBasedOnInvestmentIncome |
| Total Tax | 1439 | TotalTax |
| Distributable Amount Before Adj | 81743 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 81743 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 81743 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 205840 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 205840 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1439 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204401 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81743 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 27974 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 105038 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 133012 | TotalExcessDistriCarryover |
| Qualifying Distributions | 205840 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 81743 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 124097 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 257109 | 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 | 257109 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 27974 | ExcessFromYear2 |
| Excess From Year1 | 105038 | ExcessFromYear1 |
| Excess From Current Year | 124097 | 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 (3 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 | $125,000 |
| 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 |
| 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 | $8 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,401 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $135,451 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND - EXCISE TAX | Description |
| Exclusion Code | 01 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $143,860 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143860 | 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 | DAVID E DONOVAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211W WESTMINSTER ROAD | AddressLine1 |
| City | LAKE FOREST | City |
| State | IL | State |
| ZIP Code | 60045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 174280 | 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 | 4071 UTS BROWN CAPITAL MANAGEMENT SAMM CO FUND | NoncashPropertyDescription |
| Fair Market Value | 174280 | FairMarketValue |
| Date Received | 2010-12-09 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $825 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 825 | DisbursementsCharitablePrps |
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 | 1781979 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPEN CALL OPTIONS | Description |
| BOY Book Value | -53277 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCEEDS FROM COVERED CALLS RECEIVED IN 2009 | Description |
| Amount | $53,277 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU | 15 | 0 | 15 |
| INTEREST | 27 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT BOOK VALUE | Description |
| Amount | $151 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX BALANCE DUE - PRIOR YEAR | $1,700 | 0 | 0 |
| ESTIMATED EXCISE TAX - CURRENT YEAR | $441 | 0 | 0 |