STRATEGY STUDIO / PUBLIC DATA EXPLORER

CLINGEN FOUNDATION LTD: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CLINGEN FOUNDATION LTD (EIN 36-4200766)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-06-02
IRS object ID
201131539349100103
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-06-02T12:20:46-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN KALLICK LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN364200766EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CLINGEN FOUNDATION LTD CO BRIAN CLINGENBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCLINNameControl
Phone6303683700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15101 DARMSTADT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN CLINGENName
TitlePRESIDENTTitle
Phone6303683700Phone
Date Signed2011-05-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARK J BLUMENTHALName
Phone3122071040Phone
Date Prepared2011-05-18DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY33323FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss350000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss2264OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses352264TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss2675LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1865AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm932AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss85OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm85OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4625TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1017TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss332000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps332000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss336625TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1017TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps332000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses15639ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY17684SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY33323SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV33323SavingsAndTempCashInvstEOYFMV
Total Assets BOY17684TotalAssetsBOY
Total Assets EOY33323TotalAssetsEOY
Total Assets EOYFMV33323TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY17684RetainedEarningsBOY
Retained Earnings EOY33323RetainedEarningsEOY
Total Net Assets BOY17684TotalNetAssetsBOY
Total Net Assets EOY33323TotalNetAssetsEOY
Total Liabilities Net Assets BOY17684TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY33323TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY17684TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses15639ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal33323Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY33323TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1293000QualifyingDistributionsYear1
Noncharitable Assets Year11650NoncharitableAssetsYear1
Distribution Ratio Year1177.575758DistributionRatioYear1
Qualifying Distributions Year2265204QualifyingDistributionsYear2
Noncharitable Assets Year26620NoncharitableAssetsYear2
Distribution Ratio Year240.061027DistributionRatioYear2
Qualifying Distributions Year3296597QualifyingDistributionsYear3
Noncharitable Assets Year376835NoncharitableAssetsYear3
Distribution Ratio Year33.860181DistributionRatioYear3
Qualifying Distributions Year4831246QualifyingDistributionsYear4
Noncharitable Assets Year4654841NoncharitableAssetsYear4
Distribution Ratio Year41.269386DistributionRatioYear4
Qualifying Distributions Year5339769QualifyingDistributionsYear5
Noncharitable Assets Year51060610NoncharitableAssetsYear5
Distribution Ratio Year50.320352DistributionRatioYear5
Total Distribution Ratio223.086704TotalDistributionRatio
Average Distribution Ratio44.617341AverageDistributionRatio
Net Noncharitable Assets2093NetNoncharitableAssets
Adjusted Noncharitable Assets93384AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One93384AdjNonchrtblAssetsAndOnePct
Qualifying Distributions332000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKENNETH W CLINGENBooksInCareOfPersonName
Books In Care Of Phone Number6308712600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12100 MANCHESTER RDAddressLine1
CityWHEATONCity
StateILState
ZIP Code60187ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BRIAN T CLINGEN
66 BREAKENRIDGE FARM ROADOAK BROOKIL60523DIR./PRES./TREAS.1.00000
DEIDRE M CLINGEN
66 BREAKENRIDGE FARM ROADOAK BROOKIL60523DIRECTOR1.00000
KENNETH W CLINGEN
2100 MANCHESTER ROADWHEATONIL60187DIR./SEC.1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2125AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2125TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2125AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable32CashDeemedCharitable
Net Noncharitable Assets2093NetNoncharitableAssets
Minimum Investment Return105MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return105MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj105DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded105DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted105DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions332000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions332000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions332000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted105DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5287900ExcessDistriCarryoverYear5
Excess Distri Carryover Year4799912ExcessDistriCarryoverYear4
Excess Distri Carryover Year3293061ExcessDistriCarryoverYear3
Excess Distri Carryover Year2264965ExcessDistriCarryoverYear2
Excess Distri Carryover Year1292917ExcessDistriCarryoverYear1
Total Excess Distri Carryover1938755TotalExcessDistriCarryover
Qualifying Distributions332000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year105AppliedToCurrentYear
Remaining Distri From Corpus331895RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus2270650TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5287900ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1982750ExcessDistriCyovToNextYear
Excess From Year4799912ExcessFromYear4
Excess From Year3293061ExcessFromYear3
Excess From Year2264965ExcessFromYear2
Excess From Year1292917ExcessFromYear1
Excess From Current Year331895ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBRIAN T CLINGENContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE REV RONALD RIGOVSKY OSB MEMORIAL FUND
2200 MAPLE AVENUELISLEIL60532NONE501(C)(3)GENERAL FUND$1,000
CATHOLIC CHARITIES
721 N LASALLECHICAGOIL60614NONE501(C)(3)GENERAL FUND$150,000
JDRF
500 N DEARBORNCHICAGOIL60654NONE501(C)(3)RESEARCH$10,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BOULEVARDCHICAGOIL60607NONE501(C)(3)YOUTH & FAMILY SUPPORT$50,000
OLD ST PATRICK'S CHURCH
700 W ADAMSCHICAGOIL60661NONE501(C)(3)GENERAL FUND$15,000
PMC-JIMMY FUND
17 PARKS CROSSINGPITTSFORDNY14534NONE501(C)(3)RESEARCH$5,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL60640NONE501(C)(3)GENERAL FUND$1,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONE501(C)(3)EDUCATION$50,000
UNIVERSITY OF NOTRE DAME- PRESIDENTS CIRCLE
1100 GRACE HALLNOTRE DAMEIN46556NONE501(C)(3)PRESIDENTS CIRCLE FUND$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year332000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionLITIGATION INCOMEDescription
Unrelated Business Income$2,264UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$2,264UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2264TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBRIAN CLINGENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line15101 DARMSTADT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions350000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAXCategory
Amount$1,865Amount
Net Investment Income932NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$2,675Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionLITIGATION INCOMEDescription
Revenue And Expenses Per Books2264RevenueAndExpensesPerBooks
Adjusted Net Income0AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryBANK FEESCategory
Amount$85Amount
Net Investment Income85NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps