Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MARAJEN STEVICK FOUNDATION
Employer identification number
37-1402852
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
No
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
(A)
UNIVERSITY OF ILLINOIS FOUNDATION
376006007
5
Yes
Yes
Yes
113,900
(B)
COMMUNITY FOUNDATION OF EAST CENTRAL ILLINOIS
237176723
7
Yes
Yes
Yes
25,000
Total
138,900
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MARAJEN STEVICK FOUNDATION
Employer identification number
37-1402852
Return Reference
Explanation
FORM 990, PART III, LINE 1
THE PURPOSE OF THE MARAJEN STEVICK FOUNDATION IS TO AID IN ENHANCING THE QUALITY OF LIFE* OF THE CITIZENS OF CHAMPAIGN-URBANA AND EAST CENTRAL ILLINOIS BY: 1) PROVIDING CONSISTENT LONG-TERM FINANCIAL SUPPORT TO STEVICK SUPPORTED ORGANIZATIONS. 2) MAINTAINING THE QUALITY AND LONG-TERM FINANCIAL STABILITY OF THE FOUNDATION'S MAJOR ASSETS (NEWS-GAZETTE, WDWS AND WHMS). 3) ENCOURAGING AND ASSISTING THE FOUNDATION'S MAJOR ASSETS TO ACT AS CATALYSTS AND LEADERS IN THE COMMUNITY. * THE NEWSPAPER AND RADIO STATIONS OWNED AND OPERATED BY THE NEWS-GAZETTE, INC, WHICH IS IN TURN OWNED BY THE FOUNDATION, WERE STARTED BY MARAJEN STEVICK'S PARENTS, WHO WERE ACTIVE VOICES IN THE LOCAL COMMUNITIES AND PROMOTED CIVIC CAUSES FOR THE GOOD OF THE COMMUNITIES. AFTER HER PARENTS' DEATHS, MARAJEN STEVICK OPERATED THE BUSINESSES AND CONTINUED HER PARENTS' DREAMS AND ROLES. TO PERPETUATE THOSE DREAMS, SHE CREATED A PRIVATE FOUNDATION, WHICH HAS SINCE BEEN CONVERTED TO THIS SUPPORTING ORGANIZATION, TO OPERATE THE NEWSPAPER AND RADIO STATIONS AS COMMUNITY-BASED COMMUNICATION VEHICLES TO BE USED FOR THE BENEFIT OF THE CHAMPAIGN-URBANA AND SURROUNDING COMMUNITIES. THE FOUNDATION IS GUIDED BY MARAJEN STEVICK'S PREFERENCES AS TO CATEGORIES OF FUNDING THROUGH ITS SUPPORTED ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: ENHANCEMENT OF THE QUALITY OF LIFE OF ELDER CITIZENS; THE HUMANE TREATMENT OF ANIMALS AND THEIR CO-EXISTENCE WITH HUMANS; READING AND WRITING PROGRAMS AT ALL LEVELS OF EDUCATION; THE ADVANCEMENT OF JOURNALISM AT THE UNIVERSITY OF ILLINOIS; AND THE AESTHETIC ENHANCEMENT OF THE PHYSICAL ENVIRONMENT OF THE CHAMPAIGN-URBANA AND SURROUNDING COMMUNITIES.
FORM 990, PART VI, SECTION A, LINE 2
(1) DAVID DOWNEY AND GEORGE SHAPLAND HAVE A BUSINESS RELATIONSHIP. (2) GREG COZAD AND GEORGE SHAPLAND HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7A
OF THE NINE DIRECTORS COMPRISING THE BOARD OF DIRECTORS OF THE FOUNDATION, THE SUPPORTED ORGANIZATIONS, COLLECTIVELY, SHALL HAVE THE RIGHT TO APPROVE THE APPOINTMENT OR ELECTION OF AN AGGREGATE FIVE DIRECTORS TO SERVE FROM TIME TO TIME AS "REPRESENTATIVES" OF THE SUPPORTED ORGANIZATIONS ON THE BOARD OF DIRECTORS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 8B
THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11
THE FORM 990 IS REVIEWED IN DRAFT FORM WITH THE FULL BOARD OF DIRECTORS. ALL QUESTIONS AND CONCERNS ARE ADDRESSED AND RESOLVED BEFORE BECOMING FINAL. THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C
EACH YEAR, BOARD MEMBERS COMPLETE A FORMAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS INFORMATION IS PRESENTED AT THE BEGINNING OF EACH BOARD MEETING ALONG WITH A FORMAL REQUEST FOR NEW POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15
COMPENSATION REPORTED FROM RELATED ORGANIZATIONS IS FOR SERVICES PROVIDED TO THE RELATED ORGANIZATONS. OFFICERS AND DIRECTORS OF THE FILING ORGANIZATION ARE NOT COMPENSATED FOR THEIR SERVICES TO THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VI, SECTION B, LINE 13:
THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND THEREFORE DOES NOT HAVE A WHISTLEBLOWER POLICY.
FORM 990, PART X, LINE 12:
THE FOUNDATION'S PRIMARY ASSET CONSISTS OF A 100% INTEREST IN CLOSELY-HELD STOCK. THE STOCK IS REFLECTED ON THE BALANCE SHEET AT A COST OF $29,858,700 WHICH EQUALS THE FMV OF THE STOCK AT THE TIME IT WAS DONATED TO THE FOUNDATION. A RECENT APPRAISAL OF THE STOCK REFLECTED A FMV OF $11,450,000. THE FOUNDATION'S DISTRIBUTIONS TO ITS SUPPORTED ORGANIZATIONS REFLECTS THE LIQUIDITY OF THE FOUNDATION'S ASSETS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.