DONALD E FIKE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONALD E FIKE FAMILY FOUNDATION (EIN 45-2548424)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-12-22
- IRS object ID
- 202303569349100210
- Schema version
- 2022v5.0
- 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
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-22T11:14:59-06:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 E MAIN ST STE 210 | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452548424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD E FIKE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 3093431550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH FARNHAM STREET | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD E FIKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3093431550 | PhoneNum |
| Signature | 2023-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | FIKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BASS | PreparerPersonNm |
| PTIN | P00458970 | PTIN |
| Phone | 3093428026 | PhoneNum |
| Preparation | 2023-12-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,832,549 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,729,955 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $453,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $453,152 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,368,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $638,746 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $315 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $631,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $631,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $631,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,705,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $637,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,474 | CashBOYAmt |
| Cash EOY | $108,551 | CashEOYAmt |
| Cash EOYFMV | $108,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,062 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $41,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $41,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,971,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,664,936 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,664,936 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,021,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,832,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,832,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,021,875 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,832,549 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,021,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,832,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,021,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,832,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,021,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,705,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $205,290 | OtherIncreasesAmt |
| Subtotal | $15,932,943 | SubtotalAmt |
| Other Decreases | $100,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,832,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $673,689 | $492,945 | $180,744 | $180,744 | |
| CAPITAL GAINS DIVIDENDS | $272,408 | $272,408 | $272,408 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $453,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,575 | OverpaymentAmt |
| Applied To ES Tax | $9,575 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RON WILSON RFMS INC | IndividualWithBooksNm |
| Phone | 3093431550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 S FARNHAM | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD E FIKE | ||||||||
| 285 SOUTH FARNHAM | GALESBURG | IL | 61401 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZANNE FIKE MEEKER | ||||||||
| 285 SOUTH FARNHAM | GALESBURG | IL | 61401 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD J WILSON | ||||||||
| 285 SOUTH FARNHAM | GALESBURG | IL | 61401 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MISTY FIKE | ||||||||
| 285 SOUTH FARNHAM | GALESBURG | IL | 61401 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,074,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,116,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,116,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,904,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $695,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $695,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,865 | TotalTaxAmt |
| Distributable Before Adj | $686,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $686,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $686,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $631,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $631,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $686,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $629,518 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $631,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $629,518 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $684,556 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD E FIKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD E FIKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH FARNHAM STREET | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3093431550 | RecipientPhoneNum |
| Form And Info And Materials | THE SELECTION PROCESS OF CONTRIBUTIONS WILL BE CONDUCTED BY THE BOARD OF DIRECTORS. A MAJORITY VOTE BY THE DIRECTORS WILL QUALIFY AN ORGANIZATION AND/OR SPECIFIC PROGRAMS OF AN ORGANIZATION FOR FUNDING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST PROVE THEIR STATUS AS 501(C)(3) ORGANIZATIONS OR OTHERWISE VERIFY THAT GRANT MONIES WILL BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES AS DESCRIBED IN IRC SECTION 170(C)(1) OR 170(C)(2)(B). THE FOUNDATION WILL PERFORM AN ANNUAL REVIEW TO INSURE THAT ALL RECIPIENT ORGANIZATIONS MAINTAINED THEIR 501(C)(3) STATUS AND/OR USED GRANT MONIES EXCLUSIVELY FOR THE INTENDED CHARITABLE PURPOSE DESCRIBED IN IRC SECTION 170(C)(1) OR 170(C)(2)(B). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT UNLIMITED INC | |||||||
| 285 SOUTH FARNHAM STREET | GALESBURG | IL | 61401 | N/A | PC | TO PROVIDE & OPERATE LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED | $45,000 |
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | N/A | PC | HELPING ENSURE THE SAFETY, WELFARE AND WELL-BEING OF ANIMALS | $20,000 |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLD | NJ | 07078 | N/A | PC | DEDICATED TO CURING SPINAL CORD INJURY BY ADVANCING INNOVATIVE RESEARCH AND IMPROVING THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IMPACTED BY PARALYSIS. | $15,000 |
| GALESBURG MUSEUMS INC DBA DISCOVERY DEPOT | |||||||
| 128 S CHAMBERS ST | GALESBURG | IL | 61401 | N/A | PC | TO PROVIDE INTERACTIVE HANDS-ON EXPERIENCES FOR CHILDREN THAT TOUCH ON THE HISTORY, CULTURE, ARTS, INDUSTRY, EDUCATION, AND TRADITIONS IN THE GALESBURG, IL AREA. | $10,000 |
| NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE | |||||||
| 420 E SUPERIOR STREET | CHICAGO | IL | 60611 | N/A | PC | TO CONDUCT GROUNDBREAKING MEDICAL RESEARCH AND TO EDUCATE THE NEXT GENERATION OF LEADERS IN MEDICINE | $10,000 |
| FRIENDSHIP HOUSE | |||||||
| 1718 N 2525TH ROAD PO BOX 273 | OTTAWA | IL | 61350 | N/A | PC | TO INSTRUCT AND TRAIN PERSONS WITH DEVELOPMENTAL DISABILITIES TO ATTAIN AN INDEPENDENT AND PRODUCTIVE LIFE. | $5,000 |
| GALESBURG CHRISTIAN SCHOOL ASSOCIATION INC | |||||||
| 1881 E FREMONT STREET | GALESBURG | IL | 61401 | N/A | PC | GALESBURG CHRISTIAN SCHOOL IS COMMITTED TO PROVIDING A CHRIST-CENTERED, COMPLETE EDUCATIONAL EXPERIENCE TO EACH STUDENT | $10,000 |
| GALESBURG RESCUE MISSION & WOMEN'S SHELTER | |||||||
| 435 E 3RD STREET | GALESBURG | IL | 61401 | N/A | PC | TO SHARE GOD'S LOVE WITH ALL WHO SEEK ASSISTANCE WITH FOOD, CLOTHING, SHELTER AND COUNSELING | $20,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | N/A | PC | CREATING AND SUPPORTING UNIQUE PROGRAMS DESIGNED TO ENTERTAIN, EDUCATE, INSPIRE, STRENGTHEN, AND BUILD COMMUNITIES TO SERVE OUR NATION BY HONORING VETERANS AND THOSE IN NEED | $20,000 |
| HABITAT FOR HUMANITY KNOX COUNTY ILLINOIS | |||||||
| 156 N SEMINARY STREET | GALESBURG | IL | 61401 | N/A | PC | BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE | $50,000 |
| HONOR FLIGHT NETWORK | |||||||
| 1405 S FERN STREET 702 | ARLINGTON | VA | 22202 | N/A | PC | TO CELEBRATE AMERICA'S VETERANS BY INVITING THEM TO SHARE IN A DAY OF HONOR AT OUR NATION'S MEMORIALS | $30,000 |
| ILLINOIS VALLEY ANIMAL RESCUE INC | |||||||
| PO BOX 284 | PERU | IL | 61354 | N/A | PC | TO RESCUE AND PROVIDE CARE AND COMFORT FOR ABUSED, NEGLECTED AND HOMELESS ANIMALS | $20,000 |
| ILLINOIS VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 815 N ORLANDO SMITH RD | OGLESBY | IL | 61348 | N/A | PC | ADVANCES EDUCATION IN OUR COMMUNITIES THROUGH SCHOLARSHIPS TO DESERVING AND WELL-QUALIFIED IVCC STUDENTS AND PROVIDES FINANCIAL SUPPORT FOR WORTHY AND INNOVATIVE IVCC EDUCATION PROGRAMS AND SERVICES | $20,000 |
| ILLINOIS VALLEY YMCA | |||||||
| 300 WALNUT DRIVE | PERU | IL | 61354 | N/A | PC | TO BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL PEOPLE | $10,000 |
| JEFFERSON COUNTY COMPREHENSIVE SERVICES INC | |||||||
| 16338 NORTH IL HIGHWAY 37 | MT VERNON | IL | 62864 | N/A | PC | CONNECTING INDIVIDUALS WITH DISABILITY ADDICTIONS OR FUNCTIONAL LIMITATIONS WITH APPROPRIATELY DETERMINED SERVICES TO IMPROVE THEIR QUALITY OF LIFE | $10,000 |
| KCCDD INC | |||||||
| 2015 WINDISH DR | GALESBURG | IL | 61401 | N/A | PC | TO CREATE OPPORTUNITIES FOR INDIVIDUALS TO MAXIMIZE INDEPENDENCE & POTENTIAL | $21,000 |
| THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF KNOX COUNTY ILLINOIS | |||||||
| 1324 W CARL SANDBURG DRIVE | GALESBURG | IL | 61401 | N/A | PC | TO SUPPORT PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL PEOPLE | $10,000 |
| LOVING BOTTOMS DIAPER BANK | |||||||
| 77 S HENDERSON STREET | GALESBURG | IL | 61401 | N/A | PC | BUILDING HEALTHY COMMUNITIES BY ENDING DIAPER NEED AND PERIOD POVERTY THROUGH ACCESS, EDUCATION, AND ADVOCACY | $10,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PC | TO PROVIDE EDUCATION, RESEARCH, AND PATIENT CARE | $55,000 |
| MISSION K9 RESCUE | |||||||
| PO BOX 395 | NEEDVILLE | TX | 774610395 | N/A | PC | TO RESCUE, REUNITE, RE-HOME, REHABILITATE AND REPAIR ANY RETIRED WORKING DOG THAT HAS SERVED MANKIND IN SOME CAPACITY | $20,000 |
| NATIONAL STEARMAN FOUNDATION INC | |||||||
| PO BOX 1937 | GALESBURG | IL | 61401 | N/A | PC | TO PRESERVE AND DISPLAY HISTORICAL STEARMAN AIRCRAFT AND EDUCATE THE PUBLIC ABOUT THEIR ROLE IN OUR NATION'S HISTORY | $10,000 |
| OGLESBY VOLUNTEER FIRE DEPARTMENT | |||||||
| 500 SOUTH COLUMBIA AVENUE | OGLESBY | IL | 61348 | N/A | NC | TO PROVIDE FIRE AND RESCUE SERVICES TO OGLESBY, IL AND SURROUNDING COMMUNITIES | $5,000 |
| PET PROJECT INC | |||||||
| PO BOX 163 | OTTAWA | IL | 61350 | N/A | PC | TO PROVIDE SHELTER AND ADOPTION SERVICES FOR CATS AND DOGS | $20,000 |
| RESIDENTIAL ALTERNATIVES OF ILLINOIS INC | |||||||
| 285 SOUTH FARNHAM STREET | GALESBURG | IL | 61401 | N/A | PC | SCHOLARSHIP FUND | $45,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL ILLINOIS | |||||||
| 610 N 7TH STREET | SPRINGFIELD | IL | 62702 | N/A | PC | TO PROVIDE PROGRAMS TO SUPPORT THE WELL-BEING OF CHILDREN AND PROVIDES A HOME AWAY FROM HOME FOR FAMILIES WITH CHILDREN RECEIVING MEDICAL CARE | $25,000 |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | N/A | PC | PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES | $20,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10000 | N/A | PC | TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER, WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON SEPTEMBER 11, 2001 AND TO HONOR OUR MILITARY AND FIRST RESPONDERS. | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL - FORE THE KIDS | |||||||
| 501 ST JUDE PLACE | MEMPHIS | IL | 38105 | N/A | PC | TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. | $30,000 |
| TONICA UNITED METHODIST CHURCH | |||||||
| 423 E WAUPONIS ST PO BOX 98 | TONICA | IL | 613700098 | N/A | PC | TO MAKE DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD | $15,000 |
| VESTED INTEREST IN K9'S INC | |||||||
| PO BOX 9 | EAST TAUNTON | MA | 02718 | N/A | PC | TO PROVIDE BULLET AND STAB PROTECTIVE VESTS AND OTHER ASSISTANCE FOR K9S OF LAW ENFORCEMENT AND OTHER RELATED AGENCIES THROUGHOUT THE UNITED STATES | $20,000 |
| VNA COMMUNITY SERVICES | |||||||
| 2262 GRAND AVENUE 100 | GALESBURG | IL | 61401 | N/A | PC | TO PROVIDE SERVICES TO IMPROVE AND MAINTAIN THE QUALITY OF LIFE FOR CITIZENS THROUGHOUT KNOX COUNTY ILLINOIS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $631,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $638,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $638,746 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD E FIKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH FARNHAM STREET | AddressLine1Txt |
| City | GALESBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,729,955 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 55,865.00 SHS OAKMARK SELECT INVESTOR: OAKLX | NoncashPropertyDesc |
| Fair Market Value | $2,699,955 | FairMarketValueAmt |
| Received | 2022-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,260 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - AMERICAN CENTURY EQUITY: BEQGX | $1,283,978 | $1,283,978 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - JANUS HENDERSON GLOBAL: JAWWX | $1,812,984 | $1,812,984 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - OAKMARK INTL FD INV: OAKIX | $360,169 | $360,169 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - OAKMARK SEL INV: OAKLX | $3,227,880 | $3,227,880 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - SCHWAB SMALL CAP INDEX: SWSSX | $678,805 | $678,805 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - PARNASSUS MID CAP FUND: PARMX | $545,311 | $545,311 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - VANGUARD DIV GROWTH: VDIGX | $2,550,016 | $2,550,016 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - VANGUARD WINDSOR FUND: VWNDX | $112,538 | $112,538 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - VANGUARD DIV APPRECIATION: VIG | $1,754,400 | $1,754,400 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - VANGUARD INFORMATION TECH: VGT | $625,320 | $625,320 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - FRANKLIN MUTUAL EUROPEAN: MEUR | $517,783 | $517,783 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - FRANKLIN MUTUAL GLOBAL DISCOVE | $270,209 | $270,209 |
| INVESTMENT IN AVAILABLE FOR SALE SECURITIES - VANGUARD GROWTH INDEX:VIGAX | $1,925,543 | $1,925,543 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $41,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $41,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $100,394 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUAL TO CASH ADJUSTMENT | $75,000 |
| SALE OF DONATED STOCK - CARRYOVER BASIS ADJUSTMENT | $130,290 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED PAYMENTS | $18,440 | $0 | $0 |
| FEDERAL EXCISE TAX | $12,198 | $0 | $0 |
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