VIRGINIA M LONG CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA M LONG CHARITABLE FOUNDATION (EIN 43-0871463)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202431219349101858
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T12:08:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371206530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEFFEL BOYLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 STATE ST | AddressLine1Txt |
| City | ALTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 620026135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430871463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA M LONG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6182593068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA LONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6182593068 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN FITZGERALD CPA | PreparerPersonNm |
| PTIN | P00009184 | PTIN |
| Phone | 6184654288 | PhoneNum |
| Preparation | 2024-04-24 | 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 | 2023 | 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 | $1,753,867 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,463 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,463 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,864 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $75,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,345 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,481 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,500 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,392 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,392 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,392 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $204 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,482 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $394 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,768 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,768 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,713 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,630 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $424,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $320,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,038,963 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $494,410 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $524,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $530,093 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $150,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $231,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $184,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,080,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,076,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,753,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,080,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,076,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,080,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,080,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,076,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,080,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,078,739 | SubtotalAmt |
| Other Decreases | $2,456 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY LT | P | 2022-06-01 | 2023-12-31 | $469,614 | $470,000 | -$386 | -$386 |
| CITI CI CALL | P | 2023-12-31 | $45,178 | $45,178 | $45,178 | ||
| ENTERPRISE PRODUCTS LOSS | P | 2023-12-31 | $611 | -$611 | -$611 | ||
| CAPITAL GAINS DIVIDENDS | P | $683 | $683 | $683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,864 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | 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 | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $261 | TaxDueAmt |
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 | 0 | 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 | VIRGINIA M LONG | IndividualWithBooksNm |
| Phone | 6182593068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA M LONG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5123 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,500 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | $22,920 GRANTS TO ST. AMBROSE CHURCH, ST. AMBROSE SCHOOL,ST. AMBROSE VINCENT DE PAUL, ST. AMBROSE MISC | Description1Txt |
| Expenses1 | $22,920 | Expenses1Amt |
| Description2 | $10,000 GRANT TO MARQUETTE HIGH SCHOOL, ALTON IL FOR THEATRE ART & MUSIC | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | $2,000 GRANT TO BOYS AND GIRLS CLUB$2,000 GRANT TO ALTON MOBILE FOOD PANTRY$1,000 GRANT TO RIVERBEND HEAD START | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | CRISIS FOOD CENTER $2,000UNITED WAY $2,000OASIS WOMEN'S SHELTER $2,000 | Description4Txt |
| Expenses4 | $6,000 | Expenses4Amt |
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 | $1,655,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,655,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,655,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,630,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,208 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,713 | CurrentYearAmt |
| Year1 | $19,773 | Year1Amt |
| Year2 | $26,141 | Year2Amt |
| Year3 | $24,068 | Year3Amt |
| Total | $88,695 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,906 | CurrentYearAmt |
| Year1 | $16,807 | Year1Amt |
| Year2 | $22,220 | Year2Amt |
| Year3 | $20,458 | Year3Amt |
| Total | $75,391 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $65,208 | CurrentYearAmt |
| Year1 | $62,888 | Year1Amt |
| Year2 | $45,024 | Year2Amt |
| Year3 | $36,053 | Year3Amt |
| Total | $209,173 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $65,208 | CurrentYearAmt |
| Year1 | $62,888 | Year1Amt |
| Year2 | $45,024 | Year2Amt |
| Year3 | $36,053 | Year3Amt |
| Total | $209,173 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $54,349 | CurrentYearAmt |
| Year1 | $51,052 | Year1Amt |
| Year2 | $52,862 | Year2Amt |
| Year3 | $42,123 | Year3Amt |
| Total | $200,386 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGINIA LONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6182593068 | RecipientPhoneNum |
| Form And Info And Materials | IN THE PAST SEVERAL YEARS, THE FOUNDATION HAS ONLY CONTRIBUTED DIRECTLY TO 501(C)(3) CHARITABLE ORGANIZATIONS AND ORGANIZATIONS ACTIVE IN THE AREA OF FINE ARTS. THE FOUNDATION MAY AT SOME POINT IN THE FUTURE PROVIDE SCHOLARSHIP MONEY TO SUITABLE CANDIDATES FROM THE COMMUNITY STUDYING LIBERAL ARTS. APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE BIOGRAPHICAL RECORD AND SUPPORTING MATERIAL, INCLUDING A RESUME, LETTERS OF RECOMMENDATION AND A SAMPLE OF THE CANDIDATE'S WORK (IE: ARTISTIC PORTFOLIO), OR DOCUMENTATION OF PAST SCIENTIFIC ACHIEVEMENTS. SELECTION WILL BE BASED SOLELY ON OBJECTIVE STANDARDS WHICH INCLUDE: PRIOR PERFORMANCE IN THE CANDIDATE'S CHOSEN FIELD; RECOMMENDATIONS FROM OTHERS IN THE CANDIDATE'S CHOSEN FIELD UNRELATED TO THE CANDIDATE; CONCLUSIONS DRAWN FROM AN INTERVIEW WITH THE CANDIDATE AS TO MOTIVATION, CHARACTER, POTENTIAL CONTRIBURION TO COMMUNITY AND COMMITMENT TO THE CANDIDATE'S FIELD AND FINANCIAL NEED. POTENTIAL CANDIDATES CAN NOT BE RELATED TO ANY MEMBER OF THE FOU | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 2 MONTHS PRIOR TO THE BEGINNING OF SCHOOL TERM | SubmissionDeadlinesTxt |
| Restrictions On Awards | $500 PER ACADEMIC YEAR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTON MOBILE FOOD PANTRY | |||||||
| 524 ALBY STREET | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| BOYS AND GIRLS CLUB | |||||||
| 324 E CENTRAL STREET | BETHALTO | IL | 62010 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| CATHOLIC CHILDREN'S HOME | |||||||
| 1400 STATE STREET | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| CRISIS FOOD CENTER | |||||||
| 21 E 6TH STREET | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| ECHO ACADEMY - LCCCF | |||||||
| 5800 GODFREY ROAD | GODFREY | IL | 62035 | NONE | EXEMPT | UNRESTRICTED | $250 |
| HEAD START | |||||||
| BROADWAY | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| KINGS HOUSE RETREAT LADY OF THE SNOWS | |||||||
| 451 S DEMAZENOD DR | BELLEVILLE | IL | 62223 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| LCCC FOUNDATION GWC ENDOWMENT | |||||||
| 5800 GODFREY ROAD | GODFREY | IL | 62035 | NONE | EXEMPT | UNRESTRICTED | $1,838 |
| LEWIS & CLARK COM COLLEGE | |||||||
| SCHOLARSHIP FNDN | GODFREY | IL | 62035 | NONE | EXEMPT | COLLEGE SCHOLARSHIPS | $2,000 |
| MARQUETTE CATHOLIC HIGH SCHOOL | |||||||
| 219 E FOURTH STREET | ALTON | IL | 62002 | NONE | EXEMPT | THEATRE DEPT. | $10,000 |
| NEWMAN CATHOLIC CENTER | |||||||
| 500 ROOSEVELT AVE | CHARLESTON | IL | 61920 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| OASIS WOMEN'S CENTER | |||||||
| 111 MARKET STREET | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| PARKINSON ASSOC | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | NONE | EXEMPT | UNRESTRICTED | $200 |
| ST AMBROSE CHURCH & SCHOOL | |||||||
| 820 W HOMER ADAMS PKWY | GODFREY | IL | 62035 | NONE | EXEMPT | UNRESTRICTED | $22,920 |
| ST MARY CHURCH | |||||||
| 4TH AND HENRY STREETS | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $3,000 |
| ST PETER AND PAUL | |||||||
| STATE STREET | ALTON | IL | 62002 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| THE NATURE INSTITUE | |||||||
| 2213 SOUTH LEVIS LANE | GODFREY | IL | 62035 | NONE | EXEMPT | UNRESTRICTED | $3,000 |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,208 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,345 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SCHEFFEL & COMPANY TAX PREP | $950 | $950 | $950 | $0 |
| BOOKKEEPER EXPENSE | $1,442 | $1,442 | $1,442 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC 6.3% | $54,410 | $50,022 |
| MS 11% WORSTOF | $100,000 | $101,705 |
| MS 11.5 WORSTOF | $100,000 | $99,255 |
| CITI WORSTOF CONT CALLABLE | $70,000 | $71,701 |
| JPM ENHANCED TRIGGER | $100,000 | $106,800 |
| BCS 11.6 WORSTOF | $100,000 | $100,610 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $16,933 | $770,120 |
| ENTERPRISE PROD PARTNERS | $26,333 | $26,350 |
| GRANITE POINT MORTGAGE TRUST | $5,998 | $1,966 |
| TWO HARBORS INVESTMENT CORP | $28,512 | $6,087 |
| GAS LOG PARTNERS | $42,236 | $50,360 |
| WELLS FARGO CO DEP SH PFD CL A | $100,000 | $79,760 |
| GS 9.45% WORSTOF CONTINGENT DAILY CALLABLE | $100,000 | $104,320 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAINSTAY CBRE MEGATRENDS FD | AT COST | $50,000 | $32,450 |
| WESTERN ASSET DIVERSIFIED INCM | AT COST | $100,000 | $70,500 |
| WESTERN AST INS US TSY | AT COST | $81,861 | $81,861 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTERPRISE PARTNERSHIP TAX BASIS ADJUSTMENT | $1,980 |
| TIMING DIFFERENCE | $211 |
| NON-DIVIDEND DISTRIBUTION | $265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IL ANNUAL FILING FEE | $15 | $15 | $15 | $0 |
| POST OFFICE BOX RENTAL | $332 | $332 | $332 | $0 |
| POSTAGE | $43 | $43 | $43 | $0 |
| MISC | $4 | $4 | $4 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX PD WITH 2021 FORM 990-PF | $638 | $0 | $638 | $0 |
| 2023 ESTIMATE | $640 | $0 | $640 | $0 |
| FGN TAX | $204 | $204 | $204 | $0 |
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