WOODS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WOODS FOUNDATION (EIN 36-4196899)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349100014
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T06:39:09-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371188139PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JM Abbott & Associates LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1207 S McLean StAddressLine1Txt
CityLincolnCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364196899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WOODS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone2177351234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1306 CLINTON STAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID L GOLWITZERPersonNm
Person TitleSEC./TREAS.PersonTitleTxt
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVID LPersonFirstNm
Person LastGOLWITZERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonClayton GeorgeCPAPreparerPersonNm
PTINP00052565PTIN
Phone2177351576PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,177,081FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,611InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,611InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,611InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$308,098DividendsRevAndExpnssAmt
Dividends Net Invst Incm$308,098DividendsNetInvstIncmAmt
Dividends Adj Net Incm$308,098DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$122,174GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$122,174GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$122,174GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$111,294NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$253,700NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,060,292GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$253,700CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$689,583TotalRevAndExpnssAmt
Total Net Invst Incm$689,583TotalNetInvstIncmAmt
Total Adj Net Incm$435,883TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$34,200CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$7,800OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$7,800OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,585LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,877AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$54,658OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,658OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$24,094TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,404TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,213TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,346OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,880OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,630OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$143,360TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,742TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$755,787ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$755,787ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$899,147TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,742TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$802,630TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$209,564ExcessRevenueOverExpensesAmt
Net Investment Income$609,841NetInvestmentIncomeAmt
Adjusted Net Income$435,883AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$587,458SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$698,969SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$698,969SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$9,323PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,523PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,523PrepaidExpensesEOYFMVAmt
Other Investments BOY$15,288,693OtherInvestmentsBOYAmt
Other Investments EOY$14,960,967OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,472,589OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,885,474TotalAssetsBOYAmt
Total Assets EOY$15,665,459TotalAssetsEOYAmt
Total Assets EOYFMV$17,177,081TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,873,497NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,653,482NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$11,977DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$11,977DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,885,474TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,665,459TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,885,474TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,665,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,885,474TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$209,564ExcessRevenueOverExpensesAmt
Subtotal$15,675,910SubtotalAmt
Other Decreases$10,451OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,665,459TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2023-01-01SoldDt
Gross Sales Price$1,060,292GrossSalesPriceAmt
Cost Or Other Basis$806,592CostOrOtherBasisAmt
Gain Or Loss$253,700GainOrLossAmt
Gains Minus Excess Or Losses$253,700GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$253,700CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,477InvestmentIncomeExciseTaxAmt
Subtotal$8,477SubtotalAmt
Tax Based On Investment Income$8,477TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,000TotalPaymentsAndCreditsAmt
Overpayment$5,523OverpaymentAmt
Applied To ES Tax$5,523AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM B BATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2177351234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1306 CLINTON STREETAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM B BATES
306 Clinton StLincolnIL62656President3.00$12,000
WILLIAM B BATES JR
306 CLINTON STLINCOLNIL62656Director3.00$12,000
DAVID L GOLWITZER
2201 Woodlawn Rd Suite 600LincolnIL62656SEC./TREAS.3.00$0
CHRISTOPHER L GOLWITZER
1121 E OLIVE STBLOOMINGTONIL61701Director3.00$12,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,388,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$394,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,045,334FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,828,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,828,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$252,423CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,575,776NetVlNoncharitableAssetsAmt
Minimum Investment Return$828,789MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$828,789MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,477TaxBasedOnInvestmentIncomeAmt
Total Tax$8,477TotalTaxAmt
Distributable Before Adj$820,312DistributableBeforeAdjAmt
Distributable Before Ded$820,312DistributableBeforeDedAmt
Distributable As Adjusted$820,312DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$802,630ExpensesAndContributionsAmt
Qualifying Distributions$802,630QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$820,312DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$31,948ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$39,998ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,946TotalExcessDistributionCyovAmt
Qualifying Distributions$802,630QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$802,630AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$17,682ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,682ExcessDistributionCyovAppCYAmt
Total Corpus$54,264TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$54,264ExcessDistriCyovToNextYrAmt
Excess From Year4$14,266ExcessFromYear4Amt
Excess From Year1$39,998ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE WOODS FOUNDATION
306 CLINTON STLINCOLNIL626562177351234COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION.NONENONE
THE ADI EDUCATION CENTER
305 N KICKAPOO STLINCOLNIL626562177326462NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER.MARCH 1BASED ON FINANCIAL NEED,ACADEMIC ACHIEVEMENT, AND FAMILY ISSUES OR CIRCUMSTANCES THAT CAUSE AN OBSTACLE IN LIFE AND FUTURE CHANCE OF BEING ABLE TO ATTEND COLLEGE.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LincolnLogan Food Pantry
PO BOX 773LINCOLNIL62656NONEPCUnrestricted$11,000
IL VALLEY PUBLIC TELECOM CORP WTVP
101 STATE STREETPEORIAIL61602NONEPCUnrestricted$5,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 West Green StUrbanaIL61801NONEPCUnrestricted$5,000
ST CLARAS MANOR INC
200 FIFTH STREETLINCOLNIL62656NONEPCNEW NURSING HOME & UNRESTRICTED$5,000
GIRL SCOUTS OF CENTRAL IL COUNCIL
3 WESTPORT COURTBLOOMINGTONIL61704NONEPCUNRESTRICTED$5,000
TIMBER POINTE CHARITABLE FOUNDATION
PO BOX 233BLOOMINGTONIL61701NONEPCRENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS$260,000
ACADEMIC DEVELOPMENT INSTITUTE
121 N KICKAPOO STLINCOLNIL62656NONEPCSCHOLARSHIP PROGRAM$134,713
LINCOLN ELEMENTARY SCHOOL DIST #27
304 EIGHTH STREETLINCOLNIL62656NONEPCLOGAN COUNTY 5TH GRADE FIELD TRIP$38,672
MT PULASKI CUSD #23
119 NORTH GARDEN STREETMT PULASKIIL62548NONEPCTECHNOLOGY GRANT$2,850
ZION LUTHERAN SCHOOL
203 SOUTH VINE STMT PULASKIIL62548NONEPCTECHNOLOGY GRANT$1,078
LINCOLNLAND COMMUNITY COLLEGE
PO BOX 19256SPRINGFIELDIL62794NONEGOVSCHOLARSHIPS$173
SOUTHERN IL UNIVERSITY
PO BOX 1042EDWARDSVILLEIL62026NONEGOVSCHOLARSHIPS$12,364
WESTERN IL UNIVERSITY
1 UNIVERSITY CIRCLEMACOMBIL61455NONEGOVCOLLEGE SCHOLARSHIPS$4,419
HUMANE SOCIETY OF LOGAN COUNTY
1801 E LINCOLN PARKWAYLINCOLNIL62656NONEPCUNRESTRICTED$5,000
SENIOR CITIZENS OF LOGAN COUNTY INC
2810 WOODLAWN RDLINCOLNIL62656NONEPCUNRESTRICTED$5,000
LAND OF LINCOLN HONOR FLIGHT
57 COUNTRY PLACESPRINGFIELDIL62703NONEPCUNRESTRICTED$5,000
ABRAHAM LINCOLN HEALTHCARE FOUNDATION
200 STAHLHUT DRIVELINCOLNIL62656NONEPC10,000 UNRESTRICTED50,000 FOR RESTROOMS AT HEALTHY MARKET ON FAIRGROUNDS$10,000
ILLINOIS STATE UNIVERSITY
CAMPUS BOX 1210NORMALIL61790NONEGOVCOLLEGE SCHOLARSHIPS$8,533
MILLIKIN UNIVERSITY
1184 W MAIN STDECATURIL62522NONEPCCOLLEGE SCHOLARSHIP$600
UNIVERSITY OF ILLINOIS
PO BOX 19455SPRINGFIELDIL62794NONEPCCOLLEGE SCHOLARSHIPS$5,200
COMMUNITY ACTION PARTNERSHIP CENTRAL IL
1800 FIFTH STREETLINCOLNIL62656NONEPCMEALS ON WHEELS EQUIPMENT$22,000
HABITAT FOR HUMANITY
PO BOX 714LINCOLNIL62656NONEPCUNRESTRICTED$5,000
MT PULASKI HISTORIC COURTHOUSE FOUNDATI
113 S WASHINGTON STMT PULASKIIL62548NONEPCCOURTHOUSE REPAIRS$10,000
THE V FOUNDATION
14600 WESTON PARKWAYCARYNC27513NONEPCCANCER RESEARCH$10,000
EASTERN ILLINOIS UNIVERSITY
600 LINCOLN AVECHARLESTONIL61920NONEGOVCOLLEGE SCHOLARSHIPS$7,116
ILLINOIS COLLEGE
1101 WEST COLLEGE AVEJACKSONVILLEIL62650NONEPCCOLLEGE SCHOLARSHIPS$7,424
AUGUSTANA COLLEGE
829 38TH STROCK ISLANDIL61201NONEPCCOLLEGE SCHOLARSHIP$20,912
CENTRAL ILLINOIS VETERANS CENTER
120 S MCLEANLINCOLNIL62656NONENCHOMES FOR VETERANS$50,000
BELMONT UNIVERSITY
1900 BELMONT BLVDNASHVILLETN37212NONEPCSCHOOL SCHOLARSHIPS$17,233
WYOMING TECH
1889 VENTURE DRLARAMIEWY82070NONEPCSCHOLARSHIP$14,500
ILLINI CENTRAL SCHOOL DISTRICT
208 NORTH WEST AVENUEMASON CITYIL62664NONEPCEDUCATION$8,000
HOLY FAMILY FOOD PANTRY
316 S LOGAN STLINCOLNIL62656NONEPCFOOD PANTRY$3,000
LIVING WELL UNITED
209 W WASHINGTON STLEROYIL61752NONEPCSENIOR SERVICES$6,000
REFUGE RANCH
9350 CASCADE ROADROCHESTERIL62563NONEPCWOMEN & CHILDREN CARE$25,000
ST JUDES CHILDREN'S RESEARCH HOSPIT
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCCANCER RESEARCH$10,000
UNITED WAY OF LOGAN COUNTY
120 S MCLEAN STLINCOLNIL62656NONEPCCOMMUNITY SERVICES$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$755,787TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,611ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$308,098ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$111,294ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$253,700RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$425,003ExclusionAmt
Related Or Exempt Function Incm$253,700RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$678,703TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$4,877Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
38.693 ACRES LANDFMV$512,734$373,834
240 ACRES CHAMPAIGN CO FARMLANDFMV$1,116,000$2,184,000
51.98 ACRES LOGAN CO FARMLANDFMV$236,500$487,500
MUTUAL FUNDS WITH SCHWABAT COST$3,118,306$3,730,827
FIDELITY MUTUAL FUNDSAT COST$9,962,340$9,682,831
FIDELITY MUTUAL FUNDS - HISTORICAL SOAT COST$15,087$13,597

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$1,585LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENT TO STOCK BASISDesc
Amt$10,451Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$18
ENDOWMENT SOFTWARE$1,630$1,630
FILING FEES$25
INSURANCE$1,793
Rental Expenses$10,880$10,880

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$54,658Amt
Net Investment Income$54,658NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF EXCISE TAX$8,477
FOREIGN TAX$12,266$12,266
PAYROLL TAXES$3,351$138$3,213

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.