WOODS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202501279349103040
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T14:08:09-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371188139 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM Abbott & Associates Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 S McLean St | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364196899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2177351234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON ST | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L GOLWITZER | PersonNm |
| Person Title | SEC./TREAS. | PersonTitleTxt |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew M Fitzpatrick CPA | PreparerPersonNm |
| PTIN | P01260096 | PTIN |
| Phone | 2177351576 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,385,329 | 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 | $19,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,036 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,036 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $441,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,926 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $441,926 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $104,068 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $104,068 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $104,068 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $92,347 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $465,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,430,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $465,082 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,030,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,030,112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $565,030 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,793 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,675 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,485 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,561 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,474 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $354 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $769,296 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $769,296 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $919,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $816,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $951,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $565,030 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $698,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $514,875 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $514,874 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,523 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $14,960,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,260,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,870,455 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,665,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,775,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,385,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,653,482 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,763,879 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,977 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,977 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,665,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,665,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,775,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,665,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,775,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,856 | 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 |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB STOCK SALES | P | 2001-01-01 | 2024-01-01 | $475,826 | $399,509 | $76,317 | $76,317 |
| LONG TERM CAPITAL GAIN DIST | P | 2001-01-01 | 2024-12-15 | $311,668 | $311,668 | $311,668 | |
| FIDELITY INVESTMENTS | P | 2001-01-01 | 2024-01-01 | $643,100 | $566,005 | $77,095 | $77,095 |
| 2.063 SUSTAINABLE EQUITY FUND CLASS S | P | 2015-08-06 | 2024-07-10 | $100 | $98 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $465,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,226 | SubtotalAmt |
| Tax Based On Investment Income | $13,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,226 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2177351234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM B BATES | ||||||
| 306 Clinton St | Lincoln | IL | 62656 | President | 3.00 | $12,000 |
| WILLIAM B BATES JR | ||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | Director | 3.00 | $12,000 |
| DAVID L GOLWITZER | ||||||
| 2201 Woodlawn Rd Suite 600 | Lincoln | IL | 62656 | SEC./TREAS. | 3.00 | $0 |
| CHRISTOPHER L GOLWITZER | ||||||
| 1121 E OLIVE ST | BLOOMINGTON | IL | 61701 | Director | 3.00 | $12,000 |
| CHRISTY CROSS | ||||||
| 1524 FOREST HILLS ROAD | LINCOLN | IL | 62656 | Director | 3.00 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,925,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $456,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,045,334 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,427,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,427,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $261,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,165,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $858,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $858,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,226 | TotalTaxAmt |
| Distributable Before Adj | $845,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $845,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $845,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $816,470 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $816,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $845,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $39,998 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $54,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $816,470 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $816,470 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $28,586 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,586 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,678 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,678 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE WOODS FOUNDATION | |||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | 2177351234 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE |
| THE ADI EDUCATION CENTER | |||||||
| 305 N KICKAPOO ST | LINCOLN | IL | 62656 | 2177326462 | NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER. | MARCH 1 | BASED 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| PO BOX 773 | LINCOLN | IL | 62656 | NONE | PC | Unrestricted | $5,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 101 STATE STREET | PEORIA | IL | 61602 | NONE | PC | Unrestricted | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 West Green St | Urbana | IL | 61801 | NONE | PC | Unrestricted | $5,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME & UNRESTRICTED | $5,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | NONE | PC | UNRESTRICTED | $5,000 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| PO BOX 233 | BLOOMINGTON | IL | 61701 | NONE | PC | RENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS | $60,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $122,178 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | PC | LOGAN COUNTY 5TH GRADE FIELD TRIP | $34,051 |
| SOUTHERN IL UNIVERSITY | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $32,724 |
| UNIV OF IL SPRINGFIELD | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | SCHOLARSHIPS | $946 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | COLLEGE SCHOLARSHIPS | $4,581 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR CITIZENS OF LOGAN COUNTY INC | |||||||
| 2810 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $5,000 |
| LINCOLN MEMORIAL FOUNDATION | |||||||
| 200 STAHLHUT DRIVE | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | COLLEGE SCHOLARSHIPS | $19,755 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| THE V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | CANCER RESEARCH | $10,000 |
| ILLINOIS COLLEGE | |||||||
| 1101 WEST COLLEGE AVE | JACKSONVILLE | IL | 62650 | NONE | PC | COLLEGE SCHOLARSHIPS | $15,914 |
| AUGUSTANA COLLEGE | |||||||
| 829 38TH ST | ROCK ISLAND | IL | 61201 | NONE | PC | COLLEGE SCHOLARSHIP | $4,700 |
| LINCOLN ECONOMIC ADVANCEMENT DEVELO | |||||||
| PO BOX 235 | LINCOLN | IL | 62656 | NONE | NC | UNRESTRICTED. | $50,000 |
| CENTRAL ILLINOIS VETERANS CENTER | |||||||
| 120 S MCLEAN | LINCOLN | IL | 62656 | NONE | NC | HOMES FOR VETERANS | $50,000 |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | SCHOOL SCHOLARSHIPS | $18,615 |
| GFWC LINCOLN WOMEN'S CLUB | |||||||
| 230 N MCLEAN ST | LINCOLN | IL | 62656 | NONE | PC | COMMUNITY DEVELOPMENT | $15,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPIT | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CANCER RESEARCH | $10,000 |
| REGIONAL HOUSING SUPPORTIVE SERVICE | |||||||
| 200 5TH ST | LINCOLN | IL | 62656 | NONE | PC | HOUSING | $50,000 |
| OSF HEALTHCARE SYSTEM | |||||||
| 124 SW ADAMS ST | PEORIA | IL | 61602 | NONE | PC | CANCER RESEARCH | $200,000 |
| KNOX COLLEGE | |||||||
| 2 E SOUTH ST | GALESBURG | IL | 61401 | NONE | PC | EDUCATION | $3,001 |
| MONMOUTH COLLEGE | |||||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | NONE | PC | EDUCATION | $12,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $769,296 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,036 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,926 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $92,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $465,082 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $553,309 | ExclusionAmt |
| Related Or Exempt Function Incm | $465,082 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,018,391 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 38.693 ACRES LAND | FMV | $512,734 | $424,000 |
| 240 ACRES CHAMPAIGN CO FARMLAND | FMV | $1,116,000 | $2,184,000 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | $236,500 | $487,500 |
| MUTUAL FUNDS WITH SCHWAB | AT COST | $3,098,687 | $3,832,822 |
| FIDELITY MUTUAL FUNDS | AT COST | $10,280,972 | $9,927,571 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $16,088 | $14,562 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,793 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK FEES | $25 | ||
| ENDOWMENT SOFTWARE | $1,700 | $1,700 | |
| FILING FEES | $25 | ||
| INSURANCE | $1,806 | ||
| Rental Expenses | $11,721 | $11,721 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,485 | Amt |
| Net Investment Income | $56,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $12,000 | ||
| FOREIGN TAX | $8,378 | $8,378 | |
| PAYROLL TAXES | $3,657 | $183 | $3,474 |
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