LEVI RAY & SHOUP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEVI RAY & SHOUP FOUNDATION (EIN 32-6007063)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-12-16
- IRS object ID
- 202403519349100105
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-16T09:23:49-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3051 HOLLIS DRIVE 3RD FLOOR | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326007063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 2177933800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN M LEVI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2177933800 | PhoneNum |
| Signature | 2024-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GORISZEWSKI CPA | PreparerPersonNm |
| PTIN | P01457418 | PTIN |
| Phone | 2177933363 | PhoneNum |
| Preparation | 2024-12-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,654,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,679 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,679 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23,679 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $656,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $656,535 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $656,535 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$371,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $635,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,309,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $680,214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $680,214 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,068,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,068,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,103,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,068,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $680,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $680,214 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,520,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $983,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $983,107 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $230,652 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,750,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,962,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,135,699 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,064,653 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,661,570 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,370,599 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,165,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,165,116 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,565,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,771,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,654,521 | 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 | $19,565,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,771,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,565,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,771,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,565,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,771,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,565,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,771,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,771,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AT & T - 552 SHARES | 2023-02-08 | 2023-10-26 | $8,539 | $10,846 | -$2,307 | -$2,307 |
| AT & T - 643 SHARES | 2023-05-02 | 2023-10-26 | $9,946 | $11,018 | -$1,072 | -$1,072 |
| AT & T - 580 SHARES | 2022-11-03 | 2023-10-26 | $8,972 | $10,711 | -$1,739 | -$1,739 |
| AT & T - 781 SHARES | 2023-08-03 | 2023-10-26 | $12,081 | $11,238 | $843 | $843 |
| AT & T - 509 SHARES | 2019-03-05 | 2023-10-26 | $7,874 | $11,236 | -$3,362 | -$3,362 |
| AT & T - 501 SHARES | 2019-06-24 | 2023-10-26 | $7,750 | $11,567 | -$3,817 | -$3,817 |
| AT & T - 459 SHARES | 2019-08-15 | 2023-10-26 | $7,100 | $12,150 | -$5,050 | -$5,050 |
| AT & T - 416 SHARES | 2019-11-20 | 2023-10-26 | $6,435 | $12,713 | -$6,278 | -$6,278 |
| AT & T - 443 SHARES | 2020-02-21 | 2023-10-26 | $6,853 | $13,042 | -$6,189 | -$6,189 |
| AT & T - 30,000 SHARES | 2016-01-12 | 2023-10-26 | $464,066 | $777,200 | -$313,134 | -$313,134 |
| AT & T - 544 SHARES | 2020-06-03 | 2023-10-26 | $8,415 | $12,456 | -$4,041 | -$4,041 |
| AT & T - 564 SHARES | 2020-08-14 | 2023-10-26 | $8,724 | $12,667 | -$3,943 | -$3,943 |
| AT & T - 626 SHARES | 2020-11-05 | 2023-10-26 | $9,684 | $12,510 | -$2,826 | -$2,826 |
| AT & T - 612 SHARES | 2021-02-08 | 2023-10-26 | $9,467 | $12,959 | -$3,492 | -$3,492 |
| AT & T - 566 SHARES | 2021-05-06 | 2023-10-26 | $8,755 | $13,636 | -$4,881 | -$4,881 |
| AT & T - 652 SHARES | 2021-08-02 | 2023-10-26 | $10,086 | $13,251 | -$3,165 | -$3,165 |
| AT & T - 731 SHARES | 2021-11-03 | 2023-10-26 | $11,308 | $12,971 | -$1,663 | -$1,663 |
| AT & T - 778 SHARES | 2022-02-03 | 2023-10-26 | $12,035 | $13,048 | -$1,013 | -$1,013 |
| AT & T - 539 SHARES | 2022-05-04 | 2023-10-26 | $8,338 | $10,376 | -$2,038 | -$2,038 |
| AT & T - 562 SHARES | 2022-08-01 | 2023-10-26 | $8,694 | $10,543 | -$1,849 | -$1,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$371,016 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,275 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,738 | 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 | $8,738 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $717 | 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 | 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 | Yes (1) | 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 | MIKE GORISZEWSKI | IndividualWithBooksNm |
| Phone | 2177933800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627041439 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H LEVI | ||||||||
| 2401 WEST MONROE ST | SPRINGFIELD | IL | 62704 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AGNES E LEVI | ||||||||
| 4601 GULF SHORE BLVD N PH2 | NAPLES | FL | 34103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDSAY M LEVI | ||||||||
| 1708 JOSEPHINE PLACE | SPRINGFIELD | IL | 62704 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN M LEVI | ||||||||
| 1640 ILLINI ROAD | SPRINGFIELD | IL | 62704 | TRUSTEE | 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 | $21,138,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $734,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,872,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,872,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,544,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,077,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,077,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,455 | TotalTaxAmt |
| Distributable Before Adj | $1,067,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,068,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,068,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,059,353 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,068,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,059,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,372 | 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 | $1,058,392 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAHAM LINCOLN COUNCIL OF BOY SCOUTS | ||||||
| 5231 SOUTH 6TH STREET ROAD | SPRINGFIELD | IL | 62703 | UNRELATED | TO PROVIDE YOUNG PEOPLE WITH AN APPRECIATION OF THE OUTDOORS THROUGH PROGRAMS THAT TEACH LEADERSHIP, COMMUNITY SERVICE AND PROVIDE OUTDOOR ADVENTURE. | $5,000 |
| ABRAHAM LINCOLN MEMORIAL GARDEN FOUNDATION | ||||||
| 2301 EAST LAKE SHORE DRIVE | SPRINGFIELD | IL | 62712 | UNRELATED | CONTRIBUTION USED FOR WEBSITE REDESIGN AND SPONSORHIP OF THE ANNUAL FALL FESTIVAL | $25,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 8430 W BRYN MAWR AVE SUITE 800 | CHICAGO | IL | 60631 | UNRELATED | TO SUPPORT ORGANIZATION IN ITS EFFORTS TO FIGHT ALZHEIMERS. | $1,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 2700 PEACHTREE STREET NW STE 1300 | ATLANTA | GA | 30303 | UNRELATED | TO ASSIST ORGANIZATION WITH IMPROVING THE LIVES OF PEOPLE WITH CANCER THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT. | $2,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | UNRELATED | TO ASSIST ORGANIZATION IN ITS EFFORTS TO PREVENT SUICIDE | $1,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | UNRELATED | TO SUPPORT THE CURE FOR HEART DISEASE AND STROKE | $500 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 2501 CHATHAM ROAD STE 200 | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST THOSE AFFECTED BY LUNG DISEASE IN THE UNITED STATES | $5,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRELATED | TO SUPPORT THE AGENCY'S DISASTER RELIEF EFFORTS | $5,000 |
| AMIGOS EN CRISTO MINISTRIES | ||||||
| PO BOX 1225 | SPRINGFIELD | IL | 62705 | UNRELATED | SUPPORT ORGANIZATION'S MISSION PROGRAMS IN JUAREZ, MEXICO | $5,000 |
| ANIMAL PROTECTIVE LEAGUE | ||||||
| 1001 TAINTOR ROAD | SPRINGFIELD | IL | 62702 | UNRELATED | TO ASSIST ORGANIZATION IN ITS PROTECTION OF DOMESTIC ANIMALS | $3,500 |
| BEAT THE STREETS CHICAGO | ||||||
| 5985 ARCHER AVENUE | CHICAGO | IL | 60638 | UNRELATED | SUPPORT ORGANIZATION'S MISSION TO PROVIDE QUALITY, ACCESSIBLE AND TRANSFORMATIVE WRESTLING PROGRAMS TO CHICAGO YOUTH. | $25,000 |
| BIG BROTHER BIG SISTER | ||||||
| 310 WEST WILLIAM STREET | DECATUR | IL | 62522 | UNRELATED | TO SUPPORT ORGANIZATION IN SERVING KIDS IN NEED OF A POSITIVE ROLE MODEL. | $5,650 |
| BLESSED SACRAMENT SCHOOL | ||||||
| 1725 SOUTH WALNUT | SPRINGFIELD | IL | 62704 | UNRELATED | TO IMPROVE THE EDUCATION OF YOUTH ATTENDING BLESSED SACRAMENT SCHOOL | $3,000 |
| BOYS & GIRLS CLUB OF CENTRAL ILLINOIS | ||||||
| 300 S 15TH STREET | SPRINGFIELD | IL | 62708 | UNRELATED | ASSIST ORGANIZATION IN ITS PROGRAMS TO ENABLE YOUNG PEOPLE TO ACQUIRE SKILLS AND QUALITIES NEEDED TO BECOME RESPONSIBLE CITIZENS AND LEADERS | $50,000 |
| CADDYSHACK OPEN | ||||||
| PO BOX 19301 | SPRINGFIELD | IL | 62794 | UNRELATED | TO SUPPORT COMPASSIONATE CARE PROGRAMS THAT HELP PATIENTS AND FAMILIES AS WELL AS TO ADVANCE MEDICAL RESEARCH. | $375 |
| CAPITAL AREA CAREER CENTER | ||||||
| 2201 TORONTO ROAD | SPRINGFIELD | IL | 62712 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING VARIOUS CAREER OPTIONS TO STUDENTS, AND INCREASE THEIR EMPLOYMENT OPPORTUNITIES THROUGH TECHNICAL AND WORKPLACE SKILL DEVELOPMENT. | $2,000 |
| CARLINVILLE AMERICAN LEGION | ||||||
| PO BOX 554 | CARLINVILLE | IL | 62626 | UNRELATED | TO ASSIST ORGANIZATION IN ITS EFFORTS TO HELP VETERANS | $10,000 |
| CHILDREN'S MIRACLE NETWORK | ||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | UNRELATED | TO ASSIST ORGANIZATION IN HELPING SICK AND INJURED CHILDREN | $3,000 |
| CHRIST THE KING | ||||||
| 1930 BARBERRY DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO ADVANCE THE LEARNING OF THOSE ATTENDING CHRIST THE KING SCHOOL. | $6,000 |
| CHRISTIAN COUNTY CEO INC | ||||||
| 108 W MARKET ST STE 2 | TAYLORVILLE | IL | 62568 | UNRELATED | TO BUILD HIGH SCHOOL STUDENTS ENTREPRENEURIAL ABILITIES WHILE ADVANCING THEIR BUSINESS, FINANCE AND COMMUNICATION SKILLS. | $1,000 |
| COMPASS FOR KIDS | ||||||
| 1201 S 4TH STREET | SPRINGFIELD | IL | 62703 | UNRELATED | TO CHANGE THE LIVES OF UNDERSERVED CHILDREN IN SPRINGFIELD PUBLIC SCHOOLS. | $20,000 |
| CRIME STOPPERS OF SANGAMON & MENARD COUNTIES | ||||||
| PO BOX 1059 | SPRINGFIELD | IL | 62705 | UNRELATED | TO ASSIST LAW ENFORCEMENT IN THE APPREHENSION AND CONVICTION OF CRIMINALS THROUGH MAKING FUNDS AVAILABLE FOR USE AS REWARDS IN CONNECTION THEREWITH. | $1,000 |
| DANA THOMAS HOUSE FOUNDATION | ||||||
| PO BOX 7123 | SPRINGFIELD | IL | 62791 | UNRELATED | TO SUPPORT ORGANIZATION'S EFFORTS TO PROMOTE, PRESERVE AND PROTECT THE FRANK LLOYD WRIGHT DESIGNED DANA THOMAS HOUSE. | $5,000 |
| DAVID LAWRENCE CENTERS FOR BEHAVIORAL HEALTH | ||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | UNRELATED | TO HELP INSPIRE AND CREATE LIFE-CHANGING AND LIFE-SAVING WELLNESS FOR EVERY INDIVIDUAL THROUGH DLC'S INNOVATIVE AND COMPREHENSIVE INPATIENT, OUTPATIENT, RESIDENTIAL AND COMMUNITY-BASED PREVENTION AND TREATMENT PROGRAMS. | $25,000 |
| DING DARLING WILDLIFE SOCIETY | ||||||
| 1 WILDLIFE DRIVE | SANIBEL | FL | 33957 | UNRELATED | TO CONSERVE AND PROTECT THE J.N. "DING" DARLING NATIONAL WILDLIFE REFUGE | $7,500 |
| DISTRESS BANDANNA TEEN DRIVER SAFETY INITIATIVE INC | ||||||
| 10575 BELL FOUNTAIN ROAD | DAWSON | IL | 62520 | UNRELATED | TO SUPPORT ORGANIZATION IN PROMOTING AWARENESS OF TEEN DRIVER SAFETY THROUGH EDUCATIONAL OUTREACH INITIATIVES. | $1,000 |
| DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION INC | ||||||
| POBOX 5568 | SPRINGFIELD | IL | 62705 | UNRELATED | TO SUPPORT, ENHANCE, PROMOTE AND PRESERVE THE HISTORIC, ARCHITECTURAL, ARTISTIC AND CULTURAL HERITAGE OF THE CITY OF SPRINGFIELD AND THE HOMETOWN AREA OF ABRAHAM LINCOLN. | $5,000 |
| EASTERN ILLINOIS UNIVERSITY FOUNDATION | ||||||
| 600 LINCOLN DRIVE | CHARLESTON | IL | 61920 | UNRELATED | TO HELP ORGANIZATION IMPROVE THE EDUCATION OF THOSE ATTENDING EASTERN ILLINOIS UNIVERSITY | $100,000 |
| FELLOWSHIP OF CHRISTIAN UNIVERSTIY STUDENTS (FOCUS) | ||||||
| PO BOX 462171 | GARLAND | TX | 75046 | UNRELATED | TO SUPPORT ORGANIZATION'S VISION TO PLANT VIBRANT, INTELLECTUAL, OUTREACHING, JESUS-LOVING COMMUNITIES IN THE DALLA FORT WORTH AREA. | $500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 321 S 7TH STREET | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST WITH TECHNOLOGY UPGRADE | $27,000 |
| FREEDOM WATERS FOUNDATION | ||||||
| 895 10TH STREET S STE 302-F | NAPLES | FL | 34102 | UNRELATED | TO HELP CHILDREN AND ADULTS WITH LIFE THREATENING ILLNESSES/DISABILITIES/YOUTH AT RISK AND THEIR FAMILIES SMILE, RELAX AND ENJOY THE FREEDOM FROM THEIR DAY-TO-DAY CONCERNS, OUT ON THE WATER. | $25,000 |
| FREINDS OF THE SANGAMON COUNTY CHILD ADVOCACY CENTER | ||||||
| 1101 EAST MONROE | SPRINGFIELD | IL | 62703 | UNRELATED | TO PROVIDE SAFE, CHILD FOCUSED SETTING FOR INVESTIGATIONS OF CHILD ABUSE, ENSURE VICTIMS AND THEIR FAMILIES RECEIVE QUALITY SERVICES, AND RAISE AWARENESS IN THE COMMUNITY TO COMBAT CHILD ABUSE. | $500 |
| FRIEND IN DEED | ||||||
| PO BOX 15 | SPRINGFIELD | IL | 62705 | UNRELATED | TO HELP SPRINGFIELD AREA RESIDENTS THAT ARE IN NEED DURING THE HOLIDAY SEASON. | $10,000 |
| FRIENDS OF BAREFOOT BEACH PRESERVE INC | ||||||
| PO BOX 564 | BONITA SPRINGS | FL | 34133 | UNRELATED | TO SUPPORT THE BAREFOOT BEACH PRESERVE. | $3,500 |
| FRIENDS OF FOSTER CHILDREN FOREVER INC | ||||||
| 3050 HORSHOE DR N 260 | NAPLES | FL | 34104 | UNRELATED | TO ALLOW SERVED FOSTER CHILDREN TO REACH THEIR FULL POTENTIAL. | $25,000 |
| FRIENDS OF LOVERS KEY INC | ||||||
| 8700 ESTERO BLVD | FORT MYERS BEACH | FL | 33931 | UNRELATED | TO HELP PROTECT, PRESERVE AND SUPPORT LOVERS KEY STATE PARK | $3,500 |
| GEORGES MALAIKA FOUNDATION | ||||||
| 244 FIFTH AVENUE STE N225 | NEW YORK | NY | 10001 | UNRELATED | TO EDUCATE YOUNG AFRICAN GIRLS IN THE DEMOCRATIC REPUBLIC OF CONGO | $10,000 |
| GIRL SCOUTS OF CENTRAL ILLINOIS | ||||||
| 3020 BAKER DRIVE | SPRINGFIELD | IL | 62703 | UNRELATED | TO ASSIST IN BUILDING GIRLS OF COURAGE, CONFIDENCE AND CHARACTER WHO MAKE THE WORLD A BETTER PLACE. | $5,000 |
| GIRLS ON THE RUN OF CENTRAL ILLINOIS | ||||||
| 907 CLOCKTOWER DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST ORGANIZATION IN HELPING GIRLS ENHANCE THEIR SOCIAL, EMOTIONAL AND PHYSICAL SKILLS AND BEHAVIORS TO SUCCESSFULLY NAVIGATE LIFE EXPERIENCES | $2,500 |
| GLENWOOD HIGH SCHOOL | ||||||
| 1501 E PLUMMER BLVD | CHATHAM | IL | 62629 | UNRELATED | TO SUPPORT THE GLENWOOD HIGH SCHOOL SHOW CHOIR | $2,500 |
| HABITAT FOR HUMANITY OF COLLIER COUNTY | ||||||
| 11145 TAMIAMI TRAIL EAST | NAPLES | FL | 34113 | UNRELATED | TO PROVIDE AFFORDABLE HOUSING TO THOSE IN THE COLLIER COUNTY AREA. | $25,000 |
| HEARTLAND HOUSED | ||||||
| 217 E MONROE ST | SPRINGFIELD | IL | 62701 | UNRELATED | TO ASSIST THOSE THAT ARE HOMELESS | $15,000 |
| HOPE SCHOOL FOUNDATION | ||||||
| 15 EAST HAZEL DELL LANE | SPRINGFIELD | IL | 62703 | UNRELATED | PROVIDE CARE TO CHILDREN AND YOUNG ADULTS HAVING MULTIPLE DISABILITIES | $6,000 |
| ILLINOIS STEWARDSHIP ALLIANCE | ||||||
| 230 BROADWAY SUITE 200 | SPRINGFIELD | IL | 62701 | UNRELATED | ASSIST ORGANIZATION IN ITS MISSION TO CULTIVATE LOCAL FOOD AND FARM SYSTEM THAT IS ECONOMICALLY VIABLE, SOCIALLY JUST AND ENVIRONMENTALLY SUSTAINABLE. | $2,500 |
| ILLINOIS WOMEN IN LEADERSHIP | ||||||
| PO BOX 5612 | SPRINGFIELD | IL | 627055612 | UNRELATED | TO SUPPORT ORGANIZATION'S EFFORTS TO EMPOWER ALL WOMEN, PROMOTE PROFESSIONALISM AND DEVELOP LEADERSHIP ABILITIES THROUGH PURPOSEFUL INCLUSION, EDUCATION, MENTORING, NETWORKING AND COMMUNITY INVOLVEMENT. | $2,000 |
| INNER CITY COMPUTER STARS | ||||||
| 415 N DEARBORN STE 300 | CHICAGO | IL | 60654 | UNRELATED | TO PROVIDE INNER-CITY YOUNG ADULTS WITH LEADERSHIP TRAINING | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||
| 3600 WILSHIRE BLVD 1810 | LOS ANGELES | CA | 90010 | UNRELATED | TO SUPPORT DOCUMENTARY FILMMAKING WORLDWIDE. | $3,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL ILLINOIS | ||||||
| 508 HIGH POINT LANE | EAST PEORIA | IL | 61611 | UNRELATED | TO PROVIDE YOUNG PEOPLE WITH THE REAL-WORLD SKILLS THEY WANT AND NEED, LIKE HOW TO MANAGE MONEY, HOW TO PREPARE FOR A CAREER AND HOW TO OPEN AND RUN A BUSINESS. | $2,500 |
| KIDZEUM | ||||||
| 412 EAST ADAMS | SPRINGFIELD | IL | 62701 | UNRELATED | TO ASSIST ORGANIZATION IN ITS MISSION TO SERVE AS A PLACE OF LEARNING AND DISCOVERY THROUGH PLAY FOR CHILDREN OF ALL ABILITIES | $25,000 |
| LEE HEALTH FOUNDATION | ||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | UNRELATED | TO PROVIDE ENHANCED LEVEL OF CARE TO THOSE IN THE LEE COUNTY COMMUNITY. | $1,500 |
| LINCOLN LAND COMMUNITY COLLEGE FOUNDATION | ||||||
| 5250 SHEPHERD ROAD | SPRINGFIELD | IL | 62794 | UNRELATED | TO ASSIST ORGANIZATION IN SERVING THE STUDENTS OF LINCOLN LAND COMMUNITY COLLEGE | $1,000 |
| LINDSAY PARENT TEACHER ORGANIZATION | ||||||
| 3600 FIELDING DRIVE | SPRINGFIELD | IL | 62711 | UNRELATED | TO PROVIDE SUPPORT THAT HELPS COVER THE COST OF THE ORGANIZATION'S RENT AND OTHER EXPENSES. | $500 |
| MERCY COMMUNITIES | ||||||
| 1344 N 5TH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE SUPPORT TO HOMELESS MOTHERS AND THEIR CHILDREN | $49,000 |
| MARINE VETS MOTORCYCLE CLUB CENTRAL ILLINOIS CHAPTER | ||||||
| 5953 IRON BRIDGE ROAD | CHATHAM | IL | 62629 | UNRELATED | TO SUPPORT ORGANIZATION'S ANNUAL FUNDRAISER BENEFITING LOCAL VETERANS. | $500 |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||
| 1000 CHURCHILL ROAD | SPRINGFIELD | IL | 62702 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING HEALTH CARE TO THOSE IN THE SPRINGFIELD AREA | $16,000 |
| MIDWEST FOOD BANK | ||||||
| 5601 DIVISION DRIVE | FORT MYERS | FL | 33905 | UNRELATED | TO ALLEVIATE HUNGER AND PROVIDE RELIEF FROM DISASTER | $3,500 |
| NAPLES THERAPEUTIC RIDING CENTER | ||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | UNRELATED | TO ASSIST ORGANIZATION IN ITS MISSION TO IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH PHYSICAL, SOCIAL AND MENTAL HEALTH NEEDS THROUGH THERAPEUTIC RIDING AND OTHER EQUINE RELATED PROGRAMS. | $25,000 |
| ORTHOPEDIC CENTER OF ILLINOIS FOUNDATION | ||||||
| 1301 S KOKE MILL ROAD | SPRINGFIELD | IL | 62711 | UNRELATED | TO SUPPORT PROJECTS PROMOTING PATIENT EDUCATION, CONTINUING MEDICAL EDUCATION AND REGIONAL CHARITABLE ORGANIZATIONS | $5,000 |
| PACE CENTER FOR GIRLS OF COLLIER | ||||||
| 160 NORTH 1ST STREET | IMMOKALEE | FL | 34142 | UNRELATED | TO SUPPORT ORGANIZATION IN ITS EFFORTS TO PROVIDE GIRLS AND YOUNG WOMEN AN OPPORTUNITY FOR A BETTER FUTURE THROUGH EDUCATION, COUNSELING, TRAINING, AND ADVOCACY. | $20,000 |
| PREVENTION FIRST INC | ||||||
| 2800 MONTVALE DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO PROMOTE HEALTHY BEHAVIORS AND PREVENT SUBSTANCE MISUSE IN EVERY COMMUNITY THROUGH VARIOUS EVIDENCE-BASED AND COLLABORATIVE APPROACHES, INCLUDING TRAINING, SUPPORT AND PUBLIC AWARENESS. | $5,000 |
| PROJECT BUILD SW FLORIDA | ||||||
| 3845 BECK BLVD UNIT 808 | NAPLES | FL | 34114 | UNRELATED | TO EMPOWER THE HOMELESS AND FOSTER YOUTH TO BE RESPONSIBLE, PRODUCTIVE MEMBERS OF THEIR FAMILIES AND COMMUNITIES. | $25,000 |
| PROJECT THIRD DAY NFP | ||||||
| 24654 RT 4 | CARLINVILLE | IL | 62626 | UNRELATED | TO SUPPORT ORGANIZATION'S MISSION IN PROVIDING FOOD FOR CHILDREN IN THE CARLINVILLE, IL COMMUNITY AND SURROUNDING AREAS. | $10,000 |
| REFUGE RANCH | ||||||
| 9350M CASCADE ROAD | ROCHESTER | IL | 62563 | UNRELATED | TO ASSIST ORGANIZATION IN RESCUING NEGLECTED AND ABUSED HORSES AND PROVIDING MENTORING PROGRAMS FOR CHILDREN USING HORSES | $50,000 |
| REGIONAL OFFICE OF CAREER AND TECHNICAL EDUCATION | ||||||
| 2201 TORONTO ROAD | SPRINGFIELD | IL | 62712 | UNRELATED | TO SUPPORT THE SANGAMON CEO PROGRAM | $10,000 |
| ROCHESTER EDUCATION FOUNDATION | ||||||
| 3500 TEAKWOOD DRIVE | SPRINGFIELD | IL | 62712 | UNRELATED | TO FOSTER EXCELLENCE IN EDUCATION AND CREATE A POSITIVE IMPACT ON THE LIVES OF YOUNG INDIVIDUALS ATTENDING ROCHESTER SCHOOLS. | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL ILLINOIS | ||||||
| 610 NORTH SEVENTH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING A SUPPORTIVE PLACE FOR FAMILIES TO STAY WHILE THEIR CHILD IS RECEIVING MEDICAL CARE, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN. | $20,000 |
| RUTLEDGE YOUTH FOUNDATION | ||||||
| 151 N BRUNS LANE | SPRINGFIELD | IL | 62702 | UNRELATED | TO SERVE ABUSED AND NEGLECTED YOUTH | $5,000 |
| SACRED HEART GRIFFIN HIGH SCHOOL | ||||||
| 1200 W WASHINGTON | SPRINGFIELD | IL | 62702 | UNRELATED | TO IMPROVE THE EDUCATION OF YOUTH ATTENDING SACRED-HEART GRIFFIN | $15,500 |
| SHARE THE SPIRIT FOUNDATION | ||||||
| PO BOX 78 | SHERMAN | IL | 62684 | UNRELATED | TO PROVIDE NEW SHOES AND SOCKS TO THOSE IN THE COMMUNITY. | $700 |
| SIU FOUNDATION | ||||||
| 409 W CALHOUN AVE | SPRINGFIELD | IL | 62702 | UNRELATED | SUPPORT THE SCHOOL IN TRAINING THE BRIGHTEST AND BEST STUDENTS TO BECOME MEDICAL PRACTITIONERS. | $9,500 |
| SLEEP IN HEAVENLY PEACE | ||||||
| 669 W QUINN BLDG 42 | POCATELLO | ID | 83202 | UNRELATED | TO PROVIDE COMFORTABLE BEDS FOR CHILDREN IN NEED. | $5,000 |
| SOJOURN SHELTER & SERVICES | ||||||
| 1800 WESTCHESTER BLVD | SPRINGFIELD | IL | 62704 | UNRELATED | TO SUPPORT PROGRAMS TO END DOMESTIC VIOLENCE. | $10,000 |
| SPARC | ||||||
| 232 BRUNS LANE | SPRINGFIELD | IL | 62702 | UNRELATED | TO ENRICH THE LIVES OF THOSE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $50,000 |
| SPRINGFIELD PUBLIC SCHOOLS FOUNDATION | ||||||
| 1900 WEST MONROE | SPRINGFIELD | IL | 62704 | UNRELATED | TO SUPPORT SCHOOL DISTRICT 186 IN ITS EFFORTS TO PROVIDE STUDENTS WITH HIGH QUALITY EDUCATION EXPERIENCE. | $5,000 |
| SPRINGFIELD SENATOR BOOSTERS | ||||||
| 101 S LEWIS STREET | SPRINGFIELD | IL | 62704 | UNRELATED | TO SUPPORT ALL EXTRACURRICULAR INTERESTS OF STUDENTS ATTENDING SPRINGFIELD HIGH SCHOOL. | $1,000 |
| ST JOHN'S BREADLINE | ||||||
| 430 N 5TH ST | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE FREE, HOT AND NUTRITIOUS MEALS IN A CLEAN AND POSITIVE ENVIRONMENT. | $10,000 |
| SUPERHEROES NFP | ||||||
| 8388 S VIGAL ROAD | PAWNEE | IL | 62558 | UNRELATED | TO SUPPORT MENTORING PROGRAM THAT TEACHES LEADERSHIP SKILLS BY CONNECTING HIGH SCHOOL STUDENTS. | $1,000 |
| THE 217 DINNER | ||||||
| 4263 OLD ROUTE 36 11 | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING COMPLETE THANKSGIVING MEALS TO THE HOMELESS AND ELDERLY. | $1,000 |
| THE BABY FOLD | ||||||
| 108 EAST WILLOW STREET | NORMAL | IL | 61761 | UNRELATED | TO ASSIST CHILDREN AND FAMILIES IN THE CENTRAL ILLINOIS AREA. | $500 |
| THE CARSON SCHOLARS FUND | ||||||
| 305 W CHESAPEAKE AVE STE 310 | TOWSON | MD | 21204 | UNRELATED | TO RECOGNIZED AND REWARD YOUNG STUDENTS WHO PERSEVERE TO ACHIEVE ACADEMICALLY AND THROUGH THE SUPPORT OF THEIR COMMUNITIES. | $1,000 |
| THE COMMUNITY FOUNDATION | ||||||
| 205 S 5TH ST STE 530 | SPRINGFIELD | IL | 62701 | UNRELATED | TO SUPPORT THE LOCAL COMMUNITY FOUNDATION | $5,000 |
| THE SHELTER FOR ABUSED WOMEN AND CHILDREN | ||||||
| PO BOX 10102 | NAPLES | FL | 34101 | UNRELATED | TO SUPPORT ORGANIZATION IN ITS EFFORTS TO LEAD AND COLLABORATE WITH THE COMMUNITY TO PREVENT, PROTECT AND PREVAIL OVER DOMESTIC VIOLENCE AND HUMAN TRAFFICKING. | $25,000 |
| TURTLE TIME INC | ||||||
| PO BOX 2621 | FORT MYERS BEACH | FL | 33932 | UNRELATED | TO SUPPORT THE RECOVERY AND CONSERVATION OF MARINE TURTLES. | $3,500 |
| U OF I FOUNDATION | ||||||
| 303 ST MARYS ROAD MC-386 | CHAMPAIGN | IL | 61820 | UNRELATED | TO SUPPORT UIS'S INNOVATION CENTER TECH X LAB | $25,000 |
| UNITED WAY - WECARE PROGRAM | ||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | UNRELATED | TO PROVIDE MEDICAL SERVICES TO QUALIFYING INDIVIDUALS FREE OF CHARGE. | $3,500 |
| VALERIE'S HOUSE | ||||||
| 819 MYRTLE TERRACE | NAPLES | FL | 34103 | UNRELATED | TO HELP CHILDREN AND FAMILIES WORK THROUGH THE LOSS OF A LOVED ONE TOGETHER AND GO ON TO LIVE FULFILLING LIVES. | $25,000 |
| WILD CANINE RESCUE | ||||||
| 3309 ROBBINS ROAD 109 | SPRINGFIELD | IL | 62704 | UNRELATED | TO SAVE ANIMALS IN NEED | $5,000 |
| WARRIOR HOMES OF COLLIER COUNTY | ||||||
| PO BOX 10434 | NAPLES | FL | 34101 | UNRELATED | IMPROVE LOCAL VETERAN'S LIVES THROUGH HOUSING, MENTAL HEALTH SUPPORT AND EDUCATION. | $25,000 |
| WASHINGTON STREET MISSION | ||||||
| 408 N 4TH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE HOPE AND HEALING TO THOSE IN THE SPRINGFIELD COMMUNITY | $3,000 |
| WEST SIDE CHRISTIAN CHURCH | ||||||
| 2850 CIDER MILL LANE | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE SUPPORT FOR THE BI-ANNUAL PROM FOR THOSE WITH SPECIAL NEEDS | $1,000 |
| WOODEN IT BE LOVELY | ||||||
| 501 S DOUGLAS AVENUE | SPRINGFIELD | IL | 62704 | UNRELATED | TO PROVIDE EMPLOYMENT, MENTORING, RECOVERY TOOLS, EDUCATION, NETWORKING SKILLS, JOB INTERVIEW SKILLS AND SAFE HOUSING TO HELP WOMEN IN DIRE SITUATIONS RECOVER AND HEAL. | $2,500 |
| YMCA SPRINGFIELD | ||||||
| 5 LAWRENCE SQUARE | SPRINGFIELD | IL | 62704 | UNRELATED | TO PROVIDE LIFE-CHANGING EVENTS TO KIDS AND ADULTS IN THE COMMUNITY WHO NEED SUPPORT. | $32,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | UNRELATED | SUPPORT FOR THERAPEUTIC PROGRAMS AND SERVICES FOR KIDS AND TEENS WHO HAVE BEEN REMOVED FROM THEIR HOMES DUE TO ABUSE, NEGLECT, AND HOMELESSNESS. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,068,725 | 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 | 01 | ExclusionCd |
| Exclusion | $23,679 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $656,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$371,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,198 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FILING FEES | CategoryTxt |
| Amt | $920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP, 6.875%, DUE 6/1/2025 | $1,012,720 | $808,984 |
| FORD MOTOR CREDIT, 3.5%, DUE 9/20/2026 | $700,000 | $663,978 |
| FORD MOTOR CREDIT, 4.542%, DUE 8/1/2026 | $1,020,000 | $982,650 |
| JEFFRIES GROUP, 4.85%, DUE 1/15/2027 | $1,019,800 | $995,900 |
| MORGAN STANLEY, 3.7%, DUE 10/23/2024 | $1,005,000 | $995,760 |
| CITIGROUP, 5.50%, DUE 1/23/30 | $2,000,000 | $1,996,120 |
| ARES CAPITAL CORP, 7.000%, DUE 1/15/27 | $904,050 | $927,207 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P 500 ETF | StockNm |
| EOY Book Value | $8,962,313 | EOYBookValueAmt |
| EOYFMV | $17,135,699 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FNB OMAHA NE - CD, 5.50%, DUE 11/08/24 | AT COST | $200,000 | $200,060 |
| FINANCIAL FEDERAL BANK - CD, 5.50%, DUE 8/5/2024 | AT COST | $210,000 | $210,000 |
| FIELDPOINT BANK & TRUST - CD, 5.55%, DUE 8/5/24 | AT COST | $210,000 | $210,000 |
| FIRST BANK OF OH - CD, 5.60%, DUE 11/4/24 | AT COST | $200,000 | $200,000 |
| FREEDOM NORTHWEST - CD, 5.66%, 12/6/24 | AT COST | $200,000 | $200,000 |
| G BANK - CD, 5.71%, DUE 11/4/24 | AT COST | $200,000 | $200,000 |
| GLOBAL BANK - CD, 5.05%, DUE 1/31/25 | AT COST | $200,000 | $200,000 |
| MODERN BANK - CD, 5.55%, DUE 8/5/24 | AT COST | $210,000 | $210,000 |
| NEXBANK SSB DALLAS - CD, 5.50%, DUE 11/06/24 | AT COST | $200,000 | $200,056 |
| RIVER WORKS CU - CD, 5.58%, DUE 8/5/24 | AT COST | $210,000 | $210,000 |
| T BANK - CD, 5.46%, DUE 8/19/24, | AT COST | $125,000 | $125,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEE - ILLINOIS | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST ACCOUNT FEES | CategoryTxt |
| Amt | $24,889 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FY24 ESTIMATED TAX | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |