WOODS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349104114
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:36:08-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID L | PersonFirstNm |
| Person Last | GOLWITZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,530,161 | 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 | $1,421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,421 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,421 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $296,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,448 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $296,448 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $149,344 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $149,344 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $149,344 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $139,278 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $399,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,054,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $846,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $852,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $447,213 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | 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 | $1,014 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,185 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $57,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,396 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,859 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,213 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,066 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $148,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $832,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $832,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $980,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $877,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $768,148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $447,213 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $684,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $587,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $587,458 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $9,323 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $15,324,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,288,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,942,703 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,009,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,885,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,530,161 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $859 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,996,854 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,873,497 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,977 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,977 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,008,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,885,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,009,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,885,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,008,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,451 | OtherIncreasesAmt |
| Subtotal | $15,885,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,885,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DIST | P | 2001-01-01 | 2021-01-01 | $327,207 | $327,207 | $327,207 | |
| 2232.558 DFA INFLATION PROTECTED SEC PTF | P | 2013-01-22 | 2022-10-18 | $23,990 | -$4,049 | -$4,049 | $28,039 |
| 969.828 DFA US MICRO CAP | P | 2017-09-25 | 2022-10-18 | $22,490 | $1,844 | $1,844 | $20,646 |
| 1290 DFA US SMALL CAP VALUE PORTFOLIO | P | 2001-01-01 | 2022-01-01 | $51,480 | $16,363 | $16,363 | $35,117 |
| 2268 DFA US LARGE CAP VALUE I | P | 2008-11-19 | 2022-01-01 | $88,970 | $52,320 | $52,320 | $36,650 |
| 305.093 DFA REAL ESTATE PT | P | 2019-05-03 | 2022-07-20 | $12,990 | $1,305 | $1,305 | $11,685 |
| 2631.579 DFA FIVE YEAR GLOBAL FIXED INCOME | P | 2005-03-15 | 2022-10-18 | $25,990 | -$2,131 | -$2,131 | $28,121 |
| 3902.954 PAYDEN SHORT TERM BOND | P | 2007-02-07 | 2022-10-18 | $37,000 | -$1,985 | -$1,985 | $38,985 |
| 138.4 VANGUARD 500 INDEX | P | 2001-01-01 | 2022-01-01 | $48,952 | $34,789 | $34,789 | $14,163 |
| 26008.6 DFA COMMODITY STRATEGY | P | 2021-04-15 | 2022-10-18 | $137,000 | -$7,733 | -$7,733 | $144,733 |
| 3696.781 EQUITY INCOME FUND CL S | P | 2014-12-22 | 2022-01-01 | $99,000 | -$145 | -$145 | $99,145 |
| 1150.685 GLOBAL EQUITY CLASS S | P | 2009-01-15 | 2022-10-18 | $8,400 | -$1,584 | -$1,584 | $9,984 |
| 2791.6 GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2022-01-01 | $23,000 | -$4,832 | -$4,832 | $27,832 |
| 2334.63 OPPORTUNISTIC CREDIT FUND | P | 2011-08-29 | 2022-10-18 | $18,000 | -$4,943 | -$4,943 | $22,943 |
| 7006.758 STRATEGIC BOND FUND CL S | P | 2008-09-04 | 2022-10-18 | $63,500 | -$10,738 | -$10,738 | $74,238 |
| 1415.762 SUSTAINABLE EQUITY FUND CLASS S | P | 2009-01-15 | 2022-01-01 | $60,000 | $3,523 | $3,523 | $56,477 |
| 268.62 US SMALL CAP EQ CL S | P | 2013-12-23 | 2022-10-18 | $6,600 | $65 | $65 | $6,535 |
| 5.525 STRATEGIC BOND FUND CL S | P | 2015-08-17 | 2022-10-11 | $50 | -$11 | -$11 | $61 |
| .985 SUSTAINABLE EQUITY FUND CLASS S | P | 2015-08-06 | 2022-01-12 | $50 | $2 | $2 | $48 |
| Wash Sale | $5,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,677 | SubtotalAmt |
| Tax Based On Investment Income | $10,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,323 | OverpaymentAmt |
| Applied To ES Tax | $9,323 | 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 (4 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 |
| 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 | $13,809,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,045,334 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,219,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,219,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,961,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $848,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $848,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,677 | TotalTaxAmt |
| Distributable Before Adj | $837,382 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $837,382 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $837,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $877,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $877,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $837,382 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $31,948 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $31,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $877,380 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $837,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,998 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,946 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $71,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $31,948 | ExcessFromYear3Amt |
| Excess From Current Year | $39,998 | ExcessFromCurrentYearAmt |
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 (35 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 | $10,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | NONE | PC | Unrestricted | $10,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 101 STATE STREET | PEORIA | IL | 61602 | NONE | PC | Unrestricted | $10,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME & UNRESTRICTED | $10,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | NONE | PC | UNRESTRICTED | $10,000 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| PO BOX 233 | BLOOMINGTON | IL | 61701 | NONE | PC | RENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS | $120,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $152,191 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL RENOVATION AND UNRESTRICTED | $10,000 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | PC | LOGAN COUNTY 5TH GRADE FIELD TRIP | $44,527 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $7,731 |
| SOUTHERN IL UNIVERSITY | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $10,442 |
| UNIV OF IL SPRINGFIELD | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | SCHOLARSHIPS | $12,450 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| SENIOR CITIZENS OF LOGAN COUNTY INC | |||||||
| 2810 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $10,000 |
| ABRAHAM LINCOLN HEALTHCARE FOUNDATION | |||||||
| 200 STAHLHUT DRIVE | LINCOLN | IL | 62656 | NONE | PC | 10,000 UNRESTRICTED50,000 FOR RESTROOMS AT HEALTHY MARKET ON FAIRGROUNDS | $120,000 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | COLLEGE SCHOLARSHIPS | $7,530 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | COLLEGE SCHOLARSHIPS | $3,568 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | COLLEGE SCHOLARSHIPS | $5,242 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| THE V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | CANCER RESEARCH | $10,000 |
| EASTERN ILLINOIS UNIVERSITY | |||||||
| 600 LINCOLN AVE | CHARLESTON | IL | 61920 | NONE | GOV | COLLEGE SCHOLARSHIPS | $16,769 |
| UNIVERSITY OF IL FOUNDATION | |||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | GOV | UNRESTRICTED | $10,000 |
| AUGUSTANA COLLEGE | |||||||
| 829 38TH ST | ROCK ISLAND | IL | 61201 | NONE | PC | COLLEGE SCHOLARSHIP | $20,802 |
| ILLINOIS CENTRAL COLLEGE | |||||||
| 1 COLLEGE DRIVE | EAST PEORIA | IL | 61635 | NONE | GOV | COLLEGE SCHOLARSHIPS | $4,204 |
| LINCOLN ECONOMIC ADVANCEMENT DEVELO | |||||||
| PO BOX 235 | LINCOLN | IL | 62656 | NONE | NC | UNRESTRICTED. | $80,000 |
| CENTRAL ILLINOIS VETERANS CENTER | |||||||
| 120 S MCLEAN | LINCOLN | IL | 62656 | NONE | NC | HOMES FOR VETERANS | $40,000 |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | SCHOOL SCHOLARSHIPS | $6,835 |
| GFWC LINCOLN WOMEN'S CLUB | |||||||
| 230 N MCLEAN ST | LINCOLN | IL | 62656 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 |
| KNAPP CHESTNUT BECKER HISTORICAL SO | |||||||
| 101 CLINTON ST | MIDDLETOWN | IL | 62666 | NONE | PC | HISTORICAL PRESERVATION | $4,000 |
| MORAINE VIEW RR | |||||||
| 27374 E 900 NORTH RD | LEROY | IL | 61752 | NONE | PC | VETERAN RETREAT | $10,000 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 |
| VILLAGE OF ELKHART IL | |||||||
| 209 GOVERNOR OGLESBY ST | ELKHART | IL | 62634 | NONE | GOV | COMMUNITY DEVELOPMENT | $1,376 |
| WYOMING TECH | |||||||
| 1889 VENTURE DR | LARAMIE | WY | 82070 | NONE | PC | SCHOLARSHIP | $14,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $832,167 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,421 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,448 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $139,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $399,267 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $437,147 | ExclusionAmt |
| Related Or Exempt Function Incm | $399,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $836,414 | 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) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $5,185 | 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 | $373,834 |
| 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 AMERITRADE | AT COST | $3,301,679 | $3,627,070 |
| FIDELITY MUTUAL FUNDS | AT COST | $10,107,200 | $9,258,131 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $14,580 | $12,168 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,014 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $208 | |
| FILING FEES | $15 | |
| INSURANCE | $1,688 | |
| Rental Expenses | $10,066 | $10,066 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO STOCK BASIS | Desc |
| Amt | $10,451 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $57,396 | Amt |
| Net Investment Income | $57,396 | 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 | $10,677 | ||
| FOREIGN TAX | $14,721 | $14,721 | |
| PAYROLL TAXES | $3,351 | $138 | $3,213 |
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