CFM FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CFM FOUNDATION (EIN 37-6026254)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-29
IRS object ID
202521199349300637
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-29T09:27:44-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363077757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRAY HUNTER STENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAINE STAddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376026254EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CFM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCFMFBusinessNameControlTxt
Phone2172228636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREET SUITE 301AddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDELMER R MITCHELLPersonNm
Person TitleDIRECTOR - PRESIDENTPersonTitleTxt
Phone2172424094PhoneNum
Signature2025-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A MCPHERSON CPAPreparerPersonNm
PTINP00917157PTIN
Phone2172220304PhoneNum
Preparation2025-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE MOORMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDELMER R MITCHELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREETAddressLine1Txt
Address Line2SUITE 301AddressLine2Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$63,666,975GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE GRANTS TO PUBLIC CHARITIESActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,206,013PYInvestmentIncomeAmt
CY Investment Income$9,682,452CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,206,013PYTotalRevenueAmt
CY Total Revenue$9,682,452CYTotalRevenueAmt
PY Grants And Similar Paid$2,982,805PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,979,747CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$49,685PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,951CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$645,077PYOtherExpensesAmt
CY Other Expenses$883,126CYOtherExpensesAmt
PY Total Expenses$3,677,567PYTotalExpensesAmt
CY Total Expenses$8,929,824CYTotalExpensesAmt
PY Revenues Less Expenses$528,446PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$752,628CYRevenuesLessExpensesAmt
Total Assets BOY$108,558,700TotalAssetsBOYAmt
Total Assets EOY$110,869,393TotalAssetsEOYAmt
Total Liabilities BOY$608,449TotalLiabilitiesBOYAmt
Total Liabilities EOY$614,230TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$107,950,251NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,255,163NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE GRANTS TO PUBLIC CHARITIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,000,196ExpenseAmt
Grant$7,979,747GrantAmt
DescGRANTS PROVIDED TO PUBLIC CHARITIESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescGRANTS PROVIDED TO PUBLIC CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,000,196TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHARON M TWEEDELLPersonNm
Phone2172228636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREET SUITE 301AddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROBERT B BLACK
DIRECTOR0.250.00Yes (X)$0$0$0
MICHAEL R HULSEN
DIRECTOR0.250.00Yes (X)$0$0$0
JOHN G STEVENSON JR
DIRECTOR0.250.00Yes (X)$0$0$0
DELMER R MITCHELL
DIRECTOR - P0.500.00Yes (X)$0$0$0Yes (X)
HAROLD B OAKLEY
DIRECTOR - S0.500.00Yes (X)$0$0$0Yes (X)
JACK R SHARKEY
DIRECTOR0.250.00Yes (X)$0$0$0
BRYAN K STOKES
DIRECTOR0.250.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WELLS FARGO ADVISORS
111 SOUTH LINCOLN STREETHINSDALEIL60521INVESTMENT FEES$507,475
MERCANTILE BANK
200 NORTH 33RD STREETQUINCYIL623053455INVESTMENT FEES$264,278
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,611,406TotalRevenueColumnAmt
Exclusion$2,611,406ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,870,858SecuritiesAmt
Other$184,711OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$53,984,523SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,886,335SecuritiesAmt
Other$184,711OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,071,046TotalRevenueColumnAmt
Exclusion$7,071,046ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,682,452TotalRevenueColumnAmt
Exclusion$9,682,452ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,979,747TotalAmt
Program Services$7,979,747ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$62,193TotalAmt
Management And General$62,193ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,758TotalAmt
Management And General$4,758ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,772TotalAmt
Management And General$8,772ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,900TotalAmt
Management And General$10,900ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$771,753TotalAmt
Management And General$771,753ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$19,032TotalAmt
Program Services$19,032ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,974TotalAmt
Management And General$4,974ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,600TotalAmt
Management And General$4,600ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,417TotalAmt
Program Services$1,417ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,140TotalAmt
Management And General$2,140ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAX WITHHELD$57,163$57,163
INVESTMENT EXPENSES$1,745$1,745
TELEPHONE$630$630

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,929,824TotalAmt
Program Services$8,000,196ProgramServicesAmt
Management And General$929,628ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,936,169BOYAmt
EOY$2,063,604EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$642BOYAmt
EOY$642EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$106,491,616BOYAmt
EOY$108,644,191EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$130,273BOYAmt
EOY$160,956EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$108,558,700BOYAmt
EOY$110,869,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,449BOYAmt
EOY$3,063EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$600,000BOYAmt
EOY$611,167EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$608,449BOYAmt
EOY$614,230EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$107,950,251BOYAmt
EOY$110,255,163EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$107,950,251BOYAmt
EOY$110,255,163EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$108,558,700BOYAmt
EOY$110,869,393EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$752,628ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,552,284NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations17SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (17 entries)

Business Name Line2SupportedOrganizationName/BusinessNameLine2TxtEINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
AMERICAN RED CROSS ADAMS CO CHAPTER
AMERICAN RED CROSS5301966057Yes (true)$65,000$0
BLESSING FOUNDATION
BLESSING FOUNDATION3706611833Yes (true)$500,000$0
BOY SCOUTS OF AMERICA - MVC
BOY SCOUTS OF AM-MISS VALLEY3713187747Yes (true)$75,000$0
CHEERFUL HOME
CHEERFUL HOME37021466010Yes (true)$100,000$0
CORNERSTONE FOUNDATION FOR FAMILIES
CORNERSTONE - FOUNDATION FOR FAMILIES37066120310Yes (true)$17,022$0
CULVER-STOCKTON COLLEGE
CULVER-STOCKTON COLLEGE4306108132Yes (true)$226,833$0
QUINCY AREA PROJECT
QUINCY AREA PROJECT3708123617Yes (true)$125,000$0
QUINCY FAMILY YMCA QUINCY ILLINOIS
QUINCY FAMILY YMCA3706612627Yes (true)$0$0
QUINCY PARKS FOUNDATION
QUINCY PARKS FOUNDATION3641397457Yes (true)$0$0
QUINCY PUBLIC SCHOOLS FOUNDATION
QUINCY PUBLIC SCHOOLS FOUNDATION3712510292Yes (true)$160,000$0
QUINCY SOCIETY OF FINE ARTS
QUINCY SOCIETY OF FINE ARTS3707645667Yes (true)$1,224,725$0
QUINCY UNIVERSITY
QUINCY UNIVERSITY3706612312Yes (true)$4,000,000$0
THE SALVATION ARMY
THE SALVATION ARMY4306535847Yes (true)$100,000$0
TRANSITIONS OF WESTERN ILLINOIS
TRANSITIONS OF WESTERN ILLINOIS3709712827Yes (true)$0$0
UNITED WAY OF ADAMS COUNTY
UNITED WAY OF ADAMS COUNTY3706734767Yes (true)$75,000$0
SUNSET HOME
SUNSET HOME3706612247Yes (true)$1,100,000$0
HANNIBAL LAGRANGE UNIVERSITY
HANNIBAL LAGRANGE UNIVERSITY4310076422Yes (true)$200,000$0
FieldValueIRS element (for citing)
Supported Organizations Total17SupportedOrganizationsTotalCnt
Support Sum$7,968,580SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$10,989CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,914,262PriorYearAmt
Current Year$2,592,519CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,914,262PriorYearAmt
Current Year$2,603,508CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$592,598PriorYearAmt
Current Year$830,661CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,321,664PriorYearAmt
Current Year$1,772,847CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$100,496,895PriorYearAmt
Current Year$109,188,029CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$2,156,342PriorYearAmt
Current Year$2,152,040CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$130,273PriorYearAmt
Current Year$160,956CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$102,783,510PriorYearAmt
Current Year$111,501,025CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$102,783,510PriorYearAmt
Current Year$111,501,025CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$1,541,753PriorYearAmt
Current Year$1,672,515CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$101,241,757PriorYearAmt
Current Year$109,828,510CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$3,543,461PriorYearAmt
Current Year$3,843,998CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$3,543,461PriorYearAmt
Current Year$3,843,998CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$1,321,664CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$1,123,414CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$3,543,461CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$3,543,461CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$3,543,461CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$7,989,029CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$98,967CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$8,087,996CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$7,989,029CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$3,543,461CYDistributableAsAdjustedAmt
CY Distribution Yr1.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$3,543,461CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,632,873ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,118,879ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,751,752TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$3,543,461CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$2,208,291ExcessDistributionCyovAmt
CY Total Annual Distributions$8,087,996CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$8,087,996ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$10,296,287ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$2,208,291ExcessFromYear2Amt
Excess From Year1$8,087,996ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 11HCULVER-STOCKTON COLLEGE 43-0610813 2 X 226,833 0 QUINCY AREA PROJECT 37-0812361 7 X 125,000 0 QUINCY FAMILY YMCA, QUINCY ILLINOIS 37-0661262 7 X 0 0 QUINCY PARKS FOUNDATION 36-4139745 7 X 0 0 QUINCY PUBLIC SCHOOLS FOUNDATION 37-1251029 2 X 160,000 0 QUINCY SOCIETY OF FINE ARTS 37-0764566 7 X 1,224,725 0 QUINCY UNIVERSITY 37-0661231 2 X 4,000,000 0 THE SALVATION ARMY 43-0653584 7 X 100,000 0 TRANSITIONS OF WESTERN ILLINOIS 37-0971282 7 X 0 0 UNITED WAY OF ADAMS COUNTY 37-0673476 7 X 75,000 0 SUNSET HOME 37-0661224 7 X 1,100,000 0 HANNIBAL LAGRANGE UNIVERSITY 43-1007642 2 X 200,000 0
PART IV, SECTION D, LINE 3THE FOUNDATION'S SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE FOUNDATION, THE TIMING OF GRANTS, THE MANNER OF MAKING GRANTS, AND THE SELECTION OF RECIPIENTS OF GRANTS FROM THE FOUNDATION, AND OTHERWISE IN DIRECTING THE USE OF THE INCOME AND ASSETS OF THE FOUNDATION, BECAUSE A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION, ITS SOLE GOVERNING BODY WITH DECISION-MAKING AUTHORITY, OVERLAP AS MEMBERS OF THE GOVERNANCE BOARDS OF THE FOUNDATION'S SUPPORTED ORGANIZATIONS. MOREOVER, EACH OF THE FOUNDATION'S SUPPORTED ORGANIZATIONS RECEIVES THE FINANCIAL INFORMATION DESCRIBED IN PART IV, SECTION D, LINE 1 AND IS ABLE TO COMMUNICATE WITH THE FOUNDATION VERBALLY OR IN WRITING TO THE EXTENT NECESSARY TO MAINTAIN A CLOSE WORKING RELATIONSHIP AT THE FOUNDATION'S ADDRESS OR PHONE NUMBER AS STATED IN PART VI, SECTION A, LINE 9. ACCORDINGLY, THE FOUNDATION'S SUPPORTED ORGANIZATIONS HAVE THE ABILITY TO INFLUENCE (THOUGH NOT NECESSARILY CONTROL) THE FOUNDATION'S DECISIONS REGARDING THE USE OF ITS INCOME AND ASSETS. IN ADDITION TO THE SIGNIFICANT VOICE THAT THE SUPPORTED ORGANIZATIONS HAVE WITH RESPECT TO THE FOUNDATION'S DECISIONS AS TO THE USE OF ITS INCOME AND ASSETS, THE RESPONSIVENESS OF THE FOUNDATION TO THE NEEDS OF ITS SUPPORTED ORGANIZATIONS IS ALSO EVIDENT FROM THE FACT THAT THE FOUNDATION, WHICH WAS IN EXISTENCE PRIOR TO NOVEMBER 20, 1970, PRIMARILY SERVES THE NEEDS OF THE RELATIVELY SMALL COMMUNITY OF QUINCY, ILLINOIS (APPROXIMATE POPULATION OF 40,000) AND HAS A HISTORIC AND CONTINUOUS RELATIONSHIP WITH EACH OF THE SUPPORTED ORGANZATIONS THAT RECEIVED A GRANT FROM THE FOUNDATION IN THE CURRENT YEAR.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$10,404,075TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,552,284NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,552,284RevenueNotReportedAmt
Revenue Subtotal$8,851,791RevenueSubtotalAmt
Investment Expenses Not Incld$830,661InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$830,661RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,682,452TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,099,163TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$8,099,163ExpensesSubtotalAmt
Investment Expenses Not Incld2$830,661InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$830,661ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,929,824TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN RED CROSS ADAMS COUNTY
3000 N 23RD STQUINCYIL62301530196605(C)(3)$65,000OPERATING EXPENSES
BLESSING FOUNDATION
11TH AND BROADWAYQUINCYIL62301370661183(C)(3)$500,000BLESSING-RIEMAN COLL
BOY SCOUTS OF AMERICA MVC
2522 LOCUST STQUINCYIL62301371318774(C)(3)$75,000OPERATING EXPENSES
CHEERFUL HOME ASSOCIATION
315 S 5TH STQUINCYIL62301370214660(C)(3)$100,000OPERATING EXPENSES
CORNERSTONE FOUNDATION FOR FAMILIE
915 VERMONTQUINCYIL62301370661203(C)(3)$17,022BUILDING & TECH UPGR
CULVER STOCKTON COLLEGE
1 COLLEGE HILLCANTONMO63435430610813(C)(3)$620,000MOORMAN PROFESSORSHI
CULVER STOCKTON COLLEGE
1 COLLEGE HILLCANTONMO63435430610813(C)(3)$8,000AMERICAN FREEDOM STU
CULVER STOCKTON COLLEGE
1 COLLEGE HILLCANTONMO63435430610813(C)(3)$10,000TRI STATE DEVELOPEME
QUINCY AREA PROJECT
1201 N 5THQUINCYIL62301370812361(C)(3)$125,000OPERATING EXPENSES
QUINCY PUBLIC SCHOOLS FOUNDATION
1416 MAINE STREETQUINCYIL62301371251029(C)(3)$100,000QJHS SCIENCE LAB
QUINCY PUBLIC SCHOOLS FOUNDATION
1416 MAINE STREETQUINCYIL62301371251029(C)(3)$60,000OPERATING EXPENSES
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$55,000GENERAL OPERATIONS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$25,000ACOTA - BARN ROOF
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$200,000BELLA EASE
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$25,000BICENTENIAL COMMITEE
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$126,800QACF DAF - VARIOUS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$25,000QACF - AC CARES CC
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$10,000CIVIC MUSIC ASSOC OP
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$60,000QCY SYMPH OPERATIONS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$80,000QCM OPERATIONS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$25,000FOC - VC REPAIRS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$100,000JACKSON LINCOLN POOL
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$180,000HSQAC - REPAIRS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$35,500JWCC - LAB TECH
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$125,000CHADDOCK - RENOVATIO
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$38,000QCY MUSEUM - REPAIRS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$25,000COQ - BRIDGE LIGHTS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$45,450GRDF - OPERATIONS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$20,000QCT - DEVEL DIR SUPP
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$18,975KIDZPACKS SPRING 24
QUINCY UNIVERSITY
1800 COLLEGE AVENUEQUINCYIL62301370661231(C)(3)$4,000,000FIN REC & COMP CAMPA
SUNSET HOME
418 WASHINGTON STQUINCYIL62301370661224(C)(3)$900,000OPERATING EXPENSES
THE SALVATION ARMY
405 VERMONT STQUINCYIL62301362167910(C)(3)$100,000EMERGENCY SHELTER OP
UNITED WAY OF ADAMS COUNTY
333 N10TH STQUINCYIL62301370673476(C)(3)$75,000ANNUAL CAMPAIGN
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES A SIGNED RECEIPT FROM EACH RECIPIENT ORGANIZATION THAT RECEIVES A GRANT. ORGANIZATIONS REPORT TO THE FOUNDATION UPON COMPLET ION OF PROJECTS FOR WHICH THEY RECEIVE GRANTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DGRANTS PROVIDED TO PUBLIC CHARITIES
FORM 990, PAGE 6, PART VI, LINE 2SRNM SRNM PARTNER PARTNER PARTNERS AT SAME LAW FIRM
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. THE TREASURER/SECRETARY OF THE BOARD OF DIRECTORS RECEIVES A TENTATIVE DRAFT OF FORM 990, REVIEWS IT AND THEN PRESENTS IT TO THE OTHER BOARD MEMBERS AND THE EXECUTIVE DIRECTOR FOR THEIR REVIEW AND APPROVAL. THE TENTATIVE DRAFT IS THEN SENT TO THE FOUNDATAION'S ATTORNEY FOR HIS REVIEW AND APPROVAL BEFORE THE FINAL FORM IS FILED.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION DETERMINED BY BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION DETERMINED BY BOARD OF DIRECTORS
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, FOUNDATION POLICIES AND FINANCIAL STATEMENTS ARE AVAI LABLE UPON REQUEST AT THE FOUNDATION OFFICE.

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