VIRGINIA M LONG CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
VIRGINIA M LONG CHARITABLE FOUNDATION (EIN 43-0871463)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202211299349103856
Schema version
2021v4.2
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)
Return2022-05-09T15:42:41-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371206530PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHEFFEL BOYLEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1322 STATE STAddressLine1Txt
CityALTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP620026135ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430871463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA M LONG CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVIRGBusinessNameControlTxt
Phone6182593068PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 37AddressLine1Txt
CityGODFREYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA LONGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6182593068PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIRGINIAPersonFirstNm
Person LastLONGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN FITZGERALD CPAPreparerPersonNm
PTINP00009184PTIN
Phone6184654288PhoneNum
Preparation2022-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,737,896FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,657InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,657InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,657InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,508DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,508DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,508DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,572NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$307,572GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,572CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$17,037OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17,037OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$17,037OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$49,774TotalRevAndExpnssAmt
Total Net Invst Incm$49,774TotalNetInvstIncmAmt
Total Adj Net Incm$42,202TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$7,000CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,178AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,178AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,178AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$6,398TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$485OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$485OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,061TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$16,061TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,024ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,024ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,085TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,663TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$16,061TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,024TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,311ExcessRevenueOverExpensesAmt
Net Investment Income$40,111NetInvestmentIncomeAmt
Adjusted Net Income$26,141AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$620,704SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,727SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,727SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$429,791CorporateStockBOYAmt
Corporate Stock EOY$425,678CorporateStockEOYAmt
Corporate Stock EOYFMV$1,087,928CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,410CorporateBondsBOYAmt
Corporate Bonds EOY$454,410CorporateBondsEOYAmt
Corporate Bonds EOYFMV$447,441CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$150,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$139,800OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,104,905TotalAssetsBOYAmt
Total Assets EOY$1,092,815TotalAssetsEOYAmt
Total Assets EOYFMV$1,737,896TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,104,905RetainedEarningBOYAmt
Retained Earning EOY$1,092,815RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,104,905TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,092,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,104,905TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,092,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,104,905TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,311ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,093,594SubtotalAmt
Other Decreases$779OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,092,815TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CITI CICALL INDEX2021-02-192021-11-24$100,000$100,000$0$0
EQUITABLE HOLDINGS INC2019-11-202021-11-05$53,535$50,000$3,535$3,535
GS CI CALL2019-12-132021-03-18$100,000$100,000$0$0
MS PLUS WTI2019-11-152021-02-19$54,037$50,000$4,037$4,037
FieldValueIRS element (for citing)
Capital Gain Net Income$7,572CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$558InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$558SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$558TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$571TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIRGINIA M LONGIndividualWithBooksNm
Phone6182593068PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 37AddressLine1Txt
CityGODFREYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVIRGINIA M LONGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5123AddressLine1Txt
CityGODFREYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62035ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$7,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1$19,250 GRANTS TO ST. AMBROSE CHURCH, ST. AMBROSE SCHOOL,ST. AMBROSE VINCENT DE PAUL, ST. AMBROSE MISCDescription1Txt
Expenses1$19,250Expenses1Amt
Description2$1,838 GRANT TO LEWIS AND CLARK COMMUNITY COLLEGE, GODFREY IL FOR SCHOLARSHIPS & $2,000 UNRESTRICTEDDescription2Txt
Expenses2$3,838Expenses2Amt
Description3$3,000 GRANT TO BOYS AND GIRLS CLUB$3,000 GRANT TO CATHOLIC CHARITIES$2,000 GRANT TO RIVERBEND HEAD STARTDescription3Txt
Expenses3$8,000Expenses3Amt
Description4CRISIS FOOD CENTER $2,000UNITED WAY $2,000OASIS WOMEN'S SHELTER $2,000Description4Txt
Expenses4$6,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,610,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,610,015TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,610,015AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,585,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,024ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,024QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$26,141CurrentYearAmt
Year1$24,068Year1Amt
Year2$30,754Year2Amt
Year3$29,867Year3Amt
Total$110,830TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$22,220CurrentYearAmt
Year1$20,458Year1Amt
Year2$26,141Year2Amt
Year3$25,387Year3Amt
Total$94,206TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$45,024CurrentYearAmt
Year1$36,053Year1Amt
Year2$32,993Year2Amt
Year3$24,878Year3Amt
Total$138,948TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$45,024CurrentYearAmt
Year1$36,053Year1Amt
Year2$32,993Year2Amt
Year3$24,878Year3Amt
Total$138,948TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$52,862CurrentYearAmt
Year1$42,123Year1Amt
Year2$32,542Year2Amt
Year3$31,153Year3Amt
Total$158,680TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVIRGINIA LONGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 37AddressLine1Txt
CityGODFREYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62035ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6182593068RecipientPhoneNum
Form And Info And MaterialsIN THE PAST SEVERAL YEARS, THE FOUNDATION HAS ONLY CONTRIBUTED DIRECTLY TO 501(C)(3) CHARITABLE ORGANIZATIONS AND ORGANIZATIONS ACTIVE IN THE AREA OF FINE ARTS. THE FOUNDATION MAY AT SOME POINT IN THE FUTURE PROVIDE SCHOLARSHIP MONEY TO SUITABLE CANDIDATES FROM THE COMMUNITY STUDYING LIBERAL ARTS. APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE BIOGRAPHICAL RECORD AND SUPPORTING MATERIAL, INCLUDING A RESUME, LETTERS OF RECOMMENDATION AND A SAMPLE OF THE CANDIDATE'S WORK (IE: ARTISTIC PORTFOLIO), OR DOCUMENTATION OF PAST SCIENTIFIC ACHIEVEMENTS. SELECTION WILL BE BASED SOLELY ON OBJECTIVE STANDARDS WHICH INCLUDE: PRIOR PERFORMANCE IN THE CANDIDATE'S CHOSEN FIELD; RECOMMENDATIONS FROM OTHERS IN THE CANDIDATE'S CHOSEN FIELD UNRELATED TO THE CANDIDATE; CONCLUSIONS DRAWN FROM AN INTERVIEW WITH THE CANDIDATE AS TO MOTIVATION, CHARACTER, POTENTIAL CONTRIBURION TO COMMUNITY AND COMMITMENT TO THE CANDIDATE'S FIELD AND FINANCIAL NEED. POTENTIAL CANDIDATES CAN NOT BE RELATED TO ANY MEMBER OF THE FOUFormAndInfoAndMaterialsTxt
Submission Deadlines2 MONTHS PRIOR TO THE BEGINNING OF SCHOOL TERMSubmissionDeadlinesTxt
Restrictions On Awards$500 PER ACADEMIC YEARRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB
324 E CENTRAL STREETBETHALTOIL62010NONEEXEMPTUNRESTRICTED$3,000
CATHOLIC CHARITIES
1625 WEST WASHINGTONSPRINGFIELDIL62702NONEEXEMPTUNRESTRICTED$3,000
CATHOLIC CHILDREN'S HOME
1400 STATE STREETALTONIL62002NONEEXEMPTUNRESTRICTED$2,000
CRISIS FOOD CENTER
21 E 6TH STREETALTONIL62002NONEEXEMPTUNRESTRICTED$2,000
ECHO ACADEMY - LCCCF
5800 GODFREY ROADGODFREYIL62035NONEEXEMPTUNRESTRICTED$250
KINGS HOUSE RETREAT
700 N 66TH STBELLEVILLEIL62223NONEEXEMPTUNRESTRICTED$1,000
LEWIS & CLARK COM COLLEGE
SCHOLARSHIP FNDNGODFREYIL62035NONEEXEMPTCOLLEGE SCHOLARSHIPS$3,838
MARQUETTE CATHOLIC HIGH SCHOOL
219 E FOURTH STREETALTONIL62002NONEEXEMPTTHEATRE DEPT.$100
NEWMAN CATHOLIC CENTER
500 ROOSEVELT AVECHARLESTONIL61920NONEEXEMPTUNRESTRICTED$2,000
OASIS WOMEN'S CENTER
111 MARKET STREETALTONIL62002NONEEXEMPTUNRESTRICTED$2,000
PEO IL CHAPTER
3700 GRAND AVEDES MOINESIA50312NONEEXEMPTUNRESTRICTED$100
RIVER BEND HEAD START
550 LANDMARKS BLVDALTONIL62002NONEEXEMPTUNRESTRICTED$2,000
ST AMBROSE CHURCH & SCHOOL
820 W HOMER ADAMS PKWYGODFREYIL62035NONEEXEMPTUNRESTRICTED$19,250
ST MATTHEW CHURCH
1000 E SHAUMBURG ROADSHAUMBURGIL60194NONEEXEMPTUNRESTRICTED$100
THE NATURE INSTITUE
2213 SOUTH LEVIS LANEGODFREYIL62035NONEEXEMPTUNRESTRICTED$2,000
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STREETST LOUISMO63101NONEEXEMPTUNRESTRICTED$2,000
WHITE CROSS AUXILLARY
1 MEMORIAL DRALTONIL62002NONEEXEMPTUNRESTRICTED$250
WREATH ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623NONEEXEMPTUNRESTRICTED$100
ST PETERS FLAG
820 W HOMER ADAMS PARKWAYGODFREYIL62035NONEEXEMPTUNRESTRICTED$36
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,024TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,657ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,508ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,037ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,572ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,774ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,774TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SCHEFFEL & COMPANY TAX PREP$820$820$820$0
BOOKKEEPER EXPENSE$1,358$1,358$1,358$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART XIV ENDOWMENT TESTFormAndLineReferenceDesc
Medium ExplanationDUE TO COVID, MANY PERFORMING ARTS CHARITIES (WHICH IS A FOCUS OF THIS FOUNDATION) WERE SHUT-DOWN AND DISTRIBUTIONSWERE PLACED ON HOLD UNTIL PUBLIC GATHERINGS ARE ABLE TORESUME.THIS FOUNDATION WAS NOT ABLE TO MEET THE ENDOWMENT TEST FOR 2021 BUT WILL MAKE-UP THE CONTRIBUTIONS TO THEPERFORMING ARTS AS SOON AS POSSIBLE.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC 6.3%$54,410$52,406
CITI 8.25% WORSTOF$100,000$97,150
BCS 9.25% WORSTOF$100,000$99,110
CS 9.4% WORSTOF$100,000$95,170
MS 12.7 WORSTOF$100,000$103,605

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE$16,933$710,280
ENTERPRISE PROD PARTNERS$26,332$21,960
GRANITE POINT MORTGAGE TRUST$6,216$3,876
TWO HARBORS INVESTMENT CORP$29,733$10,098
GAS LOG PARTNERS$46,464$51,334
WELLS FARGO CO DEP SH PFD CL A$100,000$103,200
GS 9.45% WORSTOF CONTINGENT DAILY CALLABLE$100,000$99,780
HSBC BUFFERED PLUS GDX$100,000$87,400

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MAINSTAY CBRE MEGATRENDS FDAT COST$50,000$48,250
WESTERN ASSET DIVERSIFIED INCMAT COST$100,000$91,550

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$779Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL ANNUAL FILING FEE$15$15$15$0
POST OFFICE BOX RENTAL$284$284$284$0
POSTAGE$53$53$53$0
OFFICE SUPPLIES$97$97$97$0
MISC$36$36$36$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENTERPRISE PRODUCTS PARTNERS-$613-$613-$613
CITI CICALL INDX$17,650$17,650$17,650

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PD WITH 2020 FORM 990-PFCategoryTxt
Amt$6,398Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$6,398AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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