WOODS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202211309349103381
- Schema version
- 2021v4.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T12:36:48-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton GeorgeCPA | PreparerPersonNm |
| PTIN | P00052565 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,306,878 | 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 | $1,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,368 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,368 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $692,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $692,136 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $692,136 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $131,918 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $131,918 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $131,918 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $122,367 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $468,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,773,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $468,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,294,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,294,401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $825,422 | 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 | $2,461 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,779 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $81,227 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,227 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,923 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,213 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,551 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $175,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,691 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $703,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $594,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $591,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,212,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $825,422 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,236,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $684,941 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $684,941 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,181,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,324,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,621,937 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,417,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,009,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,306,878 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $142 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $859 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $142 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $859 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,405,682 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,996,854 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,977 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,977 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,417,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,008,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,417,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,009,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,417,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $591,172 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,008,831 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,008,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 36401.224 COMMODITY STRATEGIES FUND | P | 2021-01-01 | 2021-04-15 | $159,437 | $245,570 | -$86,133 | -$86,133 |
| 68380.15 COMMODITY STRATEGIES FUND | P | 2001-01-01 | 2021-04-15 | $299,505 | $461,306 | -$161,801 | -$161,801 |
| 1106.195 EMERGING MARKETS S | P | 2009-01-15 | 2021-04-15 | $25,000 | $17,940 | $7,060 | $7,060 |
| 4112.825 EQUITY INCOME FUND CL S | P | 2001-01-01 | 2021-04-15 | $127,950 | $108,620 | $19,330 | $19,330 |
| 11412.338 GLOBAL EQUITY CLASS S | P | 2009-01-15 | 2021-04-15 | $105,450 | $98,651 | $6,799 | $6,799 |
| 371.747 GLOBAL REAL ESTATE SECURITIES S | P | 2009-01-15 | 2021-04-15 | $13,000 | $12,262 | $738 | $738 |
| 3219.671 INTERNATIONAL DEVELOPED MRKT CL S | P | 2008-09-04 | 2021-04-15 | $138,800 | $101,732 | $37,068 | $37,068 |
| 638.298 SUSTAINABLE EQUITY FUND CLASS S | P | 2009-01-15 | 2021-04-15 | $35,700 | $24,037 | $11,663 | $11,663 |
| 3111.611 US SMALL CAP EQ CL S | P | 2001-01-01 | 2021-04-15 | $117,650 | $71,280 | $46,370 | $46,370 |
| 2869.757 DFA INTL REAL ESTATE SEC PTF | P | 2012-09-24 | 2021-02-18 | $12,990 | $13,990 | -$1,000 | -$1,000 |
| 1830.664 DFA US MICRO CAP | P | 2017-09-25 | 2021-02-18 | $47,990 | $37,830 | $10,160 | $10,160 |
| 582.524 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2008-11-19 | 2021-02-18 | $17,990 | $12,837 | $5,153 | $5,153 |
| 282.372 DFA EMERGING MARKETS SMALL CAP | P | 2008-11-19 | 2021-02-18 | $6,990 | $3,664 | $3,326 | $3,326 |
| 520.587 DFA INTERNATIONAL SMALL CO | P | 2008-11-19 | 2021-02-18 | $10,990 | $6,717 | $4,273 | $4,273 |
| 550.551 DFA INTERNATIONAL SMALL CAP VALUE | P | 2008-11-19 | 2021-02-18 | $10,990 | $7,882 | $3,108 | $3,108 |
| 670.953 DFA EMERGING MARKETS PORTFOLIO | P | 2001-01-01 | 2021-02-18 | $23,990 | $13,088 | $10,902 | $10,902 |
| 1309.494 DFA US SMALL CAP VALUE PORTFOLIO | P | 2008-11-19 | 2021-02-18 | $51,990 | $30,213 | $21,777 | $21,777 |
| 821.304 DFA US LARGE CAP VALUE P | P | 2008-11-19 | 2021-02-18 | $32,990 | $13,883 | $19,107 | $19,107 |
| 1169.916 DFA INTERNATIONAL VALUE | P | 2008-11-19 | 2021-02-18 | $20,990 | $17,344 | $3,646 | $3,646 |
| 55.264 VANGUARD 500 INDEX | P | 2001-01-01 | 2021-02-18 | $19,976 | $5,655 | $14,321 | $14,321 |
| LONG-TERM CAPITAL GAIN DISTRIB | P | 2001-01-01 | 2021-01-01 | $493,112 | $493,112 | $493,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $468,979 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$86,133 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,859 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,859 | SubtotalAmt |
| Tax Based On Investment Income | $16,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $859 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2177351234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | $14,907,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,045,334 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,689,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,689,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,409,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $920,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $920,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,859 | TotalTaxAmt |
| Distributable Before Adj | $903,617 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $903,617 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $903,617 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $594,904 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $594,904 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,617 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $264,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,515 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $340,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $594,904 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $594,904 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $308,713 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $308,713 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $31,948 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE WOODS FOUNDATION | |||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | 2177351234 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE |
| THE ADI EDUCATION CENTER | |||||||
| 305 N KICKAPOO ST | LINCOLN | IL | 62656 | 2177326462 | NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER. | MARCH 1 | BASED ON FINANCIAL NEED,ACADEMIC ACHIEVEMENT, AND FAMILY ISSUES OR CIRCUMSTANCES THAT CAUSE AN OBSTACLE IN LIFE AND FUTURE CHANCE OF BEING ABLE TO ATTEND COLLEGE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| PO BOX 773 | LINCOLN | IL | 62656 | NONE | PC | Unrestricted | $5,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | NONE | PC | Unrestricted | $5,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 101 STATE STREET | PEORIA | IL | 61602 | NONE | PC | Unrestricted | $5,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME & UNRESTRICTED | $5,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | NONE | PC | UNRESTRICTED | $5,000 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| PO BOX 233 | BLOOMINGTON | IL | 61701 | NONE | PC | RENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS | $10,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $148,916 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL RENOVATION AND UNRESTRICTED | $10,000 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $3,800 |
| UNIV OF IL SPRINGFIELD | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | SCHOLARSHIPS | $7,340 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR CITIZENS OF LOGAN COUNTY INC | |||||||
| 2810 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $5,000 |
| ABRAHAM LINCOLN HEALTHCARE FOUNDATION | |||||||
| 200 STAHLHUT DRIVE | LINCOLN | IL | 62656 | NONE | PC | 10,000 UNRESTRICTED50,000 FOR RESTROOMS AT HEALTHY MARKET ON FAIRGROUNDS | $110,000 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | COLLEGE SCHOLARSHIPS | $12,563 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | COLLEGE SCHOLARSHIPS | $11,988 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | COLLEGE SCHOLARSHIPS | $12,165 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $239 |
| SAMANTHA JOHNSON | |||||||
| 1105 N STATE ST APT F3 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $414 |
| WHEATON COLLEGE | |||||||
| 501 E COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | COLLEGE SCHOLARSHIPS | $12,312 |
| EMMA COOPER | |||||||
| 330 1900TH STREET | NEWHOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $253 |
| KIERSTEN LITTLE | |||||||
| 1105 N STATE ST APT G1 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,198 |
| ROCKFORD UNIVERSITY | |||||||
| 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | COLLEGE SCHOLARSHIPS | $25,667 |
| SHAYLYN KAY INSELMANN | |||||||
| 401 N WASHINGTON ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $97 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $11,400 |
| EASTERN ILLINOIS UNIVERSITY | |||||||
| 600 LINCOLN AVE | CHARLESTON | IL | 61920 | NONE | GOV | COLLEGE SCHOLARSHIPS | $14,121 |
| ILLINOIS COLLEGE | |||||||
| 1101 WEST COLLEGE AVE | JACKSONVILLE | IL | 62650 | NONE | PC | COLLEGE SCHOLARSHIPS | $14,601 |
| MADISON BLAUM | |||||||
| 111 S VINE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIPS | $134 |
| UNIVERSITY OF IL FOUNDATION | |||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | GOV | UNRESTRICTED | $5,000 |
| BRYSON BECCUE | |||||||
| 276 1225TH AVE | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,130 |
| AUGUSTANA COLLEGE | |||||||
| 829 38TH ST | ROCK ISLAND | IL | 61201 | NONE | PC | COLLEGE SCHOLARSHIP | $23,387 |
| KRYSTINA SLACK | |||||||
| MAIL 4138 AUGUSTANA COLLEGE | ROCK ISLAND | IL | 61201 | NONE | I | COLLEGE SCHOLARSHIP | $430 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PC | COLLEGE SCHOLARSHIPS | -$12,736 |
| ILLINOIS CENTRAL COLLEGE | |||||||
| 1 COLLEGE DRIVE | EAST PEORIA | IL | 61635 | NONE | GOV | COLLEGE SCHOLARSHIPS | $3,272 |
| LINCOLN ECONOMIC ADVANCEMENT DEVELO | |||||||
| PO BOX 235 | LINCOLN | IL | 62656 | NONE | NC | UNRESTRICTED. | $40,000 |
| CENTRAL ILLINOIS VETERANS CENTER | |||||||
| 120 S MCLEAN | LINCOLN | IL | 62656 | NONE | NC | HOMES FOR VETERANS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,691 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,368 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692,136 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $122,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $468,979 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $815,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $468,979 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,284,850 | 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 | $5,779 | 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 | $3,384,637 | $4,440,779 |
| FIDELITY MUTUAL FUNDS | AT COST | $10,060,888 | $11,121,494 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $13,990 | $14,330 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,461 | 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 |
|---|---|---|
| DUES & SUBSCRIPTIONS | $10 | |
| FILING FEES | $15 | |
| INSURANCE | $1,700 | |
| Rental Expenses | $9,551 | $9,551 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT FOR WORK IN SCHOOLS | $22,000 | $0 | $0 | $22,000 |
| INVESTMENT MANAGEMENT FEES | $59,227 | $59,227 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $16,859 | ||
| FOREIGN TAX | $10,785 | $10,785 | |
| PAYROLL TAXES | $3,351 | $138 | $3,213 |
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