SALLY LORRAINE SEDLAK VAUGHAN IRRV CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SALLY LORRAINE SEDLAK VAUGHAN IRRV CHARITABLE TR (EIN 47-6299194)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-22
- IRS object ID
- 202113569349100501
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-22T07:30:37-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 ROBBINS ROAD STE 200A | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476299194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY LORRAINE SEDLAK VAUGHAN | BusinessNameLine1Txt |
| Business Name Line2 | IRREVOCABLE CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 2178917991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9071 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627919071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R LEE ALLEN TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2178917991 | PhoneNum |
| Signature | 2021-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | LEE ALLEN TRUSTEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASEY A TOM | PreparerPersonNm |
| PTIN | P00855911 | PTIN |
| Phone | 2177890960 | PhoneNum |
| Preparation | 2021-12-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,082,966 | 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 | $248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,177 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,286 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,143 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,143 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,584 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,450 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,334,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,328,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,883,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,126,304 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,128,437 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,128,372 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,558,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,527,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,082,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,558,354 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,527,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,558,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,527,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,558,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,527,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,558,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,527,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,527,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA ONE YEAR FIXED INCOME | P | 2014-07-30 | 2020-12-08 | $20,000 | $20,034 | -$34 | -$34 |
| DFA US CORE EQUITY II | P | 2014-07-30 | 2020-01-22 | $128,500 | $95,017 | $33,483 | $33,483 |
| ISHARES RUSSELL 1000 | P | 2019-08-26 | 2020-01-22 | $9,026 | $7,804 | $1,222 | $1,222 |
| FIDELITY L/T | P | 2014-07-30 | 2020-01-22 | $118,500 | $125,432 | -$6,932 | -$6,932 |
| CAPITAL GAINS DIVIDENDS | P | $145,438 | $145,438 | $145,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,635 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,635 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,637 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R LEE ALLEN TRUSTEE | IndividualWithBooksNm |
| Phone | 2178917991 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9071 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627919071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R LEE ALLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9071 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627919071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,286 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,223,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,540,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,540,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,457,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,272 | TotalTaxAmt |
| Distributable Before Adj | $269,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $269,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $269,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,443 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,443 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $23,400 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $23,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,141 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,141 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $20,259 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ILLINOIS HUMANE | |||||||
| PO BOX 512 | SPRINGFIELD | IL | 62705 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $65,000 |
| ANIMAL PROTECTIVE LEAGUE | |||||||
| 1001 TAINTOR RD | SPRINGFIELD | IL | 62702 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $17,000 |
| MACOUPIN COUNTY ADOPT A PET | |||||||
| 21640 STATE RTE 4 | CARLINVILLE | IL | 62626 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $30,000 |
| MASON COUNTY PETS WITHOUT PARENTS | |||||||
| 29926 IL-10 | MASON CITY | IL | 62664 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $10,000 |
| MENARD ANIMAL PROTECTION | |||||||
| 19376 SUNNY ACRES RD | PETERSBURG | IL | 62675 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $11,300 |
| PEORIA ANIMAL PROTECTION | |||||||
| 12600 NE PERRY AVE | PEORIA | IL | 61603 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $4,000 |
| PROTECTING ANIMAL WELFARE SOCIETY | |||||||
| 400 W WALNUT ST | JACKSONVILLE | IL | 62650 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $35,000 |
| QUINCY K-9 CONNECTION | |||||||
| 4526 COLUMBUS ROAD | QUINCY | IL | 62305 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $20,000 |
| SCOTT COUNTY DOG RESCUE | |||||||
| 333 WEST CHERRY STREET | WINCHESTER | IL | 62694 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $10,000 |
| TAZEWELL ANIMAL PROTECTION SOCIETY | |||||||
| 100 TAPS LN | PEKIN | IL | 61554 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $25,000 |
| WILD WOMEN IN LOVE WITH DOGS | |||||||
| 3309 ROBBINS RD 109 | SPRINGFIELD | IL | 62704 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $25,000 |
| HUMANE SOCIETY OF CENTRAL ILLINOIS | |||||||
| 423 N KAYS DR | NORMAL | IL | 61761 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 297098 | $605,308 | $607,759 |
| FIDELITY - 292439 | $523,129 | $520,613 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 297098 | $2,395,834 | $2,337,238 |
| FIDELITY - 292439 | $1,932,274 | $2,546,573 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $26,584 | Amt |
| Net Investment Income | $26,584 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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