WOODS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-10
- IRS object ID
- 202121619349101207
- Schema version
- 2020v4.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-10T09:31:04-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-07 | 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 | 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 | $17,899,122 | 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 | $2,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $305,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,621 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $305,621 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $87,484 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $87,484 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $87,484 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $78,186 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $602,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,138,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $602,208 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $997,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $997,419 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $395,211 | 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 | $6,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,313 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,999 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,093 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $445,311 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $445,311 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $924,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $395,211 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $700,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,236,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,236,511 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,215 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $14,321,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,181,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,662,611 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,025,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,417,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,899,122 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $142 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $142 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,013,653 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,977 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $11,977 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,025,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,417,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,025,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,417,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,025,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $167 | OtherIncreasesAmt |
| Subtotal | $15,417,659 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,417,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5530.973 COMMODITY STRATEGIES FUND | P | 2011-08-29 | 2020-08-18 | $25,000 | $41,894 | -$16,894 | -$16,894 |
| 2698.327 EMERGING MARKETS S | P | 2009-01-15 | 2020-08-18 | $50,000 | $43,684 | $6,316 | $6,316 |
| 4884.005 EQUITY INCOME FUND CL S | P | 2001-01-01 | 2020-08-18 | $120,000 | $128,903 | -$8,903 | -$8,903 |
| 13933.548 GLOBAL EQUITY CLASS S | P | 2001-01-01 | 2020-08-18 | $130,000 | $122,468 | $7,532 | $7,532 |
| 1614.639 GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2020-08-18 | $15,000 | $16,617 | -$1,617 | -$1,617 |
| 516.351 GLOBAL REAL ESTATE SECURITIES S | P | 2009-01-15 | 2020-08-18 | $15,000 | $17,033 | -$2,033 | -$2,033 |
| 5540.974 INTERNATIONAL DEVELOP MKT CL I | P | 2008-09-04 | 2020-08-18 | $190,000 | $174,624 | $15,376 | $15,376 |
| 1098.901 OPPORTUNISTIC CREDIT FUND | P | 2011-08-29 | 2020-08-18 | $10,000 | $10,927 | -$927 | -$927 |
| 38044.444 STRATEGIC BOND FUND CL S | P | 2008-09-04 | 2020-04-27 | $428,000 | $397,760 | $30,240 | $30,240 |
| 2301.701 SUSTAINABLE EQUITY FUND CLASS S | P | 2001-01-01 | 2020-01-01 | $117,500 | $82,176 | $35,324 | $35,324 |
| 2794.411 US SMALL CAP EQ CL I | P | 2009-01-15 | 2020-08-18 | $70,000 | $63,896 | $6,104 | $6,104 |
| 9.107 STRATEGIC BOND FUND CL S | P | 2015-08-17 | 2020-04-06 | $100 | $100 | ||
| 3293.651 DFA INFLATION PROTECTED SEC PTF | P | 2013-01-22 | 2020-04-24 | $41,490 | $41,298 | $192 | $192 |
| 2352.941 DFA US MICRO CAP | P | 2017-09-25 | 2020-08-18 | $43,990 | $48,621 | -$4,631 | -$4,631 |
| 905.888 DFA EMERGING MARKETS SMALL CAP | P | 2008-11-19 | 2020-08-18 | $17,990 | $11,755 | $6,235 | $6,235 |
| 1427.756 DFA INTERNATIONAL SMALL CO | P | 2001-01-01 | 2020-08-18 | $24,990 | $18,422 | $6,568 | $6,568 |
| 1265.823 DFA INTERNATIONAL SMALL CAP VALUE | P | 2008-11-19 | 2020-08-18 | $20,990 | $18,122 | $2,868 | $2,868 |
| 1676.177 DFA US SMALL CAP VALUE PORTFOLIO | P | 2001-01-01 | 2020-08-18 | $46,990 | $38,673 | $8,317 | $8,317 |
| 738.007 DFA US LARGE CAP VALUE P | P | 2008-11-19 | 2020-08-18 | $23,990 | $12,475 | $11,515 | $11,515 |
| 5399.568 DFA INTERM GOVT FIXED | P | 2008-04-17 | 2020-04-24 | $74,990 | $65,066 | $9,924 | $9,924 |
| 3614.458 DFA FIVE YEAR GLOBAL FIXED INCOME | P | 2001-01-01 | 2020-04-24 | $38,990 | $38,623 | $367 | $367 |
| 4013.664 DFA INVESTMENT GRADE PTF | P | 2017-05-03 | 2020-04-24 | $46,990 | $43,489 | $3,501 | $3,501 |
| 2806.297 DFA INTERNATIONAL VALUE | P | 2001-01-01 | 2020-08-18 | $40,990 | $41,602 | -$612 | -$612 |
| 3571.429 PAY FUNDS LOW DURATION | P | 2007-07-07 | 2020-04-24 | $35,500 | $35,719 | -$219 | -$219 |
| 223.293 VANGUARD 500 INDEX | P | 2007-10-03 | 2020-08-18 | $69,976 | $22,848 | $47,128 | $47,128 |
| LONG-TERM CAPITAL GAIN DISTRIB | P | 2001-01-01 | 2020-01-01 | $440,370 | $440,370 | $440,370 | |
| Wash Sale | $167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $602,208 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,857 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,857 | SubtotalAmt |
| Tax Based On Investment Income | $12,857 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,857 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,857 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $12,702,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $774,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,912,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,389,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,389,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,143,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $807,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $807,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,857 | TotalTaxAmt |
| Distributable Before Adj | $794,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $794,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $794,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,104 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $520,104 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $520,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $794,325 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $538,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,515 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $614,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $520,104 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $520,104 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $274,221 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $274,221 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $340,661 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $340,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $264,146 | ExcessFromYear2Amt |
| Excess From Year1 | $76,515 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE WOODS FOUNDATION | |||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | 2177351234 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE |
| THE ADI EDUCATION CENTER | |||||||
| 305 N KICKAPOO ST | LINCOLN | IL | 62656 | 2177326462 | NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER. | MARCH 1 | BASED ON FINANCIAL NEED,ACADEMIC ACHIEVEMENT, AND FAMILY ISSUES OR CIRCUMSTANCES THAT CAUSE AN OBSTACLE IN LIFE AND FUTURE CHANCE OF BEING ABLE TO ATTEND COLLEGE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| PO BOX 773 | LINCOLN | IL | 62656 | NONE | PC | Unrestricted | $5,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | NONE | PC | Unrestricted | $5,000 |
| JUNIOR ACHIEVEMENT OF CENT IL | |||||||
| 4450 N PROSPECT RD STE C4 | PEORIA HEIGHTS | IL | 61616 | NONE | PC | CLASSROOM PROGRAMS IN LOGAN COUNTY | $7,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $137,747 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL RENOVATION AND UNRESTRICTED | $100,000 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | PC | LOGAN COUNTY 5TH GRADE FIELD TRIP | $18,477 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | COLLEGE SCHOLARSHIPS | $1,533 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | COLLEGE SCHOLARSHIPS | $2,119 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | COLLEGE SCHOLARSHIPS | $8,451 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | COLLEGE SCHOLARSHIPS | $6,663 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $7,029 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $273 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | COLLEGE SCHOLARSHIPS | $11,511 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $749 |
| METHODIST COLLEGE | |||||||
| 7600 N ACADEMIC DRIVE | PEORIA | IL | 61615 | NONE | PC | COLLEGE SCHOLARSHIPS | $5,834 |
| SAMANTHA JOHNSON | |||||||
| 1105 N STATE ST APT F3 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $976 |
| ALEXIS BYRNE | |||||||
| 520 N SCOTT ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $503 |
| EUREKA COLLEGE | |||||||
| 300 EAST COLLEGE AVE | EUREKA | IL | 61530 | NONE | PC | COLLEGE SCHOLARSHIPS | $8,617 |
| GREENVILLE UNIVERSITY | |||||||
| 315 EAST COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $7,547 |
| WHEATON COLLEGE | |||||||
| 501 E COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | COLLEGE SCHOLARSHIPS | $12,046 |
| ASHLEY HALL | |||||||
| 1907 2150TH AVE | BEASON | IL | 62512 | NONE | I | COLLEGE SCHOLARSHIP | $2,122 |
| EMMA COOPER | |||||||
| 330 1900TH STREET | NEWHOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $1,014 |
| KIERSTEN LITTLE | |||||||
| 1105 N STATE ST APT G1 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $479 |
| ROCKFORD UNIVERSITY | |||||||
| 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | COLLEGE SCHOLARSHIPS | $22,296 |
| DANIELLE MILLER | |||||||
| 420 S MARION ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $225 |
| EASTERN ILLINOIS UNIVERSITY | |||||||
| 600 LINCOLN AVE | CHARLESTON | IL | 61920 | NONE | GOV | COLLEGE SCHOLARSHIPS | $11,445 |
| ILLINOIS COLLEGE | |||||||
| 1101 WEST COLLEGE AVE | JACKSONVILLE | IL | 62650 | NONE | PC | COLLEGE SCHOLARSHIPS | $14,502 |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | NONE | GOV | COLLEGE SCHOLARSHIPS | $4,297 |
| MICHAEL BRASSFIELD | |||||||
| 1105 N STATE ST APT G5 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIPS | $216 |
| BRYSON BECCUE | |||||||
| 276 1225TH AVE | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $300 |
| AURORA BAUER | |||||||
| 1042 E MORTON AVE LOT 9 | JACKSONVILLE | IL | 62650 | NONE | I | COLLEGE SCHOLARSHIP | $500 |
| AUGUSTANA COLLEGE | |||||||
| 829 38TH ST | ROCK ISLAND | IL | 61201 | NONE | PC | COLLEGE SCHOLARSHIP | $12,796 |
| KRYSTINA SLACK | |||||||
| MAIL 4138 AUGUSTANA COLLEGE | ROCK ISLAND | IL | 61201 | NONE | I | COLLEGE SCHOLARSHIP | $93 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PC | COLLEGE SCHOLARSHIPS | $25,531 |
| ILLINOIS CENTRAL COLLEGE | |||||||
| 1 COLLEGE DRIVE | EAST PEORIA | IL | 61635 | NONE | GOV | COLLEGE SCHOLARSHIPS | $2,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $445,311 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,621 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $78,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $602,041 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $385,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $602,041 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $987,954 | 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 | $5,313 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,313 | 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 | $2,040,000 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | $236,500 | $499,000 |
| MUTUAL FUNDS WITH AMERITRADE | AT COST | $3,122,144 | $3,865,607 |
| FIDELITY MUTUAL FUNDS | AT COST | $9,181,099 | $9,871,505 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $12,813 | $12,665 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,560 | $1,560 | |
| FILING FEES | $25 | $25 | |
| INSURANCE | $1,612 | $1,612 | |
| Rental Expenses | $9,298 | $9,298 | |
| SOFTWARE | $750 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT & PY WASH SALES DISALLOWED | Desc |
| Amt | $167 | Amt |
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 | $52,332 | $52,332 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $12,857 | ||
| FOREIGN TAX | $8,861 | $8,861 | |
| PAYROLL TAXES | $3,231 | $138 | $3,093 |
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