VIRGINIA M LONG CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VIRGINIA M LONG CHARITABLE FOUNDATION (EIN 43-0871463)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202141349349102759
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T15:51:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-10SignatureDt
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
Preparation2021-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,574,777FMVAssetsEOYAmt
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$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$14InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,406DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,406DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,406DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$502,404NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$801,030GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$502,404CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,232NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$14,757OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,757OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$14,757OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$530,581TotalRevAndExpnssAmt
Total Net Invst Incm$530,581TotalNetInvstIncmAmt
Total Adj Net Incm$34,409TotalAdjNetIncmAmt
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$2,211AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,211AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,211AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$845TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$845TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$285OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$285OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$285OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,341TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$10,341TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,053ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,053ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,496TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$10,341TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$36,053TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$484,187ExcessRevenueOverExpensesAmt
Net Investment Income$521,085NetInvestmentIncomeAmt
Adjusted Net Income$24,068AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,299SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$620,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$620,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$354,027CorporateStockBOYAmt
Corporate Stock EOY$229,791CorporateStockEOYAmt
Corporate Stock EOYFMV$696,493CorporateStockEOYFMVAmt
Corporate Bonds BOY$134,410CorporateBondsBOYAmt
Corporate Bonds EOY$154,410CorporateBondsEOYAmt
Corporate Bonds EOYFMV$159,720CorporateBondsEOYFMVAmt
Other Investments BOY$100,000OtherInvestmentsBOYAmt
Other Investments EOY$100,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$97,860OtherInvestmentsEOYFMVAmt
Total Assets BOY$613,736TotalAssetsBOYAmt
Total Assets EOY$1,104,905TotalAssetsEOYAmt
Total Assets EOYFMV$1,574,777TotalAssetsEOYFMVAmt
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$613,736RetainedEarningBOYAmt
Retained Earning EOY$1,104,905RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$613,736TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,104,905TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$613,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,104,905TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$613,736TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$484,187ExcessRevenueOverExpensesAmt
Other Increases$6,982OtherIncreasesAmt
Subtotal$1,104,905SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,104,905TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtDepreciationDepreciationAmt
CITI CICALL2020-05-292020-12-03$100,000$100,000$0$0
APPLE2008-02-222020-12-28$526,030$18,626$507,404$507,404
CS CI WO INCICES2018-05-312020-12-03$40,000$40,000$0$0
CS CI WO INCICES2018-05-312020-12-03$40,000$40,000$0$0
BCS PPARS2020-01-032020-05-20$6,232$6,232$6,232
BCS PPARS2018-05-152020-05-20$88,768$100,000-$11,232-$11,232$0
FieldValueIRS element (for citing)
Capital Gain Net Income$502,404CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,232NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$845EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$845TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,398TaxDueAmt

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$11,200 GRANTS TO ST. AMBROSE CHURCH, ST. AMBROSE SCHOOL,ST. AMBROSE VINCENT DE PAUL, ST. AMBROSE MISCDescription1Txt
Expenses1$11,200Expenses1Amt
Description2$1,838 GRANT TO LEWIS AND CLARK COMMUNITY COLLEGE, GODFREY IL FOR SCHOLARSHIPS & $2,100 UNRESTRICTEDDescription2Txt
Expenses2$3,938Expenses2Amt
Description3$3,000 GRANT TO CATHOLIC SERVICE APPEALDescription3Txt
Expenses3$3,000Expenses3Amt
Description4SENIOR SERVICES PLUS $500CATHOLIC CHILDREN'S HOME $2,500CRISIS FOOD CENTER $3,000Description4Txt
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$1,282,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,282,920TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,282,920AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,244CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,263,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,053ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$36,053QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,053AdjustedQualifyingDistriAmt

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$24,068CurrentYearAmt
Year1$30,754Year1Amt
Year2$29,867Year2Amt
Year3$19,679Year3Amt
Total$104,368TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$20,458CurrentYearAmt
Year1$26,141Year1Amt
Year2$25,387Year2Amt
Year3$16,727Year3Amt
Total$88,713TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$36,053CurrentYearAmt
Year1$32,993Year1Amt
Year2$24,878Year2Amt
Year3$26,348Year3Amt
Total$120,272TotalAmt

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$36,053CurrentYearAmt
Year1$32,993Year1Amt
Year2$24,878Year2Amt
Year3$26,348Year3Amt
Total$120,272TotalAmt

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$42,123CurrentYearAmt
Year1$32,542Year1Amt
Year2$31,153Year2Amt
Year3$25,964Year3Amt
Total$131,782TotalAmt

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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTON MEMORIAL HOSPITAL FOUNDATION
ONE MEMORIAL DRIVEALTONIL62002NONEEXEMPTUNRESTRICTED$250
ALTON SYMPHONY ORCHESTRA
5800 GODFREY ROADGODFREYIL62002NONEEXEMPTUNRESTRICTED$100
BOYS AND GIRLS CLUB
324 E CENTRAL STREETBETHALTOIL62010NONEEXEMPTUNRESTRICTED$1,000
CATHOLIC CHILDREN'S HOME
1400 STATE STREETALTONIL62002NONEEXEMPTUNRESTRICTED$2,500
CRISIS FOOD CENTER
21 E 6TH STREETALTONIL62002NONEEXEMPTUNRESTRICTED$3,000
DIOCEASE & AN CATH SERV APPEAL
1615 W WASHINGTON STSPRINGFIELDIL62708NONEEXEMPTUNRESTRICTED$3,000
ECHO ACADEMY - LCCCF
5800 GODFREY ROADGODFREYIL62035NONEEXEMPTUNRESTRICTED$250
GUARDIAN ANGEL
MKILITARY WAYGATESVILLETX76528NONEEXEMPTUNRESTRICTED$2,000
HEAD START
BROADWAYALTONIL62002NONEEXEMPTUNRESTRICTED$1,000
LCCC FOUNDATION GWC ENDOWMENT
5800 GODFREY ROADGODFREYIL62035NONEEXEMPT224 - 05/07/21 10:25AM WORKSHEET PRIVATE FOUNDATION$1,838
LEWIS & CLARK COM COLLEGE
SCHOLARSHIP FNDNGODFREYIL62035NONEEXEMPTCOLLEGE SCHOLARSHIPS$2,100
NEWMAN CATHOLIC CENTER
500 ROOSEVELT AVECHARLESTONIL61920NONEEXEMPTUNRESTRICTED$1,000
OASIS WOMEN'S CENTER
111 MARKET STREETALTONIL62002NONEEXEMPTUNRESTRICTED$2,000
OPERATION BLESSING
18 E LORENO AVEWOOD RIVERIL62095NONEEXEMPTUNRESTRICTED$1,000
PEO IL CHAPTER
3700 GRAND AVEDES MOINESIA50312NONEEXEMPTUNRESTRICTED$215
SENIOR SERVICES PLUS
2603 N ROGERSALTONIL62002NONEEXEMPTUNRESTRICTED$500
ST AMBROSE CHURCH & SCHOOL
820 W HOMER ADAMS PKWYGODFREYIL62035NONEEXEMPTUNRESTRICTED$11,200
THE NATURE INSTITUE
2213 SOUTH LEVIS LANEGODFREYIL62035NONEEXEMPT224 - 04/29/21 09:09AM WORKSHEET PRIVATE FOUNDATION$1,000
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STREETST LOUISMO63101NONEEXEMPTUNRESTRICTED$2,000
WREATH ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623NONEEXEMPTUNRESTRICTED$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,053TotalGrantOrContriPdDurYrAmt
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$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,406ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$502,404ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$530,581ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,581TotalIncomeProducingActyAmt

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$790$790$790$0
BOOKKEEPER EXPENSE$1,421$1,421$1,421$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 2020 BUT WILL MAKE-UP THE CONTRIBUTIONS TO THEPERFORMING ARTS AS SOON AS POSSIBLE.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC 6.3%$54,410$54,200
WELLS FARGO CO DEP SH PFD CL A$100,000$105,520

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE$16,933$530,760
ENTERPRISE PROD PARTNERS$26,332$19,590
GRANITE POINT MORTGAGE TRUST$6,216$3,307
MS DUAL DIRECTION TRIGGER PLUS$50,000$49,188
TWO HARBORS INVESTMENT CORP$30,310$11,148
GAS LOG PARTNERS$50,000$29,220
AXA EQUITABLE HLDG$50,000$53,280

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGS 9.45% WORSTOF CONTINGENT DAILY CALLABLECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$100,000BookValueAmt
EOYFMV$97,860EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL ANNUAL FILING FEE$23$23$23$0
POST OFFICE BOX RENTAL$226$226$226$0
POSTAGE$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-$1,858-$1,858-$1,858
JPM CI WO INDICES$16,615$16,615$16,615

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$6,982Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PD WITH 2019 FORM 990-PFCategoryTxt
Amt$845Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$845AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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