LANS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LANS FOUNDATION (EIN 33-1035017)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202141379349100094
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)
Return2021-05-17T08:37:54-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390934985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BEST & FRIEDRICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1790 N WATER STREET SUITE 2500AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331035017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LANS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANSBusinessNameControlTxt
Phone8156239018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111164 WALTON DRIVEAddressLine1Txt
CityROSCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP61073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT J LANSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8156239018PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastLANSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH M ROBBPreparerPersonNm
PTINP01242149PTIN
Phone4142716560PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$6,324,334FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,303ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$37InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$93,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,492,469GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,288CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$389,155TotalRevAndExpnssAmt
Total Net Invst Incm$188,852TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,395LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,916LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$479LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$24,707OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,196TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,196TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$63OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,361TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$479TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,479TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$175,794ExcessRevenueOverExpensesAmt
Net Investment Income$185,740NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$247,192SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,320SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,320SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,953,511CorporateStockBOYAmt
Corporate Stock EOY$2,057,086CorporateStockEOYAmt
Corporate Stock EOYFMV$4,185,754CorporateStockEOYFMVAmt
Other Investments BOY$1,319,804OtherInvestmentsBOYAmt
Other Investments EOY$1,290,619OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,977,260OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,520,507TotalAssetsBOYAmt
Total Assets EOY$3,509,025TotalAssetsEOYAmt
Total Assets EOYFMV$6,324,334TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,129,948CapitalStockBOYAmt
Capital Stock EOY$1,129,948CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,390,559RetainedEarningBOYAmt
Retained Earning EOY$2,379,077RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,520,507TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,509,025TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,520,507TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,509,025TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,520,507TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$175,794ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,696,301SubtotalAmt
Other Decreases$187,276OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,509,025TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,479,647$1,397,181$82,466$82,466
CAPITAL GAINS DIVIDENDS$12,822$12,822$12,822P
FieldValueIRS element (for citing)
Capital Gain Net Income$95,288CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,582InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,582SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,824EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,824TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$758TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 AddressNONEWebsiteAddressTxt
Individual With BooksSCOTT J LANS TRUSTEEIndividualWithBooksNm
Phone8156239018PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111164 WALTON DRIVEAddressLine1Txt
CityROSCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP61073ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELAINE A LANS
11164 WALTON DRIVEROSCOEIL61073TRUSTEE1.00$0$0$0
SCOTT J LANS
11164 WALTON DRIVEROSCOEIL61073TRUSTEE1.00$0$0$0
BRUCE D LANS
342 INDIAN TRAILROCKTONIL61072TRUSTEE1.00$0$0$0
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)
Description1THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

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$4,901,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$224,996AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,126,230TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,126,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,049,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$252,467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$252,467MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,582TaxBasedOnInvestmentIncomeAmt
Total Tax$2,582TotalTaxAmt
Distributable Before Adj$249,885DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$249,885DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$249,885DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,479ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$185,479QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,479AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,885DistributableAsAdjustedAmt
Undistributed Income PY$184,452UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$185,479QualifyingDistributionsAmt
Applied To Year1$184,452AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,027AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$248,858UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELAINE A LANSContributingManagerNm
Contributing ManagerSCOTT J LANSContributingManagerNm
Contributing ManagerBRUCE D LANSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELOIT HISTORICAL SOCIETY
845 HACKETT STREETBELOITWI53511NONEPUBLICGENERAL CHARITABLE$5,000
BELOIT MEALS ON WHEELS
424 COLLEGE STBELOITWI53511NONEPUBLICGENERAL CHARITABLE$15,000
BELOIT REGIONAL HOSPICE
655 THIRD STREET SUITE 200BELOITWI53511NONEPUBLICGENERAL CHARITABLE$20,000
CARITAS FOUNDATION
2840 PRAIRIE AVEBELOITWI53511NONEPUBLICGENERAL CHARITABLE$15,000
FAMILY PROMISE OF GREATER BELOIT
655 BLUFF STREETBELOITWI53511NONEPUBLICGENERAL CHARITABLE$35,000
FAMILY SERVICES OF SOUTHERN WI & NORTHERN IL
416 COLLEGE STREETBELOITWI53511NONEPUBLICGENERAL CHARITABLE$60,000
GOLDIE B FLOBERG CENTER
58 W ROCKTON ROADROCKTONIL61072NONEPUBLICGENERAL CHARITABLE$1,000
OLD STONE CHURCH
101 E UNIONROCKTONIL61072NONEPUBLICGENERAL CHARITABLE$12,000
STATELINE COMMUNITY FOUNDATION
690 THIRD ST STE 110BELOITWI53511NONEPUBLICGENERAL CHARITABLE$22,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,000TotalGrantOrContriPdDurYrAmt
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$37ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,527ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$95,288ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$188,852ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$188,852TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRUCE D LANS
1342 INDIAN TRAILROCKTONIL61072$100,089Yes (X)Yes (X)
SCOTT J LANS
211164 WALTON DRIVEROSCOEIL61073$100,214Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1298 SHARES MASTERCARD$100,0892020-12-17
2289 SHARES MASTERCARD$100,2142020-12-29

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AGLIENT TECHNOLOGIES$78,583$142,188
ALPHABET$75,081$227,843
AMERICAN INTERNATIONAL GROUP$135,063$151,440
APPLE$20,186$540,712
BERKSHIRE HATHAWAY$117,789$133,325
CATERPILLAR$44,348$86,459
CHARLES SCHWAB CORP$71,157$84,864
CITIGROUP$91,192$141,818
EXXON MOBIL$38,274$220,115
FACEBOOK INC$99,722$136,580
GAMING & LEISURE$101,535$133,009
GENERAL MOTORS$134,448$172,806
GLENCORE$89,342$74,613
HCA HEALTHCARE INC$91,878$172,683
HERC HOLDINGS$92,770$166,025
HILTON WORLDWIDE HOLDINGS$79,552$122,386
HOWARD HUGHES CORP$70,447$55,251
KEURIG DR PEPPER INC$58,304$67,200
LIBERTY BROADBAND CORP$70,652$209,840
MASTERCARD$38,186$334,453
NETFLIX$56,984$108,146
ORACLE CORP$58,481$109,973
PINTEREST INC$46,851$171,340
POST HOLDINGS INC$58,563$70,707
REGENERATION PHARMCEUTICALS$47,747$77,298
TE CONNECTIVITY$27,664$90,803
THOR INDUSTRIES INC$70,666$69,742
WELLS FARGO$48,686$42,252
WORKDAY INC$42,935$71,883

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MKTS CORE EQUITY IAT COST$79,800$118,601
DFA EMERGING MKTS VALUEAT COST$28,000$28,535
DFA GLOBAL REAL ESTATE SEC PORTAT COST$31,251$35,500
DFA INTL SCAP VALUE PORTAT COST$57,101$82,908
DFA INTL SMALL COMPANY PORTAT COST$27,729$44,759
DFA INTL VALUE PORT III FUNDAT COST$5,222$6,733
DFA TAX MAMANGES INTL VALUEAT COST$95,700$140,225
DFA TAX MANAGED US MKT VALUE IIAT COST$129,100$187,203
DFA TAX MANAGED US TARGET VALUEAT COST$6,700$10,901
DFA US LCAP VALUE PORT III FDAT COST$1,703$5,113
DFA US MCAP PORT FUNDAT COST$16,339$47,059
ISHARES CORE MSCI EMER MARKETSAT COST$51,617$55,526
ISHARES GLOBAL REIT ETFAT COST$64,160$64,611
ISHARES MSCI USA MOM FACT ETFAT COST$6,366$6,452
ISHARES MSCI USA QUAL FACT ETFAT COST$6,287$6,392
SCHWAB FUND EMERGING MKTS LG COMAT COST$27,990$28,260
SCHWAB INTL SMALL CAP EQ ETFAT COST$56,930$89,607
VANGUARD INSTL DEV MARKETSAT COST$93,509$121,274
VANGUARD INSTL PLUS TOT STK MKT INDAT COST$181,700$408,957
VANGUARD INSTL SCAP VAL INDEXAT COST$74,702$162,345
VANGUARD INSTL VALUE INDAT COST$171,666$232,910
VANGUARD S&P SM CAP 600 INDAT COST$42,100$42,170
WISDOMTREE INTL SM CAP DVDAT COST$34,947$51,219

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTAX PLANNING FEESCategoryTxt
Legal Fees$2,395LegalFeesAmt
Net Investment Income$1,916NetInvestmentIncomeAmt
Disbursements Charitable Prps$479DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFF IN FMV & BOOK VALUE OF STOCK CONTRIBDesc
Amt$187,276Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ILLINOIS CHARITY BUREAU - ANNUAL REPORT FEE$15$0$0
BANK FEES$48$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$24,707Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,196Amt
Net Investment Income$1,196NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.