WOODS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202011619349100811
- Schema version
- 2019v5.0
- 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 | 2020-06-09T11:15:44-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton GeorgeCPA | PreparerPersonNm |
| PTIN | P00052565 | PTIN |
| Phone | 2177351576 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $17,326,906 | 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 | $4,384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,384 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,384 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $410,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,711 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $410,711 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $77,866 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $77,866 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $77,866 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $69,620 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $536,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,840,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537,404 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,763 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,029,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,030,365 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $494,724 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,600 | 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 | $5,068 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,068 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,216 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,965 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,246 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $798,976 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $798,976 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $967,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $886,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $958,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $494,724 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $385,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $700,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $700,578 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,930 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $1,662 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,215 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,215 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $14,570,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,321,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,623,113 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,962,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,025,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,326,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,951,583 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,366 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $11,977 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,962,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,025,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,962,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,025,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,962,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,257 | OtherIncreasesAmt |
| Subtotal | $15,025,630 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,025,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2.258 ACRES CRONIN FARMLAND | P | 2005-08-03 | 2019-12-19 | $136,500 | $30,463 | $106,037 | $106,037 |
| 1242.248 COMMODITY STRATEGIES FUND | P | 2011-08-29 | 2019-07-17 | $6,410 | $10,434 | -$4,024 | -$4,024 |
| 1332.623 EMERGING MARKETS S | P | 2011-08-29 | 2019-07-17 | $25,000 | $21,628 | $3,372 | $3,372 |
| 5877.015 EQUITY INCOME FUND CL S | P | 2009-01-15 | 2019-07-17 | $138,780 | $156,697 | -$17,917 | -$17,917 |
| 8505.35 GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2019-07-17 | $82,400 | $74,454 | $7,946 | $7,946 |
| 4124.118 GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2019-07-17 | $45,740 | $43,385 | $2,355 | $2,355 |
| 1151.823 GLOBAL REAL ESTATE SECURITIES S | P | 2009-01-15 | 2019-07-17 | $40,240 | $39,456 | $784 | $784 |
| 1668.811 INTERNATIONAL DEVELOPED MRKT CL S | P | 2008-09-04 | 2019-07-17 | $59,660 | $52,981 | $6,679 | $6,679 |
| 2283.030 OPPORTUNISTIC CREDIT FUND | P | 2011-08-29 | 2019-07-17 | $21,630 | $22,793 | -$1,163 | -$1,163 |
| 31032.486 STRATEGIC BOND FUND CL S | P | 2008-09-04 | 2019-07-17 | $330,750 | $323,436 | $7,314 | $7,314 |
| 3039.910 SUSTAINABLE EQUITY FUND CLASS S | P | 2008-09-04 | 2019-07-17 | $158,300 | $102,462 | $55,838 | $55,838 |
| 1126.795 US SMALL CAP EQ CL S | P | 2009-01-15 | 2019-07-17 | $30,790 | $26,102 | $4,688 | $4,688 |
| 3389.831 DFA INTL REAL ESTATE SEC PTF | P | 2012-09-24 | 2019-07-17 | $17,990 | $17,840 | $150 | $150 |
| 3974.329 DFA INFLATION PROTECTED SEC PTF | P | 2013-01-22 | 2019-07-17 | $46,230 | $49,836 | -$3,606 | -$3,606 |
| 958.379 DFA US LARGE CAP VALUE P | P | 2013-01-22 | 2019-07-17 | $34,990 | $16,199 | $18,791 | $18,791 |
| 5114.267 DFA INTERM GOVT FIXED | P | 2008-04-17 | 2019-07-17 | $63,080 | $61,628 | $1,452 | $1,452 |
| 2727.273 DFA FIVE YEAR GLOBAL FIXED INCOME | P | 2004-09-30 | 2019-01-10 | $28,790 | $29,143 | -$353 | -$353 |
| 4434.332 DFA INVESTMENT GRADE PTF | P | 2017-05-03 | 2019-07-17 | $47,680 | $47,990 | -$310 | -$310 |
| 2232.863 PAY FUNDS LOW DURATION | P | 2007-02-07 | 2019-01-10 | $22,150 | $22,331 | -$181 | -$181 |
| 1141.507 VANGUARD REIT INDEX | P | 2017-05-03 | 2019-05-02 | $140,656 | $77,768 | $62,888 | $62,888 |
| 319.350 VANGUARD 500 INDEX | P | 2007-10-03 | 2019-07-17 | $87,976 | $32,676 | $55,300 | $55,300 |
| 1018.330 DFA REAL ESTATE PT | P | 2019-05-03 | 2019-07-17 | $39,990 | $39,107 | $883 | $883 |
| LONG-TERM CAPITAL GAIN DISTRIB | P | 2007-01-01 | 2019-12-31 | $228,344 | $228,344 | $228,344 | |
| 49.157 VANGUARD REIT INDEX | P | 2019-01-01 | 2019-05-02 | $6,057 | $5,177 | $880 | $880 |
| Wash Sale | $1,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537,404 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,763 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,354,365 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,817,470 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $829,831 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,452,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04755 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $772,503 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,580,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04659 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $759,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,668,388 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $719,849 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,285,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04164 | DistributionYr5Rt |
| Total Distribution | 0.261865 | TotalDistributionRt |
| Average Distribution | 0.052373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,386,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $858,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $867,786 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $886,246 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,585 | SubtotalAmt |
| Tax Based On Investment Income | $9,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,215 | OverpaymentAmt |
| Applied To ES Tax | $3,215 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2177351234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 | $12,000 |
| 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 | $13,165,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,932,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,635,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,635,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,386,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $819,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $819,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,585 | TotalTaxAmt |
| Distributable Before Adj | $809,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $809,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $809,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $886,246 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $886,246 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,585 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $876,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $809,731 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $538,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $886,246 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $809,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,515 | RemainingDistriFromCorpusAmt |
| Total Corpus | $614,882 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $614,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $538,367 | ExcessFromYear1Amt |
| Excess From Current Year | $76,515 | ExcessFromCurrentYearAmt |
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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| PO BOX 773 | LINCOLN | IL | 62656 | NONE | PC | Unrestricted | $5,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | NONE | PC | Unrestricted | $5,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 101 STATE STREET | PEORIA | IL | 61602 | NONE | PC | Unrestricted | $5,000 |
| CHRISTIAN HOMES INC | |||||||
| 200 N Postville Drive | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME & UNRESTRICTED | $105,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | 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 | $175,488 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL RENOVATION AND UNRESTRICTED | $110,000 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | PC | LOGAN COUNTY 5TH GRADE FIELD TRIP | $18,892 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | COLLEGE SCHOLARSHIPS | $7,705 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR CITIZENS OF LOGAN COUNTY INC | |||||||
| 2810 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $5,000 |
| ABRAHAM LINCOLN HEALTHCARE FOUNDATION | |||||||
| 200 STAHLHUT DRIVE | LINCOLN | IL | 62656 | NONE | PC | 10,000 UNRESTRICTED50,000 FOR RESTROOMS AT HEALTHY MARKET ON FAIRGROUNDS | $60,000 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | COLLEGE SCHOLARSHIPS | $4,085 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | COLLEGE SCHOLARSHIPS | $19,368 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | COLLEGE SCHOLARSHIPS | $9,710 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,055 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $290 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | COLLEGE SCHOLARSHIPS | $13,509 |
| KYLE RAMLOW | |||||||
| 1739 600TH AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $5,339 |
| CORBAN UNIVERSITY | |||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | COLLEGE SCHOLARSHIPS | $15,913 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $770 |
| LINCOLN COMMUNITY THEATER | |||||||
| PO BOX 61 | LINCOLN | IL | 62656 | NONE | PC | SOUND SYSTEM | $20,000 |
| LINCOLN F C | |||||||
| 1275 2300TH AVENUE | KENNEY | IL | 61749 | NONE | PC | YOUTH FOOTBALL | $5,000 |
| METHODIST COLLEGE | |||||||
| 7600 N ACADEMIC DRIVE | PEORIA | IL | 61615 | NONE | PC | COLLEGE SCHOLARSHIPS | $4,056 |
| MIKAYLA MEYER | |||||||
| 218 W JASPER | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $100 |
| SAMANTHA JOHNSON | |||||||
| 1105 N STATE ST APT F3 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,433 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | COLLEGE SCHOLARSHIPS | $5,482 |
| ALEXIS BYRNE | |||||||
| 520 N SCOTT ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,552 |
| EUREKA COLLEGE | |||||||
| 300 EAST COLLEGE AVE | EUREKA | IL | 61530 | NONE | PC | COLLEGE SCHOLARSHIPS | $15,577 |
| GREENVILLE UNIVERSITY | |||||||
| 315 EAST COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $13,144 |
| WHEATON COLLEGE | |||||||
| 501 E COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | COLLEGE SCHOLARSHIPS | $37,745 |
| ASHLEY HALL | |||||||
| 1907 2150TH AVE | BEASON | IL | 62512 | NONE | I | COLLEGE SCHOLARSHIP | $1,005 |
| EMMA COOPER | |||||||
| 330 1900TH STREET | NEWHOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $248 |
| KIERSTEN LITTLE | |||||||
| 1105 N STATE ST APT G1 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,482 |
| ROCKFORD UNIVERSITY | |||||||
| 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | COLLEGE SCHOLARSHIPS | $35,729 |
| SHAYLYN KAY INSELMANN | |||||||
| 401 N WASHINGTON ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $114 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $20,000 |
| DANIELLE MILLER | |||||||
| 420 S MARION ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $586 |
| EASTERN ILLINOIS UNIVERSITY | |||||||
| 600 LINCOLN AVE | CHARLESTON | IL | 61920 | NONE | GOV | COLLEGE SCHOLARSHIPS | $5,232 |
| ILLINOIS COLLEGE | |||||||
| 1101 WEST COLLEGE AVE | JACKSONVILLE | IL | 62650 | NONE | PC | COLLEGE SCHOLARSHIPS | $11,289 |
| TRICOCI UNIVERSITY OF BEAUTY CULTURE | |||||||
| 6625 N AVONDALE AVE | CHICAGO | IL | 60631 | NONE | NC | COLLEGE SCHOLARSHIPS | $10,238 |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | NONE | GOV | COLLEGE SCHOLARSHIPS | $3,694 |
| LILY FUHRER | |||||||
| 411 E 7TH ST | DELAVAN | IL | 61734 | NONE | I | COLLEGE SCHOLARSHIP | $1,075 |
| MADISON BLAUM | |||||||
| 111 S VINE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIPS | $50 |
| MICHAEL BRASSFIELD | |||||||
| 1105 N STATE ST APT G5 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIPS | $21 |
| UNIVERSITY OF IL FOUNDATION | |||||||
| 1305 WEST GREEN ST | URBANA | IL | 61801 | NONE | GOV | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $798,976 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,384 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,711 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $69,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $536,147 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,020,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,862 | 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 | $5,068 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,068 | 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 | $3,256,931 | $3,902,664 |
| FIDELITY MUTUAL FUNDS | AT COST | $9,187,695 | $9,795,886 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $11,977 | $11,729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $25 | $25 | |
| INSURANCE | $1,722 | $1,722 | |
| OFFICE SUPPLIES | $2,650 | $2,650 | |
| Rental Expenses | $8,246 | $8,246 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT & PY WASH SALES DISALLOWED | Desc |
| Amt | $1,257 | 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 | $52,991 | $52,991 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $9,585 | ||
| FOREIGN TAX | $8,032 | $8,032 | |
| PAYROLL TAXES | $4,149 | $184 | $3,965 |
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