CFM FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CFM FOUNDATION (EIN 37-6026254)
Tax period
2019-04-01 to 2020-03-31
Filed
2020-07-28
IRS object ID
202012109349300416
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-28T10:27:58-05:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363077757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRAY HUNTER STENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAINE STAddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376026254EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CFM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCFMFBusinessNameControlTxt
Phone2172228636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREET SUITE 301AddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDELMER R MITCHELLPersonNm
Person TitleDIRECTOR - PRESIDENTPersonTitleTxt
Phone2172424094PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A MCPHERSON CPAPreparerPersonNm
PTINP00917157PTIN
Phone2172220304PhoneNum
Preparation2020-07-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.138.22.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-28IPDt
IP Tm10:27:58IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id000F8DA53ED6503F95BA25A9AA58C202F61F4C95AtSubmissionCreationDeviceId
At Submission Filing Device Id2BE353FB2307F31039FDCCB65331A33EA6E48E3AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE MOORMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDELMER R MITCHELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREETAddressLine1Txt
Address Line2SUITE 301AddressLine2Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,834,220GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE GRANTS TO PUBLIC CHARITIESActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,200,365PYInvestmentIncomeAmt
CY Investment Income$5,887,682CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,200,365PYTotalRevenueAmt
CY Total Revenue$5,887,682CYTotalRevenueAmt
PY Grants And Similar Paid$3,548,547PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,843,620CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$32,295PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,407CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$795,141PYOtherExpensesAmt
CY Other Expenses$824,499CYOtherExpensesAmt
PY Total Expenses$4,375,983PYTotalExpensesAmt
CY Total Expenses$5,702,526CYTotalExpensesAmt
PY Revenues Less Expenses$1,824,382PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$185,156CYRevenuesLessExpensesAmt
Total Assets BOY$96,920,469TotalAssetsBOYAmt
Total Assets EOY$86,756,949TotalAssetsEOYAmt
Total Liabilities BOY$1,063,793TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,022,568TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$95,856,676NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,734,381NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE GRANTS TO PUBLIC CHARITIESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,843,620ExpenseAmt
Grant$4,843,620GrantAmt
DescGRANTS PROVIDED TO PUBLIC CHARITIESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescGRANTS PROVIDED TO PUBLIC CHARITIESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,843,620TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHARON M TWEEDELLPersonNm
Phone2172228636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 SOUTH 5TH STREET SUITE 301AddressLine1Txt
CityQUINCYCityNm
State AbbreviationILStateAbbreviationCd
ZIP62301ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROBERT B BLACK
DIRECTORYes (X)$0$0$0
MICHAEL R HULSEN
DIRECTORYes (X)$0$0$0
JOHN G STEVENSON JR
DIRECTORYes (X)$0$0$0
DELMER R MITCHELL
DIRECTOR - PYes (X)$0$0$0Yes (X)
HAROLD B OAKLEY
DIRECTOR - SYes (X)$0$0$0Yes (X)
JACK R SHARKEY
DIRECTORYes (X)$0$0$0
BRYAN K STOKES
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WELLS FARGO ADVISORS
111 SOUTH LINCOLN STREETHINSDALEIL60521INVESTMENT FEES$499,170
MERCANTILE BANK
200 NORTH 33RD STREETQUINCYIL623053455INVESTMENT FEES$241,228
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,329,113TotalRevenueColumnAmt
Exclusion$2,329,113ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$41,396,357SecuritiesAmt
Other$108,750OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$37,946,538SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,449,819SecuritiesAmt
Other$108,750OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,558,569TotalRevenueColumnAmt
Exclusion$3,558,569ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,887,682TotalRevenueColumnAmt
Exclusion$5,887,682ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,843,620TotalAmt
Program Services$4,843,620ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,962TotalAmt
Management And General$31,962ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,445TotalAmt
Management And General$2,445ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,863TotalAmt
Management And General$2,863ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,108TotalAmt
Management And General$10,108ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$740,398TotalAmt
Management And General$740,398ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$994TotalAmt
Management And General$994ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Management And General$3,600ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,022TotalAmt
Management And General$1,022ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAX WITHHELD$63,045$63,045
INVESTMENT EXPENSES$1,571$1,571
TELEPHONE$898$898

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,702,526TotalAmt
Program Services$4,843,620ProgramServicesAmt
Management And General$858,906ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,260,541BOYAmt
EOY$3,390,584EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$300BOYAmt
EOY$934EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$94,544,530BOYAmt
EOY$83,246,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$115,098BOYAmt
EOY$118,550EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$96,920,469BOYAmt
EOY$86,756,949EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,043BOYAmt
EOY$768EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,062,750BOYAmt
EOY$2,021,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,063,793BOYAmt
EOY$2,022,568EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,856,676BOYAmt
EOY$84,734,381EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$95,856,676BOYAmt
EOY$84,734,381EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,920,469BOYAmt
EOY$86,756,949EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$185,156ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,307,451NetUnrlzdGainsLossesInvstAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations15SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (15 entries)

Business Name Line2SupportedOrganizationName/BusinessNameLine2TxtEINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
AMERICAN RED CROSS ADAMS CO CHAPTER
AMERICAN RED CROSS5301966057Yes (true)$28,000$0
BLESSING FOUNDATION
BLESSING FOUNDATION3706611833Yes (true)$500,000$0
BOY SCOUTS OF AM-MISS VALLEY COUNCIL
BOY SCOUTS OF AM-MISS VALLEY3713187747Yes (true)$215,000$0
CHEERFUL HOME
CHEERFUL HOME37021466010Yes (true)$100,000$0
CORNERSTONE FOUNDATION FOR FAMILIES
CORNERSTONE - FOUNDATION FOR FAMILIES37066120310Yes (true)$45,000$0
CULVER-STOCKTON COLLEGE
CULVER-STOCKTON COLLEGE4306108132Yes (true)$252,740$0
QUINCY AREA PROJECT
QUINCY AREA PROJECT3708123617Yes (true)$100,000$0
QUINCY NOTRE DAME FOUNDATION
QUINCY NOTRE DAME FOUNDATION3760801867Yes (true)$100,000$0
QUINCY PUBLIC SCHOOLS FOUNDATION
QUINCY PUBLIC SCHOOLS FOUNDATION3712510292Yes (true)$450,000$0
QUINCY SOCIETY OF FINE ARTS
QUINCY SOCIETY OF FINE ARTS3707645667Yes (true)$584,330$0
QUINCY UNIVERSITY
QUINCY UNIVERSITY3706612312Yes (true)$1,128,500$0
SUNSET HOME
SUNSET HOME37066122410Yes (true)$100,000$0
THE SALVATION ARMY
THE SALVATION ARMY4306535847Yes (true)$75,000$0
UNITED WAY OF ADAMS COUNTY
UNITED WAY OF ADAMS COUNTY3706734767Yes (true)$50,000$0
HANNIBAL LAGRANGE UNIVERSITY
HANNIBAL LAGRANGE UNIVERSITY4310076422Yes (true)$156,000$0
FieldValueIRS element (for citing)
Supported Organizations Total15SupportedOrganizationsTotalCnt
Support Sum$3,884,570SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$2,243,788PriorYearAmt
Current Year$2,329,113CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$2,243,788PriorYearAmt
Current Year$2,329,113CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$775,718PriorYearAmt
Current Year$805,014CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,468,070PriorYearAmt
Current Year$1,524,099CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$93,750,727PriorYearAmt
Current Year$95,406,811CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$2,404,344PriorYearAmt
Current Year$2,902,499CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$115,098PriorYearAmt
Current Year$118,550CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$96,270,169PriorYearAmt
Current Year$98,427,860CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$96,270,169PriorYearAmt
Current Year$98,427,860CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$1,444,053PriorYearAmt
Current Year$1,476,418CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$94,826,116PriorYearAmt
Current Year$96,951,442CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$3,318,914PriorYearAmt
Current Year$3,393,300CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$3,318,914PriorYearAmt
Current Year$3,393,300CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$1,468,070CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$1,247,860CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$3,318,914CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$3,318,914CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$3,318,914CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$3,884,570CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$53,892CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$3,938,462CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$3,884,570CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$3,318,914CYDistributableAsAdjustedAmt
CY Distribution Yr1.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$3,318,914CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$733,976ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,199,655ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,933,631TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$3,318,914CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$614,717ExcessDistributionCyovAmt
CY Total Annual Distributions$3,938,462CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$3,938,462ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$4,553,179ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$614,717ExcessFromYear2Amt
Excess From Year1$3,938,462ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 11HCULVER-STOCKTON COLLEGE 43-0610813 2 X 252,740 0 QUINCY AREA PROJECT 37-0812361 7 X 100,000 0 QUINCY NOTRE DAME FOUNDATION 37-6080186 7 X 100,000 0 QUINCY PUBLIC SCHOOLS FOUNDATION 37-1251029 2 X 450,000 0 QUINCY SOCIETY OF FINE ARTS 37-0764566 7 X 584,330 0 QUINCY UNIVERSITY 37-0661231 2 X 1,128,500 0 SUNSET HOME 37-0661224 10 X 100,000 0 THE SALVATION ARMY 43-0653584 7 X 75,000 0 UNITED WAY OF ADAMS COUNTY 37-0673476 7 X 50,000 0 HANNIBAL LAGRANGE UNIVERSITY 43-1007642 2 X 156,000 0
PART IV, SECTION D, LINE 3THE FOUNDATION'S SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE FOUNDATION, THE TIMING OF GRANTS, THE MANNER OF MAKING GRANTS, AND THE SELECTION OF RECIPIENTS OF GRANTS FROM THE FOUNDATION, AND OTHERWISE IN DIRECTING THE USE OF THE INCOME AND ASSETS OF THE FOUNDATION, BECAUSE A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION, ITS SOLE GOVERNING BODY WITH DECISION-MAKING AUTHORITY, OVERLAP AS MEMBERS OF THE GOVERNANCE BOARDS OF THE FOUNDATION'S SUPPORTED ORGANIZATIONS. ACCORDINGLY, THE FOUNDATION'S SUPPORTED ORGANIZATIONS HAVE THE ABILITY TO INFLUENCE (THOUGH NOT NECESSARILY CONTROL) THE FOUNDATION'S DECISIONS REGARDING THE USE OF ITS INCOME AND ASSETS. IN ADDITION TO THE SIGNIFICANT VOICE THAT THE SUPPORTED ORGANIZATIONS HAVE WITH RESPECT TO THE FOUNDATION'S DECISIONS AS TO THE USE OF ITS INCOME AND ASSETS, THE RESPONSIVENESS OF THE FOUNDATION TO THE NEEDS OF ITS SUPPORTED ORGANIZATIONS IS ALSO EVIDENT FROM THE FACT THAT THE FOUNDATION, WHICH WAS IN EXISTENCE PRIOR TO NOVEMBER 20, 1970, PRIMARILY SERVES THE NEEDS OF THE RELATIVELY SMALL COMMUNITY OF QUINCY, ILLINOIS (APPROXIMATE POPULATION OF 40,000) AND HAS A HISTORIC AND CONTINUOUS RELATIONSHIP WITH EACH OF THE SUPPORTED ORGANZATIONS THAT RECEIVED A GRANT FROM THE FOUNDATION IN THE CURRENT YEAR.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt-$6,224,783TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$11,307,451NetUnrealizedGainsInvstAmt
Revenue Not Reported-$11,307,451RevenueNotReportedAmt
Revenue Subtotal$5,082,668RevenueSubtotalAmt
Investment Expenses Not Incld$805,014InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$805,014RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,887,682TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,897,512TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,897,512ExpensesSubtotalAmt
Investment Expenses Not Incld2$805,014InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$805,014ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,702,526TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN RED CROSS ADAMS COUN
3000 N 23RDQUINCYIL62301530196605(C)(3)$44,000CENTRIFUGE MACHINES
BLESSING FOUNDATION
11TH BROADWAYQUINCYIL62301370661183(C)(3)$500,000BLESSING-RIEMAN COLL
BOY SCOUTS OF AMERICA MISS VA LLEY
2522 LOCUST STQUINCYIL62301371318774(C)(3)$150,000NEW SHOWER HOUSE FAC
BOY SCOUTS OF AMERICA MISS V
2522 LOCUST STQUINCYIL62301371318774(C)(3)$65,000GENERAL OPERATING BU
CHEERFUL HOME
315 S 5TH STQUINCYIL62301370214660(C)(3)$100,000OPERATING EXPENSES
CORNERSTONE FOUNDATION FOR FAMILIE
915 VERMONTQUINCYIL62301370661203(C)(3)$45,000TECHNOLOGY UPGRADES
CULVER STOCKTON COLLEGE
ONE COLLEGE HILLCANTONMO63435430610813(C)(3)$145,790MOORMAN PROFESSORSHI
CULVER STOCKTON COLLEGE
ONE COLLEGE HILLCANTONMO63435430610813(C)(3)$100,000CENTER FOR TEACHING
CULVER-STOCKTON COLLEGE
ONE COLLEGE HILLCANTONMO63435430610813(C)(3)$8,000AM FREEDOM STUDIES F
HANNIBAL-LAGRANGE UNIVERSITY
2800 PALMYRA ROADHANNIBALMO63401431007642(C)(3)$183,000MOORMAN PROFESSORSHI
QUINCY AREA PROJECT
1201 N 5THQUINCYIL62301370812361(C)(3)$100,000OPERATING EXPENSES
QUINCY PUBLIC SCHOOLS FOUNDATION
1416 MAINE STREETQUINCYIL62301371251029(C)(3)$200,000TECH UPGRADES AND OP
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$50,000GENERAL OPERATIONS
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C0(3)$40,000QUINCY SYMPHONY ORCH
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$10,000CIVIC MUSIC ASSOCIAT
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$45,000GRDF WORKFORCE STRAT
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$75,000JOHN WOOD COMMUNITY
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$20,000QUINCY COMMUNITY TRE
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$25,000JACKSON-LINCOLN POOL
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370764566(C)(3)$14,740QUINCY HUMANE SOCIET
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$75,000CHADDOCK TRAINING CE
QUINCY UNIVERSITY
1800 COLLEGE AVENUEQUINCYIL62301370661231(C)(3)$2,128,500FINANCIAL RECOVERY
SUNSET HOME
418 WASHINGTONQUINCYIL62301370661224(C)(3)$200,000OPERATING EXPENSES
THE SALVATION ARMY
501 BROADWAYQUINCYIL62301430653584(C)(3)$125,000EMERGENCY SHELTER OP
UNITED WAY OF ADAMS COUNTY
333 N10TH STQUINCYIL62301370673476(C)(3)$50,000COMMUNITY BUILDING C
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$43,000VILLA KATHERINE R&M
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$250,000ARTQUINCY SCULPTURES
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$30,000COMMUNITY INVESTOR
QUINCY SOCIETY OF FINE ARTS
300 CIVIC CENTER PLAZAQUINCYIL62301370661183(C)(3)$18,590ART CENTER - HVAC
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES A SIGNED RECEIPT FROM EACH RECIPIENT ORGANIZATION THAT RECEIVES A GRANT. ORGANIZATIONS REPORT TO THE FOUNDATION UPON COMPLET ION OF PROJECTS FOR WHICH THEY RECEIVE GRANTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DGRANTS PROVIDED TO PUBLIC CHARITIES
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. THE PRESIDENT OF THE BOARD OF DIRECTORS RECEIVES A TENTATIVE DRAFT OF FORM 990,REVIEWS IT AND THEN PRESENTS IT TO THE OTHER BOARD MEMBERS AND THE EXECUTIVE DIRECTOR FOR THEIR REVIEW AND APPROVAL. THE TENTATIVE DRAFT IS THEN SENT TO THE FOUNDATAION'S ATTORNEY FOR HIS REVIEW AND APPROVAL BEFORE THE FINAL FORM IS FILED.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION DETERMINED BY BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION DETERMINED BY BOARD OF DIRECTORS
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, FOUNDATION POLICIES AND FINANCIAL STATEMENTS ARE AVAI LABLE UPON REQUEST AT THE FOUNDATION OFFICE.

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