LEVI RAY & SHOUP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEVI RAY & SHOUP FOUNDATION (EIN 32-6007063)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-12-14
- IRS object ID
- 202023499349100302
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-14T08:29:20-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 W WHITE OAKS DR STE 102 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326007063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 2177933800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H LEVI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2177933800 | PhoneNum |
| Signature | 2020-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GORISZEWSKI CPA | PreparerPersonNm |
| PTIN | P01457418 | PTIN |
| Phone | 2177933363 | PhoneNum |
| Preparation | 2020-12-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.42.242.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-12 | IPDt |
| IP Tm | 10:00:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C67D8AAFF53A6BF3589C3810CD9D3F8B9577D222 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B71D7D399DDF6CC1CD4FF085DB57E9BAF33F1D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,791,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,940 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,940 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,940 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $513,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,627 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $513,627 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,524,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,567 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $524,567 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,392 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,009,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,009,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,042,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,009,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $482,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $507,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $524,567 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,640 | CashBOYAmt |
| Cash EOY | $35,270 | CashEOYAmt |
| Cash EOYFMV | $35,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,432,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,195,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,195,093 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,025,120 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $840,598 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $858,770 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,419,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,794,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,401,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,408,341 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,933,271 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,300,769 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,316,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,799,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,791,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,316,730 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,799,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,316,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,799,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,316,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,799,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,316,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $482,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,799,144 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,799,144 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,356 | OverpaymentAmt |
| Applied To ES Tax | $2,356 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE GORISZEWSKI | IndividualWithBooksNm |
| Phone | 2177933800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627041439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD H LEVI | ||||||||
| 2401 WEST MONROE ST | SPRINGFIELD | IL | 62704 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AGNES E LEVI | ||||||||
| 4601 GULF SHORE BLVD N PH2 | NAPLES | FL | 34103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDSAY M MATTHEWS | ||||||||
| 1708 JOSEPHINE PLACE | SPRINGFIELD | IL | 62704 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN M LEVI | ||||||||
| 1640 ILLINI ROAD | SPRINGFIELD | IL | 62704 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,449,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $906,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,355,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,355,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,080,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $904,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $904,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,144 | TotalTaxAmt |
| Distributable Before Adj | $893,875 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $893,875 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $893,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,009,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,009,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,009,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $893,875 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $627,711 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,009,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $627,711 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $381,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $512,136 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAHAM LINCOLN COUNCIL BOY SCOUTS | ||||||
| 5231 SOUTH 6TH STREET ROAD | SPRINGFIELD | IL | 62703 | UNRELATED | TO PROVIDE YOUNG PEOPLE WITH AN APPRECIATION OF THE OUTDOORS THROUGH PROGRAMS THAT TEACH LEADERSHIP, COMMUNITY SERVICE AND PROVIDE OUTDOOR ADVENTURE. | $5,000 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 2501 CHATHAM ROAD STE 200 | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST THOSE AFFECTED BY LUNG DISEASE IN THE UNITED STATES | $5,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRELATED | TO PROVIDE SUPPORT FOR ORGANIZATION'S CORONAVIRUS - CONTINUITY OF OPERATIONS/MISSION | $5,000 |
| AMIGOS EN CRISTO MINISTRIES | ||||||
| PO BOX 1225 | SPRINGFIELD | IL | 62705 | UNRELATED | SUPPORT ORGANIZATION'S MISSION PROGRAMS IN JUAREZ, MEXICO | $5,000 |
| ANIMAL PROTECTIVE LEAGUE | ||||||
| 1001 TAINTOR ROAD | SPRINGFIELD | IL | 62702 | UNRELATED | ASSIST ORGANIZATION IN ITS PROTECTION OF DOMESTIC ANIMALS | $1,500 |
| ANN T HAVEY FOUNDATION | ||||||
| 3309 ROBBINS ROAD 136 | SPRINGFIELD | IL | 62704 | UNRELATED | TO PROVIDE NEEDED CLOTHING FOR NEWBORNS IN THE SPRINGFIELD, IL AREA | $1,000 |
| BETHESDA LUTHERAN HOME | ||||||
| 600 HOFFMAN DRIVE | WATERTOWN | WI | 53094 | UNRELATED | SUPPORTS ORGANIZATION IN ITS GOAL TO ENHANCE THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $100 |
| BLESSED SACRAMENT PARISH | ||||||
| 1725 SOUTH WALNUT | SPRINGFIELD | IL | 62704 | UNRELATED | HELP SUPPORT CHURCH IN ITS MISSIONS | $1,000 |
| BLESSED SACRAMENT SCHOOL | ||||||
| 748 W LAUREL | SPRINGFIELD | IL | 62704 | UNRELATED | TO IMPROVE THE EDUCATION FOR YOUTH ATTENDING BLESSED SACRAMENT SCHOOL | $1,500 |
| BOYS & GIRLS CLUB OF CENTRAL ILLINOIS | ||||||
| 300 S 15TH STREET | SPRINGFIELD | IL | 62708 | UNRELATED | ASSIST ORGANIZATION IN ITS PROGRAMS TO ENABLE YOUNG PEOPLE TO ACQUIRED SKILLS AND QUALITIES NEEDED TO BECOME RESPONSIBLE CITIZENS AND LEADERS | $25,000 |
| CAPTAINS FOR CLEAN WATER | ||||||
| PO BOX 1653 | FORT MYERS | FL | 33902 | UNRELATED | TO ELIMINATE HARMFUL, LARGE-SCALE LAKE OKEECHOBEE DISCHARGES INTO THE CALOOSAHATCHEE AND ST. LUCIE RIVER ESTUARIES | $5,000 |
| CENTRAL ILLINOIS MULTIPLE SCLEROSIS | ||||||
| 3309 ROBBINS ROAD 206 | SPRINGFIELD | IL | 62704 | UNRELATED | TO HELP ORGANIZATION IN ITS ASSISTANCE OF THOSE AFFECTED BY MULTIPLE SCLEROSIS | $250 |
| CHRIST THE KING SCHOOL | ||||||
| 1930 BARBERRY DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO IMPROVE THE EDUCATION OF YOUTH ATTENDING CHRIST THE KING SCHOOL | $1,000 |
| CHRIST THE KING SCHOOL | ||||||
| 1930 BARBERRY DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO ADVANCE THE LEARNING OF THOSE ATTENDING CHRIST THE KING SCHOOL | $90,000 |
| CITY OF SPRINGFIELD - ONE STOP CHRISTMAS SHOP | ||||||
| 800 EAST MONROE | SPRINGFIELD | IL | 62701 | UNRELATED | TO PROVIDE CLOTHING TO THOSE IN NEED | $1,000 |
| CONTACT MINISTRIES | ||||||
| 1100 EAST ADAMS | SPRINGFIELD | IL | 62703 | UNRELATED | TO PROVIDE EMERGENCY AND TRANSITIONAL SHELTER AS WELL AS FOOD AND CLOTHING | $3,000 |
| CRIME STOPPERS | ||||||
| PO BOX 1059 | SPRINGFIELD | IL | 62705 | UNRELATED | TO HELP ORGANIZATION IN THE APPREHENSION AND CONVICTION OF CRIMINALS THROUGH MAKING FUNDS AVAILABLE FOR USE AS REWARDS | $1,000 |
| DING DARLING WILDLIFE SOCIETY | ||||||
| 1 WILDLIFE DRIVE | SANIBEL | FL | 33957 | UNRELATED | TO CONSERVE AND PROTECT THE J.N. "DING" DARLING NATIONAL WILDLIFE REFUGE | $7,500 |
| DOWNTOWN SPRINGFIELD | ||||||
| 3 W OLD STATE CAPITOL PLAZA | SPRINGFIELD | IL | 62701 | UNRELATED | TO INCREASE ECONOMIC AND CULTURAL ACTIVITY OF SPRINGFIELD'S HISTORIC DOWNTOWN DISTRICT | $3,000 |
| EASTERN ILLINOIS UNIVERSITY FOUNDATION | ||||||
| 600 LINCOLN DRIVE | CHARLESTON | IL | 61920 | UNRELATED | TO HELP ORGANIZATION IMPROVE THE EDUCATION OF THOSE ATTENDING EASTERN ILLINOIS UNIVERSITY | $50,000 |
| FAITH COALITION OF COMMON GOOD | ||||||
| 2208 E KANSAS | SPRINGFIELD | IL | 62703 | UNRELATED | TO ASSIST ORGANIZATION IN ITS MISSION OF RACIAL EQUALITY, CIVIC ENGAGEMENT, A FAIR ECONOMY AND PARTICIPATORY DECISION MAKING | $1,000 |
| FAMILY SERVICE CENTER | ||||||
| 730 EAST VINE | SPRINGFIELD | IL | 62703 | UNRELATED | TO IMPROVE THE LIVES OF PEOPLE IN CENTRAL ILLINOIS THROUGH EXCELLENT FOSTER CARE, ADOPTION SERVICES AND FAMILY SUPPORT | $5,000 |
| FRIEND IN DEED | ||||||
| PO BOX 15 | SPRINGFIELD | IL | 62705 | UNRELATED | TO HELP SPRINGFIELD AREA RESIDENTS THAT ARE IN NEED DURING THE HOLIDAY SEASON. | $10,000 |
| FRIENDS OF LOVERS KEY | ||||||
| 8700 ESTERO BLVD | FORT MYERS BEACH | FL | 33931 | UNRELATED | TO SUPPORT THE PLANNED CONSTRUCTION OF THE ORGANIZATION'S WELCOME AND DISCOVERY CENTER | $25,000 |
| FT MYERS BEACH ELEMENTARY PTO | ||||||
| 2751 OAK STREET | FT MYERS BEACH | FL | 33931 | UNRELATED | TO PROVIDE TECHNICAL UPGRADES, SUPPLIES, ENRICHMENT AND FIELD TRIPS TO THE STUDENTS OF FORT MYERS BEACH ELEMENTARY SCHOOL | $1,500 |
| GEORGES MALAIKA FOUNDATION | ||||||
| 244 FIFTH AVENUE STE N225 | NEW YORK | NY | 10001 | UNRELATED | TO EDUCATE YOUNG AFRICAN GIRLS IN THE DEMOCRATIC REPUBLIC OF CONGO | $10,000 |
| GILLESPIE HIGH SCHOOL | ||||||
| 612 BROADWAY STREET | GILLESPIE | IL | 62033 | UNRELATED | TO EDUCATE AND EMPOWER ILLINOIS YOUTH TO MAKE CHANGES IN THEIR COMMUNITIES. | $1,000 |
| GIRL SCOUTS OF CENTRAL ILLINOIS | ||||||
| 3020 BAKER DRIVE | SPRINGFIELD | IL | 62703 | UNRELATED | TO ASSIST IN BUILDING GIRLS OF COURAGE, CONFIDENCE AND CHARACTER WHO MAKE THE WORLD A BETTER PLACE. | $5,000 |
| GIRLS ON THE RUN OF CENTRAL ILLINOIS | ||||||
| 907 CLOCKTOWER DRIVE | SPRINGFIELD | IL | 62704 | UNRELATED | TO ASSIST ORGANIZATION IN HELPING GIRLS ENHANCE THEIR SOCIAL, EMOTIONAL AND PHYSICAL SKILLS AND BEHAVIORS TO SUCCESSFULLY NAVIGATE LIFE EXPERIENCES | $2,500 |
| GLENWOOD HIGH SCHOOL CHORAL BOOSTERS | ||||||
| PO BOX 244 | CHATHAM | IL | 62629 | UNRELATED | TO PROVIDE SUPPORT FOR THE SCHOOL'S CHORAL PROGRAM | $1,000 |
| HOPE SCHOOL FOUNDATION | ||||||
| 15 EAST HAZEL DELL LANE | SPRINGFIELD | IL | 62703 | UNRELATED | PROVIDE CARE TO CHILDREN AND YOUNG ADULTS HAVING MULTIPLE DISABILITIES | $6,000 |
| ILLINOIS STEWARDSHIP ALLIANCE | ||||||
| 230 BROADWAY ST SUITE 200 | SPRINGFIELD | IL | 62701 | UNRELATED | TO ASSIST ORGANIZATION IN ITS MISSION TO CULTIVATE LOCAL FOOD AND FARM SYSTEM THAT IS ECONOMICALLY VIABLE, SOCIALLY JUST AND ENVIRONMENTALLY SUSTAINABLE | $2,000 |
| INNER CITY COMPUTER STARS | ||||||
| 415 N DEARBORN STE 300 | CHICAGO | IL | 60654 | UNRELATED | TO PROVIDE INNER-CITY YOUNG ADULTS WITH LEADERSHIP TRAINING | $10,000 |
| KIDZEUM OF HEALTH AND SCIENCE | ||||||
| 412 E ADAMS ST | SPRINGFIELD | IL | 62701 | UNRELATED | TO PROVIDE STATE-OF-THE-ART EXHIBITS SO KIDS OF ALL ABILITIES CAN LEARN AND DISCOVER | $25,000 |
| KOMEN MEMORIAL RACE FOR THE CURE | ||||||
| 4700 N UNIVERSITY ST STE 91 | PEORIA | IL | 61614 | UNRELATED | TO HELP CREATE A WORLD WITHOUT CANCER | $2,500 |
| LINCOLN LAND COMMUNITY COLLEGE FOUNDATION | ||||||
| 5250 SHEPHERD ROAD | SPRINGFIELD | IL | 62794 | UNRELATED | TO ASSIST ORGANIZATION IN SERVING THE STUDENTS OF LINCOLN LAND COMMUNITY COLLEGE | $500 |
| LINCOLNS LEGACY OF GIVING | ||||||
| PO BOX 8473 | SPRINGFIELD | IL | 62791 | UNRELATED | TO SUPPORT SPRINGFIELD'S MUSIC FESTIVAL WHICH IN TURN SUPPORTS TEN NON-PROFIT CHARITIES | $1,000 |
| MERCY COMMUNITIES | ||||||
| 1344 N 5TH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE SUPPORT TO HOMELESS MOTHERS AND THEIR CHILDREN | $3,000 |
| MAKE A WISH FOUNDATION | ||||||
| 13523 BARRETT PARKWAY DR SUITE 241 | BALLWIN | MO | 63021 | UNRELATED | TO SUPPORT ORGANIZATION IN ITS VISION TO GRANT THE WISH OF EVERY CHILD DIAGNOSED WITH A LIFE-THREATENING CONDITION | $10,000 |
| MARINE VETS MOTORCYCLE CLUB CENTRAL ILLINOIS CHAPTER | ||||||
| 5953 IRON BRIDGE ROAD | CHATHAM | IL | 62629 | UNRELATED | TO FUND CAUSES THAT SUPPORT VETERANS | $500 |
| MEMORIAL MEDICAL CENTER FOUNDATION | ||||||
| 1000 CHURCHILL ROAD | SPRINGFIELD | IL | 62702 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING HEALTH CARE TO THOSE IN THE SPRINGFIELD AREA | $10,000 |
| ORTHOPEDIC CENTER OF ILLINOIS FOUNDATION | ||||||
| 1301 S KOKE MILL ROAD | SPRINGFIELD | IL | 62711 | UNRELATED | TO SUPPORT PROJECTS PROMOTING PATIENT EDUCATION, CONTINUING MEDICAL EDUCATION AND REGIONAL CHARITABLE ORGANIZATIONS | $5,000 |
| PARTNERS FOR BREAST CANCER CARE | ||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | UNRELATED | FUND BREAST HEALTH SERVICES TO UNINSURED AND LOW-INCOME MEN AND WOMEN IN LEE, COLLIER, CHARLOTTE, HENDRY AND GLADES COUNTIES AT NO COST TO THEM. | $1,500 |
| PRAIRIE HEART FOUNDATION | ||||||
| 619 E MADISON STREET | SPRINGFIELD | IL | 62701 | UNRELATED | TO PROVIDE WORLD CLASS HEART CARE TO THE SPRINGFIELD AREA | $10,000 |
| REFUGE RANCH | ||||||
| 9350M CASCADE ROAD | ROCHESTER | IL | 62563 | UNRELATED | TO ASSIST ORGANIZATION IN RESCUING NEGLECTED AND ABUSED HORSES AND PROVIDING MENTORING PROGRAMS FOR CHILDREN USING HORSES | $20,000 |
| ROTARY CLUB OF SPRINGFIELD SOUTH FOUNDATION | ||||||
| 1120 W LINCOLNSHIRE | SPRINGFIELD | IL | 62711 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING SUPPORT TO LOCAL CHARITIES | $250 |
| RUTLEDGE YOUTH FOUNDATION | ||||||
| 151 N BRUNS LANE | SPRINGFIELD | IL | 62702 | UNRELATED | TO SERVE ABUSED AND NEGLECTED YOUTH | $5,000 |
| SACRED HEART GRIFFIN HIGH SCHOOL | ||||||
| 1200 W WASHINGTON | SPRINGFIELD | IL | 62702 | UNRELATED | TO IMPROVE THE EDUCATION OF YOUTH ATTENDING SACRED HEART GRIFFIN | $10,000 |
| SALVATION ARMY | ||||||
| 530 NORTH SIXTH STREET | SPRINGFIELD | IL | 62705 | UNRELATED | TO PROVIDE MEALS AND SHELTER FOR THE LOCAL HOMELESS COMMUNITY | $1,000 |
| SANGAMON CEO IVENTURED | ||||||
| 2450 FOUNDATION DR STE 100 | SPRINGFIELD | IL | 62703 | UNRELATED | TO EMPOWER SANGAMON COUNTY STUDENTS WITH THE TOOLS THEY NEED TO GROW THEMSELVES, MAKE CONNECTIONS, LAUNCH A BUSINESS, AND ULTIMATELY WORK TO BUILD THE COMMUNITY AS THEY ENVISION IT | $2,500 |
| SENIOR SERVICES OF CENTRAL ILLINOIS | ||||||
| 701 WEST MASON STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO PROVIDE OLDER ADULTS WITH NON-MEDICAL SERVICES WHICH ENHANCE QUALITY OF LIFE AND PROMOTE INDEPENDENT LIVING | $2,000 |
| SIU FOUNDATIONCAMP COCOC | ||||||
| 409 W CALHOUN AVE | SPRINGFIELD | IL | 62794 | UNRELATED | TO SUPPORT CAMP COCO CHILDREN'S CANCER FUND | $1,500 |
| SIU SCHOOL OF MEDICINE | ||||||
| PO BOX 19624 | SPRINGFIELD | IL | 62794 | UNRELATED | PROVIDE HOUSING AND SUPPORTIVE SERVICES TO FOSTER THE INDEPENDENCE OF HOMELESS AND AT-RISK FAMILIES IN THE LOCAL SPRINGFIELD AREA. | $250 |
| SPARC | ||||||
| 232 BRUNS LANE | SPRINGFIELD | IL | 62702 | UNRELATED | TO HELP ORGANIZATION SERVE THOSE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $50,000 |
| SPRINGFIELD AREA SOCCER ASSOCIATION | ||||||
| PO BOX 904 | SPRINGFIELD | IL | 62705 | UNRELATED | TO ASSIST ORGANIZATION IN ITS EFFORTS TO SUBSIDIZE THE REGISTRATION FEES OF THOSE GIRLS IN NEED | $1,000 |
| SPRINGFIELD ART ASSOCIATION | ||||||
| 700 NORTH 4TH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO SUPPORT THE SPRINGFIELD AREA ARTS | $1,000 |
| SPRINGFIELD PUBLIC SCHOOLS | ||||||
| 1900 WEST MONROE | SPRINGFIELD | IL | 62704 | UNRELATED | TO PROVIDE SUPPORT FOR THE SPRINGFIELD PUBLIC SCHOOL'S E-SPORTS TEAM | $10,000 |
| SPRINGFIELD YMCA | ||||||
| 701 SOUTH 4TH | SPRINGFIELD | IL | 62703 | UNRELATED | TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S NEW DOWNTOWN FACILITY | $500,000 |
| SPRINGFIELD YMCA | ||||||
| 701 SOUTH 4TH | SPRINGFIELD | IL | 62703 | UNRELATED | TO ASSIST ORGANIZATION IN SERVING YOUTH IN THE SPRINGFIELD COMMUNITY THROUGH THE STRONG KIDS FUND | $1,100 |
| SPRINGFIELD YOUTH HOCKEY ASSOCIATION | ||||||
| PO BOX 8822 | SPRINGFIELD | IL | 62791 | UNRELATED | TO ASSIST ORGANIZATION IN FOSTERING GOOD SPORTSMANSHIP AND FAIR PLAY IN INDIVIDUAL AS WELL AS TEAM COMPETITION. | $500 |
| TEXAS STRIKE FORCE ELITE | ||||||
| 16903 SHRUB OAK DRIVE | HUMBLE | TX | 77396 | UNRELATED | TO PROVIDE A POSITIVE ENVIRONMENT WITH A STRONG EMPHASIS ON TEAM UNITY, INDIVIDUAL SKILL IMPROVEMENT, AND SOUND FUNDAMENTALS. | $1,000 |
| THE ALZHEIMER'S ASSOCIATION ILLINOIS CHAPTER | ||||||
| 2309 W WHITE OAKS DRIVE STE E | SPRINGFIELD | IL | 62704 | UNRELATED | TO ELIMINATE ALZHEIMER'S DISEASE THROUGH ADVANCEMENTS IN RESEARCH, CARE AND SUPPORT FOR THOSE AFFECTED AND TO REDUCE THE RISK OF DEMENTIA | $1,000 |
| THE BABY FOLD | ||||||
| 108 EAST WILLOW STREET | NORMAL | IL | 61761 | UNRELATED | TO HELP ORGANIZATION ASSIST CHILDREN AND FAMILIES IN THE CENTRAL ILLINOIS AREA | $1,000 |
| THE BRANDT FOUNDATION | ||||||
| 2935 SOUTH KOKE MILL ROAD | SPRINGFIELD | IL | 62711 | UNRELATED | TO PROVIDE ASSISTANCE AND SUPPORT TO THE COMMUNITIES AND FAMILIES WHERE BRANDT HAS FACILITIES | $1,000 |
| THE HOOGLAND CENTER FOR THE ARTS | ||||||
| 420 SOUTH SIXTH STREET | SPRINGFIELD | IL | 62701 | UNRELATED | TO SUPPORT LOCAL AREA ARTS | $20,000 |
| THE OUTLET | ||||||
| PO BOX 2864 | SPRINGFIELD | IL | 62708 | UNRELATED | SUPPORT ORGANIZATION'S EFFORTS TO TUTOR AND MENTOR UNDERSERVED FATHERLESS YOUTH THROUGHOUT THE SPRINGFIELD COMMUNITY | $1,000 |
| THE RICKY KING CHILDREN'S FUND | ||||||
| 2390 TAMIAMI TRAIL N STE 100 | NAPLES | FL | 34103 | UNRELATED | TO ASSIST ORGANIZATION IN ENRICHING THE LIVES OF CHILDREN WITH DISABILITIES IN SOUTHWEST FLORIDA | $1,000 |
| U OF I FOUNDATION | ||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | UNRELATED | TO ASSIST ORGANIZATION WITH PROVIDING ASSISTANCE TO THE STUDENTS OF U OF I SPRINGFIELD | $5,000 |
| UNITED CEREBRAL PALSY LAND OF LINCOLN | ||||||
| 101 N 16TH STREET | SPRINGFIELD | IL | 62703 | UNRELATED | TO ASSIST ORGANIZATION IN PROVIDING QUALITY SERVICES, PROGRAMS AND ADVOCACY TO INDIVIDUALS WITH ALL TYPES OF DISABILITIES | $2,500 |
| VACHEL LINDSAY ELEMENTARY SCHOOL | ||||||
| 3600 FIELDING DRIVE | SPRINGFIELD | IL | 62711 | UNRELATED | TO IMPROVE THE EDUCATION OF STUDENTS ATTENDING VACHEL LINDSAY ELEMENTARY SCHOOL | $500 |
| VILLAGE OF SHERMAN ILLINOIS | ||||||
| 401 ST JOHN DRIVE | SHERMAN | IL | 62684 | UNRELATED | TO ASSIST VILLAGE WITH ITS INDEPENDENCE DAY CELEBRATION | $1,000 |
| WILD CANINE RESCUE | ||||||
| 3309 ROBBINS ROAD 109 | SPRINGFIELD | IL | 62704 | UNRELATED | TO HELP ORGANIZATION SAVE ANIMALS IN NEED | $2,500 |
| WASHINGTON STREET MISSION | ||||||
| 408 NORTH FOURTH STREET | SPRINGFIELD | IL | 62702 | UNRELATED | TO HELP ORGANIZATION SERVE THOSE THAT ARE IN NEED IN THE SPRINGFIELD COMMUNITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,009,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,940 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $513,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $524,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $524,567 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FILING FEES | CategoryTxt |
| Amt | $680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL, 3.9%, DUE 4/1/2026 | $517,265 | $575,895 |
| CITIGROUP, 6.875%, DUE 6/1/2025 | $1,012,720 | $1,006,416 |
| FORD MOTOR CREDIT, 3.5%, DUE 9/20/2026 | $700,000 | $614,810 |
| FORD MOTOR CREDIT, 4.542%, DUE 8/1/2026 | $1,020,000 | $1,030,000 |
| JEFFRIES GROUP, 4.85%, DUE 1/15/2027 | $1,019,801 | $1,140,060 |
| HEWLETT PACKARD, 4.05%, DUE 9/15/2022 | $991,800 | $1,068,820 |
| MORGAN STANLEY, 3.7%, DUE 10/23/2024 | $1,005,000 | $1,117,430 |
| PNC BANK N PITTSBURGH PA, 3.8%, DUE 7/25/2023 | $618,185 | $654,288 |
| WELLS FARGO, 4.125%, DUE 8/15/2023 | $1,048,500 | $1,093,050 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF | $6,686,647 | $8,429,114 |
| AT&T INC | $1,108,265 | $972,354 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $840,598 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $858,770 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEE - ILLINOIS | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST ACCOUNT FEES | CategoryTxt |
| Amt | $17,392 | Amt |
| Net Investment Income | $17,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVI RAY & SHOUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 WEST MONROE STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FY20 ESTIMATED TAX | $12,500 | $0 | $0 | $0 |
| FY19 BALANCE DUE | $2,116 | $0 | $0 | $0 |