WOOD FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY FOUNDATION (EIN 36-7090052)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202041699349101304
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T17:36:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361561860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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 | 367090052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOD FAMILY FOUNDATION TRUST PAULINE WOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.148.183.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4EDBB744B8E63B882245E655BF0D573CD1C40D46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2FE2022DF0AAC4E2D5DAAEF79012691D23D18DAE | 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 | $2,851,671 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $86,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $588,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,067 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $105,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,260 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,685 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,246 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,104,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,211,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,617,017 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,269,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,025,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,058,799 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $36,900 | OtherAssetsBOYAmt |
| Other Assets EOY | $111,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $124,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,451,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,400,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,851,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,451,634 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,400,145 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,451,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,400,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,451,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,400,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,451,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,400,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,400,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 19.81935 MFO DFA INTL SMALL CO PORTFOLIO FD | 2018-07-19 | 2019-09-04 | $341 | $409 | -$68 | -$68 | |
| 58.18065 MFO DFA INTL SMALL CO PORTFOLIO FD | 2018-07-19 | 2019-09-04 | $1,001 | $1,206 | -$205 | -$205 | |
| 79. MFO DFA INTL SMALL CO PORTFOLIO FD | 2018-07-19 | 2019-12-02 | $1,471 | $1,619 | -$148 | -$148 | |
| 90. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2017-07-20 | 2019-09-04 | $2,791 | $2,677 | $114 | $114 | |
| 91. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2017-07-20 | 2019-12-02 | $2,898 | $2,536 | $362 | $362 | |
| 1713. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2016-11-17 | 2019-12-12 | $55,753 | $47,159 | $8,594 | $8,594 | |
| 70. MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | 2017-01-20 | 2019-01-17 | $1,670 | $1,735 | -$65 | -$65 | |
| 3. MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | 2017-01-20 | 2019-08-15 | $74 | $74 | |||
| 46. MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | 2017-01-20 | 2019-12-02 | $1,129 | $1,134 | -$5 | -$5 | |
| 25. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2014-02-20 | 2019-01-17 | $1,148 | $1,060 | $88 | $88 | |
| 39. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2018-03-15 | 2019-09-04 | $2,010 | $1,822 | $188 | $188 | |
| 39. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2018-03-15 | 2019-12-02 | $2,029 | $1,788 | $241 | $241 | |
| 118. MFB NORTHN MID CAP INDEX FD FD | 2018-06-14 | 2019-06-20 | $2,175 | $2,410 | -$235 | -$235 | |
| 126. MFB NORTHN MID CAP INDEX FD FD | 2018-07-12 | 2019-09-04 | $2,258 | $2,579 | -$321 | -$321 | |
| 77.14727 MFB NORTHN MID CAP INDEX FD FD | 2018-07-12 | 2019-12-02 | $1,473 | $1,575 | -$102 | -$102 | |
| 50.85273 MFB NORTHN MID CAP INDEX FD FD | 2018-06-14 | 2019-12-02 | $971 | $1,038 | -$67 | -$67 | |
| 72.33537 MFB NORTHN INTL EQTY INDEX FD | 2018-05-17 | 2019-06-20 | $888 | $943 | -$55 | -$55 | |
| 100.66463 MFB NORTHN INTL EQTY INDEX FD | 2018-03-15 | 2019-06-20 | $1,236 | $1,304 | -$68 | -$68 | |
| 189.77687 MFB NORTHN INTL EQTY INDEX FD | 2018-07-19 | 2019-09-04 | $2,268 | $2,408 | -$140 | -$140 | |
| 448.22313 MFB NORTHN INTL EQTY INDEX FD | 2018-07-19 | 2019-09-04 | $5,356 | $5,800 | -$444 | -$444 | |
| 652. MFB NORTHN INTL EQTY INDEX FD | 2018-07-19 | 2019-12-02 | $8,254 | $8,172 | $82 | $82 | |
| 215. MFB NORTHN INTL EQTY INDEX FD | 2017-07-20 | 2019-12-12 | $2,774 | $2,672 | $102 | $102 | |
| 18473.40592 MFB NORTHERN FUNDS BD INDEX FD | 2017-11-16 | 2019-01-17 | $188,798 | $197,590 | -$8,792 | -$8,792 | |
| 244.59408 MFB NORTHERN FUNDS BD INDEX FD | 2016-03-21 | 2019-01-17 | $2,500 | $2,610 | -$110 | -$110 | |
| 434.77252 MFB NORTHERN FUNDS BD INDEX FD | 2017-11-16 | 2019-04-26 | $4,535 | $4,583 | -$48 | -$48 | |
| 329.22748 MFB NORTHERN FUNDS BD INDEX FD | 2017-11-16 | 2019-04-26 | $3,434 | $3,509 | -$75 | -$75 | |
| 3577.4 MFB NORTHERN FUNDS BD INDEX FD | 2017-12-11 | 2019-07-18 | $38,207 | $37,462 | $745 | $745 | |
| 244.6 MFB NORTHERN FUNDS BD INDEX FD | 2016-04-22 | 2019-07-18 | $2,612 | $2,617 | -$5 | -$5 | |
| 227. MFB NORTHERN FUNDS BD INDEX FD | 2016-04-22 | 2019-08-15 | $2,481 | $2,431 | $50 | $50 | |
| 1608. MFB NORTHERN FUNDS BD INDEX FD | 2016-03-28 | 2019-09-04 | $17,656 | $16,792 | $864 | $864 | |
| 1924. MFB NORTHERN FUNDS BD INDEX FD | 2009-10-20 | 2019-12-02 | $20,779 | $20,087 | $692 | $692 | |
| 300. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2018-05-17 | 2019-06-20 | $3,390 | $3,095 | $295 | $295 | |
| 175. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2013-02-13 | 2019-09-04 | $1,972 | $1,661 | $311 | $311 | |
| 180. MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2013-02-13 | 2019-12-02 | $2,048 | $1,709 | $339 | $339 | |
| 1680. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2018-05-17 | 2019-06-20 | $19,740 | $19,769 | -$29 | -$29 | |
| 41. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2017-03-16 | 2019-07-18 | $484 | $439 | $45 | $45 | |
| 7039. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2018-07-19 | 2019-08-15 | $75,880 | $73,046 | $2,834 | $2,834 | |
| 201. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2016-04-21 | 2019-09-04 | $2,239 | $1,899 | $340 | $340 | |
| 206. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2016-04-21 | 2019-12-02 | $2,404 | $1,947 | $457 | $457 | |
| 118.42648 MFB NORTHN HI YIELD FXD INC FD | 2017-08-24 | 2019-01-17 | $761 | $811 | -$50 | -$50 | |
| 287.57352 MFB NORTHN HI YIELD FXD INC FD | 2017-08-24 | 2019-01-17 | $1,849 | $1,997 | -$148 | -$148 | |
| 462.26311 MFB NORTHN HI YIELD FXD INC FD | 2015-10-20 | 2019-05-24 | $3,051 | $3,134 | -$83 | -$83 | |
| 763.73689 MFB NORTHN HI YIELD FXD INC FD | 2018-02-22 | 2019-05-24 | $5,041 | $5,252 | -$211 | -$211 | |
| 257.54672 MFB NORTHN HI YIELD FXD INC FD | 2015-10-20 | 2019-06-20 | $1,718 | $1,746 | -$28 | -$28 | |
| 6875.45328 MFB NORTHN HI YIELD FXD INC FD | 2015-10-20 | 2019-06-20 | $45,859 | $46,639 | -$780 | -$780 | |
| 137. MFB NORTHN HI YIELD FXD INC FD | 2015-10-24 | 2019-07-18 | $911 | $930 | -$19 | -$19 | |
| 144. MFB NORTHN HI YIELD FXD INC FD | 2015-10-30 | 2019-08-15 | $946 | $980 | -$34 | -$34 | |
| 660.61605 MFB NORTHN HI YIELD FXD INC FD | 2015-11-10 | 2019-09-04 | $4,393 | $4,494 | -$101 | -$101 | |
| 310.38395 MFB NORTHN HI YIELD FXD INC FD | 2015-10-20 | 2019-09-04 | $2,064 | $2,104 | -$40 | -$40 | |
| 1308. MFB NORTHN HI YIELD FXD INC FD | 2015-11-09 | 2019-12-02 | $8,659 | $8,875 | -$216 | -$216 | |
| 107. MFB NORTHN FDS SMALL CAP INDEX FD | 2018-06-14 | 2019-09-04 | $1,279 | $1,578 | -$299 | -$299 | |
| 34.69271 MFB NORTHN FDS SMALL CAP INDEX FD | 2018-06-14 | 2019-12-02 | $450 | $491 | -$41 | -$41 | |
| 71.30729 MFB NORTHN FDS SMALL CAP INDEX FD | 2018-06-14 | 2019-12-02 | $926 | $1,057 | -$131 | -$131 | |
| 839. MFB NORTHERN FDS STK INDEX FD | 2018-06-14 | 2019-06-20 | $28,761 | $27,821 | $940 | $940 | |
| 367. MFB NORTHERN FDS STK INDEX FD | 2018-06-14 | 2019-09-04 | $12,500 | $12,170 | $330 | $330 | |
| 377. MFB NORTHERN FDS STK INDEX FD | 2018-06-14 | 2019-12-02 | $13,610 | $11,514 | $2,096 | $2,096 | |
| 75. MFB NORTHERN FDS STK INDEX FD | 2013-02-13 | 2019-12-12 | $2,757 | $1,417 | $1,340 | $1,340 | |
| CAPITAL GAIN DIVIDENDS | $8,195 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,655 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,762,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,929 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,755,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,571,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,694,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,795,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043997 | DistributionYr5Rt |
| Total Distribution | 0.242186 | TotalDistributionRt |
| Average Distribution | 0.048437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,742,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $132,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133,708 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,265 | 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 | $884 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $884 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $816 | OverpaymentAmt |
| Applied To ES Tax | $816 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | OrgReportOrRegisterStateCd |
| 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 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ARTHUR M WOOD JR | ||||||
| 1613 STAVLING DR | SARASOTA | FL | 34231 | CO-TRUSTEE | 0 | $0 |
| PAULINE EGAN | ||||||
| 2105 NORTH NOWLIN TRAIL | JACKSON | WY | 83001 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,783,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,783,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,783,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,742,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $884 | TotalTaxAmt |
| Distributable Before Adj | $136,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $139,265 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $884 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $138,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,123 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,123 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,142 | 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 | $132,084 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR M WOOD JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS CHARITIES -- | BusinessNameLine1Txt |
| Business Name Line2 | (SEE ATTACHED) | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $138,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,266 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENTS | BondNm |
| EOY Book Value | $1,025,080 | EOYBookValueAmt |
| EOYFMV | $1,058,799 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENTS | StockNm |
| EOY Book Value | $1,211,989 | EOYBookValueAmt |
| EOYFMV | $1,617,017 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHMENTS | Desc |
| BOY Book Value | $36,900 | BOYBookValueAmt |
| EOY Book Value | $111,830 | EOYBookValueAmt |
| EOYFMV | $124,609 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL ATTORNEY GENERAL FILING FEE | $15 | $0 | $15 |
| CLASS ACTION SERVICE CHARGE | $25 | $25 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST MGMT FEE | CategoryTxt |
| Amt | $13,870 | Amt |
| Net Investment Income | $13,870 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX | $660 | $0 | $0 |
| FOREIGN TAXES | $1,685 | $1,685 | $0 |
Comments