WOODS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201931289349100963
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T12:20:10-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371188139 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM Abbott & Associates Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 S McLean St | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364196899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2177351234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON ST | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L GOLWITZER | PersonNm |
| Person Title | SEC./TREAS. | PersonTitleTxt |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton GeorgeCPA | PreparerPersonNm |
| PTIN | P00052565 | PTIN |
| Phone | 2177351576 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,949,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,273 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,273 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $409,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,951 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $409,951 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $91,783 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $91,783 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $91,783 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $84,169 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $811,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,385,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $811,084 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,316,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,316,091 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $505,007 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $490 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $490 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,404 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,404 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,499 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,965 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,553 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,279,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,279,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,451,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,243,796 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $505,007 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $986,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $385,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $385,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,930 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,761 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,930 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,930 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,662 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,661 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $14,106,239 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,570,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,556,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,098,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,962,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,949,184 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $45 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,087,715 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,951,583 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $10,679 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $11,366 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,098,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,962,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,098,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,962,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,098,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,445 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,962,949 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,962,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 697.97 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2008-01-01 | 2018-02-21 | $21,950 | $13,615 | $8,335 | $8,335 |
| 980.793 DFA EMERGING MARKETS SMALL CAP | P | 2008-11-19 | 2018-02-21 | $23,950 | $12,727 | $11,223 | $11,223 |
| 674.64 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2008-11-19 | 2018-02-21 | $21,950 | $14,867 | $7,083 | $7,083 |
| 872.6 DFA INL SMALL CO PORT | P | 2008-11-09 | 2018-02-21 | $19,950 | $12,492 | $7,458 | $7,458 |
| 1117.839 DFA INL SMALL CO PORT | P | 2008-11-09 | 2018-02-21 | $23,950 | $14,423 | $9,527 | $9,527 |
| 1944.579 DFA INTERNATIONAL VALUE | P | 2008-04-17 | 2018-02-21 | $39,950 | $28,827 | $11,123 | $11,123 |
| 1738.686 DFA US LARGE CAP VALUE P | P | 2008-04-07 | 2018-02-21 | $67,950 | $29,389 | $38,561 | $38,561 |
| 1098.901 DFA US SMALL CAP VALUE PORTFOLIO | P | 2008-04-01 | 2018-02-21 | $40,950 | $25,354 | $15,596 | $15,596 |
| 271.967 VANGUARD REIT INDEX | P | 2007-10-03 | 2018-02-21 | $67,950 | $27,828 | $40,122 | $40,122 |
| 1848.592 COMMODITY STRATEGIES FUND | P | 2011-08-29 | 2018-02-16 | $10,500 | $16,012 | -$5,512 | -$5,512 |
| 1956.815 EMERGING MARKETS S | P | 2011-08-01 | 2018-02-16 | $43,500 | $31,354 | $12,146 | $12,146 |
| 8219.8 GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2018-02-16 | $90,500 | $72,338 | $18,162 | $18,162 |
| 193.172 GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2018-02-16 | $2,150 | $2,042 | $108 | $108 |
| 1165.147 GLOBAL OPPORTUNISTIC CREDIT FUND S | P | 2011-08-29 | 2018-02-16 | $11,500 | $11,682 | -$182 | -$182 |
| 2752.217 INTERNATIONAL DEVELOPED MRKT CL S | P | 2008-09-04 | 2018-02-16 | $114,850 | $86,650 | $28,200 | $28,200 |
| 3415.676 US CORE EQUITY FUND CL S | P | 2008-09-04 | 2018-02-16 | $112,000 | $99,975 | $12,025 | $12,025 |
| 1509.65 US DEFENSIVE EQUITY CLASS S | P | 2008-09-04 | 2018-02-16 | $79,000 | $48,979 | $30,021 | $30,021 |
| 1129.235 US SMALL CAP EQ CL S | P | 2008-09-04 | 2018-02-16 | $36,000 | $26,058 | $9,942 | $9,942 |
| LONG-TERM CAPITAL GAIN DISTRIB | P | 2008-09-04 | 2018-12-31 | $557,132 | $557,132 | $557,132 | |
| WASH SALE | P | 2008-09-04 | 2018-02-16 | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $811,084 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $829,831 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,452,542 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $772,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,580,353 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $759,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,668,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $719,849 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,285,613 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04164 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $937,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,658,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05629 | DistributionYr5Rt |
| Total Distribution | 0.237624 | TotalDistributionRt |
| Average Distribution | 0.047525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,817,470 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $799,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,438 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $811,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,366,803 | 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 | $12,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,438 | SubtotalAmt |
| Tax Based On Investment Income | $12,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,662 | OverpaymentAmt |
| Applied To ES Tax | $1,662 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2177351234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM B BATES | ||||||
| 306 Clinton St | Lincoln | IL | 62656 | President | 3.00 | $12,000 |
| WILLIAM B BATES JR | ||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | Director | 3.00 | $12,000 |
| DAVID L GOLWITZER | ||||||
| 2201 Woodlawn Rd Suite 600 | Lincoln | IL | 62656 | SEC./TREAS. | 3.00 | $12,000 |
| CHRISTOPHER L GOLWITZER | ||||||
| 1121 E OLIVE ST | BLOOMINGTON | IL | 61701 | Director | 3.00 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,488,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $650,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,934,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,073,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,073,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,817,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $840,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $840,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,438 | TotalTaxAmt |
| Distributable Before Adj | $828,436 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $828,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $828,436 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,803 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,366,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,438 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,354,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $828,436 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,784 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $112,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,366,803 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $828,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $538,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $651,151 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $538,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE WOODS FOUNDATION | |||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | 2177351234 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE |
| THE ADI EDUCATION CENTER | |||||||
| 305 N KICKAPOO ST | LINCOLN | IL | 62656 | 2177326462 | NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER. | MARCH 1 | BASED ON FINANCIAL NEED,ACADEMIC ACHIEVEMENT, AND FAMILY ISSUES OR CIRCUMSTANCES THAT CAUSE AN OBSTACLE IN LIFE AND FUTURE CHANCE OF BEING ABLE TO ATTEND COLLEGE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| PO BOX 773 | LINCOLN | IL | 62656 | NONE | PC | Unrestricted | $5,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | NONE | PC | Unrestricted | $5,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 101 STATE STREET | PEORIA | IL | 61602 | NONE | PC | Unrestricted | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 West Green St | Urbana | IL | 61801 | NONE | PC | Unrestricted | $5,000 |
| CHRISTIAN HOMES INC | |||||||
| 200 N Postville Drive | LINCOLN | IL | 62656 | NONE | PC | MEMORY CARE UNIT AND UNRESTRICTED | $105,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME & UNRESTRICTED | $105,000 |
| WD BOYCE COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 614 NE MADISON | PEORIA | IL | 61603 | NONE | PC | UNRESTRICTED | $5,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | NONE | PC | UNRESTRICTED | $5,000 |
| JUNIOR ACHIEVEMENT OF CENT IL | |||||||
| 4450 N PROSPECT RD STE C4 | PEORIA HEIGHTS | IL | 61616 | NONE | PC | CLASSROOM PROGRAMS IN LOGAN COUNTY | $7,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $184,967 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL RENOVATION AND UNRESTRICTED | $110,000 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | PC | LOGAN COUNTY 5TH GRADE FIELD TRIP | $17,742 |
| SOUTHERN IL UNIVERSITY | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $19,476 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | SCHOLARSHIPS | $13,445 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | PC | STUDENT HOUSING | $450,000 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR CITIZENS OF LOGAN COUNTY INC | |||||||
| 2810 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $5,000 |
| ABRAHAM LINCOLN MEMORIAL HOSPITAL | |||||||
| 200 STAHLHUT DRIVE | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | SCHOLARSHIPS | $32,732 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIPS | $11,620 |
| DALTON PRESSWOOD | |||||||
| 703 OMAHA | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $344 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $534 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGESCHOLARSHIP | $457 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | SCHOLARSHIP | $18,324 |
| KYLE RAMLOW | |||||||
| 1739 600TH AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $780 |
| CORBAN UNIVERSITY | |||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | SCHOLARSHIP | $24,436 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | SCHOLARSHIP | $609 |
| LINCOLN F C | |||||||
| 1275 2300TH AVENUE | KENNEY | IL | 61749 | NONE | PC | YOUTH FOOTBALL | $5,000 |
| MIKAYLA MEYER | |||||||
| 218 W JASPER | MT PULASKI | IL | 62548 | NONE | I | SCHOLARSHIP | $90 |
| SAMANTHA JOHNSON | |||||||
| 1105 N STATE ST APT F3 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $775 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | SCHOLARSHIP | $5,306 |
| ALEXIS BYRNE | |||||||
| 520 N SCOTT ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $951 |
| BRENT METELKO | |||||||
| 209 OSCAR | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CULVER-STOCKTON COLLEGE | |||||||
| ONE COLLEGE HILL | CANTON | MO | 63435 | NONE | PC | SCHOLARSHIP | $17,695 |
| EUREKA COLLEGE | |||||||
| 300 EAST COLLEGE AVE | EUREKA | IL | 61530 | NONE | PC | SCHOLARSHIP | $12,410 |
| GREENVILLE UNIVERSITY | |||||||
| 315 EAST COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | SCHOLARSHIP | $12,267 |
| JADEN PELLINGHELLI-DRAKE | |||||||
| 147 NORTHVILLE DR APT B | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,211 |
| WHEATON COLLEGE | |||||||
| 501 E COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | COLLEGE SCHOLARSHIP | $12,649 |
| ABBY CLINE | |||||||
| 511 N JACKSON ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $60 |
| ASHLEY HALL | |||||||
| 1907 2150TH AVE | BEASON | IL | 62512 | NONE | I | COLLEGE SCHOLARSHIP | $166 |
| EMMA COOPER | |||||||
| 330 1900TH STREET | NEWHOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $227 |
| KIERSTEN LITTLE | |||||||
| 1105 N STATE ST APT G1 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $50 |
| ROCKFORD UNIVERSITY | |||||||
| 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | SCHOLARSHIPS | $10,845 |
| SHAYLYN KAY INSELMANN | |||||||
| 401 N WASHINGTON ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $387 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| MT PULASKI HISTORIC COURTHOUSE FOUNDATI | |||||||
| 113 S WASHINGTON ST | MT PULASKI | IL | 62548 | NONE | PC | COURTHOUSE REPAIRS | $10,000 |
| NEEDS AND GOALS OF ELKHART INC | |||||||
| PO BOX 20 | ELKHART | IL | 62634 | NONE | PC | COMMUNITY DEVELOPMENT | $5,996 |
| THE V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | CANCER RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,279,551 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,951 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $84,169 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $811,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,308,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,308,477 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $5,404 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,404 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 40.951 ACRES LAND | FMV | $542,656 | $395,650 |
| 240 ACRES CHAMPAIGN CO FARMLAND | FMV | $1,116,000 | $2,040,000 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | $236,500 | $499,000 |
| MUTUAL FUNDS WITH AMERITRADE | AT COST | $3,357,625 | $3,693,719 |
| FIDELITY MUTUAL FUNDS | AT COST | $9,306,390 | $8,918,545 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $11,366 | $9,858 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $490 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $490 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,510 | $1,510 | |
| FILING FEES | $15 | $15 | |
| INSURANCE | $1,773 | $1,773 | |
| OFFICE SUPPLIES | $255 | $255 | |
| Rental Expenses | $7,614 | $7,614 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT FOR WORK IN SCHOOLS | $22,000 | $0 | $0 | $22,000 |
| INVESTMENT MANAGEMENT FEES | $55,499 | $55,499 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $12,438 | ||
| FOREIGN TAX | $6,598 | $6,598 | |
| PAYROLL TAXES | $4,149 | $184 | $3,965 |
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