WOODS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201821289349100537
- Schema version
- 2017v2.2
- 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 | 2018-05-08T08:51:40-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-08 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,229,754 | 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 | $3,054 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,054 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,054 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $351,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,606 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $351,606 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $79,908 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $79,908 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $79,908 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $72,862 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $560,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,794,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,484 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $995,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $995,052 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $434,568 | 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 | $5,070 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,070 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $758 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,112 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,612 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,714 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,876 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,093 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $761,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $921,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $829,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $434,568 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $860,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $986,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $986,439 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,761 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,761 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,761 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,251 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $14,157,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,106,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,237,554 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,024,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,098,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,229,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $45 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $45 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,015,086 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,087,715 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $9,361 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $10,679 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,024,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,098,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,024,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,098,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,024,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,947 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,098,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,098,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 866.551 DFA INTL SMALL CAP VALUE PORT | P | 2008-04-17 | 2017-09-25 | $19,950 | $12,406 | $7,544 | $7,544 |
| 707.881 DFA INTL SMALL CO PORT | P | 2008-04-17 | 2017-09-25 | $14,950 | $9,134 | $5,816 | $5,816 |
| 2564.103 DFA INTL VALUE PORT INST | P | 2008-04-17 | 2017-09-25 | $49,950 | $38,012 | $11,938 | $11,938 |
| 1315.097 DFA US LARGE CAP VALUE P | P | 2008-04-17 | 2017-09-25 | $49,950 | $22,229 | $27,721 | $27,721 |
| 11653.867 LKCM SMALL CAP EQUITY | P | 2008-04-17 | 2017-09-25 | $239,787 | $243,271 | -$3,484 | -$3,484 |
| 23849.119 RAINIER INTERMEDIATE | P | 2008-04-17 | 2017-05-01 | $286,368 | $304,174 | -$17,806 | -$17,806 |
| 173.604 VANGUARD REIT INDEX | P | 2007-10-03 | 2017-09-25 | $39,950 | $17,763 | $22,187 | $22,187 |
| 343.216 RUSSELL US CORE EQUITY CL I | P | 2008-09-04 | 2017-01-13 | $10,650 | $9,889 | $761 | $761 |
| 3258.38 EMERGING MARKETS S | P | 2008-09-04 | 2017-09-22 | $65,000 | $52,037 | $12,963 | $12,963 |
| 14550.22 GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2017-09-22 | $160,000 | $124,210 | $35,790 | $35,790 |
| 1620.856 GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2017-09-22 | $20,000 | $16,982 | $3,018 | $3,018 |
| 1006.892 GLOBAL OPPORTUNISTIC CREDIT FUND S | P | 2011-08-29 | 2017-09-22 | $10,000 | $10,099 | -$99 | -$99 |
| 2364.395 INTERNATIONAL DEVELOP MKT CL I | P | 2008-09-04 | 2017-04-17 | $85,000 | $74,098 | $10,902 | $10,902 |
| 3347.384 INTERNATIONAL DEVELOPED MRKT CL S | P | 2008-09-04 | 2017-09-22 | $135,000 | $104,780 | $30,220 | $30,220 |
| 1754.386 US CORE EQUITY FUND CL S | P | 2008-09-04 | 2017-09-22 | $60,000 | $50,602 | $9,398 | $9,398 |
| 2657.911 US CORE EQUITY FUND CL I | P | 2008-09-04 | 2017-04-17 | $85,000 | $76,601 | $8,399 | $8,399 |
| 797.925 US DEFENSIVE EQUITY CLASS I | P | 2008-09-04 | 2017-04-17 | $40,000 | $24,302 | $15,698 | $15,698 |
| 755.287 US DEFENSIVE EQUITY CLASS S | P | 2008-09-04 | 2017-09-22 | $40,000 | $23,072 | $16,928 | $16,928 |
| 476.342 US SMALL CAP EQ CL I | P | 2008-09-04 | 2017-04-17 | $15,000 | $10,522 | $4,478 | $4,478 |
| 448.43 US SMALL CAP EQ CL S | P | 2008-09-04 | 2017-09-22 | $15,000 | $9,855 | $5,145 | $5,145 |
| LONG-TERM CAPITAL GAIN DISTRIB | P | 2008-09-04 | 2017-12-31 | $352,957 | $352,957 | $352,957 | |
| Wash Sale | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,484 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $772,503 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,580,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $759,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,668,388 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $719,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,285,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $937,771 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,658,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05629 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,287,580 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,024,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08035 | DistributionYr5Rt |
| Total Distribution | 0.270425 | TotalDistributionRt |
| Average Distribution | 0.054085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,452,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $943,921 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $953,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $829,831 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,445 | SubtotalAmt |
| Tax Based On Investment Income | $18,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $45 | TaxDueAmt |
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 |
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 | $13,977,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $806,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,934,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,718,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,718,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,452,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,445 | TotalTaxAmt |
| Distributable Before Adj | $854,182 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $854,182 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $854,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $829,831 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $829,831 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $829,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $854,182 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,202 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $117,933 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $137,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $829,831 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $829,831 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,351 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,351 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,784 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $112,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,784 | ExcessFromYear4Amt |
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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Christian Homes Inc | |||||||
| 200 N Postville Drive | LINCOLN | IL | 62656 | NONE | PC | MEMORY CARE UNIT | $100,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME | $100,000 |
| 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 | $172,608 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | CHAPEL WORK | $100,000 |
| HARTSBURG-EMDEN CUSD #21 | |||||||
| 400 WEST FRONT STREET | HARTSBURG | IL | 62643 | NONE | GOV | STAGE CURTAINS | $17,305 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $1,124 |
| SOUTHERN IL UNIVERSITY EDWARDSVILLE | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $10,037 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | SCHOLARSHIPS | $9,859 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $50,000 |
| BRITTANY GRABER | |||||||
| 1560 2575TH STREET | ATLANTA | IL | 61723 | NONE | I | COLLEGE SCHOLARSHIP | $195 |
| MARCUS HOOCK | |||||||
| 307 E CHESTNUT | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,326 |
| TAMMY HUYNH | |||||||
| 1425 PEKIN STREET | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $123 |
| GREENVILLE COLLEGE | |||||||
| 315 E COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $4,290 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | SCHOLARSHIPS | $3,150 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | SCHOLARSHIPS | $16,455 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIPS | $14,646 |
| DALTON PRESSWOOD | |||||||
| 110 HERITAGE AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $160 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $441 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGESCHOLARSHIP | $883 |
| COMMUNITY ACTION PARTNERSHIP CENTRAL IL | |||||||
| 1800 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | MEALS ON WHEELS EQUIPMENT | $11,100 |
| CORBAN UNIVERSITY | |||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | SCHOLARSHIP | $23,276 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | SCHOLARSHIP | $500 |
| LEWIS & CLARK COMMUNITY COLLEGE | |||||||
| 5800 GODFREY RD | GODFREY | IL | 62035 | NONE | GOV | SCHOLARSHIP | $782 |
| METHODIST COLLEGE | |||||||
| 7600 N ACADEMIC DRIVE | PEORIA | IL | 61615 | NONE | PC | SCHOLARSHIP | $11,423 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | SCHOLARSHIP | $23,871 |
| ALEXIS BYRNE | |||||||
| 520 N SCOTT ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $200 |
| BRENT METELKO | |||||||
| 1314 FELDMAN DR | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,862 |
| CITY OF LINCOLN | |||||||
| 700 BROADWAY ST | LINCOLN | IL | 62656 | NONE | GOV | RESTORATION OF HISTORICAL TROPICS SIGN | $5,000 |
| CULVER-STOCKTON COLLEGE | |||||||
| ONE COLLEGE HILL | CANTON | MO | 63435 | NONE | PC | SCHOLARSHIP | $6,085 |
| EAST WHITE OAK BIBLE CHURCH | |||||||
| 11922 E 2000 NORTH RD | CARLOCK | IL | 61725 | NONE | PC | COMMUNITY GARDEN | $10,000 |
| EUREKA COLLEGE | |||||||
| 300 EAST COLLEGE AVE | EUREKA | IL | 61530 | NONE | PC | SCHOLARSHIP | $200 |
| GREENVILLE UNIVERSITY | |||||||
| 315 EAST COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | SCHOLARSHIP | $12,219 |
| JADEN PELLINGHELLI-DRAKE | |||||||
| 147 NORTHVILLE DR APT B | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $661 |
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | NONE | PC | EDUCATION AND SCHOLARSHIPS | $20,000 |
| WHEATON COLLEGE | |||||||
| 501 E COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | COLLEGE SCHOLARSHIP | $24,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $761,596 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,054 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,606 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $72,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $560,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $987,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $987,996 | 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 | $3,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,991 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 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 |
| US EQUITY MUTUAL FUNDS | AT COST | $1,031,602 | $1,377,338 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | $799,101 | $1,590,089 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $1,476,637 | $1,256,327 |
| FIDELITY MUTUAL FUNDS | AT COST | $8,893,283 | $10,068,581 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $10,460 | $10,569 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $758 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $758 | 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 | $760 | $760 | |
| FILING FEES | $15 | $15 | |
| INSURANCE | $1,775 | $1,775 | |
| OFFICE SUPPLIES | $937 | $890 | $47 |
| Rental Expenses | $7,046 | $7,046 |
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 | $5,500 | $0 | $0 | $5,500 |
| INVESTMENT MANAGEMENT FEES | $55,612 | $55,612 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $18,445 | ||
| FOREIGN TAX | $7,530 | $7,530 | |
| PAYROLL TAXES | $4,060 | $184 | $3,876 |
Comments