WOODS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201721289349101562
- Schema version
- 2016v3.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T14:16:06-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Debra C Last CPA | PreparerPersonNm |
| PTIN | P01258134 | PTIN |
| Phone | 2177351576 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,193,336 | 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 | $2,439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,439 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,439 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $334,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,502 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $334,502 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $81,748 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $81,748 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $81,748 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $75,105 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $489,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,263,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $489,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $71,209 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $908,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $908,651 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $489,898 | 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 | $3,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,685 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,187 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,187 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,481 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,035 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,238 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,787 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,063 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,535 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $709,774 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $709,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $860,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $837,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $489,898 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $727,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $860,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $860,124 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $7,251 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,251 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $14,253,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,157,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,325,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,981,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,024,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,193,336 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,858 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $4,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,966,647 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,015,086 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $9,583 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $9,361 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,976,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,024,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,981,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,024,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,976,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,217 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,024,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,024,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1858.736 RUSSELL US CORE EQUITY CL I | P | 2016-08-22 | $60,000 | $53,164 | $6,836 | $6,836 | |
| 3603.604 RUSSELL COMMODITY STRATEGIES | P | 2016-08-22 | $20,000 | $31,372 | -$11,372 | -$11,372 | |
| 3019.324 RUSSELL EMERGING MKTS | P | 2016-08-22 | $50,000 | $48,229 | $1,771 | $1,771 | |
| 3067.485 RUSSELL GL OPPORTUN CREDIT FUND S | P | 2016-08-22 | $30,000 | $30,817 | -$817 | -$817 | |
| 1435.407 RUSSELL GLOBAL EQUITY CLASS S | P | 2016-08-22 | $15,000 | $12,077 | $2,923 | $2,923 | |
| 3364.172 RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2016-08-22 | $40,000 | $35,150 | $4,850 | $4,850 | |
| 1041.938 RUSSELL GLOBAL REAL ESTATE SEC | P | 2016-08-22 | $40,000 | $36,025 | $3,975 | $3,975 | |
| 290.867 RUSSELL INTERNAT'L FUND | P | 2016-08-22 | $10,000 | $9,100 | $900 | $900 | |
| 18402.154 RUSSELL STRATEGIC BOND CL I | P | 2016-08-22 | $205,000 | $188,752 | $16,248 | $16,248 | |
| 1572.945 RUSSELL US DEFENSIVE EQUITY CLASS I | P | 2016-08-22 | $80,000 | $45,574 | $34,426 | $34,426 | |
| 1750.088 RUSSELL US SMALL MIDCAP | P | 2016-08-22 | $50,000 | $38,531 | $11,469 | $11,469 | |
| 437.956 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2016-08-19 | $8,957 | $5,683 | $3,274 | $3,274 | 2012-04-01 |
| 1696.429 DFA FIVE YEAR GLOBAL FIXED INCOME | P | 2016-08-19 | $18,950 | $18,128 | $822 | $822 | 2004-09-30 |
| 2062.706 DFA INFLATION PROTECTED SED | P | 2016-08-19 | $24,950 | $26,093 | -$1,143 | -$1,143 | 2013-01-22 |
| 2302.379 DFA INTERM GOVT FIXED | P | 2016-08-19 | $29,950 | $27,744 | $2,206 | $2,206 | 2008-04-17 |
| 2626.97 DFA INTL REAL ESTATE SECURITIES PORT | P | 2016-08-19 | $14,950 | $14,110 | $840 | $840 | 2012-09-24 |
| 547.445 DFA INTL SMALL CAP VALUE PORT | P | 2016-08-19 | $10,450 | $7,837 | $2,613 | $2,613 | 2008-04-17 |
| 915.141 DFA INTL SMALL CO PORT | P | 2016-08-19 | $16,450 | $11,808 | $4,642 | $4,642 | 2004-09-09 |
| 1264.679 DFA US LARGE CAP VALUE P | P | 2016-08-19 | $41,950 | $21,377 | $20,573 | $20,573 | 2004-09-09 |
| 328.947 DFA US SMALL CAP VALUE PORTFOLIO | P | 2016-08-19 | $10,950 | $7,592 | $3,358 | $3,358 | 2004-09-09 |
| 4451.039 PAYDEN SHORT TERM BOND | P | 2016-08-19 | $44,950 | $44,654 | $296 | $296 | 2007-02-07 |
| 1409.554 RAINIER INTERMEDIATE | P | 2016-08-19 | $18,000 | $17,990 | $10 | $10 | 2004-09-23 |
| 316.612 VANGUARD 500 INDEX | P | 2016-08-19 | $63,950 | $32,396 | $31,554 | $31,554 | 2007-10-03 |
| 199.156 VANGUARD REIT INDEX | P | 2016-08-19 | $24,950 | $9,764 | $15,186 | $15,186 | 2008-11-19 |
| SCHWAB LONG-TERM CAPITAL GAIN DISTRIBUT | P | 2016-12-31 | $69,290 | $69,290 | $69,290 | 2008-11-19 | |
| FIDELITY CAPITAL GAIN DISTRIB | P | 2016-12-31 | $265,232 | $265,232 | $265,232 | 2008-11-19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $489,962 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,209 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $759,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,668,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $719,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,285,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $937,771 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,658,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,287,580 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,024,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $955,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,839,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05676 | DistributionYr5Rt |
| Total Distribution | 0.280590 | TotalDistributionRt |
| Average Distribution | 0.056118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,580,353 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $930,456 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $938,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $772,503 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,749 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,749 | SubtotalAmt |
| Tax Based On Investment Income | $16,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,251 | OverpaymentAmt |
| Applied To ES Tax | $7,251 | 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 |
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 | $13,232,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $665,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,934,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,832,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,832,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $252,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,580,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $829,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $829,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,749 | TotalTaxAmt |
| Distributable Before Adj | $812,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $812,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $812,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $772,503 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $772,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $812,269 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $58,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,933 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $176,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,503 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,503 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $39,766 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,766 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,135 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $137,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,202 | ExcessFromYear4Amt |
| Excess From Year3 | $117,933 | ExcessFromYear3Amt |
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 (48 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 | $105,000 |
| ST CLARAS MANOR INC | |||||||
| 200 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | NEW NURSING HOME | $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 | $6,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $134,667 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $70,000 |
| WEST LINCOLN-BROADWELL ESD #92 | |||||||
| 2695 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | PC | CHILDREN'S AUTHOR VISIT | $7,500 |
| SOUTHERN IL UNIVERSITY EDWARDSVILLE | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | PC | SCHOLARSHIPS | $24,266 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | PC | SCHOLARSHIPS | $3,460 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| NEW HOLLAND-MIDDLETOWN CUSD #88 | |||||||
| 75 1250TH STREET | MIDDLETOWN | IL | 62666 | NONE | PC | PLAYGROUND EQUIPMENT | $13,250 |
| CAMERON HARNACKE | |||||||
| 1620 100TH AVE | NEW HOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $453 |
| MIRANDA LYNN BROOKS | |||||||
| 515 N MCLEAN ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $97 |
| BRITTANY GRABER | |||||||
| 1560 2575TH STREET | ATLANTA | IL | 61723 | NONE | I | COLLEGE SCHOLARSHIP | $945 |
| MARCUS HOOCK | |||||||
| 307 E CHESTNUT | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $988 |
| TAMMY HUYNH | |||||||
| 1425 PEKIN STREET | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $13,482 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 E LINCOLN PARKWAY | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $5,000 |
| GREENVILLE COLLEGE | |||||||
| 315 E COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $8,277 |
| ATLANTA PUBLIC LIBRARY DISTRICT | |||||||
| PO BOX 568 | ATLANTA | IL | 61723 | NONE | PC | DIGITIZING NEWSPAPERS | $3,500 |
| 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 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | PC | SCHOLARSHIPS | $1,842 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | PC | SCHOLARSHIPS | $18,370 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIPS | $6,201 |
| BALL STATE UNIVERSITY | |||||||
| OFFICE OF BURSAR | MUNCIE | IN | 47306 | NONE | PC | SCHOLARSHIPS | $16,518 |
| BRIAN METELKO | |||||||
| 1314 FELDMAN DR | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $1,080 |
| DALTON PRESSWOOD | |||||||
| 110 HERITAGE AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $814 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $968 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGESCHOLARSHIP | $561 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | PC | SCHOLARSHIP | $14,369 |
| COMMUNITY ACTION PARTNERSHIP CENTRAL IL | |||||||
| 1800 FIFTH STREET | LINCOLN | IL | 62656 | NONE | PC | TECHNOLOGY LABORATORIES | $10,000 |
| CORBAN UNIVERSITY | |||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | SCHOLARSHIP | $11,365 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 714 | LINCOLN | IL | 62656 | NONE | PC | BUILDING A HOME | $5,000 |
| HABITAT FOR HUMANITY OF SANGAMON CO | |||||||
| 2744 S 6TH STREET | SPRINGFIELD | IL | 62703 | NONE | PC | REMODEL A HOME | $25,000 |
| JOSHUA JACKSON | |||||||
| 234 2ND ST | LINCOLN | IL | 62656 | NONE | I | SCHOLARSHIP | $662 |
| LEWIS & CLARK COMMUNITY COLLEGE | |||||||
| 5800 GODFREY RD | GODFREY | IL | 62035 | NONE | PC | SCHOLARSHIP | $1,224 |
| LINCOLN COMMUNITY THEATER | |||||||
| PO BOX 61 | LINCOLN | IL | 62656 | NONE | PC | YOUTH THEATER | $3,500 |
| LINCOLN F C | |||||||
| 1275 2300TH AVENUE | KENNEY | IL | 61749 | NONE | PC | YOUTH FOOTBALL | $5,000 |
| METHODIST COLLEGE | |||||||
| 7600 N ACADEMIC DRIVE | PEORIA | IL | 61615 | NONE | PC | SCHOLARSHIP | $6,443 |
| MIKAYLA MEYER | |||||||
| 218 W JASPER | MT PULASKI | IL | 62548 | NONE | I | SCHOLARSHIP | $439 |
| SAMANTHA JOHNSON | |||||||
| 1105 N STATE ST APT F3 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $107 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | SCHOLARSHIP | $18,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $709,774 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,439 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,502 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $75,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $489,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $902,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $902,008 | 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 | $4,187 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,187 | 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 | $965,458 | $1,485,641 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | $816,265 | $919,936 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $1,544,438 | $1,512,088 |
| FIDELITY MUTUAL FUNDS | AT COST | $8,925,869 | $9,464,285 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $9,886 | $9,361 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,685 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,685 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $120 | $120 | |
| DUES & SUBSCRIPTIONS | $750 | $750 | |
| FILING FEES | $25 | $25 | |
| INSURANCE | $1,760 | $1,760 | |
| PROPERTY SALE SIGN | $300 | $300 | |
| Rental Expenses | $6,643 | $6,643 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| APPRAISAL FEE | $1,035 | $0 | $0 | $1,035 |
| INVESTMENT MANAGEMENT FEES | $54,481 | $54,481 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $16,749 | ||
| FOREIGN TAX | $7,054 | $7,054 | |
| PAYROLL TAXES | $3,971 | $184 | $3,787 |
Comments