WOODS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201601269349100540
- Schema version
- 2015v2.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T11:14:50-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-03 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,247,286 | 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 | $2,950 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,950 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,950 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $324,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,115 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $324,115 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $72,746 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $72,746 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $72,746 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $66,656 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $755,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,722,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $755,692 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,524 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,164,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,155,503 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $399,811 | 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 | $167 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $167 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,471 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,471 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $435 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,786 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $759,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,082,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $399,811 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $413,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $727,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $727,880 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,261,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,253,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,519,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,674,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,981,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,247,286 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,649 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,858 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,858 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,664,679 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,966,647 | UnrestrictedEOYAmt |
| Temporarily Restricted EOY | $9,583 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,664,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,976,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,674,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,981,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,664,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $235 | OtherIncreasesAmt |
| Subtotal | $14,976,230 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,976,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6637.957 RUSSELL US CORE EQUITY CL I | P | 2008-09-04 | 2015-04-17 | $257,000 | $187,060 | $69,940 | $69,940 |
| 876.232 RUSSELL EMERGING MKTS | P | 2008-09-04 | 2015-04-17 | $16,000 | $14,101 | $1,899 | $1,899 |
| 495.595 RUSSELL GL OPPORTUN CREDIT FUND S | P | 2011-08-29 | 2015-11-20 | $4,500 | $4,985 | -$485 | -$485 |
| 14218.447 RUSSELL GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2015-04-17 | $167,000 | $117,199 | $49,801 | $49,801 |
| 2941.176 RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2015-04-17 | $36,000 | $30,650 | $5,350 | $5,350 |
| 1043.921 RUSSELL GLOBAL REAL ESTATE SEC | P | 2009-01-15 | 2015-04-17 | $41,200 | $35,974 | $5,226 | $5,226 |
| 2573.131 RUSSELL INTERNAT'L DEVELOP MKT CL I | P | 2008-09-04 | 2015-04-17 | $95,000 | $80,330 | $14,670 | $14,670 |
| 10897.773 RUSSELL STRATEGIC BOND CL I | P | 2008-09-04 | 2015-07-10 | $118,650 | $111,612 | $7,038 | $7,038 |
| 4477.017 RUSSELL US DEFENSIVE EQUITY CLASS I | P | 2008-09-04 | 2015-04-17 | $212,000 | $128,494 | $83,506 | $83,506 |
| 2151.574 RUSSELL US SMALL MIDCAP | P | 2008-09-04 | 2015-04-17 | $67,000 | $46,512 | $20,488 | $20,488 |
| FIDELITY LONG-TERM CAPITAL GAIN DISTRIB | P | 2001-01-01 | 2015-12-31 | $311,843 | $311,843 | $311,843 | |
| FIDELITY LONG-TERM CAPITAL GAIN DISTRIB | P | 2001-01-01 | 2015-12-31 | $276 | $276 | $276 | |
| 4489.051 DFA INTL REAL ESTATE SECURITIES PORT | P | 2012-09-24 | 2015-04-21 | $24,550 | $24,152 | $398 | $398 |
| 396.04 DFA INTL SMALL CAP VALUE PORT | P | 2008-04-17 | 2015-04-21 | $7,962 | $5,670 | $2,292 | $2,292 |
| 1250.680 DFA INTL SMALL CO PORT | P | 2004-09-09 | 2015-04-21 | $22,950 | $16,137 | $6,813 | $6,813 |
| 1730.068 DFA INTL VALUE PORT INSTL | P | 2004-09-09 | 2015-04-21 | $33,150 | $25,648 | $7,502 | $7,502 |
| 1798.666 DFA US LARGE CAP VALUE P | P | 2004-09-09 | 2015-04-21 | $61,950 | $30,403 | $31,547 | $31,547 |
| 1248.959 DFA US SMALL CAP VALUE PORTFOLIO | P | 2004-12-01 | 2015-04-21 | $44,950 | $28,828 | $16,122 | $16,122 |
| 1491.366 LKCM SMALL CAP EQUITY | P | 2005-12-30 | 2015-04-21 | $37,950 | $29,489 | $8,461 | $8,461 |
| 392.643 VANGUARD 500 INDEX | P | 2007-10-03 | 2015-04-21 | $75,950 | $40,176 | $35,774 | $35,774 |
| 199.433 VANGUARD REIT INDEX | P | 2008-11-19 | 2015-04-21 | $23,150 | $10,004 | $13,146 | $13,146 |
| SCHWAB LONG-TERM CAPITAL GAIN DISTRIBUT | P | 2001-01-01 | 2015-12-31 | $63,850 | $63,850 | $63,850 | |
| Wash Sale | $235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $755,692 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $719,849 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,285,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04164 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $937,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,658,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,287,580 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,024,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08035 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $955,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,839,820 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05676 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $832,881 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,954,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05221 | DistributionYr5Rt |
| Total Distribution | 0.287246 | TotalDistributionRt |
| Average Distribution | 0.057449 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,668,388 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $957,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,829 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $968,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $759,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,658 | SubtotalAmt |
| Tax Based On Investment Income | $21,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,858 | 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 | $13,949,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $776,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,197,150 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,922,221 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,922,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,668,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $833,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $833,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,658 | TotalTaxAmt |
| Distributable Before Adj | $811,761 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $811,761 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $811,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $759,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $759,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $759,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $811,761 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $111,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,933 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $229,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $759,225 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $759,225 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $52,536 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,536 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,901 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $176,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $58,968 | ExcessFromYear3Amt |
| Excess From Year2 | $117,933 | ExcessFromYear2Amt |
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 (47 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 | Unrestricted | $105,000 |
| St Claras Senior Services Inc | |||||||
| 200 Fifth Street | LINCOLN | IL | 62656 | None | PC | UNRESTRICTED | $5,000 |
| SANGAMON CONSERVANCY TRUST | |||||||
| 40 ADOLPH LANE SUITE 7 | SPRINGFIELD | IL | 62703 | NONE | PC | ROCHESTER ARBORETUM OUTDOOR CLASSROOM | $5,000 |
| 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 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| PO BOX 233 | BLOOMINGTON | IL | 61701 | NONE | PC | RENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS | $121,206 |
| JUNIOR ACHIEVEMENT OF CENT IL | |||||||
| 4450 N PROSPECT RD STE C4 | PEORIA HEIGHTS | IL | 61616 | NONE | PC | CLASSROOM PROGRAMS IN LOGAN COUNTY | $6,000 |
| LAKEVIEW MUSEUM OF ARTS & SCIENCES | |||||||
| 1125 W LAKE AVENUE | PEORIA | IL | 61614 | NONE | PC | MUSEUM & ACTIVITIES GRANT | $100,000 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $130,203 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $3,181 |
| SOUTHERN IL UNIVERSITY EDWARDSVILLE | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $20,640 |
| UNIV OF IL SPRINGFIELD | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $395 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| CAMERON HARNACKE | |||||||
| 1620 100TH AVE | NEW HOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $375 |
| BRITTANY GRABER | |||||||
| 1560 2575TH STREET | ATLANTA | IL | 61723 | NONE | I | COLLEGE SCHOLARSHIP | $122 |
| MARCUS HOOCK | |||||||
| 307 E CHESTNUT | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,043 |
| TAMMY HUYNH | |||||||
| 1425 PEKIN STREET | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $4,661 |
| GREENVILLE COLLEGE | |||||||
| 315 E COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $16,795 |
| ATLANTA PUBLIC LIBRARY DISTRICT | |||||||
| PO BOX 568 | ATLANTA | IL | 61723 | NONE | PC | BUILDING REPAIRS AND CHILDREN'S LIBRARY. | $10,000 |
| 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 |
| KAYA ALBERT | |||||||
| 801 N SHERMAN ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $924 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | SCHOLARSHIPS | $3,941 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | SCHOLARSHIPS | $2,779 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIPS | $4,305 |
| BALL STATE UNIVERSITY | |||||||
| OFFICE OF BURSAR | MUNCIE | IN | 47306 | NONE | PC | SCHOLARSHIPS | $16,492 |
| JESSIE MAUS | |||||||
| 5 LAMPLIGHTER CIRCLE | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $707 |
| BRIAN METELKO | |||||||
| 1314 FELDMAN DR | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $483 |
| DALTON PRESSWOOD | |||||||
| 110 HERITAGE AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $185 |
| MILLIKIN UNIVERSITY | |||||||
| 1184 W MAIN ST | DECATUR | IL | 62522 | NONE | PC | COLLEGE SCHOLARSHIP | $9,205 |
| MORGAN KINNAIRD | |||||||
| 206 N LAFAYETTE ST | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $1,507 |
| OLIVIA HUDSPETH | |||||||
| 414 N UNIION ST | LINCOLN | IL | 62656 | NONE | I | COLLEGESCHOLARSHIP | $150 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PC | SCHOLARSHIP | $12,229 |
| ST JOHNS COLLEGE | |||||||
| 729 E CARPENTER ST | SPRINGFIELD | IL | 62702 | NONE | PC | SCHOLARSHIP | $60 |
| ST FRANCIS MEDICAL CTR NURSING COLLEGE | |||||||
| 511 NE GREENLEAF ST | PEORIA | IL | 61603 | NONE | PC | SCHOLARSHIP | $50 |
| IL PRAIRIE COMMUNITY FOUNDATION | |||||||
| 2401 E WASHINGTON STE 300B | BLOOMINGTON | IL | 61704 | NONE | PC | EDUCATION | $20,000 |
| WEST SIDE CHRISTIAN CHURCH | |||||||
| 2850 CIDER MILL LANE | SPRINGFIELD | IL | 62702 | NONE | PC | EDUCATION | $10,000 |
| WHY NOT NOW INC | |||||||
| PO BOX 56 | FARMINGTON | IL | 61531 | NONE | PC | EDUCATION | $5,000 |
| ROUTE 66 HERITAGE FOUNDATIONLOGAN CO | |||||||
| 738 S WASHINGTON ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $2,500 |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIP | $9,820 |
| KYLE RAMLOW | |||||||
| 1739 600TH AVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,112 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,950 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,115 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $66,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $755,457 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HIST SOCIETY FUNDS RECD | $9,161 |
| RETURN OF PY GRANT | $363 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,149,178 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,524 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,158,702 | 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 | $3,471 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,471 | 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 | $1,500,000 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | $236,500 | $301,500 |
| US EQUITY MUTUAL FUNDS | AT COST | $963,426 | $1,412,638 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | $799,441 | $878,720 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $1,638,633 | $1,614,011 |
| FIDELITY MUTUAL FUNDS | AT COST | $8,947,163 | $9,408,228 |
| FIDELITY MUTUAL FUNDS - HISTORICAL SO | AT COST | $9,389 | $8,659 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $167 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $167 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $25 | $25 | |
| INSURANCE | $1,729 | $1,729 | |
| Rental Expenses | $6,090 | $6,090 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| HIST SOCIETY FUNDS RECD | $9,161 |
| RETURN OF PY GRANT | $363 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALES LOSSES DISALLOWED | Desc |
| Amt | $235 | Amt |
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 | $435 | $0 | $0 | $435 |
| INVESTMENT MANAGEMENT FEES | $57,039 | $57,039 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $21,658 | ||
| FOREIGN TAX | $6,880 | $6,880 | |
| PAYROLL TAXES | $3,970 | $184 | $3,786 |
Comments