WOODS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201501209349100215
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T09:39:59-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | WILLIAM B BATES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-04-30 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,272,160 | 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 | $3,375 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,375 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,375 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $363,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $363,770 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $363,770 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $91,443 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $91,443 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $91,443 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $85,591 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $436,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $637,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,303 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $899,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $458,588 | 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 | $2,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,453 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,453 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,261 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,497 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,662 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,852 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $661,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $661,751 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $809,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $822,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $458,588 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $815,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $413,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $413,041 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,759,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,261,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,859,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,575,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,674,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,272,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $956 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,649 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,649 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,574,226 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,664,679 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,574,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,664,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,575,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,674,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,574,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,453 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,664,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,664,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 935.454 DFA INTL SMALL CAP VALUE PORT | P | 2007-12-19 | 2014-04-25 | $19,950 | $13,392 | $6,558 | $6,558 |
| 1406.69 DFA US LARGE CAP VALUE P | P | 2004-09-09 | 2014-04-25 | $44,950 | $23,777 | $21,173 | $21,173 |
| 246.375 VANGUARD 500 INDEX | P | 2007-10-03 | 2014-04-25 | $34,950 | $20,823 | $14,127 | $14,127 |
| 1203.52 RUSSELL US CORE EQUITY CL I | P | 2008-09-04 | 2014-07-14 | $48,500 | $31,673 | $16,827 | $16,827 |
| 1755.926 RUSSLE GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2014-04-25 | $20,000 | $14,110 | $5,890 | $5,890 |
| 790.514 RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2014-04-25 | $10,000 | $8,111 | $1,889 | $1,889 |
| 1425.435 RUSSELL INTL SEC CLASS S | P | 2008-09-04 | 2014-07-14 | $53,000 | $44,405 | $8,595 | $8,595 |
| 1036.97 RUSSELL STRATEGIC BOND CL I | P | 2008-09-04 | 2014-10-03 | $11,500 | $10,593 | $907 | $907 |
| 586.992 RUSSELL US DEFENSIVE EQUITY CLASS I | P | 2008-09-04 | 2014-04-25 | $25,000 | $16,679 | $8,321 | $8,321 |
| 825.083 RUSSELL US SMALL CAP EQUITY CLASS I | P | 2008-09-04 | 2014-04-25 | $25,000 | $17,321 | $7,679 | $7,679 |
| LTCG DISTRIBTIONS - SCHWAB | P | 2008-01-01 | 2014-12-31 | $59,566 | $59,566 | $59,566 | |
| LTCG DISTRIBUTIONS - FIDELITY | P | 2008-01-01 | 2014-12-31 | $285,338 | $285,338 | $285,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $937,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,658,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,287,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,024,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $955,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,839,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $832,881 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,954,078 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,098,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03523 | DistributionYr5Rt |
| Total Distribution | 0.28083 | TotalDistributionRt |
| Average Distribution | 0.05617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,285,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $970,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $979,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,849 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,449 | SubtotalAmt |
| Tax Based On Investment Income | $16,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,649 | 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 | ||||||
| 709 W MACARTHUR AVE | 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 | $14,547,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $749,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,252,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,548,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,548,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,285,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $864,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $864,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,449 | TotalTaxAmt |
| Distributable Before Adj | $847,832 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $847,832 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $847,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,849 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $719,849 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $719,849 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $847,832 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $239,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $357,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,849 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $719,849 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $127,983 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $127,983 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $229,437 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $229,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $111,504 | ExcessFromYear2Amt |
| Excess From Year1 | $117,933 | ExcessFromYear1Amt |
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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LincolnLogan Food Pantry | |||||||
| 125 N Logan St | 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 | |||||||
| 1211 W Bradley Avenue | PEORIA | IL | 61605 | 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 | $5,000 |
| 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 |
| FAITH IN ACTION OF EDGAR CO | |||||||
| 256 W COURT ST | PARIS | IL | 61944 | NONE | PC | UNRESTRICTED | $3,000 |
| 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 |
| LAKEVIEW MUSEUM OF ARTS & SCIENCES | |||||||
| 1125 W LAKE AVENUE | PEORIA | IL | 61614 | NONE | PC | MUSEUM & ACTIVITIES GRANT | $200,000 |
| JOSHUA JORDAN | |||||||
| 430 MAYFAIR DRIVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $2,227 |
| RYAN BROWN | |||||||
| 503 S WALNUT ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $270 |
| QUINCY UNIVERSITY | |||||||
| 1800 COLLEGE AVE | QUINCY | IL | 62301 | NONE | PC | SCHOLARSHIPS | $12,516 |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD STREET | LOUISVILLE | KY | 40292 | NONE | GOV | SCHOLARSHIPS | $2,080 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 121 N KICKAPOO ST | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIP PROGRAM | $94,302 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $60,000 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | GOV | SCHOLARSHIPS | $3,239 |
| SOUTHERN IL UNIVERSITY EDWARDSVILLE | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | GOV | SCHOLARSHIPS | $2,644 |
| CATRICE PARKE-STACY | |||||||
| 1500 TREMONT ST LOT 2 | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $4,560 |
| KARLY ANDERSON | |||||||
| 505 COMMUNITY DRIVE | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIPS | $870 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | GOV | SCHOLARSHIPS | $16,151 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED & SUMMER BRIDGE PROGRAM | $85,500 |
| CAMERON HARNACKE | |||||||
| 1620 100TH AVE | NEW HOLLAND | IL | 62671 | NONE | I | COLLEGE SCHOLARSHIP | $5,519 |
| SHAKIA DAWSON | |||||||
| 1324 NICHOLSON ROAD | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $810 |
| SCOTT CLAMPET | |||||||
| 822 2000TH AVE | CHESTNUT | IL | 62518 | NONE | I | COLLEGE SCHOLARSHIP | $5,024 |
| MIRANDA LYNN BROOKS | |||||||
| 515 N MCLEAN ST | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $810 |
| BRITTANY GRABER | |||||||
| 1560 2575TH STREET | ATLANTA | IL | 61723 | NONE | I | COLLEGE SCHOLARSHIP | $839 |
| MARCUS HOOCK | |||||||
| 307 E CHESTNUT | MT PULASKI | IL | 62548 | NONE | I | COLLEGE SCHOLARSHIP | $6,135 |
| TAMMY HUYNH | |||||||
| 1425 PEKIN STREET | LINCOLN | IL | 62656 | NONE | I | COLLEGE SCHOLARSHIP | $16,596 |
| BENEDICTINE UNIVERSITY | |||||||
| PO BOX 809020 | CHICAGO | IL | 62656 | NONE | PC | COLLEGE SCHOLARSHIPS | $9,653 |
| GREENVILLE COLLEGE | |||||||
| 315 E COLLEGE AVE | GREENVILLE | IL | 62246 | NONE | PC | COLLEGE SCHOLARSHIPS | $10,025 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | PC | UNRESTRICTED | $5,000 |
| LOGAN COUNTY HEALTH DEPARTMENT | |||||||
| PO BOX 508 | LINCOLN | IL | 62656 | NONE | GOV | X-RAY EQUIPMENT | $11,851 |
| SENIOR CITIZENS OF LOGAN COUNTY | |||||||
| 204 7TH STREET | LINCOLN | IL | 62656 | 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 | SCHOLARSHIP | $60 |
| HEARTLAND COMMUNITY COLLEGE | |||||||
| 1500 WEST RAAB RD | NORMAL | IL | 61761 | NONE | GOV | SCHOLARSHIPS | $4,900 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 1210 | NORMAL | IL | 61790 | NONE | GOV | SCHOLARSHIPS | $10,438 |
| MARY JANE LETTERLE | |||||||
| 118 W COOKE ST | MT PULASKI | IL | 62548 | NONE | I | SCHOLARSHIP | $7,150 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUCK | LINCOLN | IL | 62656 | NONE | PC | SCHOLARSHIPS | $905 |
| TROY STOPHER | |||||||
| 610 N WASHINGTON ST | MT PULASKI | IL | 62548 | NONE | I | SCHOLARSHIP | $2,677 |
| LOGAN COUNTY GENEALOGICAL & HIST SOC | |||||||
| 114 N CHICAGO ST | LINCOLN | IL | 62656 | NONE | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $661,751 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,375 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $363,770 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $85,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,870 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PY GRANT | Desc |
| Related Or Exempt Function Incm | $4,303 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $889,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,303 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $893,909 | 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 | $3,453 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,453 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 40.951 ACRES LAND | FMV | $542,656 | $451,000 |
| 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 | $1,025,245 | $1,685,449 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | $843,212 | $1,001,467 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $1,577,896 | $1,572,405 |
| FIDELITY MUTUAL FUNDS | AT COST | $8,919,778 | $10,347,298 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $520 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $520 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES | $735 | $735 | |
| FILING FEES | $15 | $15 | |
| INSURANCE | $1,713 | $1,713 | |
| Rental Expenses | $5,852 | $5,852 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PY GRANT | Desc |
| Revenue And Expenses Per Books | $4,303 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $58,261 | Amt |
| Net Investment Income | $58,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF EXCISE TAX | $16,449 | ||
| FOREIGN TAX | $6,303 | $6,303 | |
| PAYROLL TAXES | $3,856 | $194 | $3,662 |
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