WOODS FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WOODS FOUNDATION (EIN 36-4196899)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-23
IRS object ID
201421139349100322
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-23T12:56:33-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JM Abbott & Associates LtdBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1207 S McLean StAddressLine1
CityLincolnCity
StateILState
ZIP Code62656ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364196899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WOODS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone2177351234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1306 CLINTON STAddressLine1
CityLINCOLNCity
StateILState
ZIP Code62656ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM B BATESPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonClayton GeorgeCPAPreparerPersonNm
PTINP00052565PTIN
Phone2177351576PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,382,778FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,628InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,628InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,628InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$268,786DividendsRevAndExpnssAmt
Dividends Net Invst Incm$268,786DividendsNetInvstIncmAmt
Dividends Adj Net Incm$268,786DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$87,522GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$87,522GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$87,522GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$82,172NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$364,482NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,425,955GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$364,482CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,623OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$728,041TotalRevAndExpnssAmt
Total Net Invst Incm$724,418TotalNetInvstIncmAmt
Total Adj Net Incm$359,936TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,600CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,400OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,400OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$536LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$536LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,518AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,518AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$55,634OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$55,634OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$15,676TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,458TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,662TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,788OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,350OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,438OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133,552TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,842TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,154TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$886,173ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$886,173ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,019,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,842TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$944,327TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$291,684ExcessRevenueOverExpensesAmt
Net Investment Income$655,576NetInvestmentIncomeAmt
Adjusted Net Income$359,936AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$776,272SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$815,382SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$815,382SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$451PrepaidExpensesBOYAmt
Other Investments BOY$14,089,187OtherInvestmentsBOYAmt
Other Investments EOY$13,759,800OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,567,396OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,865,910TotalAssetsBOYAmt
Total Assets EOY$14,575,182TotalAssetsEOYAmt
Total Assets EOYFMV$17,382,778TotalAssetsEOYFMVAmt
Accounts Payable EOY$956AccountsPayableEOYAmt
Total Liabilities EOY$956TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$14,865,910UnrestrictedBOYAmt
Unrestricted EOY$14,574,226UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$14,865,910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,574,226TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,865,910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,575,182TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,865,910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$291,684ExcessRevenueOverExpensesAmt
Subtotal$14,574,226SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,574,226TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2857.959 RUSSELL US CORE EQUITY CL IP2008-09-042013-06-14$100,000$74,785$25,215$25,215
971.817 RUSSELL GLOBAL OPPORTUNITY CREDIT FUND SP2011-08-292013-06-14$10,000$9,819$181$181
14634.146 RUSSELL GLOBAL EQUITY CLASS SP2008-09-042013-06-14$150,000$116,470$33,530$33,530
2158.895 RUSSELL GLOBAL INFRASTRUCTURE CL SP2011-08-292013-06-14$25,000$21,920$3,080$3,080
500.250 RUSSELL GLOBAL REAL ESTATE SECP2008-09-042013-06-14$20,000$16,892$3,108$3,108
4592.774 RUSSELL INTL SEC CLASS SP2008-09-042013-06-14$150,000$142,557$7,443$7,443
49.151 RUSSELL STRATEGIC BOND CL IP2008-09-042013-04-11$550$501$49$49
4083.485 RUSSELL STRATEGIC BOND CL IP2008-09-042013-06-14$45,000$41,639$3,361$3,361
3177.966 RUSSELL US DEFENSIVE EQUITY CLASS IP2008-09-042013-06-14$120,000$89,813$30,187$30,187
2051.282 RUSSELL US SMALL CAP EQUITY CLASS IP2008-09-042013-06-14$60,000$40,040$19,960$19,960
233.863 DFA EMERGING MARKETS SMALL CAPP2008-04-172013-06-06$4,971$3,035$1,936$1,936
346.42 DFA EMERGING MARKETS PORTFOLIOP2008-04-172013-06-06$8,957$6,758$2,199$2,199
27971.347 DFA TWO YEAR GLOBAL F-IP2008-04-072013-01-18$280,783$285,230-$4,447-$4,447
401.705 DFA TWO YEAR GLOBAL F-IP2012-04-072013-01-18$4,032$4,038-$6-$6
1065.719 DFA INTL SMALL CO PORTP2004-09-092013-06-06$17,950$13,751$4,199$4,199
1320.321 DFA INTERNATIONAL VALUEP2004-09-092013-06-06$22,950$19,573$3,377$3,377
3433.001 DFA US LARGE CAP VALUE PP2004-09-092013-06-06$92,950$58,028$34,922$34,922
1456.311 DFA US SMALL CAP VALUE PORTFOLIOP2004-09-092013-06-06$44,950$33,614$11,336$11,336
2031.341 DFA INTL SMALL CO PORTP2004-09-092013-06-06$34,950$29,081$5,869$5,869
557.325 LKCM SMALL CAP EQUITYP2004-12-302013-06-06$13,950$11,020$2,930$2,930
335.946 VANGUARD REIT INDEXP2008-11-192013-06-06$8,957$4,749$4,208$4,208
451.504 VANGUARD REIT INDEXP2007-10-032013-06-06$55,950$38,160$17,790$17,790
LTCG DISTRIBUTIONS - SCHWABP2007-01-012013-12-31$44,870$44,870$44,870
LTCG DISTRIBUTIONS - FIDELITYP2007-01-012013-12-31$109,185$109,185$109,185
FieldValueIRS element (for citing)
Capital Gain Net Income$364,482CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,287,580AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,024,754NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08035DistributionYr1Rt
Adjusted Qlfy Distri Yr2$955,759AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,839,820NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05676DistributionYr2Rt
Adjusted Qlfy Distri Yr3$832,881AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,954,078NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05221DistributionYr3Rt
Adjusted Qlfy Distri Yr4$496,704AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,098,816NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03523DistributionYr4Rt
Adjusted Qlfy Distri Yr5$401,732AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,430,764NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04260DistributionYr5Rt
Total Distribution0.26714TotalDistributionRt
Average Distribution0.05343AverageDistributionRt
Net Vl Noncharitable Assets$16,658,992NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$890,057AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,556NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$896,613AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$944,327QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,556InvestmentIncomeExciseTaxAmt
Subtotal$6,556SubtotalAmt
Tax Based On Investment Income$6,556TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Tax Due$956TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM B BATESBusinessNameLine1
FieldValueIRS element (for citing)
Phone2177351234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1306 CLINTON STREETAddressLine1
CityLINCOLNCity
StateILState
ZIP Code62656ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM B BATES
306 Clinton StLincolnIL62656President3.00$12,000
WILLIAM B BATES JR
306 CLINTON STLINCOLNIL62656Director3.00$12,000
DAVID L GOLWITZER
2201 Woodlawn Rd Suite 600LincolnIL62656SEC./TREAS.3.00$12,000
CHRISTOPHER L GOLWITZER
709 W MACARTHUR AVEBLOOMINGTONIL61701Director3.00$12,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,869,452AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$790,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,252,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,912,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,912,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$253,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,658,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$832,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$832,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,556TaxBasedOnInvestmentIncomeAmt
Total Tax$6,556TotalTaxAmt
Distributable Before Adj$826,394DistributableBeforeAdjAmt
Distributable Before Ded$826,394DistributableBeforeDedAmt
Distributable As Adjusted$826,394DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$944,327ExpensesAndContributionsAmt
Qualifying Distributions$944,327QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,556PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$937,771AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$826,394DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$239,487ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$239,487TotalExcessDistributionCyovAmt
Qualifying Distributions$944,327QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$826,394AppliedToCurrentYearAmt
Remaining Distri From Corpus$117,933RemainingDistriFromCorpusAmt
Total Corpus$357,420TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$357,420ExcessDistriCyovToNextYrAmt
Excess From Year1$239,487ExcessFromYear1Amt
Excess From Current Year$117,933ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE WOODS FOUNDATION
306 CLINTON STLINCOLNIL626562177351234COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION.NONENONE
THE ADI EDUCATION CENTER
305 N KICKAPOO STLINCOLNIL626562177326462NOMINATIONS OF LOGAN COUNTY STUDENTS MAY BE SUBMITTED BY TEACHERS AND COMMUNITY MEMBERS BY MAIL OR FAX TO THE ADI EDUCATION CENTER.MARCH 1BASED 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 (59 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LincolnLogan Food Pantry
125 N Logan StLINCOLNIL62656nonePCUnrestricted$5,000
HOME SWEET HOME MINISTRIES
303 East Oakland AvenueBLOOMINGTONIL61701nonePCUnrestricted$5,000
IL VALLEY PUBLIC TELECOM CORP WTVP
1211 W Bradley AvenuePEORIAIL61605NonePCUnrestricted$5,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 West Green StUrbanaIL61801NonePCUnrestricted$5,000
Christian Homes Inc
200 N Postville DriveLINCOLNIL62656NonePCUnrestricted$5,000
St Claras Senior Services Inc
200 Fifth StreetLINCOLNIL62656NonePCBUILDING & UNRESTRICTED.$5,000
SANGAMON CONSERVANCY TRUST
40 ADOLPH LANE SUITE 7SPRINGFIELDIL62703NONEPCROCHESTER ARBORETUM OUTDOOR CLASSROOM$5,000
FAITH IN ACTION OF EDGAR CO
256 W COURT STPARISIL61944NONEPCWHEELCHAIR RAMPS & HANDRAILS$3,000
WD BOYCE COUNCIL BOY SCOUTS OF AMERICA
614 NE MADISONPEORIAIL61603NONEPCUNRESTRICTED$5,000
GIRL SCOUTS OF CENTRAL IL COUNCIL
3 WESTPORT COURTBLOOMINGTONIL61704NONEPCUNRESTRICTED$5,000
TIMBER POINTE CHARITABLE FOUNDATION
20 TIMBER POINTE LANEHUDSONIL61748NONEPCRENOVATION & EQUIPPING WOODS CENTER FOR PROGRAMS$43,060
JUNIOR ACHIEVEMENT OF CENT IL
4450 N PROSPECT RD STE C4PEORIA HEIGHTSIL61616NONEPCCLASSROOM PROGRAMS IN LOGAN COUNTY$6,000
LAKEVIEW MUSEUM OF ARTS & SCIENCES
1125 W LAKE AVENUEPEORIAIL61614NONEPCMUSEUM & ACTIVITIES GRANT$100,000
ANDREW BRINKMAN
413 WYATT AVELINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$950
MARY JANE LETTERLE
118 W COOK STMT PULASKIIL62548NONENCCOLLEGE SCHOLARSHIP$1,175
JACOB SCHEURER
1810 LIND ST BOX 494QUINCYIL62301NONENCCOLLEGE SCHOLARSHIP$810
JOSHUA JORDAN
621 BELLAMY PLACE APT 108LOUISVILLEKY40208NONENCCOLLEGE SCHOLARSHIP$9,524
RYAN BROWN
503 S WALNUT STLINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$1,120
LEWIS UNIVERSITY
ONE UNIVERSITY PARKWAYROMEOVILLEIL60446NONEPCSCHOLARSHIPS$8,105
ILLINOIS WESLEYAN UNIVERSITY
1312 PARK STREETBLOOMINGTONIL61701NONEPCSCHOLARSHIPS$21,781
QUINCY UNIVERSITY
1800 COLLEGE AVEQUINCYIL62301NONEPCSCHOLARSHIPS$20,948
UNIVERSITY OF LOUISVILLE
2301 S 3RD STREETLOUISVILLEKY40292NONEPCSCHOLARSHIPS$9,834
ACADEMIC DEVELOPMENT INSTITUTE
121 N KICKAPOO STLINCOLNIL62656NONEPCSCHOLARSHIP PROGRAM$76,744
YMCA OF MIDDLE TENNESSEE
3088 SMITH SPRINGS ROADANTIOCHTN37013NONEPCCAMP SCHOLARSHIPS$5,000
LINCOLN CHRISTIAN UNIVERSITY
100 CAMPUS VIEW DRIVELINCOLNIL62656NONEPCREMODELING CLASSROOMS$50,000
CARROLL CATHOLIC SCHOOL
111 FOURTH STREETLINCOLNIL62656NONEPCTECHNOLOGY GRANT$20,000
CHESTER-EAST LINCOLN SCHOOL DISTRICT
1300 1500TH STREETLINCOLNIL62656NONEPCTECHNOLOGY GRANT$20,000
HARTSBURG-EMDEN CUSD #21
400 WEST FRONT STREETHARTSBURGIL62643NONEPCTECHNOLOGY GRANT$40,000
LINCOLN COMMUNITY HIGH SCHOOL DIST #404
1000 PRIMM ROADLINCOLNIL62656NONEPCTECHNOLOGY GRANT$20,000
LINCOLN ELEMENTARY SCHOOL DIST #27
304 EIGHTH STREETLINCOLNIL62656NONEPCTECHNOLOGY GRANT$120,000
MT PULASKI CUSD #23
119 NORTH GARDEN STREETMT PULASKIIL62548NONEPCTECHNOLOGY GRANT$40,000
WEST LINCOLN-BROADWELL ESD #92
2695 WOODLAWN RDLINCOLNIL62656NONEPCTECHNOLOGY GRANT$20,000
ZION LUTHERAN SCHOOL
203 SOUTH VINE STMT PULASKIIL62548NONEPCTECHNOLOGY GRANT$20,000
ZION LUTHERAN SCHOOL
1600 WOODLAWN ROADLINCOLNIL62656NONEPCTECHNOLOGY GRANT$20,000
LINCOLNLAND COMMUNITY COLLEGE
PO BOX 19256SPRINGFIELDIL62794NONEPCSCHOLARSHIPS$3,391
SOUTHERN IL UNIVERSITY EDWARDSVILLE
PO BOX 1042EDWARDSVILLEIL62026NONEPCSCHOLARSHIPS$7,434
UNIV OF IL SPRINGFIELD
PO BOX 19455SPRINGFIELDIL62794NONEPCSCHOLARSHIPS$4,695
CATRICE PARKE-STACY
1500 TREMONT ST LOT 2LINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$929
KARLY ANDERSON
2775 1100TH AVEEMDENIL62635NONENCCOLLEGE SCHOLARSHIPS$7,491
WESTERN IL UNIVERSITY
1 UNIVERSITY CIRCLEMACOMBIL61455NONEPCSCHOLARSHIPS$5,901
LINCOLN UNIVERSITY
300 KEOKUK STLINCOLNIL62656NONEPCLINCOLN HERITAGE MUSEUM$10,000
TOGETHER FOR LINCOLN
PO BOX 501LINCOLNIL62656NONEPCCHALLENGE GRANT FOR SUPPLIES TO REPAIR AND UPKEEP HOMES OF LESS FORTUNATE IN LOGAN COUNTY$10,000
NEW HOLLAND-MIDDLETOWN CUSD #88
75 1250TH STREETMIDDLETOWNIL62666NONEPCTECHNOLOGY$20,000
OLYMPIA SOUTH ELEMENTARY SCHOOL
103 NE 5TH ST PO BOX 166ATLANTAIL61723NONEPCTECHNOLOGY$17,205
CAMERON HARNACKE
1620 100TH AVENEW HOLLANDIL62671NONENCCOLLEGE SCHOLARSHIP$5,134
SHAKIA DAWSON
422 S KICKAPOO STLINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$686
SCOTT CLAMPET
822 2000TH AVECHESTNUTIL62518NONENCCOLLEGE SCHOLARSHIP$3,132
MIRANDA LYNN BROOKS
515 N MCLEAN STLINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$719
BRITTANY GRABER
1560 2575TH STREETATLANTAIL61723NONENCCOLLEGE SCHOLARSHIP$800
MARCUS HOOCK
307 E CHESTNUTMT PULASKIIL62548NONENCCOLLEGE SCHOLARSHIP$30
TAMMY HUYNH
1425 PEKIN STREETLINCOLNIL62656NONENCCOLLEGE SCHOLARSHIP$90
LINCOLN COMMUNITY HIGH SCHOOL FOUNDATION
1000 PRIMM ROADLINCOLNIL62656NONEPCIPADS FOR IMPAIRED STUDENTS$5,000
HUMANE SOCIETY OF LOGAN COUNTY
1801 E LINCOLN PARKWAYLINCOLNIL62656NONEPCFACILITY EXPANSION & PET CEMETERY$5,000
BENEDICTINE UNIVERSITY
PO BOX 809020CHICAGOIL62656NONEPCCOLLEGE SCHOLARSHIPS$4,842
GREENVILLE COLLEGE
315 E COLLEGE AVEGREENVILLEIL62246NONEPCCOLLEGE SCHOLARSHIPS$4,643
WEST SIDE CHRISTIAN CHURCH
2850 CIDER MILL LANESPRINGFIELDIL62702NONEPCRENOVATION OF A LOW-INCOME SCHOOL IN SPRINGFIELD IL$10,000
ATLANTA PUBLIC LIBRARY DISTRICT
PO BOX 568ATLANTAIL61723NONEPCBUILDING REPAIRS AND CHILDREN'S LIBRARY.$25,000
LOGAN COUNTY PARAMEDIC ASSOCIATION
1300 N POSTVILLE DRLINCOLNIL62656NONEPCFIELD VENTILATOR PURCHASE$6,000
SENIOR CITIZENS OF LOGAN COUNTY INC
204 7TH STREETLINCOLNIL62656NONEPCUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$886,173TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,628ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$268,786ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$82,172ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$364,482ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURN OF PY GRANTDesc
Related Or Exempt Function Incm$3,623RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$719,068ExclusionAmt
Related Or Exempt Function Incm$3,623RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$722,691TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$3,518Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,518DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
40.951 ACRES LANDFMV$542,656$451,000
240 ACRES CHAMPAIGN CO FARMLANDFMV$1,116,000$1,500,000
51.98 ACRES LOGAN CO FARMLANDFMV$236,500$301,500
US EQUITY MUTUAL FUNDSAT COST$1,002,347$1,620,587
INTERNATIONAL EQUITY MUTUAL FUNDSAT COST$811,260$1,050,631
FIXED INCOME MUTUAL FUNDSAT COST$1,542,013$1,527,040
FIDELITY MUTUAL FUNDSAT COST$8,509,024$10,116,638

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$536LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$536DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$20$20
DUES$735$735
FILING FEES$15$15
INSURANCE$1,668$1,668
Rental Expenses$5,350$5,350

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF PY GRANTDesc
Revenue And Expenses Per Books$3,623RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$55,634Amt
Net Investment Income$55,634NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF EXCISE TAX$6,556
FOREIGN TAX$5,265$5,265
PAYROLL TAXES$3,855$193$3,662

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