MORTON COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MORTON COMMUNITY FOUNDATION (EIN 37-1397503)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349301570
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:59:39-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371106622 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ginoli & Company LtdCPA's | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N University Ste A | AddressLine1 |
| City | Peoria | City |
| State | IL | State |
| ZIP Code | 616148303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371397503 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORT | NameControl |
| Phone | 3092910434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E JEFFERSON ST | AddressLine1 |
| City | MORTON | City |
| State | IL | State |
| ZIP Code | 61550 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT WITZIG | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3092910434 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark D ReinkenCPA | Name |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT WITZIG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N MAIN ST | AddressLine1 |
| City | MORTON | City |
| State | IL | State |
| ZIP Code | 61550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 638990 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mortoncommunityfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | BENEFIT RESIDENTS OF MORTON AREA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 373598 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 487136 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 119853 | InvestmentIncomePriorYear |
| Investment Income Current Year | 48065 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2682 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83518 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 496133 | TotalRevenuePriorYear |
| Total Revenue Current Year | 618719 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 53950 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 134966 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 97353 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 105518 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2541 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 45306 | OtherExpensePriorYear |
| Other Expenses Current Year | 51147 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 196609 | TotalExpensesPriorYear |
| Total Expenses Current Year | 291631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 299524 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 327088 | RevenuesLessExpensesCY |
| Total Assets BOY | 1802606 | TotalAssetsBOY |
| Total Assets EOY | 2205766 | TotalAssetsEOY |
| Total Liabilities BOY | 141773 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 195730 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1660833 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2010036 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE MORTON COMMUNITY FOUNDATION IS TO RECEIVE, INVEST AND DISTRIBUTE FUNDS FOR THE BENEFIT OF MORTON AREA RESIDENTS AND TO HELP THEM ACHIEVE THEIR PHILANTHROPIC GOALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 158013 | Expense |
| Grants | 134966 | Grants |
| Description | PRIMARY EFFORTS WERE INFORMATIONAL REGARDING INTENT TO ACCUMULATE A PERMANENT ENDOWMENT WITH ANNUAL GRANTS TO BENEFIT RESIDENTS OF MORTON AREA TO BE MADE FROM EARNINGS. | Description |
| Total Program Service Expense | 158013 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT WITZIG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3092910434 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N MAIN ST SUITE B | AddressLine1 |
| City | MORTON | City |
| State | IL | State |
| ZIP Code | 61550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARY JANE JOHNSON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CRAIG BARLEY | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| LINDA MARTIN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ROB PERSONETT | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CHRISTINA TAYLOR | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| LAURA ELAM | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| NICOLE GIBSON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MICHELE KUHL | ||||||
| VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| WAYNE MENOLD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DAVE MILLS | ||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | X |
| MIKE MURPHY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| TYLER PETERSEN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JANICE SHERMAN | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 487136 | AllOtherContributions |
| Total Contributions | 487136 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48065 | TotalRevenueColumn |
| Exclusion | $48,065 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 85372 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20271 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65101 | TotalRevenueColumn |
| Exclusion | $65,101 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18417 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18417 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18417 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 618719 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18417 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $113,166 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134966 | Total |
| Program Services | 134966 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85338 | Total |
| Management And General | 85338 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800 | Total |
| Management And General | 1800 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11911 | Total |
| Management And General | 11911 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6469 | Total |
| Management And General | 6469 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3750 | Total |
| Management And General | 3750 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23047 | Total |
| Program Services | 23047 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2541 | Total |
| Fundraising | 2541 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10823 | Total |
| Management And General | 10823 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1843 | Total |
| Management And General | 1843 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611 | Total |
| Management And General | 1611 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| PRINTING & MATERIALS | 3353 | 3353 |
| MISCELLANEOUS MANAGEMEN | 1953 | 1953 |
| TECH SUPPORT | 1219 | 1219 |
| DUES | 1007 | 1007 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291631 | Total |
| Program Services | 158013 | ProgramServices |
| Management And General | 131077 | ManagementAndGeneral |
| Fundraising | 2541 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461088 | BOY |
| EOY | 530252 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1338898 | BOY |
| EOY | 1670814 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2620 | BOY |
| EOY | 4700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9658 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9658 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1802606 | BOY |
| EOY | 2205766 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3571 | BOY |
| EOY | 6127 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10518 | BOY |
| EOY | 15190 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127684 | BOY |
| EOY | 174413 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141773 | BOY |
| EOY | 195730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506559 | BOY |
| EOY | 479874 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154274 | BOY |
| EOY | 1530162 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1660833 | BOY |
| EOY | 2010036 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1802606 | BOY |
| EOY | 2205766 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 327088 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 22115 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 462711 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 106464 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 283500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 487136 | CurrentTaxYear |
| Total | 1756440 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 462711 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 106464 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 283500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 487136 | CurrentTaxYear |
| Total | 1756440 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1756440 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26416 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24987 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 119853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48065 | CurrentTaxYear |
| Total | 249741 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1760 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103789 | CurrentTaxYear |
| Total | 112454 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2118635 | TotalSupport |
| Public Support Pertcentage170 | 0.82900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 100000 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 72300 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 264823 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1356538 | BeginningOfYearBalance |
| Contributions | 353762 | Contributions |
| Investment Earnings Or Losses | 68849 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 65675 | GrantsOrScholarships |
| Other Expenditures | 17876 | OtherExpenditures |
| End Of Year Balance | 1695598 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 986473 | BeginningOfYearBalance |
| Contributions | 252392 | Contributions |
| Investment Earnings Or Losses | 202819 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 70359 | GrantsOrScholarships |
| Other Expenditures | 13192 | OtherExpenditures |
| End Of Year Balance | 1356538 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 817911 | BeginningOfYearBalance |
| Contributions | 75802 | Contributions |
| Investment Earnings Or Losses | 114781 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14100 | GrantsOrScholarships |
| Other Expenditures | 7921 | OtherExpenditures |
| End Of Year Balance | 986473 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9658 | OtherCostOrOtherBasis |
| Depreciation | 9658 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYROLL LIABILITIES | $2,346 |
| AGENCY LIABILITIES | $172,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 174413 | TotalOfAmounts |
| Total Revenue | 618719 | TotalRevenue |
| Total Expenses | 291631 | TotalExpenses |
| Excess Or Deficit For Year | 327088 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 22115 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 22115 | TotalAdjustments |
| Excess Or Deficit Per FS | 349203 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 646834 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22115 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 6000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 28115 | RevenueNotRptdF990 |
| Revenue Subtotal | 618719 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 618719 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 297631 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 6000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 291631 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 291631 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES OF THE FOUNDATION. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 85372 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 85372 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 20271 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 85372 | GrossReceiptsTotal |
| Gross Revenue Total Events | 85372 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 20271 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20271 | DirectExpenseSummaryEvents |
| Net Income Summary | 65101 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE GOVERNING BODY DOES NOT REVIEW FORM 990 BEFORE IT IS FILED WITH THE IRS. | |
| Form 990, Part VI, Section B, line 12c | THE PRESIDENT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. | |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 22,115. | Changes in Net Assets or Fund Balances: |
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