WOODS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201311289349100641
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T11:38:43-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM Abbott & Associates Ltd | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 S McLean St | AddressLine1 |
| City | Lincoln | City |
| State | IL | State |
| ZIP Code | 62656 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364196899 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 2177351234 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON ST | AddressLine1 |
| City | LINCOLN | City |
| State | IL | State |
| ZIP Code | 62656 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B BATES | Name |
| Title | President | Title |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Clayton GeorgeCPA | Name |
| PTIN | P00052565 | PTIN |
| Phone | 2177351576 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 16531730 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2946 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2946 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2946 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 368198 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 368198 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 368198 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 77752 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 77752 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 77752 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 72887 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 172659 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1397964 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 172659 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1129 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 621555 | TotalRevenueAndExpenses |
| Total Net Investment Income | 621555 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 450025 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 48000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2400 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 45600 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 2400 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 2400 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 553 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 553 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3513 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3513 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 55194 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 54594 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 600 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14036 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4815 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3672 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7424 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4865 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2559 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 131120 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 66674 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 58897 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1234232 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1234232 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1365352 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 66674 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1293129 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -743797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 554881 | NetInvestmentIncome |
| Adjusted Net Income | 450025 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1159116 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 776272 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 776272 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 451 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 451 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 14450715 | InvestmentsOtherBOY |
| Investments Other EOY | 14089187 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15755007 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 15609831 | TotalAssetsBOY |
| Total Assets EOY | 14865910 | TotalAssetsEOY |
| Total Assets EOYFMV | 16531730 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 124 | AccountsPayableBOY |
| Total Liabilities BOY | 124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 15609707 | UnrestrictedBOY |
| Unrestricted EOY | 14865910 | UnrestrictedEOY |
| Total Net Assets BOY | 15609707 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14865910 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15609831 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14865910 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15609707 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -743797 | ExcessOfRevenueOverExpenses |
| Subtotal | 14865910 | Subtotal |
| Total Net Assets Fund Balances EOY | 14865910 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| SCHWAB LONG-TERM CAPITAL GAIN DISTRIBUT | P | 2007-10-03 | 2012-12-31 | 37579 | 37579 | 37579 | |
| 667.208 VANGUARD 500 INDEX | P | 2007-10-03 | 2012-09-24 | 73950 | 17559 | 17559 | 56391 |
| 2410.607 VANGUARD REIT INDEX | P | 2008-11-19 | 2012-09-24 | 59950 | 25649 | 25649 | 34301 |
| 866.142 LKCM SMALL CAP EQUITY | P | 2004-09-09 | 2012-09-21 | 21950 | 4824 | 4824 | 17126 |
| 4506.144 ALPINE INTL REAL ESTATE EQTY INST | P | 2004-09-09 | 2012-09-21 | 97078 | -54468 | -54468 | 151546 |
| 1166.606 DFA US SMALL CAP VALUE PORTFOLIO | P | 2004-09-09 | 2012-09-21 | 31950 | 5023 | 5023 | 26927 |
| 3538.257 DFA US LARGE CAP VALUE P | P | 2004-09-09 | 2012-09-21 | 79950 | 20143 | 20143 | 59807 |
| FIDELITY LONG-TERM CAPITAL GAIN DISTRIB | P | 2008-09-04 | 2012-12-31 | 9057 | 9057 | 9057 | |
| 2128.404 RUSSELL US SMALL CAP EQUITY CLASS I | P | 2008-09-04 | 2012-06-22 | 53500 | 12064 | 12064 | 41436 |
| 5749.54 RUSSELL US DEFENSIVE EQUITY CLASS I | P | 2008-09-04 | 2012-06-22 | 192000 | 29997 | 29997 | 162003 |
| 23211.388 RUSSELL STRATEGIC BOND CL I | P | 2008-09-04 | 2012-06-22 | 258000 | 22205 | 22205 | 235795 |
| 2966.381 RUSSELL INTERNAT'L DEVELOP MKT CL I | P | 2008-09-04 | 2012-09-21 | 90000 | -2090 | -2090 | 92090 |
| 1029.866 RUSSELL GLOBAL REAL ESTATE SEC | P | 2008-09-04 | 2012-09-21 | 40000 | 5529 | 5529 | 34471 |
| 1482.48 RUSSELL GLOBAL REAL ESTATE SEC | P | 2008-09-04 | 2012-03-13 | 55000 | 5465 | 5465 | 49535 |
| 1966.041 RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2012-09-21 | 22000 | 2102 | 2102 | 19898 |
| 4439.512 RUSSELL GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2012-09-21 | 40000 | 4722 | 4722 | 35278 |
| 3073.546 RUSSELL GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2012-03-13 | 28000 | 3576 | 3576 | 24424 |
| 2367.424 RUSSELL GLOBAL OPPORTUNITY CREDIT FUND S | P | 2011-08-29 | 2012-09-21 | 25000 | 1132 | 1132 | 23868 |
| 5211.78 RUSSELL US CORE EQUITY CL I | P | 2008-09-04 | 2012-03-13 | 157500 | 21462 | 21462 | 136038 |
| 1101.928 RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2011-08-29 | 2012-03-13 | 12000 | 855 | 855 | 11145 |
| 1313.230 RUSSELL GLOBAL OPPORTUNITY CREDIT FUND S | P | 2011-08-29 | 2012-03-13 | 13500 | 274 | 274 | 13226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 172659 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1129 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 955759 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16839820 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05676 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 832881 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15954078 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05221 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 496704 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14098816 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03523 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 401732 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9430764 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04260 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 399402 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5965410 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06695 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25374 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05075 | AverageDistributionRatio |
| Net Noncharitable Assets | 16024754 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 813224 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5549 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 818773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1293129 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5549 | InvestmentIncomeExciseTax |
| Subtotal | 5549 | Subtotal |
| Tax Based On Investment Income | 5549 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Overpayment | 451 | Overpayment |
| Amount Credited To Next Year | 451 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B BATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2177351234 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 CLINTON STREET | AddressLine1 |
| City | LINCOLN | City |
| State | IL | State |
| ZIP Code | 62656 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CHRISTOPHER L GOLWITZER | ||||||
| 709 W MACARTHUR AVE | BLOOMINGTON | IL | 61701 | Director | 3.00 | 12000 |
| DAVID L GOLWITZER | ||||||
| 2201 Woodlawn Rd Suite 600 | Lincoln | IL | 62656 | SEC./TREAS. | 3.00 | 12000 |
| WILLIAM B BATES JR | ||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | Director | 3.00 | 12000 |
| WILLIAM B BATES | ||||||
| 306 Clinton St | Lincoln | IL | 62656 | President | 3.00 | 12000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13378808 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 637478 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2252500 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16268786 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 16268786 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 244032 | CashDeemedCharitable |
| Net Noncharitable Assets | 16024754 | NetNoncharitableAssets |
| Minimum Investment Return | 801238 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 801238 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5549 | TaxBasedOnInvestmentIncome |
| Total Tax | 5549 | TotalTax |
| Distributable Amount Before Adj | 795689 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 795689 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 795689 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1293129 | ExpensesAndContributions |
| Qualifying Distributions | 1293129 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5549 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1287580 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 795689 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 257953 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1293129 | QualifyingDistributions |
| Applied To Year1 | 257953 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 795689 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 239487 | RemainingDistriFromCorpus |
| Total Corpus | 239487 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 239487 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 239487 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| 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. |
| THE WOODS FOUNDATION | 306 CLINTON ST | LINCOLN | IL | 62656 | 2177351234 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (54 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SHAKIA DAWSON | |||||||
| 422 S KICKAPOO ST | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $60 |
| CAMERON HARNACKE | |||||||
| 1620 100TH AVE | NEW HOLLAND | IL | 62671 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,100 |
| OLYMPIA SOUTH ELEMENTARY SCHOOL | |||||||
| 103 NE 5TH ST PO BOX 166 | ATLANTA | IL | 61723 | NONE | 509A1 | TECHNOLOGY | $21,000 |
| NEW HOLLAND-MIDDLETOWN CUSD #88 | |||||||
| 75 1250TH STREET | MIDDLETOWN | IL | 62666 | NONE | 509A1 | TECHNOLOGY | $20,000 |
| LOGAN COUNTY ANIMAL RESCUE | |||||||
| 750 PRAIRIE | LINCOLN | IL | 62656 | NONE | 509A1 | VAN FOR ANIMAL TRANSPORTATION | $13,639 |
| ABRAHAM LINCOLN HEALTHCARE FOUNDATION | |||||||
| 200 STAHLHUT DR | LINCOLN | IL | 62656 | NONE | 509A1 | UNRESTRICTED | $5,000 |
| TOGETHER FOR LINCOLN | |||||||
| PO BOX 501 | LINCOLN | IL | 62656 | NONE | 509A2 | UNRESTRICTED | $5,000 |
| LINCOLN UNIVERSITY | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | NONE | 509A1 | LINCOLN HERITAGE MUSEUM | $310,000 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | 509A1 | SCHOLARSHIPS | $9,405 |
| KARLY ANDERSON | |||||||
| 2775 1100TH AVE | EMDEN | IL | 62635 | NONE | N/A | COLLEGE SCHOLARSHIPS | $810 |
| CATRICE PARKE-STACY | |||||||
| 1500 TREMONT ST LOT 2 | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,343 |
| UNIV OF IL SPRINGFIELD | |||||||
| PO BOX 19455 | SPRINGFIELD | IL | 62794 | NONE | 509A1 | SCHOLARSHIPS | $19,374 |
| SOUTHERN IL UNIVERSITY | |||||||
| PO BOX 1042 | EDWARDSVILLE | IL | 62026 | NONE | 509A1 | SCHOLARSHIPS | $9,738 |
| LINCOLNLAND COMMUNITY COLLEGE | |||||||
| PO BOX 19256 | SPRINGFIELD | IL | 62794 | NONE | 509A1 | SCHOLARSHIPS | $4,475 |
| ZION LUTHERAN SCHOOL | |||||||
| 1600 WOODLAWN ROAD | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| ZION LUTHERAN SCHOOL | |||||||
| 203 SOUTH VINE ST | MT PULASKI | IL | 62548 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| WEST LINCOLN-BROADWELL ESD #92 | |||||||
| 2695 WOODLAWN RD | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| MT PULASKI CUSD #23 | |||||||
| 119 NORTH GARDEN STREET | MT PULASKI | IL | 62548 | NONE | 509A1 | TECHNOLOGY GRANT | $40,000 |
| LINCOLN ELEMENTARY SCHOOL DIST #27 | |||||||
| 304 EIGHTH STREET | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $120,000 |
| LINCOLN COMMUNITY HIGH SCHOOL DIST #404 | |||||||
| 1000 PRIMM ROAD | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| HARTSBURG-EMDEN CUSD #21 | |||||||
| 400 WEST FRONT STREET | HARTSBURG | IL | 62643 | NONE | 509A1 | TECHNOLOGY GRANT | $40,000 |
| CHESTER-EAST LINCOLN SCHOOL DISTRICT | |||||||
| 1300 1500TH STREET | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| CARROLL CATHOLIC SCHOOL | |||||||
| 111 FOURTH STREET | LINCOLN | IL | 62656 | NONE | 509A1 | TECHNOLOGY GRANT | $20,000 |
| LINCOLN CHRISTIAN UNIVERSITY | |||||||
| 100 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | 509A1 | UNRESTRICTED | $50,000 |
| LAND OF LINCOLN HONOR FLIGHT | |||||||
| 57 COUNTRY PLACE | SPRINGFIELD | IL | 62703 | NONE | 509A1 | UNRESTRICTED | $4,000 |
| YMCA OF MIDDLE TENNESSEE | |||||||
| 3088 SMITH SPRINGS ROAD | ANTIOCH | TN | 37013 | NONE | 509A1 | UNRESTRICTED | $10,000 |
| CITY OF LINCOLN | |||||||
| PO BOX 509 | LINCOLN | IL | 62656 | NONE | 509A1 | PARK SITE DEVELOPMENT GRANT | $5,600 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 509A2 | UNRESTRICTED | $750 |
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 2403 WALNUT STREET | CAIRO | IL | 62914 | NONE | 509A1 | SCHOLARSHIP PROGRAM | $78,903 |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD STREET | LOUISVILLE | KY | 40292 | NONE | 509A1 | SCHOLARSHIPS | $7,143 |
| QUINCY UNIVERSITY | |||||||
| 1800 COLLEGE AVE | QUINCY | IL | 62301 | NONE | 509A1 | SCHOLARSHIPS | $11,039 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 PARK STREET | BLOOMINGTON | IL | 61701 | NONE | 509A1 | SCHOLARSHIPS | $18,488 |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | NONE | 509A1 | SCHOLARSHIPS | $16,990 |
| EASTERN IL UNIVERSITY | |||||||
| 600 LINCOLN AVENUE | CHARLESTON | IL | 61920 | NONE | 509A1 | SCHOLARSHIPS | $14,111 |
| RYAN BROWN | |||||||
| 503 S WALNUT ST | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,239 |
| JOSHUA JORDAN | |||||||
| 621 BELLAMY PLACE APT 108 | LOUISVILLE | KY | 40208 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,163 |
| JACOB SCHEURER | |||||||
| 1810 LIND ST BOX 494 | QUINCY | IL | 62301 | NONE | N/A | COLLEGE SCHOLARSHIP | $810 |
| MARY JANE LETTERLE | |||||||
| 118 W COOK ST | MT PULASKI | IL | 62548 | NONE | N/A | COLLEGE SCHOLARSHIP | $684 |
| ERIK FRICKE | |||||||
| 109 E MONROE APT A | MT PULASKI | IL | 62548 | NONE | N/A | COLLEGE SCHOLARSHIP | $360 |
| CARISSA SKAGGS | |||||||
| 260 CAMPUS VIEW DR | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $446 |
| ANDREW BRINKMAN | |||||||
| 413 WYATT AVE | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,310 |
| LAKEVIEW MUSEUM OF ARTS & SCIENCES | |||||||
| 1125 W LAKE AVENUE | PEORIA | IL | 61614 | NONE | 509A1 | MUSEUM & ACTIVITIES GRANT | $200,000 |
| JUNIOR ACHIEVEMENT OF CENT IL | |||||||
| 4450 N PROSPECT RD STE C4 | PEORIA HEIGHTS | IL | 61616 | NONE | 509A1 | EXPANSION IN LOGAN COUNTY | $7,252 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| 20 TIMBER POINTE LANE | HUDSON | IL | 61748 | NONE | 509A1 | CONSTRUCTION OF NEW CAMPSITE & MONUMENT FOR EAGLES' NEST | $10,000 |
| GIRL SCOUTS OF CENTRAL IL COUNCIL | |||||||
| 3 WESTPORT COURT | BLOOMINGTON | IL | 61704 | NONE | 509A1 | UNRESTRICTED | $5,000 |
| WD BOYCE COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 614 NE MADISON | PEORIA | IL | 61603 | NONE | 509A1 | UNRESTRICTED | $5,000 |
| FAITH IN ACTION OF EDGAR CO | |||||||
| 256 W COURT ST | PARIS | IL | 61944 | NONE | 509A1 | WHEELCHAIR RAMPS | $3,000 |
| SANGAMON CONSERVANCY TRUST | |||||||
| 40 ADOLPH LANE SUITE 7 | SPRINGFIELD | IL | 62703 | NONE | 509A2 | MAINTENANCE & UPKEEP OF HABITAT | $5,000 |
| St Claras Senior Services Inc | |||||||
| 200 Fifth Street | LINCOLN | IL | 62656 | None | 509A2 | BUILDING & UNRESTRICTED. | $5,000 |
| Christian Homes Inc | |||||||
| 200 N Postville Drive | LINCOLN | IL | 62656 | None | 509A2 | Unrestricted | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 West Green St | Urbana | IL | 61801 | None | 509A1 | Unrestricted | $5,000 |
| IL VALLEY PUBLIC TELECOM CORP WTVP | |||||||
| 1211 W Bradley Avenue | PEORIA | IL | 61605 | None | 509A1 | Unrestricted | $5,000 |
| HOME SWEET HOME MINISTRIES | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | none | 509A1 | Unrestricted | $5,000 |
| LincolnLogan Food Pantry | |||||||
| 125 N Logan St | LINCOLN | IL | 62656 | none | 509A1 | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1234232 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,946 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $368,198 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $72,887 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $172,659 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $616,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 616690 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | Category |
| Amount | $3,513 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3513 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY MUTUAL FUNDS | AT COST | 8738676 | 9544170 |
| NFP FIXED INCOME MUTUAL FUNDS | AT COST | ||
| NFP EQUITY MUTUAL FUNDS | AT COST | ||
| FIXED INCOME MUTUAL FUNDS | AT COST | 1513617 | 1566825 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | 845206 | 995427 |
| US EQUITY MUTUAL FUNDS | AT COST | 1096532 | 1396085 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | 236500 | 301500 |
| 240 ACRES CHAMPAIGN CO FARMLAND | FMV | 1116000 | 1500000 |
| 40.951 ACRES LAND | FMV | 542656 | 451000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $553 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 553 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SUPPLIES | 173 | 173 | |
| Rental Expenses | 4865 | 4865 | |
| INSURANCE | 1666 | 1666 | |
| FILING FEES | 15 | 15 | |
| DUES | 705 | 705 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LAND APPRAISAL | $600 | 0 | 0 | 600 |
| INVESTMENT MANAGEMENT FEES | $54,594 | 54594 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $3,856 | 184 | 3672 |
| FOREIGN TAX | $4,631 | 4631 | |
| 990-PF EXCISE TAX | $5,549 |
Comments