WOODS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WOODS FOUNDATION (EIN 36-4196899)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-11
- IRS object ID
- 201131319349100703
- Schema version
- 2010v3.2
- 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 | 2011-05-11T06:00:18-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Clayton GeorgeCPA | Name |
| Phone | 2177351576 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 17020401 | 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 | 6718 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6718 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 407122 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 407122 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 96086 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 96086 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 92064 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 101928 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1341657 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 101928 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 611854 | TotalRevenueAndExpenses |
| Total Net Investment Income | 611854 | TotalNetInvestmentIncome |
| 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 | 662 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 662 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3675 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3675 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 54498 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 54498 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 13044 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 9476 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3568 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 5462 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4072 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1390 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 127741 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 70446 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 57295 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 781000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 781000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 908741 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 70446 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 838295 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -296887 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 541408 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 424753 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 675937 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 675937 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 2586 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2586 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 15873307 | InvestmentsOtherBOY |
| Investments Other EOY | 15320247 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 16341878 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 16298060 | TotalAssetsBOY |
| Total Assets EOY | 15998770 | TotalAssetsEOY |
| Total Assets EOYFMV | 17020401 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2403 | AccountsPayableBOY |
| Total Liabilities BOY | 2403 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 16295657 | UnrestrictedBOY |
| Unrestricted EOY | 15998770 | UnrestrictedEOY |
| Total Net Assets BOY | 16295657 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15998770 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16298060 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15998770 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16295657 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -296887 | ExcessOfRevenueOverExpenses |
| Subtotal | 15998770 | Subtotal |
| Total Net Assets Fund Balances EOY | 15998770 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1221.747 RUSSELL GLOBAL REAL ESTATE SEC | P | 2008-09-04 | 2010-08-20 | 40000 | 40782 | -782 | -782 |
| 550.358 RUSSELL EMERGING MKTS | P | 2008-09-04 | 2010-08-20 | 10000 | 8266 | 1734 | 1734 |
| 19108.28 RUSSELL STRATEGIC BOND CL I | P | 2008-09-04 | 2010-08-20 | 210000 | 192611 | 17389 | 17389 |
| SCHWAB LONG-TERM CAPITAL GAIN DISTRIBUT | P | 2008-09-01 | 2010-12-31 | 23440 | 23440 | 23440 | |
| 19.657 VANGUARD REIT INDEX | P | 2008-09-23 | 2010-04-19 | 37950 | 28531 | 9419 | 9419 |
| 921.053 VANGUARD 500 INDEX | P | 2007-10-03 | 2010-04-19 | 83950 | 77580 | 6370 | 6370 |
| 1299.694 RAINIER INTERMEDIATE | P | 2004-09-23 | 2010-04-19 | 16950 | 16537 | 413 | 413 |
| 2967.359 PAYDEN SHORT TERM BOND | P | 2006-12-29 | 2010-04-19 | 29950 | 29710 | 240 | 240 |
| 4157.549 LKCM SMALL CAP EQUITY | P | 2004-09-23 | 2010-04-19 | 75950 | 82207 | -6257 | -6257 |
| 3519.669 DFA US LARGE CAP VALUE P | P | 2004-09-09 | 2010-04-19 | 67950 | 59272 | 8678 | 8678 |
| 1577.153 DFA US LARGE CAP VALUE P | P | 2004-09-09 | 2010-04-19 | 36950 | 36420 | 530 | 530 |
| 2448.58 DFA TWO YEAR GLOBAL F-I | P | 2007-02-02 | 2010-04-19 | 24950 | 24974 | -24 | -24 |
| 1758.958 DFA INTL SMALL CO PORT | P | 2004-09-09 | 2010-04-19 | 26950 | 22443 | 4507 | 4507 |
| 1351.351 DFA INTERNATIONAL SMALL CAP VALUE | P | 2004-09-09 | 2010-04-19 | 21950 | 19271 | 2679 | 2679 |
| 2265.006 DFA INTERNATIONAL VALUE | P | 2004-09-09 | 2010-04-19 | 39950 | 33368 | 6582 | 6582 |
| 3125 DFA INTERM GOVT FIXED | P | 2008-04-17 | 2010-04-19 | 37950 | 37530 | 420 | 420 |
| 1245.552 DFA FIVE YEAR GLOBAL FIXED INCOME | P | 2004-09-30 | 2010-04-19 | 13950 | 13260 | 690 | 690 |
| 338.328 DFA EMERGING MARKETS SMALL CAP | P | 2008-04-17 | 2010-04-19 | 6967 | 4134 | 2833 | 2833 |
| 599.647 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2005-03-08 | 2010-04-19 | 16950 | 11030 | 5920 | 5920 |
| 580.862 DFA EMERGING MARKETS VALUE PORTFOLIO | P | 2008-06-10 | 2010-04-19 | 18950 | 12244 | 6706 | 6706 |
| 2638.282 RUSSELL US QUANT CLASS I | P | 2008-04-21 | 2010-04-19 | 72500 | 74820 | -2320 | -2320 |
| 2365.69 RUSSELL REAL ESTATE SECURITIES | P | 2008-09-04 | 2010-04-19 | 77500 | 79010 | -1510 | -1510 |
| 939.85 RUSSELL EMERGING MKTS | P | 2008-09-04 | 2010-04-19 | 17500 | 14117 | 3383 | 3383 |
| 10573.308 RUSSELL STRATEGIC BOND CL I | P | 2008-09-04 | 2010-04-19 | 112500 | 106473 | 6027 | 6027 |
| 163.988 RUSSELL INTL DEV MKT | P | 2008-09-04 | 2010-04-19 | 5000 | 5159 | -159 | -159 |
| 2177.068 RUSSELL US SMALL MIDCAP | P | 2008-09-04 | 2010-04-19 | 45000 | 42518 | 2482 | 2482 |
| 3707.224 RUSSELL US CORE EQUITY CL I | P | 2008-09-04 | 2010-04-19 | 97500 | 97426 | 74 | 74 |
| 8798.544 RUSSELL GLOBAL EQUITY CLASS S | P | 2008-09-04 | 2010-04-19 | 72500 | 70036 | 2464 | 2464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 101928 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 496704 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14098816 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03523 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 401732 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9430764 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04260 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 399402 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5965410 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06695 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 175200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5600574 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03128 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 231605 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5038992 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04596 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.22203 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04441 | AverageDistributionRatio |
| Net Noncharitable Assets | 15954078 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 708441 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5414 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 713855 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 838295 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5414 | InvestmentIncomeExciseTax |
| Subtotal | 5414 | Subtotal |
| Tax Based On Investment Income | 5414 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8000 | TotalCreditsAndPayments |
| Overpayment | 2586 | Overpayment |
| Amount Credited To Next Year | 2586 | 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 | ||||||
| 103 MABEE STREET | EAST PEORIA | IL | 61611 | Director | 2.00 | 12000 |
| DAVID L GOLWITZER | ||||||
| 2201 Woodlawn Rd Suite 600 | Lincoln | IL | 62656 | SEC./TREAS. | 2.00 | 12000 |
| WILLIAM B BATES JR | ||||||
| 306 CLINTON ST | LINCOLN | IL | 62656 | Director | 2.00 | 12000 |
| WILLIAM B BATES | ||||||
| 306 Clinton St | Lincoln | IL | 62656 | President | 2.00 | 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 | 13568839 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 824695 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1803500 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16197034 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 16197034 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 242956 | CashDeemedCharitable |
| Net Noncharitable Assets | 15954078 | NetNoncharitableAssets |
| Minimum Investment Return | 797704 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 797704 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5414 | TaxBasedOnInvestmentIncome |
| Total Tax | 5414 | TotalTax |
| Distributable Amount Before Adj | 792290 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 792290 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 792290 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 838295 | ExpensesAndContributions |
| Qualifying Distributions | 838295 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5414 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 832881 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 792290 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 429174 | UndistributedIncomePriorYear |
| Qualifying Distributions | 838295 | QualifyingDistributions |
| Applied To Year1 | 429174 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 409121 | AppliedToCurrentYear |
| Undistributed Income CY | 383169 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards | Recipient Phone NumberRecipientPhoneNumber |
|---|---|---|---|---|---|---|---|---|
| THE ADI EDUCATION CENTER | 305 N KICKAPOO ST | LINCOLN | IL | 62656 | 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 | COMPLETED GRANT APPLICATION PROVIDED BY THE WOODS FOUNDATION. | NONE | NONE | 2177351234 |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACADEMIC DEVELOPMENT INSTITUTE | |||||||
| 2403 WALNUT STREET | CAIRO | IL | 62914 | NONE | 509A1 | SCHOLARSHIP PROGRAM | $74,851 |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD STREET | LOUISVILLE | KY | 40292 | NONE | 509A1 | SCHOLARSHIPS | $13,635 |
| QUINCY UNIVERSITY | |||||||
| 1800 COLLEGE AVE | QUINCY | IL | 62301 | NONE | 509A1 | SCHOLARSHIPS | $13,011 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 PARK STREET | BLOOMINGTON | IL | 61701 | NONE | 509A1 | SCHOLARSHIPS | $10,203 |
| WESTERN IL UNIVERSITY | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | 509A1 | SCHOLARSHIPS | $16,689 |
| LINCOLN COLLEGE | |||||||
| 300 KEOKUK | LINCOLN | IL | 62656 | NONE | 509A1 | SCHOLARSHIPS | $13,142 |
| LEWIS UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | NONE | 509A1 | SCHOLARSHIPS | $10,628 |
| EASTERN IL UNIVERSITY | |||||||
| 600 LINCOLN AVENUE | CHARLESTON | IL | 61920 | NONE | 509A1 | SCHOLARSHIPS | $9,091 |
| RYAN BROWN | |||||||
| 503 S WALNUT ST | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,450 |
| JOSHUA JORDAN | |||||||
| 430 MAYFAIR DRIVE | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $450 |
| JACOB SCHEURER | |||||||
| 305 OGLESBY | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $360 |
| MARY JANE LETTERLE | |||||||
| 708 S MARION ST APT 1 | MT PULASKI | IL | 62548 | NONE | N/A | COLLEGE SCHOLARSHIP | $810 |
| ERICK FRICKE | |||||||
| 109 E MONROE APT A | MT PULASKI | IL | 62548 | NONE | N/A | COLLEGE SCHOLARSHIP | $810 |
| CARISSA SKAGGS | |||||||
| 260 CAMPUS VIEW DRIVE | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $810 |
| ANDREW BRINKMAN | |||||||
| 413 WYATT AVE | LINCOLN | IL | 62656 | NONE | N/A | COLLEGE SCHOLARSHIP | $810 |
| LINCOLNLOGAN CO DEV PARTNERSHIP | |||||||
| 1555 5TH ST | LINCOLN | IL | 62656 | NONE | 509A1 | UNRESTRICTED | $22,000 |
| UNITED METHODIST CHURCH | |||||||
| 241 N WALNUT ST | LATHAM | IL | 62543 | NONE | 509A1 | HEART OF IL WORKCAMP | $5,000 |
| ATLANTA HISTORICAL PRESERVATION COUNCIL | |||||||
| PO BOX 266 | ATLANTA | IL | 61723 | NONE | 509A1 | ROUTE 66 INFORMATION CENTER. | $5,000 |
| NATIONAL INSTITUTE FOR COMMUNITY | |||||||
| 175 HIGHPOINT DR | ROMEOVILLE | IL | 60456 | NONE | 509A1 | UNRESTRICTED | $2,000 |
| LAKEVIEW MUSEUM OF ARTS & SCIENCES | |||||||
| 1125 W LAKE AVENUE | PEORIA | IL | 61614 | NONE | 509A1 | MUSEUM & ACTIVITIES GRANT | $200,000 |
| LOGAN CO GENEAL & HIST SOCIETY | |||||||
| 114 N CHICAGO ST | LINCOLN | IL | 62656 | NONE | 509A2 | RESTORE CIVIL WAR SOLDIERS' MONUMENT | $6,500 |
| UNION CEMETERY ASSOCIATION OF LOG CO | |||||||
| PO BOX 14 | LINCOLN | IL | 62656 | NONE | 509A1 | RESTORE CHAPEL AT CEMETERY | $5,000 |
| JUNIOR ACHIEVEMENT OF CENT IL | |||||||
| 4450 N PROSPECT RD STE C4 | PEORIA HEIGHTS | IL | 61616 | NONE | 509A1 | EXPANSION IN LOGAN COUNTY | $9,000 |
| TIMBER POINTE CHARITABLE FOUNDATION | |||||||
| 20 TIMBER POINTE LANE | HUDSON | IL | 61748 | NONE | 509A1 | CONSTRUCTION OF NEW CAMPSITE & MONUMENT FOR EAGLES' NEST | $50,750 |
| IL LIBRARY SYSTEM DIR ORGANIZATION | |||||||
| C/O JAMES UBEL 536 N 15TH ST | MURPHYSBORO | IL | 62966 | NONE | 509A2 | UNRESTRICTED | $11,000 |
| GIRL SCOUTS OF CENTRILLIO 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 |
| ABRAHAM LINCOLN HEALTHCARE FND | |||||||
| 315 8TH STREET | LINCOLN | IL | 62656 | NONE | 509A1 | UNRESTRICTED | $5,000 |
| SANGAMON CONSERVANCY TRUST | |||||||
| 40 ADOLPH LANE SUITE 7 | SPRINGFIELD | IL | 62703 | NONE | 509A1 | MAINTENANCE & UPKEEP OF HABITAT | $5,000 |
| St Claras Senior Services Inc | |||||||
| 200 Fifth Street | LINCOLN | IL | 62656 | None | 509A2 | BUILDING & UNRESTRICTED. | $205,000 |
| Christian Homes Inc | |||||||
| 200 N Postville Drive | LINCOLN | IL | 62656 | None | 509A2 | Unrestricted | $5,000 |
| Habitat For Humanity | |||||||
| 302 Broadway St | LINCOLN | IL | 62656 | None | 509A2 | HOUSING | $45,000 |
| U of I 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 Mission | |||||||
| 303 East Oakland Avenue | BLOOMINGTON | IL | 61701 | none | 509A2 | Unrestricted | $5,000 |
| LincolnLogan Food Pantry | |||||||
| 125 N Logan St | LINCOLN | IL | 62656 | none | 509A2 | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 781000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEVIEW MUSEUM OF ARTS AND SCIENCES | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 W LAKE AVENUE | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 509A1 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | MUSEUM AND ACTIVITIES GRANT | PurposeOfGrantOrContribution |
| Amount | $800,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 800000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,718 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $407,122 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $92,064 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $83,587 | ExclusionAmount |
| Related Or Exempt Function Income | 18341 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $589,491 | ExclusionAmount |
| Related Or Exempt Function Income | 18341 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 607832 | 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 | $3,675 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3675 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NFP FIXED INCOME MUTUAL FUNDS | AT COST | 3525100 | 3714835 |
| NFP EQUITY MUTUAL FUNDS | AT COST | 6049957 | 6497687 |
| FIXED INCOME MUTUAL FUNDS | AT COST | 1631655 | 1657433 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | AT COST | 836537 | 1055386 |
| US EQUITY MUTUAL FUNDS | AT COST | 1381842 | 1613037 |
| 51.98 ACRES LOGAN CO FARMLAND | FMV | 236500 | 236500 |
| 240 ACRES CHAMPAIGN CO FARMLAND | FMV | 1116000 | 1116000 |
| 40.951 ACRES LAND | FMV | 542656 | 451000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $662 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 662 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SUPPLIES | 121 | 121 | |
| Rental Expenses | 4022 | 4022 | |
| INSURANCE | 749 | 749 | |
| FILING FEES | 15 | 15 | |
| DUES | 505 | 505 | |
| BANK FEES | 50 | 50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES-NFP | $42,498 | 42498 | 0 | 0 |
| CONSULTING FEES-PACESETTER | $12,000 | 12000 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $3,756 | 188 | 3568 |
| FOREIGN TAX | $3,874 | 3874 | |
| 990-PF EXCISE TAX | $5,414 | 5414 |
Comments