MORTON COMMUNITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORTON COMMUNITY FOUNDATION (EIN 37-1397503)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-27
- IRS object ID
- 202640589349301304
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-02-27T10:22:23-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 WEST SECOND STREET | AddressLine1Txt |
| City | SEYMOUR | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371397503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST AVE | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 615502035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WITZIG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3092910434 | PhoneNum |
| Signature | 2026-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KANDY L WISCHMEIER CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2026-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WITZIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST AVE | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 615502035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,236,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORTONCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MORTON COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR MORTON AREA RESIDENTS, NOW AND FOR GENERATIONS TO COME. WE DO THIS BY: BUILDING COMMUNITY ENDOWMENT, INVESTING IN OUR COMMUNITY THROUGH STRATEGIC GRANT MAKING, TURNING DONORS' CHARITABLE DREAMS INTO PERMANENT LEGACIES, AND PROVIDING LEADERSHIP TO IDENTIFY AND ADDRESS CHANGING COMMUNITY NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,505,444 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,326,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,596 | CYProgramServiceRevenueAmt |
| PY Investment Income | $416,845 | PYInvestmentIncomeAmt |
| CY Investment Income | $667,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,841 | PYOtherRevenueAmt |
| CY Other Revenue | $26,301 | CYOtherRevenueAmt |
| PY Total Revenue | $2,081,130 | PYTotalRevenueAmt |
| CY Total Revenue | $4,022,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $632,335 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $508,614 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $177,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,497 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $236,875 | PYOtherExpensesAmt |
| CY Other Expenses | $101,914 | CYOtherExpensesAmt |
| PY Total Expenses | $1,037,366 | PYTotalExpensesAmt |
| CY Total Expenses | $788,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,043,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,234,474 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,149,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,378,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $562,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,110,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,586,456 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,268,397 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MORTON COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR MORTON AREA RESIDENTS, NOW AND FOR GENERATIONS TO COME. WE DO THIS BY: BUILDING COMMUNITY ENDOWMENT, INVESTING IN OUR COMMUNITY THROUGH STRATEGIC GRANT MAKING, TURNING DONORS' CHARITABLE DREAMS INTO PERMANENT LEGACIES, AND PROVIDING LEADERSHIP TO IDENTIFY AND ADDRESS CHANGING COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $561,890 | ExpenseAmt |
| Grant | $465,664 | GrantAmt |
| Revenue | $2,596 | RevenueAmt |
| Desc | THROUGH ITS COMPETITIVE COMMUNITY GRANTS PROGRAM AND DONOR-ADVISED, DESIGNATED, AND FIELD-OF-INTEREST FUNDS, THE MORTON COMMUNITY FOUNDATION CONNECTS CHARITABLE CAPITAL WITH LOCAL OPPORTUNITIES THAT STRENGTHEN EDUCATION, ENHANCE PUBLIC SPACES, SUPPORT VULNERABLE POPULATIONS, AND IMPROVE OVERALL QUALITY OF LIFE IN THE MORTON AREA. EACH YEAR, THE FOUNDATION PARTNERS WITH GENEROUS DONORS TO AWARD MEANINGFUL GRANTS TO NONPROFIT ORGANIZATIONS, SCHOOLS, AND COMMUNITY INITIATIVES ADDRESSING CURRENT AND EMERGING NEEDS. BY LEVERAGING ENDOWED FUNDS, DONOR RECOMMENDATIONS, AND MATCHING OPPORTUNITIES, MCF ENSURES THAT CHARITABLE GIFTS ARE INVESTED WISELY AND DISTRIBUTED STRATEGICALLY TO CREATE LASTING, MEASURABLE IMPACT FOR GENERATIONS TO COME. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,950 | ExpenseAmt |
| Grant | $42,950 | GrantAmt |
| Desc | THE MORTON COMMUNITY FOUNDATION ADMINISTERS A GROWING NUMBER OF SCHOLARSHIP FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, CIVIC GROUPS, AND LOCAL BUSINESSES WHO ARE PASSIONATE ABOUT INVESTING IN THE NEXT GENERATION. THESE SCHOLARSHIPS PROVIDE FINANCIAL ASSISTANCE TO STUDENTS PURSUING HIGHER EDUCATION, VOCATIONAL TRAINING, AND CAREER PATHWAYS IN FIELDS SUCH AS HEALTHCARE, EDUCATION, ENGINEERING, AGRICULTURE, AND THE SKILLED TRADES. BY HONORING DONOR INTENT AND CELEBRATING THE LEGACIES BEHIND EACH FUND, MCF HELPS MAKE POST-SECONDARY EDUCATION MORE ACCESSIBLE WHILE STRENGTHENING THE FUTURE WORKFORCE AND LEADERSHIP OF OUR COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $604,840 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST AVE | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 615502035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SCOTT WITZIG | ||||||
| EXECUTIVE DIRECTOR | 45.00 | Yes (X) | Yes (X) | $124,520 | $0 | $3,549 |
| ALI KLOPFENSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISSA WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS RAJKUMAR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEJAN MAKSIMOVIC | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMMA SANFORD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY KING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MUNIZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE SANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN SIDNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA LUGINBUHL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GRYL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY LITERSKY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN MEMINGER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARB GETZ | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CINDY HONEGGER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIRK BODE | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $124,520 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,549 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $100 | FundraisingAmt |
| All Other Contributions | $3,326,398 | AllOtherContributionsAmt |
| Noncash Contributions | $121,840 | NoncashContributionsAmt |
| Total Contributions | $3,326,498 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | 900099 | $1,829 | $1,829 |
| MANAGEMENT FEES | 900099 | $767 | $767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,596 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,335 | TotalRevenueColumnAmt |
| Exclusion | $501,335 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,329,080 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,163,230 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,850 | TotalRevenueColumnAmt |
| Exclusion | $165,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,044 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,743 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,301 | TotalRevenueColumnAmt |
| Exclusion | $26,301 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,022,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,596 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $693,486 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,664 | TotalAmt |
| Program Services | $465,664 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,950 | TotalAmt |
| Program Services | $42,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,527 | TotalAmt |
| Program Services | $35,186 | ProgramServicesAmt |
| Management And General | $82,101 | ManagementAndGeneralAmt |
| Fundraising | $16,240 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,328 | TotalAmt |
| Program Services | $7,992 | ProgramServicesAmt |
| Management And General | $18,647 | ManagementAndGeneralAmt |
| Fundraising | $3,689 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460 | TotalAmt |
| Program Services | $385 | ProgramServicesAmt |
| Management And General | $898 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,263 | TotalAmt |
| Program Services | $3,231 | ProgramServicesAmt |
| Management And General | $7,541 | ManagementAndGeneralAmt |
| Fundraising | $1,491 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,265 | TotalAmt |
| Program Services | $627 | ProgramServicesAmt |
| Management And General | $5,011 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,537 | TotalAmt |
| Program Services | $42,537 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,433 | TotalAmt |
| Program Services | $887 | ProgramServicesAmt |
| Management And General | $1,773 | ManagementAndGeneralAmt |
| Fundraising | $1,773 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,353 | TotalAmt |
| Program Services | $535 | ProgramServicesAmt |
| Management And General | $4,283 | ManagementAndGeneralAmt |
| Fundraising | $535 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,252 | TotalAmt |
| Program Services | $3,250 | ProgramServicesAmt |
| Management And General | $6,502 | ManagementAndGeneralAmt |
| Fundraising | $6,500 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,752 | TotalAmt |
| Program Services | $475 | ProgramServicesAmt |
| Management And General | $3,802 | ManagementAndGeneralAmt |
| Fundraising | $475 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,303 | TotalAmt |
| Management And General | $8,303 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193 | TotalAmt |
| Program Services | $639 | ProgramServicesAmt |
| Management And General | $1,277 | ManagementAndGeneralAmt |
| Fundraising | $1,277 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,383 | $238 | $1,907 | $238 |
| PRINTING & POSTAGE | $1,221 | $244 | $489 | $488 |
| PROGRAM EXPENSE | $987 | $987 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,235 | TotalAmt |
| Management And General | $6,235 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,106 | TotalAmt |
| Program Services | $604,840 | ProgramServicesAmt |
| Management And General | $148,769 | ManagementAndGeneralAmt |
| Fundraising | $34,497 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,458 | BOYAmt |
| EOY | $682,762 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,231,697 | BOYAmt |
| EOY | $1,550,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,814 | BOYAmt |
| EOY | $8,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,031 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,998 | BOYAmt |
| EOY | $50,694 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,889,905 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,328 | BOYAmt |
| EOY | $196,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,149,295 | BOYAmt |
| EOY | $19,378,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,490 | BOYAmt |
| EOY | $31,982 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,021 | BOYAmt |
| EOY | $113,761 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,767,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,328 | BOYAmt |
| EOY | $197,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,839 | BOYAmt |
| EOY | $2,110,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,551 | BOYAmt |
| EOY | $2,633,216 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,007,905 | BOYAmt |
| EOY | $14,635,181 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,586,456 | BOYAmt |
| EOY | $17,268,397 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,149,295 | BOYAmt |
| EOY | $19,378,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,234,474 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $978,217 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$934,001 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$596,749 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,007,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,305,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,247,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,505,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,326,498 | CurrentTaxYearAmt |
| Total | $11,391,876 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,007,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,305,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,247,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,505,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,326,498 | CurrentTaxYearAmt |
| Total | $11,391,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,423,262 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,968,614 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,335 | CurrentTaxYearAmt |
| Total | $1,517,366 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,596 | CurrentTaxYearAmt |
| Total | $556,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,465,913 | TotalSupportAmt |
| Public Support CY170 | 0.59180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 38 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,341,692 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $388,970 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,690,623 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,231,697 | BeginningYearBalanceAmt |
| Contributions | $2,144,554 | ContributionsAmt |
| Investment Earnings Or Losses | $2,187,617 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $551,877 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,886 | OtherExpendituresAmt |
| End Year Balance | $16,888,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,388,756 | BeginningYearBalanceAmt |
| Contributions | $1,451,924 | ContributionsAmt |
| Investment Earnings Or Losses | $1,540,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $845,833 | GrantsOrScholarshipsAmt |
| Other Expenditures | $304,056 | OtherExpendituresAmt |
| End Year Balance | $13,231,697 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,520,854 | BeginningYearBalanceAmt |
| Contributions | $1,572,632 | ContributionsAmt |
| Investment Earnings Or Losses | $806,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $360,630 | GrantsOrScholarshipsAmt |
| Other Expenditures | $150,875 | OtherExpendituresAmt |
| End Year Balance | $11,388,756 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,651,850 | BeginningYearBalanceAmt |
| Contributions | $2,613,613 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,281,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $333,325 | GrantsOrScholarshipsAmt |
| Other Expenditures | $129,450 | OtherExpendituresAmt |
| End Year Balance | $9,520,854 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,467,112 | BeginningYearBalanceAmt |
| Contributions | $794,580 | ContributionsAmt |
| Investment Earnings Or Losses | $1,768,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $286,964 | GrantsOrScholarshipsAmt |
| Other Expenditures | $101,125 | OtherExpendituresAmt |
| End Year Balance | $8,641,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10463 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.89537 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,397 | DepreciationAmt |
| Book Value | $48,368 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,634 | DepreciationAmt |
| Book Value | $2,326 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,694 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER CURRENT LIABILITIES | $617 |
| RIGHT OF USE OPERATING LEASE PAYABL | $196,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $197,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,491,248 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $978,217 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$467,012 | OtherRevenueAmt |
| Revenue Not Reported | $511,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,980,043 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,537 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $42,537 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,022,580 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $875,306 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $129,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $129,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $745,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,537 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $42,537 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $788,106 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SFAS ADJUSTMENT FUNDRAISING EXPENSES ADMIN FEES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SFAS ADJUSTMENT FUNDRAISING EXPENSES ADMIN EXPENSES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 25TH ANNIVERSARY EVENT | Event1Nm |
| Gross Receipts Event1 | $77,144 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,044 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,954 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,942 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,847 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $77,144 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,044 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,954 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,942 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,847 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,743 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $26,301 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PEORIA NOTRE DAME HIGH SCHOOL | ||||||||
| 5105 N SHERIDAN RD | PEORIA | IL | 61614 | 352200752 | 501(C)(3) | $26,400 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| MORTON PUBLIC LIBRARY | ||||||||
| 315 W PERSHING ST | MORTON | IL | 61550 | 376002164 | GOVERNMENT | $19,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| MORTON PARK DISTRICT | ||||||||
| 349 W BIRCHWOOD ST | MORTON | IL | 61550 | GOVERNMENT | $15,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT | |
| MORTON APOSTOLIC CHRISTIAN CHURCH | ||||||||
| PO BOX 5073 | MORTON | IL | 61550 | 370678471 | 501(C)(3) | $13,500 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| MORTON POLICE DEPARTMENT | ||||||||
| 375 W BIRCHWOOD ST | MORTON | IL | 61550 | 376002167 | GOVERNMENT | $11,180 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| HISTORICAL SOCIETY OF PRINCEVILLE | ||||||||
| 325 N OSTROM AVE | PRINCEVILLE | IL | 61559 | 371231039 | 501(C)(3) | $10,300 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| PEORIA CHRISTIAN SCHOOL | ||||||||
| 3506 N CALIFORNIA AVE | PEORIA | IL | 61603 | 376006386 | 501(C)(3) | $9,500 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| OTTER CREEK HISTORICAL SOCIETY | ||||||||
| 107 E MAIN ST | OTTERVILLE | IL | 62052 | 371380500 | 501(C)(3) | $8,200 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| SALEM4YOUTH | ||||||||
| 15161 N 400 EAST RD | FLANAGAN | IL | 61740 | 370673604 | 501(C)(3) | $7,200 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| BLESSED SACRAMENT SCHOOL | ||||||||
| 1018 S FIRST AVE | MORTON | IL | 61550 | 370808795 | GOVERNMENT | $6,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| DREAM CENTER PEORIA | ||||||||
| 714 HAMILTON BLVD | PEORIA | IL | 61603 | 522376242 | 501(C)(3) | $6,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE MISSION STATEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 28 | RecipientCnt |
| Cash Grant | $42,950 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $121,840 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A STOCK BROKER TO SELL STOCK GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS FORM 990 AND REPORTS TO THE FULL BOARD 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 B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTOR DIRECTOR AND ALL COMPENSATION IS REVIEWED AND APPROVED AS PART OF THE BUDGET PROCESS BY THE BOARD OF DIRECTORS. |
| 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 9: | SFAS 136 ADJUSTMENT -596,749. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Comments