SALLY LORRAINE SEDLAK VAUGHAN IRRV CHARITABLE TR: Form 990PF, tax year 2025
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- Organization
- SALLY LORRAINE SEDLAK VAUGHAN IRRV CHARITABLE TR (EIN 47-6299194)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349103107
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:04:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 ROBBINS ROAD STE 200A | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476299194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY LORRAINE SEDLAK VAUGHAN | BusinessNameLine1Txt |
| Business Name Line2 | IRREVOCABLE CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 2178917991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2935 S KOKE MILL ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R LEE ALLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2178917991 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASEY A TOM | PreparerPersonNm |
| PTIN | P00855911 | PTIN |
| Phone | 2177890960 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,700,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $465,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,141 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,570 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,571 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,074 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,142,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,010,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,263,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $875,840 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $904,514 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $784,954 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $212,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $222,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,464,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,440,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,700,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,464,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,440,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,464,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,440,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,464,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,440,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,464,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,440,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,440,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA INTERNATIONAL CORE EQUITY | P | 2014-08-28 | 2025-08-08 | $78,000 | $52,780 | $25,220 | $25,220 |
| DFA US CORE EQUITY II | P | 2014-12-29 | 2025-08-08 | $200,000 | $95,914 | $104,086 | $104,086 |
| DFA COMMODITY STRATEGY PORT INSTL | P | 2021-04-28 | 2025-08-08 | $6,250 | $7,348 | -$1,098 | -$1,098 |
| EQUITY INCOME FUND | P | 2018-12-19 | 2025-08-08 | $29,750 | $35,887 | -$6,137 | -$6,137 |
| GLOBAL EQUITY CLASS S | P | 2017-12-20 | 2025-10-08 | $53,000 | $48,804 | $4,196 | $4,196 |
| GLOBAL INFRASTRUCTURE CL S | P | 2014-01-01 | 2025-08-08 | $18,250 | $19,950 | -$1,700 | -$1,700 |
| INTERNATIONAL DEVELOPED MRKT CL S | P | 2014-09-29 | 2025-10-08 | $62,000 | $47,395 | $14,605 | $14,605 |
| ISHARES RUSSELL 1000INDEX FUND | P | 2019-08-26 | 2025-08-08 | $38,656 | $18,026 | $20,630 | $20,630 |
| OPPORTUNISTIC CREDIT FUND S | P | 2017-01-01 | 2025-08-08 | $7,500 | $8,280 | -$780 | -$780 |
| RUSSEL INV SUSTAIN AWARE EQUITY S | P | 2015-03-02 | 2025-08-08 | $55,500 | $56,310 | -$810 | -$810 |
| US SMALL CAP EQUITY CLASS S | P | 2018-01-01 | 2025-02-11 | $17,500 | $19,110 | -$1,610 | -$1,610 |
| CAPITAL GAINS DIVIDENDS | P | $121,982 | $121,982 | $121,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $726 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R LEE ALLEN TRUSTEE | IndividualWithBooksNm |
| Phone | 2178917991 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9071 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 627919071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R LEE ALLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2935 S KOKE MILL RD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,141 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,989,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,266,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,266,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,172,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,926 | TotalTaxAmt |
| Distributable Before Adj | $302,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $438,871 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $27,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,107 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $80,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $216,917 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,653 | ExcessFromYear3Amt |
| Excess From Year2 | $53,107 | ExcessFromYear2Amt |
| Excess From Current Year | $136,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ILLINOIS HUMANE | |||||||
| PO BOX 512 | SPRINGFIELD | IL | 62705 | NONE | PC | CONTRIBUTION TO PROVIDE ANIMAL WELFARE INCLUDING MEDICINE, FOOD, AND SHELTER. | $115,000 |
| ALMOST HOME FOUNDATION | |||||||
| PO BOX 308 | ELK GROVE VILLAGE | IL | 60009 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $30,000 |
| HUMANE SOCIETY OF LOGAN COUNTY | |||||||
| 1801 N LINCOLN PKWY | LINCOLN | IL | 62656 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $41,000 |
| PEORIA COUNTY ANIMAL PROTECTIVE SERVICES | |||||||
| 2600 NE PERRY AVE | PEORIA | IL | 61603 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $3,000 |
| ANIMAL PROTECTION LEAGUE | |||||||
| 1001 TAINTOR RD | SPRINGFIELD | IL | 62702 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $30,000 |
| FRIENDS OF SANGAMON COUNTY ANIMAL CONTROL | |||||||
| 2100 SHALE ST | SPRINGFIELD | IL | 62703 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $50,000 |
| HUMANE SOCIETY OF CENTRAL ILLINOIS | |||||||
| 423 N KAYS DR | NORMAL | IL | 61761 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $7,500 |
| MENARD ANIMAL PROTECTION | |||||||
| 125 W CONCORD DR | PETERSBURG | IL | 62675 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $10,800 |
| MACOUPIN COUNTY ADOPT-A-PET | |||||||
| 807 STEWART AVENUE | BENLD | IL | 62009 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $53,000 |
| QUINCY K-9 CONNECTION | |||||||
| 4526 COLUMBUS ROAD | QUINCY | IL | 62305 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $35,000 |
| TAZEWELL ANIMAL PROTECTIVE SOCIETY | |||||||
| 100 TAPS LANE | PEKIN | IL | 61554 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $10,000 |
| WILD CANINE RESCUE | |||||||
| 3309 ROBBINS RD 109 | SPRINGFIELD | IL | 62704 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $25,000 |
| WISH BONE CANINE RESCUE | |||||||
| 1824 W HOVEY AVE | NORMAL | IL | 61761 | NONE | NC | CONTRIBUTION TO PROMOTE ANIMAL WELFARE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $465,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $465,153 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,005 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 297098 | $685,609 | $582,795 |
| FIDELITY - 292439 | $218,905 | $202,159 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 297098 | $2,239,195 | $2,223,148 |
| FIDELITY - 292439 | $1,771,761 | $3,039,864 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY ETP - 297098 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,737 | BookValueAmt |
| EOYFMV | $222,129 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,087 | Amt |
| Net Investment Income | $30,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $5,146 | $5,146 | $0 |
| FEDERAL TAXES | $8,667 | $0 | $0 |
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