BERTRAND HOPPER MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERTRAND HOPPER MEMORIAL FOUNDATION (EIN 37-6026794)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202641189349101514
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T16:07:02+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Water St Suite 400 | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62523 | 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 | 376026794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bertrand Hopper Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 2172871820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 Springfield Road | AddressLine1Txt |
| City | Taylorville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B HOPPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2172871820 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wesley R Johnson | PreparerPersonNm |
| PTIN | P01274425 | PTIN |
| Phone | 2174292411 | PhoneNum |
| Preparation | 2026-04-28 | 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 | $6,793,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $688 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $688 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,122,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,251 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $260,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,554 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,873 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,898 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,266 | CashBOYAmt |
| Cash EOY | $39,794 | CashEOYAmt |
| Cash EOYFMV | $39,794 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,734,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,742,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,666,554 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,124,398 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,108,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,087,575 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $178 | OtherAssetsBOYAmt |
| Other Assets EOY | $179 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,966,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,890,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,793,923 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,112,566 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,966,399 | CapitalStockEOYAmt |
| Retained Earning BOY | -$146,168 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$75,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,966,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,890,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,966,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,890,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,966,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,890,569 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,890,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL LOSS | P | 2025-01-01 | 2025-12-31 | $2,578,813 | $2,582,805 | -$3,992 | $0 | -$3,992 |
| LONG TERM CAPITAL GAIN | P | 2024-01-01 | 2025-12-31 | $543,835 | $458,592 | $85,243 | $0 | $85,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,193 | SubtotalAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $130 | EsPenaltyAmt |
| Tax Due | $3,323 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JIM ADCOCK | IndividualWithBooksNm |
| Phone | 8669336997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SPRINGFIELD ROAD | AddressLine1Txt |
| City | TAYLORVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B HOPPER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENNETH A HART | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARILYN A HOPPER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JAMES E ADCOCK | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DR RONALD E MIZER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEPHANIE HOPPER DENBY | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RANDAL B HOPPER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| AUSTIN W HOPPER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID W HOPPER | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR RANDALL K PERRY | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ADAM VOCKS | ||||||||
| 1221 SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | TRUSTEE | 2.00 | $0 | $0 | $0 |
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 | $6,371,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,469,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,469,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,372,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,193 | TotalTaxAmt |
| Distributable Before Adj | $315,433 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $315,433 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $315,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $309,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,710 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,710 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,070 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $17,710 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM B HOPPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SPRINGFIELD ROAD | AddressLine1Txt |
| City | TAYLORVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 625680530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2172871820 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW DAY CLUB INC | |||||||
| 11936 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| CHRISTIAN COUNTY CEO PROGRAM | |||||||
| 815 W SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| CHRISTIAN COUNTY YMCA | |||||||
| 900 MCADAM DRIVE | TAYLORVILLE | IL | 62568 | NONE | PC | GENERAL OPERATING PURPOSES | $48,923 |
| CHRISTIAN COUNTY ECONOMIC DEVELOPMENT | |||||||
| 108 W MARKET STREET | TAYLORVILLE | IL | 62568 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| TAYLORVILLE MEMORIAL HOSPITAL FOUNDATION | |||||||
| 201 E PLEASANT ST | TAYLORVILLE | IL | 62568 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| HOWARD YOUNG FOUNDATION | |||||||
| 240 MAPLE ST | WOODRUFF | WI | 54568 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 |
| PROVIDENCE SAINT JOHNS HEALTH CENTER | |||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 |
| SHARP LITERACY | |||||||
| 5775 N GLEN PARK RD SUITE 202 | MILWAUKEE | WI | 53209 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| SCHOLL COMMUNITY IMPACT GROUP | |||||||
| 6003 OLD CTY W | WINCHESTER | WI | 54557 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| PARENTS DEFENDING EDUCATION | |||||||
| 4532 LEE HWY 119 | ARLINGTON | VA | 22207 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 8445 KEYSTONE CROSSING 135 | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL OPERATING PURPOSES | $1,000 |
| LINCOLN LAND COMMUNITY COLLEGE FOUNDATION | |||||||
| 5250 SHEPHERD RD | SPRINGFIELD | IL | 62703 | NONE | PC | GENERAL OPERATING PURPOSES | $25,300 |
| TAYLORVILLE COMMUNITY UNIT SCHOOLS DIST 3 | |||||||
| 512 W SPRESSER ST | TAYLORVILLE | IL | 62568 | NONE | GOV | SCHOLARSHIP | $39,500 |
| TAYLORVILLE PUBLIC SCHOOLS FOUNDATION | |||||||
| 815 W SPRINGFIELD ROAD | TAYLORVILLE | IL | 62568 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 |
| LINCOLN TRAIL ELEMENTARY SCHOOL | |||||||
| 102 E STATE ST | MAHOMET | IL | 61853 | NONE | GOV | TABLETS FOR THIRD GRADE | $4,142 |
| IC FUND | |||||||
| 1101 WEST COLLEGE AVENUE | JACKSONVILLE | IL | 62650 | NONE | PC | GENERAL OPERATING PURPOSES | $300 |
| DO NO HARM | |||||||
| 11357 NUCKOLS ROAD PMB 115 | GLEN ALLEN | VA | 23059 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 |
| MCKENDREE UNIVERSITY | |||||||
| 701 COLLEGE RD | LEBANON | IL | 62254 | NONE | PC | GENERAL OPERATING PURPOSES | $300 |
| SWIM WITH HEART | |||||||
| 3301 OCEAN PARK BLVD 108 | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING PURPOSES | $2,500 |
| TEXAS HILL COUNTRY COMMUNITY FOUNDATION | |||||||
| 241 Earl Garrett St | KERVILLE | TX | 78028 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 |
| UNITED WAY OF DECATUR | |||||||
| 201 W ELDORADO STREET | DECATUR | IL | 62522 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 |
| FOND DU LAC AREA FOUNDATION | |||||||
| 1020 S Main St Suite E | FOND DU LAC | WI | 54955 | NONE | PC | Veterans Memorial Project | $10,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DRIVE FINANCE OFFICE | LEWISBURG | PA | 17837 | NONE | PC | SCHOLARSHIPS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,465 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $688 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,251 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND INTEREST | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $260,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,044 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,810 | Amt |
| Net Investment Income | $1,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,873 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,108,429 | EOYBookValueAmt |
| EOYFMV | $1,087,575 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,742,167 | EOYBookValueAmt |
| EOYFMV | $5,666,554 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $178 | BOYBookValueAmt |
| EOY Book Value | $179 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $97 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM IRS | Desc |
| Revenue And Expenses Per Books | $4,490 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,870 | Amt |
| Net Investment Income | $23,870 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FEES | $25 | $25 |
| FEDERAL EXCISE TAX | $606 | $0 |