ONE ABOVE NFP: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ONE ABOVE NFP (EIN 88-2266416)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-04
- IRS object ID
- 202540949349100729
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T14:47:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371206530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEFFEL BOYLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 STATE ST | AddressLine1Txt |
| City | ALTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 620026135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882266416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ONE ABOVE NFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEA | BusinessNameControlTxt |
| Phone | 6184661036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27199 STATE HIGHWAY 3 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS WIDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6184661036 | PhoneNum |
| Signature | 2025-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY GALLIVAN CPA | PreparerPersonNm |
| PTIN | P00172806 | PTIN |
| Phone | 6184654288 | PhoneNum |
| Preparation | 2025-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,785,020 | 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 | $253,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $319,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,983 | CashBOYAmt |
| Cash EOY | $363,743 | CashEOYAmt |
| Cash EOYFMV | $363,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $473,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,248 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $79 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $79 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses EOY | $1,456 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,456 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $110,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $133,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,411 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $748,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $798,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $798,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,511,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,785,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,785,020 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $3,500 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $3,500 | 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 | $1,508,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,785,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,508,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,785,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,511,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,785,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,508,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,363 | OtherIncreasesAmt |
| Subtotal | $1,785,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,785,020 | 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 | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO CD | P | 2023-01-13 | 2024-01-12 | $75,000 | $74,963 | $37 | $37 |
| CAPITAL GAINS DIVIDENDS | P | $12,878 | $12,878 | $12,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | 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 | $2,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,456 | OverpaymentAmt |
| Applied To ES Tax | $720 | AppliedToESTaxAmt |
| Refund | $736 | RefundAmt |
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 | TRAVIS WIDMAN | IndividualWithBooksNm |
| Phone | 6184661036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27199 STATE HIGHWAY 3 | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TRAVIS WIDMAN | ||||||||
| 1708 BLU FOUNTAIN | GODFREY | IL | 62035 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| TERRY WIDMAN | ||||||||
| PO BOX 118 | JERSEYVILLE | IL | 62052 | SECRETARY | 10.00 | $0 | $0 | $0 |
| LANAE WIDMAN | ||||||||
| PO BOX 118 | JERSEYVILLE | IL | 62052 | TREASURER | 10.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATION TO UNIFIED CHILD ADVOCACY NETWORK | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Description2 | DONATION TO SAMARITAN'S PURSE | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | DONATION TO AMERICAN CENTER FOR LAW AND JUSTICE | Description3Txt |
| Expenses3 | $8,000 | Expenses3Amt |
| Description4 | DONATION TO ALTON MISSION CHURCH | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
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 | $1,390,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,559,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,559,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,535,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $704 | TotalTaxAmt |
| Distributable Before Adj | $76,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $236,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,094 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,819 | 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 | $292,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $218,073 | ExcessFromYear2Amt |
| Excess From Year1 | $74,746 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TRAVIS WIDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | UNRESTRICTED | $8,000 |
| JOEL OSTEEN MINISTRIES | ||||||
| PO BOX 4271 | HOUSTON | TX | 77210 | NONE | UNRESTRICTED | $1,000 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| PO BOX 1368 | JACKSON | MI | 49204 | NONE | UNRESTRICTED | $1,500 |
| OASIS WOMEN'S CENTER | ||||||
| 111 MARKET ST | ALTON | IL | 62002 | NONE | UNRESTRICTED | $500 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 286073000 | NONE | UNRESTRICTED | $10,000 |
| ALTON MISSION CHURCH | ||||||
| 304 E 3RD ST | ALTON | IL | 62002 | NONE | UNRESTRICTED | $5,000 |
| GRAFTON FOOD PANTRY | ||||||
| 118 EAST MAIN STREET | GRAFTON | IL | 62037 | NONE | UNRESTRICTED | $2,000 |
| UNIFIED CHILD ADVOCACY NETWORK | ||||||
| 101 N STATE ST | JERSEYVILLE | IL | 62052 | NONE | UNRESTRICTED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | 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 | $25,708 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,312 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TRAVIS WIDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1708 BLU FOUNTAIN | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $253,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP | $28,968 | $28,968 |
| PHILLIPS 66 | $22,786 | $22,786 |
| WALGREENS BOOTS ALLIANCE | $18,012 | $18,012 |
| ENBRIDGE | $63,645 | $63,645 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECTOR SPDR TRUST FINANCIAL | FMV | $36,259 | $36,259 |
| VANGUARD INDEX TR VANGUARD VALUE ETF | FMV | $76,185 | $76,185 |
| VANGUARD SMALL CAP GROWTH ETF | FMV | $38,928 | $38,928 |
| VANGUARD SMALL CAP VALUE ETF | FMV | $38,843 | $38,843 |
| AMERICAN FUNDAMENTAL INVESTORS CL F3 | FMV | $64,425 | $64,425 |
| HARTFORD DIVIDEND & GROWTH CL F | FMV | $72,697 | $72,697 |
| FRANKLIN INCOME R6 | FMV | $74,082 | $74,082 |
| FIRST EAGLE GLOBAL R6 | FMV | $39,478 | $39,478 |
| PGIM TOTAL RETURN BOND R6 | FMV | $56,669 | $56,669 |
| PGIM SHORT DUR MULTI-STR BD R6 | FMV | $58,101 | $58,101 |
| UBS BANK CD 1/12/26 | FMV | $75,027 | $75,027 |
| WELLS FARGO CD 1/13/25 | FMV | $74,996 | $74,996 |
| DISCOVER BK CD 8/23/27 | FMV | $50,776 | $50,776 |
| WASATCH CORE GROWTH | FMV | $11,530 | $11,530 |
| UBS BANK CD 1/31/28 | FMV | $30,087 | $30,087 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $33,363 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,819 | Amt |
| Net Investment Income | $11,819 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,837 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1,001 | $1,001 | $0 |