WOODLAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAND FOUNDATION (EIN 52-2333799)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-03-23
- IRS object ID
- 202330829349100008
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-23T10:12:22-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 ENTERPRISE DRIVE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605238835 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522333799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 8473826846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CRYSTAL STREET D | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON ROBERTS GREENE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473826846 | PhoneNum |
| Signature | 2023-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLISON | PersonFirstNm |
| Person Last | ROBERTS GREENE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WOJCIK | PreparerPersonNm |
| PTIN | P01331805 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Preparation | 2023-02-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,105,106 | 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 |
| Dividends Rev And Expnss | $497,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $497,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $444,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $534,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,825 | 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 | $23,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,475 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $506,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $483,750 | CashBOYAmt |
| Cash EOY | $530,948 | CashEOYAmt |
| Cash EOYFMV | $530,948 | CashEOYFMVAmt |
| Other Investments BOY | $6,882,972 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,920,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,574,158 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,366,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,450,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,105,106 | 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 | $7,366,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,450,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,366,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,450,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,366,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,450,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,366,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,450,997 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,450,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DFA EMERGING MARKETS CORE EQUITY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2022-06-08 | SoldDt |
| Gross Sales Price | $444,396 | GrossSalesPriceAmt |
| Cost Or Other Basis | $407,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,360 | 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 | $4,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $2,697 | 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 | ALLISON ROBERTS GREENE | IndividualWithBooksNm |
| Phone | 8474628202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CRYSTAL ST SUITE D | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | 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 | ALLISON ROBERTS GREENE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 PELICAN COLONY BLVD 901 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $9,089,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,014,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,104,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,104,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,952,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,037 | TotalTaxAmt |
| Distributable Before Adj | $490,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $490,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $490,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $490,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,718 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,956 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $70,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $422,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $68,595 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $68,595 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,079 | 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 | $2,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,079 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLISON ROBERTS GREENE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | ||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | 501(C)(3) | CHARITABLE | $5,000 |
| ALEXIAN BROTHERS FOUNDATION | ||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 501(C)(3) | CHARITABLE | $50,000 |
| ANJELLICLE CATS RESCUE | ||||||
| 340 W 49TH ST | NEW YORK | NY | 10019 | 501(C)(3) | CHARITABLE | $1,000 |
| BARRINGTON YOUTH DANCE ENSEMBLE | ||||||
| 758 W NORTHWEST HWY | BARRINGTON | IL | 60010 | 501(C)(3) | EDUCATIONAL | $7,500 |
| BARRINGTON'S WHITE HOUSE | ||||||
| 145 W MAIN ST | BARRINGTON | IL | 60010 | 501(C)(3) | CHARITABLE | $5,000 |
| BEYOND PESTICIDES | ||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | 501(C)(3) | CHARITABLE | $50,000 |
| BRAVEHEARTS THERAPEUTIC | ||||||
| 8894 7319 MAXON RD | HARVARD | IL | 60333 | 501(C)(3) | CHARITABLE | $45,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | 501(C)(3) | CHARITABLE | $1,000 |
| FOX RIVER VALLEY HOUND HERITAGE FOUNDATION | ||||||
| 3 EAGLE POINT DRIVE | BARRINGTON HILLS | IL | 60010 | 501(C)(3) | EDUCATIONAL | $22,500 |
| GALLOPING OUT | ||||||
| 7301 W 25TH ST 321 | NORTH RIVERSIDE | IL | 60546 | 501(C)(3) | CHARITABLE | $5,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | 501(C)(3) | CHARITABLE | $1,000 |
| GRAYSON - JOCKEY CLUB | ||||||
| 821 CORPORATE DR | LEXINGTON | KY | 40503 | 501(C)(3) | CHARITABLE | $10,000 |
| JOURNEY CARE FOUNDATION | ||||||
| 405 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | 501(C)(3) | CHARITABLE | $10,000 |
| LIFELINE PILOTS | ||||||
| 6100 W DIRKSEN PARKWAY | PEORIA | IL | 61607 | 501(C)(3) | CHARITABLE | $20,000 |
| MAINSTAY THERAPEAUTIC FARM | ||||||
| 6919 KEYSTONE RD | RICHMOND | IL | 60071 | 501(C)(3) | CHARITABLE | $10,000 |
| MERCY HOME FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | 501(C)(3) | CHARITABLE | $1,000 |
| PIONEER CENTER | ||||||
| 4001 DAYTON ST | MCHENRY | IL | 60050 | 501(C)(3) | CHARITABLE | $20,000 |
| POLO PLAYERS SUPPORT GROUP | ||||||
| 11924 FOREST HILL BLVD 10-A-287 | WELLINGTON | FL | 33414 | 501(C)(3) | CHARITABLE | $10,000 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | 501(C)(3) | CHARITABLE | $1,000 |
| SARAH'S CIRCLE | ||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | 501(C)(3) | CHARITABLE | $1,000 |
| SWEET BRIAR COLLEGE | ||||||
| 134 CHAPEL DRIVE | SWEET BRIAR | VA | 24595 | 501(C)(3) | EDUCATIONAL | $25,000 |
| UNION LEAGUE BOYS & GIRLS CLUBS | ||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | 501(C)(3) | CHARITABLE | $5,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | 501(C)(3) | CHARITABLE | $35,000 |
| VICTORIA REGIONAL MUSEUM ASSOCIATION | ||||||
| 1900 N LAURENT ST | VICTORIA | TX | 77901 | 501(C)(3) | CHARITABLE | $1,000 |
| WALK ON | ||||||
| PO BOX 367 | BARRINGTON | IL | 600110376 | 501(C)(3) | CHARITABLE | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $497,429 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,396 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $534,825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,825 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME FROM CHARITABLE USE ASSETS |
| 8 | GAIN ON SALE OF CONTRIBUTED MARKETABLE SECURITIES |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $23,995 | Amt |
| Net Investment Income | $23,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT-TERM ADMIRAL BOND FUND | AT COST | $38,930 | $46,330 |
| DODGE & COX INCOME FUND | AT COST | $1,369,000 | $1,313,940 |
| DODGE & COX STOCK FUND | AT COST | $328,528 | $719,459 |
| PIMCO ALL ASSET FUND | AT COST | $1,662,900 | $1,298,092 |
| DFA INTERNATIONAL VALUE FUND | AT COST | $508,203 | $400,417 |
| DFA US SMALL CAP VALUE FUND | AT COST | $717,778 | $1,032,477 |
| DFA INTERNATIONAL SMALL CAP VALUE | AT COST | $151,592 | $177,962 |
| DFA INTERNATIONAL SMALL CO. PORT | AT COST | $194,786 | $214,628 |
| DFA LARGE CAP INTL PORT | AT COST | $448,666 | $462,531 |
| DFA REAL ESTATE | AT COST | $307,850 | $535,834 |
| DFA US LARGE CAP VALUE | AT COST | $199,000 | $278,952 |
| SCHWAB S&P 500 INDEX FD | AT COST | $588,527 | $1,412,288 |
| TORTOISE MLP & PIPELINE INSTL | AT COST | $404,289 | $681,248 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $50 | $50 | $0 |
| INVESTMENT EXPENSES | $30 | $30 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,475 | Amt |
| Net Investment Income | $4,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |