WILLIAM LOVELAND FOUNDATION: Form 990PF, tax year 2024
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- Organization
- WILLIAM LOVELAND FOUNDATION (EIN 20-1463578)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202531259349102068
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T14:57:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371106622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINOLI & COMPANY LTD CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N UNIVERSITY ST STE A | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 616148303 | 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 | 201463578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM LOVELAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3092644839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 E COUNTY RD 2300 | AddressLine1Txt |
| City | LA HARPE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3092447660 | PhoneNum |
| Signature | 2025-05-02 | 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 | Mark D Reinken CPA | PreparerPersonNm |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | PhoneNum |
| Preparation | 2025-04-30 | 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 | $128,902 | 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 |
| Dividends Rev And Expnss | $2,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,622 | 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 | $710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $405 | CashBOYAmt |
| Cash EOY | $448 | CashEOYAmt |
| Cash EOYFMV | $448 | CashEOYFMVAmt |
| Other Investments BOY | $109,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $109,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,609 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $117,534 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AB FDS LARGE CAP GROWTH FD ADV CLASS | 2022-10-27 | 2024-01-31 | $1,000 | $729 | $271 | $271 | |
| AB FDS LARGE CAP GROWTH FD ADV CLASS | 2023-12-06 | 2024-02-14 | $402 | $351 | $51 | $51 | |
| EATON VANCE GROWTH TR ATLANTA CAP SMID-CAP | 2023-07-21 | 2024-02-14 | $11,091 | $10,465 | $626 | $626 | |
| EATON VANCE GROWTH TR ATLANTA CAP SMID-CAP | 2023-12-13 | 2024-02-14 | $318 | $297 | $21 | $21 | |
| FIRST TR GLOBAL TACTICAL COMMODITY | 2023-07-21 | 2024-02-14 | $11,024 | $11,645 | -$621 | -$621 | |
| FIRST TR VALUE LINE | 2023-07-21 | 2024-02-14 | $11,410 | $11,665 | -$255 | -$255 | |
| AMERICAN FUNDS NEW WORLD FUND CL | 2023-07-21 | 2024-02-14 | $17,440 | $17,442 | -$2 | -$2 | |
| AMERICAN FUNDS NEW WORLD FUND CL | 2023-12-15 | 2024-02-14 | $494 | $480 | $14 | $14 | |
| PACER FDS TR US CASH COWS 100 ETF | 2023-07-21 | 2024-02-14 | $12,118 | $11,636 | $482 | $482 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-07-21 | 2024-02-14 | $10,520 | $10,465 | $55 | $55 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-08-01 | 2024-02-14 | $9 | $9 | $0 | $0 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-09-01 | 2024-02-14 | $41 | $41 | $0 | $0 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-10-02 | 2024-02-14 | $42 | $41 | $1 | $1 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-11-01 | 2024-02-14 | $44 | $42 | $2 | $2 | |
| THORNBURG INVT TR STRATEGIC INC | 2023-12-01 | 2024-02-14 | $43 | $42 | $1 | $1 | |
| THORNBURG INVT TR STRATEGIC INC | 2024-01-02 | 2024-02-14 | $43 | $43 | $0 | $0 | |
| THORNBURG INVT TR STRATEGIC INC | 2024-02-01 | 2024-02-14 | $43 | $43 | $0 | $0 | |
| AB FDS LARGE CAP GROWTH FD ADV CLASS | 2022-10-27 | 2024-02-14 | $21,906 | $15,192 | $6,714 | $6,714 | |
| AB FDS LARGE CAP GROWTH FD ADV CLASS | 2022-12-07 | 2024-02-14 | $289 | $206 | $83 | $83 | |
| FIRST TRUST RISING DIV ACHIEVERS | 2022-12-07 | 2024-02-14 | $21,898 | $18,456 | $3,442 | $3,442 | |
| PIMCO FDS INCOME FD INSTL | 2024-02-14 | 2024-05-22 | $1,619 | $1,616 | $3 | $3 | |
| PIMCO FDS INCOME FD INSTL | 2024-03-01 | 2024-05-22 | $4 | $4 | $0 | $0 | |
| PIMCO FDS INCOME FD INSTL | 2024-04-01 | 2024-05-22 | $8 | $8 | $0 | $0 | |
| PIMCO FDS INCOME FD INSTL | 2024-05-01 | 2024-05-22 | $9 | $8 | $1 | $1 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-02-14 | 2024-07-17 | $200 | $197 | $3 | $3 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-02-14 | 2024-07-25 | $1,250 | $1,239 | $11 | $11 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-03-01 | 2024-07-25 | $2 | $2 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-04-01 | 2024-07-25 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-05-01 | 2024-07-25 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-06-01 | 2024-07-25 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND | 2024-07-01 | 2024-07-25 | $5 | $5 | $0 | $0 | |
| AMERICAN CENTY MUT FDS SMALL CAP GROWTH FD | 2024-02-14 | 2024-09-04 | $181 | $171 | $10 | $10 | |
| DODGE & COX INCOME FUND I | 2024-02-14 | 2024-09-04 | $123 | $117 | $6 | $6 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-02-14 | 2024-09-04 | $1,673 | $1,616 | $57 | $57 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-03-01 | 2024-09-04 | $3 | $3 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-04-01 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-05-01 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-06-03 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-07-01 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-08-01 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR STRATEGIC INCOME CL | 2024-09-03 | 2024-09-04 | $6 | $6 | $0 | $0 | |
| MFS INTERNATIONAL DIVERSIFICATION FUND | 2024-02-14 | 2024-09-04 | $14,763 | $13,207 | $1,556 | $1,556 | |
| T ROWE PRICE DIVID GROWTH FD INC COM | 2024-02-14 | 2024-09-04 | $12,631 | $11,324 | $1,307 | $1,307 | |
| T ROWE PRICE DIVID GROWTH FD INC COM | 2024-03-27 | 2024-09-04 | $30 | $28 | $2 | $2 | |
| T ROWE PRICE DIVID GROWTH FD INC COM | 2024-06-27 | 2024-09-04 | $33 | $31 | $2 | $2 | |
| T ROWE PRICE CAP APPRECIATION FD SBI | 2024-02-14 | 2024-09-04 | $394 | $367 | $27 | $27 | |
| VANGUARD TOTAL STOCK ETF MARKET | 2024-02-14 | 2024-09-04 | $544 | $494 | $50 | $50 | |
| VICTORY SYCAMORE ESTABLISH VALUE FD CL | 2024-02-14 | 2024-09-04 | $568 | $521 | $47 | $47 | |
| VICTORY SYCAMORE ESTABLISH VALUE FD CL | 2024-02-14 | 2024-10-25 | $4,000 | $3,632 | $368 | $368 | |
| Capital Gains Dividends | $807 | $807 | $807 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,142 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $245 | 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 | 0 | 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 | JOE REBECCA STEWART | IndividualWithBooksNm |
| Phone | 3092644839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 EAST COUNTY RD 2300 | AddressLine1Txt |
| City | LAHARPE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614509014 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| REBECCA L STEWART | ||||||||
| 2575 EAST COUNTY ROAD 2300 | LAHARPE | IL | 614509014 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOE STEWART | ||||||||
| 2575 EAST COUNTY ROAD 2300 | LAHARPE | IL | 614509014 | VICE PRESIDENT | 1.00 | $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 |
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 | $125,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $5,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,131 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,131 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,575 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REBECCA L STEWART | ContributingManagerNm |
| Contributing Manager | JOE STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIBLE RELATED MINISTRIES | ||||||
| 6502 JOLIET RD D | COUNTRYSIDE | IL | 60525 | RELIGIOUS ORGANIZATI | GENERAL SUPPORT | $1,243 |
| GRACE BIBLE CHURCH | ||||||
| 2880 N STATE HWY 9 | DALLAS CITY | IL | 62330 | CHURCH | GENERAL SUPPORT | $5,108 |
| GRACE BIBLE CHURCH - WILLIAM WOODS MISSIONS TO RUSSIA | ||||||
| 2880 N STATE HWY 9 | DALLAS CITY | IL | 62330 | CHURCH | GENERAL SUPPORT | $1,000 |
| RIVER OF LIFE CHURCH | ||||||
| 246 DERBY ST | PEKIN | IL | 61554 | CHURCH | GENERAL SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,551 | 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 | $2,480 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,142 | 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 | $17,622 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,622 | 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 | GIVES TO ORGANIZATIONS WITH A PURPOSE OF ADVANCING THE GOSPEL. |
| 8 | GIVES TO ORGANIZATIONS WITH A PURPOSE OF ADVANCING THE GOSPEL. |
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 | $710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Various Mutual Funds | AT COST | $76,885 | $84,008 |
| Stock, options & ETFs | AT COST | $40,201 | $44,446 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,266 | $0 | $0 |
| IL CHARITY BUREAU FUND | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $155 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |