LOIS AND LEANORE LINN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOIS AND LEANORE LINN CHARITABLE FOUNDATION (EIN 45-3176159)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-06-30
- IRS object ID
- 202521819349100707
- Schema version
- 2023v6.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-30T12:24:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1614 SOUTH GALENA AVENUE | AddressLine1Txt |
| City | DIXON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453176159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS AND LEANORE LINN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 2172323030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10777 N FRIENDSHIP RD | AddressLine1Txt |
| City | CASEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT LITTLEJOHN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2172323030 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA FOLTZ | PreparerPersonNm |
| PTIN | P01252174 | PTIN |
| Phone | 8152859300 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,030,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $658,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,863 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,829 | 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 | $1,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $656 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $82 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,479 | CashBOYAmt |
| Cash EOY | $1,003 | CashEOYAmt |
| Cash EOYFMV | $1,003 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,854 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $984,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,027,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,027,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $992,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,030,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,030,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $992,505 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,030,651 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $992,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $992,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,030,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $992,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,875 | OtherIncreasesAmt |
| Subtotal | $1,030,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $16,736 | $16,138 | $598 | $598 | |
| PUBLICLY TRADED SECURITIES | 2021-10-25 | 2023-12-31 | $640,763 | $635,960 | $4,803 | $4,803 | |
| CAPITAL GAINS DIVIDENDS | $1,462 | $1,462 | $1,462 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $906 | 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 | $906 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $363 | OverpaymentAmt |
| Applied To ES Tax | $363 | AppliedToESTaxAmt |
| Refund | $0 | 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 | WWW.THELINNFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | KENT LITTLEJOHN | IndividualWithBooksNm |
| Phone | 2172323030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10777 N FRIENDSHIP RD | AddressLine1Txt |
| City | CASEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62420 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NORMA CALVERT | ||||||||
| PO BOX 207 | MARTINSVILLE | IL | 62442 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENDA LITTLEJOHN | ||||||||
| PO BOX 207 | MARTINSVILLE | IL | 62442 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KENT LITTLEJOHN | ||||||||
| PO BOX 207 | MARTINSVILLE | IL | 62442 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH SCHROEDER | ||||||||
| PO BOX 207 | MARTINSVILLE | IL | 62442 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TY DOBSON | ||||||||
| PO BOX 207 | MARTINSVILLE | IL | 62442 | TRUSTEE | 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 | $993,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $995,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $995,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $980,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $543 | TotalTaxAmt |
| Distributable Before Adj | $48,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,664 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,664 | 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 | $14,060 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOIS AND LEANORE LINN CHARITABLE FO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2172323030 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A BRIEF NARRATIVE DESCRIBING THE PROJECT AND/OR PROGRAM FOR WHICH FUNDING IS BEING REUESTED, A BRIEF STATEMENT DESCRIBING THE ORGANIZATIONS HISTORY, ACTIVITIES, OBJECTIVES, AND PURPOSE, A DETAILED ITEMIZED BUDGET, A BRIEF FINANCIAL REPORT OF THE ORGANIZATION, A LIST OF THE ORGANIZATION'S OFFICERS OR DIRECTORS AND A SIGNED APPLICATION REQUEST CERTIFYING THE INFORMATION IN THE APPLICATION IS CORRECT AND ACCURATE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 AND NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE APPLYING ORGANIZATION MUST BE PHYSICALLY LOCATED IN OR NEAR THE CITY OF MARTINSVILLE, ILLINOIS AND THE ORGANIZATION'S PROJECT OR ACTIVITY MUST BE FOR THE DIRECT BENEFIT AND ENJOYMENT OF THE GENERAL PUBLIC OF THE COMMUNITY OF MARTINSVILLE, IL. ALL APPLYING ORGANIZATIONS MUST PROVIDE FULL AND COMPLETE VERIFICATION THAT IT IS EITHER A QUALIFIED 501(C)(3) ENTITY OR IS ELIGIBLE FOR FUNDING CONSIDERATIONS BY VIRTUE OF BEING A TAX-SUPPORTED GOVERNMENTAL UNIT OR ENTITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARTINSVILLE AGRICULTURAL FAIR | ||||||
| PO BOX 515 | MARTINSVILLE | IL | 62442 | PC | FACILITY IMPROVEMENTS | $10,000 |
| MARTINSVILLE ON THE MOVE | ||||||
| PO BOX 464 | MARTINSVILLE | IL | 62442 | PC | PARK IMPROVEMENTS AND MAINTENANCE | $9,050 |
| CLARK COUNTY HISTORICAL SOCIETY | ||||||
| 11670 10 600 ST | MARTINSVILLE | IL | 62442 | PC | RESTORATION OF HISTORICAL SITE | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,050 | 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 | $508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,829 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,313 | Amt |
| Net Investment Income | $657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $656 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC | $206 | $206 |
| EXXON MOBILE | $62,489 | $62,489 |
| WABTEC CORP | $635 | $635 |
| DNP SELECT INCOME INC | $119 | $119 |
| CITIGROUP INC FXD | $31,238 | $31,238 |
| GABELLI UTILITIES | $32,907 | $32,907 |
| THORNBURG INCV INC BUILDER | $42,532 | $42,532 |
| UNIT FIRST TRUST CYCLICAL STRENGTH 39 | $34,483 | $34,483 |
| UNIT GUGGENHEIM BLUE CHIP | $55,064 | $55,064 |
| UNIT GUGGENHEIM DIVERSIFIED | $38,564 | $38,564 |
| UNIT FIRST TRUST HIGH DIVIDEND EQUITY 54 | $74,026 | $74,026 |
| UNIT INVESCO HIGH INCOME | $21,937 | $21,937 |
| UNIT FIRST TRUST SABRIENT | $153,865 | $153,865 |
| UNIT AAM BALANCED | $35,279 | $35,279 |
| UNIT MORGAN STANLEY STOCKS | $81,775 | $81,775 |
| UNIT INVESCO HIGH INCOME | $44,569 | $44,569 |
| UNIT FIRST TRUST EQUITY INCOME SELECT | $53,310 | $53,310 |
| UNIT GUGGENHEIM BLUE CHIP VALUE | $68,546 | $68,546 |
| UNIT FIRST TRUST CAPITAL STRENGTH | $37,014 | $37,014 |
| UNIT GUGGENHEIM BLUE CHIP GROWTH | $77,392 | $77,392 |
| FRANKLIN INCOME A1 | $81,844 | $81,844 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POST OFFICE BOX RENTAL | $98 | $49 | $49 |
| ILLINOIS TRUST BUREAU-ANNUAL FEE | $15 | $0 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCREASE IN FMV | Desc |
| Amt | $30,875 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $82 | Amt |
| Net Investment Income | $82 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |