BOERNGEN-DUCEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOERNGEN-DUCEY FOUNDATION (EIN 36-4266341)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104667
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:24:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 ROBBINS ROAD STE 200A | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364266341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOERNGEN-DUCEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOER | BusinessNameControlTxt |
| Phone | 2173550222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MAYNARD DRIVE | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618225361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F DUCEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2173550222 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER W NELSON | PreparerPersonNm |
| PTIN | P00811475 | PTIN |
| Phone | 2177890960 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.166.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 16:17:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E79AD4D72D5696956193634B49D777D91EF8B4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $350,698 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,426 | 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 |
| Legal Fees Rev And Expnss | $172 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $71 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $238,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $280,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $97,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,006 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $336,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $350,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $336,166 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $343,190 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $343,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $343,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX FUND - CAPITAL GAIN DIST. | 2019-01-01 | 2019-12-31 | $70 | $70 | $70 | |
| CATERPILLAR INC. | 2018-01-09 | 2019-05-15 | $3,749 | -$1,243 | -$1,243 | $4,992 |
| D X C TECHNOLOGY INC. | 2017-11-30 | 2019-09-16 | $1,622 | -$2,734 | -$2,734 | $4,356 |
| GENERAL MILLS INC. | 2018-03-21 | 2019-10-24 | $5,644 | $656 | $656 | $4,988 |
| GILEAD SCIENCES INC. | 2016-03-15 | 2019-05-15 | $4,492 | -$1,783 | -$1,783 | $6,275 |
| HOLLYFRONTIER CORP | 2018-07-27 | 2019-05-06 | $1,588 | -$924 | -$924 | $2,512 |
| MICRON TECHNOLOGY | 2017-11-29 | 2019-03-11 | $3,927 | -$1,065 | -$1,065 | $4,992 |
| PERSPECTA INC. | 2018-05-31 | 2019-08-29 | $620 | -$15 | -$15 | $635 |
| QUANTUM CP DLT & STO | 2015-05-20 | 2019-08-23 | $3,651 | -$6,008 | -$6,008 | $9,659 |
| WALGREENS BOOTS ALLIANCE | 2015-11-10 | 2019-03-11 | $4,616 | $0 | $0 | $4,616 |
| WESTERN DIGITAL CORP | 2018-06-07 | 2019-05-13 | $1,060 | -$813 | -$813 | $1,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,859 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $319,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $309,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.252743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $399,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $470,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,816 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $423,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070429 | DistributionYr5Rt |
| Total Distribution | 0.473050 | TotalDistributionRt |
| Average Distribution | 0.094610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $324,723 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,746 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $49 | 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 | MICHAEL F DUCEY | IndividualWithBooksNm |
| Phone | 2173550222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MAYNARD DRIVE | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61822 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F DUCEY | ||||||||
| 1800 MAYNARD DRIVE | CHAMPAIGN | IL | 61822 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET K BOERNGEN | ||||||||
| 1800 MAYNARD DRIVE | CHAMPAIGN | IL | 61822 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| AUSTIN BOERNGEN DUCEY | ||||||||
| 1913 WOODFIELD ROAD | CHAMPAIGN | IL | 61821 | PRESIDENT/DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,006 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $329,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $329,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $324,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $16,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,065 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,694 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,133 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $84,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,887 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,887 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,008 | 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 | $69,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,875 | ExcessFromYear3Amt |
| Excess From Year2 | $63,133 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RA KIRBY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 S HARRISON ST | AddressLine1Txt |
| City | PHILO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITY | GrantOrContributionPurposeTxt |
| Amt | $300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300 | 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 | $526 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$11,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,433 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL F DUCEY | ||||||
| 1 | 1800 MAYNARD DRIVE | CHAMPAIGN | IL | 61822 | $10,000 | Yes (X) |
| DUCE CONTRUCTION COMPANY | ||||||
| 2 | 417 WILBUR AVE | CHAMPAIGN | IL | 61822 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $62,498 | EOYBookValueAmt |
| EOYFMV | $70,006 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $172 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU FUND | $15 | $0 | $0 |
| ILLINOIS SECRETARY OF STATE | $10 | $0 | $0 |
| IRS | $46 | $0 | $0 |