WILLIAM LOVELAND FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM LOVELAND FOUNDATION (EIN 20-1463578)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349102180
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T14:25:02-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 LtdCPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N University 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201463578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOVELAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 3092644839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 E COUNTY ROAD 2300 | AddressLine1Txt |
| City | LA HARPE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614509014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3092447660 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D ReinkenCPA | PreparerPersonNm |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,580 | 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 | $6,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,740 | 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 | $450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $220 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $276 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,052 | CashBOYAmt |
| Cash EOY | $56 | CashEOYAmt |
| Cash EOYFMV | $56 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,389 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $59,492 | UnrestrictedBOYAmt |
| Unrestricted EOY | $68,235 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $68,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PIMCO FDS PAC INVT | 2014-10-02 | $196 | $196 | $0 | $0 | ||
| THORNBURG INTL VALUE | 2014-09-08 | $18 | $18 | $0 | $0 | ||
| ASTON FUNDS | 2014-09-08 | $64 | $56 | $8 | $8 | 2012-08-20 | |
| DREYFUS APPRECIATION | 2014-09-08 | $98 | $78 | $20 | $20 | 2012-11-26 | |
| HOTCHKIS & WILEY FDS | 2014-09-08 | $231 | $142 | $89 | $89 | 2012-07-10 | |
| PIMCO FDS PAC INVT | 2014-10-02 | $2,088 | $2,062 | $26 | $26 | ||
| THORNBURG INTL VALUE | 2014-09-08 | $698 | $563 | $135 | $135 | ||
| LAZARD FDS | 2014-09-08 | $67 | $50 | $17 | $17 | 2009-07-30 | |
| MFS SER TR I | 2014-09-08 | $198 | $106 | $92 | $92 | 2009-07-29 | |
| PIMCO FDS PAC INVT | 2014-09-08 | $321 | $406 | -$85 | -$85 | 2009-07-29 | |
| RAINER FDS | 2014-09-08 | $199 | $132 | $67 | $67 | 2008-09-08 | |
| T ROWE PRICE REAL EST | 2014-09-08 | $86 | $32 | $54 | $54 | 2009-07-29 | |
| STRATTON FDS INC | 2014-09-08 | $111 | $51 | $60 | $60 | 2009-07-30 | |
| THORNBURG INTL VALUE | 2014-09-08 | $845 | $641 | $204 | $204 | ||
| TOUCHSTONE INSTL FDS | 2014-09-08 | $117 | $58 | $59 | $59 | 2005-12-30 | |
| VICTORY PORTFOLIOS | 2014-09-08 | $57 | $36 | $21 | $21 | 2010-08-03 | |
| WT MUT FD CRM MID CAP | 2014-09-08 | $92 | $62 | $30 | $30 | ||
| WELLS FARGO | 2014-09-08 | $96 | $62 | $34 | $34 | 2005-12-30 | |
| Capital Gains Dividends | $3,337 | $3,337 | $3,337 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,535 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044694 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,111 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,315 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034823 | DistributionYr5Rt |
| Total Distribution | 0.235053 | TotalDistributionRt |
| Average Distribution | 0.047011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $74,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,508 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $93 | 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 |
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 | $72,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93 | TotalTaxAmt |
| Distributable Before Adj | $3,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $373 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,863 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,863 | 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 | $475 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE BIBLE CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 N STATE HWY 9 | AddressLine1Txt |
| City | DALLAS CITY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | OTHER PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ADVANCEMENT OF THE GOSPEL | GrantOrContributionPurposeTxt |
| Amt | $1,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,571 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,168 | 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 | $5,740 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,740 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | GIVES TO ORGANIZATIONS WITH A PURPOSE OF ADVANCING THE GOSPEL. |
| 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH STEWART | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 EAST COUNTY ROAD 2300 | AddressLine1Txt |
| City | LAHARPE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614509014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $565 | Amt |
| Net Investment Income | $276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Apple Stock | StockNm |
| EOY Book Value | $8,284 | EOYBookValueAmt |
| EOYFMV | $13,135 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Various Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $59,895 | BookValueAmt |
| EOYFMV | $67,389 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $29 | $29 | $0 |
| EXCISE TAXES | $98 | $0 | $0 |