CARRIE L WINTER TRUST UNDER WILL: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE L WINTER TRUST UNDER WILL (EIN 37-6243151)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349100308
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T08:01:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 370818432 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEMPER CPA GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1213 S WEST STREET | AddressLine1Txt |
| City | OLNEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62450 | 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 | 376243151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE L WINTER TRUST UNDER WILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 6183958541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 100 | AddressLine1Txt |
| City | OLNEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARISE ROBERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6183958541 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HAWKINS | PreparerPersonNm |
| PTIN | P01262117 | PTIN |
| Phone | 6183952105 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,932,031 | 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 | $5,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,790 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $42,638 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $42,638 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $28,201 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,220 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $160,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,763 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,656 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,366 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,290 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $90 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $810 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,628 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $364 | CashBOYAmt |
| Cash EOY | $19 | CashEOYAmt |
| Cash EOYFMV | $19 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $577,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,978 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $156,782 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $340,593 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $374,267 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $219,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $227,986 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $227,846 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $574,274 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $574,279 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $574,274 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,795,745 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,658,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,576,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,932,031 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $185 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $185 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $732,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $732,465 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $903,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $843,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,636,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,658,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,576,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,636,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,811 | OtherIncreasesAmt |
| Subtotal | $1,576,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CONTINENTAL AIRLINES | P | 2012-07-16 | 2014-04-17 | $369 | $371 | -$2 | -$2 |
| CONTINENTAL AIRLINES | P | 2012-07-16 | 2014-10-14 | $369 | $371 | -$2 | -$2 |
| JERSEY CITY, NJ | P | 2009-12-21 | 2014-07-15 | $25,000 | $25,763 | -$763 | -$763 |
| UBS AJG STAMFORD CT | P | 2011-10-18 | 2014-01-28 | $10,000 | $9,825 | $175 | $175 |
| CAPITAL GAINS DIVIDENDS | P | $6,812 | $6,812 | $6,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,220 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $933 | OverpaymentAmt |
| Applied To ES Tax | $933 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | FIRST NATIONAL BANK | IndividualWithBooksNm |
| Phone | 6183958541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E MAIN ST | AddressLine1Txt |
| City | OLNEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62450 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK IN OLNEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | OLNEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $33,656 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $716,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,795,745 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,957,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,957,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,897,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,427 | TotalTaxAmt |
| Distributable Before Adj | $192,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,551 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,551 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,693 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,693 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,858 | 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 | $188,598 | 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 | FIRST NATIONAL BANK IN OLNEY TRUSTE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | OLNEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6183958541 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM--APPLICANT SUBMITS WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE TO BE FOR THE YOUTH OF RICHLAND COUNTY, ILLINOIS - PER DECEDENT'S WILL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BIG BROTHER BIG SISTERS OF RICHLAND COUNTY | |||||
| 202 E MAIN ST | OLNEY | IL | 62450 | SUPPORT FOR LOCAL BIG BROTHERS BIG SISTERS PROGRAM | $3,500 |
| CITY OF OLNEY | |||||
| 300 S WHITTLE | OLNEY | IL | 62450 | SUPPORT FOR SUMMER YOUTH RECREATION PROGRAM | $1,123 |
| EAST ORCHARD CHRISTIAN ACADEMY | |||||
| 222 W CHERRY ST | OLNEY | IL | 62450 | SUPPORT TECHNOLOGY LAB | $12,585 |
| EAST RICHLAND COMMUNITY UNIT SCHOOL DISTRICT 1 | |||||
| 1100 E LAUREL | OLNEY | IL | 62450 | SUPPORT MANY DIFFERENT YOUTH ACTIVITIES | $2,500 |
| EAST RICHLAND MIDDLE SCHOOL | |||||
| 1099 N VAN | OLNEY | IL | 62450 | SUPPORT ONE BOOK, ONE COMMUNITY | $3,350 |
| EMBARRAS RIVER BASIN AGENCY | |||||
| 100 S WASHINGTON ST | ROBINSON | IL | 62454 | SCHOOL SUPPLY PROGRAM | $1,000 |
| ERHS AFTER PROM COMMITTEE | |||||
| 1200 E LAUREL | OLNEY | IL | 62450 | SUPPORT LOCAL AFTER PROM COMMITTEE | $1,500 |
| FALL KIDS MALL OF RICHLAND COUNTY | |||||
| 227 E ELM ST | OLNEY | IL | 62450 | SUPPORT 2014 SHOPPING DAY FOR YOUTH | $10,000 |
| GIRL SCOUTS OF SOUTHERN ILLINOIS | |||||
| 2418 SHAGBARK RD | SALEM | IL | 62881 | GIRL SCOUT LEADERSHIP PROGRAM | $4,000 |
| OLNEY ARTS COUNCIL | |||||
| PO BOX 291 | OLNEY | IL | 62450 | GRASS ROOTS CULTURAL ENRICHMENT PROG | $6,500 |
| OLNEY CUBS WRESTLING CLUB | |||||
| 1001 N HOLLY ROAD | OLNEY | IL | 62450 | SUPPORT LOCAL TEAM | $1,000 |
| OLNEY JUNIOR LEAGUE FOOTBALL | |||||
| 1099 N VAN | OLNEY | IL | 62450 | SUPPORT LOCAL YOUTH FOOTBALL PROGRAM | $10,000 |
| OLNEY LITTLE LEAGUE | |||||
| 710 W ST JOHN | OLNEY | IL | 62450 | SUPPORT YOUTH PLAYING AT STATE | $1,000 |
| OLNEY PUBLIC LIBRARY | |||||
| 400 W MAIN | OLNEY | IL | 62450 | ENGAGING YOUTH IN READING PROGRAM | $5,000 |
| RICHLAND COUNTY RECREATION COUNCIL | |||||
| 406 FLORENCE AVE | OLNEY | IL | 62450 | TRIATHALON FOR YOUTH AND ADDITIONS TO YOUTH BASEBALL PARK | $26,950 |
| ST JOSEPH'S CATHOLIC SCHOOL | |||||
| 220 S ELLIOTT | OLNEY | IL | 62450 | IPAD CLASSROOM PROJECT AND PROJECTORS FOR CLASSROOMS | $1,918 |
| THE MASTER'S HANDS | |||||
| 704 S WHITTLE AVE | OLNEY | IL | 62450 | SUPPORT AREA SCHOOLS WEEKEND FOOD PROGRAM | $30,425 |
| WEST RICHLAND POST PROM COMMITTEE | |||||
| 320 E NORTH AVE | NOBLE | IL | 62868 | SUPPORT POST PROM ACTIVITIES | $1,000 |
| ARC COMMUNITY SUPPORT SYSTEMS | |||||
| 1902 MILLER DRIVE | OLNEY | IL | 62450 | SUPPORT FOR SUMMER CAMP FOR RICHLAND COUNTY YOUTH WITH DISABILITIES | $4,000 |
| GOOD SAMARITAN OF RICHLAND COUNTY | |||||
| 304 E MAIN ST | OLNEY | IL | 62450 | TO SUPPORT SUMMERTIME FOOD PROGRAM | $3,000 |
| MS JOIN THE MOVEMENT | |||||
| 101 E MAIN ST | OLNEY | IL | 62450 | CREATE WAIVER FOR THE RICHLAND COUNTY YOUTH FOR THE RUN/WALK/BIKE EVENT | $1,750 |
| OLNEY LIONS CLUB FOUNDATION INC | |||||
| C/O LYDNA MIDDLECALF PO BOX 362 | OLNEY | IL | 62450 | SUPPORT EYE EXAM FOR KINDERGARTEN STUDENTS | $1,500 |
| UNIVERSITY OF ILLINOIS RICHLAND COUNTY EXTENSION | |||||
| 306 SOUTH FAIR ST | OLNEY | IL | 62450 | SUPPORT THE 4-H PROGRAM | $4,000 |
| RICHLAND COUNTY HEA | |||||
| 306 SOUTH FAIR ST | OLNEY | IL | 62450 | QUILTS AND BLANKETS | $2,500 |
| VILLAGE OF CALHOUN | |||||
| PO BOX 88 | CALHOUN | IL | 62419 | AFTER SCHOOL PROGRAM | $4,000 |
| SOUTH EASTERN SPECIAL EDUCATION | |||||
| PO BOX 185 | SAINTE MARIE | IL | 624590185 | IPODS/IPADS FOR CHILDREN WITH COGNITIVE DISABILITIES | $2,494 |
| WHITE SQUIRREL SADDLE CLUB | |||||
| 5311 N SILVER ROAD | OLNEY | IL | 62450 | GAITWAY TO MOTION - EQUIPMENT FOR RICHLAND COUNTY YOUTH WITH DISABILITIES | $9,356 |
| FREE METHODIST CHURCH | |||||
| 223 W CHERRY ST | OLNEY | IL | 62450 | PLAYGROUND EQUIPMENT | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,451 | 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 | $5,579 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,279 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $28,201 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $85,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,815 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $810 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $227,986 | EOYBookValueAmt |
| EOYFMV | $227,846 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $124,794 | EOYBookValueAmt |
| EOYFMV | $224,176 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $340,593 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $374,267 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $93 | $93 | $0 |
| 15% PERCENTAGE DEPLETION ON OIL ROYALTIES | $12,772 | $12,772 | $0 |
| 10% PERCENTAGE DEPLETION ON COAL ROYALTIES | $39 | $39 | $0 |
| FERTILIZER EXPENSE FOR FARM | $13,130 | $13,130 | $0 |
| REAL ESTATE TAXES | $1,151 | $1,151 | $0 |
| LIABILITY INSURANCE | $156 | $156 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL ROYALTY INCOME | $85,148 | $85,148 | $85,148 |
| COAL INCOME | $388 | $388 | $388 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | % DEPLETION | Desc |
| Amt | $12,811 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MINERAL TAX | $4,628 | $4,628 | $0 |
| EXCISE TAX ESTIAMTES | $4,179 | $0 | $0 |