WOODLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAND FOUNDATION (EIN 52-2333799)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-02-28
- IRS object ID
- 202500599349100015
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-28T11:22:16-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522333799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 8473826846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CRYSTAL STREET D | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON ROBERTS GREENE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473826846 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WOJCIK | PreparerPersonNm |
| PTIN | P01331805 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Preparation | 2025-02-13 | 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 | $9,862,524 | 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 |
| Dividends Rev And Expnss | $245,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,888,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $329,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,021 | 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 | $16,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,230 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $471,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $471,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,327 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $348,408 | CashBOYAmt |
| Cash EOY | $386,162 | CashEOYAmt |
| Cash EOYFMV | $386,162 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,735,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,863,625 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,920,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,968,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,612,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,268,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,090,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,862,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,268,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,090,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,268,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,090,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,268,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,090,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,268,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,327 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,090,130 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,090,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 44,415.493 SHS DFA INTERNATIONAL SMALL CAP VALUE | P | 2010-01-01 | 2024-02-16 | $198,918 | $151,592 | $47,326 | $47,326 |
| 11,884.199 SHS DFA INTERNATIONAL SMALL COMPANY | P | 2010-01-01 | 2024-02-16 | $225,309 | $194,786 | $30,523 | $30,523 |
| 22,999.288 SHS DFA INTERNATIONAL VALUE | P | 2010-01-01 | 2024-02-16 | $457,671 | $508,203 | -$50,532 | -$50,532 |
| 19,800.129 SHS DFA LARGE CAP INTERNATIONAL | P | 2010-01-01 | 2024-02-16 | $524,490 | $448,666 | $75,824 | $75,824 |
| 11,825.947 SHS DFA REAL ESTATE SECURITIES | P | 2010-01-01 | 2024-02-16 | $444,168 | $307,850 | $136,318 | $136,318 |
| 18,402.491 SHS DFA US SMALL CAP VALUE | P | 2010-01-01 | 2024-02-16 | $820,000 | $531,311 | $288,689 | $288,689 |
| 181,805.584 SHS PIMCO ALL ASSET ALL AUTHORITY | P | 2010-01-01 | 2024-02-16 | $1,158,087 | $1,662,900 | -$504,813 | -$504,813 |
| CAPITAL GAINS DIVIDENDS | P | $60,291 | $60,291 | $60,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,080 | 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 | $5,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,004 | OverpaymentAmt |
| Applied To ES Tax | $1,004 | 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 | ALLISON ROBERTS GREENE | IndividualWithBooksNm |
| Phone | 8474628202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CRYSTAL ST SUITE D | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON ROBERTS GREENE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 PELICAN COLONY BLVD 901 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,796,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,282,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,282,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,143,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $457,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $457,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,075 | TotalTaxAmt |
| Distributable Before Adj | $453,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $453,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $453,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $471,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $453,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $108,771 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $453,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,399 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $129,249 | 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 | $129,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,079 | ExcessFromYear4Amt |
| Excess From Year1 | $108,771 | ExcessFromYear1Amt |
| Excess From Current Year | $18,399 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLISON ROBERTS GREENE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADDUS HOPE FOUNDATION | |||||||
| 6303 COWBOYS WAY SUITE 600 | FRISCO | TX | 75034 | 501(C)(3) | CHARITABLE | $10,000 | |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | 501(C)(3) | CHARITABLE | $5,000 | |
| ALEXIAN BROTHERS FOUNDATION | |||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 501(C)(3) | CHARITABLE | $50,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) | CHARITABLE | $500 | |
| BARRINGTON YOUTH DANCE ENSEMBLE | |||||||
| 758 W NORTHWEST HWY | BARRINGTON | IL | 60010 | 501(C)(3) | EDUCATIONAL | $5,000 | |
| BARRINGTON'S WHITE HOUSE | |||||||
| 145 W MAIN ST | BARRINGTON | IL | 60010 | 501(C)(3) | CHARITABLE | $10,000 | |
| BEYOND PESTICIDES | |||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | 501(C)(3) | CHARITABLE | $50,000 | |
| BRAVEHEARTS THERAPEUTIC | |||||||
| 8894 7319 MAXON RD | HARVARD | IL | 60333 | 501(C)(3) | CHARITABLE | $50,000 | |
| CUBA CARES FUND | |||||||
| 28000 W CUBA RD | BARRINGTON | IL | 60010 | 501(C)(3) | CHARITABLE | $1,000 | |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | 501(C)(3) | CHARITABLE | $1,000 | 100 |
| FOX RIVER VALLEY HOUND HERITAGE FOUNDATION | |||||||
| 3 EAGLE POINT DRIVE | BARRINGTON HILLS | IL | 60010 | 501(C)(3) | EDUCATIONAL | $15,000 | |
| GALLOPING OUT | |||||||
| 7301 W 25TH ST 321 | NORTH RIVERSIDE | IL | 60546 | 501(C)(3) | CHARITABLE | $5,000 | |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | 501(C)(3) | CHARITABLE | $1,000 | |
| GRAYSON - JOCKEY CLUB | |||||||
| 821 CORPORATE DR | LEXINGTON | KY | 40503 | 501(C)(3) | CHARITABLE | $10,000 | |
| LIFELINE PILOTS | |||||||
| 6100 W DIRKSEN PARKWAY | PEORIA | IL | 61607 | 501(C)(3) | CHARITABLE | $20,000 | |
| MAINSTAY THERAPEAUTIC FARM | |||||||
| 6919 KEYSTONE RD | RICHMOND | IL | 60071 | 501(C)(3) | CHARITABLE | $10,000 | |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | 501(C)(3) | CHARITABLE | $1,000 | |
| PIONEER CENTER | |||||||
| 4001 DAYTON ST | MCHENRY | IL | 60050 | 501(C)(3) | CHARITABLE | $58,000 | |
| POLO PLAYERS SUPPORT GROUP | |||||||
| 11924 FOREST HILL BLVD 10-A-287 | WELLINGTON | FL | 33414 | 501(C)(3) | CHARITABLE | $10,000 | |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | 501(C)(3) | EDUCATIONAL | $500 | |
| SWEET BRIAR COLLEGE | |||||||
| 134 CHAPEL DRIVE | SWEET BRIAR | VA | 24595 | 501(C)(3) | EDUCATIONAL | $25,000 | |
| THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY | |||||||
| 33 E WOODSTOCK ST | CRYSTAL LAKE | IL | 60014 | 501(C)(3) | CHARITABLE | $50,000 | |
| VICTORIA REGIONAL MUSEUM ASSOCIATION | |||||||
| 1900 N LAURENT ST | VICTORIA | TX | 77901 | 501(C)(3) | CHARITABLE | $1,000 | |
| WALK ON | |||||||
| PO BOX 367 | BARRINGTON | IL | 600110376 | 501(C)(3) | CHARITABLE | $81,000 | |
| WORKSHOPS EMPOWERMENT | |||||||
| 4244 3RD AVE S | BIRMINGHAM | AL | 35222 | 501(C)(3) | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $471,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $245,395 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,626 | 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 | $329,021 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,021 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME FROM CHARITABLE USE ASSETS |
| 8 | GAIN ON SALE OF CONTRIBUTED MARKETABLE SECURITIES |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,245 | Amt |
| Net Investment Income | $16,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY | StockNm |
| EOY Book Value | $1,735,509 | EOYBookValueAmt |
| EOYFMV | $1,863,625 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT-TERM ADMIRAL BOND FUND | AT COST | $484,345 | $498,355 |
| VANGUARD TOTAL STOCK | AT COST | $1,271,788 | $1,403,735 |
| DODGE & COX INCOME FUND | AT COST | $1,369,000 | $1,293,553 |
| DODGE & COX STOCK FUND | AT COST | $328,528 | $856,635 |
| DFA US SMALL CAP VALUE FUND | AT COST | $186,467 | $322,731 |
| DFA US LARGE CAP VALUE | AT COST | $199,000 | $328,445 |
| SCHWAB S&P 500 INDEX FD | AT COST | $588,527 | $1,888,957 |
| TORTOISE MLP & PIPELINE INSTL | AT COST | $540,804 | $1,020,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $30 | $30 | $0 |
| INVESTMENT EXPENSES | $16,200 | $16,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,373 | Amt |
| Net Investment Income | $3,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |