WOODLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAND FOUNDATION (EIN 52-2333799)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-03-23
- IRS object ID
- 202610829349100411
- Schema version
- 2024v5.5
- 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 | 2026-03-23T08:34:30-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | 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 | 2024-08-01 | 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 | 2026-02-19 | 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 | 2026-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $10,427,526 | 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 | $210,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,609 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,442 | 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 | $8,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,081 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,528 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $386,162 | CashBOYAmt |
| Cash EOY | $183,820 | CashEOYAmt |
| Cash EOYFMV | $183,820 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,735,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,735,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,005,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,968,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,968,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,238,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,090,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,887,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,427,526 | 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 | $7,090,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,887,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,090,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,887,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,090,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,887,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,090,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,887,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,887,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $48,609 | GrossSalesPriceAmt |
| Gain Or Loss | $48,609 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,609 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,076 | 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 | $3,076 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $170 | 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 | 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 | $9,992,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,366,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,366,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,210,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $510,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $510,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,206 | TotalTaxAmt |
| Distributable Before Adj | $507,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $507,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $507,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $433,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $507,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $108,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $433,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $74,327 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $74,327 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,922 | 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 | $54,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $36,523 | ExcessFromYear2Amt |
| Excess From Year1 | $18,399 | ExcessFromYear1Amt |
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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | 501(C)(3) | CHARITABLE | $10,000 | |
| ALEXIAN BROTHERS FOUNDATION | |||||||
| 3040 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 501(C)(3) | CHARITABLE | $60,000 | |
| AMERICAN RED CROSS | |||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | 501(C)(3) | CHARITABLE | $10,000 | |
| 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 | $51,000 | |
| BRAVEHEARTS THERAPEUTIC | |||||||
| 8894 7319 MAXON RD | HARVARD | IL | 60333 | 501(C)(3) | CHARITABLE | $50,000 | |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| 3300 GOLF RD | BROOKFIELD | IL | 60513 | 501(C)(3) | CHARITABLE | $1,000 | |
| 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 |
| 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 | |
| JOURNEY CARE FOUNDATION | |||||||
| 405 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | 501(C)(3) | CHARITABLE | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1201 15TH ST NW SUITE 410 | WASHINGTON | DC | 20005 | 501(C)(3) | CHARITABLE | $1,000 | |
| LIFELINE PILOTS | |||||||
| 6100 W DIRKSEN PARKWAY | PEORIA | IL | 61607 | 501(C)(3) | CHARITABLE | $10,000 | |
| 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 | $70,000 | |
| POLO PLAYERS SUPPORT GROUP | |||||||
| 11924 FOREST HILL BLVD 10-A-287 | WELLINGTON | FL | 33414 | 501(C)(3) | CHARITABLE | $10,000 | |
| SWEET BRIAR COLLEGE | |||||||
| 134 CHAPEL DRIVE | SWEET BRIAR | VA | 24595 | 501(C)(3) | EDUCATIONAL | $25,000 | |
| 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 | $80,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 96538 | 501(C)(3) | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,000 | 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 | $210,833 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,609 | 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 | $259,442 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,442 | 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 | $8,175 | Amt |
| Net Investment Income | $8,175 | 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 | $2,005,490 | 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 | $504,149 |
| VANGUARD TOTAL STOCK | AT COST | $1,271,788 | $1,601,084 |
| DODGE & COX INCOME FUND | AT COST | $1,369,000 | $1,287,437 |
| DODGE & COX STOCK FUND | AT COST | $328,528 | $855,453 |
| DFA US SMALL CAP VALUE FUND | AT COST | $186,467 | $303,872 |
| DFA US LARGE CAP VALUE | AT COST | $199,000 | $338,042 |
| SCHWAB S&P 500 INDEX FD | AT COST | $588,527 | $2,170,927 |
| TORTOISE MLP & PIPELINE INSTL | AT COST | $540,804 | $1,177,252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $15 | $15 | $0 |
| INVESTMENT EXPENSES | $16,513 | $16,513 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,081 | Amt |
| Net Investment Income | $4,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |