WILLIAM LOVELAND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM LOVELAND FOUNDATION (EIN 20-1463578)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102851
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:33:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 LTD CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N UNIVERSITY ST 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201463578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM LOVELAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3092644839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 E COUNTY RD 2300 | AddressLine1Txt |
| City | LA HARPE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3092447660 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D Reinken CPA | PreparerPersonNm |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $143,706 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,306 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,175 | 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 | $713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $448 | CashBOYAmt |
| Cash EOY | $635 | CashEOYAmt |
| Cash EOYFMV | $635 | CashEOYFMVAmt |
| Other Investments BOY | $117,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,534 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $117,706 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-09-04 | 2025-03-21 | $714 | $713 | $1 | $1 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-09-04 | 2025-03-21 | $839 | $857 | -$18 | -$18 | |
| FRANKLIN INTL LOW ETF VOLATILITY HIGH DIVIDEND INDEX | 2024-09-04 | 2025-03-21 | $651 | $615 | $36 | $36 | |
| PIMCO FDS INCOME FD INSTL CL | 2024-09-04 | 2025-03-21 | $706 | $708 | -$2 | -$2 | |
| VANGUARD SCOTTSDALE ETF INTER-TERM TREAS INDEX FD | 2024-09-04 | 2025-03-21 | $355 | $361 | -$6 | -$6 | |
| CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT | 2024-02-14 | 2025-03-21 | $719 | $606 | $113 | $113 | |
| DODGE & COX INCOME FUND I | 2024-02-14 | 2025-03-21 | $566 | $552 | $14 | $14 | |
| FIDELITY ADVISOR GROWTH OPPORTUNITIES FD CL I | 2024-02-14 | 2025-03-21 | $8,032 | $6,863 | $1,169 | $1,169 | |
| FIDELITY ADVISOR INTL CAPITAL APP CL I | 2024-02-14 | 2025-03-21 | $4,625 | $4,217 | $408 | $408 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-02-14 | 2025-03-21 | $683 | $672 | $11 | $11 | |
| T ROWE PRICE CAP APPRECIATION FD SBI | 2024-02-14 | 2025-03-21 | $523 | $519 | $4 | $4 | |
| VANGUARD TOTAL STOCK ETF MARKET ETF | 2024-02-14 | 2025-03-21 | $278 | $247 | $31 | $31 | |
| FRANKLIN INTL LOW ETF VOLATILITY HIGH DIVIDEND INDEX | 2024-09-04 | 2025-05-12 | $1,176 | $1,108 | $68 | $68 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-09-04 | 2025-07-24 | $500 | $513 | -$13 | -$13 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-09-04 | 2025-07-30 | $445 | $455 | -$10 | -$10 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-10-01 | 2025-07-30 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-11-01 | 2025-07-30 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-12-02 | 2025-07-30 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2024-12-19 | 2025-07-30 | $1 | $1 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-01-02 | 2025-07-30 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-02-03 | 2025-07-30 | $6 | $6 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-03-03 | 2025-07-30 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-04-01 | 2025-07-30 | $5 | $5 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-05-01 | 2025-07-30 | $3 | $3 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-06-02 | 2025-07-30 | $3 | $3 | $0 | $0 | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND CL I | 2025-07-01 | 2025-07-30 | $3 | $3 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-02-14 | 2025-07-30 | $100 | $99 | $1 | $1 | |
| CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT | 2024-02-14 | 2025-10-03 | $2,966 | $2,120 | $846 | $846 | |
| DODGE & COX INCOME FUND I | 2024-12-20 | 2025-11-13 | $13 | $12 | $1 | $1 | |
| DODGE & COX INCOME FUND I | 2025-03-28 | 2025-11-13 | $7 | $7 | $0 | $0 | |
| DODGE & COX INCOME FUND I | 2025-06-27 | 2025-11-13 | $7 | $7 | $0 | $0 | |
| DODGE & COX INCOME FUND I | 2025-09-29 | 2025-11-13 | $7 | $7 | $0 | $0 | |
| DODGE & COX INCOME FUND I | 2024-02-14 | 2025-11-13 | $612 | $587 | $25 | $25 | |
| DODGE & COX INCOME FUND I | 2024-03-27 | 2025-11-13 | $14 | $13 | $1 | $1 | |
| DODGE & COX INCOME FUND I | 2024-06-27 | 2025-11-13 | $14 | $14 | $0 | $0 | |
| DODGE & COX INCOME FUND I | 2024-09-27 | 2025-11-13 | $12 | $12 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-12-31 | 2025-12-18 | $7 | $7 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-01-31 | 2025-12-18 | $8 | $7 | $1 | $1 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-02-28 | 2025-12-18 | $8 | $7 | $1 | $1 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-03-31 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-04-30 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-05-30 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-06-30 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-07-31 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-08-29 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-09-30 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-10-31 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2025-11-28 | 2025-12-18 | $3 | $3 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-01-02 | 2025-12-18 | $6 | $6 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-02-03 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-03-03 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-04-01 | 2025-12-18 | $4 | $4 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-05-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-06-02 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-07-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-08-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-09-02 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-10-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-11-03 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2025-12-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-09-04 | 2025-12-18 | $516 | $502 | $14 | $14 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-09-30 | 2025-12-18 | $7 | $7 | $0 | $0 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-10-31 | 2025-12-18 | $8 | $7 | $1 | $1 | |
| EATON VANCE STRATEGIC INCOME FUND CLASS I | 2024-11-29 | 2025-12-18 | $8 | $7 | $1 | $1 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-02-14 | 2025-12-18 | $502 | $486 | $16 | $16 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-12-02 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-03-01 | 2025-12-18 | $2 | $2 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-04-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-05-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-06-03 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-07-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-08-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-09-03 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-10-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| JOHN HANCOCK SOVEREIGN BOND FUND CLASS I | 2024-11-01 | 2025-12-18 | $5 | $5 | $0 | $0 | |
| Capital Gains Dividends | $4,592 | $4,592 | $4,592 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,306 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $128 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $135,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $6,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,575 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,575 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,984 | 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 | $3,620 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIBLE RELATED MINISTRIES | ||||||
| 6502 JOLIET RD D | COUNTRYSIDE | IL | 60525 | NC | GENERAL SUPPORT | $1,000 |
| GRACE BIBLE CHURCH | ||||||
| 2880 N STATE HWY 9 | DALLAS CITY | IL | 62330 | NC | GENERAL SUPPORT | $3,559 |
| GRACE BIBLE CHURCH - WILLIAM WOODS MISSIONS TO RUSSIA | ||||||
| 2880 N STATE HWY 9 | DALLAS CITY | IL | 62330 | NC | GENERAL SUPPORT | $1,600 |
| FAITH BIBLE CAMP | ||||||
| 849 KNOX RD 2200 E | YATES CITY | IL | 61572 | NC | GENERAL SUPPORT | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,559 | 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 | $1,869 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,306 | 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 | $9,175 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,175 | 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 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $713 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Various Mutual Funds | AT COST | $78,101 | $90,583 |
| Stock, options & ETFs | AT COST | $38,970 | $52,488 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,356 | $0 | $0 |
| IL CHARITY BUREAU FUND | $130 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |