Form 990 for tax year 2023
Filed by RESIDUARY TRUST UNDER WILL OF H OGDEN BRAINARD DTD 072590.
Totals
- Total revenue
- $177,698
- Total expenses
- $156,882
- Contributions and grants received
- $0
- Grants paid
- $93,299
- Program service revenue
- $0
- Investment income
- $134,134
- Other revenue
- $43,564
- Total assets, end of year
- $4,273,562
- Total liabilities, end of year
- $93,299
- Net assets or fund balances, end of year
- $4,180,263
- Program services expenses (Part IX)
- $93,299
- Management and general expenses
- $63,583
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $93,299
Program services were 59.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $113,318 · excluded $113,318
-
7a · Gross sales of assets other than inventory
securities $115,783
-
7b · Less cost or other basis and sales expenses
securities $94,967
-
7c · Gain or loss
securities $20,816
-
7d · Net gain or loss
total $20,816 · excluded $20,816
-
11a · Other revenue: FARM INCOME
total $43,564 · excluded $43,564
-
11e · Other revenue, total
$43,564
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $93,299 · program services $93,299
-
11a · Fees: management
total $51,102 · management and general $51,102
-
11c · Fees: accounting
total $5,106 · management and general $5,106
-
24a · Other expenses: FARM EXPENSES
total $6,035 · management and general $6,035
-
24b · Other expenses: FOREIGN TAXES
total $1,340 · management and general $1,340
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $90,554 · end of year $34,778
-
10a · Land, buildings and equipment: cost or other basis
$225,020
-
10c · Land, buildings and equipment, net
beginning of year $225,020 · end of year $225,020
-
11 · Investments: publicly traded securities
beginning of year $3,997,905 · end of year $4,013,764
-
17 · Accounts payable and accrued expenses
beginning of year $60,266
-
18 · Grants payable
beginning of year $93,766 · end of year $93,299
-
29 · Capital stock, trust principal or current funds
beginning of year $4,159,447 · end of year $4,180,263
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
ADMINISTRATION OF PERPETUAL TESTAMENTARY TRUST FOR THE BENEFIT OF THE FOLLOWING BENEFICIARIES: UNIV OF IL FOUNDATION, IL BAR FOUNDATION, EASTERN IL UNIV FOUNDATION, WESLEY UNITED METHODIST CHURCH, CITY OF CHARLESTON, COMM UNIT SCHOOL DIST #1, AND COLES CO UNITED WAY.
-
CONTRIBUTIONS MADE TO ORGANIZATIONS EXEMPT FROM INCOME TAX TO ASSIST THOSE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSES.
Expenses $93,299 · Grants $93,299
As filed on the 2023 return.
Listed in Part VII
-
Dawn JohnsonDAWN JOHNSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Kelvin LaneKELVIN LANE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Randall WrightRANDALL WRIGHT
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
Bonita TillmanBONITA TILLMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
Nathaniel AndersonNATHANIEL ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Robert GloverROBERT GLOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Judith JamesJUDITH JAMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Charles MarisCHARLES MARIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Elmer PullenELMER PULLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
John SchmittJOHN SCHMITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Susan YoungSUSAN YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jonathan McKenzieJONATHAN MCKENZIE
CHIEF OPERATING OFFICER
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
WESLEY UNITED METHODIST CHURCH
$15,550
FOR THE GENERAL PURPOSES OF THE CHURCH
-
COMMUNITY UNIT SCHOOL DIST NO 1
$15,550
FOR EDUCATIONAL PURPOSES
-
FOR EDUCATIONAL PURPOSES
-
EDUCATIONAL PURPOSES FOR THE COLLEGE OF LAW
-
$15,549
ADVANCE LEGAL JUSTICE
-
CITY OF CHARLESTON
$7,775
FOR CHILDREN'S RECREATION PROGRAMS
-
$7,775
UNITED WAY ANNUAL DRIVE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
EASTERN ILLINOIS UNIVERSITY FOUNDATION
501(C)(3) · PROVIDE SUPPORT TO EASTERN ILLINOIS UNIVERSITY · IL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421279349300432
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