Skip to content
Nonprofiteer
← RESIDUARY TRUST UNDER WILL OF H OGDEN BRAINARD DTD 072590

Form 990 for tax year 2024

Filed by RESIDUARY TRUST UNDER WILL OF H OGDEN BRAINARD DTD 072590.

Totals

Total revenue
$305,302
Total expenses
$181,855
Contributions and grants received
$0
Grants paid
$115,813
Program service revenue
$0
Investment income
$259,354
Other revenue
$45,948
Total assets, end of year
$4,419,523
Total liabilities, end of year
$115,813
Net assets or fund balances, end of year
$4,303,710
Program services expenses (Part IX)
$115,813
Management and general expenses
$66,042
Fundraising expenses
$0
Program service expenses (Part III)
$115,813

Program services were 63.7% 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 $135,908 · excluded $135,908

  • 7a · Gross sales of assets other than inventory

    securities $164,432

  • 7b · Less cost or other basis and sales expenses

    securities $40,986

  • 7c · Gain or loss

    securities $123,446

  • 7d · Net gain or loss

    total $123,446 · excluded $123,446

  • 11a · Other revenue: FARM INCOME

    total $35,948 · excluded $35,948

  • 11b · Other revenue: WIND EASEMENT

    total $10,000 · excluded $10,000

  • 11e · Other revenue, total

    $45,948

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $115,813 · program services $115,813

  • 11a · Fees: management

    total $55,044 · management and general $55,044

  • 11c · Fees: accounting

    total $3,060 · management and general $3,060

  • 24a · Other expenses: FARM EXPENSES

    total $6,161 · management and general $6,161

  • 24b · Other expenses: FOREIGN TAXES

    total $1,777 · management and general $1,777

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $34,778 · end of year $32,621

  • 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 $4,013,764 · end of year $4,161,882

  • 18 · Grants payable

    beginning of year $93,299 · end of year $115,813

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,180,263 · end of year $4,303,710

  • 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 · 2024

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 $115,813 · Grants $115,813

As filed on the 2024 return.

Listed in Part VII

  • Dawn Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Kelvin Lane

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Randall Wright

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Bonita Tillman

    TREASURER

    Total calculated
    $0
    Hours/week
    0

  • Nathaniel Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Robert Glover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Joseph Dively

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Mitchell Gurick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Patricia Poulter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • John Schmitt

    SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • Jonathan 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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
24 April 2025
IRS schema version
2024v5.1
Source object
202531269349302443

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.