Liabilities / Assets
11th percentile
Higher debt load relative to assets than 11% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
19th percentile
Higher debt load relative to revenue than 19% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$9,282,551
Down $135,311 (-1.4%) from 2017
Net Assets
Down$9,268,326
Down $139,268 (-1.5%) from 2017
Liabilities
Up$14,225
Up $3,957 (+39%) from 2017
Revenue And Expenses
Revenue
Down$406,114
Down $50,326 (-11%) from 2017
Expenses
Up$545,382
Up $24,027 (+4.6%) from 2017
Net Income
Down-$139,268
Down $74,353 (-115%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Feb 1, 2017 to Jan 31, 2018
- Signed
- May 16, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $1,892,553
Mission and Program Overview
Mission
The organization is a charitable trust that was created under the will of margaret bloom whose date of death was september 29, 1981. The trust provides that the assets of the trust are to be held in trust by the trustee for the use and benefit of the university of illinois foundation in providing scholarships at the university of illinois, urbana, illinois. Distributions from the trust are to be used solely for the education and maintenance of students at the university of illinois who meet certain conditions provided for their college education.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $9,407,594 | $9,268,326 | ▼ $139,268 |
| Investments in Publicly Traded Securities | $8,126,260 | $7,945,523 | ▼ $180,737 |
| Land, Buildings, and Equipment, Net | $1,152,847 | $1,151,847 | ▼ $1,000 |
| Savings and Temporary Cash Investments | $138,755 | $185,181 | ▲ $46,426 |
| Total Assets | $9,417,862 | $9,282,551 | ▼ $135,311 |
| Liabilities | |||
| Grants Payable | $10,268 | $14,225 | ▲ $3,957 |
| Total Liabilities | $10,268 | $14,225 | ▲ $3,957 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $9,407,594 | $9,268,326 | ▼ $139,268 |
| Total Liabilities and Net Assets / Fund Balance | $9,417,862 | $9,282,551 | ▼ $135,311 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $12,875 | $20,375 | - |
| Land | $1,138,972 | - | - |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Busey Trust Company | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $115
- Investment Income
- $326,045
- Other Revenue
- $79,954
- Change in Net Assets
- $-139,268
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $449,897 |
| Salaries, Compensation, and Employee Benefits | $88,040 |
| Other Expenses | $7,445 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $449,897 | - | - | $449,897 |
| Current Officers, Directors, Trustees, and Key Employees | - | $88,040 | - | $88,040 |
| All Other Expenses | - | $4,405 | - | $4,405 |
| Fees for Services Accounting | - | $2,040 | - | $2,040 |
| Depreciation Depletion | - | $1,000 | - | $1,000 |
| Total Functional Expenses | $449,897 | $95,485 | $0 | $545,382 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A
“The organization is a charitable trust; as such, it does not have any voting members. It is directed and managed by an independent corporate trustee, Busey Trust Company.”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A
“Actions of the corporate trustee are subject to regular review by oversight committees of the trust company; all meetings documented.”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B
“Actions of the corporate trustee are subject to regular review by oversight committees of the trust company; all meetings documented.”
Form 990, Page 6, Part VI, Line 11-description of Process for Review
“Busey Trust Company, as trustee, prepares the form 990 for the charitable trust, the form 990 is reviewed by both tax and administrative personnel at the trust company familiar with the charitable trust. A copy is provided to the University of Illinois, the supported organization.”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C
“The organization is a charitable trust. Its trustee is Busey Trust Company. The trustee maintains a written conflict of interest policy . Its officers, directors and employees are required to annually disclose interests that could give rise to conflicts. Busey Trust Company monitors and enforces compliance with this policy through employee education and reporting.”
Form 990, Page 6, Part VI, Line 19
“Busey Trust Company makes available, upon request, the Trust Agreement and amendments as well as financial statements (as included in its Form 990.) It also will make available the company's conflict of interest policy.”
Filing and Contact Details
Filer
- Filer Name
- Margaret Bloom Trust 1045000013
- EIN
- 37-6224584
- Phone
- 2173654800
- Address
- PO BOX 260, CHAMPAIGN, IL 61824-0260
Signing Officer
- Name
- Busey Trust Company
- Title
- Trustee
- Phone
- 2173654800
- Signed
- 2018-05-16
Organization Details
- Principal Officer
- Roger Laramee
- Formed
- 1983
- Legal Domicile
- Il
- Voting Board Members
- 0
- Independent Board Members
- 0
- Employees
- 0
Supplemental Narrative
Additional Explanations
Line 1A
“The organization is a charitable trust; as such, it does not have any voting members. It is directed and managed by an independent corporate trustee, Busey Trust Company.”
Line 12C
“The organization is a charitable trust. Its Trustee is Busey Trust Com pany. Busey Trust Company, as a separate organization, does have a wri tten conflict of interest policy. Its officers, directions and employe es are required to disclose annually interest that could give rise to conflicts. The Busey Trust Company regularly and consistently monitors and enforces compliance with this policy through employee education a nd representation.”
Line 13, 14
“Busey Trust Company has a written whistleblowers policy and a written document retention and destruction policy.”
Line 15
“Busey Trust Company, as trustee of the Margaret Bloom Trust, sets it's fees based on its standard fee schedule used in assessing fees to all exempt organization clients. Its fee schedule is comparable to indust ry fee schedules in the area.”
Line 19
“Busey Trust Company makes available, upon request, the Trust agreement and amendments as well as financial statements. It also will make ava ilable the Companys conflict of interest policy.”
Raw XML Appendix362 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE ORGANIZATION IS A CHARITABLE TRUST THAT WAS CREATED UNDER THE WILL OF MARGARET BLOOM WHOSE DATE OF DEATH WAS SEPTEMBER 29, 1981. THE TRUST PROVIDES THAT THE ASSETS OF THE TRUST ARE TO BE HELD IN TRUST BY THE TRUSTEE FOR THE USE AND BENEFIT OF THE UNIVERSITY OF ILLINOIS FOUNDATION IN PROVIDING SCHOLARSHIPS AT THE UNIVERSITY OF ILLINOIS, URBANA, ILLINOIS. DISTRIBUTIONS FROM THE TRUST ARE TO BE USED SOLELY FOR THE EDUCATION AND MAINTENANCE OF STUDENTS AT THE UNIVERSITY OF ILLINOIS WHO MEET CERTAIN CONDITIONS PROVIDED FOR THEIR COLLEGE EDUCATION. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4405 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 4405 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BUSEY TRUST COMPANY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2173654662 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 201 W MAIN ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | URBANA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 61801 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 9407594 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 9268326 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 88040 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 88040 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 449897 |
| IRS990/CYInvestmentIncomeAmt | 0 | 326045 |
| IRS990/CYOtherExpensesAmt | 0 | 7445 |
| IRS990/CYOtherRevenueAmt | 0 | 79954 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 115 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -139268 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 88040 |
| IRS990/CYTotalExpensesAmt | 0 | 545382 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 406114 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1000 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1000 |
| IRS990/Desc | 0 | UNIVERSITY OF ILLINOIS FOUNDATION |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 449897 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2040 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2040 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BUSEY TRUST COMPANY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1983 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 72549 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantAmt | 0 | 449897 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 10268 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 14225 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 449897 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 449897 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1540639 |
| IRS990/GrossReceiptsAmt | 0 | 1892553 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 98303 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 253496 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 253496 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8126260 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7945523 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 20375 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1152847 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1151847 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1172222 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1468090 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 18349 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE ORGANIZATION IS A CHARITABLE TRUST THAT WAS CREATED UNDER THE WILL OF MARGARET BLOOM WHOSE DATE OF DEATH WAS SEPTEMBER 29, 1981. THE TRUST PROVIDES THAT THE ASSETS OF THE TRUST ARE TO BE HELD IN TRUST BY THE TRUSTEE FOR THE USE AND BENEFIT OF THE UNIVERSITY OF ILLINOIS FOUNDATION IN PROVIDING SCHOLARSHIPS AT THE UNIVERSITY OF ILLINOIS, URBANA, ILLINOIS. DISTRIBUTIONS FROM THE TRUST ARE TO BE USED SOLELY FOR THE EDUCATION AND MAINTENANCE OF STUDENTS AT THE UNIVERSITY OF ILLINOIS WHO MEET CERTAIN CONDITIONS PROVIDED FOR THEIR COLLEGE EDUCATION. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 9407594 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 9268326 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 72549 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 79954 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | ROGER LARAMEE |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 448623 |
| IRS990/PYInvestmentIncomeAmt | 0 | 383144 |
| IRS990/PYOtherExpensesAmt | 0 | 6037 |
| IRS990/PYOtherRevenueAmt | 0 | 73296 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -64915 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 66695 |
| IRS990/PYTotalExpensesAmt | 0 | 521355 |
| IRS990/PYTotalRevenueAmt | 0 | 456440 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -139268 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 79954 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 138755 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 185181 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 456440 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 456440 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 66695 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 389745 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 389745 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 448517 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 448517 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 331283 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 448517 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt | 0 | 427872 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 448517 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 20645 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 539992 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 112120 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 20645 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 112120 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 112120 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 20645 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 90095 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 448517 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 449897 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 539992 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 13176704 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 13009929 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 9336704 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 9169929 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 197651 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 195149 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt | 0 | 3840000 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 3840000 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 12979053 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 12814780 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 454267 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 448517 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 13176704 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 13009929 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 454267 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 448517 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 376176582 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 5 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 449897 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | UNIVERSITY OF ILLINOIS FOUNDATION |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 449897 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 1138972 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 1138972 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 12875 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 20375 |
| IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 33250 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1151847 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The organization is a charitable trust; as such, it does not have any voting members. It is directed and managed by an independent corporate trustee, Busey Trust Company. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The organization is a charitable trust. Its Trustee is Busey Trust Com pany. Busey Trust Company, as a separate organization, does have a wri tten conflict of interest policy. Its officers, directions and employe es are required to disclose annually interest that could give rise to conflicts. The Busey Trust Company regularly and consistently monitors and enforces compliance with this policy through employee education a nd representation. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Busey Trust Company has a written whistleblowers policy and a written document retention and destruction policy. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Busey Trust Company, as trustee of the Margaret Bloom Trust, sets it's fees based on its standard fee schedule used in assessing fees to all exempt organization clients. Its fee schedule is comparable to indust ry fee schedules in the area. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Busey Trust Company makes available, upon request, the Trust agreement and amendments as well as financial statements. It also will make ava ilable the Companys conflict of interest policy. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The organization is a charitable trust; as such, it does not have any voting members. It is directed and managed by an independent corporate trustee, Busey Trust Company. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Actions of the corporate trustee are subject to regular review by oversight committees of the trust company; all meetings documented. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Actions of the corporate trustee are subject to regular review by oversight committees of the trust company; all meetings documented. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Busey Trust Company, as trustee, prepares the form 990 for the charitable trust, the form 990 is reviewed by both tax and administrative personnel at the trust company familiar with the charitable trust. A copy is provided to the University of Illinois, the supported organization. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | The organization is a charitable trust. Its trustee is Busey Trust Company. The trustee maintains a written conflict of interest policy . Its officers, directors and employees are required to annually disclose interests that could give rise to conflicts. Busey Trust Company monitors and enforces compliance with this policy through employee education and reporting. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Busey Trust Company makes available, upon request, the Trust Agreement and amendments as well as financial statements (as included in its Form 990.) It also will make available the company's conflict of interest policy. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | LINE 1A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | LINE 13, 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 9417862 |
| IRS990/TotalAssetsEOYAmt | 0 | 9282551 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 9417862 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 9282551 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 95485 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 449897 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 545382 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 10268 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 14225 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 10268 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 14225 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 9407594 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 9268326 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt | 0 | 115 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 115 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 449897 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 115 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 253611 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 406114 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 9417862 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 9282551 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 201 W MAIN ST |
| IRS990/USAddress/CityNm | 0 | URBANA |
| IRS990/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/USAddress/ZIPCd | 0 | 61801 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BUSEY TRUST COMPANY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2173654800 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MARGARET BLOOM TRUST 1045000013 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BLOO |
| ReturnHeader/Filer/EIN | 0 | 376224584 |
| ReturnHeader/Filer/PhoneNum | 0 | 2173654800 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 260 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHAMPAIGN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 618240260 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 542C348246C098D84C7A6B8EFEDDCB5D32532910 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 542C348246C098D84C7A6B8EFEDDCB5D32532910 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 198.56.53.5 |
| ReturnHeader/ReturnTs | 0 | 2018-05-16T17:00:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-01-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $9,282,551
- Liabilities
- $14,225
- Net assets
- $9,268,326
- Revenue
- $406,114
- Expenses
- $545,382
- Net income
- -$139,268
Peer Organizations
Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits
St Louis, MO
View OrganizationVia Christi Village Pittsburg Inc
501(c)3
Revenue$7,047,091
Assets$9,274,836
Revenue vs current organization
1635% higherAssets vs current organization
About the sameGreensboro, NC
View OrganizationGreensboro Urban Ministry Inc
501(c)3
Revenue$7,188,539
Assets$9,306,874
Revenue vs current organization
1670% higherAssets vs current organization
About the sameGoshen, NY
View OrganizationElant at Newburgh Inc
501(c)3
Revenue$0
Assets$9,230,657
Revenue vs current organization
100% lowerAssets vs current organization
About the sameHaverhill, MA
View OrganizationCareer Resources Corp
501(c)3
Revenue$9,302,996
Assets$5,677,312
Revenue vs current organization
2191% higherAssets vs current organization
39% lower