SODERSTROM FAMILY CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SODERSTROM FAMILY CHARITABLE TR (EIN 36-7187407)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102500
- Schema version
- 2017v2.3
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:45:07-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367187407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODERSTROM FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SODE | BusinessNameControlTxt |
| Phone | 3096747546 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL W SODERSTROM JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3096747546 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDY D ABELES | PreparerPersonNm |
| PTIN | P00956609 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 15:53:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8063D567AED53E4F18AA02F62DBF3716C0A4B74E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B19695C34210A09E7F6DAE79E535B83442D983A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,576 | 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 | $359,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $389,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $519,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,386 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,486 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,486 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $754,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,622 | 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 |
| Other Prof Fees Rev And Expnss | $373,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $373,245 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $373,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,839 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,839 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $598,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,635 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $225,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $300,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $464,988 | CapitalStockBOYAmt |
| Capital Stock EOY | $464,988 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$164,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$392,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $457,204 | SubtotalAmt |
| Other Decreases | $384,628 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WILLIAM BLAIR #0073 | P | $25,053 | $23,819 | $1,234 | $1,234 |
| WILLIAM BLAIR #0073 | P | $186,903 | $74,878 | $112,025 | $112,025 |
| WILLIAM BLAIR #0073 | P | $274,114 | $31,505 | $242,609 | $242,609 |
| LEAGUE CITY MOB PARTNERS LP | P | $33,518 | $33,518 | $33,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,386 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $475,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.167502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,508,491 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.246179 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,069,967 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134326 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $612,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,674,948 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.229032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $623,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,146,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.543644 | DistributionYr5Rt |
| Total Distribution | 3.320683 | TotalDistributionRt |
| Average Distribution | 0.664137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $192,591 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,840 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $596,084 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,386 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,453 | OverpaymentAmt |
| Applied To ES Tax | $4,453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CINDY LEISINGER | IndividualWithBooksNm |
| Phone | 3096906012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CARL W SODERSTROM JR | |||||||||
| 1 SOUTHSTREAM DRIVE | MORTON | IL | 61550 | TRUSTEE | 0.25 | $0 | $0 | $0 | |
| CARL D SODERSTROM | |||||||||
| CADDIS PARTNERS 5910 N CENTRAL EXPY | DALLAS | TX | 75206 | TRUSTEE | 0.25 | $0 | $0 | $0 | SUITE 1400 |
| ROBERT W SODERSTROM | |||||||||
| 2618 LAKE VIEW TERRACE EAST | LOS ANGELES | CA | 90039 | TRUSTEE | 0.25 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB SODERSTROM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-5131 WEST BROSTOL RD SUITE A | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | EDITOR | ServiceTypeTxt |
| Compensation | $50,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXISTS TO EDUCATE THE PUBLIC ABOUT THE LABOR MOVEMENT FROM 1930-1970, THE LIFE AND WORK OF THE LABOR LEADER REUBEN G. SODERSTROM, THE BEGINNINGS AND MERGER OF THE AFL-CIO, AND THE BUILDING AND MAINTENANCE OF A HISTORICAL MEMORIAL PARK PLAZA IN STREATOR, ILLINOIS. | Description1Txt |
| Expenses1 | $222,839 | Expenses1Amt |
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 | $90,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,933 | TotalTaxAmt |
| Distributable Before Adj | $5,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $596,084 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,933 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $592,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $567,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $484,306 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $300,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $465,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,996,391 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $596,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $590,387 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,586,778 | 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 | $567,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,018,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $484,306 | ExcessFromYear4Amt |
| Excess From Year3 | $177,567 | ExcessFromYear3Amt |
| Excess From Year2 | $300,905 | ExcessFromYear2Amt |
| Excess From Year1 | $465,729 | ExcessFromYear1Amt |
| Excess From Current Year | $590,387 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARL W SODERSTROM MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3096747546 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST WILL MAKE DISTRIBUTIONS TO ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 29 ACRES | |||||||
| 3000 MOSELEY ROAD | CROSS ROADS | TX | 76227 | NONE | PC | CHARITABLE | $25,000 |
| ALL SAINTS GREEK ORTHODOX CHURCH | |||||||
| 1812 N PROSPECT ROAD | PEORIA | IL | 61603 | NONE | PC | CHARITABLE | $1,000 |
| PEORIA SYMPHONY ORCHESTRA | |||||||
| 101 STATE ST | PEORIA | IL | 61602 | NONE | PC | CHARITABLE | $1,862 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | CHARITABLE | $127,701 |
| STREATOR CITY PARK | |||||||
| 401 W BRIDGE ST | STREATOR | IL | 61364 | NONE | PC | CHARITABLE | $626 |
| SOUTHERN ILLINOIS COMMUNITY FOUNDATION | |||||||
| 3000 W DEYOUNG STREET | MARION | IL | 62959 | NONE | PC | CHARITABLE | $10,000 |
| ST JUDE RUNS | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $3,550 |
| UNITED WAY PILLARS SOCIETY | |||||||
| 509 W HIGH STREET | PEORIA | IL | 61606 | NONE | PC | CHARITABLE | $1,000 |
| UNIVERSITY OF ILLINOIS I FUND | |||||||
| 1700 SOUTH FOURTH STREET | CHAMPAIGN | IL | 61820 | NONE | PC | CHARITABLE | $51,000 |
| ZULU SOCIAL AND PLEASURE CLUB SCHOLARSHIP FUND | |||||||
| 732 N BROAD STREET | NEW ORLEANS | LA | 70119 | NONE | PC | CHARITABLE | $1,000 |
| EASTERSEALS | |||||||
| 507 E ARMSTRONG AVE | PEORIA | IL | 61603 | NONE | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,839 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,750 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $389,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $395,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,622 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARL W SODERSTROM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH STREAM | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $359,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN DGTNA 2015 INVESTMENT, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,941 | BookValueAmt |
| EOYFMV | $41,941 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $384,628 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEE | $2,299 | $2,299 | $0 |
| MARGIN INTEREST | $2 | $2 | $0 |
| SUPPLIES | $10 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,486 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDEPENDENT CONTRACTORS | CategoryTxt |
| Amt | $373,245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $373,245 | DisbursementsCharitablePrpsAmt |