ATWOOD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ATWOOD FOUNDATION (EIN 36-6108602)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-03
- IRS object ID
- 201841849349100704
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-03T09:20:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232472424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITCAIRN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD STE 3000 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | 366108602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATWO | BusinessNameControlTxt |
| Phone | 8153160035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7327 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611267327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE T ATWOOD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2018-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW R HILBERT | PreparerPersonNm |
| PTIN | P01437997 | PTIN |
| Phone | 2158816015 | PhoneNum |
| Preparation | 2018-06-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,452,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,704 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $767,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,876 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $34,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,437 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,304 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,394 | CashBOYAmt |
| Cash EOY | $4,560 | CashEOYAmt |
| Cash EOYFMV | $4,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,454 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,786,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,907,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,646,903 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,845,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,631,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,678,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,770,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,666,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,452,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,770,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,666,267 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,770,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,770,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,666,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,770,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,816 | ExcessRevenueOverExpensesAmt |
| Other Increases | $912 | OtherIncreasesAmt |
| Subtotal | $3,679,773 | SubtotalAmt |
| Other Decreases | $13,506 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $714,874 | GrossSalesPriceAmt |
| Cost Or Other Basis | $709,442 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,432 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,432 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,432 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,948,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,370 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,199,677 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,186 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,355,810 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048484 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,199,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,366,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.409976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $218,498 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,717,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046321 | DistributionYr5Rt |
| Total Distribution | 0.604616 | TotalDistributionRt |
| Average Distribution | 0.120923 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,263,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $515,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $516,718 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $203,452 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,233 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,233 | SubtotalAmt |
| Tax Based On Investment Income | $2,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,580 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,580 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,347 | OverpaymentAmt |
| Applied To ES Tax | $4,347 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLOWE D HOLSTRUM TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8153160035 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7327 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611267327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE T ATWOOD | ||||||||
| PO BOX 7327 | ROCKFORD | IL | 61126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARLOWE D HOLSTRUM | ||||||||
| PO BOX 7327 | ROCKFORD | IL | 61126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA H ATWOOD | ||||||||
| PO BOX 7327 | ROCKFORD | IL | 61126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN P ATWOOD | ||||||||
| PO BOX 7327 | ROCKFORD | IL | 61126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,205,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,328,818 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,328,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,263,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,233 | TotalTaxAmt |
| Distributable Before Adj | $210,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $210,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $210,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,452 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,452 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $203,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,961 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,944,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $9,219 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,962,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,452 | QualifyingDistributionsAmt |
| Applied To Current Year | $203,452 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,509 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,509 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,954,588 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,954,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,936,547 | ExcessFromYear4Amt |
| Excess From Year3 | $8,822 | ExcessFromYear3Amt |
| Excess From Year1 | $9,219 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARBARA OLSEN CNTR OF HOPE | ||||||
| 3206 N CENTRAL AVENUE | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $25,000 |
| CRUSADER COMM HEALTH FND | ||||||
| 1200 W STATE ST | ROCKFORD | IL | 61102 | PC | UNRESTRICTED | $10,000 |
| HABITAT FOR HUM ROCKFORD | ||||||
| 5183 HARLEM ROAD | ROCKFORD | IL | 61111 | PC | UNRESTRICTED | $10,000 |
| KEEP NORTHERN ILL BEAUTIFUL INC | ||||||
| 4665 HYDRAULIC ROAD | ROCKFORD | IL | 61109 | PC | UNRESTRICTED | $10,000 |
| KEITH COUNTRY DAY SCHOOL | ||||||
| 1 JACOBY PLACE | ROCKFORD | IL | 61107 | PC | UNRESTRICTED | $5,000 |
| NATURAL LAND INSTITUTE | ||||||
| 320 SOUTH THIRD STREET | ROCKFORD | IL | 61104 | PC | UNRESTRICTED | $10,000 |
| NORTHWEST COMMUNITY CENTER | ||||||
| 1325 N JOHNSTON AVENUE | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $10,000 |
| ROCK VALLEY COLLEGE FOUNDATION | ||||||
| 3301 N MULFORD ROAD | ROCKFORD | IL | 61114 | PC | UNRESTRICTED | $10,000 |
| ROCKFORD ART MUSEUM | ||||||
| 711 N MAIN STREET | ROCKFORD | IL | 61103 | PC | UNRESTRICTED | $1,000 |
| ROCKFORD PARK DISTRICT FOUNDATION | ||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | PC | ATWOOD PK ED CNTR GEN PURPOSE | $25,000 |
| ROCKFORD PARK DISTRICT FOUNDATION | ||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | PC | ATWOOD PARK CAPITAL IMPRVS | $10,000 |
| ROCKFORD PARK DISTRICT FOUNDATION | ||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | PC | TRAILS PROJECT | $25,000 |
| ROCKFORD UNIVERSITY | ||||||
| 5050 E STATE STREET | ROCKFORD | IL | 61108 | PC | JT & SB ATWOOD SCHOLARSHIP FUND | $15,000 |
| ROCKFORD YMCA | ||||||
| 200 Y BLVD | ROCKFORD | IL | 61107 | PC | UNRESTRICTED | $10,000 |
| SALVATION ARMY | ||||||
| 1706 18TH AVENUE | ROCKFORD | IL | 61104 | PC | UNRESTRICTED | $10,000 |
| SHELTER CARE MINISTRIES | ||||||
| 412 N CHURCH STREET | ROCKFORD | IL | 61103 | PC | UNRESTRICTED | $1,000 |
| THE HOWARD CENTER | ||||||
| 934 N MAIN STREET | ROCKFORD | IL | 61103 | PC | UNRESTRICTED | $2,000 |
| WESLEY WILLOWS | ||||||
| 4151 N ROCKTON AVENUE | ROCKFORD | IL | 61103 | PC | UNRESTRICTED | $1,000 |
| WINNEBAGO COUNTRY FARM BUREAU FND | ||||||
| 1925 S MERIDIAN ROAD | ROCKFORD | IL | 61102 | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,704 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,604 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,604 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,907,893 | EOYBookValueAmt |
| EOYFMV | $2,646,903 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $368,177 | $326,390 |
| MUTUAL FUNDS | AT COST | $882,083 | $925,435 |
| MUTUAL FUNDS - INTERNATIONAL | AT COST | $381,100 | $427,030 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIV ON 1099 REC'D 2/18 | $530 |
| ROC ADJ FOR 2016 | $12,976 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ILLINOIS FILING FEE | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC DIV REC'D BASIS REDUCED 2018 | Desc |
| Amt | $912 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PITCAIRN TRUST COMPANY | CategoryTxt |
| Amt | $34,373 | Amt |
| Net Investment Income | $30,936 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,437 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,304 | Amt |
| Net Investment Income | $2,304 | NetInvestmentIncomeAmt |