STRATEGY STUDIO / PUBLIC DATA EXPLORER

SODERSTROM FAMILY CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SODERSTROM FAMILY CHARITABLE TR (EIN 36-7187407)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-16
IRS object ID
202543209349100719
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-16T14:47:03-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11450 AMERICAN LANE SUITE 1400AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367187407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SODERSTROM FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSODEBusinessNameControlTxt
Phone3096747546PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE S STREAMAddressLine1Txt
CityMORTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP61550ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL W SODERSTROM JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3096747546PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCIPRIAN MITUPreparerPersonNm
PTINP01281670PTIN
Phone8475177070PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,991FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$88,500ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$88,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,960AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,960AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$241OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$241OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,231TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,291TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,331TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,209ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$782SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,991SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,991SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$782TotalAssetsBOYAmt
Total Assets EOY$5,991TotalAssetsEOYAmt
Total Assets EOYFMV$5,991TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$464,988CapitalStockBOYAmt
Capital Stock EOY$464,988CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$464,206RetainedEarningBOYAmt
Retained Earning EOY-$458,997RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,991TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,209ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,991SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,991TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,269EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,269TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,269OverpaymentAmt
Applied To ES Tax$4,269AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY LEISINGERIndividualWithBooksNm
Phone3096906012PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE S STREAMAddressLine1Txt
CityMORTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP61550ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
CARL W SODERSTROM JR
1 SOUTHSTREAM DRIVEMORTONIL61550TRUSTEE0.25$0$0$0
CARL D SODERSTROM
CADDIS PARTNERS 5910 N CENTRAL EXPYDALLASTX75206TRUSTEE0.25$0$0$0SUITE 1400
ROBERT W SODERSTROM
2618 LAKE VIEW TERRACE EASTLOS ANGELESCA90039TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EXISTS 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$79,100Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,021TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,021AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$100MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$100DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,331ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,331QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$452,609ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$828,665ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$369,604ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,831ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$258,629ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,146,338TotalExcessDistributionCyovAmt
Qualifying Distributions$81,331QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,231RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,227,569TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$452,609ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,774,960ExcessDistriCyovToNextYrAmt
Excess From Year4$828,665ExcessFromYear4Amt
Excess From Year3$369,604ExcessFromYear3Amt
Excess From Year2$236,831ExcessFromYear2Amt
Excess From Year1$258,629ExcessFromYear1Amt
Excess From Current Year$81,231ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARL W SODERSTROM JRContributingManagerNm
Contributing ManagerCARL D SODERSTROMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS GREEK ORTHODOX CHURCH
102 N BROADWAY STJOLIETIL60435NONEPCCHARITABLE$1,000
MAYO CLINIC
4500 SAN PABLO RD SJACKSONVILLEFL32224NONEPCCHARITABLE$10,000
PEORIA SYMPHONY ORCHESTRA
101 STATE STREETPEORIAIL61602NONEPCCHARITABLE$15,000
RIVERVIEW CEMETERY
2751 E 2551 ST RDMARSEILLESIL61341NONEPCCHARITABLE$500
ROLLS ROYCE FOUNDATION
189 HEMPT RDMECHANICSBURGPA17050NONEPCCHARITABLE$100
UNIVERSITY OF ILLINOIS FOUNDATION
1700 SOUTH FOURTH STREETCHAMPAIGNIL61820NONEPCCHARITABLE$50,000
HEART OF ILLINOIS UNITED WAY
509 W HIGH STREETPEORIAIL61606NONEPCCHARITABLE$1,000
BRADLEY UNVIVERSITY
1501 W BRADLEY AVEPEORIAIL61625NONEPCCHARITABLE$1,000
JACKSON HOLE LAND TRUST
690 US-89 101JACKSONWY83001NONEPCCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCARL W SODERSTROMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11598 CAXAMBAS COURTAddressLine1Txt
CityMARCO ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34145ZIPCd
FieldValueIRS element (for citing)
Total Contributions$88,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$3,920Amt
Net Investment Income$1,960NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,960DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDEPENDENT CONTRACTORSCategoryTxt
Amt$241Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$241DisbursementsCharitablePrpsAmt