ATWOOD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ATWOOD FOUNDATION (EIN 36-6108602)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-27
- IRS object ID
- 201641799349100114
- Schema version
- 2015v2.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-27T14:53:32-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 Road 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 | 2015-01-01 | 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 | MARLOWE D HOLSTRUM TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8158738127 | PhoneNum |
| Signature | 2016-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew R Hilbert | PreparerPersonNm |
| PTIN | P01437997 | PTIN |
| Phone | 2158876700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,904,776 | 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 | $499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,383,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,739 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,026 | 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 | $33,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,355 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$155,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,869 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,830,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,725,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,853,907 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,932,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,775,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,904,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,932,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,775,969 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,932,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,775,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,932,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,775,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,932,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$155,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,776,500 | SubtotalAmt |
| Other Decreases | $531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,775,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PITCAIRN TRUST CO A/C 3007 | P | 2015-01-01 | 2015-12-31 | $634,538 | $655,860 | -$21,322 | -$21,322 |
| WASH SALE LOSS DISALLOWED | P | 2015-01-01 | 2015-12-31 | $1,427 | $1,427 | $1,427 | |
| PITCAIRN TRUST CO A/C 3007 | P | 2014-01-01 | 2015-12-31 | $716,132 | $715,449 | $683 | $683 |
| Capital Gains Dividends | P | $30,951 | $30,951 | $30,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,355,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048484 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,199,996 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,366,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.409976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $218,498 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,717,031 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046321 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,049,049 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $302,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,900,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061830 | DistributionYr5Rt |
| Total Distribution | 0.627003 | TotalDistributionRt |
| Average Distribution | 0.125401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,199,677 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $526,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $527,319 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $203,370 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,580 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,580 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,230 | OverpaymentAmt |
| Applied To ES Tax | $10,230 | 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 | MARLOWE D HOLSTRUM TRUSTEE | IndividualWithBooksNm |
| 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 | 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 (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 |
| DIANE P ATWOOD | ||||||||
| PO BOX 7327 | ROCKFORD | IL | 61126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SETH L 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $4,172,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,263,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,263,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,199,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,350 | TotalTaxAmt |
| Distributable Before Adj | $208,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,370 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,370 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,640 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,944,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,069,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,264 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,063,774 | 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 | $55,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,008,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,640 | ExcessFromYear4Amt |
| Excess From Year2 | $1,944,056 | ExcessFromYear2Amt |
| Excess From Year1 | $8,822 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARBARA OLSEN CENTER OF HOPE | |||||||
| ATTN CARM HERMAN 3206 N CENTRAL | AVENUE | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $15,000 |
| HABITAT FOR HUMANITY | |||||||
| 5183 HARLEM ROAD | ROCKFORD | IL | 61111 | PC | UNRESTRICTED | $10,000 | |
| JUNIOR LEAGUE OF ROCKFORD | |||||||
| 4118 PINECREST ROAD | ROCKFORD | IL | 61107 | PC | UNRESTRICTED | $10,000 | |
| KEITH SCHOOL | |||||||
| 1 JACOBY PLACE | ROCKFORD | IL | 61107 | PC | GRANT REQUEST | $15,000 | |
| NORTHWEST COMMUNITY CENTER | |||||||
| ATTN DAVE HICKS 1325 N JOHNSTON | AVENUE | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $10,000 |
| NORTHWEST FIRE PROTECTION DISTRICT | |||||||
| 3222 N CENTRAL AVENUE | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $10,000 | |
| ROCKFORD PARK DISTRICT FOUNDATION | |||||||
| 401 SOUTH MAIN STREET SUITE 112 | ROCKFORD | IL | 611011321 | PC | TRAIL DEVELOPMENT AT ATWOOD PARK | $10,000 | |
| ROCKFORD PARK DISTRICT FOUNDATION | |||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | PC | ATWOOD CENTER | $25,000 | |
| ROCKFORD PARK DISTRICT FOUNDATION | |||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $15,000 | |
| ROCKFORD RESCUE MISSION | |||||||
| 715 W STATE STREET | ROCKFORD | IL | 61101 | PC | UNRESTRICTED | $1,000 | |
| ROCKFORD ROTARY CHARITABLE ASSOCIATION | |||||||
| C/O THOMAS H SCOVILLE BMO PRIVATE | BANK 501 7TH STREET | ROCKFORD | IL | 61104 | PC | CENTENNIAL PROJECT | $10,000 |
| ROCKFORD UNIVERSITY | |||||||
| 5050 E STATE STREET | ROCKFORD | IL | 61108 | PC | SCHOLARSHIP FUND | $15,000 | |
| ROCKFORD YMCA | |||||||
| 200 Y BLVD | ROCKFORD | IL | 61107 | PC | UNRESTRICTED | $10,000 | |
| SALVATION ARMY | |||||||
| ROCKFORD ADMINISTRATION OFFICE 1706 | 18TH AVENUE | ROCKFORD | IL | 61104 | PC | ROCKFORD AREA | $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 COUNTY FARM BUREAU FOUNDATION | |||||||
| 1925 S MERIDIAN ROAD | ROCKFORD | IL | 61102 | PC | SCHOLARSHIPS | $10,000 | |
| CRUSADER COMMUNITY HEALTH FOUNDATION | |||||||
| 1200 W STATE ST | ROCKFORD | IL | 61102 | PC | UNRESTRICTED | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $499 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,670 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,725,100 | EOYBookValueAmt |
| EOYFMV | $3,853,907 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX & TIMING DIFFERENCES | Desc |
| Amt | $531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS CHARITY BUREAU | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PITCAIRN TRUST COMPANY | CategoryTxt |
| Amt | $33,551 | Amt |
| Net Investment Income | $30,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,355 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,350 | $2,350 | $0 |
| FEDERAL EXCISE TAX | $20,591 | $0 | $0 |