SODERSTROM FAMILY CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SODERSTROM FAMILY CHARITABLE TR (EIN 36-7187407)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-22
- IRS object ID
- 201332349349100208
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-22T16:48:47-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SW ADAMS STE 900 BOX 1835 | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 616561835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367187407 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODERSTROM FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SODE | NameControl |
| Phone | 3096747546 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL W SODERSTROM JR | Name |
| Title | TRUSTEE | Title |
| Phone | 3096747546 | Phone |
| Date Signed | 2013-08-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL A CIGELNIK | Name |
| PTIN | P00324762 | PTIN |
| Phone | 3096714500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1268382 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 175800 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 23193 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23193 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 81207 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 426371 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 81207 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 280200 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104400 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5164 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5164 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 103 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 103 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8269 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8269 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13536 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8372 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5164 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 619085 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 619085 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 632621 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8372 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 624249 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -352421 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96028 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 300601 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 193820 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 193820 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 698355 | InvestmentsOtherBOY |
| Investments Other EOY | 641475 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1074562 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 998956 | TotalAssetsBOY |
| Total Assets EOY | 835295 | TotalAssetsEOY |
| Total Assets EOYFMV | 1268382 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 464988 | CapitalStockBOY |
| Capital Stock EOY | 464988 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 533968 | RetainedEarningsBOY |
| Retained Earnings EOY | 370307 | RetainedEarningsEOY |
| Total Net Assets BOY | 998956 | TotalNetAssetsBOY |
| Total Net Assets EOY | 835295 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 998956 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 835295 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 998956 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -352421 | ExcessOfRevenueOverExpenses |
| Other Increases | 188760 | OtherIncreases |
| Subtotal | 835295 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 835295 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 27555 | 28049 | -494 | -494 |
| PUBLICLY TRADED SECURITIES | 398816 | 317115 | 81701 | 81701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 81207 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 218500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1076907 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.202896 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 129089 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 461993 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.279418 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25377 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 314835 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080604 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 327487 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063819 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 311239 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.082894 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.709631 | TotalDistributionRatio |
| Average Distribution Ratio | 0.141926 | AverageDistributionRatio |
| Net Noncharitable Assets | 1146503 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 162719 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 960 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 163679 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 624249 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 960 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 960 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 960 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3839 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3839 | TotalCreditsAndPayments |
| Overpayment | 2879 | Overpayment |
| Amount Credited To Next Year | 2879 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CARL W SODERSTROM MD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3096747546 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CARL W SODERSTROM JR | ||||||||
| 1 SOUTH STREAM | MORTON | IL | 61550 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| CARL D SODERSTROM | ||||||||
| 9229 LBJ FREEWAY STE 250 | DALLAS | TX | 75243 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1019690 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 144272 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1163962 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1163962 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17459 | CashDeemedCharitable |
| Net Noncharitable Assets | 1146503 | NetNoncharitableAssets |
| Minimum Investment Return | 57325 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 57325 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 960 | TaxBasedOnInvestmentIncome |
| Total Tax | 960 | TotalTax |
| Distributable Amount Before Adj | 56365 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 56365 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 56365 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 624249 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 624249 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 960 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 623289 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 56365 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 10530 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4612 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9925 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 106161 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 132605 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 263833 | TotalExcessDistriCarryover |
| Qualifying Distributions | 624249 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 56365 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 567884 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 831717 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 10530 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 821187 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4612 | ExcessFromYear4 |
| Excess From Year3 | 9925 | ExcessFromYear3 |
| Excess From Year2 | 106161 | ExcessFromYear2 |
| Excess From Year1 | 132605 | ExcessFromYear1 |
| Excess From Current Year | 567884 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CARL W SODERSTROM MD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 N GLEN PARK PLACE | AddressLine1 |
| City | PEORIA | City |
| State | IL | State |
| ZIP Code | 61614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3096747546 | RecipientPhoneNumber |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | THE TRUST WILL MAKE DISTRIBUTIONS TO ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL SAINTS GREEK ORTHODOX CHURCH | |||||||||||
| 1812 N PROSPECT RD | PEORIA | IL | 61603 | NONE | EXEMPT | CHARITABLE | $1,000 | ||||
| HEART OF ILLINOIS UNITED WAY PILLARS SOCIETY | |||||||||||
| 509 W HIGH STREET | PEORIA | IL | 61606 | NONE | EXEMPT | CHARITABLE | $1,000 | ||||
| JACKSON HOLE LAND TRUST | |||||||||||
| 555 E BROADWAY PO BOX 2897 | JACKSON | WY | 83001 | NONE | EXEMPT | CHARITABLE | $500 | ||||
| PEORIA SYMPHONY ORCHESTRA FOUNDATION | |||||||||||
| 203 HARRISON ST | PEORIA | IL | 61602 | NONE | EXEMPT | CHARITABLE | $500 | ||||
| REUBEN G SODERSTROM FOUNDATION | |||||||||||
| 4920 NORTH GLEN PARK PLACE | PEORIA | IL | 61614 | NONE | EXEMPT | CHARITABLE | $600,000 | ||||
| RIVERVIEW CEMETERY | |||||||||||
| 1102 WEST MAIN STREET | STREATOR | IL | 61364 | NONE | EXEMPT | CHARITABLE | $500 | ||||
| SODERSTROM ENDOWMENT FUND | |||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | EXEMPT | CHARITABLE | $10,000 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE | $3,585 | ||||
| THE LUTHERAN WORLD FEDERATION | |||||||||||
| NONE | EXEMPT | CHARITABLE | $1,000 | PO BOX 19178 | JERUSALEM | IS | 91191 | ||||
| UNIVERSITY OF ILLINOIS I FUND | |||||||||||
| 1700 SOUTH FOURTH STREET | CHAMPAIGN | IL | 61820 | NONE | EXEMPT | CHARITABLE | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 619085 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,193 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $81,207 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,400 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104400 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CARL W SODERSTROM | 4909 N GLEN PARK PLACE | PEORIA | IL | 61614 | 170000 | X |
| 2 | CARL D SODERSTROM | 6 GREEN PARK DRIVE | DALLAS | TX | 75248 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,164 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5164 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS & STOCK | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 641475 | BookValue |
| EOYFMV | 1074562 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WILLIAM BLAIR ADVISORY FEE | 8102 | 8102 | 0 |
| MISCELLANEOUS EXPENSE | 167 | 167 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK BASIS ADJUSTMENT ON INVESTMENTS | Description |
| Amount | $188,760 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $103 | Amount |
| Net Investment Income | 103 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |