2026-05-15T12:41:24-05:00 2025-12-31 420714325 RSM US LLP 1252 BELL VALLEY ROAD SUITE 300 ROCKFORD IL 61108 990 2025-01-01 363205707 WILLIAM HOWARD CHARITABLE TRUST WILL 8159637400 1401 N SECOND ST ROCKFORD IL 61107 JOHN HOLMSTROM TRUSTEE 8159637400 2026-05-14 1 MATT CARLSON P01420155 8152317400 2026-05-14 2025 2025-03-06 01:10:19Z X JOHN HOLMSTROM 1401 N SECOND ST ROCKFORD IL 61107 1178379 0 X N/A X 1983 IL TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS, WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. X 5 5 0 0 0 0 0 0 0 0 232739 233346 0 2243 232739 235589 401235 982544 0 0 0 0 0 0 0 13980 14155 415215 996699 -182476 -761110 761110 0 0 0 761110 0 TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. 0 0 TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN IN WINNEBAGO COUNTY, ILLINOIS. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDERPRIVILEGED CHILDREN IN WINNEBAGO COUNTY, ILLINOIS. 931890 924621 THE TRUST PROVIDES A SAFE LOCATION FOR RECREATION AND ATHLETIC ACTIVITIES FOR UNDERPRIVILEGED CHILDREN TO PLAY BY SUPPORTING NAMED BENEFICIARY ORGANIZATIONS THAT OPERATE NEIGHBORHOOD BOYS AND GIRLS CLUBS AND COMMUNITY CENTERS. 58378 57923 THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL AND ADAPTIVE EQUIPMENT FOR NAMED BENEFICIARY ORGANIZATIONS TO USE IN PROVIDING CARE FOR DISABLED CHILDREN. 990268 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X JEFF POTTER 8156544033 1401 N SECOND STREET ROCKFORD IL 61107 X X NATE HOWARD TRUSTEE 1.00 X 0 0 0 BEN HOLMSTROM TRUSTEE 1.00 X 0 0 0 DENVER BITNER TRUSTEE 1.00 X 0 0 0 GREG JURY TRUSTEE 1.00 X 0 0 0 JEFF POTTER TRUSTEE 1.00 X 0 0 0 JOHN HOLMSTROM TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 22159 22159 1153977 942790 211187 211187 211187 UNREALIZED GAINS 900099 2243 2243 2243 235589 211187 0 24402 982544 982544 6416 6416 15 15 INVESTMENT ADVISOR FEES 7724 7724 996699 990268 6431 0 0 32451 0 0 0 0 0 0 0 0 0 728659 0 0 0 0 0 761110 0 0 0 X 0 0 0 0 761110 0 761110 0 761110 0 -761110 0 X 0 0 0 X X 9 BOYS AND GIRLS ASSOCIATION OF ROCKFORD 362167840 7 1 112652 0 KEN-ROCK COMMUNITY CENTER 362204841 7 1 18780 0 WALTER LAWSON CHILDREN'S HOME 311262572 7 1 35093 0 BARBARA OLSON CENTER OF HOPE 362212474 7 1 14330 0 PATRIOTS GATEWAY COMMUNITY CENTER 364048431 7 1 241077 0 BOOKER WASHINGTON COMMUNITY CENTER 362200240 7 1 11276 0 GOLDIE B FLOBERG CENTER 362167018 7 1 509169 0 YMCA 362174838 7 1 31667 0 ARC OF WINNEBAGO BOONE AND OGLE COUNTIES 362804806 7 1 8500 0 9 982544 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 KEN-ROCK COMMUNITY CENTER 3218 11TH STREET ROCKFORD IL 61109 362204841 18780 0 TO CONTINUE SUPPORTING SPORTS PROGRAMS FOR ECONOMICALLY DISADVANTAGED YOUTH IN WINNEBAGO COUNTY. BOOKER WASHINGTON COMMUNITY CENTER 524 KENT STREET ROCKFORD IL 61102 362200240 11276 0 TO CONTINUE SUPPORTING SPORTS PROGRAMS FOR ECONOMICALLY DISADVANTAGED YOUTH IN WINNEBAGO COUNTY. BOYS AND GIRLS ASSOCIATION OF ROCKFORD 4920 FOREST HILLS ROAD LOVES PARK IL 61111 362167840 112652 0 TO CONTINUE SUPPORTING SPORTS PROGRAMS AND FACILITIES FOR ECONOMICALLY DISADVANTAGED YOUTH IN WINNEBAGO COUNTY. WALTER LAWSON CHILDREN'S HOME 1820 WALTER LAWSON DRIVE LOVES PARK IL 61111 311262572 35093 0 TO IMPROVE LEARNING RESOURCES AND PLAYGROUND EQUIPMENT FOR MENTALLY AND PHYSICALLY HANDICAPPED CHILDREN IN WINNEBAGO COUNTY. BARBARA OLSON CENTER OF HOPE 3206 N CENTRAL AVENUE ROCKFORD IL 61101 362212474 14330 0 TO CONTINUE FUNDING THE HELP PROGRAM FOR TEENAGERS WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES IN WINNEBAGO COUNTY. PATRIOT'S GATEWAY COMMUNITY CENTER 615 S 5TH ST ROCKFORD IL 61104 364048431 241077 0 TO CONTINUE SUPPORTING SPORTS AND RECREATIONAL PROGRAMS FOR ECONOMICALLY DISADVANTAGED YOUTH IN WINNEBAGO COUNTY. GOLDIE B FLOBERG CENTER 58 W ROCKTON RD ROCKTON IL 61072 362167018 509169 0 TO SUPPORT DEVELOPMENT AND MAINTENANCE OF A HIGH INTENSITY BEHAVIORAL SUPPORT RESIDENTIAL CAMPUS FOR INDIVIDUALS WITH INTELLECTUAL DEVELOPMENTAL DISABILITIES IN WINNEBAGO COUNTY. YMCA 200 Y BLVD ROCKFORD IL 61101 362174838 31667 0 TO CONTINUE SUPPORTING PROGRAMS FOR ECONOMICALLY DISADVANTAGED YOUTH IN WINNEBAGO COUNTY. ARC OF WINNEBAGO BOONE AND OGLE COUNTIES 1222 EAST STATE ST ROCKFORD IL 61104 362804806 8500 0 TO SUPPORT PROGRAMS THAT PROVIDE OPTIONS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. PART I, LINE 2: THE TRUST FOLLOWS THE PROCEDURES BELOW FOR MONITORING ALL GRANTS AWARDED BY THE TRUST. EACH RECIPIENT AGENCY MUST SIGN A FORM INDICATING THAT THEY WILL USE THE GRANT MONEY SOLELY FOR THE PURPOSE INTENDED IN THE GRANT APPLICATION. ONLY WHEN THAT FORM IS RETURNED WILL THE CHECK BE ISSUED. AT THE END OF EACH CALENDAR YEAR, EACH RECIPIENT AGENCY MUST SUPPLY THE HOWARD TRUST WITH A WRITTEN REPORT AND SUPPORTING DOCUMENTATION SUCH AS PRESS CLIPPINGS, PHOTOS OR NEWS ARTICLES. THESE FOLLOW-UP DOCUMENTS DESCRIBE THE TIMETABLE AND SUMMARY OF THE PROJECT, EQUIPMENT, ACTIVITY OR PROGRAM THAT THE GRANT MONEY SUPPORTED. DURING THE YEAR, THE ADMINISTRATOR AND/OR THE TRUSTEES WILL TOUR THE FACILITIES AND SEE FIRST-HAND THE USE OF THE HOWARD TRUST GRANTS. SOMETIMES THESE VISITS ARE BY INVITATION OF THE AGENCY AND SOMETIMES, THEY ARE UNANNOUNCED CHECKS. IN FEBRUARY FOLLOWING THE COMPLETION OF THE CALENDAR YEAR, A SUMMARY REPORT IS GIVEN TO EACH TRUSTEE. THIS REPORT INCLUDES INFORMATION ON EACH GRANT THAT WAS GIVEN OUT THE PREVIOUS YEAR. THIS PROCEDURE HAS BEEN IN PLACE SINCE 1982. TRUSTEES REVIEW THIS PROCESS ON A REGULAR BASIS. CASH 2025-12-09 9169 CASH 362167018 GOLDIE B FLOBERG CENTER 58 W ROCKTON RD ROCKTON IL 61072 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 2 JEFFRY POTTER AND JOHN HOLMSTROM WERE ALSO EMPLOYED BY A COMPANY OWNED DIRECTLY OR INDIRECTLY BY NATE HOWARD. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BODY IS PROVIDED A COPY OF THE 990 VIA EMAIL. THE 990 IS REVIEWED AND COMMENTS ARE SUBMITTED BY EACH MEMBER. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST DISCLOSE TO THE OTHER TRUSTEES ANY CONFLICT OF INTEREST SUCH TRUSTEE OR A RELATED PARTY HAS REGARDING ANY TRANSACTION TO BE CONSIDERED BY THE TRUST. ON AN ANNUAL BASIS, EACH TRUSTEE SHALL SUBMIT A DISCLOSURE LIST ON WHICH THE TRUSTEE IDENTIFIES ALL ENTITIES IN WHICH SUCH TRUSTEE OR A RELATED PARTY IS AN EMPLOYEE, OFFICER, DIRECTOR, OR CONSULTANT TO OR IN WHICH THE TRUSTEE OR A RELATED PARTY HAS A MATERIAL FINANCIAL INTEREST. WITH RESPECT TO MEMBERS OF A TRUSTEE'S FAMILY LIVING OUTSIDE THE HOUSEHOLD, THE TRUSTEE SHALL DISCLOSE SUCH CONFLICTS OF WHICH SHE/HE HAS ACTUAL KNOWLEDGE. IN ADDITION, THE TRUSTEE SHALL ANNUALLY SIGN A STATEMENT AFFIRMING THAT HE/SHE HAS READ THE POLICY, AGREES TO COMPLY WITH THE POLICY AND ACKNOWLEDGES HE/SHE IS NOT AWARE OF ANY VIOLATIONS OR DISCLOSES ANY KNOWN VIOLATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII SECTION A NATE HOWARD RESIGNED AS A TRUSTEE DURING 2025.