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WILLIAM HOWARD CHARITABLE TRUST: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM HOWARD CHARITABLE TRUST (EIN 36-3205707)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-28
IRS object ID
202441809349301019
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-28T11:47:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Line11252 BELL VALLEY ROAD SUITE 300AddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363205707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM HOWARD CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8156544711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 N SECOND STAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNATE HOWARDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8156544711PhoneNum
Signature2024-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNATEPersonFirstNm
Person LastHOWARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT CARLSONPreparerPersonNm
PTINP01420155PTIN
Phone8152317300PhoneNum
Preparation2024-06-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNATE HOWARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 N SECOND STAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$875,353GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1983FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$4,415CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$122,070PYInvestmentIncomeAmt
CY Investment Income$46,347CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$122,070PYTotalRevenueAmt
CY Total Revenue$50,762CYTotalRevenueAmt
PY Grants And Similar Paid$318,745PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$298,381CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$17,660PYOtherExpensesAmt
CY Other Expenses$15,169CYOtherExpensesAmt
PY Total Expenses$336,405PYTotalExpensesAmt
CY Total Expenses$313,550CYTotalExpensesAmt
PY Revenues Less Expenses-$214,335PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$262,788CYRevenuesLessExpensesAmt
Total Assets BOY$1,206,374TotalAssetsBOYAmt
Total Assets EOY$943,586TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,206,374NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$943,586NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$273,832ExpenseAmt
Grant$262,734GrantAmt
DescTHE 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,153ExpenseAmt
Grant$35,647GrantAmt
DescTHE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL AND ADAPTIVE EQUIPMENT FOR NAMED BENEFICIARY ORGANIZATIONS TO USE IN PROVIDING CARE FOR DISABLED CHILDREN.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$310,985TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFF POTTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8156544033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 N SECOND STREETAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP61107ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NATE HOWARD
TRUSTEE1.00Yes (X)$0$0$0
BEN HOLMSTROM
TRUSTEE1.00Yes (X)$0$0$0
DENVER BITNER
TRUSTEE1.00Yes (X)$0$0$0
GREG JURY
TRUSTEE1.00Yes (X)$0$0$0
JEFF POTTER
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,415AllOtherContributionsAmt
Total Contributions$4,415TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,890TotalRevenueColumnAmt
Exclusion$35,890ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$835,048SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$824,591SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,457SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,457TotalRevenueColumnAmt
Related Or Exempt Func Income$10,457RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,762TotalRevenueColumnAmt
Related Or Exempt Func Income$10,457RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$35,890ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$298,381TotalAmt
Program Services$298,381ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Management And General$2,550ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15TotalAmt
Management And General$15ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISOR FEESDesc
Total$12,604TotalAmt
Program Services$12,604ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$313,550TotalAmt
Program Services$310,985ProgramServicesAmt
Management And General$2,565ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$118,122BOYAmt
EOY$61,626EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,088,252BOYAmt
EOY$881,960EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,206,374BOYAmt
EOY$943,586EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,206,374BOYAmt
EOY$943,586EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,206,374BOYAmt
EOY$943,586EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,206,374BOYAmt
EOY$943,586EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$262,788ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
BOYS AND GIRLS ASSOCIATION OF ROCKFORD
3621678407Yes (1)$120,000$0
KEN-ROCK COMMUNITY CENTER
3622048417Yes (1)$13,500$0
WALTER LAWSON CHILDREN'S HOME
3112625727Yes (1)$26,647$0
BARBARA OLSON CENTER OF HOPE
3622124747Yes (1)$9,000$0
PATRIOTS GATEWAY COMMUNITY CENTER
3640484317Yes (1)$115,000$0
BOOKER WASHINGTON COMMUNITY CENTER
3622002407Yes (1)$14,234$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$298,381SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
KEN-ROCK COMMUNITY CENTER
3218 11TH STREETROCKFORDIL61109362204841$13,500$0TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL AND ATHLETIC PROGRAMS.
BOOKER WASHINGTON COMMUNITY CENTER
524 KENT STREETROCKFORDIL61102362200240$14,234$0TO CONTINUE TO SUPPORT THE BASKETBALL, FOOTBALL AND CHEERLEADING SPORTS PROGRAMS FOR YOUTH.
BOYS AND GIRLS ASSOCIATION OF ROCKFORD
4920 FOREST HILLS ROADLOVES PARKIL61111362167840$120,000$0TO CONTINUE FUNDING RECREATION PROGRAMS (TEAM SPORTS) AT BLACKHAWK AND NORTHWEST COMMUNITY CENTERS.
WALTER LAWSON CHILDREN'S HOME
1820 WALTER LAWSON DRIVELOVES PARKIL61111311262572$26,647$0TO IMPROVE REMOTE LEARNING CAPABILITIES.
BARBARA OLSON CENTER OF HOPE
3206 N CENTRAL AVENUEROCKFORDIL61101362212474$9,000$0TO CONTINUE FUNDING THE HELP PROGRAM FOR TEENAGERS.
PATRIOT'S GATEWAY COMMUNITY CENTER
615 S 5TH STROCKFORDIL61104364048431$115,000$0TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL, SOCIAL, AND LEARNING PROGRAMS.
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2IN THE SEPTEMBER 2023 MEETING OF THE TRUSTEES, THE TRUSTEES DETERMINED THAT CHARLES BOX WAS NO LONGER A DIRECTOR OR OFFICER OF ANY BENEFICIARY, BEN HOLMSTROM RESIGNED AS A FAMILY TRUSTEE AND WAS APPOINTED A BENEFICIARY TRUSTEE IN CHARLES BOX'S PLACE, AND JEFFRY POTTER WAS APPOINTED A FAMILY TRUSTEE. JEFFRY POTTER WAS ALSO EMPLOYED BY A COMPANY OWNED DIRECTLY OR INDIRECTLY BY NATE HOWARD.
FORM 990, PART VI, SECTION B, LINE 11BEACH 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 12CEACH 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 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GIL FILING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15.

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