2024-06-28T11:47:34-05:00 2023-12-31 420714325 RSM US LLP 1252 BELL VALLEY ROAD SUITE 300 ROCKFORD IL 61108 990 2023-01-01 363205707 WILLIAM HOWARD CHARITABLE TRUST WILL 8156544711 1401 N SECOND ST ROCKFORD IL 61107 NATE HOWARD TRUSTEE 8156544711 2024-06-25 1 NATE HOWARD 999009999 0 MATT CARLSON P01420155 8152317300 2024-06-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z NATE HOWARD 1401 N SECOND ST ROCKFORD IL 61107 875353 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. 5 5 0 0 0 0 0 4415 0 0 122070 46347 0 0 122070 50762 318745 298381 0 0 0 0 0 0 0 17660 15169 336405 313550 -214335 -262788 1206374 943586 0 0 1206374 943586 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. 273832 262734 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. 37153 35647 THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL AND ADAPTIVE EQUIPMENT FOR NAMED BENEFICIARY ORGANIZATIONS TO USE IN PROVIDING CARE FOR DISABLED CHILDREN. 310985 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 0 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 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 0 0 0 0 0 0 0 0 4415 4415 35890 35890 835048 824591 10457 10457 10457 50762 10457 0 35890 X 298381 298381 2550 2550 15 15 INVESTMENT ADVISOR FEES 12604 12604 313550 310985 2565 0 118122 61626 1088252 881960 1206374 943586 0 0 X 0 0 0 0 1206374 943586 1206374 943586 1206374 943586 -262788 0 X 0 0 0 X X 6 BOYS AND GIRLS ASSOCIATION OF ROCKFORD 362167840 7 1 120000 0 KEN-ROCK COMMUNITY CENTER 362204841 7 1 13500 0 WALTER LAWSON CHILDREN'S HOME 311262572 7 1 26647 0 BARBARA OLSON CENTER OF HOPE 362212474 7 1 9000 0 PATRIOTS GATEWAY COMMUNITY CENTER 364048431 7 1 115000 0 BOOKER WASHINGTON COMMUNITY CENTER 362200240 7 1 14234 0 6 298381 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 13500 0 TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL AND ATHLETIC PROGRAMS. BOOKER WASHINGTON COMMUNITY CENTER 524 KENT STREET ROCKFORD IL 61102 362200240 14234 0 TO CONTINUE TO SUPPORT THE BASKETBALL, FOOTBALL AND CHEERLEADING SPORTS PROGRAMS FOR YOUTH. BOYS AND GIRLS ASSOCIATION OF ROCKFORD 4920 FOREST HILLS ROAD LOVES PARK IL 61111 362167840 120000 0 TO CONTINUE FUNDING RECREATION PROGRAMS (TEAM SPORTS) AT BLACKHAWK AND NORTHWEST COMMUNITY CENTERS. WALTER LAWSON CHILDREN'S HOME 1820 WALTER LAWSON DRIVE LOVES PARK IL 61111 311262572 26647 0 TO IMPROVE REMOTE LEARNING CAPABILITIES. BARBARA OLSON CENTER OF HOPE 3206 N CENTRAL AVENUE ROCKFORD IL 61101 362212474 9000 0 TO CONTINUE FUNDING THE HELP PROGRAM FOR TEENAGERS. PATRIOT'S GATEWAY COMMUNITY CENTER 615 S 5TH ST ROCKFORD IL 61104 364048431 115000 0 TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL, SOCIAL, AND LEARNING PROGRAMS. 6 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. FORM 990, PART VI, SECTION A, LINE 2 IN 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 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. FORM 990, PART IX, LINE 11G IL FILING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15.