THE TIM AND LILLIAN SOLDWEDEL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND LILLIAN SOLDWEDEL FOUNDATION (EIN 37-6296318)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-13
- IRS object ID
- 202500449349100035
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-13T14:01:13-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376296318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIM AND LILLIAN SOLDWEDEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMA | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2024-12-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $333,930 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,642 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,648 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,030 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,799 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,231 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,022 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $151,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,971 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $116,107 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $114,241 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $112,937 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $290,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $333,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $290,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $267,188 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $192 | OtherIncreasesAmt |
| Subtotal | $267,190 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15.511 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2023-10-03 | $577 | $837 | -$260 | -$260 | |
| 6.316 T ROWE PRICE GROWTH STOCK FUND-I | 2022-09-29 | 2023-10-03 | $501 | $418 | $83 | $83 | |
| 5. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2022-06-28 | 2023-10-03 | $457 | $457 | |||
| 15. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2023-04-04 | 2024-01-03 | $1,371 | $1,373 | -$2 | -$2 | |
| 145. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2022-08-10 | 2024-01-03 | $13,250 | $13,267 | -$17 | -$17 | |
| 372.72 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-04 | 2024-01-04 | $7,525 | $8,043 | -$518 | -$518 | |
| 65.878 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2024-01-04 | $2,638 | $3,556 | -$918 | -$918 | |
| 56.248 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2022-01-04 | 2024-01-04 | $2,382 | $2,530 | -$148 | -$148 | |
| 229.459 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-03-25 | 2024-01-04 | $4,344 | $4,763 | -$419 | -$419 | |
| 229.789 FIDELITY MID CAP VALUE INDEX FUND | 2022-09-29 | 2024-01-04 | $5,657 | $4,379 | $1,278 | $1,278 | |
| 215.587 COMMERCE BOND FUND FUND #333 | 2022-08-11 | 2024-04-03 | $3,784 | $3,930 | -$146 | -$146 | |
| 19.154 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2023-01-05 | 2024-04-03 | $899 | $620 | $279 | $279 | |
| 289.613 DODGE & COX INCOME FUND | 2021-03-26 | 2024-04-03 | $3,583 | $4,089 | -$506 | -$506 | |
| 23.639 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2024-04-03 | $634 | $445 | $189 | $189 | |
| 20.452 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2024-04-03 | $608 | $536 | $72 | $72 | |
| 15.968 T ROWE PRICE GROWTH STOCK FUND-I | 2022-09-29 | 2024-04-03 | $1,553 | $991 | $562 | $562 | |
| 34.539 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2024-07-02 | $1,495 | $1,864 | -$369 | -$369 | |
| 16.454 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2023-01-05 | 2024-07-02 | $849 | $532 | $317 | $317 | |
| 39.319 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2020-06-05 | 2024-07-02 | $1,780 | $1,738 | $42 | $42 | |
| 21.568 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2024-07-02 | $635 | $574 | $61 | $61 | |
| 106.049 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2024-07-02 | $2,769 | $1,996 | $773 | $773 | |
| 28.329 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2024-07-02 | $659 | $622 | $37 | $37 | |
| 7.418 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2024-07-02 | $789 | $452 | $337 | $337 | |
| 15.882 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2023-01-05 | 2024-07-02 | $1,011 | $577 | $434 | $434 | |
| 140.194 COMMERCE BOND FUND FUND #333 | 2022-08-11 | 2024-07-29 | $2,494 | $2,553 | -$59 | -$59 | |
| 23.329 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2023-01-05 | 2024-07-29 | $1,166 | $755 | $411 | $411 | |
| 37.156 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2023-04-05 | 2024-07-29 | $1,247 | $1,143 | $104 | $104 | |
| 18.898 DFA US LARGE CAP VALUE PORTFOLIO | 2015-06-24 | 2024-07-29 | $936 | $658 | $278 | $278 | |
| 198.884 DODGE & COX INCOME FUND | 2021-03-26 | 2024-07-29 | $2,506 | $2,808 | -$302 | -$302 | |
| 11.339 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2024-07-29 | $1,146 | $691 | $455 | $455 | |
| 36.649 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2020-06-05 | 2024-07-29 | $938 | $675 | $263 | $263 | |
| 9.344 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2023-01-05 | 2024-07-29 | $567 | $339 | $228 | $228 | |
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,103 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $359 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $359 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $237 | OverpaymentAmt |
| Applied To ES Tax | $237 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3096761311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MAIN ST STE 100 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COMMERCE TRUST | ||||||
| 401 MAIN ST STE 100 | PEORIA | IL | 61602 | TRUSTEE | 1 | $4,280 |
| COMMERCE TRUST | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,750 |
| DR DANIELLE OWENS SUPERINTENDENT | ||||||
| 320 STADIUM DR | PEKIN | IL | 61554 | SCHOLARSHIP COMMITTEE | 1 | $0 |
| PERRY SOLDWEDEL | ||||||
| C/O COMMERCE TRUST COMPANY PO BO | CLAYTON | MO | 63105 | SCHOLARSHIP COMMITTEE | 1 | $0 |
| JOHN S SOLDWEDEL | ||||||
| C/O COMMERCE TRUST COMPANY PO BO | CLAYTON | MO | 63105 | SCHOLARSHIP COMMITTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $313,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $323,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $323,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $318,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122 | TotalTaxAmt |
| Distributable Before Adj | $15,825 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,825 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $31,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,825 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,026 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $11,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR DANIELLE OWENS PEKIN HIGH SUPE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 STADIUM DR | AddressLine1Txt |
| City | PEKIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3094774222 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | A WRITTEN REQUEST SHOULD BE SUBMITTED TO THE PERSON LISTED ABOVE AND INCLUDE GPA, PROOF OF GRADUATION, PROOF OF ATTENDANCE OF A SPECIFIC SCHOOL, AND PROOF OF DEGREE CHOICE IN COMPLIANCE WITH THE SCHOLARSHIP. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATES OF PEKIN HIGH SCHOOL; ATTENDANCE AT A FOUR YEAR UNIVERSITY PURSUING A DEGREE IN PARKS AND RECREATION MANAGEMENT OR FINE ARTS AND THEATRE, OR ATTENDANCE AT BRADLEY UNIVERSITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY UNIVERSITY | ||||||||
| FBO JOSH KIZER | 1501 W BRADLEY AVE | PEORIA | IL | 61625 | NONE | PC | SCHOLARSHIP | $17,755 |
| ILLINOIS STATE UNIVERSITY | ||||||||
| FBO EMMA GRASSHOFF | 100 N UNIVERSITY ST | NORMAL | IL | 61761 | NONE | PC | SCHOLARSHIP | $2,000 |
| ROCKFORD COLLEGE | ||||||||
| FBO AIDEN FOREMAN | 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | SCHOLARSHIP | $2,000 |
| AMDA College of the Performing Arts | ||||||||
| 6305 YUCCA STREET | Los Angeles | CA | 90028 | NONE | PC | SCHOLARSHIP | $7,810 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,565 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,648 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $192 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $15 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $41 | $41 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |
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