WILLIAM BUTTERWORTH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM BUTTERWORTH FOUNDATION (EIN 46-4274627)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202102389349100520
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T15:20:42-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 E 53RD ST | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 528073479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464274627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BUTTERWORTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3097432700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 8TH STREET | AddressLine1Txt |
| City | MOLINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 612652947 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERI L VANDERVINNE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3097432700 | PhoneNum |
| Signature | 2021-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERI | PersonFirstNm |
| Person Last | VANDERVINNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| Preparation | 2021-08-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,666,976 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,154 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $576,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $576,540 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $576,540 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $804,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,362,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $804,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $48,238 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,130 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,130 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,422,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,380,796 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $625,943 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $610,637 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $637,517 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $128,439 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $127,859 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,504 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,790 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,034 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,763 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $103,763 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,430 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,430 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $58,320 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $286,174 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $371,426 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $371,976 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $276 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $276 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,982 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,749 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,879 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,786,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $125,862 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,349,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,805,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $125,862 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,368,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$383,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,256,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500,081 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300 | CashBOYAmt |
| Cash EOY | $300 | CashEOYAmt |
| Cash EOYFMV | $300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $713,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,594 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $12,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $12,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $12,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,505 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,086 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,086 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,399,741 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,252,023 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,252,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,455,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,430,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,430,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,281,032 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,924,568 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,924,568 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,702,753 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,070,972 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,070,972 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $12,695,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,203,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,203,459 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,055,415 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,974,891 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,323,899 | LandBOYAmt |
| Land EOY | $11,080,524 | LandEOYAmt |
| Land EOYFMV | $11,080,524 | LandEOYFMVAmt |
| Other Assets BOY | $38,160 | OtherAssetsBOYAmt |
| Other Assets EOY | $32,477 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,477 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,615,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,666,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,666,976 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $78,538 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,323 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $116,103 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $309,759 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $194,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $414,082 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,420,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,252,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,420,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,252,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,615,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,666,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,420,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$383,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,215,232 | OtherIncreasesAmt |
| Subtotal | $45,252,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,252,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $938,276 | $890,038 | $48,238 | $48,238 | |
| PUBLICLY TRADED SECURITIES | $4,393,189 | $3,668,278 | $724,911 | $724,911 | |
| SECURITIES LITIGATION - MERCK & CO | $91 | $91 | $91 | ||
| SECURITIES LITIGATION - JPMORGAN CHASE & CO | $39 | $39 | $39 | ||
| CAPITAL GAINS DIVIDENDS | $30,942 | $30,942 | $30,942 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $804,221 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,238 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,666 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,666 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,207 | OverpaymentAmt |
| Applied To ES Tax | $3,207 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BUTTERWORTHCENTER.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY KLINGLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3097432700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 8TH STREET | AddressLine1Txt |
| City | MOLINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE DOEHLER-MORRISON | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CRAIG MACK | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGAL NELSON | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HEATHER CALVERT | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JERI L VANDERVINNE | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| KYLE W GOTT | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LISA A HOLST | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | PAST BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| MARGARITA MOJICA | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARK D CHURCHILL | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | FINANCE COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| MARY E GUY | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MAUREEN DICKENSON | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM E BREWER | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| P J FOLEY | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUIS MORENO | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STACY L KLINGLER | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | EXECUTIVE DIRECTOR | 40.00 | $97,066 | $18,014 | $0 |
| GRETCHEN SMALL | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | PROGRAM DIRECTOR | 40.00 | $82,995 | $18,462 | $0 |
| JANET STOFFER | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | DIR OF OPS & ADMIN | 40.00 | $72,538 | $12,399 | $0 |
| WADE SCHOTT | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BUILDING SUPERVISOR | 40.00 | $64,914 | $5,954 | $0 |
| SUSAN ANDERSON | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | COMMUNITY RELATIONS | 40.00 | $53,257 | $17,600 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95021 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890095021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $103,763 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVES AND PROVIDES HISTORICAL HOMES TO NOT-FOR-PROFIT AND COMMUNITY ORGANIZATIONS AT NO COST. SEE ATTACHED GENERAL EXPLANATION. | Description1Txt |
| Expenses1 | $1,143,328 | Expenses1Amt |
| Description2 | SPONSOR A WIDE VARIETY OF EVENTS, CONCERTS, TOURS, SCHOOL PROGRAMS, WORKSHOPS, AND OTHER EDUCATIONAL PROGRAMS. SEE ATTACHED GENERAL EXPLANATION. | Description2Txt |
| Expenses2 | $205,759 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,355,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $571,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,927,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,927,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $463,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,463,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,523,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,368,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $48,679 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,416,766 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,416,766 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-08-04 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $500,081 | CurrentYearAmt |
| Year1 | $582,516 | Year1Amt |
| Year2 | $560,458 | Year2Amt |
| Year3 | $578,666 | Year3Amt |
| Total | $2,221,721 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $425,069 | CurrentYearAmt |
| Year1 | $495,139 | Year1Amt |
| Year2 | $476,389 | Year2Amt |
| Year3 | $491,866 | Year3Amt |
| Total | $1,888,463 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,416,766 | CurrentYearAmt |
| Year1 | $1,623,495 | Year1Amt |
| Year2 | $1,627,010 | Year2Amt |
| Year3 | $1,556,630 | Year3Amt |
| Total | $6,223,901 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,000 | CurrentYearAmt |
| Year1 | $29,000 | Year1Amt |
| Year2 | $36,500 | Year2Amt |
| Year3 | $28,000 | Year3Amt |
| Total | $112,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,397,766 | CurrentYearAmt |
| Year1 | $1,594,495 | Year1Amt |
| Year2 | $1,590,510 | Year2Amt |
| Year3 | $1,528,630 | Year3Amt |
| Total | $6,111,401 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,015,441 | CurrentYearAmt |
| Year1 | $969,412 | Year1Amt |
| Year2 | $962,195 | Year2Amt |
| Year3 | $944,379 | Year3Amt |
| Total | $3,891,427 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG MACK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CLEMENT T HANSON FOUNDATION-CO MOLI | |||||||||
| 1601 RIVER DRIVE SUITE 210 | MOLINE | IL | 61265 | 3097363800 | INFO@MOLINEFOUNDATION.ORG | HIGH SCHOOL SENIORS WHO INQUIRE ABOUT THE BUTTERWORTH/DEERE-WIMAN SCHOLARSHIP TO THEIR GUIDANCE COUNSELOR ARE INSTRUCTED TO COMPLETE AN APPLICATION FOR THE LOCAL CLEM HANSON FOUNDATION SCHOLARSHIP-SINCE MEMBERS OF THAT FOUNDATION SELECT RECIPIENTS FOR BOTH FOUNDATIONS EACH YEAR DURING THEIR OWN INTERVIEW AND SELECTION PROCESS. WHEN A STUDENT APPLIES FOR A CLEM HANSON SCHOLARSHIP, HE/SHE IS SIMULTANEOUSLY APPLYING FOR A BUTTERWORTH/DEERE-WIMAN SCHOLARSHIP. A SCHOLARSHIP COMMITTEE CONSISTING OF WILLIAM BUTTERWORTH FOUNDATION ADVISORY BOARD MEMBERS FORM POLICIES AND PROGRAMS FOR ALL TRUST SCHOLARSHIPS AND MAKE RECOMMENDATIONS TO THE ADVISORY BOARD REGARDING THEIR IMPLEMENTATION. THE ENTIRE ADVISORY BOARD MUST APPROVE THE COMMITTEE'S SUGGESTIONS BY VOTE. THE BUSINESS MANAGER ADMINISTERS THE DETAILS OF SCHOLARSHIP PROGRAM THROUGH COMMUNICATION WITH RECIPIENTS, SCHOOL ADMINISTRATORS, AND UNIV FINANCIAL AID DEPTS. | WILLIAM BUTTERWORTH FOUNDATION IS NO LONGER ACCEPTING APPLICATIONS UNDER THIS PROGRAM AS OF 2018. | THE FOLLOWING CRITERIA ARE USED TO SELECT RECIPIENTS FOR INDIVIDUAL, HIGH SCHOOL SENIOR SCHOLARSHIPS AWARDED AT $2,000 ANNUALLY: 1. RESIDENT OF MOLINE DISTRICT 40. 2. ACADEMIC ACHIEVEMENT (AWARDS ARE NOT AUTOMATICALLY GRANTED TO STUDENTS WITH THE HIGHEST GRADE POINT AVERAGE, BUT EVIDENCE OF CONSCIENTIOUS ATTENTION TO ACADEMICS IS REQUIRED.) 3. FINANICAL NEED. 4. PARTICIPATION IN COMMUNITY SERVICE ACTIVITIES. 5. PARTICIPATION IN EXTRACURRICULAR SCHOOL ACTIVITIES. 6. PROOF OF ENROLLMENT IN AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY. | |
| ST AMBROSE UNIVERSITY - ATTN JIM ST | |||||||||
| 518 WEST LOCUST STREET | DAVENPORT | IA | 52803 | 5633336060 | STANGLEJAMESR@SAU.EDU | APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS NONPROFIT LEADERSHIP. | DEADLINES ARE DETERMINED BY THE COLLEGE. | 1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL). | |
| SCOTT COMMUNITY COLLEGE - ATTN LYSA | |||||||||
| 500 BELMONT ROAD | BETTENDORF | IA | 52722 | 5634414063 | LHEGLAND@EICC.EDU | APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS FINE ARTS OR EDUCATION. | DEADLINES ARE DETERMINED BY THE COLLEGE. | 1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL). | |
| AUGUSTANA COLLEGE - ATTN JUDY SCARP | |||||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | 3097947228 | JUDYSCARPINATO@AUGUSTANA.EDU | APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS MUSIC, PERFORMING ARTS, OR FINE ARTS. | DEADLINES ARE DETERMINED BY THE COLLEGE. | 1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL). | |
| BLACK HAWK COLLEGE - ATTN ZENAIDA L | |||||||||
| 6600 34TH AVENUE | MOLINE | IL | 61265 | 3097965052 | LANDEROSZ@BHC.EDU | APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS COMMUNICATION AND FINE ARTS. | DEADLINES ARE DETERMINED BY THE COLLEGE. | 1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL). | |
| WESTERN ILLINOIS UNIVERSITY - ATTN | |||||||||
| 1 UNIVERSITY CIRCLE SHERMAN HALL | MACOMB | IL | 614551390 | 3092981808 | BL-BAINTER@WIU.EDU | APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS EARLY CHILDHOOD OR ELEMENTARY EDUCATION. | DEADLINES ARE DETERMINED BY THE COLLEGE. | 1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL). | 303 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTANA COLLEGE | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PC | SCHOLARSHIPS & CLOSE THE GAP AWARD | $3,500 |
| CLARKE UNIVERSITY | |||||||
| 1550 CLARKE DRIVE | DUBUQUE | IA | 52001 | NONE | PC | SCHOLARSHIPS | $1,000 |
| ILLINOIS STATE UNIVERSITY | |||||||
| 100 N UNIVERSITY STREET | NORMAL | IL | 61761 | NONE | PC | SCHOLARSHIPS | $2,000 |
| INDIANA WESLEYAN UNIVERSITY | |||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | NONE | PC | SCHOLARSHIPS | $2,000 |
| IOWA STATE UNIVERSITY | |||||||
| 2433 UNION DRIVE | AMES | IA | 50011 | NONE | PC | SCHOLARSHIPS | $1,000 |
| LAWRENCE UNIVERSITY | |||||||
| 711 E JOHN STREET | APPLETON | WI | 54911 | NONE | PC | SCHOLARSHIPS | $1,000 |
| MOLINE HIGH SCHOOL | |||||||
| 3600 AVENUE OF THE CITIES | MOLINE | IL | 61265 | NONE | PC | ENGLISH DEPARTMENT LITERATURE GRANT | $2,000 |
| SCOTT COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 BELMONT ROAD | BETTENDORF | IA | 52722 | NONE | PC | SCHOLARSHIPS | $2,500 |
| SOUTHWEST BAPTIST UNIVERSITY | |||||||
| 2578 138 WEST ESTEP DRIVE | BOLIVAR | MO | 65613 | NONE | PC | SCHOLARSHIPS | $1,000 |
| THE GREATER BETTENDORF COMMUNITY FOUNDATION | |||||||
| PO BOX 425 | BETTENDORF | IA | 52722 | NONE | PC | AGAPE CENTER | $500 |
| WESTERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 3300 RIVER DRIVE | MOLINE | IL | 61265 | NONE | PC | SCHOLARSHIPS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REGISTRATION | Desc |
| Related Or Exempt Function Incm | $1,130 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $804,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,381,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,130 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,382,546 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | FEES ARE FOR EDUCATIONAL PURPOSES AND ARE RECEIVED FROM TEACHERS WHO ATTEND WORKSHOPS OR FROM COMPANIES, ORGANIZATIONS, INDIVIDUALS OR SCHOOLS WHO ATTEND TOURS OR HAVE ON-SITE PROGRAMS PROVIDED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STACY KLINGLER | ||||||
| 1 | 4315 ASPEN HILLS CIRCLE | BETTENDORF | IA | 52722 | $5,000 | Yes (X) |
| CRAIG MACK FIDELITY CHARITABLE DONO | ||||||
| 2 | PO BOX 770001 | CINCINNATI | OH | 45277 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREP FEES | CategoryTxt |
| Amt | $28,504 | Amt |
| Net Investment Income | $6,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,790 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,034 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PAGE 7, PART IX-A, LINE 1 | TWO HISTORIC HOMES, ONCE BELONGING TO JOHN DEERE'S DESCENDANTS, ARE NOW PRESERVED AND OPERATED BY THE WILLIAM BUTTERWORTH FOUNDATION (WBF). THEY SERVE AS YEAR-ROUND SITES FOR QUALITY EDUCATIONAL AND CULTURAL EVENTS, MEETING SPACE FOR NON-PROFIT ORGANIZATIONS, AND TOURS FOR LOCAL, NATIONAL, AND INTERNATIONAL VISTORS.VISION: A COMMUNITY THAT VALUES ITS HERITAGE, SERVES ONE ANOTHER, AND FINDS JOY IN LEARNING.MISSION: HONORING OUR HERITAGE BY SUPPORTING SERVICE, CULTURE, AND EDUCATION IN THE QUAD CITIES COMMUNITY.THE WBF PROVIDED AN ESTIMATED $81,190 IN FREE MEETING SPACE AND EQUIPMENT RESOURCES TO QUAD CITIES EDUCATIONAL AND NON-PROFIT ORGANIZATIONS. THE SITE HOSTED 1,522 HOURS OF SPACE DURING 463 EVENTS RANGING FROM STRATEGIC PLANNING RETREATS TO WORK GROUPS, AND MONTHLY MEETINGS TO SPECIAL CELEBRATIONS. THE SITE IS AVAILABLE 7 DAYS OVER 80 HOURS PER WEEK TO ACCOMODATE WORKING AND NON-WORKING MEMBERS OF ALL AGES. VARYING WIDELY IN THEIR PURPOSES, THE 136 COMMUNITY GROUPS ALL HAVE EDUCATIONAL OR CHARITABLE MISSIONS, OR SERVE BOTH FUNCTIONS FOR THE QUAD CITIES COMMUNITY AND SERVED APPROXIMATELY 3,940 ATTENDEES. ARTISTIC (21%) AND CULTURAL (38%) INTERESTS ARE THE FOCUS OF MOST GROUPS; HOWEVER THE SPACE IS AVAILABLE AT NO COST TO ANY TYPE OF COMMUNITY SERVICE OR LIFELONG LEARNING GROUP, INCLUDING SOCIAL SERVICES, HEALTH-SUPPORT, AND RECREATIONAL. OVER 70 GROUPS HAVE MET AT THE SITE FOR MORE THAN 20 YEARS, WITH A FEW GROUPS HAVING MET FOR MORE THAN 40 YEARS. THE GROUPS THAT MEET AT THE SITE SUPPORT ACTIVITIES THAT MAKE LIFE WORTH LIVING.GROUP RESERVATIONS WERE SEVERLY IMPACTED BY COVID-19 MITIGATION REQUIREMENTS THOUGHOUT 2020. MITIGATIONS REQUIRING COMPLETE CANCELLATIONS OF GROUPS OR GREATLY RESTRICTIVE MEETING CAPACITIES FOR THEIR USE OF FACILITIES REDUCED OUR SERVICE LEVELS BY 76%. WBF WAS CLOSED BY THE STATE OF ILLINOIS MARCH 21 - JUNE 1 AND NOVEMBER 20 - DECEMBER 31.ON-LINE ENGAGEMENT WITH OUR SOCIAL MEDIA PLATFORMS BECAME A FOCUS POINT THROUGHOUT THE YEAR. THROUGH THE DEVELOPMENT OF INFORMATIVE THEMATIC SERIES, WE WERE ABLE TO INVITE OUR EXTERNAL AUDIENCE IN LEARNING MORE ABOUT OR MISSION, DEERE FAMILY HISTORY, COLLECTIONS, PRESERVATION EFFORTS, AND COMMUNITY RESOURCES. OUR AUDIENCE GREW ON BOTH PLATFORMS OVER THE COURSE OF THE YEAR. FACEBOOK, GROWING AT A RATE OF 14%, CONTINUES TO BE OUR LARGEST AUDIENCE AT 2,239 LIKES AND 13,000 ENGAGEMENTS IN 2020. INSTAGRAM, THE NEWEST PLATFORM, GROWING IN AUDIENCE AT A RATE OF 24% IS NOW AT 668 FOLLOWERS AND 2,200 ENGAGEMENTS. |
| FORM 990-PF, PAGE 7, PART IX-A, LINE 2 | PROGRAM MISSION: PROGRAMS SPONSORED BY BUTTERWORTH CENTER & DEERE-WIMAN HOUSE NURTURE ARTISTIC EXPRESSION AND PRODUCE, PRESENT, SUPPORT, AND PRESERVE ARTS, HISTORY AND CULTURE. IN ADDITION, THE VARIETY OF EDUCATIONAL PROGRAMS ENCOURAGES LIFE-LONG LEARNING AT ALL AGE LEVELS. COLLECTIONS ARE PRESERVED TO PROLONG THEIR LIFE AND ARE UTILIZED TO SUPPORT PROGRAMS AND HONOR OUR HERITAGE.PROGRAM HIGHLIGHTS:JANUARY 1 THROUGH MARCH 14: PROGRAMS PROCEEDED AS NORMAL AND STARTED THE YEAR OFF ON A STRONG NOTE. * SCHOOL TOURS - SERVED 235 * IN-SCHOOL PROGRAMS - SERVED 234 * TOURS - SERVED 296 * EVENINGS AT BUTTERWORTH CENTER FEATURING REGGIE HARRIS - SERVED 93 * UPDATED THE BUTTERWORTH CENTER SELF-GUIDED ONLINE TOUR.MARCH 15 THROUGH JUNE 16: STAFF WENT HOME AND REGROUPED. * INITIALLY SHIFTED TO CATCHING UP ON COLLECTIONS PAPERWORK AND PREPARING FOR A FALL GRADUATE ASSISTANT. * AS THE QUARANTINE LENGTHENED, SHIFTED TO RESEARCHING NEW TECHNIQUES ON METHODS OF REACHING OUR AUDIENCES. * REVIEWED NOTES FROM COMMUNICATIONS ADVISORY COMMITTEE FOR IDEAS ON IMPROVING OUR WEBSITE. BEGAN RESEARCH AND DESIGN OF NEW ADDITIONS TO THE WEBSITE.APRIL - ADDED FEATURES: HOMES' ARCHITECTS AND DEERE FAMILY TREE.MAY - ADDED FEATURES: "TRIP WEST IN THE 1830S", KIDS ACTIVITIES, COLORING SHEETS AND WBF ART COLLECTION.JUNE - CREATED BLOG: "HISTORY BITES AT THE DEERE HOMES" WITH ONCE A MONTH ENTRIES.MARCH 15 THROUGH JUNE 16: * RESEARCHED AND CREATED DEERE FAMILY HOMES YOUTUBE CHANNEL. FIRST FEATURE "BUTTERWORTH CENTER DOCUMENTARY RESTORATION OF WINDOW BY GLASS HERITAGE". * WORKED WITH SPEAKERS AND PERFORMERS TO CREATE AND SCHEDULE ONLINE PROGRAMMING. * BEGAN PLANNING FOR OUTDOOR TOURS OF THE HOUSES AND GARDENS. * PURCHASED A PHONE STABILIZER TO ENABLE CREATION OF IN-HOUSE VIDEOS. * CREATED ON-LINE TICKETING TO MAINTAIN COVID-19 PROTOCOL FOR UPCOMING TOURS. * WORKED WITH CRR STAFF ON PROGRAM AND COLLECTION PROJECTS - INCLUDING SPANISH LANGUAGE TOURS AND AN ART TOUR FOR DEERE-WIMAN HOUSE AND BUTTERWORTH CENTER.JUNE 17 THROUGH DECEMBER 31: * JUNE 17 BEGAN OUTDOOR TOURS WEDNESDAYS, THURSDAYS AND FRIDAYS. * DURING JUNE AND EARLY JULY, YOUTUBE CHANNEL FEATURED A THREE-PART VIDEO "MISSING MOVING PALACES OF THE QUAD CITIES". * DURING JUNE AND JULY, YOUTUBE CHANNEL FEATURED MUSIC VIDEOS FROM OUR ORIGINALLY PLANNED MUSIC ON THE LAWN PERFORMERS. * YOUTUBE VIDEOS ADDED: - JULY - CREATED PLAYLISTS ON YOUTUBE CHANNEL FEATURING SHARED VIDEOS. - SEPTEMBER - "MATTIE POOLE: MOLINE BUSINESS WOMAN, DEERE-WIMAN HOUSE STAIRS PROJECT" - OCTOBER - "BUTTERWORTH CENTER & DEERE-WIMAN HOUSE NATIONAL ARCHIVES MONTH, ARTIFACT FEATURE" (NEW MONTHLY VIDEO) - NOVEMBER - "ARTIFACT FEATURE" - DECEMBER - "ARTIFACT FEATURE, VICTORIAN CHRISTMAS TRADITIONS: CHRISTMAS AT OVERLOOK AND HILLCREST, CHRISTMAS PRESENTS FROM THE PAST, CHRISTMAS AT DEERE-WIMAN HOUSE"YOUTUBE ANALYTICS FOR 2020:ORIGINAL CONTENTVIEWS WATCH TIME (HRS) SUBSCRIBERS IMPRESSIONS^2,380 167.86 56 6,470^ # OF TIMES A WBF VIDEO APPEARED ON A YOUTUBE SEARCHPLAYLISTS (SHARED CONTENT FROM OTHER SOURCES)VIEWS WATCH TIME (HRS) 94 4.37ONLINE PROGRAMS: - 08/26 - CHARLES DARWIN, PARTNERSHIP WITH WQPT PBS - 08/27 - MATTIE POOLE: MOLINE BUSINESS WOMAN, SPONSORED BY THE MOLINE PUBLIC LIBRARY - 10/04 - ELIZABETH CADY STANTON - 10/22 - ALICE PAUL: SUFFRAGETTE - MATTIE POOLE PRESENTED TO AAUW - 12/01 - VICTORIAN CHRISTMAS TRADITIONS, SPONSORED BY MOLINE PUBLIC LIBRARYTOURS 2020: * GUIDED TOURS - INDIVIDUALS AND BUS GROUPS 536 PARTICIPANTS - OUTDOOR - JUNE 17 THROUGH AUGUST 31 - INDOOR - JANUARY 1 THROUGH EARLY MARCH 13 AND JULY 15 THROUGH NOVEMBER 20 - ADDED FIRST SUNDAY OF THE MONTH TOURS IN OCTOBER, IN ADDITION TO JULY AND AUGUST SUNDAY TOURS. - TRAINED TWO CRRS TO CONDUCT OUTDOOR TOURS.DEEP CLEANING:THE HOUSEKEEPING STAFF DO AN EXCELLENT JOB OF CLEANING THE BUILDINGS AND PREPARING THEM FOR COMMUNITY USE AND PROGRAMS. A DEEP CLEANING ENABLES STAFF TO MORE THOROUGHLY CLEAN SPACES TO HELP PROLONG THE LIFE OF ARTIFACTS. IN ADDITION, DOCUMENTATION DURING DEEP CLEANING LEADS TO A MORE DETAILED PRESERVATION PLAN FOR THE FUTURE. * STAFF COMPLETED A DEEP CLEAN OF THE DEERE-WIMAN HOUSE DINING ROOM, THE FLIGHT OF STAIRS FROM FIRST FLOOR TO SECOND FLOOR AT DEERE-WIMAN HOUSE AND THE ORGAN HALLWAY AT BUTTERWORTH CENTER IN JANUARY THROUGH MARCH. * NEW RUG PADS INSTALLED IN DEEP CLEANING AREAS AND SECOND FLOOR HALLWAY OF BWC. * STAFF DEVELOPED A PLAN FOR DEEP CLEANING THE DEERE-WIMAN HOUSE LIBRARY IN JANUARY 2021.COLLECTIONS CARE:COLLECTIONS CARE AND DOCUMENTATION LEAD TO STRONGER AND RICHER SOURCES FOR PROGRAMS. IN ADDITION COLLECTIONS CARE PRESERVES DEERE HERITAGE. * PORTRAITS OF CHARLES AND PATTIE WIMAN CLEANED * PROCESSED OVER 1,000 PHOTOGRAPHS * PROCESSED DONATION OF SHEET MUSIC * UPLOADED DATA OF OVER 100 ARTIFACTS INTO PAST PERFECT COLLECTIONS DATA BASE. THIS WILL ENABLE BETTER SEARCHING CAPABILITIES FOR ITEMS USED IN PROGRAMMING AND EDUCATIONAL MATERIALS. * REVIEWED HISTORIC FURNISHINGS PLAN (HFP) FOR DWH. INTERVIEWED GRADUATE ASSISTANT APPLICANTS FOR FALL 2020 HFP PROJECT. * WIU STUDENT, REBECCA CASE BEGAN WORK ON HFP IN FALL. * WITH VOLUNTEER'S HELP, CLEANED AND REORGANIZED BASEMENT STORAGE ROOM AT BWC. * WITH VOLUNTEER'S HELP, REMOVED ITEMS FROM DWH ATTIC AND BEGAN INVENTORY OF ITEMS. * WITH VOLUNTEER'S HELP, PROCESSED ITEMS - REHOUSING TO PROLONG LIFE OF ARTIFACTS. * WITH VOLUNTEERS' HELP, SELECTED, CLEANED AND RESEARCHED ITEMS IN PREPARING THE EXHIBIT "CHRISTMAS PRESENTS FROM THE PAST" FOR THE CHRISTMAS AT DEERE-WIMAN HOUSE EVENT. * MENTORED MHS STUDENT THROUGH VOLUNTEER PROJECTS TO SHOW OPPORTUNITIES IN HISTORY, PRESERVATION AND MUSEUM FIELD.TOTAL PEOPLE DIRECTLY SERVED BY PROGRAMS AND SPECIAL EVENTS: 1,289 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE | $83,557 | $83,557 |
| AMERIPRISE FINANCIAL | $55,108 | $55,108 |
| APPLE | $157,925 | $157,925 |
| AT&T | $150,734 | $150,734 |
| BANK OF AMERICA | $50,661 | $50,661 |
| BANK OF NEW YORK MELLON | $102,117 | $102,117 |
| BLACKROCK | $104,338 | $104,338 |
| CAPITAL ONE FINANCIAL | $115,240 | $115,240 |
| CATERPILLAR | $82,676 | $82,676 |
| FUCHS PETROLUB | $7,200 | $7,200 |
| HOME DEPOT | $144,215 | $144,215 |
| ISHARES CORE TOTAL US AGGREGATE BOND | $5,161,948 | $5,161,948 |
| KINDER MORGAN | $87,957 | $87,957 |
| KROGER | $109,230 | $109,230 |
| LOWE'S COS | $128,356 | $128,356 |
| MASTERCARD | $136,971 | $136,971 |
| METLIFE | $213,399 | $213,399 |
| MORGAN STANLEY | $166,173 | $166,173 |
| PEPSICO | $193,186 | $193,186 |
| SOUTHWEST AIRLINES | $103,226 | $103,226 |
| TORONTO-DOMINION BANK | $100,374 | $100,374 |
| UNITEDHEALTH GROUP | $148,621 | $148,621 |
| VALERO ENERGY | $84,376 | $84,376 |
| VERIZON COMMUNICATIONS | $120,552 | $120,552 |
| VISA | $116,428 | $116,428 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (137 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIDAS | $20,129 | $20,129 |
| ADOBE | $45,011 | $45,011 |
| AIA GROUP | $41,613 | $41,613 |
| AIR LIQUIDE | $11,084 | $11,084 |
| ALFA LAVAL | $12,584 | $12,584 |
| ALLIANZ | $30,517 | $30,517 |
| ALPHABET (A) | $105,158 | $105,158 |
| ALPHABET (C) | $218,985 | $218,985 |
| AMBEV | $14,312 | $14,312 |
| APPLE | $677,515 | $677,515 |
| APTARGROUP | $9,172 | $9,172 |
| ARTISAN PARTNERS ASSET MANAGEMENT | $13,441 | $13,441 |
| ASPEN TECHNOLOGY | $24,487 | $24,487 |
| AT&T | $67,787 | $67,787 |
| ATLAS COPCO | $37,595 | $37,595 |
| ATRION | $8,349 | $8,349 |
| AUTOHOME | $36,262 | $36,262 |
| BANCO BILBAO VIZCAYA ARGENT | $17,759 | $17,759 |
| BANK OF AMERICA | $58,407 | $58,407 |
| BLACKROCK | $111,839 | $111,839 |
| BOEING | $100,608 | $100,608 |
| BROADCOM | $81,002 | $81,002 |
| CANADIAN NATURAL RR | $13,182 | $13,182 |
| CATERPILLAR | $41,864 | $41,864 |
| CELANESE | $78,614 | $78,614 |
| CHECK POINT SOFTWARE TECH | $28,177 | $28,177 |
| CHUGAI PHARMACEUTICAL CO | $26,520 | $26,520 |
| CISCO SYSTEMS | $134,921 | $134,921 |
| CITIGROUP | $130,719 | $130,719 |
| COCA COLA | $18,371 | $18,371 |
| COGNIZANT TECH SOLUTIONS | $60,233 | $60,233 |
| COMCAST | $132,048 | $132,048 |
| CUMMINS | $47,691 | $47,691 |
| CVS HEALTH | $109,826 | $109,826 |
| DASSAULT SYSTEMES | $37,068 | $37,068 |
| DBS GROUP HOLDINGS | $31,181 | $31,181 |
| DIAGEO | $95,604 | $95,604 |
| DONALDSON CO | $9,444 | $9,444 |
| DRIL-QUIP | $7,523 | $7,523 |
| EATON | $64,275 | $64,275 |
| ELECTRONIC ARTS | $112,726 | $112,726 |
| ELI LILLY & CO | $115,656 | $115,656 |
| EPIROC AKTIEBOLAG | $16,726 | $16,726 |
| $30,048 | $30,048 | |
| FACTSET RESH SYS | $18,620 | $18,620 |
| FANUC | $10,444 | $10,444 |
| FIRST HAWAIIAN | $26,740 | $26,740 |
| FOMENTO ECONOMICO MEXICANO | $16,972 | $16,972 |
| GILEAD SCIENCES | $20,682 | $20,682 |
| GRACO | $27,348 | $27,348 |
| HDFC BANK | $13,585 | $13,585 |
| HENRY JACK & ASSOC | $11,177 | $11,177 |
| HOME DEPOT | $79,686 | $79,686 |
| HONEYWELL INTERNATIONAL | $65,937 | $65,937 |
| ICICI BANK | $15,885 | $15,885 |
| INFINEON TECHNOLOGIES | $54,047 | $54,047 |
| ITAU UNIBANCO HOLDING | $19,043 | $19,043 |
| JOHNSON & JOHNSON | $58,231 | $58,231 |
| JPMORGAN CHASE & CO | $189,970 | $189,970 |
| KOMATSU | $16,028 | $16,028 |
| KUBOTA | $19,530 | $19,530 |
| LAM RESEARCH | $174,740 | $174,740 |
| LAS VEGAS SANDS | $86,718 | $86,718 |
| LINDE PUBLIC LIMITED COMPANY | $17,655 | $17,655 |
| LONZA GROUP | $31,399 | $31,399 |
| LOREAL | $35,638 | $35,638 |
| LUKOIL | $10,938 | $10,938 |
| MANHATTAN ASSOCIATES | $20,720 | $20,720 |
| MANULIFE FINANCIAL | $125,186 | $125,186 |
| MERCK & CO | $82,618 | $82,618 |
| MICROSOFT | $519,351 | $519,351 |
| MOELIS & CO | $16,366 | $16,366 |
| MONDELEZ INTERNATIONAL | $76,596 | $76,596 |
| MORGAN STANLEY | $32,894 | $32,894 |
| NESTLE | $24,738 | $24,738 |
| NEXTERA ENERGY | $57,091 | $57,091 |
| NIKE | $113,883 | $113,883 |
| NORFOLK SOUTHERN | $39,206 | $39,206 |
| NOVOZYMES | $9,302 | $9,302 |
| PING AN INSURANCE (GROUP) COMPANY | $17,713 | $17,713 |
| POOL | $33,898 | $33,898 |
| PRICEMART | $13,572 | $13,572 |
| PRIMERICA | $26,652 | $26,652 |
| RAYTHEON TECHNOLOGIES | $90,675 | $90,675 |
| RBC BEARINGS | $14,502 | $14,502 |
| RIGHTMOVE | $27,942 | $27,942 |
| RIO TINTO | $23,694 | $23,694 |
| RLI | $14,164 | $14,164 |
| ROCHE HOLDINGS | $31,389 | $31,389 |
| ROYAL DUTCH SHELL | $12,705 | $12,705 |
| S & P GLOBAL | $119,987 | $119,987 |
| SAP | $39,508 | $39,508 |
| SCHNEIDER ELECTRIC | $28,921 | $28,921 |
| SGS | $9,932 | $9,932 |
| SIMPSON MFG | $19,251 | $19,251 |
| SONOVA HOLDING | $16,389 | $16,389 |
| SYMRISE | $19,660 | $19,660 |
| SYSMEX | $20,752 | $20,752 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $55,828 | $55,828 |
| TARGET | $112,097 | $112,097 |
| TE CONNECTIVITY | $70,826 | $70,826 |
| TELEDYNE TECHNOLOGIES | $41,158 | $41,158 |
| TENCENT HOLDINGS | $29,475 | $29,475 |
| TEXAS INSTRUMENTS | $75,500 | $75,500 |
| THERMO FISHER SCIENTIFIC | $44,249 | $44,249 |
| TORO | $23,805 | $23,805 |
| TORONTO DOMINION BANK ONTERIO | $33,852 | $33,852 |
| TOTAL | $53,854 | $53,854 |
| TRACTOR SUPPLY CO | $85,754 | $85,754 |
| UNI CHARM | $27,734 | $27,734 |
| UNILEVER | $119,332 | $119,332 |
| UNION PACIFIC | $156,165 | $156,165 |
| UNITED PARCEL SERVICE | $94,304 | $94,304 |
| UNITEDHEALTH GROUP | $241,969 | $241,969 |
| VERIZON COMMUNICATIONS | $30,550 | $30,550 |
| VISA | $107,178 | $107,178 |
| WALT DISNEY CO | $59,789 | $59,789 |
| YANDEX | $10,994 | $10,994 |
| ACUSHNET HOLDINGS | $22,054 | $22,054 |
| BOOKING HOLDINGS | $100,227 | $100,227 |
| INTERPUBLIC GROUP COS | $71,971 | $71,971 |
| HAIN CELESTIAL GROUP | $70,263 | $70,263 |
| SYSCO | $138,124 | $138,124 |
| BLACKSTONE GROUP | $99,483 | $99,483 |
| AMGEN | $72,425 | $72,425 |
| EMCOR GROUP | $25,060 | $25,060 |
| WASTE MANAGEMENT | $73,706 | $73,706 |
| WATTS WATER TECHNOLOGIES | $20,324 | $20,324 |
| FIDELITY NATIONAL INFORMATION SERVICES | $58,706 | $58,706 |
| ADYEN | $52,014 | $52,014 |
| ALCON | $14,582 | $14,582 |
| ALIBABA GROUP HOLDING | $13,731 | $13,731 |
| FLEX | $80,371 | $80,371 |
| GARMIN | $93,335 | $93,335 |
| MEDTRONIC | $121,240 | $121,240 |
| NIROTI HOLDINGS CO | $12,517 | $12,517 |
| SHIONOGI & CO | $10,124 | $10,124 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,221,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,221,662 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $30,361 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $30,361 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND | FMV | $424,829 | $424,829 |
| ISHARES CORE S&P MIDCAP | FMV | $2,987,790 | $2,987,790 |
| ISHARES MSCI EAFE | FMV | $1,138,176 | $1,138,176 |
| ISHARES MSCI EMERGING MARKETS | FMV | $424,986 | $424,986 |
| ISHARES RUSSELL 2000 | FMV | $607,786 | $607,786 |
| PRINCIPAL MIDCAP FUND | FMV | $2,854,780 | $2,854,780 |
| VANGUARD 500 INDEX FUND | FMV | $6,741,428 | $6,741,428 |
| FTI CONSULTING | FMV | $23,684 | $23,684 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $551,900 | $0 | $551,900 | $551,900 |
| LAND IMPROVEMENTS | $822,786 | $634,992 | $187,794 | $187,794 |
| BUILDINGS & IMPROVEMENTS | $9,820,096 | $3,798,057 | $6,022,039 | $6,022,039 |
| FURNITURE & FIXTURES | $628,108 | $541,842 | $86,266 | $86,266 |
| COLLECTIONS | $4,199,125 | $0 | $4,199,125 | $4,199,125 |
| CAPITAL PROJECTS IN PROGRESS | $33,400 | $0 | $33,400 | $33,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX RECEIVABLE | $4,343 | $0 | $0 |
| ACCRUED INVESTMENT INCOME | $33,817 | $32,477 | $32,477 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAMS AND OUTREACH | $71,247 | $0 | $1,130 | $69,792 |
| ADMINISTRATIVE & OFFICE | $23,290 | $0 | $0 | $23,290 |
| PUBLIC RELATIONS | $30,816 | $0 | $0 | $33,143 |
| INVESTMENT EXPENSES | $6,749 | $6,749 | $6,749 | $0 |
| LOSS ON DISPOSAL OF ASSETS | $5,880 | $0 | $0 | $5,880 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REGISTRATION | Desc |
| Revenue And Expenses Per Books | $1,130 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,130 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $3,215,232 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CURRENT FEDERAL EXCISE TAX | $0 | $4,964 |
| DEFERRED FEDERAL EXCISE TAX | $116,103 | $160,795 |
| REFUNDABLE ADVANCES (PPP LOAN) | $0 | $144,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES (WELLS FARGO & CO) | CategoryTxt |
| Amt | $103,763 | Amt |
| Net Investment Income | $103,763 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103,763 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STACY KLINGLER | |||
| 4315 ASPEN HILLS CIRCLE | BETTENDORF | IA | 52722 |
| CRAIG MACK | |||
| PO BOX 770001 | CINCINNATI | OH | 45277 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $46,366 | $0 | $0 | $46,366 |
| REAL ESTATE TAXES | $954 | $0 | $0 | $954 |
| FEDERAL EXCISE TAXES | $64,999 | $0 | $0 | $11,000 |
| FOREIGN TAXES PAID ON DIVIDENDS | $7,430 | $7,430 | $7,430 | $0 |
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