THE TIM AND LILLIAN SOLDWEDEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND LILLIAN SOLDWEDEL FOUNDATION (EIN 37-6296318)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-13
- IRS object ID
- 202010139349100701
- Schema version
- 2018v3.0
- 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 | 2020-01-13T15:00:21-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | 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 | THE COMMERCE TRUST CO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2020-01-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $348,160 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,302 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,049 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $891 | 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 | $521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | 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 | $6,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,414 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $133,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $138,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $108,224 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,861 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $283,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $348,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $283,236 | CapitalStockBOYAmt |
| Capital Stock EOY | $287,853 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $283,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $283,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $283,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $576 | OtherIncreasesAmt |
| Subtotal | $287,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 75. JP MORGAN ALERIAN MLP INDEX ETN | 2017-12-22 | 2018-12-27 | $1,617 | $2,133 | -$516 | -$516 | |
| 45. JP MORGAN ALERIAN MLP INDEX ETN | 2018-09-26 | 2018-12-27 | $970 | $1,106 | -$136 | -$136 | |
| 770.882 AQR MANAGED FUTURES STRATEGY FUND R6 | 2017-06-28 | 2018-12-28 | $6,514 | $7,642 | -$1,128 | -$1,128 | |
| 281.331 BLACKROCK HIGH YIELD PORTFOLIO - K | 2014-04-07 | 2018-12-28 | $2,006 | $2,349 | -$343 | -$343 | |
| 1411.831 COMMERCE BOND FUND FUND #333 | 2017-12-26 | 2018-12-28 | $27,150 | $28,336 | -$1,186 | -$1,186 | |
| 553.518 DFA COMMODITY STRATEGY PORTFOLIO | 2018-06-27 | 2018-12-28 | $2,917 | $3,299 | -$382 | -$382 | |
| 142.514 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2016-08-10 | 2018-12-28 | $2,602 | $2,423 | $179 | $179 | |
| 198.915 ROBECO BOSTON PARTNERS LONG/SHORT RESEARCH FUND | 2013-09-24 | 2018-12-28 | $2,852 | $2,697 | $155 | $155 | |
| 10. ISHARES RUSSELL MIDCAP VALUE ETF | 2009-02-10 | 2019-01-28 | $825 | $264 | $561 | $561 | |
| 5. ISHARES RUSSELL 1000 VALUE ETF | 2010-09-27 | 2019-01-28 | $586 | $296 | $290 | $290 | |
| 17.392 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2016-12-28 | 2019-01-29 | $534 | $478 | $56 | $56 | |
| 22.086 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2012-12-18 | 2019-01-29 | $809 | $689 | $120 | $120 | |
| 32.808 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2017-09-27 | 2019-01-29 | $559 | $692 | -$133 | -$133 | |
| 16.988 DFA US LARGE CAP VALUE PORTFOLIO | 2015-06-24 | 2019-01-29 | $584 | $592 | -$8 | -$8 | |
| 97.259 OPPENHEIMER MAIN STREET SMALL CAP FUND I | 2017-12-26 | 2019-01-29 | $1,339 | $1,435 | -$96 | -$96 | |
| 149.808 VANGUARD MORGAN GROWTH FUND-AD | 2011-09-07 | 2019-01-29 | $12,758 | $8,031 | $4,727 | $4,727 | |
| 66.021 VANGUARD MORGAN GROWTH FUND-AD | 2018-12-28 | 2019-01-29 | $5,622 | $5,444 | $178 | $178 | |
| 24.869 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2016-12-28 | 2019-03-26 | $831 | $670 | $161 | $161 | |
| 21.67 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2012-12-18 | 2019-03-26 | $862 | $676 | $186 | $186 | |
| 20.376 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2017-12-26 | 2019-03-26 | $604 | $648 | -$44 | -$44 | |
| 44.162 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-09-27 | 2019-03-26 | $770 | $807 | -$37 | -$37 | |
| 14.431 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2019-03-26 | $951 | $879 | $72 | $72 | |
| 26.637 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-03-26 | $838 | $606 | $232 | $232 | |
| 272.868 BLACKROCK HIGH YIELD PORTFOLIO - K | 2017-12-26 | 2019-06-25 | $2,085 | $2,235 | -$150 | -$150 | |
| 25.584 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2015-12-24 | 2019-06-25 | $917 | $573 | $344 | $344 | |
| 27.175 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2011-12-20 | 2019-06-25 | $1,172 | $829 | $343 | $343 | |
| 60.754 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2018-03-26 | 2019-06-25 | $1,074 | $1,173 | -$99 | -$99 | |
| 51.382 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-09-27 | 2019-06-25 | $933 | $911 | $22 | $22 | |
| 80.009 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-09-27 | 2019-06-25 | $822 | $884 | -$62 | -$62 | |
| 36.332 INVESCO OPPENHEIMER MAIN STREET SMALL CAP FUND R6 | 2018-08-23 | 2019-09-25 | $535 | $628 | -$93 | -$93 | |
| 98.128 COMMERCE BOND FUND FUND #333 | 2016-03-28 | 2019-09-25 | $2,002 | $1,954 | $48 | $48 | |
| 17.003 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-06-27 | 2019-09-25 | $533 | $530 | $3 | $3 | |
| 5. ISHARES RUSSELL MIDCAP VALUE ETF | 2018-08-22 | 2019-09-25 | $448 | $457 | -$9 | -$9 | |
| CAPITAL GAIN DIVIDENDS | $7,047 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,302 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $338,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $324,755 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056923 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $324,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,568 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $351,952 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052757 | DistributionYr5Rt |
| Total Distribution | 0.25243 | TotalDistributionRt |
| Average Distribution | 0.050486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $332,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,807 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,941 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,891 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $267 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $267 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $133 | OverpaymentAmt |
| Applied To ES Tax | $133 | 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 COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3096761311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 MAIN ST | 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 COMPANY | ||||||
| 416 MAIN ST | PEORIA | IL | 61602 | TRUSTEE | 1 | $3,940 |
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,000 |
| 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 | $327,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $337,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $337,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $332,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $267 | TotalTaxAmt |
| Distributable Before Adj | $16,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,891 | 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 | $8,891 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $2,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,660 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,660 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,828 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | 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 |
| 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 (3 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 BRODY HAYNES | 1501 W BRADLEY AVE | PEORIA | IL | 61625 | NONE | PC | SCHOLARSHIP | $4,000 |
| BRADLEY UNIVERSITY | ||||||||
| FBO BENJAMIN RINGEL | 1501 W BRADLEY AVE | PEORIA | IL | 61625 | NONE | PC | SCHOLARSHIP | $2,000 |
| THE AMERICAN ACADEMY OF DRAMATIC ARTS | ||||||||
| FBO JULIA MCCAMMON | 120 MADISON AVE | NEW YORK | NY | 10016 | NONE | PC | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,200 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,302 | 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 | $18,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,502 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX DIFFERENCE | Desc |
| Amt | $576 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES | $15 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $12 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $400 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $88 | $88 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |
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