WILLIAMS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FAMILY FOUNDATION INC (EIN 39-1865458)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202031279349100123
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T03:14:19-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert G Lay CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6356 Persson Parkway | AddressLine1Txt |
| City | Belvidere | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391865458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8153890328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8100 | AddressLine1Txt |
| City | Janesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D WILLIAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert G Lay | PreparerPersonNm |
| Phone | 8155476573 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $166,320 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $4,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,225 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,022 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $175 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,416 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,536 | CashBOYAmt |
| Cash EOY | $2,429 | CashEOYAmt |
| Cash EOYFMV | $2,429 | CashEOYFMVAmt |
| Corporate Stock BOY | $140,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,891 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $145,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $145,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $127,219 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $127,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 57.078 SH DFISX | P | 2012-03-08 | 2019-03-14 | $1,000 | $911 | $89 | $89 |
| 57.176 SHDFUVX | P | 2012-03-08 | 2019-10-03 | $1,000 | $1,267 | -$267 | -$267 |
| 20.602 SH DFUVX | P | 2012-03-08 | 2019-03-20 | $500 | $334 | $166 | $166 |
| 40.161 SH DFUVX | P | 2012-03-08 | 2019-04-30 | $1,000 | $651 | $349 | $349 |
| 76.336 SH DFUVX | P | 2012-03-08 | 2019-07-19 | $1,900 | $1,237 | $663 | $663 |
| 89.526 SH PFORX | P | 2012-03-08 | 2019-07-19 | $1,000 | $958 | $42 | $42 |
| 88.261 SH PFORX | P | 2012-03-08 | 2019-08-21 | $1,000 | $945 | $55 | $55 |
| 94.607 SH VFSIX | P | 2016-11-03 | 2019-04-03 | $1,000 | $1,018 | -$18 | -$18 |
| 94.340 SH VFSIX | P | 2016-11-03 | 2019-04-30 | $1,000 | $1,015 | -$15 | -$15 |
| 93.197 SH VFSIX | P | 2016-11-03 | 2019-10-22 | $1,000 | $1,003 | -$3 | -$3 |
| 93.458 SH VITPX | P | 2013-12-03 | 2019-10-22 | $5,500 | $4,738 | $762 | $762 |
| 14.522 SH VITPX | P | 2013-12-03 | 2019-12-26 | $1,000 | $598 | $402 | $402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,225 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $140,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.188549 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,811 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.100877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,859 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,722 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.860652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $190,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.148897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $203,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.165235 | DistributionYr5Rt |
| Total Distribution | 000001.464210 | TotalDistributionRt |
| Average Distribution | 000000.292842 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $166,033 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,621 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81 | SubtotalAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $81 | TaxDueAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | STEVEN D WILLIAMS | IndividualWithBooksNm |
| Phone | 8153890110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7348 LONE CEDAR TRAIL | AddressLine1Txt |
| City | SOUTH BELOIT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61080 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN D WILLIAMS | ||||||
| 7348 LONE CEDAR TR | SOUTH BELOIT | IL | 61080 | PRES/TREAS | 000.00 | $0 |
| LINDA M WILLIAMS | ||||||
| 7348 LONE CEDAR TR | SOUTH BELOIT | IL | 61080 | VP/SECR | 000.00 | $0 |
| CHRISTINE M WILLIAMS | ||||||
| 2081 QUARTZ DR | ROCKTON | IL | 61072 | DIRECTOR | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,561 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $168,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81 | TotalTaxAmt |
| Distributable Before Adj | $8,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,195 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,221 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,195 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,974 | RemainingDistriFromCorpusAmt |
| Total Corpus | $106,316 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,896 | ExcessFromYear4Amt |
| Excess From Year3 | $22,507 | ExcessFromYear3Amt |
| Excess From Year2 | $9,159 | ExcessFromYear2Amt |
| Excess From Year1 | $15,269 | ExcessFromYear1Amt |
| Excess From Current Year | $16,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN D WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7348 LONE CEDAR TR | AddressLine1Txt |
| City | SOUTH BELOIT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8157424444 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BELOIT CENTRAL CHRISTIAN CHURCH | |||||
| 2460 MILWAUKEE RD | BELOIT | WI | 53511 | GENERAL | $8,300 |
| NEW CREATION IN CHRIST | |||||
| 2429 BISSONNET ST | HOUSTON | TX | 77005 | GENERAL | $5,200 |
| SPARROWS NEST | |||||
| 1816 HARRISON AVE | BELOIT | WI | 53511 | GENERAL | $1,015 |
| COVENANT HOUSE | |||||
| 461 8TH AVE | NEW YORK | NY | 10001 | GENERAL | $500 |
| PACKARD ALS | |||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | GENEERAL | $100 |
| FOOD FOR THE POOR | |||||
| 6401 LYONS ROAD | COCONUT REEK | FL | 33073 | GENERAL | $1,000 |
| UNBOND | |||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | GENERAL | $1,500 |
| PRISON FELLOWSHIPANGEL TREE | |||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | GENERAL | $100 |
| SALESIAN MISSIONS | |||||
| 2 LEFEVRE LAND | NEW ROCKELLE | NY | 10801 | GENEERAL | $1,000 |
| CARITAS | |||||
| 2840 PRAIRIE AVE | BELOIT | WI | 53511 | GENERAL | $55 |
| SAMARITAN PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | GENERAL | $100 |
| SHRINERS HOSPITAL | |||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | GENERAL | $500 |
| BOYS TOWN | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | GENERAL | $250 |
| ROCKFORD RESCUE MISSION | |||||
| 715 W STATE STREET | ROCKFORD | IL | 61102 | GENERAL | $200 |
| SLAVIC GOSPAL ASSOC | |||||
| 6151 COMMONWEALTH DRIVE | LOVES PARK | IL | 61111 | GENERAL | $100 |
| SALVATION ARMY | |||||
| 520 HOLLISTER AVENUE | ROCKFORD | IL | 61104 | GENERAL | $200 |
| COLUMBAN FATHERS | |||||
| PO BOX 10 | ST COLUMBANS | NE | 68056 | GENERAL | $250 |
| LENNOX BARNETT MINISTRIES | |||||
| 651 AMPHITHEATER DR | ROCKFORD | IL | 61107 | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 04 | ExclusionCd |
| Exclusion | $4,794 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,022 | TotalIncomeProducingActyAmt |
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 | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $124,790 | EOYBookValueAmt |
| EOYFMV | $163,891 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $175 | LegalFeesAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST-TD AMERITRADE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TD AMERITRADE MANAGEMENT FEES | CategoryTxt |
| Amt | $2,416 | Amt |
| Net Investment Income | $2,416 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $92 | Amt |
| Net Investment Income | $92 | NetInvestmentIncomeAmt |