WILLIAM BUTTERWORTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM BUTTERWORTH FOUNDATION (EIN 46-4274627)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-27
- IRS object ID
- 202032409349100618
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-27T15:20:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| 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 | $42,615,553 | 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 | $33,173 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $652,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $645,892 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $645,892 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,130,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,955,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,127,775 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $63,147 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,647 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,647 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,819,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,773,736 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $712,755 | 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 | $631,364 | 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 | $630,125 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $148,147 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $146,850 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,245 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $101,923 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,499 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,499 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $49,997 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $299,671 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $352,914 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $355,969 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $282 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $282 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,572 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,458 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,846,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $130,239 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,368,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,875,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $130,239 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,397,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,646,841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $582,516 | 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 | $693,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $713,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $713,850 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,727 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,505 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,505 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,663,612 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,399,741 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,399,741 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,990,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,455,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,455,825 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,506,158 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,281,032 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,281,032 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $948,615 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,702,753 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,702,753 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $10,956,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,695,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,695,488 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,012,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,688,717 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,406,516 | LandBOYAmt |
| Land EOY | $11,323,899 | LandEOYAmt |
| Land EOYFMV | $11,323,899 | LandEOYFMVAmt |
| Other Assets BOY | $58,358 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,160 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,160 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,229,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,615,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,615,553 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $88,270 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $78,538 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $78,763 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,103 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $167,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $194,641 | 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 | $38,062,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,420,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,062,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,420,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,229,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,615,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,062,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,414,576 | OtherIncreasesAmt |
| Subtotal | $42,420,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,420,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,577,510 | $2,514,363 | $63,147 | $63,147 | |
| PUBLICLY TRADED SECURITIES | $5,270,450 | $4,312,905 | $957,545 | $957,545 | |
| SECURITY LITIGATION - MERCK & CO | $1,093 | $1,093 | $1,093 | ||
| SECURITY LITIGATION - ADVANCED MICRO DEVICES | $33 | $33 | $33 | ||
| SECURITY LITIGATION - PFIZER | $73 | $73 | $73 | ||
| SECURITY LITIGATION - COMPUTER SCIENCES | $1,579 | $1,579 | $1,579 | ||
| SECURITY LITIGATION - CLOVIS ONCOLOGY | $27 | $27 | $27 | ||
| CAPITAL GAINS DIVIDENDS | $104,278 | $104,278 | $104,278 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,127,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,147 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,587,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,865,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,531,409 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,331,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054053 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,292,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,596,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,242,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,379,428 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,275,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,261,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046784 | DistributionYr5Rt |
| Total Distribution | 0.249789 | TotalDistributionRt |
| Average Distribution | 0.049958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,082,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,452,897 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,468 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,469,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,623,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,134 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,666 | OverpaymentAmt |
| Applied To ES Tax | $4,666 | 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 | 0 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (13 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 |
| JAMES G DARBY | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | PAST CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JERI L VANDERVINNE | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | VICE CHAIRMAN | 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 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARGARITA MOJICA | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARK D CHURCHILL | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | FINANCE COMMITTEE CHAIRMAN | 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 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| WILLIAM E BREWER | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 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 | $94,694 | $14,775 | $0 |
| GRETCHEN SMALL | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | PROGRAM DIRECTOR | 40.00 | $80,680 | $21,691 | $0 |
| JANET STOFFER | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | OP & ADMIN DIRECTOR | 40.00 | $70,512 | $13,275 | $0 |
| WADE SCHOTT | ||||||||
| 1105 8TH STREET | MOLINE | IL | 61265 | BUILDING SUPERVISOR | 40.00 | $63,067 | $10,313 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO BANK | |||||
| PO BOX 95021 | HENDERSON | NV | 890095021 | INVESTMENT MANGEMENT FEES | $101,922 |
| CRAWFORD COMPANY | |||||
| 1306 MILL STREET | ROCK ISLAND | IL | 61201 | HVAC & PLUMBING CONTRACTOR | $82,013 |
| OTTO BAUM COMPANY INC | |||||
| 866 NORTH MAIN STREET | MORTON | IL | 61550 | MASONRY CONTRACTOR | $72,723 |
| 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 | $1,149,609 | Expenses1Amt |
| Description2 | SPONSOR A WIDE VARIETY OF EVENTS, CONCERTS, TOURS, SCHOOL PROGRAMS, WORKSHOPS, AND OTHER EDUCATIONAL PROGRAMS. SEE ATTACHED GENERAL EXPLANATION. | Description2Txt |
| Expenses2 | $218,472 | 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 | $28,973,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $552,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,525,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,525,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $442,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,082,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,454,118 | 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 | $1,397,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $226,414 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,623,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,468 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,607,027 | 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 | $582,516 | CurrentYearAmt |
| Year1 | $560,458 | Year1Amt |
| Year2 | $578,666 | Year2Amt |
| Year3 | $446,033 | Year3Amt |
| Total | $2,167,673 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $495,139 | CurrentYearAmt |
| Year1 | $476,389 | Year1Amt |
| Year2 | $491,866 | Year2Amt |
| Year3 | $379,128 | Year3Amt |
| Total | $1,842,522 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,623,495 | CurrentYearAmt |
| Year1 | $1,627,010 | Year1Amt |
| Year2 | $1,556,630 | Year2Amt |
| Year3 | $1,302,342 | Year3Amt |
| Total | $6,109,477 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,000 | CurrentYearAmt |
| Year1 | $36,500 | Year1Amt |
| Year2 | $28,000 | Year2Amt |
| Year3 | $27,200 | Year3Amt |
| Total | $120,700 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,594,495 | CurrentYearAmt |
| Year1 | $1,590,510 | Year1Amt |
| Year2 | $1,528,630 | Year2Amt |
| Year3 | $1,275,142 | Year3Amt |
| Total | $5,988,777 | 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 | $969,412 | CurrentYearAmt |
| Year1 | $962,195 | Year1Amt |
| Year2 | $944,379 | Year2Amt |
| Year3 | $886,554 | Year3Amt |
| Total | $3,762,540 | 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
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 (16 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 | $3,500 |
| BLACK HAWK COLLEGE - QUAD CITIES CAMPUS | |||||||
| 6600 34TH AVENUE | MOLINE | IL | 61265 | NONE | PC | SCHOLARSHIPS | $1,000 |
| CLARKE UNIVERSITY | |||||||
| 1550 CLARKE DRIVE | DUBUQUE | IA | 52001 | NONE | PC | SCHOLARSHIPS | $2,000 |
| 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 | $3,000 |
| IOWA STATE UNIVERSITY | |||||||
| 2433 UNION DRIVE | AMES | IA | 50011 | NONE | PC | SCHOLARSHIPS | $2,000 |
| LAWRENCE UNIVERSITY | |||||||
| 711 E JOHN STREET | APPLETON | WI | 54911 | NONE | PC | SCHOLARSHIPS | $2,000 |
| MOLINE HIGH SCHOOL | |||||||
| 3600 AVENUE OF THE CITIES | MOLINE | IL | 61265 | NONE | PC | ENGLISH DEPARTMENT LITERATURE GRANT | $2,000 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL WEST | LAFAYETTE | IN | 47907 | NONE | PC | SCHOLARSHIPS | $1,000 |
| SCOTT COMMUNITY COLLEGE | |||||||
| 500 BELMONT ROAD | BETTENDORF | IA | 52722 | NONE | PC | SCHOLARSHIPS | $2,500 |
| SOUTHERN ILLINOIS UNIVERSITY | |||||||
| 1263 LINCOLN DRIVE | CARBONDALE | IL | 62901 | NONE | PC | SCHOLARSHIPS | $1,000 |
| SOUTHWEST BAPTIST UNIVERSITY | |||||||
| 2578 138 WEST ESTEP DRIVE | BOLIVAR | MO | 65613 | NONE | PC | SCHOLARSHIPS | $2,000 |
| ST AMBROSE UNIVERSITY | |||||||
| 518 WEST LOCUST STREET | DAVENPORT | IA | 52803 | NONE | PC | SCHOLARSHIPS | $1,000 |
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | NONE | PC | SCHOLARSHIPS | $1,000 |
| WESTERN ILLINOIS UNIVERSITY - QUAD CITIES CAMPUS | |||||||
| 3300 RIVER DRIVE | MOLINE | IL | 61265 | NONE | PC | SCHOLARSHIPS | $2,500 |
| QUAD CITIES COUMMUNITY FOUNDATION | |||||||
| 852 MIDDLE ROAD 100 | BETTENDORF | IA | 52722 | NONE | PC | FLOOD RELIEF | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,000 | 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 | $3,344 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,130,121 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF COPPER SCRAP | Desc |
| Related Or Exempt Function Incm | $303 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,782,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,647 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,786,454 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | 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. |
| 11A | SALE OF COPPER SCRAP HELP REDUCE OPERATING COSTS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREP FEES | CategoryTxt |
| Amt | $32,560 | Amt |
| Net Investment Income | $10,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,245 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,400 | 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.MISSION: THE BUTTERWORTH CENTER & DEERE-WIMAN HOUSE HONORS OUR HERITAGE BY SUPPORTING SERVICE, CULTURE, AND EDUCATION IN THE QUAD CITIES COMMUNITY.VISION: WE DO OUR WORK TO HELP CREATE A COMMUNITY THAT VALUES ITS HERITAGE, SERVES ONE ANOTHER, AND FINDS JOY IN LEARNING.THE WBF PROVIDED AN ESTIMATED $371,760 IN FREE MEETING SPACE AND EQUIPMENT RESOURCES TO QUAD CITIES EDUCATIONAL AND NON-PROFIT ORGANIZATIONS. THE SITE HOSTED 4,623 HOURS OF SPACE DURING 1,197 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 251 COMMUNITY GROUPS ALL HAVE EDUCATIONAL OR CHARITABLE MISSIONS, OR SERVE BOTH FUNTIONS FOR THE QUAD CITIES COMUNNITY AND SERVED APPROXIMATELY 16,200 ATTENDEES. ARTISIC (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. |
| FORM 990-PF, PAGE 7, PART IX-A, LINE 2 | PROGRAM MISSION: PROGRAMS AND EVENTS 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.PROGRAM HIGHLIGHTS:SCHOOL AGE PROGRAMMING:* SIXTEEN DAYS OF SUMMER CAMPS REACHED 661 CHILDREN LEARNING ABOUT CHARLES DEERE: A LIFE OF INNOVATION AND A TRIP TO THE 1893 CHICAGO WORLD'S FAIR.* THE NUMBER OF STUDENTS ATTENDING SCHOOL TOURS INCREASED OVER 2018 BY 30%, COMING FROM MOLINE, EAST MOLINE, CAMBRIDGE, STERLING, ROCK ISLAND, DAVENPORT, MOLINE YMCA, ST AMBROSE UNIVERSITY AND WESTERN ILLINOIS UNIVERSITY.ADULT PROGRAMMING:* WBF CONTINUED ITS' HISTORY OF STRONG COLLABORATIONS IN 2019 THROUGH PROGRAM PARTNERSHIPS AND PROGRAM PROMOTIONS WITH FIGGE ART MUSEUM, QUAD CITY ARTS, QC VISITOR'S BUREAU, AREA MUSEUMS AND ARCHIVES, JOHN DEERE, WVIK AND WQPT.* EVENINGS AT BUTTERWORTH CENTER AND MUSIC AT BUTTERWORTH PROGRAMS BROUGHT IN THE HIGHESET AUDIENCE NUMBERS IN 2019, COMPARED TO PREVIOUS YEARS. EVENINGS AT BUTTERWORTH CENTER HAD A 4% INCREASE IN ATTENDANCE AND MUSIC AT BUTTERWORTH CENER HAD A 24% INCREASE IN ATTENDANCE, COMPARED TO 2018.* GROUP TOURS WERE PARTICULARLY MEMORABLE THIS YEAR INCLUDING TWO THUNDERBIRD CLUBS (WITH CARS), MOLINE PUBLIC NURSES 50TH REUNION, MHS CLASS OF 1967, ORION HS CLASS OF 1969, ILLINOIS QUESTERS CONVENTION AND ILLINOIS STATE MASTER GARDENERS.* INDIVIDUAL TOURS INCREASED BY 9% COMPARED TO 2018.FAMILY PROGRAMMING:* OUR INCLUSION IN THE NEW JOHN DEERE ATTRACTIONS PASSPORT PROGRAM BROUGHT IN PEOPLE FROM ALL OVER THE WORLD ANXIOUS TO GET THEIR "DEERE FAMILY HOMES" STAMP.* JANUARY PROGRAMMING INCLUDED TWO POPULAR EVENINGS AT BUTTERWORTH CENTER AND THREE SPECIAL CURATOR'S FAVORITES PROGRAMS AT DWH. WEATHER WAS NOT CONDUCIVE TO BRING THE ATTENDANCE WE HAD HOPED FOR, BUT WE SAW MANY NEW PEOPLE WHO ENJOYED THE CURATOR'S FEATURES.* MUSIC ON THE LAWN BRINGS IN AN EVER CHANGING AUDIENCE OF NEW FAMILIES.* 19TH CENTURY CHRISTMAS SAW AN INCREASE IN ATTENDANCE WITH MANY RETURNING AND NEW FACES.OTHER PROGAM HIGHLIGHTS:* UPDATED WWW.BUTTERWORTHCENTER.COM WAS LAUNCHED MID-YEAR WITH MORE MOBILE-FRIENDLY FEATURES.* GRADUATE ASSISTANT IN SPRING 2019 CONTINUED WORKING ON A HISTORIC FURNISHINGS PLAN FOR DWH TO DOCUMENT THE COLLECTION AND STRENGTHEN TOURS, PROGRAMS AND CONSERVATION.* WBF PARTICIPATED IN THE SECOND ANNUAL ARCHIVES FAIR IN COLLABORATION WITH FIFTEEN QUAD CITY ARCHIVES. THE FAIR TOOK PLACE AT THE GERMAN AMERICAN HERITAGE CENTER.* WBF PARTICIPATED FOR THE SIXTH YEAR IN THE ARSENAL YOUTH SUMMER EXPO FAIR TO PUBLICIZE OUR FAMILY ACTIVITIES. GRETCHEN PARTICULARLY ENJOYS INTRODUCING NEW FAMILIES TO OUR PROGRAMS AND HEARING OTHERS SAY, "WE LOVE THE HOUSES AND LOVE MUSIC ON THE LAWN."TOTAL PEOPLE DIRECTLY SERVED BY PROGRAMS AND SPECIAL EVENTS: 11,832 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINANCIAL | $53,595 | $53,595 |
| AMGEN | $51,370 | $51,370 |
| APPLE | $56,056 | $56,056 |
| AT&T | $138,815 | $138,815 |
| BANK OF NEW YORK MELLON | $102,744 | $102,744 |
| BLACKROCK | $103,648 | $103,648 |
| CAPITAL ONE FINANCIAL | $107,542 | $107,542 |
| FUCHS PETROLUB | $11,453 | $11,453 |
| HSBC HOLDING | $104,218 | $104,218 |
| ISHARES CORE TOTAL US AGGREGATE BOND | $5,183,066 | $5,183,066 |
| KINDER MORGAN | $81,782 | $81,782 |
| KROGER | $100,683 | $100,683 |
| LOWE'S COS | $121,500 | $121,500 |
| MASTERCARD | $132,651 | $132,651 |
| METLIFE | $186,011 | $186,011 |
| MORGAN STANLEY | $159,462 | $159,462 |
| MOSAIC | $106,683 | $106,683 |
| SOUTHWEST AIRLINES | $101,465 | $101,465 |
| UNITEDHEALTH GROUP | $82,762 | $82,762 |
| VALERO ENERGY | $80,915 | $80,915 |
| VERIZON COMMUNICATIONS | $110,120 | $110,120 |
| VISA | $104,491 | $104,491 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (154 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M | $49,398 | $49,398 |
| ADIDAS | $20,350 | $20,350 |
| ADOBE | $113,784 | $113,784 |
| AIA GROUP | $34,808 | $34,808 |
| AIR LIQUIDE | $11,220 | $11,220 |
| ALFA LAVAL | $13,802 | $13,802 |
| ALLIANZ | $32,562 | $32,562 |
| ALPHABET (A) | $113,848 | $113,848 |
| ALPHABET (C) | $167,128 | $167,128 |
| AMADEUS IT GROUP | $16,135 | $16,135 |
| AMBEV | $16,986 | $16,986 |
| APPLE | $463,673 | $463,673 |
| APPLIED MATERIALS | $46,390 | $46,390 |
| APTARGROUP | $7,747 | $7,747 |
| ARTISAN PARTNERS ASSET MANAGEMENT | $9,470 | $9,470 |
| ASPEN TECHNOLOGY | $25,033 | $25,033 |
| AT&T | $92,112 | $92,112 |
| ATLAS COPCO | $32,923 | $32,923 |
| ATRION | $11,272 | $11,272 |
| AUTOHOME | $32,084 | $32,084 |
| BAIDU | $20,982 | $20,982 |
| BANCO BILBAO VIZCAYA ARGENT | $24,005 | $24,005 |
| BANK OF AMERICA | $115,944 | $115,944 |
| BLACKROCK | $77,918 | $77,918 |
| BOEING | $83,069 | $83,069 |
| BRISTOL MYERS SQUIBB CO | $31,453 | $31,453 |
| BRISTOL MYERS SQUIBB CO (RIGHTS) | $1,475 | $1,475 |
| BROADCOM | $58,464 | $58,464 |
| CANADIAN NATURAL RR | $21,346 | $21,346 |
| CATERPILLAR | $33,966 | $33,966 |
| CDW | $38,424 | $38,424 |
| CELANESE | $74,488 | $74,488 |
| CHECK POINT SOFTWARE TECH | $31,291 | $31,291 |
| CHEVRON | $63,268 | $63,268 |
| CHUGAI PHARMACEUTICAL CO | $20,784 | $20,784 |
| CISCO SYSTEMS | $144,599 | $144,599 |
| CITIGROUP | $169,367 | $169,367 |
| COCA COLA | $46,494 | $46,494 |
| COGNIZANT TECH SOLUTIONS | $45,585 | $45,585 |
| COMCAST | $113,324 | $113,324 |
| CONSTELLATION BRANDS | $30,360 | $30,360 |
| CORE LABORATORIES | $1,733 | $1,733 |
| CORNING | $25,617 | $25,617 |
| CUMMINS | $37,582 | $37,582 |
| CVS HEALTH | $147,317 | $147,317 |
| DASSAULT SYSTEMES | $28,460 | $28,460 |
| DBS GROUP HOLDINGS | $27,006 | $27,006 |
| DENTSU | $10,032 | $10,032 |
| DIAGEO | $50,863 | $50,863 |
| DISCOVER FINANCIAL SERVICES | $11,875 | $11,875 |
| DONALDSON CO | $9,738 | $9,738 |
| DPS CHINA MOBILE | $15,259 | $15,259 |
| DRIL-QUIP | $13,135 | $13,135 |
| EATON | $32,205 | $32,205 |
| ELECTRONIC ARTS | $43,004 | $43,004 |
| ELI LILLY & CO | $33,515 | $33,515 |
| EPIROC AKTIEBOLAG | $12,926 | $12,926 |
| EXXON MOBIL | $70,478 | $70,478 |
| $115,966 | $115,966 | |
| FACTSET RESH SYS | $16,635 | $16,635 |
| FANUC | $9,634 | $9,634 |
| FIRST HAWAIIAN | $7,847 | $7,847 |
| FOMENTO ECONOMICO MEXICANO | $16,634 | $16,634 |
| FORTIVE | $26,355 | $26,355 |
| GENERAL MOTORS | $38,430 | $38,430 |
| GILEAD SCIENCES | $23,068 | $23,068 |
| GRACO | $21,632 | $21,632 |
| HDFC BANK | $13,815 | $13,815 |
| HENRY JACK & ASSOC | $11,071 | $11,071 |
| HOME DEPOT | $115,741 | $115,741 |
| HONEYWELL INTERNATIONAL | $76,110 | $76,110 |
| HSBC | $24,549 | $24,549 |
| ICICI BANK | $19,451 | $19,451 |
| INFINEON TECHNOLOGIES | $35,011 | $35,011 |
| ITAU UNIBANCO HOLDING | $12,362 | $12,362 |
| JOHNSON & JOHNSON | $53,972 | $53,972 |
| JPMORGAN CHASE & CO | $135,218 | $135,218 |
| KOMATSU | $8,678 | $8,678 |
| KUBOTA | $16,195 | $16,195 |
| LAM RESEARCH | $108,188 | $108,188 |
| LAS VEGAS SANDS | $100,453 | $100,453 |
| LINDE PUBLIC LIMITED COMPANY | $23,419 | $23,419 |
| LONZA GROUP | $19,598 | $19,598 |
| LOREAL | $28,905 | $28,905 |
| LUKOIL | $18,755 | $18,755 |
| M & T BANK | $3,055 | $3,055 |
| MANHATTAN ASSOCIATES | $8,055 | $8,055 |
| MANULIFE FINANCIAL | $99,928 | $99,928 |
| MARKETAXESS HOLDINGS | $22,367 | $22,367 |
| MARRIOTT INTERNATIONAL | $56,029 | $56,029 |
| MCKESSON | $22,131 | $22,131 |
| MERCK & CO | $37,289 | $37,289 |
| MICROSOFT | $318,554 | $318,554 |
| MOELIS & CO | $12,161 | $12,161 |
| MONDELEZ INTERNATIONAL | $41,861 | $41,861 |
| MORGAN STANLEY | $87,926 | $87,926 |
| NESTLE | $43,737 | $43,737 |
| NEXTERA ENERGY | $123,502 | $123,502 |
| NIKE | $51,162 | $51,162 |
| NORFOLK SOUTHERN | $62,123 | $62,123 |
| NOVOZYMES | $9,664 | $9,664 |
| OLD DOMINION FREIGHT LINES | $28,087 | $28,087 |
| PEPSICO | $30,067 | $30,067 |
| PING AN INSURANCE (GROUP) COMPANY | $19,516 | $19,516 |
| PIONEER NATURAL RESOURCES | $66,603 | $66,603 |
| PNC FINANCIAL SERVICES GROUP | $32,724 | $32,724 |
| POOL | $21,238 | $21,238 |
| PRICEMART | $11,647 | $11,647 |
| PRIMERICA | $28,593 | $28,593 |
| PRUDENTIAL FINANCIAL | $100,302 | $100,302 |
| RAYTHEON | $54,935 | $54,935 |
| RBC BEARINGS | $14,092 | $14,092 |
| RIGHTMOVE | $28,862 | $28,862 |
| RIO TINTO | $10,625 | $10,625 |
| RLI | $6,932 | $6,932 |
| ROCHE HOLDINGS | $42,774 | $42,774 |
| ROYAL DUTCH SHELL | $15,472 | $15,472 |
| S & P GLOBAL | $140,621 | $140,621 |
| SAP | $42,877 | $42,877 |
| SASOL LIMITED | $6,008 | $6,008 |
| SCHLUMBERGER | $14,713 | $14,713 |
| SCHNEIDER ELECTRIC | $14,484 | $14,484 |
| SGS | $11,164 | $11,164 |
| SIMPSON MFG | $18,052 | $18,052 |
| SONOVA HOLDING | $16,289 | $16,289 |
| SPIRIT AEROSYSTEMS | $51,745 | $51,745 |
| SYMRISE | $17,311 | $17,311 |
| SYSMEX | $13,328 | $13,328 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $50,721 | $50,721 |
| TARGET | $81,413 | $81,413 |
| TE CONNECTIVITY | $56,066 | $56,066 |
| TELEDYNE TECHNOLOGIES | $39,852 | $39,852 |
| TENCENT HOLDINGS | $15,219 | $15,219 |
| TEXAS INSTRUMENTS | $82,106 | $82,106 |
| THERMO FISHER SCIENTIFIC | $30,863 | $30,863 |
| T-MOBILE US | $39,994 | $39,994 |
| TORO | $21,830 | $21,830 |
| TORONTO DOMINION BANK ONTERIO | $33,678 | $33,678 |
| TOTAL | $71,061 | $71,061 |
| TRACTOR SUPPLY CO | $89,702 | $89,702 |
| TYSON FOODS | $49,617 | $49,617 |
| UNI CHARM | $21,474 | $21,474 |
| UNILEVER | $14,178 | $14,178 |
| UNION PACIFIC | $135,592 | $135,592 |
| UNITED PARCEL SERVICE | $65,554 | $65,554 |
| UNITEDHEALTH GROUP | $183,737 | $183,737 |
| VERIZON COMMUNICATIONS | $31,928 | $31,928 |
| VERTEX PHARMACEUTICALS | $32,842 | $32,842 |
| VIACOMCBS | $23,083 | $23,083 |
| VISA | $78,918 | $78,918 |
| WABCO HOLDINGS | $21,544 | $21,544 |
| WALT DISNEY CO | $47,728 | $47,728 |
| YANDEX | $13,047 | $13,047 |
| ZOETIS | $39,705 | $39,705 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,399,741 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,399,741 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND | FMV | $471,937 | $471,937 |
| ISHARES CORE S&P MIDCAP | FMV | $2,289,748 | $2,289,748 |
| ISHARES MSCI EAFE | FMV | $1,006,880 | $1,006,880 |
| ISHARES MSCI EMERGING MARKETS | FMV | $471,135 | $471,135 |
| ISHARES RUSSELL 2000 | FMV | $468,018 | $468,018 |
| PRINCIPAL MIDCAP FUND | FMV | $2,285,377 | $2,285,377 |
| VANGUARD 500 INDEX FUND | FMV | $5,702,393 | $5,702,393 |
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 | $806,892 | $616,361 | $190,531 | $190,531 |
| BUILDINGS & IMPROVEMENTS | $9,780,078 | $3,543,138 | $6,236,940 | $6,236,940 |
| FURNITURE & FIXTURES | $628,108 | $529,218 | $98,890 | $98,890 |
| COLLECTIONS | $4,205,005 | $0 | $4,205,005 | $4,205,005 |
| CAPITAL PROJECTS IN PROGRESS | $40,633 | $0 | $40,633 | $40,633 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX RECEIVABLE | $20,913 | $4,343 | $4,343 |
| ACCRUED INVESTMENT INCOME | $37,445 | $33,817 | $33,817 |
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 | $101,901 | $0 | $3,344 | $101,172 |
| ADMIN & OFFICE EXPENSE | $23,467 | $0 | $0 | $24,663 |
| PUBLIC RELATIONS | $29,058 | $0 | $0 | $28,764 |
| INVESTMENT EXPENSES | $5,228 | $5,228 | $5,228 | $0 |
| LOSS ON DISPOSAL OF ASSETS | $6,859 | $0 | $0 | $6,859 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM REGISTRATION | $3,344 | $3,344 |
| SALE OF COPPER SCRAP | $303 | $303 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $4,414,576 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $78,763 | BOYBookValueAmt |
| EOY Book Value | $116,103 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $101,923 | Amt |
| Net Investment Income | $101,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101,923 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $49,101 | $0 | $0 | $49,101 |
| REAL ESTATE TAXES | $896 | $0 | $0 | $896 |
| FEDERAL EXCISE TAXES | $53,910 | $0 | $0 | $0 |
| FOREIGN TAXES PAID ON DIVIDENDS | $9,499 | $9,499 | $9,499 | $0 |
Comments