JOHNSON ROCKFORD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON ROCKFORD FOUNDATION (EIN 36-3094479)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-26
- IRS object ID
- 202032399349100113
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-26T11:21:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 EAST THIRD STREET | AddressLine1Txt |
| City | STERLING | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61081 | 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 | 363094479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON ROCKFORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6082910716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 LAKE LOUISE CIRCLE NO 201 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J RICARD JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082910716 | PhoneNum |
| Signature | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L HELLER | PreparerPersonNm |
| PTIN | P00367347 | PTIN |
| Phone | 8156261277 | PhoneNum |
| Preparation | 2020-08-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.27.252.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-05 | IPDt |
| IP Tm | 12:21:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DFEAB7721A7C23F426E2A42F1C11DEA7F7398547 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $681,374 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $201,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,614 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $54,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,038 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,446 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $451,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $681,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,118,141 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,118,141 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$666,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$711,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $451,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $406,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $451,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $406,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $451,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $407,291 | SubtotalAmt |
| Other Decreases | $927 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $406,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | P | 2019-04-03 | 2019-06-19 | $7,757 | $8,312 | -$555 | -$555 |
| APACHE CORP | P | 2019-02-20 | 2019-04-26 | $3,284 | $3,395 | -$111 | -$111 |
| APPLE INC | P | 2019-04-03 | 2019-05-23 | $17,961 | $19,569 | -$1,608 | -$1,608 |
| BLACKSTONE MORTGAGE TRUST | P | 2019-07-12 | 2019-08-27 | $6,957 | $7,230 | -$273 | -$273 |
| CATERPILLAR INC | P | 2019-02-20 | 2019-03-14 | $13,248 | $13,924 | -$676 | -$676 |
| CHEVRON | P | 2019-02-20 | 2019-05-23 | $11,760 | $12,070 | -$310 | -$310 |
| CISCO SYSTEMS | P | 2019-08-19 | 2019-10-02 | $4,612 | $4,798 | -$186 | -$186 |
| CITIGROUP INC | P | 2019-07-26 | 2019-08-05 | $6,501 | $7,258 | -$757 | -$757 |
| DOW INC | P | 2019-08-13 | 2019-08-23 | $8,134 | $9,514 | -$1,380 | -$1,380 |
| EATON VANCE CORP | P | 2019-07-26 | 2019-10-02 | $4,207 | $4,606 | -$399 | -$399 |
| EXTRA SPACE STORAGE INC | P | 2019-07-12 | 2019-11-19 | $5,327 | $5,535 | -$208 | -$208 |
| HOME DEPOT INC | P | 2019-11-27 | 2019-12-11 | $40,092 | $42,230 | -$2,138 | -$2,138 |
| KIMCO REALTY CORP | P | 2019-10-08 | 2019-12-17 | $4,083 | $4,116 | -$33 | -$33 |
| KRAFT HEINZ CO | P | 2019-01-01 | 2019-08-15 | $9,965 | $12,273 | -$2,308 | -$2,308 |
| LAM RESEARCH CORP | P | 2019-01-01 | 2019-10-24 | $25,610 | $21,998 | $3,612 | $3,612 |
| PFIZER INC COM | P | 2019-01-01 | 2019-08-05 | $10,989 | $13,015 | -$2,026 | -$2,026 |
| PIMCO HIGH INCOME FUND | P | 2018-12-11 | 2019-04-02 | $2,384 | $2,488 | -$104 | -$104 |
| PRUDENTIAL FINANCIAL INC | P | 2019-01-01 | 2019-08-05 | $25,604 | $29,757 | -$4,153 | -$4,153 |
| REALTY INCOME CORP | P | 2019-01-01 | 2019-11-27 | $15,448 | $15,858 | -$410 | -$410 |
| SELECT SECTOR SPDR TRUST | P | 2019-01-01 | 2019-06-03 | $13,747 | $14,861 | -$1,114 | -$1,114 |
| SERVICE PROPERTIES TRUST | P | 2019-09-09 | 2019-11-19 | $4,732 | $4,969 | -$237 | -$237 |
| 3M COMPANY COM | P | 2019-01-01 | 2019-08-27 | $15,553 | $17,804 | -$2,251 | -$2,251 |
| WELLTOWER INC | P | 2019-10-04 | 2019-11-19 | $8,513 | $9,162 | -$649 | -$649 |
| SELECT SECTOR SPDR TRUST | P | 2018-04-16 | 2019-04-17 | $17,207 | $13,899 | $3,308 | $3,308 |
| CAPITAL GAINS DIVIDENDS | P | $61 | $61 | $61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,905 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,623 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $652,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $650,964 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $633,261 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $649,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,047 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $539,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066757 | DistributionYr5Rt |
| Total Distribution | 0.291160 | TotalDistributionRt |
| Average Distribution | 0.058232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $631,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,934 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,630 | 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 | $132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $148 | OverpaymentAmt |
| Applied To ES Tax | $148 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J RICARD JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082910716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 LAKE LOUISE CIRCLE NO 201 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN RICARD JOHNSON | ||||||||
| 200 ELLIOTT LANE | OREGON | WI | 53575 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| EILEEN JOHNSON | ||||||||
| 3470 N ALPINE ROAD | ROCKFORD | IL | 61114 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYNNE WESTERHOFF | ||||||||
| 2015 32ND AVE WEST | BRADENTON | FL | 34205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGO LICARI | ||||||||
| 7451 BELL HARBOUR DRIVE | ROCKFORD | IL | 61114 | SECRETARY | 2.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - - NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $544,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $641,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $641,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $631,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132 | TotalTaxAmt |
| Distributable Before Adj | $31,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,163 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,851 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,027 | ExcessFromYear4Amt |
| Excess From Year3 | $2,303 | ExcessFromYear3Amt |
| Excess From Year2 | $3,507 | ExcessFromYear2Amt |
| Excess From Year1 | $8,567 | ExcessFromYear1Amt |
| Excess From Current Year | $9,163 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BIBLE STUDY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $600 |
| BARNABAS INTERNATIONAL | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| BOYS & GIRLS CLUB | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| CARENET PREGNANCY CENTER | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| CHRISTIAN HEALING CENTER | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| COVENANT CHURCH-INDIA MISSIONS PROJECT | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| CROSSWORLD | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $600 |
| CRU | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $2,500 |
| DR'S WITHOUT BOARDERS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| ETHNOS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $2,100 |
| FIRST ASSEMBLY OF GOD | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,050 |
| JERUSALEM UNIVERSITY COLLEGE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $2,000 |
| JUDICIAL WATCH | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| ROCK VALLEY FOUNDATION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| ROCKFORD RESCUE MISSION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $300 |
| SALVATION ARMY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $700 |
| ST JUDES CHILDREN'S HOSPITAL | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| TRINITY EVANGELICAL DIVINITY SCHOOL | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $17,280 |
| TRINITY WESTERN UNIVERSITY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $2,000 |
| VOICE OF RETARDED | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| WEST BRADENTON BAPTIST CHURCH | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| YOUTH FOR CHRIST | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,100 |
| AMERICAN RED CROSS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| ELIJAH'S TREE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| FAIRHAVEN | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $300 |
| JESUS FILM PROJECT | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| LAKEVIEW CHURCH | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| LEADERSHIP INSTITUTE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $300 |
| MILESTONE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| NEW CANAAN SOCIETY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| WATER'S EDGE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
| Related Or Exempt Function Incm | -$14,966 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,255 | ExclusionAmt |
| Related Or Exempt Function Incm | -$14,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$711 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALLOWS THE ORGANIZATION TO CONTINUE TO GIVE TO OTHER ORGANIZATIONS |
| 4 | ALLOWS THE ORGANIZATION TO CONTINUE TO GIVE TO OTHER ORGANIZATIONS |
| 8 | ALLOWS THE ORGANIZATION TO CONTINUE TO GIVE TO OTHER ORGANIZATIONS |
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 | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN WATER WORKS | $13,553 | $36,855 |
| BANK OF AMERICA CORP | $23,279 | $35,220 |
| BRISTOL MYERS SQUIBB CO | $11,054 | $32,095 |
| ELI LILLY & CO | $17,504 | $39,429 |
| EXELON CORP | $12,194 | $13,677 |
| JP MORGAN CHASE | $27,242 | $55,760 |
| MERCK & CO | $21,726 | $45,475 |
| PROSHARES | $22,571 | $30,236 |
| PUBLICSVC ENTERPRISE GROUP | $23,368 | $29,525 |
| SELECT SECTOR SPDR TRUST FINANCIAL SELECT | $5,672 | $6,462 |
| STANLEY BLACK & DECKER | $26,761 | $132,592 |
| DEAN FOODS | $314 | $12 |
| INTEL CORP | $4,727 | $5,985 |
| MEDICAL PROPERTIES TRUST INC | $5,829 | $6,333 |
| PPL CORP | $6,243 | $7,176 |
| PROLOGIS INC | $17,795 | $17,828 |
| SPDR SERIES TRUST BLOOMBERG | $10,751 | $10,954 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN INCOME | AT COST | $14,000 | $19,414 |
| SPDR SERIES TRUST | AT COST | $15,066 | $21,514 |
| VISA | AT COST | $32,045 | $37,580 |
| MORGAN STANLEY DEP SHS REPS | AT COST | $19,948 | $22,530 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJ | Desc |
| Amt | $927 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $680 | $0 | $0 |
| OFFICE EXPENSES | $389 | $0 | $0 |
| REGISTRATIONS | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS ESTIMATES | CategoryTxt |
| Amt | $182 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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