2017-06-09T14:06:34-05:00 2016-12-31 420714325 RSM US LLP 1252 BELL VALLEY ROAD SUITE 300 ROCKFORD IL 61108 990 2016-01-01 363205707 WILLIAM HOWARD CHARITABLE TRUST WILL 8159637400 1401 NORTH SECOND STREET ROCKFORD IL 61107 NATE HOWARD TRUSTEE 8159637400 2017-06-02 1 MICHAEL J SPODEN P00007977 8152317300 108.171.131.186 2017-06-02 09:51:52 CD P A3D71A141F84323A719BC747944D0E420CEEAD42 A3D71A141F84323A719BC747944D0E420CEEAD42 2016 2021-01-29 14:40:06Z NATE HOWARD 1401 NORTH SECOND STREET ROCKFORD IL 61107 624505 0 X N/A X 1983 IL TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS, WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. 5 5 0 0 0 0 10015 0 0 0 34607 22925 0 0 44622 22925 206723 123779 0 0 0 0 0 0 0 24307 21703 231030 145482 -186408 -122557 2163219 2040662 0 0 2163219 2040662 TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. 0 0 0 0 THE TRUST PROVIDES RECREATIONAL AND ATHLETIC OPPORTUNITIES TO ECONOMICALLY DISADVANTAGED CHILDREN. 78933 68404 THE TRUST PROVIDES A SAFE LOCATION FOR UNDERPRIVILEGED CHILDREN TO PLAY AND LEARN BY SUPPORTING CLUBS, COMMUNITY CENTERS, SCHOOL PROGRAMS AND LEAGUES. 63899 55375 THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL EQUIPMENT FOR HOSPITALS TO USE IN PERFORMING MEDICAL CARE. 142832 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X WAYNE SCHWALEN 8159637400 1401 NORTH SECOND STREET ROCKFORD IL 61107 X NATE HOWARD TRUSTEE 1.00 X 0 0 0 BEN HOLMSTROM TRUSTEE 1.00 X 0 0 0 DENVER BITNER TRUSTEE 1.00 X 0 0 0 GREG JURY TRUSTEE 1.00 X 0 0 0 CHARLES BOX TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 49049 49049 575456 601580 -26124 -26124 -26124 22925 -26124 0 49049 123779 123779 2650 2650 INVESTMENT ADVISOR FEES 19038 19038 MISCELLANEOUS EXPENSE 15 15 145482 142832 2650 0 65006 74503 2098213 1966159 2163219 2040662 0 0 X 0 0 0 0 2163219 2040662 2163219 2040662 2163219 2040662 -122557 0 X 0 0 0 X X 9 ROCVALE CHILDRENS HOME 362769801 7 1 8600 0 BOYS AND GIRLS ASSOCIATION OF ROCKFORD 362167840 7 1 20000 0 KEN-ROCK COMMUNITY CENTER 362204841 7 1 11510 0 SWEDISH AMERICAN CHILDREN'S HOME & AID 362167743 7 1 9500 0 GOLDIE B FLOBERG CENTER FOR CHILDREN 362167018 7 1 12000 0 WALTER LAWSON CHILDREN'S HOME 363036986 7 1 22500 0 EPILEPSY FOUNDATION 362741730 7 1 2775 0 BOOKER T WASHINGTON COMMUNITY CENTER 362200240 7 1 11894 0 YMCA 362174838 7 1 25000 0 9 123779 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 KEN-ROCK COMMUNITY CENTER 3218 11TH STREET ROCKFORD IL 61109 362204841 11510 TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL AND ATHLETIC PROGRAMS. YMCA 200 Y BLVD ROCKFORD IL 61101 362174838 25000 TO FUND THE AFTER SCHOOL PROGRAM AT WEST VIEW ELEMENTARY IN NORTHWEST ROCKFORD. ROCVALE CHILDREN'S HOME 4450 N ROCKTON AVE ROCKFORD IL 61103 362769801 8600 TO CONTINUE FUNDING THE BOY SCOUT PROGRAM. BOOKER WASHINGTON COMMUNITY CENTER 524 KENT STREET ROCKFORD IL 61102 362200240 11894 TO CONTINUE TO SUPPORT THE BASKETBALL, FOOTBALL AND CHEERLEADING SPORTS PROGRAMS FOR YOUTH. BOYS AND GIRLS ASSOCIATION OF ROCKFORD 4920 FOREST HILLS ROAD LOVES PARK IL 61111 362167840 20000 TO CONTINUE FUNDING RECREATION PROGRAMS (TEAM SPORTS) AT BLACKHAWK AND NORTHWEST COMMUNITY CENTERS. EPILEPSY FOUNDATION 321 W STATE STREET SUITE 208 ROCKFORD IL 61101 362741730 2775 TO PURCHASE BOOKS FOR "EPILEPSY AWARENESS" FOR ELEMENTARY SCHOOL CHILDREN. SWEDISH AMERICAN CHILDREN'S HOME AID 910 2ND STREET ROCKFORD IL 61104 362167743 9500 TO FUND THEIR THERAPEUTIC GAMES FOR MENTALLY AT-RISK YOUTH IN THE ROCKFORD SCHOOLS TO SUPPORT PROGRAMS THAT PROVIDE STEADY, MEANINGFUL WORK FOR ADULTS WITH DISABILITIES GOLDIE B FLOBERG CENTER FOR CHILDREN 58 WEST ROCKTON ROAD PO BOX 346 ROCKTON IL 61072 362167018 12000 TO SUPPORT PROGRAMS THAT PROVIDE OPTIONS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES WALTER LAWSON CHILDREN'S HOME 1820 WALTER LAWSON DRIVE LOVES PARK IL 61111 123456789 22500 TO SUPPORT PROGRAMS THAT PROVIDE OPTIONS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES PART I, LINE 2: THE TRUST FOLLOWS THE PROCEDURES BELOW FOR MONITORING ALL GRANTS AWARDED BY THE TRUST. EACH RECIPIENT AGENCY MUST SIGN A FORM INDICATING THAT THEY WILL USE THE GRANT MONEY SOLELY FOR THE PURPOSE INTENDED IN THE GRANT APPLICATION. ONLY WHEN THAT FORM IS RETURNED WILL THE CHECK BE ISSUED. AT THE END OF EACH CALENDAR YEAR, EACH RECIPIENT AGENCY MUST SUPPLY THE HOWARD TRUST WITH A WRITTEN REPORT AND SUPPORTING DOCUMENTATION SUCH AS PRESS CLIPPINGS, PHOTOS OR NEWS ARTICLES. THESE FOLLOW-UP DOCUMENTS DESCRIBE THE TIMETABLE AND SUMMARY OF THE PROJECT, EQUIPMENT, ACTIVITY OR PROGRAM THAT THE GRANT MONEY SUPPORTED. DURING THE YEAR, THE ADMINISTRATOR AND/OR THE TRUSTEES WILL TOUR THE FACILITIES AND SEE FIRST-HAND THE USE OF THE HOWARD TRUST GRANTS. SOMETIMES THESE VISITS ARE BY INVITATION OF THE AGENCY AND SOMETIMES, THEY ARE UNANNOUNCED CHECKS. IN FEBRUARY FOLLOWING THE COMPLETION OF THE CALENDAR YEAR, A SUMMARY REPORT IS GIVEN TO EACH TRUSTEE. THIS REPORT INCLUDES INFORMATION ON EACH GRANT THAT WAS GIVEN OUT THE PREVIOUS YEAR. THIS PROCEDURE HAS BEEN IN PLACE SINCE 1982. TRUSTEES REVIEW THIS PROCESS ON A REGULAR BASIS. FORM 990, PART VI, SECTION A, LINE 2 BEN HOLMSTROM IS EMPLOYED BY A COMPANY OWNED DIRECTLY AND INDIRECTLY BY NATE HOWARD. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BODY IS PROVIDED A COPY OF THE 990 VIA EMAIL. THE 990 IS REVIEWED AND COMMENTS ARE SUBMITTED BY EACH MEMBER. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST DISCLOSE TO THE OTHER TRUSTEES ANY CONFLICT OF INTEREST SUCH TRUSTEE OR A RELATED PARTY HAS REGARDING ANY TRANSACTION TO BE CONSIDERED BY THE TRUST. ON AN ANNUAL BASIS, EACH TRUSTEE SHALL SUBMIT A DISCLOSURE LIST ON WHICH THE TRUSTEE IDENTIFIES ALL ENTITIES IN WHICH SUCH TRUSTEE OR A RELATED PARTY IS AN EMPLOYEE, OFFICER, DIRECTOR, OR CONSULTANT TO OR IN WHICH THE TRUSTEE OR A RELATED PARTY HAS A MATERIAL FINANCIAL INTEREST. WITH RESPECT TO MEMBERS OF A TRUSTEE'S FAMILY LIVING OUTSIDE THE HOUSEHOLD, THE TRUSTEE SHALL DISCLOSE SUCH CONFLICTS OF WHICH SHE/HE HAS ACTUAL KNOWLEDGE. IN ADDITION, THE TRUSTEE SHALL ANNUALLY SIGN A STATEMENT AFFIRMING THAT HE/SHE HAS READ THE POLICY, AGREES TO COMPLY WITH THE POLICY AND ACKNOWLEDGES HE/SHE IS NOT AWARE OF ANY VIOLATIONS OR DISCLOSES ANY KNOWN VIOLATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.