THE TIM AND LILLIAN SOLDWEDEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND LILLIAN SOLDWEDEL FOUNDATION (EIN 37-6296318)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-12
- IRS object ID
- 202600439349100540
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T18:01:23-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376296318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIM AND LILLIAN SOLDWEDEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMA | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2026-02-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $330,578 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,965 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $23,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,677 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $145,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $210,877 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $114,241 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,082 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,390 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $267,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $330,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $267,188 | CapitalStockBOYAmt |
| Capital Stock EOY | $257,386 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $267,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $267,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $267,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $257,810 | SubtotalAmt |
| Other Decreases | $424 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 27.727 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2024-10-01 | $769 | $522 | $247 | $247 | |
| 3. ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2024-04-02 | 2024-10-01 | $280 | $266 | $14 | $14 | |
| 23.753 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2024-10-01 | $775 | $623 | $152 | $152 | |
| 31.676 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2024-10-01 | $780 | $696 | $84 | $84 | |
| 70.274 T ROWE PRICE OVERSEAS STOCK FUND-I | 2022-03-25 | 2024-10-01 | $970 | $877 | $93 | $93 | |
| 22.335 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2020-06-05 | 2024-10-01 | $598 | $411 | $187 | $187 | |
| 3.985 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-04 | 2025-01-07 | $90 | $86 | $4 | $4 | |
| 1.776 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2025-01-07 | $75 | $96 | -$21 | -$21 | |
| 11.355 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-01-04 | 2025-01-07 | $114 | $119 | -$5 | -$5 | |
| 46.474 COMMERCE BOND FUND FUND #333 | 2006-03-21 | 2025-01-07 | $814 | $835 | -$21 | -$21 | |
| 6.718 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2024-01-04 | 2025-01-07 | $345 | $282 | $63 | $63 | |
| 1.663 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2020-06-05 | 2025-01-07 | $74 | $73 | $1 | $1 | |
| 11.106 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2024-01-04 | 2025-01-07 | $355 | $345 | $10 | $10 | |
| 2.509 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-03-25 | 2025-01-07 | $49 | $51 | -$2 | -$2 | |
| 4.192 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2025-01-07 | $120 | $112 | $8 | $8 | |
| 5.035 DFA US LARGE CAP VALUE PORTFOLIO | 2024-01-04 | 2025-01-07 | $250 | $223 | $27 | $27 | |
| 66.378 DODGE & COX INCOME FUND | 2021-03-26 | 2025-01-07 | $817 | $937 | -$120 | -$120 | |
| 6.713 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2025-01-07 | $183 | $126 | $57 | $57 | |
| 5. ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2024-04-02 | 2025-01-07 | $441 | $444 | -$3 | -$3 | |
| 3.301 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2025-01-07 | $110 | $87 | $23 | $23 | |
| 9.106 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2025-01-07 | $204 | $200 | $4 | $4 | |
| 3.044 T ROWE PRICE GROWTH STOCK FUND-I | 2024-01-04 | 2025-01-07 | $325 | $257 | $68 | $68 | |
| 16.582 T ROWE PRICE OVERSEAS STOCK FUND-I | 2022-03-25 | 2025-01-07 | $210 | $207 | $3 | $3 | |
| 10.345 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2024-01-04 | 2025-01-07 | $266 | $237 | $29 | $29 | |
| 2.255 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2024-01-04 | 2025-01-07 | $152 | $114 | $38 | $38 | |
| 146.798 ARTISAN MID CAP FUND-INS | 2023-01-05 | 2025-04-02 | $5,754 | $6,466 | -$712 | -$712 | |
| 433.232 COMMERCE BOND FUND FUND #333 | 2006-03-21 | 2025-04-02 | $7,781 | $7,785 | -$4 | -$4 | |
| 50.461 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2024-01-04 | 2025-04-02 | $1,635 | $1,567 | $68 | $68 | |
| 193.508 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-03-25 | 2025-04-02 | $3,963 | $3,391 | $572 | $572 | |
| 29.561 DFA US LARGE CAP VALUE PORTFOLIO | 2024-01-04 | 2025-04-02 | $1,490 | $1,310 | $180 | $180 | |
| 623.434 DODGE & COX INCOME FUND | 2021-03-26 | 2025-04-02 | $7,880 | $8,803 | -$923 | -$923 | |
| 65.904 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2024-01-04 | 2025-04-02 | $1,733 | $1,509 | $224 | $224 | |
| 17.25 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2024-01-04 | 2025-07-02 | $915 | $724 | $191 | $191 | |
| 23.027 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2025-07-02 | $757 | $613 | $144 | $144 | |
| 14.516 FIDELITY MID CAP GROWTH INDEX FUND | 2025-04-02 | 2025-07-02 | $522 | $455 | $67 | $67 | |
| 16.462 T ROWE PRICE GROWTH STOCK FUND-I | 2024-01-04 | 2025-07-02 | $1,830 | $1,389 | $441 | $441 | |
| 344.669 T ROWE PRICE OVERSEAS STOCK FUND-I | 2025-04-02 | 2025-07-02 | $5,125 | $4,540 | $585 | $585 | |
| 984.224 T ROWE PRICE OVERSEAS STOCK FUND-I | 2024-01-04 | 2025-07-02 | $14,635 | $10,283 | $4,352 | $4,352 | |
| 10.096 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2024-01-04 | 2025-07-02 | $716 | $509 | $207 | $207 | |
| 12.931 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-04 | 2025-07-16 | $296 | $279 | $17 | $17 | |
| 34.205 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-01-04 | 2025-07-16 | $353 | $357 | -$4 | -$4 | |
| 20.467 COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F | 2025-04-02 | 2025-07-16 | $254 | $251 | $3 | $3 | |
| 121.404 COMMERCE BOND FUND FUND #333 | 2006-03-21 | 2025-07-16 | $2,161 | $2,182 | -$21 | -$21 | |
| 19.836 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2024-01-04 | 2025-07-16 | $1,064 | $833 | $231 | $231 | |
| 6.376 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2020-06-05 | 2025-07-16 | $298 | $282 | $16 | $16 | |
| 31.753 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2024-07-02 | 2025-07-16 | $1,058 | $1,037 | $21 | $21 | |
| 12.621 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2025-07-16 | $418 | $336 | $82 | $82 | |
| 14.769 DFA US LARGE CAP VALUE PORTFOLIO | 2024-07-02 | 2025-07-16 | $756 | $702 | $54 | $54 | |
| 21.301 DFA LARGE CAP INTERNATIONAL PORTFOLIO | 2025-07-02 | 2025-07-16 | $668 | $678 | -$10 | -$10 | |
| 172.923 DODGE & COX INCOME FUND | 2021-03-26 | 2025-07-16 | $2,165 | $2,442 | -$277 | -$277 | |
| 20.77 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2025-07-16 | $588 | $391 | $197 | $197 | |
| 8.19 FIDELITY MID CAP GROWTH INDEX FUND | 2025-04-02 | 2025-07-16 | $295 | $257 | $38 | $38 | |
| 2. ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2024-04-02 | 2025-07-16 | $178 | $177 | $1 | $1 | |
| 11.081 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2025-07-16 | $371 | $290 | $81 | $81 | |
| 5. JANUS HENDERSON AAA CLO ETF | 2025-07-02 | 2025-07-16 | $248 | $253 | -$5 | -$5 | |
| 40.047 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2025-07-16 | $1,020 | $879 | $141 | $141 | |
| 9.486 T ROWE PRICE GROWTH STOCK FUND-I | 2024-01-04 | 2025-07-16 | $1,073 | $800 | $273 | $273 | |
| 28.272 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2024-07-02 | 2025-07-16 | $769 | $692 | $77 | $77 | |
| 7.536 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2024-01-04 | 2025-07-16 | $544 | $380 | $164 | $164 | |
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,115 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,965 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $237 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3096761311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MAIN ST STE 100 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COMMERCE TRUST | ||||||
| 401 MAIN ST STE 100 | PEORIA | IL | 61602 | TRUSTEE | 1 | $4,190 |
| COMMERCE TRUST | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $650 |
| DR DANIELLE OWENS SUPERINTENDENT | ||||||
| 320 STADIUM DR | PEKIN | IL | 61554 | SCHOLARSHIP COMMITTEE | 1 | $0 |
| PERRY SOLDWEDEL | ||||||
| C/O COMMERCE TRUST COMPANY PO BO | CLAYTON | MO | 63105 | SCHOLARSHIP COMMITTEE | 1 | $0 |
| JOHN S SOLDWEDEL | ||||||
| C/O COMMERCE TRUST COMPANY PO BO | CLAYTON | MO | 63105 | SCHOLARSHIP COMMITTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $330,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $339,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $339,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $334,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $275 | TotalTaxAmt |
| Distributable Before Adj | $16,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,428 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $29,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,761 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $11,026 | ExcessFromYear1Amt |
| Excess From Current Year | $12,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR DANIELLE OWENS PEKIN HIGH SUPE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 STADIUM DR | AddressLine1Txt |
| City | PEKIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3094774222 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | A WRITTEN REQUEST SHOULD BE SUBMITTED TO THE PERSON LISTED ABOVE AND INCLUDE GPA, PROOF OF GRADUATION, PROOF OF ATTENDANCE OF A SPECIFIC SCHOOL, AND PROOF OF DEGREE CHOICE IN COMPLIANCE WITH THE SCHOLARSHIP. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATES OF PEKIN HIGH SCHOOL; ATTENDANCE AT A FOUR YEAR UNIVERSITY PURSUING A DEGREE IN PARKS AND RECREATION MANAGEMENT OR FINE ARTS AND THEATRE, OR ATTENDANCE AT BRADLEY UNIVERSITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY UNIVERSITY | ||||||||
| FBO JOSH KIZER | 1501 W BRADLEY AVE | PEORIA | IL | 61625 | NONE | PC | SCHOLARSHIP | $20,000 |
| ILLINOIS STATE UNIVERSITY | ||||||||
| FBO EMMA GRASSHOFF | 100 N UNIVERSITY ST | NORMAL | IL | 61761 | NONE | PC | SCHOLARSHIP | $4,000 |
| ROCKFORD COLLEGE | ||||||||
| FBO AIDEN FOREMAN | 5050 E STATE ST | ROCKFORD | IL | 61108 | NONE | PC | SCHOLARSHIP | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,565 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $424 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $15 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $65 | $65 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |
Comments