JOHNSON ROCKFORD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON ROCKFORD FOUNDATION (EIN 36-3094479)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349101721
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:09:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5407 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 611250407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363094479 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON ROCKFORD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6088737753 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2132 COLLADAY POINT DRIVE | AddressLine1 |
| City | STOUGHTON | City |
| State | WI | State |
| ZIP Code | 53589 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J RICARD JOHNSON | Name |
| Title | PRESIDENT | Title |
| Phone | 6088737753 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID W PACZAK | Name |
| PTIN | P00011057 | PTIN |
| Phone | 8153997700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 514712 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 73 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 73 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12725 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12725 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -844 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 111495 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11954 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12798 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 900 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6315 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6315 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 166 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 326 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1697 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13304 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8265 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29811 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29811 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43115 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8265 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29811 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -31161 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4533 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 177769 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 231846 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 231846 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 339850 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 254613 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 277198 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4337 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4337 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 5668 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 11446 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 11446 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 125000 | OtherAssetsBOY |
| Other Assets EOY | 125000 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 646957 | TotalAssetsBOY |
| Total Assets EOY | 615796 | TotalAssetsEOY |
| Total Assets EOYFMV | 514712 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1118141 | CapitalStockBOY |
| Capital Stock EOY | 1118141 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -471184 | RetainedEarningsBOY |
| Retained Earnings EOY | -502345 | RetainedEarningsEOY |
| Total Net Assets BOY | 646957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 615796 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 646957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 615796 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 646957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -31161 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 615796 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 615796 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| COMMON STOCK | P | 2001-01-01 | 2011-12-31 | 111288 | 112339 | -1051 | -1051 |
| CAPITAL GAINS DIVIDENDS | P | 207 | 207 | 207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -844 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5105 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 638755 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.007992 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29841 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 581726 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051297 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33512 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 671317 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049920 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 807569 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047798 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 39600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 865111 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045774 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.202781 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040556 | AverageDistributionRatio |
| Net Noncharitable Assets | 525531 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 21313 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 45 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 21358 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29811 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 45 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 45 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 45 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 45 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J RICARD JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6088737753 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2132 COLLADAY POINT DRIVE | AddressLine1 |
| City | STOUGHTON | City |
| State | WI | State |
| ZIP Code | 53589 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN RICARD JOHNSON | ||||||||
| 2132 COLLADY POINT DR | STOUGHTON | WI | 53589 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| EILEEN JOHNSON | ||||||||
| 4204 ROLLING MEADOWS LN | ROCKFORD | IL | 61114 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| LYNNE WESTERHOFF | ||||||||
| 404 PALM TREE DIRVE | BRADENTON | FL | 34210 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MARGO LICARI | ||||||||
| 421 EAST LINCOLN | BELVIDERE | IL | 61008 | SECRETARY | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - - NO DIRECT CHARITABLE ACTIVITIES | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 328681 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 204853 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 533534 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 533534 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8003 | CashDeemedCharitable |
| Net Noncharitable Assets | 525531 | NetNoncharitableAssets |
| Minimum Investment Return | 26277 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26277 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 45 | TaxBasedOnInvestmentIncome |
| Total Tax | 45 | TotalTax |
| Distributable Amount Before Adj | 26232 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26232 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26232 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29811 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 29811 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 45 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 29766 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26232 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5450 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29811 | QualifyingDistributions |
| Applied To Year1 | 5450 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24361 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 1871 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AFS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| AMERICAN HEART ASSOCIATION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $50 |
| AMERICAN LUNG ASSOCIATION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| BETHEL BAPTIST CHURCH | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| BEVERLEY FARM FOUNDATION | ||||||
| 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 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| CARENET PREGNANCY CENTER | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,000 |
| CIRCUIT RIDERS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| COLONIAL BAPTIST CHURCH | ||||||
| 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 |
| FELLOWSHIP OF CHRITAN ATHLETES | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,200 |
| FIRST LOVE INTERNATIONAL | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| ILLINOIS SPECIAL OLYMPICS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $111 |
| JERUSALEM UNIVERSITY COLLEGE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $2,000 |
| KIDS AROUND THE WORLD | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| MELD | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| MISSION TO NORTH AMERICA | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $500 |
| MISSIONS & MORE | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $300 |
| NEW TRIBES MISSION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $1,900 |
| ROCKFORD AREA PREGNANCY CENTER | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $150 |
| ROCKFORD RESCUE MISSION | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| RFOCKFORD SALVATION ARMY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $400 |
| ROSCOE ANIMAL RETREAT | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $250 |
| SHALOM HOLISTIC HEALTH CENTER | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| SMILE TRAIN | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $50 |
| STANFORD UNIVERSITY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $100 |
| TRINITY INTERNATIONAL UNIVERSITY | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $14,200 |
| 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 |
| WANDEWRING WHEELS | ||||||
| AVAILABLE | ON REQUEST | IL | 61107 | NONE | CHARITABLE DONATION TO ORGANIZATIONS PURPOSE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29811 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $73 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,725 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $207 | ExclusionAmount |
| Related Or Exempt Function Income | -1051 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,005 | ExclusionAmount |
| Related Or Exempt Function Income | -1051 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11954 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $3,900 | Amount |
| Net Investment Income | 1950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SMITH BARNEY PORTFOLIO | NameOfBond |
| EOY Book Value | 4337 | EOYBookValue |
| EOYFMV | 5668 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SMITH BARNEY PORTFOLIO | NameOfStock |
| EOY Book Value | 254613 | EOYBookValue |
| EOYFMV | 277198 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/R FLORIDA CARRIBEAN BAPTIST | Description |
| BOY Book Value | 125000 | BOYBookValue |
| EOY Book Value | 125000 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COMMUNICATIONS | 715 | 0 | 0 |
| OFFICE SUPPLIES | 839 | 0 | 0 |
| FILING EXPENSES | 143 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITH BARNEY | Category |
| Amount | $6,315 | Amount |
| Net Investment Income | 6315 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $166 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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