WILLIAM HOWARD CHARITABLE TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM HOWARD CHARITABLE TRUST (EIN 36-3205707)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-14
- IRS object ID
- 201221669349300007
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-14T08:29:23-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 BELL VALLEY ROAD SUITE 300 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363205707 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HOWARD CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 8159637400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH SECOND STREET | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE SCHWALEN | Name |
| Title | TRUSTEE | Title |
| Phone | 8159637400 | Phone |
| Date Signed | 2012-06-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J SPODEN | Name |
| PTIN | P00007977 | PTIN |
| Phone | 8152317300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES HOWARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH SECOND STREET | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1339795 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDING TO ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 162508 | InvestmentIncomePriorYear |
| Investment Income Current Year | 161558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 162508 | TotalRevenuePriorYear |
| Total Revenue Current Year | 161558 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 98500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 83115 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26539 | OtherExpensePriorYear |
| Other Expenses Current Year | 26573 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 125039 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109688 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 37469 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 51870 | RevenuesLessExpensesCY |
| Total Assets BOY | 2349969 | TotalAssetsBOY |
| Total Assets EOY | 2401839 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2349969 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2401839 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE FUNDING TO ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36131 | Expense |
| Grants | 28000 | Grants |
| Description | THE TRUST PROVIDES RECREATIONAL AND ATHLETIC OPPORTUNITIES TO ECONOMICALLY DISADVANTAGED CHILDREN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45244 | Expense |
| Grants | 35115 | Grants |
| Description | THE TRUST PROVIDES A SAFE LOCATION FOR UNDERPRIVILEGED CHILDREN TO PLAY AND LEARN BY SUPPORTING CLUBS, COMMUNITY CENTERS, SCHOOL PROGRAMS AND LEAGUES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25838 | Expense |
| Grants | 20000 | Grants |
| Description | THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL EQUIPMENT FOR HOSPITALS TO USE IN PERFORMING MEDICAL CARE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 107213 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE SCHWALEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8159637400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH SECOND STREET | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| CHARLES HOWARD | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| KELLY FITZ | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DENVER BITNER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MERRITT MOTT | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| CHARLES BOX | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91121 | TotalRevenueColumn |
| Exclusion | $91,121 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1248674 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1178237 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70437 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70437 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70437 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70437 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $91,121 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83115 | Total |
| Program Services | 83115 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2475 | Total |
| Management And General | 2475 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INVESTMENT ADVISOR FEES | 24043 | 24043 |
| FOREIGN TAX PAID | 55 | 55 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109688 | Total |
| Program Services | 107213 | ProgramServices |
| Management And General | 2475 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -1 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56312 | BOY |
| EOY | 87054 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2293657 | BOY |
| EOY | 2314786 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2349969 | BOY |
| EOY | 2401839 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2349969 | BOY |
| EOY | 2401839 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2349969 | BOY |
| EOY | 2401839 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2349969 | BOY |
| EOY | 2401839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 51870 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Other | X | SupportingOrg509a3Type3Other |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (11 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| YMCA | |||||
| 362174838 | 11A | 0 | 1 | 1 | $11,515 |
| ROCVALE BOY SCOUTS PROGRAM | |||||
| 362769801 | 11A | 0 | 1 | 1 | $8,600 |
| BOOKER WASHINGTON COMMUNITY CENTER | |||||
| 362200240 | 11A | 0 | 1 | 1 | $10,000 |
| BOYS AND GIRLS ASSOCIATION OF ROCKFORD | |||||
| 362167840 | 11A | 0 | 1 | 1 | $15,000 |
| KEN-ROCK COMMUNITY CENTER | |||||
| 362204841 | 11A | 0 | 1 | 1 | $10,000 |
| SWEDISH AMERICAN MEDICAL FOUNDATION | |||||
| 363097493 | 11A | 0 | 1 | 1 | $8,000 |
| BARBARA OLSON CENTER OF HOPE | |||||
| 362212474 | 11A | 0 | 1 | 1 | $0 |
| EPILEPSY FOUNDATION | |||||
| 362741730 | 11A | 0 | 1 | 1 | $0 |
| SWEDISH AMERICAN CHILDREN'S HOME & AID | |||||
| 362167743 | 11A | 0 | 1 | 1 | $0 |
| YMCA - GIGI'S PLAYHOUSE | |||||
| 272251844 | 11A | 0 | 1 | 1 | $10,000 |
| ILLINOIS GROWTH ENTERPRISES | |||||
| 362694680 | 11A | 0 | 1 | 1 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 11 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 83115 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 161558 | TotalRevenue |
| Total Expenses | 109688 | TotalExpenses |
| Excess Or Deficit For Year | 51870 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 51870 | ExcessOrDeficitPerFS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| KEN-ROCK COMMUNITY CENTER | ||||||
| 3218 11TH STREET | ROCKFORD | IL | 61109 | 362204841 | 10000 | TO CONTINUE TO SUPPORT THE YOUTH RECREATIONAL AND ATHLETIC PROGRAMS. |
| YMCA | ||||||
| 200 Y BLVD | ROCKFORD | IL | 61101 | 362174838 | 11515 | 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. |
| SWEDISH AMERICAN - PATRIOTS GATEWAY COMMUNITY CENTER | ||||||
| 1401 EAST STATE ST | ROCKFORD | IL | 61104 | 363097493 | 8000 | TO FUND SPORTS EQUIPMENT AND UNIFORMS FOR YOUTH. |
| BOOKER WASHINGTON COMMUNITY CENTER | ||||||
| 524 KENT STREET | ROCKFORD | IL | 61102 | 362200240 | 10000 | 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 | 15000 | TO CONTINUE FUNDING RECREATION PROGRAMS (TEAM SPORTS) AT BLACKHAWK AND NORTHWEST COMMUNITY CENTERS. |
| BARBARA OLSON CENTER OF HOPE | ||||||
| 3206 NORTH CENTRAL AVENUE | ROCKFORD | IL | 61101 | 362212474 | 0 | TO CONTINUE FUNDING THE HELP PROGRAM FOR TEENAGERS. |
| EPILEPSY FOUNDATION | ||||||
| 321 W STATE STREET SUITE 208 | ROCKFORD | IL | 61101 | 362741730 | 0 | TO PURCHASE BOOKS FOR "EPILEPSY AWARENESS" FOR ELEMENTARY SCHOOL CHILDREN. |
| SWEDISH AMERICAN CHILDREN'S HOME AID | ||||||
| 910 2ND STREET | ROCKFORD | IL | 61104 | 362167743 | 0 | TO FUND THEIR THERAPEUTIC GAMES FOR MENTALLY AT-RISK YOUTH IN THE ROCKFORD SCHOOLS |
| YMCA - GIGI'S PLAYHOUSE | ||||||
| 8801 N SECOND STREET SUITE 2 | MACHESNEY PARK | IL | 61115 | 272251844 | 10000 | TO SUPPORT AN AREA CALLED "LANDON'S LANDING", A SAFE AND NURTURING ENVIRONMENT WHERE KIDS WITH DOWN'S SYNDROME COME FOR OPEN PLAY |
| ILLINOIS GROWTH ENTERPRISES | ||||||
| 7200 CLINTON ROAD | LOVES PARK | IL | 61111 | 362694680 | 10000 | TO SUPPORT PROGRAMS THAT PROVIDE STEADY, MEANINGFUL WORK FOR ADULTS WITH DISABILITIES |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES HOWARD, TRUSTEE AND KELLY FITZ, TRUSTEE ARE FATHER AND DAUGHTER. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
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