2G CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- 2G CHARITABLE FOUNDATION (EIN 36-4414115)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-14
- IRS object ID
- 201101959349100205
- Schema version
- 2010v3.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T11:03:04-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCK RIVER FAMILY OFFICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3551 7TH ST STE 300 | AddressLine1 |
| City | MOLINE | City |
| State | IL | State |
| ZIP Code | 612656156 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364414115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2 G CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO SOUTH DAKOTA TRUST COMPANY LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | 2GCH | NameControl |
| Phone | 6052715132 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SOUTH DAKOTA TRUST COMPANY | Name |
| Title | Trustee | Title |
| Date Signed | 2011-06-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANNE M PYLE SCOTT | Name |
| Phone | 3097369200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 95435 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3400 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1530 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1530 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1530 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -180 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 400 | GrossSalesPrice |
| Total Revenue And Expenses | 4750 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1530 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1530 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 93 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 633 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 726 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4726 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 24 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1530 | NetInvestmentIncome |
| Adjusted Net Income | 1530 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5042 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 996 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 996 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 91431 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 92368 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 94439 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment BOY | 580 | LandBuildingAndEquipmentBOY |
| Other Assets EOY | 313 | OtherAssetsEOY |
| Total Assets BOY | 97053 | TotalAssetsBOY |
| Total Assets EOY | 93677 | TotalAssetsEOY |
| Total Assets EOYFMV | 95435 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 3400 | AccountsPayableBOY |
| Total Liabilities BOY | 3400 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 93653 | RetainedEarningsBOY |
| Retained Earnings EOY | 93677 | RetainedEarningsEOY |
| Total Net Assets BOY | 93653 | TotalNetAssetsBOY |
| Total Net Assets EOY | 93677 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 97053 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 93677 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 93653 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 24 | ExcessOfRevenueOverExpenses |
| Subtotal | 93677 | Subtotal |
| Total Net Assets Fund Balances EOY | 93677 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -180 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4484 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 75676 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05925 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3970 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 84672 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04689 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4944 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 98834 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05002 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 92303 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03467 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 68758 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.19083 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03817 | AverageDistributionRatio |
| Net Noncharitable Assets | 87732 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3348 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3363 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 15 | InvestmentIncomeExciseTax |
| Subtotal | 15 | Subtotal |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Tax Due | 15 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH DATKOTA TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6052715132 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PATRICK E BEER | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | Treasurer | 0.00 | 0 |
| CATHERINE M WOLFE | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | Secretary | 0.00 | 0 |
| LISA A WOLFE | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | VP SERVICE | 0.00 | 0 |
| ADRIANNA C BEER | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | VP FUND RAISING | 0.00 | 0 |
| ALEXANDER C BEER | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | VP GRANTS | 0.00 | 0 |
| BRIAN J WOLFE | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | President | 0.00 | 0 |
| ROCK RIVER TRUST COMPANY | ||||||
| 3551 7TH STREET SUITE 300 | MOLINE | IL | 61265 | Trustee | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 89068 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 89068 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 89068 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1336 | CashDeemedCharitable |
| Net Noncharitable Assets | 87732 | NetNoncharitableAssets |
| Minimum Investment Return | 4387 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4387 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Total Tax | 15 | TotalTax |
| Distributable Amount Before Adj | 4372 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4372 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4372 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4000 | ExpensesAndContributions |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 15 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3985 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4372 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3769 | UndistributedIncomePriorYear |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| Applied To Year1 | 3769 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 231 | AppliedToCurrentYear |
| Undistributed Income CY | 4141 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | St Bernard Project Inc | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8324 Parc Pl | AddressLine1 |
| City | Chalmette | City |
| State | LA | State |
| ZIP Code | 70043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NFP | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | ASSIST IN RELIEF WORK FOR HURRICANE KATRINA SURVIVORS | PurposeOfGrantOrContribution |
| Amount | $4,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,530 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -180 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,530 | ExclusionAmount |
| Related Or Exempt Function Income | -180 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1350 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | LOSS FROM SALE OF UNPRODUCTIVE DONATED ASSETS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 92368 | EOYBookValue |
| EOYFMV | 94439 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME RECEIVABLE | Description |
| EOY Book Value | 313 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| TAX PREPARATION FEE | 45 |
| PROFESSIONAL FEES | 588 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount |
|---|---|
| ILLINOIS CHARITY ANNUAL REPORT FILING FE | $15 |
| FOREIGN TAX PAID | $48 |
| FEDERAL INCOME FORM 990PF | $16 |
| FEDERAL INCOME FORM 4720 | $14 |
Comments