2011-05-16T08:15:50-05:00 2010-12-31 RSM MCGLADREY INC 1252 BELL VALLEY ROAD SUITE 300 ROCKFORD IL 61108 990 2010-01-01 363205707 WILLIAM HOWARD CHARITABLE TRUST WILL 8159637400 1401 NORTH SECOND STREET ROCKFORD IL 61107 WAYNE SCHWALEN 8159637400 2011-04-29 1 MICHAEL J SPODEN 8152317300 2010 2016-02-24 21:20:13Z CHARLES HOWARD 1401 NORTH SECOND STREET ROCKFORD IL 61107 932006 0 X N/A X 1983 IL 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. 5 5 0 5 0 0 0 0 0 0 -144970 162508 -24 0 -144994 162508 80015 98500 0 0 0 0 0 0 0 31234 26539 111249 125039 -256243 37469 2312500 2349969 0 0 2312500 2349969 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. 0 0 31745 25500 THE TRUST PROVIDES RECREATIONAL AND ATHLETIC OPPORTUNITIES TO ECONOMICALLY DISADVANTAGED CHILDREN. 46809 37600 THE TRUST PROVIDES A SAFE LOCATION FOR UNDERPRIVILEGED CHILDREN TO PLAY AND LEARN BY SUPPORTING CLUBS, COMMUNITY CENTERS, SCHOOL PROGRAMS AND LEAGUES. 44070 35400 THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL EQUIPMENT FOR HOSPITALS TO USE IN PERFORMING MEDICAL CARE. 122624 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X WAYNE SCHWALEN 8159637400 1401 NORTH SECOND STREET ROCKFORD IL 61107 X CHARLES HOWARD 1.00 X 0 0 0 KELLY FITZ 1.00 X 0 0 0 DENVER BITNER 1.00 X 0 0 0 MERRITT MOTT 1.00 X 0 0 0 CHARLES BOX 1.00 X 0 0 0 0 0 0 0 0 0 0 0 134396 134396 797610 769498 28112 28112 28112 162508 28112 0 134396 98500 98500 2400 2400 INVESTMENT ADVISOR FEES 23671 23671 FOREIGN TAX PAID 453 453 FILING FEE 15 15 125039 122624 2415 0 52205 56312 2260295 2293657 2312500 2349969 0 0 X 0 0 0 0 2312500 2349969 2312500 2349969 2312500 2349969 37469 X 0 0 0 X X X 0 0 0 YMCA 362174838 11A 0 1 1 14000 ROCVALE BOY SCOUTS PROGRAM 362769801 11A 0 1 1 8600 BOOKER WASHINGTON COMMUNITY CENTER 362200240 11A 0 1 1 8000 BOYS AND GIRLS ASSOCIATION OF ROCKFORD 362167840 11A 0 1 1 15000 KEN-ROCK COMMUNITY CENTER 362204841 11A 0 1 1 10000 SWEDISH AMERICAN MEDICAL FOUNDATION 363097493 11A 0 1 1 7500 BARBARA OLSON CENTER OF HOPE 362212474 11A 0 1 1 10000 EPILEPSY FOUNDATION 362741730 11A 0 1 1 900 SWEDISH AMERICAN CHILDREN'S HOME & AID 362167743 11A 0 1 1 9000 YMCA - GIGI'S PLAYHOUSE 272251844 11A 0 1 1 15500 10 98500 0 162508 125039 37469 37469 1 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 14000 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 7500 TO FUND SPORTS EQUIPMENT AND UNIFORMS FOR YOUTH. BOOKER WASHINGTON COMMUNITY CENTER 524 KENT STREET ROCKFORD IL 61102 362200240 8000 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 FOR HOPE 3206 NORTH CENTRAL AVENUE ROCKFORD IL 61101 362212474 10000 TO CONTINUE FUNDING THE HELP PROGRAM FOR TEENAGERS. EPILEPSY FOUNDATION 321 W STATE STREET SUITE 208 ROCKFORD IL 61101 362741730 900 TO PURCHASE BOOKS FOR "EPILEPSY AWARENESS" FOR ELEMENTARY SCHOOL CHILDREN. SWEDISH AMERICAN CHILDREN'S HOME AID 910 2ND STREET ROCKFORD IL 61104 362167743 9000 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 15500 TO SUPPORT AN AREA CALLED "LANDON'S LANDING", A SAFE AND NURTURING ENVIRONMENT WHERE KIDS WITH DOWN'S SYNDROME COME FOR OPEN PLAY PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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.