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Nonprofiteer
← WILLIAM HOWARD CHARITABLE TRUST

Form 990 for tax year 2022

Filed by WILLIAM HOWARD CHARITABLE TRUST.

Totals

Total revenue
$122,070
Total expenses
$336,405
Contributions and grants received
$0
Grants paid
$318,745
Program service revenue
$0
Investment income
$122,070
Other revenue
$0
Total assets, end of year
$1,206,374
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,206,374
Program services expenses (Part IX)
$333,690
Management and general expenses
$2,715
Fundraising expenses
$0
Program service expenses (Part III)
$333,690

Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $30,888 · excluded $30,888

  • 7a · Gross sales of assets other than inventory

    securities $857,300

  • 7b · Less cost or other basis and sales expenses

    securities $766,118

  • 7c · Gain or loss

    securities $91,182

  • 7d · Net gain or loss

    total $91,182 · related or exempt $91,182

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $318,745 · program services $318,745

  • 11c · Fees: accounting

    total $2,700 · management and general $2,700

  • 11g · Fees: other

    total $15 · management and general $15

  • 24a · Other expenses: INVESTMENT ADVISOR FEES

    total $14,945 · program services $14,945

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $45,508 · end of year $118,122

  • 11 · Investments: publicly traded securities

    beginning of year $1,375,201 · end of year $1,088,252

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,420,709 · end of year $1,206,374

Mission and programs · 2022

Mission

TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN.

Activities or mission (Part I)

TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS, WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN.

  • TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN IN WINNEBAGO COUNTY, ILLINOIS. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDERPRIVILEGED CHILDREN IN WINNEBAGO COUNTY, ILLINOIS.

  • THE TRUST PROVIDES A SAFE LOCATION FOR RECREATION AND ATHLETIC ACTIVITIES FOR UNDERPRIVILEGED CHILDREN TO PLAY BY SUPPORTING NAMED BENEFICIARY ORGANIZATIONS THAT OPERATE NEIGHBORHOOD BOYS AND GIRLS CLUBS AND COMMUNITY CENTERS.

    Expenses $260,783 · Grants $249,103

  • THE TRUST PROVIDES FUNDS FOR SPECIALIZED MEDICAL AND ADAPTIVE EQUIPMENT FOR NAMED BENEFICIARY ORGANIZATIONS TO USE IN PROVIDING CARE FOR DISABLED CHILDREN.

    Expenses $72,907 · Grants $69,642

As filed on the 2022 return.

Listed in Part VII

  • Nate Howard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ben Holmstrom

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Denver Bitner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greg Jury

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Box

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2023
IRS schema version
2022v5.0
Source object
202321299349303142

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