Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAM BUTTERWORTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1105 8TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOLINE, IL612652947
A Employer identification number

46-4274627
B Telephone number (see instructions)

(309) 743-2700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$45,666,976J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 40,154
2 Check bullet.............
3 Interest on savings and temporary cash investments 35 35 35
4 Dividends and interest from securities... 576,684 576,540 576,540
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 804,697
b Gross sales price for all assets on line 6a 5,362,537
7 Capital gain net income (from Part IV, line 2)... 804,221
8 Net short-term capital gain......... 48,238
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,130 0 1,130
12 Total. Add lines 1 through 11........ 1,422,700 1,380,796 625,943
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 610,637 0 0 637,517
15 Pension plans, employee benefits....... 128,439 0 0 127,859
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 28,504 6,790 6,790 21,034
c Other professional fees (attach schedule).... Click to see attachment 103,763 103,763 103,763 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 119,749 7,430 7,430 58,320
19 Depreciation (attach schedule) and depletion... 286,174 0 0
20 Occupancy.............. 371,426 0 0 371,976
21 Travel, conferences, and meetings....... 276 0 0 276
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 137,982 6,749 7,879 132,105
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,786,950 124,732 125,862 1,349,087
25 Contributions, gifts, grants paid....... 19,000 19,000
26 Total expenses and disbursements. Add lines 24 and 25 1,805,950 124,732 125,862 1,368,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -383,250
b Net investment income (if negative, enter -0-) 1,256,064
c Adjusted net income (if negative, enter -0-)... 500,081
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 300 300 300
2 Savings and temporary cash investments......... 713,850 606,594 606,594
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet12,000
Less: allowance for doubtful accounts bullet     12,000 12,000
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,505 53,086 53,086
10a Investments—U.S. and state government obligations (attach schedule) 1,399,741 Click to see attachment1,252,023 1,252,023
b Investments—corporate stock (attach schedule)....... 7,455,825 Click to see attachment8,430,973 8,430,973
c Investments—corporate bonds (attach schedule)....... 7,281,032 Click to see attachment7,924,568 7,924,568
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,702,753 1,070,972 1,070,972
13 Investments—other (attach schedule).......... 12,695,488 Click to see attachment15,203,459 15,203,459
14 Land, buildings, and equipment: basis bullet16,055,415
Less: accumulated depreciation (attach schedule) bullet4,974,891 11,323,899 Click to see attachment11,080,524 11,080,524
15 Other assets (describe bullet) Click to see attachment38,160 Click to see attachment32,477 Click to see attachment32,477
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,615,553 45,666,976 45,666,976
Liabilities 17 Accounts payable and accrued expenses.......... 78,538 104,323
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment116,103 Click to see attachment309,759
23 Total liabilities (add lines 17 through 22)......... 194,641 414,082
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 42,420,912 45,252,894
29 Total net assets or fund balances (see instructions)..... 42,420,912 45,252,894
30 Total liabilities and net assets/fund balances (see instructions). 42,615,553 45,666,976
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
42,420,912
2
Enter amount from Part I, line 27a .....................
2
-383,250
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,215,232
4
Add lines 1, 2, and 3 ..........................
4
45,252,894
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,252,894
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c SECURITIES LITIGATION - MERCK & CO      
d SECURITIES LITIGATION - JPMORGAN CHASE & CO      
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 938,276   890,038 48,238
b 4,393,189   3,668,278 724,911
c 91     91
d 39     39
e 30,942     30,942
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       48,238
b       724,911
c       91
d       39
e       30,942
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 804,221
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 48,238
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 17,459
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,459
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,459
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,666
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,666
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,207
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,207 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BUTTERWORTHCENTER.COM
    14
    The books are in care ofbulletSTACY KLINGLER Telephone no.bullet (309) 743-2700

    Located atbullet1105 8TH STREETMOLINEIL ZIP+4bullet61265
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLOTTE DOEHLER-MORRISON BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    CRAIG MACK BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    DOUGAL NELSON BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    HEATHER CALVERT BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    JERI L VANDERVINNE BOARD CHAIR
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    KYLE W GOTT BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    LISA A HOLST PAST BOARD CHAIR
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    MARGARITA MOJICA BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    MARK D CHURCHILL FINANCE COMMITTEE CHAIR
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    MARY E GUY BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    MAUREEN DICKENSON SECRETARY
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    WILLIAM E BREWER VICE CHAIR
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    P J FOLEY BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    LUIS MORENO BOARD MEMBER
    1.00     		0 0 0
    1105 8TH STREET
    MOLINE,IL61265
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    STACY L KLINGLER EXECUTIVE DIRECTOR
    40.00     		97,066 18,014 0
    1105 8TH STREET
    MOLINE,IL61265
    GRETCHEN SMALL PROGRAM DIRECTOR
    40.00     		82,995 18,462 0
    1105 8TH STREET
    MOLINE,IL61265
    JANET STOFFER DIR OF OPS & ADMIN
    40.00     		72,538 12,399 0
    1105 8TH STREET
    MOLINE,IL61265
    WADE SCHOTT BUILDING SUPERVISOR
    40.00     		64,914 5,954 0
    1105 8TH STREET
    MOLINE,IL61265
    SUSAN ANDERSON COMMUNITY RELATIONS
    40.00     		53,257 17,600 0
    1105 8TH STREET
    MOLINE,IL61265
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WELLS FARGO BANK INVESTMENT MANAGEMENT FEES 103,763
    PO BOX 95021
    HENDERSON,NV890095021
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PRESERVES AND PROVIDES HISTORICAL HOMES TO NOT-FOR-PROFIT AND COMMUNITY ORGANIZATIONS AT NO COST. SEE ATTACHED GENERAL EXPLANATION. 1,143,328
    2 SPONSOR A WIDE VARIETY OF EVENTS, CONCERTS, TOURS, SCHOOL PROGRAMS, WORKSHOPS, AND OTHER EDUCATIONAL PROGRAMS. SEE ATTACHED GENERAL EXPLANATION. 205,759
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    30,355,494
    b
    Average of monthly cash balances.......................
    1b
    571,626
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,927,120
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    30,927,120
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    463,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,463,213
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,523,161
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,368,087
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    48,679
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,416,766
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,416,766
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    2014-08-04
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    500,081 582,516 560,458 578,666 2,221,721
    b 85% of line 2a ......... 425,069 495,139 476,389 491,866 1,888,463
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,416,766 1,623,495 1,627,010 1,556,630 6,223,901
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		19,000 29,000 36,500 28,000 112,500
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		1,397,766 1,594,495 1,590,510 1,528,630 6,111,401
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		1,015,441 969,412 962,195 944,379 3,891,427
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CRAIG MACK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CLEMENT T HANSON FOUNDATION-CO MOLI
    1601 RIVER DRIVE SUITE 210
    MOLINE,IL61265
    (309) 736-3800
    INFO@MOLINEFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    HIGH SCHOOL SENIORS WHO INQUIRE ABOUT THE BUTTERWORTH/DEERE-WIMAN SCHOLARSHIP TO THEIR GUIDANCE COUNSELOR ARE INSTRUCTED TO COMPLETE AN APPLICATION FOR THE LOCAL CLEM HANSON FOUNDATION SCHOLARSHIP-SINCE MEMBERS OF THAT FOUNDATION SELECT RECIPIENTS FOR BOTH FOUNDATIONS EACH YEAR DURING THEIR OWN INTERVIEW AND SELECTION PROCESS. WHEN A STUDENT APPLIES FOR A CLEM HANSON SCHOLARSHIP, HE/SHE IS SIMULTANEOUSLY APPLYING FOR A BUTTERWORTH/DEERE-WIMAN SCHOLARSHIP. A SCHOLARSHIP COMMITTEE CONSISTING OF WILLIAM BUTTERWORTH FOUNDATION ADVISORY BOARD MEMBERS FORM POLICIES AND PROGRAMS FOR ALL TRUST SCHOLARSHIPS AND MAKE RECOMMENDATIONS TO THE ADVISORY BOARD REGARDING THEIR IMPLEMENTATION. THE ENTIRE ADVISORY BOARD MUST APPROVE THE COMMITTEE'S SUGGESTIONS BY VOTE. THE BUSINESS MANAGER ADMINISTERS THE DETAILS OF SCHOLARSHIP PROGRAM THROUGH COMMUNICATION WITH RECIPIENTS, SCHOOL ADMINISTRATORS, AND UNIV FINANCIAL AID DEPTS.
    cAny submission deadlines:
    WILLIAM BUTTERWORTH FOUNDATION IS NO LONGER ACCEPTING APPLICATIONS UNDER THIS PROGRAM AS OF 2018.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOLLOWING CRITERIA ARE USED TO SELECT RECIPIENTS FOR INDIVIDUAL, HIGH SCHOOL SENIOR SCHOLARSHIPS AWARDED AT $2,000 ANNUALLY: 1. RESIDENT OF MOLINE DISTRICT 40. 2. ACADEMIC ACHIEVEMENT (AWARDS ARE NOT AUTOMATICALLY GRANTED TO STUDENTS WITH THE HIGHEST GRADE POINT AVERAGE, BUT EVIDENCE OF CONSCIENTIOUS ATTENTION TO ACADEMICS IS REQUIRED.) 3. FINANICAL NEED. 4. PARTICIPATION IN COMMUNITY SERVICE ACTIVITIES. 5. PARTICIPATION IN EXTRACURRICULAR SCHOOL ACTIVITIES. 6. PROOF OF ENROLLMENT IN AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ST AMBROSE UNIVERSITY - ATTN JIM ST
    518 WEST LOCUST STREET
    DAVENPORT,IA52803
    (563) 333-6060
    STANGLEJAMESR@SAU.EDU
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS NONPROFIT LEADERSHIP.
    cAny submission deadlines:
    DEADLINES ARE DETERMINED BY THE COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL).
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SCOTT COMMUNITY COLLEGE - ATTN LYSA
    500 BELMONT ROAD
    BETTENDORF,IA52722
    (563) 441-4063
    LHEGLAND@EICC.EDU
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS FINE ARTS OR EDUCATION.
    cAny submission deadlines:
    DEADLINES ARE DETERMINED BY THE COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL).
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    AUGUSTANA COLLEGE - ATTN JUDY SCARP
    639 38TH STREET
    ROCK ISLAND,IL61201
    (309) 794-7228
    JUDYSCARPINATO@AUGUSTANA.EDU
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS MUSIC, PERFORMING ARTS, OR FINE ARTS.
    cAny submission deadlines:
    DEADLINES ARE DETERMINED BY THE COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL).
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BLACK HAWK COLLEGE - ATTN ZENAIDA L
    6600 34TH AVENUE
    MOLINE,IL61265
    (309) 796-5052
    LANDEROSZ@BHC.EDU
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS COMMUNICATION AND FINE ARTS.
    cAny submission deadlines:
    DEADLINES ARE DETERMINED BY THE COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL).
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WESTERN ILLINOIS UNIVERSITY - ATTN
    1 UNIVERSITY CIRCLE SHERMAN HALL
    303
    MACOMB,IL614551390
    (309) 298-1808
    BL-BAINTER@WIU.EDU
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION PROCESS IS DETERMINED BY THE COLLEGE. SCHOLARSHIPS FUND POSTSECONDARY EDUCATION (FROM ENTRY THOUGH GRADUATE LEVEL, INCLUDING SOME CERTIFICATE AND PROFESSIONAL PROGRAMS) FOR QUAD CITIZENS. FUNDS ARE GIVEN DIRECTLY TO THE COLLEGE. FIELDS OF STUDY ALIGN WITH THE FOUNDATION MISSION FOCUS ON ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AND WITH THE LOCAL Q2030 INITIATIVE. SPECIFICALLY, THE FIELD SUPPORTED IS EARLY CHILDHOOD OR ELEMENTARY EDUCATION.
    cAny submission deadlines:
    DEADLINES ARE DETERMINED BY THE COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. STUDENTS MUST RESIDE IN ROCK ISLAND OR SCOTT COUNTIES. 2. STUDENTS GAINING CREDENTIALS IN THE FOUNDATION'S MISSION AREAS OF ARTS, CULTURE, EDUCATION AND CHARITABLE WORK AS DESCRIBED ABOVE. 3. STUDENTS MUST BE IN ACADEMIC GOOD STANDING (AS DEFINED BY THE SCHOOL).
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AUGUSTANA COLLEGE
    639 38TH STREET
    ROCK ISLAND,IL61201     		NONE PC SCHOLARSHIPS & CLOSE THE GAP AWARD 3,500
    CLARKE UNIVERSITY
    1550 CLARKE DRIVE
    DUBUQUE,IA52001     		NONE PC SCHOLARSHIPS 1,000
    ILLINOIS STATE UNIVERSITY
    100 N UNIVERSITY STREET
    NORMAL,IL61761     		NONE PC SCHOLARSHIPS 2,000
    INDIANA WESLEYAN UNIVERSITY
    4201 S WASHINGTON STREET
    MARION,IN46953     		NONE PC SCHOLARSHIPS 2,000
    IOWA STATE UNIVERSITY
    2433 UNION DRIVE
    AMES,IA50011     		NONE PC SCHOLARSHIPS 1,000
    LAWRENCE UNIVERSITY
    711 E JOHN STREET
    APPLETON,WI54911     		NONE PC SCHOLARSHIPS 1,000
    MOLINE HIGH SCHOOL
    3600 AVENUE OF THE CITIES
    MOLINE,IL61265     		NONE PC ENGLISH DEPARTMENT LITERATURE GRANT 2,000
    SCOTT COMMUNITY COLLEGE FOUNDATION
    500 BELMONT ROAD
    BETTENDORF,IA52722     		NONE PC SCHOLARSHIPS 2,500
    SOUTHWEST BAPTIST UNIVERSITY
    2578 138 WEST ESTEP DRIVE
    BOLIVAR,MO65613     		NONE PC SCHOLARSHIPS 1,000
    THE GREATER BETTENDORF COMMUNITY FOUNDATION
    PO BOX 425
    BETTENDORF,IA52722     		NONE PC AGAPE CENTER 500
    WESTERN ILLINOIS UNIVERSITY FOUNDATION
    3300 RIVER DRIVE
    MOLINE,IL61265     		NONE PC SCHOLARSHIPS 2,500
    Total .................................bullet 3a 19,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPROGRAM REGISTRATION         1,130
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 35  
    4 Dividends and interest from securities....     14 576,684  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 804,697  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,381,416 1,130
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,382,546
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A FEES ARE FOR EDUCATIONAL PURPOSES AND ARE RECEIVED FROM TEACHERS WHO ATTEND WORKSHOPS OR FROM COMPANIES, ORGANIZATIONS, INDIVIDUALS OR SCHOOLS WHO ATTEND TOURS OR HAVE ON-SITE PROGRAMS PROVIDED.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WILLIAM BUTTERWORTH FOUNDATION
     
    Employer identification number

    46-4274627
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WILLIAM BUTTERWORTH FOUNDATION
          		Employer identification number
    46-4274627
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    STACY KLINGLER
    4315 ASPEN HILLS CIRCLE
     
    BETTENDORF, IA52722

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CRAIG MACK FIDELITY CHARITABLE DONO
    PO BOX 770001
     
    CINCINNATI, OH45277

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WILLIAM BUTTERWORTH FOUNDATION
          		Employer identification number

    46-4274627
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WILLIAM BUTTERWORTH FOUNDATION
          		Employer identification number

    46-4274627
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX PREP FEES 28,504 6,790 6,790 21,034

    TY 2020 GeneralExplanationAttachment
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Identifier Return Reference Explanation
      FORM 990-PF, PAGE 7, PART IX-A, LINE 1 TWO HISTORIC HOMES, ONCE BELONGING TO JOHN DEERE'S DESCENDANTS, ARE NOW PRESERVED AND OPERATED BY THE WILLIAM BUTTERWORTH FOUNDATION (WBF). THEY SERVE AS YEAR-ROUND SITES FOR QUALITY EDUCATIONAL AND CULTURAL EVENTS, MEETING SPACE FOR NON-PROFIT ORGANIZATIONS, AND TOURS FOR LOCAL, NATIONAL, AND INTERNATIONAL VISTORS.VISION: A COMMUNITY THAT VALUES ITS HERITAGE, SERVES ONE ANOTHER, AND FINDS JOY IN LEARNING.MISSION: HONORING OUR HERITAGE BY SUPPORTING SERVICE, CULTURE, AND EDUCATION IN THE QUAD CITIES COMMUNITY.THE WBF PROVIDED AN ESTIMATED $81,190 IN FREE MEETING SPACE AND EQUIPMENT RESOURCES TO QUAD CITIES EDUCATIONAL AND NON-PROFIT ORGANIZATIONS. THE SITE HOSTED 1,522 HOURS OF SPACE DURING 463 EVENTS RANGING FROM STRATEGIC PLANNING RETREATS TO WORK GROUPS, AND MONTHLY MEETINGS TO SPECIAL CELEBRATIONS. THE SITE IS AVAILABLE 7 DAYS OVER 80 HOURS PER WEEK TO ACCOMODATE WORKING AND NON-WORKING MEMBERS OF ALL AGES. VARYING WIDELY IN THEIR PURPOSES, THE 136 COMMUNITY GROUPS ALL HAVE EDUCATIONAL OR CHARITABLE MISSIONS, OR SERVE BOTH FUNCTIONS FOR THE QUAD CITIES COMMUNITY AND SERVED APPROXIMATELY 3,940 ATTENDEES. ARTISTIC (21%) AND CULTURAL (38%) INTERESTS ARE THE FOCUS OF MOST GROUPS; HOWEVER THE SPACE IS AVAILABLE AT NO COST TO ANY TYPE OF COMMUNITY SERVICE OR LIFELONG LEARNING GROUP, INCLUDING SOCIAL SERVICES, HEALTH-SUPPORT, AND RECREATIONAL. OVER 70 GROUPS HAVE MET AT THE SITE FOR MORE THAN 20 YEARS, WITH A FEW GROUPS HAVING MET FOR MORE THAN 40 YEARS. THE GROUPS THAT MEET AT THE SITE SUPPORT ACTIVITIES THAT MAKE LIFE WORTH LIVING.GROUP RESERVATIONS WERE SEVERLY IMPACTED BY COVID-19 MITIGATION REQUIREMENTS THOUGHOUT 2020. MITIGATIONS REQUIRING COMPLETE CANCELLATIONS OF GROUPS OR GREATLY RESTRICTIVE MEETING CAPACITIES FOR THEIR USE OF FACILITIES REDUCED OUR SERVICE LEVELS BY 76%. WBF WAS CLOSED BY THE STATE OF ILLINOIS MARCH 21 - JUNE 1 AND NOVEMBER 20 - DECEMBER 31.ON-LINE ENGAGEMENT WITH OUR SOCIAL MEDIA PLATFORMS BECAME A FOCUS POINT THROUGHOUT THE YEAR. THROUGH THE DEVELOPMENT OF INFORMATIVE THEMATIC SERIES, WE WERE ABLE TO INVITE OUR EXTERNAL AUDIENCE IN LEARNING MORE ABOUT OR MISSION, DEERE FAMILY HISTORY, COLLECTIONS, PRESERVATION EFFORTS, AND COMMUNITY RESOURCES. OUR AUDIENCE GREW ON BOTH PLATFORMS OVER THE COURSE OF THE YEAR. FACEBOOK, GROWING AT A RATE OF 14%, CONTINUES TO BE OUR LARGEST AUDIENCE AT 2,239 LIKES AND 13,000 ENGAGEMENTS IN 2020. INSTAGRAM, THE NEWEST PLATFORM, GROWING IN AUDIENCE AT A RATE OF 24% IS NOW AT 668 FOLLOWERS AND 2,200 ENGAGEMENTS.
      FORM 990-PF, PAGE 7, PART IX-A, LINE 2 PROGRAM MISSION: PROGRAMS SPONSORED BY BUTTERWORTH CENTER & DEERE-WIMAN HOUSE NURTURE ARTISTIC EXPRESSION AND PRODUCE, PRESENT, SUPPORT, AND PRESERVE ARTS, HISTORY AND CULTURE. IN ADDITION, THE VARIETY OF EDUCATIONAL PROGRAMS ENCOURAGES LIFE-LONG LEARNING AT ALL AGE LEVELS. COLLECTIONS ARE PRESERVED TO PROLONG THEIR LIFE AND ARE UTILIZED TO SUPPORT PROGRAMS AND HONOR OUR HERITAGE.PROGRAM HIGHLIGHTS:JANUARY 1 THROUGH MARCH 14: PROGRAMS PROCEEDED AS NORMAL AND STARTED THE YEAR OFF ON A STRONG NOTE. * SCHOOL TOURS - SERVED 235 * IN-SCHOOL PROGRAMS - SERVED 234 * TOURS - SERVED 296 * EVENINGS AT BUTTERWORTH CENTER FEATURING REGGIE HARRIS - SERVED 93 * UPDATED THE BUTTERWORTH CENTER SELF-GUIDED ONLINE TOUR.MARCH 15 THROUGH JUNE 16: STAFF WENT HOME AND REGROUPED. * INITIALLY SHIFTED TO CATCHING UP ON COLLECTIONS PAPERWORK AND PREPARING FOR A FALL GRADUATE ASSISTANT. * AS THE QUARANTINE LENGTHENED, SHIFTED TO RESEARCHING NEW TECHNIQUES ON METHODS OF REACHING OUR AUDIENCES. * REVIEWED NOTES FROM COMMUNICATIONS ADVISORY COMMITTEE FOR IDEAS ON IMPROVING OUR WEBSITE. BEGAN RESEARCH AND DESIGN OF NEW ADDITIONS TO THE WEBSITE.APRIL - ADDED FEATURES: HOMES' ARCHITECTS AND DEERE FAMILY TREE.MAY - ADDED FEATURES: "TRIP WEST IN THE 1830S", KIDS ACTIVITIES, COLORING SHEETS AND WBF ART COLLECTION.JUNE - CREATED BLOG: "HISTORY BITES AT THE DEERE HOMES" WITH ONCE A MONTH ENTRIES.MARCH 15 THROUGH JUNE 16: * RESEARCHED AND CREATED DEERE FAMILY HOMES YOUTUBE CHANNEL. FIRST FEATURE "BUTTERWORTH CENTER DOCUMENTARY RESTORATION OF WINDOW BY GLASS HERITAGE". * WORKED WITH SPEAKERS AND PERFORMERS TO CREATE AND SCHEDULE ONLINE PROGRAMMING. * BEGAN PLANNING FOR OUTDOOR TOURS OF THE HOUSES AND GARDENS. * PURCHASED A PHONE STABILIZER TO ENABLE CREATION OF IN-HOUSE VIDEOS. * CREATED ON-LINE TICKETING TO MAINTAIN COVID-19 PROTOCOL FOR UPCOMING TOURS. * WORKED WITH CRR STAFF ON PROGRAM AND COLLECTION PROJECTS - INCLUDING SPANISH LANGUAGE TOURS AND AN ART TOUR FOR DEERE-WIMAN HOUSE AND BUTTERWORTH CENTER.JUNE 17 THROUGH DECEMBER 31: * JUNE 17 BEGAN OUTDOOR TOURS WEDNESDAYS, THURSDAYS AND FRIDAYS. * DURING JUNE AND EARLY JULY, YOUTUBE CHANNEL FEATURED A THREE-PART VIDEO "MISSING MOVING PALACES OF THE QUAD CITIES". * DURING JUNE AND JULY, YOUTUBE CHANNEL FEATURED MUSIC VIDEOS FROM OUR ORIGINALLY PLANNED MUSIC ON THE LAWN PERFORMERS. * YOUTUBE VIDEOS ADDED: - JULY - CREATED PLAYLISTS ON YOUTUBE CHANNEL FEATURING SHARED VIDEOS. - SEPTEMBER - "MATTIE POOLE: MOLINE BUSINESS WOMAN, DEERE-WIMAN HOUSE STAIRS PROJECT" - OCTOBER - "BUTTERWORTH CENTER & DEERE-WIMAN HOUSE NATIONAL ARCHIVES MONTH, ARTIFACT FEATURE" (NEW MONTHLY VIDEO) - NOVEMBER - "ARTIFACT FEATURE" - DECEMBER - "ARTIFACT FEATURE, VICTORIAN CHRISTMAS TRADITIONS: CHRISTMAS AT OVERLOOK AND HILLCREST, CHRISTMAS PRESENTS FROM THE PAST, CHRISTMAS AT DEERE-WIMAN HOUSE"YOUTUBE ANALYTICS FOR 2020:ORIGINAL CONTENTVIEWS WATCH TIME (HRS) SUBSCRIBERS IMPRESSIONS^2,380 167.86 56 6,470^ # OF TIMES A WBF VIDEO APPEARED ON A YOUTUBE SEARCHPLAYLISTS (SHARED CONTENT FROM OTHER SOURCES)VIEWS WATCH TIME (HRS) 94 4.37ONLINE PROGRAMS: - 08/26 - CHARLES DARWIN, PARTNERSHIP WITH WQPT PBS - 08/27 - MATTIE POOLE: MOLINE BUSINESS WOMAN, SPONSORED BY THE MOLINE PUBLIC LIBRARY - 10/04 - ELIZABETH CADY STANTON - 10/22 - ALICE PAUL: SUFFRAGETTE - MATTIE POOLE PRESENTED TO AAUW - 12/01 - VICTORIAN CHRISTMAS TRADITIONS, SPONSORED BY MOLINE PUBLIC LIBRARYTOURS 2020: * GUIDED TOURS - INDIVIDUALS AND BUS GROUPS 536 PARTICIPANTS - OUTDOOR - JUNE 17 THROUGH AUGUST 31 - INDOOR - JANUARY 1 THROUGH EARLY MARCH 13 AND JULY 15 THROUGH NOVEMBER 20 - ADDED FIRST SUNDAY OF THE MONTH TOURS IN OCTOBER, IN ADDITION TO JULY AND AUGUST SUNDAY TOURS. - TRAINED TWO CRRS TO CONDUCT OUTDOOR TOURS.DEEP CLEANING:THE HOUSEKEEPING STAFF DO AN EXCELLENT JOB OF CLEANING THE BUILDINGS AND PREPARING THEM FOR COMMUNITY USE AND PROGRAMS. A DEEP CLEANING ENABLES STAFF TO MORE THOROUGHLY CLEAN SPACES TO HELP PROLONG THE LIFE OF ARTIFACTS. IN ADDITION, DOCUMENTATION DURING DEEP CLEANING LEADS TO A MORE DETAILED PRESERVATION PLAN FOR THE FUTURE. * STAFF COMPLETED A DEEP CLEAN OF THE DEERE-WIMAN HOUSE DINING ROOM, THE FLIGHT OF STAIRS FROM FIRST FLOOR TO SECOND FLOOR AT DEERE-WIMAN HOUSE AND THE ORGAN HALLWAY AT BUTTERWORTH CENTER IN JANUARY THROUGH MARCH. * NEW RUG PADS INSTALLED IN DEEP CLEANING AREAS AND SECOND FLOOR HALLWAY OF BWC. * STAFF DEVELOPED A PLAN FOR DEEP CLEANING THE DEERE-WIMAN HOUSE LIBRARY IN JANUARY 2021.COLLECTIONS CARE:COLLECTIONS CARE AND DOCUMENTATION LEAD TO STRONGER AND RICHER SOURCES FOR PROGRAMS. IN ADDITION COLLECTIONS CARE PRESERVES DEERE HERITAGE. * PORTRAITS OF CHARLES AND PATTIE WIMAN CLEANED * PROCESSED OVER 1,000 PHOTOGRAPHS * PROCESSED DONATION OF SHEET MUSIC * UPLOADED DATA OF OVER 100 ARTIFACTS INTO PAST PERFECT COLLECTIONS DATA BASE. THIS WILL ENABLE BETTER SEARCHING CAPABILITIES FOR ITEMS USED IN PROGRAMMING AND EDUCATIONAL MATERIALS. * REVIEWED HISTORIC FURNISHINGS PLAN (HFP) FOR DWH. INTERVIEWED GRADUATE ASSISTANT APPLICANTS FOR FALL 2020 HFP PROJECT. * WIU STUDENT, REBECCA CASE BEGAN WORK ON HFP IN FALL. * WITH VOLUNTEER'S HELP, CLEANED AND REORGANIZED BASEMENT STORAGE ROOM AT BWC. * WITH VOLUNTEER'S HELP, REMOVED ITEMS FROM DWH ATTIC AND BEGAN INVENTORY OF ITEMS. * WITH VOLUNTEER'S HELP, PROCESSED ITEMS - REHOUSING TO PROLONG LIFE OF ARTIFACTS. * WITH VOLUNTEERS' HELP, SELECTED, CLEANED AND RESEARCHED ITEMS IN PREPARING THE EXHIBIT "CHRISTMAS PRESENTS FROM THE PAST" FOR THE CHRISTMAS AT DEERE-WIMAN HOUSE EVENT. * MENTORED MHS STUDENT THROUGH VOLUNTEER PROJECTS TO SHOW OPPORTUNITIES IN HISTORY, PRESERVATION AND MUSEUM FIELD.TOTAL PEOPLE DIRECTLY SERVED BY PROGRAMS AND SPECIAL EVENTS: 1,289

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE 83,557 83,557
    AMERIPRISE FINANCIAL 55,108 55,108
    APPLE 157,925 157,925
    AT&T 150,734 150,734
    BANK OF AMERICA 50,661 50,661
    BANK OF NEW YORK MELLON 102,117 102,117
    BLACKROCK 104,338 104,338
    CAPITAL ONE FINANCIAL 115,240 115,240
    CATERPILLAR 82,676 82,676
    FUCHS PETROLUB 7,200 7,200
    HOME DEPOT 144,215 144,215
    ISHARES CORE TOTAL US AGGREGATE BOND 5,161,948 5,161,948
    KINDER MORGAN 87,957 87,957
    KROGER 109,230 109,230
    LOWE'S COS 128,356 128,356
    MASTERCARD 136,971 136,971
    METLIFE 213,399 213,399
    MORGAN STANLEY 166,173 166,173
    PEPSICO 193,186 193,186
    SOUTHWEST AIRLINES 103,226 103,226
    TORONTO-DOMINION BANK 100,374 100,374
    UNITEDHEALTH GROUP 148,621 148,621
    VALERO ENERGY 84,376 84,376
    VERIZON COMMUNICATIONS 120,552 120,552
    VISA 116,428 116,428

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADIDAS 20,129 20,129
    ADOBE 45,011 45,011
    AIA GROUP 41,613 41,613
    AIR LIQUIDE 11,084 11,084
    ALFA LAVAL 12,584 12,584
    ALLIANZ 30,517 30,517
    ALPHABET (A) 105,158 105,158
    ALPHABET (C) 218,985 218,985
    AMBEV 14,312 14,312
    APPLE 677,515 677,515
    APTARGROUP 9,172 9,172
    ARTISAN PARTNERS ASSET MANAGEMENT 13,441 13,441
    ASPEN TECHNOLOGY 24,487 24,487
    AT&T 67,787 67,787
    ATLAS COPCO 37,595 37,595
    ATRION 8,349 8,349
    AUTOHOME 36,262 36,262
    BANCO BILBAO VIZCAYA ARGENT 17,759 17,759
    BANK OF AMERICA 58,407 58,407
    BLACKROCK 111,839 111,839
    BOEING 100,608 100,608
    BROADCOM 81,002 81,002
    CANADIAN NATURAL RR 13,182 13,182
    CATERPILLAR 41,864 41,864
    CELANESE 78,614 78,614
    CHECK POINT SOFTWARE TECH 28,177 28,177
    CHUGAI PHARMACEUTICAL CO 26,520 26,520
    CISCO SYSTEMS 134,921 134,921
    CITIGROUP 130,719 130,719
    COCA COLA 18,371 18,371
    COGNIZANT TECH SOLUTIONS 60,233 60,233
    COMCAST 132,048 132,048
    CUMMINS 47,691 47,691
    CVS HEALTH 109,826 109,826
    DASSAULT SYSTEMES 37,068 37,068
    DBS GROUP HOLDINGS 31,181 31,181
    DIAGEO 95,604 95,604
    DONALDSON CO 9,444 9,444
    DRIL-QUIP 7,523 7,523
    EATON 64,275 64,275
    ELECTRONIC ARTS 112,726 112,726
    ELI LILLY & CO 115,656 115,656
    EPIROC AKTIEBOLAG 16,726 16,726
    FACEBOOK 30,048 30,048
    FACTSET RESH SYS 18,620 18,620
    FANUC 10,444 10,444
    FIRST HAWAIIAN 26,740 26,740
    FOMENTO ECONOMICO MEXICANO 16,972 16,972
    GILEAD SCIENCES 20,682 20,682
    GRACO 27,348 27,348
    HDFC BANK 13,585 13,585
    HENRY JACK & ASSOC 11,177 11,177
    HOME DEPOT 79,686 79,686
    HONEYWELL INTERNATIONAL 65,937 65,937
    ICICI BANK 15,885 15,885
    INFINEON TECHNOLOGIES 54,047 54,047
    ITAU UNIBANCO HOLDING 19,043 19,043
    JOHNSON & JOHNSON 58,231 58,231
    JPMORGAN CHASE & CO 189,970 189,970
    KOMATSU 16,028 16,028
    KUBOTA 19,530 19,530
    LAM RESEARCH 174,740 174,740
    LAS VEGAS SANDS 86,718 86,718
    LINDE PUBLIC LIMITED COMPANY 17,655 17,655
    LONZA GROUP 31,399 31,399
    LOREAL 35,638 35,638
    LUKOIL 10,938 10,938
    MANHATTAN ASSOCIATES 20,720 20,720
    MANULIFE FINANCIAL 125,186 125,186
    MERCK & CO 82,618 82,618
    MICROSOFT 519,351 519,351
    MOELIS & CO 16,366 16,366
    MONDELEZ INTERNATIONAL 76,596 76,596
    MORGAN STANLEY 32,894 32,894
    NESTLE 24,738 24,738
    NEXTERA ENERGY 57,091 57,091
    NIKE 113,883 113,883
    NORFOLK SOUTHERN 39,206 39,206
    NOVOZYMES 9,302 9,302
    PING AN INSURANCE (GROUP) COMPANY 17,713 17,713
    POOL 33,898 33,898
    PRICEMART 13,572 13,572
    PRIMERICA 26,652 26,652
    RAYTHEON TECHNOLOGIES 90,675 90,675
    RBC BEARINGS 14,502 14,502
    RIGHTMOVE 27,942 27,942
    RIO TINTO 23,694 23,694
    RLI 14,164 14,164
    ROCHE HOLDINGS 31,389 31,389
    ROYAL DUTCH SHELL 12,705 12,705
    S & P GLOBAL 119,987 119,987
    SAP 39,508 39,508
    SCHNEIDER ELECTRIC 28,921 28,921
    SGS 9,932 9,932
    SIMPSON MFG 19,251 19,251
    SONOVA HOLDING 16,389 16,389
    SYMRISE 19,660 19,660
    SYSMEX 20,752 20,752
    TAIWAN SEMICONDUCTOR MANUFACTURING 55,828 55,828
    TARGET 112,097 112,097
    TE CONNECTIVITY 70,826 70,826
    TELEDYNE TECHNOLOGIES 41,158 41,158
    TENCENT HOLDINGS 29,475 29,475
    TEXAS INSTRUMENTS 75,500 75,500
    THERMO FISHER SCIENTIFIC 44,249 44,249
    TORO 23,805 23,805
    TORONTO DOMINION BANK ONTERIO 33,852 33,852
    TOTAL 53,854 53,854
    TRACTOR SUPPLY CO 85,754 85,754
    UNI CHARM 27,734 27,734
    UNILEVER 119,332 119,332
    UNION PACIFIC 156,165 156,165
    UNITED PARCEL SERVICE 94,304 94,304
    UNITEDHEALTH GROUP 241,969 241,969
    VERIZON COMMUNICATIONS 30,550 30,550
    VISA 107,178 107,178
    WALT DISNEY CO 59,789 59,789
    YANDEX 10,994 10,994
    ACUSHNET HOLDINGS 22,054 22,054
    BOOKING HOLDINGS 100,227 100,227
    INTERPUBLIC GROUP COS 71,971 71,971
    HAIN CELESTIAL GROUP 70,263 70,263
    SYSCO 138,124 138,124
    BLACKSTONE GROUP 99,483 99,483
    AMGEN 72,425 72,425
    EMCOR GROUP 25,060 25,060
    WASTE MANAGEMENT 73,706 73,706
    WATTS WATER TECHNOLOGIES 20,324 20,324
    FIDELITY NATIONAL INFORMATION SERVICES 58,706 58,706
    ADYEN 52,014 52,014
    ALCON 14,582 14,582
    ALIBABA GROUP HOLDING 13,731 13,731
    FLEX 80,371 80,371
    GARMIN 93,335 93,335
    MEDTRONIC 121,240 121,240
    NIROTI HOLDINGS CO 12,517 12,517
    SHIONOGI & CO 10,124 10,124

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    US Government Securities - End of Year Book Value:

    1,221,662
    US Government Securities - End of Year Fair Market Value:

    1,221,662
    State & Local Government Securities - End of Year Book Value:


    30,361
    State & Local Government Securities - End of Year Fair Market Value:


    30,361


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO OPPENHEIMER DEVELOPING MARKETS FUND FMV 424,829 424,829
    ISHARES CORE S&P MIDCAP FMV 2,987,790 2,987,790
    ISHARES MSCI EAFE FMV 1,138,176 1,138,176
    ISHARES MSCI EMERGING MARKETS FMV 424,986 424,986
    ISHARES RUSSELL 2000 FMV 607,786 607,786
    PRINCIPAL MIDCAP FUND FMV 2,854,780 2,854,780
    VANGUARD 500 INDEX FUND FMV 6,741,428 6,741,428
    FTI CONSULTING FMV 23,684 23,684

    TY 2020 LandEtcSchedule2
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 551,900 0 551,900 551,900
    LAND IMPROVEMENTS 822,786 634,992 187,794 187,794
    BUILDINGS & IMPROVEMENTS 9,820,096 3,798,057 6,022,039 6,022,039
    FURNITURE & FIXTURES 628,108 541,842 86,266 86,266
    COLLECTIONS 4,199,125 0 4,199,125 4,199,125
    CAPITAL PROJECTS IN PROGRESS 33,400 0 33,400 33,400


    TY 2020 OtherAssetsSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL EXCISE TAX RECEIVABLE 4,343 0 0
    ACCRUED INVESTMENT INCOME 33,817 32,477 32,477


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAMS AND OUTREACH 71,247 0 1,130 69,792
    ADMINISTRATIVE & OFFICE 23,290 0 0 23,290
    PUBLIC RELATIONS 30,816 0 0 33,143
    INVESTMENT EXPENSES 6,749 6,749 6,749 0
    LOSS ON DISPOSAL OF ASSETS 5,880 0 0 5,880


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM REGISTRATION 1,130   1,130


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 3,215,232


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Description Beginning of Year - Book Value End of Year - Book Value
    CURRENT FEDERAL EXCISE TAX 0 4,964
    DEFERRED FEDERAL EXCISE TAX 116,103 160,795
    REFUNDABLE ADVANCES (PPP LOAN) 0 144,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES (WELLS FARGO & CO) 103,763 103,763 103,763 0


    TY 2020 SubstantialContributorsSch
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Name Address
    STACY KLINGLER 4315 ASPEN HILLS CIRCLE
    BETTENDORF,IA52722
    CRAIG MACK PO BOX 770001
    CINCINNATI,OH45277


    TY 2020 TaxesSchedule
    Name:
    WILLIAM BUTTERWORTH FOUNDATION
    EIN:
    46-4274627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 46,366 0 0 46,366
    REAL ESTATE TAXES 954 0 0 954
    FEDERAL EXCISE TAXES 64,999 0 0 11,000
    FOREIGN TAXES PAID ON DIVIDENDS 7,430 7,430 7,430 0