Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RAUCH FAMILY FOUNDATION I INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1800 3RD AVENUE 302
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCK ISLAND, IL61201
A Employer identification number

36-3569965
B Telephone number (see instructions)

(309) 948-3403
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,240,240
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1 1 1
4 Dividends and interest from securities... 31,240 31,240 31,240
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,918
b Gross sales price for all assets on line 6a 326,181
7 Capital gain net income (from Part IV, line 2)... 47,918
8 Net short-term capital gain.........  
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)....... 9,355 9,355  
12 Total. Add lines 1 through 11........ 88,514 88,514 31,241
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,995     1,995
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... -137 -137    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,500 2,921   10,579
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,358 2,784   12,574
25 Contributions, gifts, grants paid....... 59,450 59,450
26 Total expenses and disbursements. Add lines 24 and 25 74,808 2,784   72,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,706
b Net investment income (if negative, enter -0-) 85,730
c Adjusted net income (if negative, enter -0-)... 31,241
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 8,457 1,071 1,071
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,074,238 Click to see attachment
List of Attached Documents:
// Content
1,093,330
1,239,169
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
2,000
 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,082,695 1,096,401 1,240,240
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,082,695 1,096,401
29 Total net assets or fund balances (see instructions)..... 1,082,695 1,096,401
30 Total liabilities and net assets/fund balances (see instructions). 1,082,695 1,096,401
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
1,082,695
2
Enter amount from Part I, line 27a .....................
2
13,706
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,096,401
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,096,401
Form 990-PF (2023)
Form 990-PF (2023)
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 1.534 MID-CAP GROWTH FUND P 2020-01-01 2023-09-05
b 96.265 PRIMECAP FUND ADMIRAL P 2020-01-01 2023-09-05
c 69.407 SHORT-TERM INVEST-GR ADM P 2020-01-01 2023-02-02
d 67.872 STRATEGIC EQUITY FUND P 2020-01-01 2023-09-05
e 159.444 TOT INTL STOCK IX INST P 2020-01-01 2023-09-05
211.405 TOTAL STOCK MKT IDX ADM P 2020-01-01 2023-09-05
94.326 WINDSOR II FUND ADM P 2020-01-01 2023-09-05
4.189 MID-CAP GROWTH FUND P 2023-01-01 2023-12-18
1592.289 MID-CAP GROWTH FUND P 2020-01-01 2023-12-18
73.122 SHORT-TERM INVEST-GR ADM P 2020-01-01 2023-05-04
77.102 SHORT-TERM INVEST-GR ADM P 2020-01-01 2023-08-03
71.068 SHORT-TERM INVEST-GR ADM P 2020-01-01 2023-11-02
1051.295 STRATEGIC EQUITY FUND P 2020-01-01 2023-12-18
1.146 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
35.969 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
38.116 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
80.237 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
64.987 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
422.819 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
36.763 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
25.701 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
29.552 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
704.698 TOT INTL STOCK IX INST P 2020-01-01 2023-12-18
65.745 TOTAL STOCK MKT IDX ADM P 2020-01-01 2023-12-18
(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 34   37 -3
b 15,276   11,919 3,357
c 702   744 -42
d 2,274   2,173 101
e 18,988   16,490 2,498
22,982   12,652 10,330
6,945   5,992 953
96   102 -6
36,639   38,759 -2,120
742   783 -41
770   826 -56
706   760 -54
37,721   33,661 4,060
139   119 20
4,365   3,732 633
4,625   3,955 670
9,737   8,326 1,411
7,886   6,743 1,143
51,309   43,874 7,435
4,461   3,815 646
3,119   2,667 452
3,586   3,066 520
85,515   73,122 12,393
7,564   3,946 3,618
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       -3
b       3,357
c       -42
d       101
e       2,498
      10,330
      953
      -6
      -2,120
      -41
      -56
      -54
      4,060
      20
      633
      670
      1,411
      1,143
      7,435
      646
      452
      520
      12,393
      3,618
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 47,918
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 -6
Part V
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 right arrow 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) 1 1,192
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 1,192
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,192
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,608
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,600 Refundedright arrow 11 8
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowGARY ROWE Telephone no.right arrow (309) 948-3403

Located atright arrow1800 3RD AVENUE 302ROCK ISLANDIL ZIP+4right arrow612018019
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
MARK SCHWIEBERT President
0.25
0    
1800 3RD AVENUE SUITE 302
ROCK ISLAND,IL612018019
LASHANTA WILLIAMS Secretary
0.25
0    
1800 3RD AVENUE SUITE 302
ROCK ISLAND,IL612018019
GARY ROWE Executive Dir.
2.00
0    
1800 3RD AVENUE SUITE 302
ROCK ISLAND,IL612018019
WILLIAM STENGEL Vice President
0.25
0    
1800 3RD AVENUE SUITE 302
ROCK ISLAND,IL612018019
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
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 NONE 0
2  
3  
4  
Part VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,178,774
b
Average of monthly cash balances.......................
1b
4,803
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,183,577
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
 
3
Subtract line 2 from line 1d.........................
3
1,183,577
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,165,823
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
58,291
Part X
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 IX, line 6..................
1
58,291
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,192
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,192
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
57,099
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
57,099
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
57,099
Part XI
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
72,024
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
72,024
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 57,099
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 18,659
b From 2019...... 13,243
c From 2020...... 8,730
d From 2021......  
e From 2022...... 11,588
f Total of lines 3a through e ........ 52,220
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 72,024
a Applied to 2022, 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)........
0
d Applied to 2023 distributable amount..... 57,099
e Remaining amount distributed out of corpus 14,925
5 Excess distributions carryover applied to 2023.    
(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 67,145
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
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 2018 not
applied on line 5 or line 7 (see instructions) ...
18,659
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
48,486
10 Analysis of line 9:
a Excess from 2019.... 13,243
b Excess from 2020.... 8,730
c Excess from 2021....  
d Excess from 2022.... 11,588
e Excess from 2023.... 14,925
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
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) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RAUCH FAMILY FOUNDATION I INC
1800 3RD AVENUE SUITE 302
ROCK ISLAND,IL612018019
(309) 948-3403
bThe form in which applications should be submitted and information and materials they should include:
NO STANDARD FORM REQUIRED. SUBMIT LETTER WITH ALL PERTINENT INFORMATION FOR REQUEST.
cAny submission deadlines:
MAY 1 ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EXCLUSIVELY FOR ANY QUALIFIED ORGANIZATION IN THE METRO QUAD-CITIES, PARTICULARLY ROCK ISLAND,IL.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
AZUBUIKE COUNCIL FOR THE ARTS


PO BOX 4501
DAVENPORT,IA52801
  PC FILM WATCH SERIES 2,000
CHRISTIAN CARE


2209 3RD AVENUE
ROCK ISLAND,IL61201
  PC PLAYGROUND EQUIPMENT FOR MARTHA'S HOUSE 900
CHRISTIAN FRIENDLINESS


3928 12TH AVENUE
MOLINE,IL61265
  PC SUMMER CAMP EXPERIENCE FOR AT-RISK ROCK ISLAND YOUTH 1,500
COMMUNITY CARING CONFERENCE


1114 12TH STREET
ROCK ISLAND,IL61201
  PC ORGANIZING ROCK ISLAND RESIDENTS 1,000
FIGGE ART MUSEUM


225 W 2ND STREET
DAVENPORT,IA52801
  PC "BIG PICTURE" ART ENGAGEMENT IN ROCK ISLAND SCHOOLS 2,000
FRESH FILMS INC


639 38TH AVENUE
ROCK ISLAND,IL61201
  PC WORKFORCE DEVELOPMENT AND CAREER PATHWAYS FOR ROCK ISLAND YOUTH 1,000
GENESIUS GUILD


1120 40TH STREET
ROCK ISLAND,IL61201
  PC COSTUMING FOR THE 2024 SEASON 1,000
HEART OF HOPE MINISTRIES


1740 9TH AVENUE
ROCK ISLAND,IL61201
  PC PROGRAM SUPPORT 2,000
MARTIN LUTHER KING CENTER


630 9TH STREET
ROCK ISLAND,IL61201
  PC AWARDS PROGRAM 1,000
NAHANT MARSH EDUCATION CENTER


4220 WAPELLO AVENUE
DAVENPORT,IA52802
  PC INTRODUCING ROCK ISLAND REFUGEE YOUTH TO CAREERS IN STEM 1,000
NARRATIVES


2623 5TH AVENUE STE 101
ROCK ISLAND,IL61201
  PC CREATING A SPACE TO GATHER AND GROW 1,000
PRAIRIE STATES LEGAL SERVICES


303 N MAIN ST STE 600
ROCKFORD,IL61101
  PC OPERATIONS FUNDING FOR ROCK ISLAND OFFICE 2,500
QUAD CITY ARTS


1715 2ND AVENUE
ROCK ISLAND,IL61201
  PC 2023-2024 VISITING ARTISTS SERIES 2,000
QUAD CITY SYMPHONY ORCHESTRA


327 BRADY STREET
DAVENPORT,IA52801
  PC QSCO EDUCATION ENGAGEMENT IN ROCK ISLAND 1,000
ROCK ISLAND MILAN EDUCATION FOUNDAT


2101 6TH AVENUE
ROCK ISLAND,IL61201
  PC PRIME GRANTS 5,000
TAPESTRY FARMS


3009 GRAND AVENUE
DAVENPORT,IA52803
  PC FOOD ASSISTANCE FOR ROCK ISLAND REFUGEE FAMILIES 500
TRINITY COLLEGE OF NURSING


2701 17TH STREET
ROCK ISLAND,IL61201
  PC SCHOLARSHIPS FOR UNDERREPRESENTED STUDENTS 4,000
YWCA OF THE QUAD CITIES


229 16TH STREET
ROCK ISLAND,IL61201
  PC REVOLUTIONARY READERS PROGRAM 1,000
WIU FOUNDATIONWQPT PUBLIC TELEVISIO


3300 RIVER DRIVE
MOLINE,IL61265
  PC WQPT FIRST BOOK CLUB 500
CHILDREN'S THERAPY CENTER


4450 48TH AVENUE COURT
ROCK ISLAND,IL61201
    THERAPY SERVICES FOR ROCK ISLAND CHILDREN 1,000
BETHANY FOR CHILDREN FAMILIES


1830 6TH AVENUE
MOLINE,IL61265
  PC ROCK ISLAND COUNTY TEEN PREGNANCY PREVENTION 3,500
GIRL SCOUTS OF EASTERN IA WESTERN I


940 GOLDEN VALLEY DRIVE
BETTENDORF,IA52722
  PC GIRL SCOUT LEADERSHIP PROGRAM IN ROCK ISLAND 1,250
SPRING FORWARD LEARNING CENTER


2000 7TH AVENUE
ROCK ISLAND,IL61201
  PC ONE BOOK AT A TIME 3,000
SBC MUSIC ARTS ACADEMY


919 6TH AVENUE
ROCK ISLAND,IL61201
  PC OUTREACH MUSIC AND ARTS SCHOLARSHIPS 2,000
FRIENDS OF HAUBERG CIVIC CENTER


PO BOX 3174
ROCK ISLAND,IL61204
  PC AIR CONDITIONING FOR HAUBERG CARRIAGE HOUSE 1,000
YOUTH SERVICES BUREAU OF ROCK ISLAN


2610 41ST STREET
MOLINE,IL61265
  PC COUNSELING FOR LOW-INCOME CHILDREN AND FAMILIES 2,000
STEAM ON WHEELS


2900 RIVER DRIVE UNIT 236
MOLINE,IL61265
  PC CODING WITH DRONES 500
MISSISSIPPI VALLEY BLUES SOCIETY


102 S HARRISON STREET
DAVENPORT,IA52801
  PC BLUES IN THE SCHOOLS 500
AUGUSTANA COLLEGE


639 38TH STREET
ROCK ISLAND,IL61201
  PC SPEECH, LANGUAGE AND HEARING SCHOLARSHIPS 1,000
BLACK RESOURCES INC


111 PERRY STREET STE 300-2
DAVENPORT,IA52801
  PC CULTURE CRUSH BUS TOUR 500
FRIENDSHIP MANOR


1209 21ST AVENUE
ROCK ISLAND,IL61201
  PC RE-ESTABLISHING FRIENDSHIP 1,000
GERMAN AMERICAN HERITAGE CENTER


712 W 2ND STREET
DAVENPORT,IA52802
  PC MUSEUM EDUCATORS IN ROCK ISLAND SCHOOLS 1,000
HUMILITY HOMES SERVICES


519 FILLMORE STREET
DAVENPORT,IA52802
  PC BASIC ESSENTIAL NEEDS 1,000
LUTHERAN SOCIAL SERVICES OF ILLINOI


1001 EAST TOUHY AVENUE
DES PLAINES,IL60018
  PC ROCK ISLAND CHILDREN'S SERVICES 1,000
ROCK ISLAND GIRLS' SOFTBALL


PO BOX 3961
ROCK ISLAND,IL61201
  PC FIELD IMPROVEMENTS 1,200
NEST CAFE


830 43RD STREET
ROCK ISLAND,IL61201
  PC COMMUNITY NOURISHMENT 1,000
NAMI GREATER MISSISSIPPI VALLEY


1035 W KIMBERLY ROAD STE 4
DAVENPORT,IA52806
  PC LOCAL YOUTH MENTAL HEALTH OUTREACH 1,000
RIVER BEND FOODBANK


4010 KIMMEL DRIVE
DAVENPORT,IA52802
  PC ROCK ISLAND-MILAN DISTRICT BACKPACK PROGRAM 1,000
ROCK ISLAND PARKS REC FOUNDATION


4303 24TH STREET
ROCK ISLAND,IL61201
  PC ROCK ISLAND PARKS & RECREATION 2,000
SCHOOL HEALTH LINK


1619 11TH AVENUE
MOLINE,IL61265
  PC EQUIPMENT FOR CLINIC AT RIHS 1,000
TESTIMONIES OF HOPE INCARGROW'S HOU


2216 N BLANCHARD
DAVENPORT,IA52804
  PC INDUSTRIAL MICROWAVE 600
UNITY HOUSE


2341 EAST PLEASANT STREET
DAVENPORT,IA52803
  PC SUPPORT FOR MEN FROM ROCK ISLAND 500
Total .................................right arrow 3a 59,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
        1
4 Dividends and interest from securities ....         31,240
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 .....         9,355
8 Gain or (loss) from sales of assets other than
inventory ............
        47,918
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) ..     88,514
13Total. Add line 12, columns (b), (d), and (e)..................
13
88,514
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
347 INTEREST, DIVIDEND, AND OTHER INVESTMENT INCOME PROVIDE FUNDS TO MAKE CHARITABLE CONTRIBUTIONS AND GRANTS TO PUBLIC CHARITIES
811 INVESTMENT GAINS AND OTHER REVENUE PROVIDE FUNDS TO MAKE CHARITABLE CONTRIBUTIONS AND GRANTS TO PUBLIC CHARITIES
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPILATION/TAX PREPARATION 1,995 0 0 1,995

TY 2023 InvestmentsOtherSchedule2
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DOMESTIC STOCK - VANGUARD AT COST 362,651 520,368
FIXED INCOME - VANGUARD AT COST 413,070 368,746
INTERNATIONAL STOCK - VANGUARD AT COST 317,609 350,055

TY 2023 OtherAssetsSchedule
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RECEIVABLE FROM RAUCH FAMILY FOUND II   2,000  


TY 2023 OtherExpensesSchedule
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 25     25
PROF FEES - ADMIN MANAGEMENT 7,500     7,500
PROF FEES - ADMINISTRATIVE SUPPORT 2,625     2,625
PROF FEES - INVESTMENT MANAGEMENT 2,921 2,921    
SUPPLIES 429     429


TY 2023 OtherIncomeSchedule2
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 9,355 9,355  


TY 2023 TaxesSchedule
Name:
RAUCH FAMILY FOUNDATION I INC
EIN:
36-3569965
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 137 -137