Polk County And Bolivar Charitable Trust

Security Pacific National Bank

Chicago, IL
Tax-exempt since Feb. 1987
EIN: 94-3025701

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$80.5k (2023)

Expenses

$242k (2023)

Total Assets

$3.43M (2023)

Total Liabilities

$200k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$80,548

Expenses

$242,133

Net Income

-$161,585

Net Assets

$3,225,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$50,872	63.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$13,083	16.2%
Net Inventory Sales	$0
Other Revenue	$16,593	20.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,425,315
Total Liabilities	$199,535
Net Assets	$3,225,780

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaetjens Nunez (Philanthropic Officer)	$0	$0	$0
Bill Braswell (Director)	$0	$0	$0
Stacy Butterfield (Director)	$0	$0	$0
Chris Warwick (Director)	$0	$0	$0
Paula Hubbert (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 11, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

-$80,063

Expenses

$278,754

Net Income

-$358,817

Net Assets

$2,975,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$34,368
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$160,116
Net Inventory Sales	$0
Other Revenue	$45,685

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,201,009
Total Liabilities	$225,013
Net Assets	$2,975,996

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaetjens Nunez (Philanthropic Officer)	$0	$0	$0
Bill Braswell (Director)	$0	$0	$0
Stacy Butterfield (Director)	$0	$0	$0
Chris Warwick (Director)	$0	$0	$0
Paula Hubbert (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$760,753

Expenses

$287,585

Net Income

$473,168

Net Assets

$3,948,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$60,486	8.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$136,032	17.9%
Net Inventory Sales	$0
Other Revenue	$564,235	74.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,175,298
Total Liabilities	$226,724
Net Assets	$3,948,574

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaetjens Nunez (Philanthropic Officer)	$0	$0	$0
Bill Braswell (Director)	$0	$0	$0
Stacy Butterfield (Director)	$0	$0	$0
Chris Warwick (Director)	$0	$0	$0
Paula Hubbert (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$264,563

Expenses

$256,260

Net Income

$8,303

Net Assets

$3,690,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$138,599	52.4%
Net Inventory Sales	$0
Other Revenue	$125,964	47.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,896,082
Total Liabilities	$205,700
Net Assets	$3,690,382

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaetjens Nunez (Philanthropic Officer)	$0	$0	$0
Bill Braswell (Director)	$0	$0	$0
Stacy Butterfield (Director)	$0	$0	$0
Chris Warwick (Director)	$0	$0	$0
Paula Hubbert (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 5, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$169,612

Expenses

$251,278

Net Income

-$81,666

Net Assets

$3,354,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$48,682	28.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21,147	12.5%
Net Inventory Sales	$0
Other Revenue	$99,783	58.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,562,482
Total Liabilities	$208,098
Net Assets	$3,354,384

Compensation

Key Employees and Officers	Compensation	Related	Other
Maria Botelho (Trust Officer)	$0	$0	$0
Bill Braswell (Director)	$0	$0	$0
Stacy Butterfield (Director)	$0	$0	$0
Chris Warwick (Director)	$0	$0	$0
Paula Hubbert (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 3, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$301,273

Expenses

$262,024

Net Income

$39,249

Net Assets

$2,895,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$46,519	15.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$115,255	38.3%
Net Inventory Sales	$0
Other Revenue	$139,499	46.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,106,064
Total Liabilities	$210,108
Net Assets	$2,895,956

Compensation

Key Employees and Officers	Compensation	Related	Other
Maria Botelho (Trust Officer)	$0	$0	$0
Shannon Hancock (Director)	$0	$0	$0
Kyle Legan (Director)	$0	$0	$0
Rex Austin (Director)	$0	$0	$0
Bank Of America Merrill Lynch (Trustee)	$0	$0	$0

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990

Filed on Nov. 13, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$271,097

Expenses

$262,327

Net Income

$8,770

Net Assets

$3,418,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$43,617	16.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$73,369	27.1%
Net Inventory Sales	$0
Other Revenue	$154,111	56.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,621,100
Total Liabilities	$202,965
Net Assets	$3,418,135

Compensation

Key Employees and Officers	Compensation	Related	Other
Bank Of America Merrill Lynch (Trustee)	$40,911	$0	$0
Maria Botelho (Trust Officer)	$0	$0	$0
Shannon Hancock (Director)	$0	$0	$0
Kyle Legan (Director)	$0	$0	$0
Rex Austin (Director)	$0	$0	$0

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990

Filed on Nov. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$25,696

Expenses

$244,436

Net Income

-$218,740

Net Assets

$3,101,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$33,752	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$40,559
Net Inventory Sales	$0
Other Revenue	$32,503	> 100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,306,858
Total Liabilities	$205,051
Net Assets	$3,101,807

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$114,874

Expenses

$269,232

Net Income

-$154,358

Net Assets

$3,133,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$50,636	44.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$27,419	23.9%
Net Inventory Sales	$0
Other Revenue	$36,819	32.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,352,170
Total Liabilities	$219,110
Net Assets	$3,133,060

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$188,867

Expenses

$274,843

Net Income

-$85,976

Net Assets

$3,441,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$59,893	31.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$89,779	47.5%
Net Inventory Sales	$0
Other Revenue	$39,195	20.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,663,835
Total Liabilities	$222,195
Net Assets	$3,441,640

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$203,113

Expenses

$267,656

Net Income

-$64,543

Net Assets

$3,613,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$47,977	23.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$118,196	58.2%
Net Inventory Sales	$0
Other Revenue	$36,940	18.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,830,823
Total Liabilities	$216,923
Net Assets	$3,613,900

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$634,657

Expenses

$256,483

Net Income

$378,174

Net Assets

$3,391,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$71,372	11.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$554,191	87.3%
Net Inventory Sales	$0
Other Revenue	$9,094	1.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,607,245
Total Liabilities	$215,570
Net Assets	$3,391,675

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$307,437

Expenses

$249,159

Net Income

$58,278

Net Assets

$3,178,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$137,640	44.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$168,922	54.9%
Net Inventory Sales	$0
Other Revenue	$875	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,387,644
Total Liabilities	$209,382
Net Assets	$3,178,262

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Polk County And Bolivar Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $80.5k (2023)

Expenses $242k (2023)

Total Assets $3.43M (2023)

Total Liabilities $200k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$80.5k (2023)

Expenses

$242k (2023)

Total Assets

$3.43M (2023)

Total Liabilities

$200k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001