THEODORE RHYNE AND KIRAN SAGAR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE RHYNE AND KIRAN SAGAR FOUNDATION (EIN 85-6459525)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-28
- IRS object ID
- 202621489349100407
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-28T09:44:59-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391557315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDALORO SMITH & KRUEGER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19W24200 RIVERWOOD DR STE 310 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531881166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 856459525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE RHYNE AND KIRAN SAGAR | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 3032507035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TIM FARRELL 4951 S FAIRFAX ST | AddressLine1Txt |
| City | CHERRY HILLS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY F FARRELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3032507035 | PhoneNum |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY E NELSON | PreparerPersonNm |
| PTIN | P00152652 | PTIN |
| Phone | 2625442000 | PhoneNum |
| Preparation | 2026-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,510,581 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,052,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,124,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,431,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,084 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $980 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $39,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,279 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7,865 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,865 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $83 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,340,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,775 | CashBOYAmt |
| Cash EOY | $599,821 | CashEOYAmt |
| Cash EOYFMV | $599,821 | CashEOYFMVAmt |
| US Government Obligations BOY | $131,735 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $131,261 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $131,261 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $373,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,927,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,927,114 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,852,385 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,852,385 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $563,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,510,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,510,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $563,741 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,510,581 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $563,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,510,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $563,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,510,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $563,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,340,077 | ExcessRevenueOverExpensesAmt |
| Other Increases | $607,108 | OtherIncreasesAmt |
| Subtotal | $7,510,926 | SubtotalAmt |
| Other Decreases | $345 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,510,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS-46831-ST | P | $265,446 | $272,298 | -$6,852 | -$6,852 |
| UBS-46831-ST | P | $18,815 | $18,768 | $47 | $47 |
| UBS-46831-LT | P | $161,909 | $127,741 | $34,168 | $34,168 |
| UBS-54389-ST | P | $135,400 | $147,897 | -$12,497 | -$12,497 |
| UBS-54839-ST | P | $9,329 | $9,295 | $34 | $34 |
| UBS-54840-ST | P | $8,141 | $7,897 | $244 | $244 |
| UBS-54840-ST | P | $37 | $37 | ||
| UBS-54842-ST | P | $30,991 | $30,986 | $5 | $5 |
| UBS-54250-ST | P | $350,210 | $350,211 | -$1 | -$1 |
| UBS-54250-LT | P | $3,144,097 | $2,873,578 | $270,519 | $270,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,706 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,020 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,613 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,613 | SubtotalAmt |
| Tax Based On Investment Income | $4,613 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,940 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $1,308 | OverpaymentAmt |
| Applied To ES Tax | $1,308 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY FARRELL | IndividualWithBooksNm |
| Phone | 3032507035 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4951 S FAIRFAX ST | AddressLine1Txt |
| City | CHERRY HILLS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANEESH KHULLAR | ||||||||
| 1661 HANCHETT AVE | SAN JOSE | CA | 95128 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| TIMOTHY F FARRELL | ||||||||
| 4951 S FAIRFAX STREET | CHERRY HILLS VILLAGE | CO | 80121 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,729,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,037,162 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,037,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,976,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,613 | TotalTaxAmt |
| Distributable Before Adj | $194,217 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $194,217 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,217 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,217 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $5,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,893 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,893 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,893 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $133,824 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WISCONSIN HUMANE SOCIETY | ||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | POF | GRANT | $25,000 |
| CATHEDRAL OF ST JOHN THE EVANGELIST | ||||||
| 812 N JACKSON ST | MILWAUKEE | WI | 53202 | POF | GRANT | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285,706 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| UBS FINANCIAL 1099-R | 14 | $2,750,000 |
| TIAA 1099-R | 14 | $117,777 |
| NON-TAXABLE IRA DISTRIBUTIO | 14 | -$2,867,777 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $285,706 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KIRAN B SAGAR MD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 E GLENDALE AVE | AddressLine1Txt |
| City | WHITEFISH BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,052,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (36 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 750 SHS ABBVIE INC | $137,419 | 2025-05-18 |
| 1 | 5000 SHS BLACKROCK LTD DURATION | $69,935 | 2025-05-18 |
| 1 | 5234 SHS EATON VANCE LTD DURATIO | $51,862 | 2025-05-18 |
| 1 | 84547 SHS JANUS HENDERSON SH | $243,495 | 2025-05-18 |
| 1 | 300 SHS MASTERCARD INC | $175,023 | 2025-05-18 |
| 1 | 175 SHS SERVICENOW INC | $108,807 | 2025-05-18 |
| 1 | 300 SHS ADOBE INC | $125,122 | 2025-05-18 |
| 1 | 2250 SHS COCA-COLA COMPANY | $161,719 | 2025-05-18 |
| 1 | 5000 SHS FIRST TRUST PREFFERED | $87,846 | 2025-05-18 |
| 1 | 7602 SHS JOHN HANCOCK PREF | $109,649 | 2025-05-18 |
| 1 | 1000 SHS MERCK & CO INC COM | $75,868 | 2025-05-18 |
| 1 | 2250 SHS SHELL PLC | $149,687 | 2025-05-18 |
| 1 | 1300 SHS ALPHABET INC CL A | $216,395 | 2025-05-18 |
| 1 | 200 COSTCO WHOLESALE GROUP | $204,257 | 2025-05-18 |
| 1 | 1000 SHS GE AEROSPACE | $231,176 | 2025-05-18 |
| 1 | 2400 SHS JOHNSON CTLS | $233,178 | 2025-05-18 |
| 1 | 900 SHS MICROSOFT CORPORATION | $408,032 | 2025-05-18 |
| 1 | 950 SHS SIMON PROPERTY GROUP | $155,647 | 2025-05-18 |
| 1 | 1400 SHS ALPHABET INC CL C | $234,838 | 2025-05-18 |
| 1 | 1400 SHS DOMINION ENERGY INC | $77,599 | 2025-05-18 |
| 1 | 300 SHS GOLDMAN SACHS GROUP | $183,905 | 2025-05-18 |
| 1 | 350 SHS LINDE PLC NEW EURO | $159,886 | 2025-05-18 |
| 1 | 6922 SHS NUVEEN PREFERRED | $54,554 | 2025-05-18 |
| 1 | 650 SHS STRYKER CORP | $254,965 | 2025-05-18 |
| 1 | 1000 SHS AMAZON | $204,776 | 2025-05-18 |
| 1 | 450 SHS EATON CORP PLC | $147,003 | 2025-05-18 |
| 1 | 1000 SHS ISHARES IBOXX | $106,894 | 2025-05-18 |
| 1 | 14058 SHS LOOMIS SAYLES STRAT | $135,940 | 2025-05-18 |
| 1 | 1400 SHS ORACLE | $223,706 | 2025-05-18 |
| 1 | 2959 SHS TRANSAMERICA INTL | $69,572 | 2025-05-18 |
| 1 | 2000 SHS APPLE INC | $418,040 | 2025-05-18 |
| 1 | 15909 SHS EATON VANCE FLTNG RT | $130,134 | 2025-05-18 |
| 1 | 13857 SHS JANUS HENDERSON MULTI | $118,896 | 2025-05-18 |
| 1 | 600 SHS LOWES COMPANIES INC | $139,823 | 2025-05-18 |
| 1 | 700 SHS PALO ALTO NETWORKS INC | $134,622 | 2025-05-18 |
| 1 | 40156 SHS UBS GOV MONEY MARKET | $40,156 | 2025-05-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $980 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS BROKERAGE | BondNm |
| EOY Book Value | $1,852,385 | EOYBookValueAmt |
| EOYFMV | $1,852,385 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS BROKERAGE | StockNm |
| EOY Book Value | $4,927,114 | EOYBookValueAmt |
| EOYFMV | $4,927,114 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $131,261 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $131,261 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $345 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $607,108 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,279 | Amt |
| Net Investment Income | $39,279 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID-46831 | $37 | $37 |
| FOREIGN TAXES PAID-54840 | $34 | $34 |
| FOREIGN TAXES PAID-54842 | $12 | $12 |
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