GALAXY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GALAXY FOUNDATION INC (EIN 20-2060980)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-06
- IRS object ID
- 202611879349100106
- Schema version
- 2025v4.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-06T08:18:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 W BELTLINE HWY STE 501 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | 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 | 202060980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALAXY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALA | BusinessNameControlTxt |
| Phone | 2623676990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676990 | PhoneNum |
| Signature | 2026-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON WAGNER | PreparerPersonNm |
| PTIN | P02316510 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2026-06-29 | 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 | $8,279,445 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,375 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,375 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,732 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $804,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,609 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,609 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,630,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,630,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,639,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,634,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$835,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $160,351 | CashEOYAmt |
| Cash EOYFMV | $160,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,090,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,097,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,097,090 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $88,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,022,004 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,179,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,346,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,279,445 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $632 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $632 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,179,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,345,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,179,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,345,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,179,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,346,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,179,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$835,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $4,345,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,345,526 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $737 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE BURKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623676990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,359,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,702,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,062,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,062,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,926,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $702 | TotalTaxAmt |
| Distributable Before Adj | $445,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $445,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $445,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,634,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,634,309 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,065,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,065,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,634,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $445,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,188,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,254,215 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,254,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,065,534 | ExcessFromYear1Amt |
| Excess From Current Year | $1,188,681 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE BURKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| ACTS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 270 E KILBOURN AVE 5TH FLOOR | MILWAUKEE | WI | 53202 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| ALL HANDS BOATWORKS INC | ||||||||
| 621 S 12TH ST | MILWAUKEE | WI | 53204 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| ALL-IN-MILWAUKEE | ||||||||
| 600 W VIRGINIA STREET 100 | MILWAUKEE | WI | 53204 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| ALPHA SIGMA NU INC | ||||||||
| 1102 W WISCONSIN AVE STE 330 | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ALVERNO COLLEGE | ||||||||
| PO BOX 343922 | MILWAUKEE | WI | 53234 | N/A | PC | PROGRAM SUPPORT | $100,000 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSN INC DBA ALZHEIMER'S ASSOCIAT | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS INC | ||||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | N/A | PC | PROGRAM SUPPORT | $800 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT | $500 | |
| AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| AMOYOTROPHIC LATERAL SCLEROSIS ASSN DBA THE ALS ASSOCIATION | ||||||||
| 1300 WILSON BLVD | ARLINGTON | VA | 22209 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ARCHDIOCESE OF MILWAUKEE - CATHOLIC STEWARDSHIP APPEAL | ||||||||
| PO BOX 070912 | MILWAUKEE | WI | 53207 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| ARCHDIOCESE OF MILWAUKEE - COMBINED COLLECTIONS | ||||||||
| PO BOX 070912 | MILWAUKEE | WI | 53207 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| BASILICA NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | ||||||||
| 400 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CALL TO ACTION | ||||||||
| PO BOX 966 | FRONT ROYAL | VA | 22630 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CAPUCHIN FRANCISCAN PROVINCE OF ST JOSEPH | ||||||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | N/A | PC | PROGRAM SUPPORT | $30,200 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE | ||||||||
| PO BOX 070912 | MILWAUKEE | WI | 53207 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| CATHOLIC MEDICAL MISSION BOARD INC | ||||||||
| 33-01 11TH STREET | LONG ISLAND CITY | NY | 11106 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| CATHOLIC RELIEF SERVICES USCCB | ||||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| CATHOLIC SCHOOLS DEVELOPMENT | ||||||||
| PO BOX 070912 | MILWAUKEE | WI | 53207 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST (CSPI) | ||||||||
| 1250 I ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $400 | |
| CHARITY NAVIGATOR | ||||||||
| 299 MARKET STREET STE 250 | SADDLE BROOK | NJ | 07663 | N/A | PC | PROGRAM SUPPORT | $500 | |
| CHILDREN'S HOSPITAL OF WISCONSIN DBA CHILDREN'S WISCONSIN | ||||||||
| PO BOX 1997 FINANCE DEPT | MILWAUKEE | WI | 53201 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| CHURCH OF THE GESU | ||||||||
| 1145 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CITIZEN UTILITY BOARD OF WISCONSIN INC | ||||||||
| 625 N SEGOE RD 101 | MADISON | WI | 53705 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CITY FORWARD COLLECTIVE INC | ||||||||
| 700 W VIRGINIA ST 604 | MILWAUKEE | WI | 53204 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CLEAN WISCONSIN INC | ||||||||
| 634 WEST MAIN STREET STE 300 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| COMMON BOND COMMITTEE | ||||||||
| 1080 MONTREAL AVE | SAINT PAUL | MN | 55116 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| COMMUNITY ADVOCATES INC | ||||||||
| 728 N JAMES LOVELL ST | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| COMMUNITY SMILES DENTAL | ||||||||
| 210 NW BARSTOW ST STE 305 | WAUKESHA | WI | 53188 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| DIVINE WORD MISSIONARIES | ||||||||
| PO BOX 6099 | TECHNY | IL | 60082 | N/A | PC | PROGRAM SUPPORT | $500 | |
| DOMINICAN SISTERS OF SINSINAWA | ||||||||
| 585 COUNTY ROAD Z | SINSINAWA | WI | 53824 | N/A | PC | PROGRAM SUPPORT | $11,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | ||||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| FINCA INTERNATIONAL INC | ||||||||
| 1201 15TH ST NW 8TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| FRANCISCAN PEACEMAKERS INC | ||||||||
| 3333 W LISBON AVENUE | MILWAUKEE | WI | 53208 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| FRIENDS OF BEAVER LAKE | ||||||||
| PO BOX 574 | HARTLAND | WI | 53029 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FRIENDS OF BOERNER BOTANICAL GARDENS INC | ||||||||
| 9400 BOERNER DR | HALES CORNERS | WI | 53130 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FRIENDS OF VILLA TERRACE DECORATIVE ARTS MUSEUM LTD | ||||||||
| PO BOX 170605 | MILWAUKEE | WI | 53217 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| GARDEN CLUB OF AMERICA | ||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $200 | |
| GATHERING WATERS INC | ||||||||
| 211 SOUTH PATTERSON STREET 270 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| GREATER MILWAUKEE FOUNDATION INC | ||||||||
| 2153 N DR MARTIN LUTHER KING JR | MILWAUKEE | WI | 53212 | N/A | PC | PROGRAM SUPPORT | $75,000 | DRIVE STE 4000 |
| GUEST HOUSE OF MILWAUKEE | ||||||||
| 1216 N 13TH STREET | MILWAUKEE | WI | 53205 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| HEART OF THE NATION | ||||||||
| PO BOX 14428 | MILWAUKEE | WI | 53214 | N/A | PC | PROGRAM SUPPORT | $500 | |
| HOPE CENTER MINISTRIES INC | ||||||||
| 101 W BROADWAY | WAUKESHA | WI | 53186 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| ICATHOLIC MEDIA INC DBA THE CATHOLIC TELEVISION NETWORK | ||||||||
| 34 CHESTNUT ST PO BOX 9196 | WATERTOWN | MA | 02471 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| IGNATIAN SOLIDARITY NETWORK | ||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| INSTITUTE FOR ETHNOMEDICINE DBA BRAIN CHEMISTRY LABS | ||||||||
| 1130 S HIGHWAY STE D | JACKSON | WY | 83001 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| KINSHIP MKE INC | ||||||||
| 2610 N MARTIN LUTHER KING DR DRIVE | MILWAUKEE | WI | 53212 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| KRADWELL SCHOOL INC | ||||||||
| 950 N 12TH STREET | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| LAKE AREA FREE CLINIC INC | ||||||||
| 856 ARMOUR RD STE B | OCONOMOWOC | WI | 53066 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| LITERACY SERVICES OF WI INC | ||||||||
| 555 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | HAGGERTY MUSEUM OF ART | $2,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | PROGRAM SUPPORT | $45,000 | |
| MAYO CLINIC | ||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| MERCY HOUSING INC | ||||||||
| 120 S LASALLE STREET | CHICAGO | IL | 60603 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MESSMER CATHOLIC SCHOOLS | ||||||||
| 742 W CAPITOL DR | MILWAUKEE | WI | 53206 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MILWAUKEE PBS | ||||||||
| 1036 NORTH 8TH ST | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MILWAUKEE PUBLIC MUSEUM INC | ||||||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| MILWAUKEE SYMPHONY ORCHESTRA INC | ||||||||
| 212 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 325 WEST WALNUT ST | MILWAUKEE | WI | 53029 | N/A | PC | PROGRAM SUPPORT | $700 | |
| MISSION OF OUR LADY OF MERCY DBA MERCY HOME FOR BOYS & GIRLS | ||||||||
| 1140 WEST JACKSON BLVD | CHICAGO | IL | 60607 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| NATIONAL CATHOLIC REPORTER PUBLISHING CO | ||||||||
| 115 E ARMOUR BLVD | KANSAS CITY | MO | 64111 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NATIVITY JESUIT ACADEMY INC | ||||||||
| 1515 S 19TH ST | MILWAUKEE | WI | 53215 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| NOTRE DAME SCHOOLS | ||||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 02199 | N/A | PC | PROGRAM SUPPORT | $3,100 | |
| PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FDN INC DBA PROJECT HOPE HEALTH | ||||||||
| 1220 19TH ST NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| PROJECT RETURN INC | ||||||||
| 1004 N TENTH ST | MILWAUKEE | WI | 53233 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| RIVER ALLIANCE | ||||||||
| 612 W MAIN ST 200 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SAINT JOHN'S COMMUNITIES INC DBA SAINT JOHN'S ON THE LAKE | ||||||||
| 1840 N PROSPECT AVE | MILWAUKEE | WI | 53202 | N/A | PC | PROGRAM SUPPORT | $28,500 | |
| SAINT TERESA OF CALCUTTA CONGREGATION DBA ST TERESA OF CALCUTTA | ||||||||
| W314 N7462 WI-83 | HARTLAND | WI | 53029 | N/A | PC | PROGRAM SUPPORT | $12,000 | |
| SALVATION ARMY USA | ||||||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SALVATORIAN MISSION WAREHOUSE | ||||||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST 400 | FAIRFIELD | CT | 06825 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| SEEDS OF HEALTH INC | ||||||||
| 600 EAST WELLS STREET | MILWAUKEE | WI | 53215 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SISTERS OF ST FRANCIS | ||||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTERS INC | ||||||||
| 1032 S CESAR E CHAVEZ DR | MILWAUKEE | WI | 53204 | N/A | PC | PROGRAM SUPPORT | $300 | |
| ST ANN CENTER FOR INTERGENERATIONAL CARE | ||||||||
| 2801 E MORGAN AVENUE | MILWAUKEE | WI | 53207 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| ST BAHKITA CATHOLIC WORKER INC | ||||||||
| 3138 N 2ND ST | MILWAUKEE | WI | 53212 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| ST COLETTA OF WISCONSIN INC | ||||||||
| N4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| TALIESIN PRESERVATION INC | ||||||||
| 5607 COUNTY RD C | SPRING GREEN | WI | 53588 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TALL PINES CONSERVANCY | ||||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE CHARLES E KUBLY FOUNDATION INC | ||||||||
| 1341 W MEQUON ROAD 220 | MEQUON | WI | 53092 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| 8701 WATERTOWN PLAN ROAD | MILWAUKEE | WI | 53226 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| THE PONTIFICAL MISSION SOCIETIES INC | ||||||||
| 70 WEST 36TH ST 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $500 | |
| THE SHARON LYNNE WILSON CENTER FOR THE ARTS | ||||||||
| 3270 MITCHELL PARK DR | BROOKFIELD | WI | 53045 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| THE WOMEN'S CENTER INC | ||||||||
| 505 N EAST AVE | WAUKESHA | WI | 53186 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| UNITED COMMUNITY CENTER INC | ||||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| UNITED PERFORMING ARTS FUND | ||||||||
| 301 W WISCONSIN AVE STE 600 | MILWAUKEE | WI | 53203 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY GREATER MILWAUKEE AND WAUKESHA COUNTY | ||||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| UNIVERSITY LAKE SCHOOL | ||||||||
| 4024 NAGAWICKA RD | HARTLAND | WI | 53029 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| US OLYMPIC & PARALYMPIC FOUNDATION | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| USA FOR UNHCR - THE UN REFUGEE AGENCY | ||||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS INC | ||||||||
| 1010 N HOOKER ST STE 200 | CHICAGO | IL | 60642 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 3075 | SOUTHEASTERN | PA | 19398 | N/A | PC | THE ELAINE BURKE CHARITABLE FUND | $650,000 | |
| VERSITI INC | ||||||||
| PO BOX 2178 | MILWAUKEE | WI | 53201 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| WAUKESHA COUNTY LAND CONSERVANCY | ||||||||
| PO BOX 2572 | BROOKEFIELD | WI | 53008 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| WISCONSIN CONSERVATION VOICES | ||||||||
| 133 S BUTLER ST 320 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||||
| 816 STATE ST | MADISON | WI | 53706 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| WISCONSIN PUBLIC RADIO ASSOCIATION INC | ||||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| WISCONSIN WETLANDS ASSOCIATION INC | ||||||||
| 214 N HAMILTON ST STE 201 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| WOMEN & GIRLS FUND OF WAUKESHA COUNTY INC | ||||||||
| PO BOX 2142 | WAUKESHA | WI | 53188 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| WORLD BICYCLE RELIEF NFP | ||||||||
| 1000 W FULTON MARKET 4TH FLOOR | CHICAGO | IL | 60607 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,630,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,375 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,732 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE BURKE FAMILY DYNASTY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W308N6184 SHORE ACRES DR | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,218 | Amt |
| Net Investment Income | $3,609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,609 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $11,787 | $626,000 |
| ALPHABET INC CLASS C | $11,717 | $627,600 |
| APPLE INC | $42,822 | $663,338 |
| FASTENAL CO | $2,543 | $321,040 |
| FISERV INC | $13,981 | $671,700 |
| MICROSOFT CORP | $5,867 | $1,112,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $269 | $0 | $0 |
| POLITICAL DONATION | $100 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,000 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE BURKE FAMILY DYNASTY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W308N6184 SHORE ACRES DR | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 EXCISE TAXES PAID | CategoryTxt |
| Amt | $1,392 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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