E C STYBERG FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- E C STYBERG FOUNDATION INC (EIN 39-1410323)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-03
- IRS object ID
- 202411249349101421
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T12:15:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391410323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EC STYBERG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECST | BusinessNameControlTxt |
| Phone | 2626379301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN FANTL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2626379301 | PhoneNum |
| Signature | 2020-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | FANTL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,913,579 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,711,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $372 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $99,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,974 | 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 | $11,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,967 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,967 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,395 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,395 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,098 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$292,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,865 | CashBOYAmt |
| Cash EOY | $38,799 | CashEOYAmt |
| Cash EOYFMV | $38,799 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $885,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $885,462 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,721,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,878,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,324,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $950,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $666,368 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $664,678 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $15,197 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,761,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,468,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,913,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,761,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,468,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,761,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,468,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,761,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,468,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,761,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$292,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53 | OtherIncreasesAmt |
| Subtotal | $3,468,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,468,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,677,900 | $1,717,367 | -$39,467 | -$39,467 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $17,625 | $17,625 | $17,625 | |||
| REIT | P | $15,658 | $15,197 | $461 | $461 | 2021-12-31 | 2023-06-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,381 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,370 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,370 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,986 | OverpaymentAmt |
| Applied To ES Tax | $5,986 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN FANTL TREASURER | IndividualWithBooksNm |
| Phone | 2626379301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BERNICE M STYBERG | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL BUDISH | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KAREN FANTL | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | TREASURER | 2.00 | $0 | $0 | $0 |
| 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 | $3,805,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,933,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,933,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,874,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,384 | TotalTaxAmt |
| Distributable Before Adj | $192,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,324 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,561 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $983,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,646,307 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $328,214 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $504,832 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $495,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,958,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,161,590 | 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 | $983,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,177,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,646,307 | ExcessFromYear4Amt |
| Excess From Year3 | $328,214 | ExcessFromYear3Amt |
| Excess From Year2 | $504,832 | ExcessFromYear2Amt |
| Excess From Year1 | $495,059 | ExcessFromYear1Amt |
| Excess From Current Year | $203,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERNICE M STYBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL BUDISH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2626379301 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ACCEPTED ANY TIME WITH NOTICE OF APPROVAL, REJECTION, OR REQUEST FOR ADDITIONAL INFO WITHIN 90 DAYS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS PRINCIPALLY ARE MADE TO NON-PROFIT ORGANIZATIONS WHICH SERVE PERSONS IN SOUTHEASTERN WISCONSIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADULT AND TEEN CHALLENGE WISCONSIN | |||||||
| 9236 WEST APPLETON AVENUE | MILWAUKEE | WI | 53225 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ANCHOR MINISTRIES | |||||||
| 4900 SPRING STREET SUITE 203 | RACINE | WI | 53406 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AUDIO & BRAILLE LITERARY ENHANCEMENT | |||||||
| 803 WEST WELLS STREET | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AVOW FOUNDATION INC | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | N/A | PC | GENERAL SUPPORT | $2,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 2319 NORTHWESTERN AVENUE | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR DEAF-BLIND PERSONS INC | |||||||
| 3195 S SUPERIOR STREET | MILWAUKEE | WI | 53207 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC | |||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 53201 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHRISTIAN RECORD SERVICES FOR THE BLIND | |||||||
| 5900 S 58TH ST SUITE M | LINCOLN | NE | 68516 | N/A | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY PROJECTS FOR SENIORS | |||||||
| 3073 S CHASE AVENUE SUITE 210 | MILWAUKEE | WI | 53207 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COVENANT HARBOR | |||||||
| 1724 W MAIN STREET | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DOWNS SYNDROME ASSOCIATION OF WISCONSIN | |||||||
| 11709 W CLEVELAND AVENUE SUITE 2 | WEST ALLIS | WI | 53227 | N/A | PC | GENERAL SUPPORT | $3,000 |
| DOWNTOWN RACINE CORPORATION | |||||||
| 425 MAIN STREET | RACINE | WI | 534031030 | N/A | PC | GENERAL SUPPORT | $1,000 |
| EAA CHAPTER 838 OF RACINE WI INC | |||||||
| 333 N GREEN BAY RD | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $3,000 |
| FAITH HOPE & LOVE INC | |||||||
| 740 COLLEGE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FROEDTERT HOSPITAL FOUNDATION | |||||||
| 8800 W DOYNE AVE | MILWAUKEE | WI | 53226 | N/A | PC | CANCER CENTER | $25,583 |
| GARRETT-EVANGELICAL THEOLOGICAL SEMINARY | |||||||
| 2121 SHERIDAN ROAD | EVANSTON | IL | 60201 | N/A | PC | GENERAL SUPPORT | $25,000 |
| GATHERING WATERS CONSERVANCY | |||||||
| 211 SOUTH PETERSON ST STE 270 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GENEVA LAKE ASSOCIATION INC | |||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL SUPPORT | $1,500 |
| GENEVA LAKE CONSERVANCY INC | |||||||
| 398 MILL STREET PO BOX 588 | FONTANA | WI | 53125 | N/A | PC | GENERAL SUPPORT | $12,000 |
| GENEVA LAKE ENVIRONMENTAL AGENCY | |||||||
| 350 CONSTANCE BOULEVARD | WILLIAMS BAY | WI | 53191 | N/A | GOV | GENERAL SUPPORT | $1,000 |
| GENEVA LAKE MUSEUM | |||||||
| 255 MILL STREET | LAKE GENEVA | WI | 531470522 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GENEVA LAKE WATER SAFETY COMMITTEE INC | |||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | N/A | PC | GENERAL SUPPORT | $1,500 |
| GLA ENVIRONMENTAL EDUCATION FOUNDATION | |||||||
| PO BOX 244 | FONTANA | WI | 53125 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HALO INC | |||||||
| 2000 DEKOVEN AVENUE NO 1 | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HOPES CENTER OF RACINE | |||||||
| 521 SIXTH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $3,000 |
| HOSPICE ALLIANCE FOUNDATION | |||||||
| 10220 PRAIRIE RIDGE BOULEVARD | PLEASANT PRAIRIE | WI | 53158 | N/A | PC | GENERAL SUPPORT | $2,500 |
| HUMANE ANIMAL WELFARE SOCIETY | |||||||
| 701 NORTHVIEW ROAD | WAUKESHA | WI | 531886902 | N/A | PC | GENERAL SUPPORT | $2,500 |
| JOHN XXIII EDUCATIONAL CENTER | |||||||
| 1500 VINE STREET | HUDSON | WI | 54016 | N/A | PC | GENERAL SUPPORT | $3,000 |
| JUNIOR ACHIEVEMENT OF RACINE | |||||||
| PO BOX 1721 | RACINE | WI | 53401 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LAKE GENEVA FRESH AIR ASSOCIATION | |||||||
| PO BOX 10 | WILLIAMS BAY | WI | 53191 | N/A | PC | HOLIDAY HOME CAMP | $5,000 |
| LAKESIDE CURATIVE SERVICES | |||||||
| 2503 LINCOLNWOOD COURT | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LINC MINISTRIES INTERNATIONAL INC | |||||||
| PO BOX 4338 | MILWAUKEE | WI | 53204 | N/A | PC | GENERAL SUPPORT | $7,500 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | GENERAL SUPPORT | $25,566 |
| MIDWEST THERAPEUTIC RIDING PROGRAM INC | |||||||
| PO BOX 282 | SOMERS | WI | 53171 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MILWAUKEE PUBLIC TELEVISION | |||||||
| 700 WEST STATE ST NO S214 | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MISSIO DEI FELLOWSHIP | |||||||
| 5214 47TH AVE | KENOSHA | WI | 53144 | N/A | PC | GENERAL SUPPORT | $25,000 |
| NCH HEALTHCARE FOUNDATION | |||||||
| 3060 W SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | N/A | PC | GENERAL SUPPORT | $7,500 |
| RACINE ART MUSEUM | |||||||
| 411 MAIN STREET | RACINE | WI | 53401 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE COUNTY OPPORTUNITY CENTER INC | |||||||
| 4214 SHERIDAN ROAD | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $2,000 |
| RACINE FRIENDSHIP CLUBHOUSE INC | |||||||
| 2000 17TH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE HABITAT FOR HUMANITY | |||||||
| 1501 VILLA STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $7,000 |
| RACINE HERITAGE MUSEUM | |||||||
| 701 MAIN STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE LITERACY COUNCIL | |||||||
| 734 LAKE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $8,859 |
| RACINE SYMPHONY ORCHESTRA | |||||||
| PO BOX 1874 | RACINE | WI | 53401 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE VOCATIONAL MINISTRY INC | |||||||
| 214 SEVENTH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $10,000 |
| RACINE YMCA | |||||||
| 725 LAKE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,500 |
| RACINE ZOOLOGICAL SOCIETY | |||||||
| 2131 NORTH MAIN STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 W WATERTOWN PLANK ROAD | WAUWATOSA | WI | 53226 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ROOT-PIKE WATERSHED INITIATIVE NETWORK | |||||||
| PO BOX 044164 | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SALVATION ARMY - RACINE | |||||||
| 1091 WASHINGTON AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SHALOM CENTER | |||||||
| 1713 62ND ST | KENOSHA | WI | 53143 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SHEPHERDS COLLEGE | |||||||
| 1805 15TH AVENUE | UNION GROVE | WI | 53182 | N/A | PC | GENERAL SUPPORT | $29,218 |
| SHEPHERDS MINISTRIES | |||||||
| 1805 15TH AVENUE | UNION GROVE | WI | 53182 | N/A | PC | GENERAL SUPPORT | $18,872 |
| SIENA RETREAT CENTER | |||||||
| 5635 ERIE STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $500 |
| SME EDUCATION FOUNDATION | |||||||
| ONE SME DRIVE | DEARBORN | MI | 48128 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SPECIAL OLYMPICS - SE WISCONSIN | |||||||
| 2310 CROSSROADS DR NO 1000 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 1893 | MEMPHIS | TN | 381019950 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ST MESROB ARMENIAN CHURCH | |||||||
| 4605 ERIE STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $2,500 |
| THE FRIENDS OF HAWTHORN HOLLOW INC | |||||||
| 880 GREEN BAY ROAD | KENOSHA | WI | 53140 | N/A | PC | GENERAL SUPPORT | $2,000 |
| THE NATURE CONSERVANCY - WI CHAPTER | |||||||
| 633 WEST MAIN STTREET | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,500 |
| UNITED PERFORMING ARTS FUND INC | |||||||
| 301 W WISCONSIN AVE NO 600 | MILWAUKEE | WI | 53203 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNITED WAY OF RACINE COUNTY | |||||||
| 2000 DOMANIK DRIVE | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $10,000 |
| VISION FORWARD | |||||||
| 912 NORTH HAWLEY ROAD | MILWAUKEE | WI | 532133292 | N/A | PC | GENERAL SUPPORT | $3,000 |
| VOLUNTEER CENTER OF RACINE INC | |||||||
| 6216 WASHINGTON AVENUE G | RACINE | WI | 53406 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WALK BY FAITH | |||||||
| 2324 TAYLOR AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $2,500 |
| WAR MEMORIAL CENTER | |||||||
| 750 NORTH LINCOLN MEMORIAL DRIVE | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN HISTORICAL SOCIETY | |||||||
| 816 STATE STREET | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | N/A | PC | GENERAL SUPPORT | $2,500 |
| YOUTH FOR CHRIST SOUTHEASTERN WISCONSIN | |||||||
| 3001 CARPENTER AVENUE | MOUNT PLEASANT | WI | 53403 | N/A | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,098 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,381 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,588 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $11,934 | Amt |
| Net Investment Income | $5,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,967 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $666,368 | EOYBookValueAmt |
| EOYFMV | $664,678 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,878,149 | EOYBookValueAmt |
| EOYFMV | $2,324,640 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIT | Desc |
| BOY Book Value | $15,197 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,400 | $0 | $3,400 |
| OFFICE SUPPLIES | $96 | $0 | $96 |
| BANK CHARGES | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $372 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $372 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $53 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,395 | Amt |
| Net Investment Income | $15,395 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $4,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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