KRAINZ FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KRAINZ FOUNDATION INC (EIN 39-1979181)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-05
- IRS object ID
- 202530959349100708
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-05T17:47:10-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461406980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTS1LLC DBA CONVENIENT TAX SERVICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6633 W FOREST HOME AVE | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391979181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAINZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHERYL DORDEL | InCareOfNm |
| Business Name Control | KRAI | BusinessNameControlTxt |
| Phone | 4145739082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8666 S 81ST ST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531328553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL DORDEL | PersonNm |
| Person Title | PRESIDENT - DIRECTOR | PersonTitleTxt |
| Phone | 4145739082 | PhoneNum |
| Signature | 2025-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN E DOBOGAI JR | PreparerPersonNm |
| PTIN | P00116007 | PTIN |
| Phone | 4143270200 | PhoneNum |
| Preparation | 2025-04-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,614,346 | 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 | $46,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,984 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $46,984 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,668 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,984 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $70,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,724 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,724 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,724 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $112 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $112 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $519 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $74,355 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $74,355 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,188 | CashBOYAmt |
| Corporate Stock BOY | $2,539,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,807,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,807,173 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Other Investments BOY | $2,713,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,807,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,807,173 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,427,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,614,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,614,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,427,468 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,614,346 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,427,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,614,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,427,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,614,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,427,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,278,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,278,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STIFEL BROKERAGE ACCTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-08-13 | AcquiredDt |
| Sold | 2024-02-14 | SoldDt |
| Gross Sales Price | $37,985 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,301 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,684 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,684 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $32 | TaxDueAmt |
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 |
| Individual With Books | CHERYL DORDEL | IndividualWithBooksNm |
| Phone | 4145739082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8666 S 81ST ST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531328553 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHERYL DORDEL CPA | ||||||||
| 8666 S 81ST ST | FRANKLIN | WI | 531328553 | PRESIDENT | 10.00 | $10,000 | $0 | $0 |
| DALE MARTIN | ||||||||
| 8666 S 81ST ST | FRANKLIN | WI | 531328553 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| DANIEL DORDEL | ||||||||
| 8666 S 81ST ST | FRANKLIN | WI | 531328553 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| DEBORAH SHIRODA | ||||||||
| 8666 S 81ST ST | FRANKLIN | WI | 531328553 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| JULIE DAGAM | ||||||||
| 8666 S 81ST ST | FRANKLIN | WI | 531328553 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| SHEKHAR DAGAN | ||||||||
| 13765 CALLA LILY LANE | BROOKFIELD | WI | 53005 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| TIMOTHY SHIRODA | ||||||||
| 6030 PRESTON LN | NEW BERLIN | WI | 53151 | DIRECTOR | 5.00 | $10,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,355 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | $8,516 | UndistributedIncomePYAmt |
| Qualifying Distributions | $74,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,516 | AppliedToYear1Amt |
| Applied To Prior Years | $50,575 | AppliedToPriorYearsAmt |
| Remaining Distri From Corpus | $15,264 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,264 | TotalCorpusAmt |
| Excess Distri Cyov To Next Yr | $15,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MILWAUKEE PBS | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATING | $43,000 |
| ST LUKES CHURCH | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | TECHNOLOGY PROJECT | $1,000 |
| CLEMENT MANOR | |||||||
| 1 | MILWAUKEE | WI | 53205 | NONE | PC | CHARITY | $5,000 |
| NEW BERLIN POLICE ASSOCIATION | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $2,000 |
| RONALD MCDONOLD HOUSE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PF | OPERATIONS | $2,500 |
| PETERS PANTRY | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $1,000 |
| ST MARTIN OF TOUR CHURCH | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $12,800 |
| ZACHARIAHS ACRES HARVEST DINNER | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $2,000 |
| FISHER HOUSE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $2,500 |
| YOUTH ROOM PROJECT | |||||||
| 1 | HALES CORNERS | WI | 53130 | NONE | PC | CHARITY | $15,000 |
| EXPLOITS NO MORE | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | CHARITY | $1,000 |
| LUCKY MUTTS LLC | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | CHARITY | $5,000 |
| RUFF LUCK DOG RESCUE LLC | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | CHARITY | $3,000 |
| SOULS FOR JESUS | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | CHARITY | $2,500 |
| FAMILY PROMISE OZAUKEE | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | OPERATIONS | $6,000 |
| CORPORATE SPONSOR | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | OPERATIONS | $1,000 |
| MT CALVERY | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | OPERATIONS | $1,000 |
| WI STUDENTS FOR STUDENTS | |||||||
| 1 | FRANKLIN | WI | 53132 | NONE | PC | OPERATIONS | $42,000 |
| OZAUKEE FOOD ALLIANZE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | CHARITY | $900 |
| LUTHERANS DISASTER RESPONSE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | CHARITY | $5,000 |
| GREENDALE VILLAGE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | CHARITY | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,400 | 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 | 03 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASSETS - STIFEL BROKERAGE ACCT | $1,258,295 | $1,258,295 |
| ASSETS - STIFEL HORIZON ACCT | $1,548,194 | $1,548,194 |
| ASSETS MORGAN STANLEY | $684 | $684 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL | CategoryOrItemTxt |
| Book Value | $2,807,173 | BookValueAmt |
| EOYFMV | $2,807,173 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $0 | LegalFeesAmt |
| Net Investment Income | $3,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,724 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,724 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $519 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $519 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112 | DisbursementsCharitablePrpsAmt |