TIKVAH TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TIKVAH TR (EIN 39-6777005)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202421419349101107
- Schema version
- 2023v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T12:16:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420993792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHORTEK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19W24133 RIVERWOOD DRIVE | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396777005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIKVAH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 9202614469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE J LOEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9202614469 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | LOEB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C HUBMAN CPA | PreparerPersonNm |
| PTIN | P00227746 | PTIN |
| Phone | 2625228227 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $50,826 | 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 |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $952 | 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 | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,616 | CashBOYAmt |
| Cash EOY | $11,389 | CashEOYAmt |
| Cash EOYFMV | $11,389 | CashEOYFMVAmt |
| Other Investments BOY | $49,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,437 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,826 | 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 | $62,382 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX TR 500 ADMIRAL SHARES | P | 2021-06-29 | 2023-12-04 | $2,189 | $2,051 | $138 | $138 |
| DODGE & COX STOCK FD COM | P | 2021-05-24 | 2023-12-04 | $2,004 | $2,037 | -$33 | -$33 |
| DODGE AND COX INCOME FD | P | 2021-05-24 | 2023-12-04 | $2,500 | $2,895 | -$395 | -$395 |
| FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND -2 | P | 2021-06-29 | 2023-12-04 | $712 | $795 | -$83 | -$83 |
| VANGUARD MID CAP INDEX ADM | P | 2021-06-29 | 2023-12-04 | $473 | $508 | -$35 | -$35 |
| VANGUARD SMALL-CAP GROWTH IND ADM | P | 2021-06-29 | 2023-12-04 | $404 | $520 | -$116 | -$116 |
| VANGUARD U.S. GROWTH FUND - ADM | P | 2021-06-29 | 2023-12-04 | $718 | $980 | -$262 | -$262 |
| CAPITAL GAINS DIVIDENDS | P | $212 | $212 | $212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$574 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5 | 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 | 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 | BRUCE J LOEB TRUSTEE | IndividualWithBooksNm |
| Phone | 9202614469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | 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 | BRUCE J LOEB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $40,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5 | TotalTaxAmt |
| Distributable Before Adj | $2,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,783 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,585 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,500 | 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 | $4,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,585 | ExcessFromYear4Amt |
| Excess From Year3 | $3,350 | ExcessFromYear3Amt |
| Excess From Year2 | $6,604 | ExcessFromYear2Amt |
| Excess From Year1 | $5,160 | ExcessFromYear1Amt |
| Excess From Current Year | $8,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE J LOEB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE J LOEB TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9202614469 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD SPECIFY NATURE AND PURPOSE OF CHARITABLE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO SECTION 501(C)(3) CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||||
| 222 W WASHINGTON AVE SUITE 600 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| ALZHEIMERS ASSOCIATION | ||||||||||
| 620 S 76TH STREET STE 160 | MILWAUKEE | WI | 53214 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| PO BOX 1643 | WAUKESHA | WI | 53187 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $575 | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| AMERICAN RED CROSS | ||||||||||
| 2600 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $70 | |||
| AMERICAN RIVERS | ||||||||||
| PO BOX 96158 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $750 | |||
| ARBOR DAY FOUNDATION | ||||||||||
| 211 NORTH 12TH STREET | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| CHABAD OF WAUKESHA | ||||||||||
| 1222 E BROADWAY | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $600 | |||
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||||||
| 13123 EAST 16TH AVENUE BOX 045 | AURORA | CO | 80045 | NONE | PUBLIC CHARITY | COURAGE CLASSIC | $500 | |||
| CONGREGATION ADAT YESHURUN | ||||||||||
| 8625 LA JOLLA SCENEC DR NORTH | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | |||
| CONSUMER REPORTS FOUNDATION | ||||||||||
| PO BOX 96552 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $30 | |||
| COURIER NEWSROOM | ||||||||||
| PO BOX 27 | CHIPPEWA FALLS | WI | 54729 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| DC ABORTION FUND | ||||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| PO BOX 5030 | HASERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $125 | |||
| EDUCATIONAL FOUNDATION OF WATERTOWN | ||||||||||
| 111 DODGE ST | WATERTOWN | WI | 53094 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $750 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| HABONIM CAMP TAVOR | ||||||||||
| 2755 WINGATE LN E | WEST BEND | WI | 53090 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $72 | |||
| HOARD HISTORICAL MUSEUM | ||||||||||
| 401 WHITEWATER AVENUE | FORT ATKINSON | WI | 53538 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $35 | |||
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| HUMANE SOCIETY OF JEFFERSON COUNTY | ||||||||||
| W6510 KIESLING RD | JEFFERSON | WI | 53549 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| JEWISH NATIONAL FUND | ||||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | |||
| JORDAN HIGH SCHOOL BANK BOOSTER CLUB INC | ||||||||||
| PO BOX 52445 | DURHAM | NC | 27717 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $104 | |||
| KUCHINATE | ||||||||||
| NONE | PUBLIC CHARITY | OPERATING EXPENSES | $610 | SDEROT HAR TSIYON 104 | TEL AVIV | IS | ||||
| LEAVE NO TRACE CENTER FOR OUTDOOR ETHICS | ||||||||||
| 1000 NORTH STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |||
| MAYO CLINIC | ||||||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $150 | |||
| MICHAEL J FOX FOUNDATION | ||||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $200 | |||
| MILWAUKEE JEWISH FEDERATION | ||||||||||
| 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $605 | |||
| MILWAUKEE PBS | ||||||||||
| 1036 NORTH 8TH STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| MILWAUKEE PUBLIC MUSEUM | ||||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| NATIONAL ACADEMY FOUNDATION | ||||||||||
| 1090 VERMONT AVE NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| NATIONAL PARK FOUNDATION | ||||||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |||
| RAINBOW HOSPICE | ||||||||||
| 147 WEST ROCKWELL | JEFFERSON | WI | 53549 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | |||
| ROCK RIVER RESCUE FOUNDATION | ||||||||||
| N946 CTY M | WATERTOWN | WI | 53094 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $200 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $30 | |||
| SPECIAL OLYMPICS WISCONSIN | ||||||||||
| 5900 MONONA DRIVE SUITE 301 | MADISON | WI | 53716 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |||
| THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION | ||||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| TOUCH OF KINDNESS | ||||||||||
| 345 NORTH LA BREA AVENUE 208 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $159 | |||
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | ||||||||||
| PO BOX 6094 | ALBERT LEA | WI | 56007 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| VETERANS OF FOREIGN WARS | ||||||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| WATERTOWN HUMANE SOCIETY | ||||||||||
| 418 WATERTOWER COURT | WATERTOWN | WI | 53094 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $150 | |||
| WILDLIFE IN NEED CENTER | ||||||||||
| W349 S1480 S WATERVILLE ROAD | OCONOMOWOC | WI | 53066 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| WISCONSIN HISTORICAL FOUNDATION | ||||||||||
| 816 STATE ST | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $125 | |||
| WISCONSIN JEWISH CHRONICAL | ||||||||||
| 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,840 | 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 | $227 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE AND COX STOCK FD | AT COST | $8,454 | $8,685 |
| FIDELITY ADVISOR INTL CAPTIAL APPRECIATION FD | AT COST | $3,122 | $3,122 |
| VANGUARD U.S. GROWTH FUND | AT COST | $3,704 | $3,139 |
| VANGUARD SMALL-CAP GROWTH IND | AT COST | $2,085 | $1,880 |
| VANGUARD MID CAP INDEX | AT COST | $2,090 | $2,111 |
| VANGUARD INDEX TR 500 ADMIRAL | AT COST | $8,361 | $9,505 |
| DODGE AND COX INCOME FD | AT COST | $7,613 | $6,740 |
| VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES | AT COST | $4,551 | $4,255 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $34 | $0 | $34 |
| OFFICE SUPPLIES | $34 | $0 | $34 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTING FEES | CategoryTxt |
| Amt | $605 | Amt |
| Net Investment Income | $605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL FORM 990-PF TAX | CategoryTxt |
| Amt | $3 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |