TIMOTHY & BARBARA MICHELS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TIMOTHY & BARBARA MICHELS FAMILY FOUNDATION (EIN 39-2044009)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-26
IRS object ID
202441179349100904
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-26T08:30:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392044009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND BARBARA MICHELS FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTIMOBusinessNameControlTxt
Phone9205833132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 128AddressLine1Txt
CityBROWNSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY MICHELSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9205833132PhoneNum
Signature2024-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTIMOTHYPersonFirstNm
Person LastMICHELSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,685,119FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,603,586ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$74InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$74InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,686DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,686DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,363,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,554,990GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,516,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,992,149TotalRevAndExpnssAmt
Total Net Invst Incm$2,541,134TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,181AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,591AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,590AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,356TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,766TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,590TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,521,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,521,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,526,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,766TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,523,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,465,793ExcessRevenueOverExpensesAmt
Net Investment Income$2,538,368NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,343,674SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$447,069SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$447,069SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$95,594CorporateStockEOYAmt
Corporate Stock EOYFMV$1,238,050CorporateStockEOYFMVAmt
Total Assets BOY$1,343,674TotalAssetsBOYAmt
Total Assets EOY$542,663TotalAssetsEOYAmt
Total Assets EOYFMV$1,685,119TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,343,674RetainedEarningBOYAmt
Retained Earning EOY$542,663RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,343,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$542,663TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,343,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$542,663TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,343,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,465,793ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,809,467SubtotalAmt
Other Decreases$2,266,804OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$542,663TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,803,155GrossSalesPriceAmt
Cost Or Other Basis$286,781CostOrOtherBasisAmt
Gain Or Loss$2,516,374GainOrLossAmt
Gains Minus Excess Or Losses$2,516,374GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,516,374CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35,283InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,283SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,283TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,079EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,079TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$32,204TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN P KAISERIndividualWithBooksNm
Phone9205833132PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 128AddressLine1Txt
CityBROWNSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIMOTHY J MICHELS
POST OFFICE BOX 1076OCONOMOWOCWI53066TRUSTEE1.00$0$0$0
BARBARA A MICHELS
POST OFFICE BOX 1076OCONOMOWOCWI53066TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$264,644AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,119,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,383,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,383,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,363,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,157MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,157MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,283TaxBasedOnInvestmentIncomeAmt
Total Tax$35,283TotalTaxAmt
Distributable Before Adj$32,874DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,874DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,874DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,523,590ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,523,590QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,874DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,637,777ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$815,272ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,453,049TotalExcessDistributionCyovAmt
Qualifying Distributions$2,523,590QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,874AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,490,716RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,943,765TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,943,765ExcessDistriCyovToNextYrAmt
Excess From Year3$1,637,777ExcessFromYear3Amt
Excess From Year2$815,272ExcessFromYear2Amt
Excess From Current Year$2,490,716ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTIMOTHY J MICHELSContributingManagerNm
Contributing ManagerBARBARA A MICHELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457NONEPCGENERAL OPERATING SUPPORT$20,000
C2K MINISTRIES
W303 N8453 RIVER EDGE DRHARTLANDWI53029NONEPCGENERAL OPERATING SUPPORT$20,000
CROSSROADS CHURCH
726 W FRANCIS STREETASPENCO81611NONEPCGENERAL OPERATING SUPPORT$10,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPCGENERAL OPERATING SUPPORT$1,000,000
FOND DU LAC AREA FOUNDATION
1020 S MAIN ST SUITE EFOND DU LACWI54935NONEPCDAVID COOK BUILDING TRADES EDUCATION FUND$10,000
FORDHAM UNIVERSITY
45 COLUMBUS AVENUE 8TH FLOORNEW YORKNY10023NONEPCGENERAL OPERATING SUPPORT$50,000
MEDICAL COLLEGE OF WISCONSIN
PO BOX 26509MILWAUKEEWI532260509NONEPCGENERAL OPERATING SUPPORT$500,000
MILWAUKEE EDUCATION PARTNERSHIP
633 W WISCONSIN AVE STE 405MILWAUKEEWI53203NONEPCGENERAL OPERATING SUPPORT$15,000
NORTH LAKE MANAGEMENT DISTRICT
N73 W32385 RIVER ROADHARTLANDWI53059NONEGOVGENERAL OPERATING SUPPORT$250,000
SPRING CREEK CHURCH
N35 W22000 CAPITOL DRPEWAUKEEWI53072NONEPCGENERAL OPERATING SUPPORT$125,000
TRANSFORMED PEOPLE INC
PO BOX 4736MILWAUKEEWI53204NONEPCGENERAL OPERATING SUPPORT$1,000
WEILL CORNELL MEDICAL CENTER
1300 YORK AVENUE BOX 314NEW YORKNY10065NONEPCGENERAL OPERATING SUPPORT$500,000
XAVIER HIGH SCHOOL
30 WEST 16TH STREETNEW YORKNY10011NONEPCGENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,521,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,686ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,516,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,541,134ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,541,134TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND BARBARA MICHELSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1817 MAIN STREET PO BOX 128AddressLine1Txt
CityBROWNSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53006ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,603,586TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$2,553,586FairMarketValueAmt
Received2023-11-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$5,181Amt
Net Investment Income$2,591NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,590DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$95,594EOYBookValueAmt
EOYFMV$1,238,050EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONATED APPRECIATED SECURITIESDesc
Amt$2,266,804Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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