WILLIAM T EVJUE CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T EVJUE CHARITABLE TRUST (EIN 23-7129606)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-09-20
- IRS object ID
- 202432649349100008
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-20T14:00:38-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237129606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T EVJUE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6082526401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON FRINK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6082526401 | PhoneNum |
| Signature | 2024-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS BERRY | PreparerPersonNm |
| PTIN | P00540951 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,365,899 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $4,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,560 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,776,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,776,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,634,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,730,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,781,379 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,650 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $627 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $365,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,565,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,565,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,931,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,627,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,497,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $327,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,804 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $28,065 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,244 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,244 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,809,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,873,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,457,238 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,661,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,652,155 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,649,613 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,826,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,785,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,365,899 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $2,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,824,372 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,785,018 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,824,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,785,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,826,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,785,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,824,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,161,882 | OtherIncreasesAmt |
| Subtotal | $24,785,618 | SubtotalAmt |
| Other Decreases | $600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,785,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $611,579 | $613,506 | -$1,927 | -$1,927 |
| PUBLICLY TRADED SECURITIES - LT | $2,022,811 | $2,071,486 | -$48,675 | -$48,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,602 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,927 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,821 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,821 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,065 | 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 | $28,065 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,244 | OverpaymentAmt |
| Applied To ES Tax | $7,244 | 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 | CLAYTON FRINK | IndividualWithBooksNm |
| Phone | 6082526401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JIM LUSSIER | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $0 | $0 |
| NANCY B GAGE | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $0 | $0 |
| CLAYTON FRINK | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 2.00 | $36,000 | $0 | $0 |
| DAVE ZWEIFEL | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 2.00 | $36,000 | $0 | $0 |
| BRADY WILLIAMSON | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $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 |
| 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 | $23,727,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $414,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,099,286 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,241,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,241,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $513,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,728,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,686,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,686,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,821 | TotalTaxAmt |
| Distributable Before Adj | $1,665,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,665,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,665,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,627,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,627,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,665,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,567,780 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,627,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,567,780 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,606,233 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVJUE FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | FOUR EVJUE TRUST TRUSTEES ARE FOUNDATION DIRECTORS | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | GrantOrContributionPurposeTxt |
| Amt | $1,565,783 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,565,783 | 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 | $4,560 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,776,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$50,602 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,730,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,730,777 | 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 | $12,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MLP ETF | $521,100 | $606,085 |
| ALLSTATE CORP | $52,532 | $64,160 |
| ALPHABET INC | $64,794 | $63,653 |
| AMER EXPRESS COMPANY | $33,811 | $51,600 |
| AQR MULTI-ASSET FD CL I | $1,089,346 | $1,215,837 |
| AT&T | $13,974 | $78,237 |
| BECTON DICKINSON CO | $8,855 | $8,815 |
| BLACKROCK INC | $78,617 | $93,416 |
| BLACKROCK LIQUIDITY | $507,148 | $507,068 |
| BLUE OWL CAP INC | $29,468 | $41,305 |
| BRISTOL MEYERS | $106,829 | $163,908 |
| BROADCOM INC. | $74,469 | $75,727 |
| CHEVRON CORP | $40,332 | $38,952 |
| COMCAST CORP | $38,281 | $39,830 |
| CONSOLIDATED EDISON INC | $63,907 | $66,941 |
| CSX CORP | $58,484 | $59,872 |
| D R HORTON INC. | $35,603 | $50,400 |
| DIGITAL RLTY TR INC | $69,214 | $86,332 |
| EATON CORP | $43,230 | $75,557 |
| EATON VANCE FLOATING | $1,118,315 | $1,123,069 |
| EATON VANCE RICHARD BERNSTEIN | $965,376 | $1,004,051 |
| EIL LILLLY & CO | $74,665 | $78,753 |
| EMERSON ELEC CO | $79,871 | $104,982 |
| EXXON MOBIL | $24,384 | $439,021 |
| EXXON MOBIL CORP | $111,455 | $132,387 |
| FIRST TRUST RISING | $1,365,718 | $1,622,879 |
| FREEPORT-MCMORAN INC | $49,990 | $52,888 |
| GENL DYNAMICS CORP | $27,300 | $36,872 |
| GLOBAL X FDS NASDAQ 100 | $845,681 | $929,883 |
| GOLDMAN SACHS ACC TREAS | $430,025 | $431,609 |
| HCA HEALTHCARE INC. | $67,843 | $82,899 |
| HEWLETT PACKARD | $59,831 | $63,434 |
| HOME DEPOT INC | $23,773 | $24,446 |
| HP INC | $49,536 | $60,006 |
| INTL BUSINESS MACHINES | $77,004 | $88,764 |
| INTRPUBLIC GROUP OF CO; | $58,042 | $48,937 |
| INVESCO BALANCED RISK | $1,078,386 | $1,051,664 |
| INVESCO OPTIMUM YIELD | $878,802 | $649,784 |
| INVESCO S&P 500 EQUAL | $999,850 | $993,022 |
| ISHARES CORE HIGH | $858,670 | $890,884 |
| JP MORGAN CHASE & CO | $72,388 | $112,054 |
| JP MORGAN CHASE & CO. | $38,963 | $231,201 |
| JP MORGAN EXCHANGE | $924,500 | $932,190 |
| KINDER MORGAN INC. | $61,729 | $68,040 |
| KRAFT(THE) HEINZ CO | $67,700 | $58,820 |
| MAGNA INTL INC. | $37,649 | $27,985 |
| MCDONALDS CORP | $24,562 | $23,559 |
| MEDTRONIC PLC | $84,031 | $69,083 |
| MICROSOFT CORP | $50,652 | $49,816 |
| NUVEEN S&P 500 | $899,258 | $900,339 |
| PEPSICO INC. | $76,904 | $76,595 |
| PFIZER INC. | $153,280 | $264,646 |
| PRINCIPAL FINANCIAL GROUP | $43,568 | $50,865 |
| REALTY INCM CRP | $32,307 | $26,318 |
| ROYAL DUTCH SHELL | $26,909 | $320,960 |
| SIMON PROPERTY GROUP | $6,638 | $6,809 |
| SYNCHRONY FINL | $52,138 | $54,443 |
| TARGET CORP | $68,000 | $61,683 |
| TEXAS INSTRUMENTS | $24,280 | $27,886 |
| THE CAPITAL TIMES COMPANY STOCK | $666,693 | $8,797,324 |
| TRUIST FINL CORP | $87,062 | $93,545 |
| VERIZON COMMUNICATIONS | $56,695 | $107,114 |
| VICI PPTYS INC | $13,036 | $11,628 |
| VIRTUS DIVID INT | $909,968 | $883,208 |
| WELLTOWER INC | $53,385 | $64,586 |
| WILLIAMS COMPANIES | $75,043 | $92,234 |
| WISDOMTREE EM SMALL CAP | $1,330,539 | $1,535,145 |
| WISDOMTREE EMERGING | $1,208,430 | $1,323,093 |
| WISDOMTREE INTERNATIONAL | $1,483,989 | $1,606,486 |
| WISDOMTREE INTL S/C DV F | $674,369 | $704,627 |
| WISDOMTREE US MIDCAP DIV | $1,394,639 | $1,577,027 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL ESTATE | AT COST | $800,000 | $911,527 |
| PMF FUND, LP (THE ENDOWMENT FUND) | AT COST | $52,155 | $68,714 |
| STARWOOD REAL ESTATE | AT COST | $800,000 | $669,372 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,650 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN BEGINNING NET ASSETS BETWEEN PRIOR YEAR FS AND FORM 990-PF | Desc |
| Amt | $600 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV & BOOK VALUE OF CONTRIBUTED STOCK TO EVJUE FOUNDATION | Desc |
| Amt | $1,161,882 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VALUATION FEES | $12,000 | $12,000 | $0 | $0 |
| CONSULTING FEES | $135,832 | $135,832 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $20,821 | $0 | $0 | $0 |
| FOREIGN DIVIDEND TAX | $627 | $627 | $0 | $0 |
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