VOGEL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VOGEL FOUNDATION INC (EIN 39-1639595)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202413109349101616
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T13:52:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391639595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID L VOGEL | InCareOfNm |
| Business Name Control | VOGE | BusinessNameControlTxt |
| Phone | 6082415454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7696 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077696 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David L Vogel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6082415454 | PhoneNum |
| Signature | 2024-05-09 | 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 | Sean Auger M | PreparerPersonNm |
| PTIN | P01054703 | PTIN |
| Phone | 6088367500 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $658,395 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,667 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $338 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,085 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,322 | CashBOYAmt |
| Cash EOY | $5,824 | CashEOYAmt |
| Cash EOYFMV | $5,824 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,838 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $317,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $278,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $622,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $333,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $333,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $314,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $333,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $333,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $333,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $314,151 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $314,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES TIPS BOND ETF | P | 2015-03-03 | 2023-12-05 | $9,388 | $10,321 | -$933 | -$933 |
| ISHARES CORE S&P 500 ETF | P | 2010-09-13 | 2023-12-05 | $9,855 | $2,490 | $7,365 | $7,365 |
| VANGUARD SMALL CAP ETF | P | 2010-09-12 | 2023-12-05 | $7,060 | $2,207 | $4,853 | $4,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $341 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $341 | SubtotalAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $341 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID L VOGEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082415454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 FEN OAK DRIVE | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077696 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| David Vogel | ||||||||
| 2144 Williams Way | Stoughton | WI | 53589 | President | 1.0 | $0 | $0 | $0 |
| Katherine Vogel | ||||||||
| 372 McKinney Cove Rd | Bakersville | NC | 28705 | Secretary | 0.5 | $0 | $0 | $0 |
| Peter Vogel | ||||||||
| 1135 Hwy BB | Deerfield | WI | 53531 | Vice President / Treasurer | 0.5 | $0 | $0 | $0 |
| Darren Vogel | ||||||||
| 6511 Forestwood Dr West | Lakeland | FL | 338112413 | Director | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $622,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $622,733 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $622,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $613,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $341 | TotalTaxAmt |
| Distributable Before Adj | $30,329 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,329 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,085 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $97,085 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,972 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,850 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,085 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $30,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $280,601 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,972 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,940 | ExcessFromYear4Amt |
| Excess From Year3 | $43,572 | ExcessFromYear3Amt |
| Excess From Year2 | $24,850 | ExcessFromYear2Amt |
| Excess From Year1 | $55,511 | ExcessFromYear1Amt |
| Excess From Current Year | $66,756 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | David L Vogel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7696 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082415454 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED APPLICATION FORM. HOWEVER, ALL APPLICATIONS SHOULD INCLUDE A FULL DESCRIPTION OF THE PROJECT, A COPY OF THIS APPLICANT'S IRS DETERMINATION LETTER, A PROJECT BUDGET, AND THE APPLICANT'S CURRENT YEAR ORGANIZATION BUDGET, SHOWING ANTICIPATED SOURCES OF SUPPORT IN EACH CASE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS, AND NON-PROFIT ORGANIZATIONS AND INSTITUTIONS WHICH ARE EXEMPT UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE GENERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION AND HEALTH AND HUMAN SERVICES. GRANTS ARE NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN TO THE EDUCATIONAL OR RESEARCH INSTITUTIONS, WHICH HAVE FULL RESPONSIBILITY FOR SELECTING THE INDIVIDUAL RECIPIENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 500370839 | NONE | PC | Disaster Fund - National | $1,000 | |
| Arthur Morgan School | ||||||||
| 60 Ams Circle | Burnsville | NC | 28714 | NONE | PC | General Support | $600 | |
| Epilepsy Foundation of Wisconsin | ||||||||
| 41 Park Ridge Dr Ste C | Stevens Point | WI | 54481 | NONE | PC | General Support | $200 | |
| Goodman Community Center | ||||||||
| 149 Waubesa St | Madison | WI | 53704 | NONE | PC | General Support | $2,500 | |
| Habitat for Humanity of Dane County Inc | ||||||||
| 3101 Latham Drive | Madison | WI | 53713 | NONE | PC | General Support | $400 | |
| Habitat for Humanity of Lakeland Inc | ||||||||
| 1317 George Jenkins Blvd | Lakeland | FL | 33815 | NONE | PC | General Support | $400 | |
| Just Dane | ||||||||
| 2115 S Park St | Madison | WI | 53713 | NONE | PC | General Support | $700 | |
| Mitchell County Animal Rescue Inc | ||||||||
| Po Box 308 | Spruce Pine | NC | 287770308 | NONE | PC | General Support | $300 | |
| Porchlight Inc | ||||||||
| 306 North Brooks | Madison | WI | 53715 | NONE | PC | General Support | $300 | |
| Samaritan Counseling Center of Southern WI | ||||||||
| 5900 Monona Drive | Madison | WI | 53716 | NONE | PC | General Support | $300 | |
| Society of St Vincent de Paul | ||||||||
| PO 259686 | Madison | WI | 537259686 | NONE | PC | General Support | $500 | |
| Spruce Pine Montessori School | ||||||||
| 67 Walnut | Spruce Pine | NC | 28777 | NONE | PC | General Support | $700 | |
| St Ann's School | ||||||||
| 324 N Harrison Street | Stoughton | WI | 53589 | NONE | PC | General Support | $500 | |
| St John's Lutheran Church | ||||||||
| 322 E Washington Ave | Madison | WI | 53703 | NONE | PC | General Support - Not Building Fund | $9,750 | |
| The Salvation Army | ||||||||
| PO Box 928 | Lakeland | FL | 338020928 | NONE | PC | General Support | $1,100 | |
| The Salvation Army | ||||||||
| PO Box 8867 | Madison | WI | 537088455 | NONE | PC | General Support | $1,100 | |
| University of Florida- Foundation | ||||||||
| Dept of Civil Coastal Engineerin | Gainesville | FL | 326116580 | NONE | PC | General Support | $500 | 345 Weil Hall PO Box 116580 |
| Arts for all Wisconsin | ||||||||
| 1709 Aberg Ave Suite 1 | Madison | WI | 537044207 | NONE | PC | General Support | $400 | |
| Wisconsin Council of the Blind | ||||||||
| 754 Williamson St | Madison | WI | 537033546 | NONE | PC | General Support | $400 | |
| Wisconsin Public Radio | ||||||||
| PO Box 88025 | Milwaukee | WI | 532888025 | NONE | PC | General Support | $400 | |
| Friends of PBS Wisconsin Inc | ||||||||
| 821 University Ave | Madison | WI | 537061497 | NONE | PC | General Support | $400 | |
| Boys and Girls Club of Polk County | ||||||||
| PO Box 763 | Lakeland | FL | 33802 | PC | General Support | $500 | ||
| Three Gaits Inc | ||||||||
| 3741 State Road 138 W | Stoughton | WI | 53589 | PC | General Support | $1,000 | ||
| Fair Shake Village Africa | ||||||||
| 3 Compund | Gorblee | WI | 53704 | PC | Develop Facilities | $500 | ||
| School Supplies To Various School Districts | ||||||||
| Various | Various | WI | 11111 | PC | To supply school supplies to various school districts | $65,935 | ||
| Achievement Academy | ||||||||
| 716 E Bella Vista Street | Lakeland | FL | 33805 | PC | General Support | $1,000 | ||
| Solace Friends Inc | ||||||||
| PO Box 5587 | Madison | WI | 53705 | NONE | General Support | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,619 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Vogel Bros Building Co | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 FEN OAK DRIVE | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TD AMERITRADE - INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $278,489 | BookValueAmt |
| EOYFMV | $622,733 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| REGISTRATION FEES | $79 |
| PAY PAL FEES | $41 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $84 | Amt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $171 | $171 |
| EXCISE TAX | $167 | $167 |