GEORGE KRESS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE KRESS FOUNDATION (EIN 39-6050768)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349101506
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:09:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | 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 | 396050768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE KRESS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9204335192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19017 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543019017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE HANSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204335192 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | STEVEN CRONK CPA | PreparerPersonNm |
| PTIN | P01288895 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2024-11-07 | 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 | $23,110,951 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $516,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $363,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,272,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $363,302 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,879,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $877,618 | 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 |
| Other Prof Fees Rev And Expnss | $91,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,661 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $661 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,624,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,624,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,720,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,624,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,159,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $785,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,765 | CashBOYAmt |
| Cash EOY | $17,707 | CashEOYAmt |
| Cash EOYFMV | $17,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,349 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,416,258 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,953,978 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,934,116 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,735,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,431,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,448,503 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,822,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,641,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,373,276 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,231,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,381,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,110,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,231,002 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,381,724 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,231,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,381,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,231,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,381,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,231,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,159,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,390,242 | SubtotalAmt |
| Other Decreases | $8,518 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,381,724 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - | $5,234,714 | $4,909,414 | $325,300 | $325,300 | |
| CAPITAL GAINS DIVIDENDS | $38,002 | $38,002 | $38,002 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $363,302 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,786 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,786 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,871 | OverpaymentAmt |
| Applied To ES Tax | $12,871 | 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 | MICHELLE HANSEN | IndividualWithBooksNm |
| Phone | 9204335192 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19017 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543019017 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE HANSEN | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | PRESIDENT | 35.00 | $0 | $0 | $0 |
| WILLIAM KRESS | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARILYN SWANSON | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| INGRID KRESS | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TERRY SWANSON | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED TRUST COMPANY NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12800 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $91,608 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $23,453,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,761,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,761,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,405,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,170,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,170,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,915 | TotalTaxAmt |
| Distributable Before Adj | $1,159,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,159,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,159,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,624,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,624,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,159,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,987,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,053,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,653,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,150,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,366,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,211,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,624,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,159,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,465,388 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,676,998 | 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 | $3,987,081 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,689,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,053,782 | ExcessFromYear4Amt |
| Excess From Year3 | $2,653,949 | ExcessFromYear3Amt |
| Excess From Year2 | $2,150,536 | ExcessFromYear2Amt |
| Excess From Year1 | $2,366,262 | ExcessFromYear1Amt |
| Excess From Current Year | $2,465,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADULT & TEEN CHALLENGE NORTHEASTERN WISCONSIN | ||||||||
| 999 N MILITARY AVENUE | GREEN BAY | WI | 54303 | N/A | PC | RESIDENTIAL RECOVERY PROGRAM FOR MEN | $125,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 620 S 76TH STREET 160 | MILWAUKEE | WI | 53214 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $500 | |
| ASPIRO | ||||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | N/A | PC | MATCHING GIFT SUPPORT | $3,000 | |
| ASPIRO | ||||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | N/A | PC | BUS SUPPORT | $50,000 | |
| AWAKEN | ||||||||
| PO BOX 956 | GREEN BAY | WI | 54305 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BELLIN COLLEGE | ||||||||
| 3201 EATON ROAD | GREEN BAY | WI | 54311 | N/A | PC | SCHOLARSHIP (MEMORIAL) | $5,000 | |
| BELLIN HEALTH FOUNDATION | ||||||||
| PO BOX 23400 | GREEN BAY | WI | 54305 | N/A | PC | IN FULL EMBRACE CAMPAIGN (2 OF 4) | $250,000 | |
| BELLIN HEALTH FOUNDATION | ||||||||
| PO BOX 23400 | GREEN BAY | WI | 543053400 | N/A | PC | BELLIN RUN 2023 | $12,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | ||||||||
| 227400 RIB MOUNTAIN DRIVE SUITE G | WAUSAU | WI | 54401 | N/A | PC | BOWL FOR KIDS SAKE | $2,500 | |
| BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN | ||||||||
| 520 N BROADWAY SUITE 220 | GREEN BAY | WI | 54303 | N/A | PC | MISSION PARTNER | $15,000 | |
| BIRDER STUDIO OF PERFORMING ARTS FUND | ||||||||
| 123 S BROADWAY | DEPERE | WI | 54115 | N/A | PC | ARTS EDUCATION FOR UNDERSERVED STUDENTS | $5,000 | |
| BOY SCOUTS OF AMERICA BAY-LAKES COUNCIL | ||||||||
| PO BOX 267 | APPLETON | WI | 549120267 | N/A | PC | GOLDEN EAGLE LIFE SPONSORSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF GREATER GREEN BAY | ||||||||
| 1451 UNIVERSITY AVENUE | GREEN BAY | WI | 54302 | N/A | PC | 2023 PROGRAM SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF MANITOWOC COUNTY | ||||||||
| PO BOX 756 | MANITOWOC | WI | 54221 | N/A | PC | PLEDGE COMMITMENT (3 OF 3) | $30,000 | |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | ||||||||
| 1710 N 2ND ST | WAUSAU | WI | 54403 | N/A | PC | CAREER & WORKFORCE DEVELOPMENT | $10,000 | |
| BRAIN CENTER OF GREEN BAY INC | ||||||||
| 2801 S WEBSTER | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| BROWN COUNTY CIVIC MUSIC ASSOCIATION | ||||||||
| 1150 HILL DR | HOBART | WI | 54155 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| BROWN COUNTY UNITED WAY | ||||||||
| PO BOX 1593 | GREEN BAY | WI | 54305 | N/A | PC | UNITED WAY ANNUAL CAMPAIGN | $75,000 | |
| CELLCOM GREEN BAY MARATHON | ||||||||
| PO BOX 22490 | GREEN BAY | WI | 54305 | N/A | PC | CELLCOM GREEN BAY MARATHON SPONSORSHIP | $16,500 | |
| CENTER FOR CHILDHOOD SAFETY | ||||||||
| 2827 RAMADA WAY | GREEN BAY | WI | 54304 | N/A | PC | CHILD PASSENGER SAFETY PROJECT | $15,000 | |
| CESA 7 | ||||||||
| 595 BAETEN ROAD | GREEN BAY | WI | 54304 | N/A | PC | SUPPORTING CHILDREN WITH LITERACY DEVELOPMENT | $2,500 | |
| CHILDREN'S IMAGINARIUM INC | ||||||||
| PO BOX 1548 | WAUSAU | WI | 544021548 | N/A | PC | CHILDREN'S IMAGINARIUM - GEAR UP CAMPAIGN | $50,000 | |
| CIVIC SYMPHONY OF GREEN BAY | ||||||||
| PO BOX 302 | GREEN BAY | WI | 54305 | N/A | PC | ARTS & EDUCATION | $15,000 | |
| CLEAN WATER ACTION COUNCIL OF NORTHEASTERN WISCONSIN INC | ||||||||
| PO BOX 9144 | GREEN BAY | WI | 54308 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| COLLEGEREADY | ||||||||
| 715 SUPERIOR ROAD SUITE 102 | GREEN BAY | WI | 54311 | N/A | PC | LAMP OF KNOWLEDGE | $15,000 | |
| CONWAY COUNTY SCHOOL COUNTS | ||||||||
| PO BOX 282 | MORRILTON | AZ | 72110 | N/A | PC | PROVIDING EDUCATION OPPORTUNITIES FOR ALL STUDENTS | $34,000 | |
| COON RAPIDS ROTARY FOUNDATION | ||||||||
| PO BOX 48905 | COON RAPIDS | MN | 55448 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF BROWN COUNTY | ||||||||
| 414 E WALNUT STREET SUITE 170 | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CP INC | ||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $15,500 | |
| CRUISE FOR CANCER | ||||||||
| 1031 DEVONWOOD DRIVE | GREEN BAY | WI | 54304 | N/A | PC | COMPASSIONATE CARE FOR CANCER FAMILIES | $1,000 | |
| CURATIVE CONNECTIONS | ||||||||
| 2900 CURRY LANE PO BOX 8027 | GREEN BAY | WI | 543088027 | N/A | PC | YESTER YEAR VILLAGE CAMPAIGN (2 OF 3) | $80,000 | |
| DC EVEREST EDUCATION FOUNDATION | ||||||||
| PO BOX 114 | SCHOFIELD | WI | 54476 | N/A | PC | GREENHECK TURNER COMMUNITY CENTER | $50,000 | |
| DOOR COUNTY YMCA INC | ||||||||
| 1900 MICHIGAN STREET | STURGEON BAY | WI | 54235 | N/A | PC | HEART OF THE COMMUNITY CAMPAIGN | $200,000 | |
| DOWNTOWN GREEN BAY CHARITIES INC | ||||||||
| 130 E WALNUT STREET SUITE 501 | GREEN BAY | WI | 54301 | N/A | PC | ART FEST GREEN BAY | $17,500 | |
| DOWNTOWN GREEN BAY CHARITIES INC | ||||||||
| 130 E WALNUT STREET SUITE 501 | GREEN BAY | WI | 54301 | N/A | PC | 2023 HEART OF THE CITY DONOR | $3,000 | |
| EMILY'S NINJAS LLC | ||||||||
| 2503 REMINGTON ROAD | GREEN BAY | WI | 54302 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ENCOMPASS EARLY EDUCATION & CARE (CAROL & BOB BUSH LEGACY FUND) | ||||||||
| PO BOX 1627 | GREEN BAY | WI | 54305 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $2,000 | |
| ENCOMPASS EARLY EDUCATION & CARE INC | ||||||||
| PO BOX 1627 1823 S WEBSTER AVE | GREEN BAY | WI | 543051627 | N/A | PC | THE BIG EVENT | $5,000 | |
| ENCOMPASS EARLY EDUCATION AND CARE | ||||||||
| PO BOX 1627 | GREEN BAY | WI | 54305 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $500 | |
| ENVISION GREATER GREEN BAY | ||||||||
| PO BOX 625 | GREEN BAY | WI | 54305 | N/A | PC | WORLD FUTURES DAY | $3,000 | |
| FAMILY SERVICES OF NORTHEAST WI | ||||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | N/A | PC | MATCHING GIFTS | $5,000 | |
| FAMILY SERVICES OF NORTHEAST WI | ||||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| FAMILY SERVICES OF NORTHEAST WI | ||||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | N/A | PC | GREEN & GOLD GALA - PROGRAM SUPPORT | $25,000 | |
| FATHER ALLOUEZ CATHOLIC SCHOOL | ||||||||
| 2765 WEBSTER AVENUE | GREEN BAY | WI | 54301 | N/A | PC | S.T.R.E.A.M. CURRICULUM | $1,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND - SPIRIT OF CHILDREN | ||||||||
| 6826 BLACK HORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 082344197 | N/A | PC | SPIRIT OF CHILDREN - CHILD LIFE SERVICES | $15,000 | |
| FOREST HISTORY SOCIETY | ||||||||
| 2925 ACADEMY ROAD | DURHAM | NC | 27705 | N/A | PC | PROGRAM OUTREACH AND DIGITIZATION | $10,000 | |
| FOSTER THE VILLAGE INC | ||||||||
| 1848 SADDLEBROOK LN | DE PERE | WI | 54115 | N/A | PC | FOSTER THE FUTURE CAMPAIGN | $25,000 | |
| FOSTER THE VILLAGE INC | ||||||||
| 1848 SADDLEBROOK LN | DE PERE | WI | 54115 | N/A | PC | FOSTER THE FUTURE CAMPAIGN | $10,000 | |
| FOUNDATION FIGHTING BLINDNESS CRAFTING CURES COMMITTEE | ||||||||
| PO BOX 45933 | BALTIMORE | MD | 212975933 | N/A | PC | 2023-PROGRAM SUPPORT | $5,000 | |
| FOUNDATIONS HEALTH & WHOLENESS INC | ||||||||
| 1061 W MASON STREET | GREEN BAY | WI | 54303 | N/A | PC | ETHICS IN ACTION HONORS EVENT | $28,700 | |
| FREEDOM HOUSE MINISTRIES INC | ||||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | N/A | PC | ANNUAL PROGRAM SUPPORT | $15,000 | |
| FREEDOM HOUSE MINISTRIES INC | ||||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | N/A | PC | PROGRAM RAPTOR REWARD MATCH FOR RED SMITH | $250 | |
| FRIENDS OF BAY BEACH INC | ||||||||
| 1740 COFRIN DRIVE | GREEN BAY | WI | 54302 | N/A | PC | BAY BEACH ALL-INCLUSIVE PLAYGROUND | $500,000 | |
| FRIENDS OF KOHLER-ANDRAE STATE PARK | ||||||||
| 1020 BEACH PARK LANE | SHEBOYGAN | WI | 53081 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $2,500 | |
| FRIENDS OF THE FOX RIVER TRAIL | ||||||||
| 214 SIMONET ST | GREEN BAY | WI | 54301 | N/A | PC | UPGRADE FOX RIVER TRAIL (PAYMENT 1 OF 2) | $50,000 | |
| GOLDEN HOUSE | ||||||||
| 1120 UNIVERSITY AVENUE PO BOX 727 | GREEN BAY | WI | 543050727 | N/A | PC | ON THE RISE CAPITAL CAMPAIGN | $125,000 | |
| GOLDEN HOUSE | ||||||||
| 1120 UNIVERSITY AVENUE PO BOX 727 | GREEN BAY | WI | 543050727 | N/A | PC | SHOW OF STRENGTH CAMPAIGN | $7,500 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | LEADERSHIP GREEN BAY | $5,000 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | TEEN LEADERSHIP | $5,000 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | GOLDEN APPLE AWARDS | $20,000 | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 400 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 400 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | GIVE BIG GREEN BAY | $20,474 | |
| GREATER GREEN BAY HABITAT FOR HUMANITY | ||||||||
| 1967 ALLOUEZ AVENUE | GREEN BAY | WI | 54311 | N/A | PC | RESTORE TRUCK | $50,000 | |
| GREATER GREEN BAY HABITAT FOR HUMANITY | ||||||||
| 1967 ALLOUEZ AVENUE | GREEN BAY | WI | 54311 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| GREATER GREEN BAY YMCA INC | ||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 543015126 | N/A | PC | GREEN BAY YMCA ANNUAL SUPPORT | $25,000 | |
| GREATER GREEN BAY YMCA INC | ||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 543015126 | N/A | PC | CAMP HINTERLAND ANNUAL CAMPAIGN | $2,000 | |
| GREEN BAY BOTANICAL GARDENS | ||||||||
| 2600 LARSEN ROAD | GREEN BAY | WI | 54303 | N/A | PC | NATURE NUTURES CAMPAIGN - TREE HOUSE PROJECT | $250,000 | |
| GREEN BAY BOTANICAL GARDENS | ||||||||
| 2600 LARSEN ROAD | GREEN BAY | WI | 54303 | N/A | PC | GARDEN OF LIGHTS | $5,000 | |
| HOUSE OF HOPE GREEN BAY INC | ||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | N/A | PC | TOUCHDOWNS FOR HOPE | $5,000 | |
| HOWE COMMUNITY RESOURCE CENTER | ||||||||
| 526 S MONROE AVENUE | GREEN BAY | WI | 54301 | N/A | PC | DOLLY PARDON IMAGINATION LIBRARY | $50,000 | |
| INTERNATIONAL CORRUGATED PACKAGING FOUNDATION | ||||||||
| 500 PARK BOULEVARD SUITE 985 | ITASCA | IL | 60143 | N/A | PC | CIRCLE OF DISTINGUISHED LEADERS | $10,000 | |
| IUFSCHWARZ FUND (CANCER CENTER) | ||||||||
| PO BOX 7072 | INDIANAPOLIS | IN | 46207 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $5,000 | |
| JACK LINK'S AQUATIC & ACTIVITY CENTER | ||||||||
| 714 WEST HOKAH STREET | MINONG | WI | 54859 | N/A | PC | AQUATIC & ACTIVITY CENTER | $10,000 | |
| JUNIOR ACHIEVEMENT OF WI INC - GREATER GREEN BAY AREA | ||||||||
| 320 MAIN AVENUE SUITE 101 | DE PERE | WI | 54115 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN NCW | ||||||||
| 300 3RD STREET SUITE L04 | WAUSAU | WI | 54403 | N/A | PC | PROGRAM SUPPORT | $3,500 | |
| KIDS IN NEED FOUNDATION | ||||||||
| 2719 PATTON ROAD | ROSEVILLE | MN | 55113 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $2,000 | |
| LAKELAND UNIVERSITY | ||||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 53073 | N/A | PC | ANNUAL SCHOLARSHIPS | $7,500 | |
| LAUREL RIDGE EDUCATIONAL FOUNDATION | ||||||||
| 173 SKIRMISHER LANE | MIDDLETOWN | VA | 22645 | N/A | PC | COMMUNITY COLLEGE SPONSORSHIP | $5,000 | |
| LITERACY GREEN BAY INC | ||||||||
| 424 S MONROE AVENUE | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MAKE A WISH WISCONSIN | ||||||||
| 200 E WASHINGTON STREET SUITE 2F | APPLETON | WI | 54911 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| MARCH OF DIMES | ||||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| MOMENTS HOSPICE | ||||||||
| 5517 W WATERFORD LN SUITE C | APPLETON | WI | 54913 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $250 | |
| MORRISON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 7211 COUNTY ROAD W | GREENLEAF | WI | 54126 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MOSAIC ARTS INC | ||||||||
| PO BOX 1344 | GREEN BAY | WI | 543051344 | N/A | PC | 43RD ANNUAL ARTSTREET | $15,000 | |
| MYTEAM TRIUMPH WISCONSIN | ||||||||
| 1406 S JACKSON ST | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| NASHVILLE COACHING COALITION | ||||||||
| 2416 21ST AVE SOUTH SUITE 203A | NASHVILLE | TN | 37212 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| NATIONAL FIRE SAFETY COUNCIL INC | ||||||||
| 501 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | FIRE SAFETY | $1,500 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 306 | CONSHOHOCKEN | PA | 19428 | N/A | PC | EAST WEST LABEL - MS WALK | $1,000 | |
| NEVILLE PUBLIC MUSEUM FOUNDATION | ||||||||
| PO BOX 325 | GREEN BAY | WI | 54305 | N/A | PC | NEVILLE PUBLIC MUSEUM FOUNDATION - 2024 EXHIBITS AND PROGRAMS | $30,000 | |
| NEW COMMUNITY SHELTER INC | ||||||||
| 301 MATHER STREET | GREEN BAY | WI | 54303 | N/A | PC | PROGRAM SUPPORT - MEAL PROGRAM | $10,000 | |
| NEW NORTH | ||||||||
| 2740 W MASON STREET | GREEN BAY | WI | 54303 | N/A | PC | 2023 INVEST IN COLLABORATION | $10,000 | |
| NEW ZOOLOGICAL SOCIETY INC | ||||||||
| PO BOX 12647 | GREEN BAY | WI | 54307 | N/A | PC | NEW ZOO & ADVENTURE PARK | $100,000 | |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | ||||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | PC | SCHOLARSHIP SUPPORT | $2,000 | |
| NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC | ||||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | N/A | PC | MAKING COLLEGE POSSIBLE | $50,000 | |
| NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC | ||||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | N/A | PC | SCHOLARSHIP SUPPORT | $6,000 | |
| NOTRE DAME DE LA BAIE ACADEMY | ||||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 54303 | N/A | PC | NDA ATHLETICS SUPPORT-TRITONFEST 2024 | $10,000 | |
| NOTRE DAME DE LA BAIE ACADEMY | ||||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 54303 | N/A | PC | NDA ATHLETICS SUPPORT | $2,000 | |
| ON THE MARK DYSLEXIA CLINIC | ||||||||
| 716 S MADISON STREET | GREEN BAY | WI | 54301 | N/A | PC | ON THE MARK DYSLEXIA CLINIC | $5,000 | |
| PAUL'S PANTRY | ||||||||
| 1513 LEO FRIGO WAY | GREEN BAY | WI | 54302 | N/A | PC | NEIGHBORS FEEDING NEIGHBORS | $5,000 | |
| PAUL'S PANTRY | ||||||||
| 1520 LEO FRIGO DRIVE | GREEN BAY | WI | 54302 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $500 | |
| PBS WISCONSIN | ||||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | N/A | PC | PBS WELCOME FRIENDS-EDUCATION PROGRAM | $3,000 | |
| PENINSULA PLAYERS THEATRE FOUNDATION INC | ||||||||
| 4351 PENINSULA PLAYERS ROAD | FISH CREEK | WI | 54212 | N/A | PC | ACT II PROTECTING THE PAST ENSURING THE FUTURE | $125,000 | |
| PENINSULA SCHOOL OF ART | ||||||||
| PO BOX 304 | FISH CREEK | WI | 54212 | N/A | PC | DOOR TO CREATIVITY CAMPAIGN (3 OF 3) | $100,000 | |
| PULP & PAPER SAFETY ASSOCIATION | ||||||||
| 15 TECHNOLOGY PARKWAY S SUITE 115 | PEACHTREE CORNERS | GA | 30092 | N/A | PC | PPSA AWARD SPONSOR | $3,500 | |
| RAWHIDE BOYS RANCH | ||||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 549619025 | N/A | PC | RAWHIDE YOUTH SERVICES | $10,000 | |
| RC MEMORIAL FOUNDATION | ||||||||
| PO BOX 5553 | DE PERE | WI | 54115 | N/A | PC | SUPPORT CHILDREN WITH CANCER | $2,500 | |
| RED SMITH SCHOOL | ||||||||
| 2675 SUSSEX ROAD | GREEN BAY | WI | 54311 | N/A | PC | SCHOOL PROJECTS | $3,000 | |
| REDBIRD DISTRICT PROJECTS | ||||||||
| 1700 CHICAGO STREET | DE PERE | WI | 54115 | N/A | PC | TENNIS CONSTRUCTION PROJECT | $5,000 | |
| REINS INC | ||||||||
| W2647 COUNTY ROAD O | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | IMAGINE CAPITOL CAMPAIGN | $50,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC | ||||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | ROOM SPONSORSHIP | $2,500 | |
| ROTARY FOUNDATION OF GREEN BAY INC | ||||||||
| N282 STONEY BROOK ROAD SUITE D | APPLETON | WI | 54915 | N/A | PC | FEA, SCHOLARSHIPS, AND GRANTS | $10,000 | |
| SANDUSKY COUNTY COMMUNITIES FOUNDATION | ||||||||
| 1245 NAPOLEON ROAD | FREMONT | OH | 43420 | N/A | PC | 25TH ANNIVERSARY GIVING CAMPAIGN | $5,000 | |
| SERVICE LEAGUE OF GREEN BAY | ||||||||
| PO BOX 372 | GREEN BAY | WI | 54305 | N/A | PC | BACK TO SCHOOL STORE/SCHOOL SUPPLIES | $3,000 | |
| ST JOHN'S LUTHERAN CHURCH | ||||||||
| N1926 CHURCH ROAD | PESHTIGO | WI | 54157 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $250 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | N/A | PC | ST. NORBERT COLLEGE MUSIC THEATRE SUMMER 2023 SEASON | $5,000 | |
| ST VINCENT DE PAUL CATHOLIC CHURCH | ||||||||
| 9100 93RD AVE NORTH | BROOKLYN PARK | MN | 55445 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $5,000 | |
| STOUT UNIVERSITY FOUNDATION | ||||||||
| 320 SOUTH BROADWAY PO BOX 790 | MENOMONIE | WI | 547510790 | N/A | PC | 2023 SCHOLARSHIP SUPPORT | $1,500 | |
| SYBLE HOPP SCHOOL | ||||||||
| 755 SCHEURING ROAD | DE PERE | WI | 54115 | N/A | GOV | SYBLE HOPP CAPITAL CAMPAIGN (3 OF 3) | $250,000 | |
| THE AVENUE 911 | ||||||||
| PO BOX 2577 | APPLETON | WI | 54912 | N/A | PC | 2023-PROGRAM SUPPORT | $5,000 | |
| THE CHERRY STREET MISSION | ||||||||
| 1501 MONROE ST PO BOX 9100 | TOLEDO | OH | 436049100 | N/A | PC | 2023 PROGRAM SUPPORT HOMELESS | $2,500 | |
| THE MARY KAY FOUNDATION | ||||||||
| PO BOX 799044 | DALLAS | TX | 75379 | N/A | PC | 2023 MARY KAY CHARITY GOLF - PROGRAM SUPPORT | $5,250 | |
| THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN INC | ||||||||
| 1983 PAINT HORSE TRAIL | DE PERE | WI | 54115 | N/A | PC | VETERAN PROGRAM SUPPORT | $10,000 | |
| THE NEIGHBOR'S PLACE | ||||||||
| 360 GRAND AVENUE SUITE 200 | WAUSAU | WI | 54403 | N/A | PC | PEOPLE HELPING PEOPLE | $2,500 | |
| THE PENCIL BOX INC | ||||||||
| 2002 EAST 6TH STREET | TULSA | OK | 74104 | N/A | PC | CAPITAL CAMPAIGN (2 OF 2) | $25,000 | |
| THE VOLUNTEER CENTER OF BROWN COUNTY | ||||||||
| 984 NINTH STREET | GREEN BAY | WI | 54304 | N/A | PC | RAKE UP GREEN BAY SPONSOR | $5,000 | |
| THE VOLUNTEER CENTER OF BROWN COUNTY | ||||||||
| 984 NINTH STREET | GREEN BAY | WI | 54304 | N/A | PC | VOLUNTEER AWARDS | $3,500 | |
| THE WOMEN'S COMMUNITY | ||||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| TREES FOR TOMORROW INC | ||||||||
| PO BOX 609 519 E SHERIDAN ST | EAGLE RIVER | WI | 54521 | N/A | PC | EXPLORING THE SCIENCE OF NATURE WITH BROWN COUNTY K12 STUDENTS | $7,500 | |
| TULSA AREA UNITED WAY | ||||||||
| 1430 S BOULDER AVENUE | TULSA | OK | 74119 | N/A | PC | 2023 UNITED WAY ANNUAL CAMPAIGN | $3,000 | |
| US VENTURE OPEN | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | N/A | PC | PROGRAM SUPPORT-END POVERTY | $15,000 | |
| UNITED WAY KALAMAZOO | ||||||||
| 709 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49007 | N/A | PC | ANNUAL CAMPAIGN SUPPORT | $14,000 | |
| UNITED WAY OF MARATHON COUNTY | ||||||||
| 705 S 24TH AVENUE | WAUSAU | WI | 54401 | N/A | PC | UNITED WAY ANNUAL CAMPAIGN | $10,000 | |
| UNITED WAY SANDUSKY | ||||||||
| 826 W STATE STREET | FREMONT | OH | 43420 | N/A | PC | ANNUAL CAMPAIGN SUPPORT | $5,000 | |
| UNITY HOSPICE | ||||||||
| 2366 OAK RIDGE CIRCLE | DE PERE | WI | 54115 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $500 | |
| UNITY HOSPICE | ||||||||
| ATTN DEVELOPMENT 2366 OAK RIDGE | DE PERE | WI | 54115 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $500 | CIRCLE |
| UNITY HOSPICE | ||||||||
| 2366 OAK RIDGE CIRCLE | DE PERE | WI | 54115 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $1,000 | |
| UNITY HOSPICE | ||||||||
| 2366 OAK RIDGE CIR | DE PERE | WI | 54115 | N/A | PC | PROGRAM SUPPORT (MEMORIAL) | $1,000 | |
| UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PC | ATHLETICS | $10,000 | |
| UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION - THE WEIDNER | ||||||||
| 2420 NICOLET DR | GREEN BAY | WI | 54311 | N/A | PC | STAGE DOORS | $35,000 | |
| UNIVERSITY OF WISCONSIN STEVENS POINT PAPER SCIENCE FOUNDATION INC | ||||||||
| D 284 SCIENCE BUILDING 2001 FOURTH | STEVENS POINT | WI | 54481 | N/A | PC | UWSP SCHOLARSHIP | $5,000 | AVE |
| UW EXTENSION COMMUNITY GARDEN PROGRAM | ||||||||
| PO BOX 23600 | GREEN BAY | WI | 54305 | N/A | PC | MAIN ST. COMMUNITY GARDEN - LEADERSHIP GB TEAM #1 | $2,500 | |
| VALLEY KID'S FOUNDATION INC | ||||||||
| 501 S NICOLET ROAD | APPLETON | WI | 54914 | N/A | PC | MAKING KIDS' DREAMS A REALITY | $1,250 | |
| VIETNAM VETERANS OF AMERICA CHAPTER 224 | ||||||||
| 3551 FINGER ROAD | GREEN BAY | WI | 54311 | N/A | PC | 2023 PEARLY GATES VETERANS BENEFIT | $1,000 | |
| WALTER'S CHILDREN CHARITY | ||||||||
| 3213 ADAMS STREET | RIVERSIDE | CA | 92504 | N/A | PC | CHILDREN'S HOSPITAL-HELPING HEAL CHILDREN | $7,500 | |
| WBCA | ||||||||
| 218 S LINCOLN ST | CUBA CITY | WI | 53807 | N/A | PC | MACC FUND | $500 | |
| WISCONSIN HUMANE SOCIETY | ||||||||
| 1830 RADISSON STREET | GREEN BAY | WI | 54302 | N/A | PC | CRITICAL ANIMAL CARE | $25,000 | |
| WISCONSIN PARKINSON ASSOCIATION | ||||||||
| 16655 W BLUEMOUND RD 330 | BROOKFIELD | WI | 53005 | N/A | PC | PITCHING FOR PARKINSON'S | $1,000 | |
| WISCONSIN POLICY FORUM | ||||||||
| 633 W WISCONSIN AVENUE SUITE 406 | MILWAUKEE | WI | 53203 | N/A | PC | IMPARTIAL PUBLIC POLICY RESEARCH FOR WI | $4,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,624,724 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $363,302 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $879,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $879,365 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN BAY PACKAGING INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N WEBSTER COURT | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINANCIAL INC 3.700 10/15/2024 | $201,608 | $197,522 |
| APPLE INC 2.75 01/13/2025 CALLABLE | $197,912 | $195,958 |
| BANK OF NY MELLON CORP 3.850 04/26/2029 CALLABLE | $197,210 | $193,828 |
| BRISTOL-MYERS SQUIBB CO 2.950 3/15/2032 110122-DU-9 | $304,238 | $311,014 |
| CHEVRON CORP 2.236 05/11/2030 CALLABLE | $176,764 | $177,202 |
| COMCAST CORP 3.950 10/15/2025 20030N-CS-8 | $206,672 | $197,260 |
| ENTERPRISE PRODUCTS OPERATING LLC 2.800 01/31/2030 29379V-BX-0 | $303,737 | $316,526 |
| EXXON MOBIL CORP 2.275 8/16/2026 30231G-BD-3 | $331,597 | $333,004 |
| HOME DEPOT INC 2.000 9/14/2027 437076-BT-8 | $334,751 | $332,682 |
| JP MORGAN CHASE 2.95 10/01/2026 CALLABLE | $194,040 | $190,514 |
| MERCK & CO INC 1.700 06/10/2027 | $198,852 | $183,322 |
| NORTHERN TRUST CORP 1.950 05/01/2030 CALLABLE | $174,884 | $171,860 |
| ORACLE CORP 3.250 11/15/2027 CALLABLE 08/15/2027 | $200,978 | $189,874 |
| PNC FINANCIAL SERVICES | $206,768 | $189,356 |
| ROYAL BANK OF CANADA 2.550 07/16/2024 78013X-ZU-5 | $200,928 | $196,940 |
| SALESFORCE.COM INC 3.7 04/11/2028 79466L-AF-1 | $219,040 | $195,970 |
| CHARLES SCHWAB CORP 3.450 02/13/2026 | $200,208 | $193,778 |
| STATE STREET CORP 3.55 08/18/2025 857477-AT-0 | $202,174 | $196,224 |
| TARGET CORP 3.50 07/01/2024 87612E-BD-7 | $201,412 | $198,252 |
| TORONTO DOMINION BANK 2.800 03/10/2027 | $192,036 | $188,840 |
| US BANCORP 2.375 07/22/2026 CALLABLE | $199,654 | $187,740 |
| WALMART INC 3.700 06/26/2028 931142-EE-9 | $343,641 | $340,819 |
| T ROWE PRICE SHORT-TERM BOND - I 77957P-40-2 | $773,695 | $745,583 |
| VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES 922031-83-6 | $2,878,337 | $2,749,208 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SELECT SECTOR SPDR TR MATERIALS 81369Y-10-0 | $131,615 | $135,752 |
| ALPHABET INC CL A COM 02079K-30-5 | $134,078 | $608,490 |
| COMCAST CORP CL A COM 20030N-10-1 | $45,375 | $136,724 |
| COMM SERV SELECT SECTOR SPDR ETF 81369Y-85-2 | $72,394 | $101,361 |
| AMAZON.COM INC COM 023135-10-6 | $52,211 | $399,146 |
| LOWES COS INC COM 548661-10-7 | $41,622 | $137,536 |
| MCDONALDS CORP COM 580135-10-1 | $142,145 | $212,894 |
| NIKE INC CL B 654106-10-3 | $109,775 | $120,296 |
| TJX COMPANIES INC COM NEW 872540-10-9 | $93,264 | $124,673 |
| MONDELEZ INTERNATIONAL INC COM 609207-10-5 | $102,742 | $178,033 |
| PEPSICO INC COM 713448-10-8 | $107,004 | $126,870 |
| PROCTER & GAMBLE CO COM 742718-10-9 | $64,918 | $120,749 |
| SYSCO CORP COM 871829-10-7 | $99,940 | $91,266 |
| WALMART INC COM 931142-10-3 | $70,936 | $91,595 |
| EXXON MOBIL CORP COM 30231G-10-2 | $152,638 | $230,954 |
| PHILLIPS 66 COM | $45,993 | $92,000 |
| WOODSIDE ENERGY GROUP LTD 980228-30-8 | $89,681 | $73,541 |
| ALLSTATE CORP COM 020002-10-1 | $41,603 | $119,123 |
| AMERIPRISE FINANCIAL INC COM 03076C-10-6 | $66,123 | $130,282 |
| BANK OF AMERICA CORP COM 060505-10-4 | $70,587 | $76,565 |
| BERKSHIRE HATHAWAY INC CL B COM 084670-70-2 | $67,070 | $146,587 |
| DISCOVER FINANCIAL SERVICES COM 254709-10-8 | $52,264 | $96,102 |
| JPMORGAN CHASE & CO COM 46625H-10-0 | $73,188 | $201,569 |
| SCHWAB CHARLES CORP COM 808513-10-5 | $123,101 | $154,731 |
| MEDTRONIC PLC G5960L-10-3 | $153,482 | $119,945 |
| ABBOTT LABS COM 002824-10-0 | $87,814 | $96,751 |
| BOSTON SCIENTIFIC CORP COM 101137-10-7 | $99,940 | $168,516 |
| BRISTOL-MYERS SQUIBB CO COM 110122-10-8 | $39,227 | $30,889 |
| CIGNA CORP COM 125523-10-0 | $72,855 | $120,978 |
| CVS HEALTH CORP COM 126650-10-0 | $88,306 | $85,119 |
| IQVIA HOLDINGS INC COM 46266C-10-5 | $102,437 | $163,123 |
| LILLY ELI & CO COM 532457-10-8 | $133,621 | $131,157 |
| MERCK & CO INC NEW COM 58933Y-10-5 | $88,900 | $121,666 |
| SPDR S&P BIOTECH ETF 78464A-87-0 | $175,397 | $174,294 |
| THERMO FISHER SCIENTIFIC INC 883556-10-2 | $112,429 | $150,214 |
| APPLE INC COM 037833-10-0 | $92,104 | $570,081 |
| FISERV INC COM 337738-10-8 | $164,762 | $212,810 |
| LAM RESEARCH CORP COM 512807-10-8 | $92,737 | $433,926 |
| MASTERCARD INC CL A COM 57636Q-10-4 | $32,568 | $118,570 |
| MICROSOFT CORP COM 594918-10-4 | $74,816 | $763,361 |
| NVIDIA CORP COM 67066G-10-4 | $177,364 | $447,184 |
| SERVICENOW INC COM 81762P-10-2 | $156,604 | $517,151 |
| EATON CORP PLC ORD G29183-10-3 | $112,119 | $167,611 |
| CUMMINS INC COM | $125,995 | $125,055 |
| HONEYWELL INTL INC COM | $84,093 | $106,742 |
| NORTHROP GRUMMAN CORP COM 666807-10-2 | $96,144 | $136,697 |
| OLD DOMINION FREIGHT LINE COM 679580-10-0 | $102,895 | $142,676 |
| UNION PAC CORP COM 907818-10-8 | $56,659 | $128,214 |
| SELECT SECTOR SPDR TR UTILITIES 81369Y-88-6 | $34,804 | $35,338 |
| XCEL ENERGY INC COM 98389B-10-0 | $185,899 | $186,844 |
| VANGUARD REAL ESTATE ETF 922908-55-3 | $157,259 | $183,877 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND - R6 | $117,349 | $121,567 |
| AMERICAN BEACON SMALL CAP VALUE FUND - R5 | $426,361 | $465,155 |
| BAIRD MIDCAP FUND-INST 057071-81-3 | $663,605 | $890,951 |
| AM FUNDS EUROPACIFIC GROWTH FUND F-3 | $123,715 | $148,660 |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 | $644,656 | $727,333 |
| WASATCH SMALL CAP GROWTH FUND - INST 936793-67-8 | $504,371 | $549,209 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,953,978 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,934,116 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENTS TO BASIS | Desc |
| Amt | $8,518 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSOCIATED BANK - ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSOCIATED TRUST-INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $91,682 | Amt |
| Net Investment Income | $91,682 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $661 | $661 | $0 |
| EXCISE TAX | $3,000 | $0 | $0 |
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