MARKOS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARKOS FOUNDATION (EIN 39-1836400)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-13
IRS object ID
202320729349101307
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-13T16:01:40-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN361561860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE NORTHERN TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391836400EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARKOS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone3126306000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5507AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS MARKOSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3126306000PhoneNum
Signature2023-02-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3126306000PhoneNum
Preparation2023-02-17PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,715,691FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,200ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$69,783DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,822DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$209,953NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$640,728GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$209,953CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$289,936TotalRevAndExpnssAmt
Total Net Invst Incm$279,775TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,554OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,649OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,905OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,212TaxesRevAndExpnssAmt
Taxes Net Invst Incm$312TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$92OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$92OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,358TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,211TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,247TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,211TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$126,747TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$153,078ExcessRevenueOverExpensesAmt
Net Investment Income$271,564NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$126,375SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,389SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$69,389SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$1,427,983CorporateStockBOYAmt
Corporate Stock EOY$1,555,873CorporateStockEOYAmt
Corporate Stock EOYFMV$2,156,285CorporateStockEOYFMVAmt
Corporate Bonds BOY$393,854CorporateBondsBOYAmt
Corporate Bonds EOY$477,309CorporateBondsEOYAmt
Corporate Bonds EOYFMV$425,866CorporateBondsEOYFMVAmt
Other Investments BOY$56,975OtherInvestmentsBOYAmt
Other Investments EOY$57,490OtherInvestmentsEOYAmt
Other Investments EOYFMV$64,151OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,005,187TotalAssetsBOYAmt
Total Assets EOY$2,160,061TotalAssetsEOYAmt
Total Assets EOYFMV$2,715,691TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,005,187CapitalStockBOYAmt
Capital Stock EOY$2,160,061CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,005,187TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,160,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,005,187TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,160,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,005,187TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$153,078ExcessRevenueOverExpensesAmt
Other Increases$1,796OtherIncreasesAmt
Subtotal$2,160,061SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,160,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
17. ABBVIE INC COM USD0.012020-05-112022-02-16$2,484$1,420$1,064$1,064
5. ALPHABET INC CAP STK USD0.001 CL C2010-03-292022-02-16$13,766$1,400$12,366$12,366
20. BIOGEN INC COMMON STOCK2015-12-112022-02-16$4,297$5,515-$1,218-$1,218
2942.04 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT2019-12-162022-02-17$100,000$58,080$41,920$41,920
2446.98 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT2015-05-222022-05-11$75,000$45,783$29,217$29,217
1235.08 MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY PO2012-05-222022-03-03$30,000$21,589$8,411$8,411
698.65 MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY POR2012-05-222022-05-11$15,000$12,212$2,788$2,788
1602. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD2019-09-182021-10-28$93,104$76,205$16,899$16,899
.5 GENERAL ELECTRIC CO COM USD0.01(POST REV SPLIT)1996-04-082021-08-02$51$53-$2-$2
42. GENERAL ELECTRIC CO COM USD0.01(POST REV SPLIT)1996-04-082022-03-03$3,957$4,428-$471-$471
100. GILEAD SCIENCES INC2020-05-072022-02-16$6,212$7,721-$1,509-$1,509
5. KYNDRYL HLDGS INC COM2010-05-102022-02-16$79$150-$71-$71
50. LAUDER ESTEE COS INC CL A2021-10-282022-05-11$11,619$16,336-$4,717-$4,717
2053.99 MFO NEUBERGER BERMAN EQUITY FDS INTL INSTITUTIONAL FD2019-12-162021-10-28$35,000$20,686$14,314$14,314
4633.21 MFO NEUBERGER BERMAN EQUITY FDS INTL INSTITUTIONAL FD2020-12-142022-03-03$60,000$45,329$14,671$14,671
1295.34 MFO NEUBERGER BERMAN EQUITY FDS INTL INSTITUTIONAL FD2012-01-272022-05-11$15,000$11,295$3,705$3,705
3.96 MFB NORTHERN FDS SHORT BD FD2022-02-162022-02-16$73$73
5443.16 MFB NORTHERN FDS SHORT BD FD2019-10-302022-02-16$100,916$102,500-$1,584-$1,584
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
CAPITAL GAIN DIVIDENDS$74,170P
FieldValueIRS element (for citing)
Capital Gain Net Income$209,953CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,475EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,475TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$300TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126306000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DENNIS MARKOS
N2290 FOLLY LANELAKE GENEVAWI53147PRESIDENT/DIRECTOR0$0
CAROL MARKOS
N2290 FOLLY LANELAKE GENEVAWI53147VICE PRESIDENT/SEC/TREAS0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,110,590AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,110,590TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,110,590AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,659CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,063,931NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,775TaxBasedOnInvestmentIncomeAmt
Total Tax$3,775TotalTaxAmt
Distributable Before Adj$149,422DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$149,422DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$149,422DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,747ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$126,747QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,422DistributableAsAdjustedAmt
Undistributed Income PY$1,007UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$126,747QualifyingDistributionsAmt
Applied To Year1$1,007AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$125,740AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$23,682UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS A MARKOSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
UNIVERSITY OF WISCONSIN-EAU CLAIRE
105 GARFIELD AVEEAU CLAIREWI54701NONEPUBLICGENERAL$2,500
DIVINE MERCY PARISH
1077 TOWER ROADWINNETKAIL60093NONEPUBLICGENERAL$5,000
KAHILU THEATRE
67-1186 LINDSEY ROADKAMUELAHI96743NONEPUBLICGENERAL$4,500
AMERICAN CANCER SOCIETY
3380 CHASTAIN MEADOWS PKWY SUITE 2KENNESAWGA30144NONEPUBLICGENERAL$1,000
NATIONAL MULTIPLE SCLEROSIS
733 THIRD AVENUENEW YORKNY10017NONEPUBLICGENERAL$1,000SOCIETY
WINONA STATE UNIVERSITY FOUNDATION
PO BOX 5838 SOMSEN HALL 204WINONAMN55987NONEPUBLICGENERAL$2,500
MADISON COLLEGE FOUNDATION
3591 ANDERSON STMADISONWI53704NONEPUBLIC CHARITYGENERAL$1,000
UNIVERSITY OF NOTRE DAME
724 GRACE HALLNOTRE DAMEIN46556NONEPUBLICGENERAL$25,000
LEO CATHOLIC HIGH SCHOOL
7901 S SANGAMONCHICAGOIL606202532NONEPUBLIC CHARITYGENERAL$5,000
U OF WISCONSIN FOUNDATION-
975 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYGENERAL$2,500SPARKLE OF HOPE
MARQUETTE UNIVERSITY
915 WEST WISCONSIN AVEMILWAUKEEWI53233NONEPUBLICGENERAL$25,000
UNI OF WISCONSIN - PLATTEVILLE
ULLSVIK CENTER 1PLATTEVILLEWI53818NONEPUBLICGENERAL$2,500
SOUTHWEST WISCONSIN TECH COLLEGE
1800 BRONSON BLVDFENNIMOREWI53809NONEPUBLICGENERAL$1,000
Wisconsin Women's Health Foundation
2503 TODD DRIVEMADISONWI53713NONEPUBLICGENERAL$10,000
WARTBURG COLLEGE
100 WARTBURG BLVDWAVERLYIA50677NONEPUBLICGENERAL$2,500
PICKLES GROUP INC
120 MEADOW LNWINNETKAIL60093NONEPUBLICGENERAL$5,000
THE VOGEL FOUNDATION
PO BOX 440ORANGE CITYIA51041NONEPUBLICGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,783ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$209,953ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$279,736ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$279,736TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SOUND DEVICES
1E7556 STATE RD 23 AND 33REEDSBURGWI53959$5,000Yes (X)
HANKSCRAFT INC
2300 WENGEL DRREEDSBURGWI53959$5,000Yes (X)
MARK PAMELA REICHELDERFER
3513 OZARK TRAILMADISONWI53705$200Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED SCHEDULEBondNm
EOY Book Value$477,309EOYBookValueAmt
EOYFMV$425,866EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$1,555,873EOYBookValueAmt
EOYFMV$2,156,285EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHED SCHEDULECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$57,490BookValueAmt
EOYFMV$64,151EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WISCONSIN FILING FEE$10$0$10
POSTAGE$38$0$38
OFFICE SUPPLIES$44$0$44

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ETC ADJDesc
Amt$1,796Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NT INVESTMENT FEE$3,854$3,854
NT ADVISORY FEES$11,180$2,795$8,385
OUTSIDE MANAGERIAL FEES$20,520$20,520

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$312$312$0
ESTIMATED TAX$1,900$0$0

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