TIKVAH TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIKVAH TR (EIN 39-6777005)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349104046
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T15:04:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420993792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHORTEK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19W24133 RIVERWOOD DRIVE | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396777005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIKVAH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 9202614469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE J LOEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9202614469 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | LOEB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | JULIE M SCHROEDER CPA | PreparerPersonNm |
| PTIN | P00970796 | PTIN |
| Phone | 2625228227 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,675 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $230 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $807 | 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 |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,987 | CashBOYAmt |
| Cash EOY | $12,616 | CashEOYAmt |
| Cash EOYFMV | $12,616 | CashEOYFMVAmt |
| Other Investments BOY | $50,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $60,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $60,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,097 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FIXED INCOME SEC FD SHORT TERM CORP ADMIRAL SHARES | P | 2021-05-24 | 2022-07-28 | $49 | $53 | -$4 | -$4 |
| VANGUARD FIXED INCOME SEC FD SHORT TERM CORP ADMIRAL SHARES | P | 2021-05-24 | 2022-12-21 | $4,000 | $4,396 | -$396 | -$396 |
| DODGE AND COX INCOME FD | P | 2021-05-24 | 2022-07-28 | $353 | $392 | -$39 | -$39 |
| CAPITAL GAINS DIVIDENDS | P | $375 | $375 | $375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$64 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | TaxDueAmt |
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 | BRUCE J LOEB TRUSTEE | IndividualWithBooksNm |
| Phone | 9202614469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE J LOEB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $2,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,848 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,585 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,092 | 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 | $3,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,611 | ExcessFromYear4Amt |
| Excess From Year3 | $15,585 | ExcessFromYear3Amt |
| Excess From Year2 | $3,350 | ExcessFromYear2Amt |
| Excess From Year1 | $6,604 | ExcessFromYear1Amt |
| Excess From Current Year | $5,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE J LOEB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE J LOEB TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9202614469 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD SPECIFY NATURE AND PURPOSE OF CHARITABLE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO SECTION 501(C)(3) CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||||
| 222 W WASHINGTON AVE SUITE 600 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| AKIBA - SCHECHTER JEWISH DAY SCHOOL | ||||||||||
| 5235 S CORNELL AVENUE | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $103 | |||
| ALZHEIMERS ASSOCIATION | ||||||||||
| 620 S 76TH STREET STE 160 | MILWAUKEE | WI | 53214 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| PO BOX 1643 | WAUKESHA | WI | 53187 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| AMERICAN KIDNEY FUND | ||||||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PUPLIC CHARITY | OPERATING EXPENSES | $100 | |||
| AMERICAN RED CROSS | ||||||||||
| 2600 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $65 | |||
| AMERICAN RIVERS | ||||||||||
| PO BOX 96158 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| ANIMAL PROTECTION SOCIETY OF DURHAM | ||||||||||
| 2117 E CLUB BLVD | DURHAM | NC | 27704 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |||
| ARBOR DAY FOUNDATION | ||||||||||
| 211 NORTH 12TH STREET | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $125 | |||
| CHABAD OF WAUKESHA | ||||||||||
| 1222 E BROADWAY | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $940 | |||
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| PO BOX 5030 | HASERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| EDUCATIONAL FOUNDATION OF WATERTOWN | ||||||||||
| 111 DODGE ST | WATERTOWN | WI | 53094 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| HOARD HISTORICAL MUSEUM | ||||||||||
| 401 WHITEWATER AVENUE | FORT ATKINSON | WI | 53538 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $35 | |||
| JEWISH FEDERATION OF MADISON | ||||||||||
| 6434 ENTERPRISE LANE | MADISON | WI | 53719 | NONE | PUPLIC CHARITY | OPERATING EXPENSES | $500 | |||
| KUCHINATE | ||||||||||
| NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | SDEROT HAR TSIYON 104 | TEL AVIV | IS | ||||
| LEAVE NO TRACE CENTER FOR OUTDOOR ETHICS | ||||||||||
| 1000 NORTH STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| MAYO CLINIC | ||||||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $150 | |||
| MILWAUKEE ART MUSEUM | ||||||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $95 | |||
| MILWAUKEE JEWISH FEDERATION | ||||||||||
| 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $550 | |||
| MILWAUKEE PBS | ||||||||||
| 1036 NORTH 8TH STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $75 | |||
| MILWAUKEE PUBLIC MUSEUM | ||||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| NATIONAL PARK FOUNDATION | ||||||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 | |||
| SPECIAL OLYMPICS WISCONSIN | ||||||||||
| 5900 MONONA DRIVE SUITE 301 | MADISON | WI | 53716 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $250 | |||
| VETERANS OF FOREIGN WARS | ||||||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| WILDLIFE IN NEED CENTER | ||||||||||
| W349 S1480 S WATERVILLE ROAD | OCONOMOWOC | WI | 53066 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50 | |||
| WISCONSIN HISTORICAL FOUNDATION | ||||||||||
| 816 STATE ST | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $110 | |||
| WISCONSIN JEWISH CHRONICAL | ||||||||||
| 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,148 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $743 | 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 Person | BRUCE LOEB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE AND COX STOCK FD | AT COST | $10,491 | $9,518 |
| FIDELITY ADVISOR INTL CAPTIAL APPRECIATION FD | AT COST | $3,917 | $3,044 |
| VANGUARD U.S. GROWTH FUND | AT COST | $4,684 | $2,690 |
| VANGUARD SMALL-CAP GROWTH IND | AT COST | $2,605 | $1,918 |
| VANGUARD MID CAP INDEX | AT COST | $2,597 | $2,285 |
| VANGUARD INDEX TR 500 ADMIRAL | AT COST | $10,412 | $9,483 |
| DODGE AND COX INCOME FD | AT COST | $10,508 | $8,982 |
| VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES | AT COST | $4,552 | $4,139 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTING FEES | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL FORM 990-PF TAX | CategoryTxt |
| Amt | $13 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |