DONALD W & MARGARET M ANDERSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONALD W & MARGARET M ANDERSON FOUNDATION (EIN 65-6254236)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349105112
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:27:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656254236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD W & MARGARET M ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7634750787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA RD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553569579 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA VAN DE VEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7634750787 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | VAN DE VEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
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 | $18,337,433 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $262,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$823,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,341,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $449 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$561,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,506 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,154,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,715,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $334,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $334,009 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,667,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,867,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,003,424 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,911,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,201,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,337,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,168,675 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,168,675 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,257,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,967,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,911,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,201,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,911,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,201,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,911,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,715,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,909 | OtherIncreasesAmt |
| Subtotal | $16,201,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,201,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,248,076 | $1,513,161 | -$265,085 | -$265,085 |
| PUBLICLY TRADED SECURITIES | P | $4,093,564 | $4,652,063 | -$558,499 | -$558,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$823,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,920 | 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 | $19,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,032 | OverpaymentAmt |
| Applied To ES Tax | $1,920 | AppliedToESTaxAmt |
| Refund | $16,112 | 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 | MARTHA VAN DE VEN | IndividualWithBooksNm |
| Phone | 7634750787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA WAY | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA VAN DE VEN | ||||||||
| 1765 MEDINA RD | LONG LAKE | MN | 553569579 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN RUEDISILI | ||||||||
| 59343 STATE HWY 171 | FERRYVILLE | WI | 54628 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN ANDERSON | ||||||||
| 510 HOKIOKIO PLACE | LAHAINA | HI | 96761 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN SWITZKY | ||||||||
| 5459 COUNTY RD A | BROOKLYN | WI | 53521 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD ANDERSON | ||||||||
| W6115 FAWN COURT | MONTELLO | WI | 53949 | 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 |
| 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 | $21,658,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,947,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,947,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,618,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,080,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,080,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,888 | TotalTaxAmt |
| Distributable Before Adj | $1,079,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,079,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,079,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,002,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,079,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,023 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $114,020 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,744 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $288,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,002,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,002,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $77,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $77,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $211,751 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $211,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,007 | ExcessFromYear4Amt |
| Excess From Year3 | $108,744 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION | |||||||
| 5395 E CHERYL PARKWAY | FITCHBURG | WI | 53711 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $70,000 | |
| ALL SAINTS IN BIG SKY | |||||||
| 510 LITTLE COYOTE RD | BIG SKY | MT | 59716 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $2,000 | |
| BEACON INTERFAITH HOUSING COLLABORATIVE | |||||||
| 2610 UNIVERSITY AVE W SUITE 100 | ST PAUL | MN | 55114 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $50,000 | |
| CANNON FALLS ELEMENTARY SCHOOL | |||||||
| 1020 MINNESOTA STREET E | CANNON FALLS | MN | 55009 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN - CRAWFORD COUNTY COMMUNITY FUND | |||||||
| 121 N PARKER DR | JANESVILLE | WI | 53545 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| COULEE REGION TROUT UNLIMITED | |||||||
| E5118 HORNBY ROAD | VIROQUA | WI | 54665 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $2,000 | |
| DANE COUNTY HUMANE SOCIETY | |||||||
| 5132 VOGES ROAD | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| FAITH'S LODGE | |||||||
| 505 HWY 169N SUITE 245 | PLYMOUTH | MN | 55441 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| FERRYVILLE EMR | |||||||
| 170 PINE STREET | FERRYVILLE | WI | 54628 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| GRIEF CLUB OF MINNESOTA | |||||||
| 11985 TECHNOLOGY DRIVE | EDEN PRAIRIE | MN | 55344 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $23,000 | |
| GROVES LEARNING ORGANIZATION - THE BEN RUEDISILI LEGACY FUND | |||||||
| 3200 HIGHWAY 100 SOUTH | ST LOUIS PARK | MN | 55416 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $8,000 | |
| HASTINGS HOCKEY BOOSTERS INC | |||||||
| PO BOX 482 | HASTINGS | MN | 55033 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $1,000 | |
| INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION | |||||||
| 83 AVAN NU PO ROAD | SANTA FE | NM | 87508 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $50,000 | |
| INTERFAITH OUTREACH & COMMUNITY PARTNERS | |||||||
| 1605 COUNTY ROAD 101 NORTH | PLYMOUTH | MN | 55447 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $65,000 | |
| JOHN BURCH PARK SUPPORTERS | |||||||
| 406 MILL STREET WEST | CANNON FALLS | MN | 55009 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $1,000 | |
| KA HALE A KE OLA HOMELESS RESOURCE CENTER | |||||||
| 670 WAIALE RD | WAILUKU | HI | 96793 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $30,000 | |
| LITTLE EAGLE ARTS FOUNDATION | |||||||
| PO BOX 523 | WISCONSIN DELLS | WI | 53965 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $20,000 | |
| LOKAHI PACIFIC | |||||||
| 1935 MAIN ST 204 | WAILUKU | HI | 96793 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $30,000 | |
| MARQUETTE COUNTY CARE & SHARE FOOD BANK | |||||||
| N2975 WI-22 | MONTELLO | WI | 53949 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $14,200 | |
| MISSISSIPPI VALLEY CONSERVANCY | |||||||
| 1309 NORPLEX DRIVE | LA CROSSE | WI | 54601 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $8,000 | |
| OPERATION FRESH START | |||||||
| 2670 MILWAUKEE STREET | MADISON | WI | 53704 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $10,000 | |
| OPPORTUNITY INTERNATIONAL | |||||||
| 550 W VAN BUREN STREET | CHICAGO | IL | 60607 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| OREGON AREA FOOD PANTRY | |||||||
| 107 N ALPINE PKWY | OREGON | WI | 53575 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| PASSAGES INC | |||||||
| 1001 PARKVIEW DRIVE | RICHLAND CENTER | WI | 53581 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $10,000 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WI | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $20,000 | |
| THE LIVING PONO PROJECT | |||||||
| 2465 WAIPUA STREET | PAIA | HI | 96779 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $30,000 | |
| TWIN CITIES HABITAT FOR HUMANITY | |||||||
| 1954 UNIVERSITY AVE W | ST PAUL | MN | 55104 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION - UW INITIATIVE TO END ALZHEIMERS | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $250,000 | |
| UNIVERSITY OF WISCONSIN STOUT FOUNDATION - DEPT OF MULTI-CULTURAL STUDENT | |||||||
| 712 S BROADWAY STREET | MENOMONIE | WI | 54751 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $50,000 | |
| WAYZATA COMMUNITY CHURCH | |||||||
| 125 WAYZATA BOULEVARD E | WAYZATA | MN | 55391 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $19,000 | |
| WE CAN RIDE INC | |||||||
| PO BOX 463 | MAPLE PLAIN | MN | 55359 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $1,000 | |
| WOMEN HELPING WOMEN | |||||||
| COMMUNITY LAW CENTER BUILDING 215 E | CINCINNATI | OH | 45202 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $25,000 | 9TH ST 7 |
| BOYS & GIRLS CLUB OF DANE COUNTY | |||||||
| 1818 W BELTLINE HWY | MADISON | WI | 53713 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| CANNON FALLS YOUTH ATHLETICS | |||||||
| PO BOX 411 | CANNON FALLS | MN | 55009 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $2,000 | |
| COULEE CAP FOOD PANTRY | |||||||
| 200 E BLACKHAWK ST | PRAIRIE DU CHIEN | WI | 53821 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| GROVES LEARNING ORGANIZATION | |||||||
| 3200 HIGHWAY 100 SOUTH | ST LOUIS PARK | MN | 55416 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $38,000 | |
| HABITAT FOR HUMANITYMAUI | |||||||
| 1162 LOWER MAIN STREET | WAILUKU | HI | 96793 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $25,000 | |
| IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC | |||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| THE PRAIRIE ENTHUSIASTS | |||||||
| 122 W JEFFERSON ST | VIROQUA | WI | 53821 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,000 | |
| WESTFIELD SCHOOL DISTRICT | |||||||
| N7046 CTY RD M | WESTFIELD | WI | 53964 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $5,800 | |
| WISCARES | |||||||
| 1402 EMIL ST | MADISON | WI | 53713 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| WISCONSIN WOMENS HEALTH FOUNDATION | |||||||
| 2503 TODD DR | MADISON | WI | 53713 | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | 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 | $262,057 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$823,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$561,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$561,078 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $295,311 | $289,297 |
| ACCENTURE PLC CLASS A | $425,917 | $480,312 |
| ADOBE INC | $232,808 | $235,571 |
| ADVANCED MICRO DEVICES INC | $309,013 | $226,695 |
| AGILENT TECHNOLOGIES INC | $266,856 | $372,629 |
| AIR PRODS & CHEMS INC | $336,040 | $351,416 |
| ALPHABET INC CL A | $289,375 | $449,973 |
| ALPHABET INC CL A | $165,002 | $352,920 |
| AMAZON.COM INC | $312,977 | $184,800 |
| APPLE INC | $66,557 | $337,818 |
| AUTODESK INC | $258,070 | $194,345 |
| CIGNA CORPRATION | $147,988 | $274,350 |
| CONSTELLATION BRANDS INC | $187,894 | $278,100 |
| COPART INC | $228,101 | $304,450 |
| CUMMINS INC | $261,328 | $283,479 |
| DISNEY WALT CO | $226,350 | $195,480 |
| ECOLAB INC | $302,055 | $247,452 |
| FISERVE INC | $162,836 | $303,210 |
| FORD MTR CO DEL | $459,246 | $290,750 |
| INTUIT | $268,016 | $301,646 |
| JOHNSON & JOHNSON | $205,034 | $277,341 |
| JOHNSON & JOHNSON | $254,762 | $317,970 |
| LOWES COMPANIES INC | $261,998 | $286,906 |
| MASTERCARD INCORPORATED | $130,438 | $382,503 |
| MERCADOLIBRE INC COM | $340,666 | $253,872 |
| MERCK & CO INC | $193,182 | $277,375 |
| MERCK & CO INC | $272,789 | $388,325 |
| MICROSOFT CORP | $171,345 | $383,712 |
| MICROSOFT CORP | $366,642 | $575,568 |
| MITEK SYSTEMS INC | $377,845 | $242,246 |
| MSCI INC CLASS A | $263,439 | $290,731 |
| NEXTERA ENERGY INC | $298,584 | $334,400 |
| NIKE INC - CLASS B | $425,308 | $386,133 |
| NVIDIA | $358,349 | $392,532 |
| NVIDIA CORP | $189,587 | $292,280 |
| OLO INC - CLASS A | $559,980 | $171,875 |
| PROCTER & GAMBLE CO | $376,496 | $403,150 |
| PRUDENTIAL FINL INC | $203,112 | $291,418 |
| S&P GLOBAL INC | $504,602 | $477,290 |
| SEMPRA ENERGY | $290,296 | $348,488 |
| TEXAS INSTRUMENTS INC | $262,381 | $241,221 |
| TRANE TECHNOLOGIES PLC COM | $264,772 | $341,727 |
| UNITED PARCEL SERVICES INC | $275,967 | $283,359 |
| VERIZON COMMUNICATIONS | $227,633 | $157,600 |
| VISA INC | $51,523 | $373,968 |
| VISA INC | $235,705 | $404,093 |
| WEX INC | $271,093 | $343,665 |
| XYLEM INC | $258,047 | $320,653 |
| AMERICAN EXPRESS CO | $294,716 | $295,500 |
| EXXON MOBILE CORP | $300,188 | $386,050 |
| MICROCHIP TECHNOLOGY INC | $344,604 | $323,150 |
| NUTRIEN LTD | $264,417 | $182,575 |
| PHILLIPS 66 | $292,676 | $312,240 |
| RAYTHEON TECHNOLOGIES CORP | $315,881 | $322,944 |
| SCHLUMBERGER LTD ADR | $313,610 | $400,950 |
| BLACKROCK INC | $249,719 | $230,305 |
| ZOETIS INC | $169,566 | $168,533 |
| ESTEE LAUDER INC CLASS A | $228,728 | $186,083 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Revenue And Expenses Per Books | $449 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $449 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $449 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED LOSSES | Desc |
| Amt | $5,909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEALTH ENHANCEMENT TRUST SERVICES FEES | $96,106 | $96,106 | $0 |
| QUARTERLY MANAGEMENT FEES - WISCONSIN CAPITAL MANAGEMENT | $28,580 | $28,580 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 EXCISE TAX | $6,158 | $0 | $0 |
| 2022 ESTIMATED TAX PAYMENTS | $19,920 | $0 | $0 |