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ADEL B KORKOR MD FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ADEL B KORKOR MD FOUNDATION INC (EIN 47-4758259)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-27
IRS object ID
202322709349100507
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-27T07:36:07-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472048272PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Acker Behl Accounting LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11260 Sentry Dr Suite 160AddressLine1Txt
CityWaukeshaCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474758259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Adel B Korkor MD Foundation for Mental Health IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADELBusinessNameControlTxt
Phone4148997819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12301 Sun Valley DrAddressLine1Txt
CityDelafieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAdel KorkorPersonNm
Person TitlePresidentPersonTitleTxt
Phone4148997819PhoneNum
Signature2023-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAdelPersonFirstNm
Person LastKorkorPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJulie AckerPreparerPersonNm
PTINP01793668PTIN
Phone2628960888PhoneNum
Preparation2023-09-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,604,650FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$78,634ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,419DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,419DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$193,005NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$679,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$193,005CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$347,101TotalRevAndExpnssAmt
Total Net Invst Incm$268,467TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$151,886OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$151,886OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$15,680TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$11,876TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,129DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$108,236OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$108,236OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$276,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$271,998TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$212,138ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$212,138ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$489,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$484,136TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$141,968ExcessRevenueOverExpensesAmt
Net Investment Income$268,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,883SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,553SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,553SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$3,296,625CorporateStockBOYAmt
Corporate Stock EOY$2,576,640CorporateStockEOYAmt
Corporate Stock EOYFMV$2,576,640CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$5,645InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$3,884InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$2,890LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,761LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,761LandBldgInvestmentsEOYFMVAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,696OtherAssetsEOYAmt
Other Assets EOYFMV$2,696OtherAssetsEOYFMVAmt
Total Assets BOY$3,308,398TotalAssetsBOYAmt
Total Assets EOY$2,604,650TotalAssetsEOYAmt
Total Assets EOYFMV$2,604,650TotalAssetsEOYFMVAmt
Accounts Payable BOY$19,176AccountsPayableBOYAmt
Accounts Payable EOY$34,194AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$19,176TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,194TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,289,222CapitalStockBOYAmt
Capital Stock EOY$2,570,456CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,289,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,570,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,308,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,604,650TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,289,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$141,968ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,147,254SubtotalAmt
Other Decreases$576,798OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,570,456TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$679,867GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$486,862CostOrOtherBasisAmt
Gain Or Loss$193,005GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$193,005GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$193,005CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,732InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,732SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,732TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,436EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,436TotalPaymentsAndCreditsAmt
Original Return Overpayment-$6,436OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Overpayment$2,695OverpaymentAmt
Applied To ES Tax$2,695AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 Addresswww.adelbkorkorfoundation.orgWebsiteAddressTxt
Individual With BooksAdel KorkorIndividualWithBooksNm
Phone4148997819PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12301 Sun Valley Dr Suite 302AddressLine1Txt
CityDelafieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53018ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Adel B Korkor
2301 Sun Valley Dr Suite 200DelafieldWI53018President10.00$0$0$0
Bassel Korkor
1317 Penny LnKellerTX76248Vice President1.00$0$0$0
Julie Acker
1260 Sentry Dr Suite 160WaukeshaWI53189Treasurer1.00$0$0$0
Mark Blum
720 Clinton StWaukeshaWI53187Secretary1.00$0$0$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,732TaxBasedOnInvestmentIncomeAmt
Total Tax$3,732TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$484,136ExpensesAndContributionsAmt
Qualifying Distributions$484,136QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$247,096ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$190,325ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$402,308ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$839,729TotalExcessDistributionCyovAmt
Qualifying Distributions$484,136QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$484,136RemainingDistriFromCorpusAmt
Total Corpus$1,323,865TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,323,865ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$247,096ExcessFromYear3Amt
Excess From Year2$190,325ExcessFromYear2Amt
Excess From Year1$402,308ExcessFromYear1Amt
Excess From Current Year$484,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of Wisconsin-Madison
1848 University AveMadisonWI53726ExemptMental Health Education$25,000
University of Wisconsin - Milwaukee
PO Box 729MilwaukeeWI53211ExemptMental Health Education$25,000
Penfield Children's Center
833 North 26thMilwaukeeWI53233ExemptMental Health Education$25,000
Brain Research Foundation
111 W Washington StChicagoIL60602ExemptMental Health Education$1,000
Karam Foundation
230 Northgate 742Lake ForestIL60045ExemptMental Health Education$12,000
Marquette University
PO Box 7013Carol StreamIL60197ExemptMental Health Education$12,500
Giving Voice to Depression
W345S10397 Wambold RdMukwonagoWI53149ExemptMental Health Eduction$96,438
NAMI - Southeast WI
217 Wisconsin Ave Ste 300WaukeshaWI53186ExemptMental Health Eduction$700
Waukesha County Land Conservancy - Community Health
PO Box 2572BrookfieldWI53008ExemptMental Health Education$1,000
University of WI Foundation
1848 University AveMadisonWI53726ExemptMental Health Education$13,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$212,138TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,419ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$193,005ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$268,467ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$268,467TotalIncomeProducingActyAmt

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
CIBC National Trust Company
13290 Northside PkwyAtlantaGA30327$5,000Yes (X)
Pure Mechanical
2N8W22275 Johnson DrWaukeshaWI53186$15,000Yes (X)
Reed Dohmen
3741 Paradise DrWest BendWI53095$5,150Yes (X)

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
Camera Equipment2018-04-30$2,177$1,524SL5.000000000000$435
Laptop2019-04-30$954$477SL5.000000000000$191
Microphone, Stand, Monitor, Headphones2020-06-16$414$124SL5.000000000000$83
Drone Camera2020-09-16$2,100$630SL5.000000000000$420

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPublicly Traded SecuritiesAssetDesc
Gross Sales Price$679,867GrossSalesPriceAmt
Basis$486,862BasisAmt
Total Net$193,005TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCharles Schwab Investment AccountStockNm
EOY Book Value$2,576,640EOYBookValueAmt
EOYFMV$2,576,640EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Camera Equipment$3,131$2,627$504
Camera Equipment$2,514$1,257$1,257

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrePaid TaxDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,696EOYBookValueAmt
EOYFMV$2,696EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescChange in unrealized gain/lossDesc
Amt$576,798Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
Desc5.50.50 ExpensesDesc
Revenue And Expenses Per Books$108,236RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$108,236DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescChange in unrealized gain/lossDesc
Amt$0Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Taxes$3,804
Payroll Taxes$11,876$11,876

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