FOREST FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOREST FOUNDATION (EIN 45-3014394)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349101525
- Schema version
- 2021v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T07:24:18-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391803083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Porter & Sack CPAs SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 Fourier Dr Ste 100 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453014394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forest Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 6082386830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 S Henry St 1406 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara E Klein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Barbara E | PersonFirstNm |
| Person Last | Klein | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D KrebsbachCPA | PreparerPersonNm |
| PTIN | P00493016 | PTIN |
| Phone | 6082338333 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,138,285 | 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 | $53,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,231 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,231 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,911 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $37,024 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,045 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,045 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $204,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,187 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,255 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,220 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,351 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $409 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $149 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $23,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,255 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,078 | CashBOYAmt |
| Cash EOY | $2,078 | CashEOYAmt |
| Cash EOYFMV | $2,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $118,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,216 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $895,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,002,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,588,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $974,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,058,517 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,061,695 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $421,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $311,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $419,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,412,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,441,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,138,285 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,198 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,198 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,198 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,198 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $300,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $300,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,110,950 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,139,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,410,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,439,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,412,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,441,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,410,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,959 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,439,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,439,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| (A): Johnson Bank ST - details avail | P | 2021-01-01 | 2021-06-30 | $238,122 | $201,098 | $37,024 | $37,024 |
| (D): Johnson Bank LT - details avail | P | 2020-01-01 | 2021-06-30 | $207,432 | $147,819 | $59,613 | $59,613 |
| Capital Gain Distributions | P | 2020-01-01 | 2021-06-30 | $53,274 | $53,274 | $53,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,911 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37,024 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,519 | SubtotalAmt |
| Tax Based On Investment Income | $2,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,468 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,468 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,051 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Klein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082386830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 S Henry St 1406 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Barbara E Klein | ||||||
| 110 S Henry St 1406 | Madison | WI | 53703 | President | 1.00 | $0 |
| Daniel A Klein | ||||||
| 110 S Henry St 1406 | Madison | WI | 53703 | Vice President | 1.00 | $0 |
| Brandon Krueger | ||||||
| 110 S Henry St 1406 | Madison | WI | 53703 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funds paid to other 501(c)(3) organizations for operations and programs. | Description1Txt |
| Expenses1 | $152,099 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,027,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,099,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,099,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,053,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,519 | TotalTaxAmt |
| Distributable Before Adj | $150,147 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $150,147 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $150,147 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,099 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $152,099 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,147 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,036 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,831 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,099 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,952 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,036 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,612 | ExcessFromYear4Amt |
| Excess From Year3 | $23,572 | ExcessFromYear3Amt |
| Excess From Year2 | $36,470 | ExcessFromYear2Amt |
| Excess From Year1 | $15,831 | ExcessFromYear1Amt |
| Excess From Current Year | $1,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Planned Parenthood of WI Inc | |||||||
| PO Box 2566 | Madison | WI | 53701 | None | Charity | Support of Justice Fund | $30,000 |
| Women's Medical Fund Inc | |||||||
| PO Box 248 | Madison | WI | 53701 | None | Charity | General Operations | $20,000 |
| Madison Public Library Fdn Inc | |||||||
| 201 W Wilson Street | Madison | WI | 53700 | None | Charity | Support of Monroe Street Liabrary Branch | $5,000 |
| Jewish Foundation Inc | |||||||
| 135 E 64th Street | New York | NY | 10065 | None | Charity | Support of Kitty Holdner Kobrin and Barbara Eden Kobrin Scholarship Fund | $25,000 |
| Wisconsin Public Radio | |||||||
| 821 University Ave | Madison | WI | 53706 | None | Charity | General Operations | $10,000 |
| Four Seasons Theatre | |||||||
| PO Box 55032 | Madison | WI | 53705 | None | Charity | Encourages the development of drama, music, dance and technical skills through educational outreach. | $4,000 |
| Goodman Community Center | |||||||
| 149 Waubesa Street | Madison | WI | 53704 | None | Charity | General Operations | $10,000 |
| UW Foundation - Odyssey Project Fun | |||||||
| 21 N Park St Room 7468 | Madison | WI | 53715 | None | Charity | To empower low income adults to find their voices and get a jumpstart on earning college degrees. | $5,000 |
| Jewish Social Services Madison Inc | |||||||
| 6434 Enterprise Lane | Madison | WI | 53719 | None | Charity | Provide social servives and help individuals and families access needed assistance | $7,500 |
| Madison Senior Center Fdtn | |||||||
| 330 W Mifflin St | Madison | WI | 53703 | None | PF | General Operations | $7,500 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | Charity | Provides legal representation to prisoners who may have been wrongly convicted, poor prisoners, and others who may have been denied a fair trial. | $7,500 |
| WYSO - Madison Music Makers | |||||||
| 455 N Park Street | Madison | WI | 53711 | None | PC | General Operations | $5,000 |
| Camp Interlaken JCC | |||||||
| 6255 N Santa Monica Blvd | Milwaukee | WI | 53217 | None | PC | Driven by Jewish values, Camp Interlaken celebrates a balance between instruction, competition and fun. | $5,599 |
| Michael J Fox Foundation | |||||||
| PO Box 5014 | Hagerstown | MD | 21741 | None | PC | Support the fight against Parkinson's disease. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,099 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,911 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Mutual Fund Income | 14 | $526 |
| Nondividend Income | 14 | $519 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $204,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,187 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation Fees | CategoryTxt |
| Amt | $1,220 | Amt |
| Net Investment Income | $1,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JB Fixed Income | BondNm |
| EOY Book Value | $1,058,517 | EOYBookValueAmt |
| EOYFMV | $1,061,695 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JB Domestic Equities | StockNm |
| EOY Book Value | $1,002,209 | EOYBookValueAmt |
| EOYFMV | $1,588,255 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JB International Equities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $311,087 | BookValueAmt |
| EOYFMV | $419,041 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Expenses | Desc |
| Revenue And Expenses Per Books | $149 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Mutual Fund Income | $526 | $526 |
| Nondividend Income | $519 | $519 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NP - BK | Desc |
| BOY Book Value | $1,198 | BOYBookValueAmt |
| EOY Book Value | $1,198 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $21,351 | Amt |
| Net Investment Income | $21,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $409 | Amt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
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