EARL AND EUGENIA QUIRK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EARL AND EUGENIA QUIRK FOUNDATION INC (EIN 39-6059626)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-01-27
- IRS object ID
- 202220279349100312
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-27T15:00:14-06:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396059626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARL AND EUGENIA QUIRK FOUNDATION INC CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUIR | BusinessNameControlTxt |
| Phone | 9202616320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 E MAIN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA GOGIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9202616320 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2021-10-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,962,472 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $93,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $439,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,066 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $171,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,347 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $116 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,965 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,965 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $53,274 | CashEOYAmt |
| Cash EOYFMV | $53,274 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $1,952,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,516,006 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,353,535 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,393,192 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,380,282 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,380,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,359,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,962,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,380,282 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,359,071 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,380,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,359,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,380,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,359,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,380,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $202 | OtherIncreasesAmt |
| Subtotal | $3,359,071 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,359,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 463. INTEL CORPORATION COMMON STOCK | 2019-01-17 | 2020-08-10 | $22,816 | $23,763 | -$947 | -$947 | |
| 190. INTEL CORPORATION COMMON STOCK | 2020-03-20 | 2020-08-10 | $9,363 | $9,019 | $344 | $344 | |
| 3753. INVESCO PREFERRED ETF | 2017-10-10 | 2020-09-03 | $55,473 | $56,619 | -$1,146 | -$1,146 | |
| 2036. ISHARES TR MSCI EAFE INDEX FD | 2017-05-04 | 2020-09-03 | $131,505 | $125,204 | $6,301 | $6,301 | |
| 38.52 TEMPLETON INST FOREIGN SM CO | 2019-12-20 | 2020-09-03 | $769 | $812 | -$43 | -$43 | |
| 1237.487 TEMPLETON INST FOREIGN SM CO | 2018-12-21 | 2020-09-03 | $24,713 | $26,604 | -$1,891 | -$1,891 | |
| 40.36288 VANGUARD INTER TERM CORP FD-ADM #571 | 2020-08-03 | 2020-11-11 | $429 | $431 | -$2 | -$2 | |
| 2784.49613 VANGUARD INTER TERM CORP FD-ADM #571 | 2020-11-02 | 2020-11-11 | $29,571 | $28,540 | $1,031 | $1,031 | |
| .9486 VIATRIS INC | 2018-03-23 | 2020-11-25 | $16 | $12 | $4 | $4 | |
| 200. DUNKIN' BRANDS GROUP INC | 2020-03-20 | 2020-12-18 | $21,300 | $8,458 | $12,842 | $12,842 | |
| 70. DIGITAL REALTY TRUST INC | 2020-03-20 | 2021-02-01 | $10,282 | $8,640 | $1,642 | $1,642 | |
| 520. EXXON MOBIL CORPCOMMON STOCK | 2020-03-20 | 2021-02-01 | $23,037 | $17,240 | $5,797 | $5,797 | |
| 520. ONEOK INC NEW COMMON STOCK | 2020-03-20 | 2021-02-01 | $20,462 | $9,714 | $10,748 | $10,748 | |
| 200. PROLOGIS INC COM REIT | 2020-03-20 | 2021-02-01 | $20,841 | $13,264 | $7,577 | $7,577 | |
| 71.7175 VIATRIS INC | 2020-03-20 | 2021-02-01 | $1,239 | $895 | $344 | $344 | |
| 35.2825 VIATRIS INC | 2018-03-23 | 2021-02-01 | $610 | $445 | $165 | $165 | |
| 709.304 STONE RIDGE REIN RSK PR INT | 2018-03-19 | 2021-02-26 | $27,713 | $32,025 | -$4,312 | -$4,312 | |
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $39,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $824 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,335 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,159 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | TAMARA GOGIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9202616320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 E MAIN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | 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 | Yes (true) | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BROOKE E CONLEY | ||||||
| 35 ROGER ROAD | NEW HAVEN | CT | 06515 | VICE PRESIDENT AND DIRECTOR | 1 | $0 |
| JILL Q MCKAY | ||||||
| 308 HARKNESS CIRCLE | DURHAM | NC | 27705 | TREASURER AND DIRECTOR | 1 | $0 |
| KRISTIN M LYSAKER | ||||||
| 4354 14TH AVE S | SEATTLE | WA | 98108 | DIRECTOR | 1 | $0 |
| TAMARA C GOGIN | ||||||
| 836 MILL RD | DELAFIELD | WI | 53018 | PRESIDENT AND DIRECTOR | 1 | $0 |
| MARGIE MURPHY CONLEY | ||||||
| 18220 N 68TH ST APT 228 | PHOENIX | AZ | 85054 | SECRETARY AND DIRECTOR | 1 | $0 |
| MAGGY PRIEBE | ||||||
| 364 RAILROAD AVE | NORWOOD | MA | 02062 | DIRECTOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,421,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,463,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,463,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,396,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,159 | TotalTaxAmt |
| Distributable Before Adj | $217,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $217,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $217,670 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $175,881 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,130 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,130 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $212,919 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENIA B QUIRK DECEASED CATHE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF | ||||||||
| DODGE COUNTY INC | 415 S EIGHTH STREET | WATERTOWN | WI | 53094 | NONE | PC | TRAINING/CASE MANAGEMENT | $12,500 |
| HERITAGE MILITARY MUSIC FOUNDATION | ||||||||
| 504 SOUTH FOURTH STREET | WATERTOWN | WI | 53094 | NONE | PC | UPGRADED SOUND SYSTEM | $2,200 | |
| WATERTOWN PUBLIC LIBRARY | ||||||||
| 100 SOUTH WATER STREET | WATERTOWN | WI | 53094 | NONE | PC | NEW LIBRARY | $55,000 | |
| WATERTOWN FAMILY AID ASSOCIATION INC | ||||||||
| 514 SOUTH FIRST STREET PO BOX 34 | WATERTOWN | WI | 53094 | NONE | PC | OPERATING EXPENSES | $7,000 | |
| WATERTOWN FAMILY CENTER INC | ||||||||
| 415 SOUTH EIGHTH STREET | WATERTOWN | WI | 53094 | NONE | PC | PARENTING CLASSES | $11,000 | |
| WATERTOWN HISTORICAL SOCIETY | ||||||||
| 919 CHARLES STREET | WATERTOWN | WI | 53094 | NONE | PC | NEW VISITOR CENTER | $20,000 | |
| JEFFERSON COUNTY LITERACY COUNCIL INC | ||||||||
| 218 WISCONSIN DR STE 9 | Jefferson | WI | 53549 | NONE | PC | PROGRAM SERVICES | $10,000 | |
| GLACIAL COMMUNITY YMCA | ||||||||
| 1750 E VALLEY RD | Oconomowoc | WI | 53066 | NONE | PC | PROGRAM SERVICES | $15,000 | |
| WATERTOWN CONCERT SERIES | ||||||||
| 1434 OCONOMOWOC AVE | Watertown | WI | 53094 | NONE | PC | PROGRAM SERVICES | $2,000 | |
| CROSSROADS HOUSE OF WATERTOWN | ||||||||
| JOYCE HUGHES FOUNDING PRESIDENT | PO BOX 432 | WATERTOWN | WI | 53094 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| COMMUNITY ACTION COALITION FOR SOUTH C | ||||||||
| AMBER DADDY EXECUTIVE DIRECTOR | 1717 NORTH STOUGHTON ROAD | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ROCK RIVER COMMUNITY CLINIC | ||||||||
| CORI OLIN | 520 HANDEYSIDE LANE | FORT ATKINSON | WI | 53538 | NONE | PC | PROGRAM SUPPORT | $9,000 |
| CITY OF WATERTOWN | ||||||||
| WATERTOWN PARKS & RANDY WOJTASIAK | 514 SOUTH 1ST STREET | WATERTOWN | WI | 53094 | NONE | GOV | PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,347 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,965 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,965 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $202 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $15,727 | Amt |
| Net Investment Income | $15,727 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $824 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $210 | $210 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $18 | $18 | $0 |
Comments