MAY FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MAY FAMILY FOUNDATION INC (EIN 39-2006747)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349105302
Schema version
2021v4.2
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)
Return2022-05-16T15:47:18-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8010AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392006747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAYFBusinessNameControlTxt
Phone7158454336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114430 BERMUDA DUNES WAYAddressLine1Txt
CityCOLORADO SPRINGSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK J BRADLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7158454336PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastBRADLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY A COATES CPAPreparerPersonNm
PTINP00134220PTIN
Phone7158453111PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,815,052FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$174,046DividendsRevAndExpnssAmt
Dividends Net Invst Incm$174,046DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$502,052NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,618,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$502,052CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$676,098TotalRevAndExpnssAmt
Total Net Invst Incm$676,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,232AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,232AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$95,529OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$95,529OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,234TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,234TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,307OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,307OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$106,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,070TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,232TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$314,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$314,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$420,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,070TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$317,732TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$255,296ExcessRevenueOverExpensesAmt
Net Investment Income$573,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$185,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$231,576SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$231,576SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,874,187USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,076,434USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,093,913USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,785,814CorporateStockBOYAmt
Corporate Stock EOY$3,631,015CorporateStockEOYAmt
Corporate Stock EOYFMV$5,187,344CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,139,040CorporateBondsBOYAmt
Corporate Bonds EOY$1,283,384CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,302,219CorporateBondsEOYFMVAmt
Total Assets BOY$6,984,391TotalAssetsBOYAmt
Total Assets EOY$7,222,409TotalAssetsEOYAmt
Total Assets EOYFMV$8,815,052TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,984,391NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,222,409NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,984,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,222,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,984,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,222,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,984,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$255,296ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,239,687SubtotalAmt
Other Decreases$17,278OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,222,409TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,618,685GrossSalesPriceAmt
Cost Or Other Basis$2,116,633CostOrOtherBasisAmt
Gain Or Loss$502,052GainOrLossAmt
Gains Minus Excess Or Losses$502,052GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$502,052CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,965InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,965SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,965TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,356EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,356TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$6,609TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMY SILSO RYDLANDIndividualWithBooksNm
Phone7158457336PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11360 HAZELINE LAKE DRAddressLine1Txt
CityCOLORADO SPRINGSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP809214105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN L SISLO
PO BOX 8050WAUSAUWI544028050PRESIDENT0.25$0$0$0
EDWARD W MAY JR
PO BOX 8050WAUSAUWI544028050VICE PRESIDENT0.25$0$0$0
MARK J BRADLEY
PO BOX 8050WAUSAUWI544028050DIRECTOR0.25$0$0$0
AMY SISLO RYDLAND
PO BOX 8050WAUSAUWI544028050SECRETARY0.25$0$0$0
WILLIAM SISLO
PO BOX 8050WAUSAUWI544028050ASSISTANT TREASURER0.25$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,473,816AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$197,255AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,671,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,671,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,066CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,541,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$427,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$427,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,965TaxBasedOnInvestmentIncomeAmt
Total Tax$7,965TotalTaxAmt
Distributable Before Adj$419,085DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$419,085DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$419,085DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$317,732ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$317,732QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$419,085DistributableAsAdjustedAmt
Undistributed Income PY$356,520UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$317,732QualifyingDistributionsAmt
Applied To Year1$317,732AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$38,788Taxable2Amt
Undistributed Income CY$419,085UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAY FAMILY FOUNDATION INC ATTN AMYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114430 BERMUDA DUNES WAYAddressLine1Txt
CityCOLORADO SPRINGSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80921ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7158454336RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIED AT THIS TIME.SubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIED AT THIS TIME.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
826 MICHIGAN
115 E LIBRARY STANN ARBORMI48104NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
ASPIRUS COMFORT CARE
520 N 32ND AVENUEWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
CHRISTO REY JESUIT HIGH SCHOOL
2924 4TH AVE SMINNEAPOLISMN55408NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$30,000
FRANK B KOLLER MEMORIAL LIBRARY
BOX 100 HWY 51MANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
LEIGH YAWKEY WOODSON ART MUSEUM
700 N 12TH STWAUSAUWI54403NONEPOFVARIOUS CHARITABLE PURPOSES$5,000
MANITOWISH WATERS COMMUNITY CHURCH
13883 MARATHON RDMANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$30,000
MENTORING AFFECTS YOUTH
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$25,000
NEIGHBORHOOD HOUSE COMMUNITY CENTER
29 S MILLS STMADISONWI53715NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
NORTH LAKELAND DISCOVERY CENTER
215 COUNTY HWY WMANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$30,000
ROBERT W MONK GARDENS
7TH AVENUEWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$35,000
WORKPLACE VOLUNTEER COUNCIL
PO BOX 1384WAUSAUWI544021348NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
COMMUNITY PARTNERS CAMPUS
PO BOX 1403WAUSAUWI544021403NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$25,000
CAREER EDVANTAGE
900 WOODBURY AVENUE SUITE 11CCOUNCIL BLUFFSIA51503NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$17,000
RED CABOOSE CHILD CARE INC
654 WILLIAMSON STMADISONWI53703NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$15,000
MATRIX HUMAN SERVICES
L 3912COLUMBUSOH43260NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$15,000
PROJECT 127
14000 E JEWELL AVEAURORACO80012NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
OUR HOUSE
111 S WALLACE BLVDYPSILANTIMI48197NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
PEACE NEIGHBORHOOD CENTER
1111 N MAPLE RDANN ARBORMI48103NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
DETROIT HIVES
9336 E WARREN AVENUEDETROITMI48214NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$4,000
FAITH'S LODGE
505 US-169 245PLYMOUTHMN55441NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
WINMAN'S TRAILS FOUNDATION
6870 CTY HWY WWINCHESTERWI54557NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
CENTRAL WISCONSIN CHILDREN'S THEATRE
700 W STROWBRIDGE STWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$2,500
UNIVERSITY OF NEBRASKA
1010 LINCOLN MALL SUITE 300LINCOLNNE68508NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$1,000
PIKES PEAK GUN CLUB
450 S FRANCEVILLE COAL MINE RDCOLORADO SPRINGSCO80929NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$314,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,046ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$502,052ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$676,098ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$676,098TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,232Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,232DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,283,384EOYBookValueAmt
EOYFMV$1,302,219EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$3,631,015EOYBookValueAmt
EOYFMV$5,187,344EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,076,434USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,093,913USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX BASIS ADJUSTMENT$12,303
RETURN OF PRIOR PERIOD CONTRIBUTION$4,975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$1,307RevenueAndExpensesPerBooksAmt
Net Investment Income$1,307NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$95,529Amt
Net Investment Income$95,529NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$6,234Amt
Net Investment Income$6,234NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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