FRANCES AND LAURENCE WEINSTEIN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES AND LAURENCE WEINSTEIN (EIN 39-1377681)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-26
- IRS object ID
- 202230269349100018
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-26T14:07:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391377681 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES AND LAURENCE WEINSTEIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6082711234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 44326 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53744 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE PRESTON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6082711234 | PhoneNum |
| Signature | 2022-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | PRESTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE SCHRAMKA | PreparerPersonNm |
| PTIN | P01398818 | PTIN |
| Phone | 6088318181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,187 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,847 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,532 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,967 | CashBOYAmt |
| Cash EOY | $3,165 | CashEOYAmt |
| Cash EOYFMV | $3,165 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $3,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,187 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,187 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHARES OF ALLETE INC | 2014-05-20 | 2020-03-10 | $7,492 | $4,879 | $2,613 | $2,613 |
| 246 SHARES OF JP MORGAN CHASE | 2006-01-09 | 2020-03-10 | $23,885 | $9,968 | $13,917 | $13,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,530 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $490 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $490 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $262 | OverpaymentAmt |
| Applied To ES Tax | $262 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVE PRESTON | IndividualWithBooksNm |
| Phone | 6082711234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 44326 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANCES WEINSTEIN | ||||||||
| PO BOX 44326 | MADISON | WI | 53744 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL WEINSTEIN | ||||||||
| PO BOX 44326 | MADISON | WI | 53744 | VICE PRES./SECRETARY | 1.00 | $0 | $0 | $0 |
| MIRIAM WEINSTEIN | ||||||||
| PO BOX 44326 | MADISON | WI | 53744 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,309 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $32,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $175,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,901 | ExcessFromYear4Amt |
| Excess From Year3 | $27,448 | ExcessFromYear3Amt |
| Excess From Year2 | $49,231 | ExcessFromYear2Amt |
| Excess From Year1 | $33,062 | ExcessFromYear1Amt |
| Excess From Current Year | $31,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCES WEINSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGRACE FOUNDATION | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | PC | GENERAL OPERATIONS | $500 | |
| ALS ASSOCIATION | ||||||||
| 3333 NORTH MAYFAIR ROAD SUITE 104 | WAUWATOSA | WI | 53222 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN COMM FOR WEITZMAN INSTITUTE OF SCIENCE | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN FOUNDATION FOR AIDS RESEARCH | ||||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATIONS | $100 | |
| AMERICAN FRIENDS OF BETH HATEFUTSOTH | ||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATIONS | $300 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN MOGEN DAVID FOR ISRAEL | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN SOCIETY FOR TECHNION SOCIETY | ||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATIONS | $200 | |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||||
| 500 5TH AVENUE FLOOR 42 | NEW YORK | NY | 10110 | NONE | PC | GENERAL OPERATIONS | $200 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | GENERAL OPERATIONS | $300 | |
| BACH DANCING & DYNAMITE SOCIETY | ||||||||
| PO BOX 302 | EL GRANADA | CA | 94018 | NONE | PC | GENERAL OPERATIONS | $300 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION NARSAD RESEARCH | ||||||||
| 747 THIRD AVENUE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $300 | |
| BRIARPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | NONE | PC | GENERAL OPERATIONS | $200 | |
| CAMERA | ||||||||
| PO BOX 35040 | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATIONS | $300 | |
| CENTER FOR JEWISH HISTORY | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATIONS | $300 | |
| CENTER FOR PATIENT PARTNERSHIP (UW) | ||||||||
| 975 BASCOM MALL SUITE 4311 | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $200 | |
| CHABAD OF MADISON | ||||||||
| 1722 REGENT STREET | MADISON | WI | 53726 | NONE | PC | GENERAL OPERATIONS | $500 | |
| CIRCUS WORLD MUSEUM FOUNDATION | ||||||||
| 550 WATER STREET | BARABOO | WI | 53913 | NONE | PC | GENERAL OPERATIONS | $200 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATIONS | $400 | |
| EPILEPSY FOUNDATION OF AMERICA | ||||||||
| 8301 PROFESSIONAL PLACE | LANDOVER | MD | 20785 | NONE | PC | GENERAL OPERATIONS | $400 | |
| FINCA INTERNATIONAL INC | ||||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS | $100 | |
| FRIENDS OF THE ARBORETUM | ||||||||
| 1207 SEMINOLE HWY | MADISON | WI | 53711 | NONE | PC | GENERAL OPERATIONS | $300 | |
| FRIENDS OF WAISMAN CENTER | ||||||||
| 1500 HIGHLAND AVENUE SUITE 255 | MADISON | WI | 53705 | NONE | PC | GENERAL OPERATIONS | $300 | |
| GESHER FOUNDATION USA | ||||||||
| 511 6TH AVENUE SUITE 444 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATIONS | $300 | |
| HABITAT FOR HUMANITY | ||||||||
| 3101 LATHAM DRIVE | MADISON | WI | 53713 | NONE | PC | GENERAL OPERATIONS | $200 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| HONEST REPORTING | ||||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATIONS | $100 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | ||||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL OPERATIONS | $300 | |
| JEWISH LABOR COMMITTEE | ||||||||
| 140 WEST 31ST STREET 3RD FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATIONS | $200 | |
| JEWISH SOCIAL SERVICES | ||||||||
| 6434 ENTERPRISE LANE | MADISON | WI | 53719 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATIONS | $200 | |
| LUSSIER COMMUNITY EDUCATION CENTER | ||||||||
| 55 S GAMMON ROAD | MADISON | WI | 53717 | NONE | PC | GENERAL OPERATOINS | $200 | |
| MADISON MUSEUM OF CONTEMPORARY ART | ||||||||
| 227 STATE STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $500 | |
| MADISON OPERA | ||||||||
| 335 WEST MIFFLIN STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $500 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 WEST MIFFLIN STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $200 | |
| MADISON SAVOYARDS | ||||||||
| PO BOX 1612 | MADISON | WI | 53701 | NONE | PC | GENERAL OPERATIONS | $200 | |
| MADISON SYMPHONY ORCHESTRA | ||||||||
| 222 WEST WASHINGTON AVENUE SUITE | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $1,500 | 460 |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTURE | ||||||||
| 1400 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL OPERATIONS | $200 | |
| NATIONAL YIDDISH BOOK CENTER | ||||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL OPERATIONS | $200 | |
| NATURAL HERITAGE LAND TRUST | ||||||||
| 303 S PATERSON STREET SUITE 6 | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $200 | |
| NATURE CONSERVANCY | ||||||||
| 633 W MAIN STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $100 | |
| NOW FOUNDATION | ||||||||
| 1100 H STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS | $200 | |
| OLBRICH BOTANICAL SOCIETY | ||||||||
| 3300 ATWOOD AVENUE | MADISON | WI | 53704 | NONE | PC | GENERAL OPERATIONS | $500 | |
| ONE CITY SCHOOLS | ||||||||
| 2012 FISHER STREET | MADISON | WI | 53713 | NONE | PC | GENERAL OPERATIONS | $200 | |
| ORT AMERICA | ||||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATIONS | $200 | |
| OVERTURE CENTER FOR THE ARTS | ||||||||
| 201 STATE STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $100 | |
| PARKINSON'S DISEASE FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATIONS | $100 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS | $100 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATIONS | $400 | |
| SECOND HARVEST FOOD BANK OF SOUTHERN WISCONSIN | ||||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | PC | GENERAL OPERATIONS | $400 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL OPERATIONS | $100 | |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 2033 FISH HATCHERY ROAD | MADISON | WI | 53713 | NONE | PC | GENERAL OPERATIONS | $300 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATIONS | $300 | |
| UNCF UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATIONS | $200 | |
| US ENGLISH FOUNDATION | ||||||||
| 5335 WISCONSIN AVENUE NW SUITE 930 | WASHINGTON | DC | 20015 | NONE | PC | GENERAL OPERATIONS | $100 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBURG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATIONS | $200 | |
| UNITED STATES OLYMPIC COMMITTEE | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | GENERAL OPERATIONS | $100 | |
| UW FOUNDATION - CHAZEN MUSEUM OF ART | ||||||||
| 800 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $500 | |
| UW FOUNDATION - COMPREHENSIVE CANCER CENTER | ||||||||
| 600 HIGHLAND AVENUE | MADISON | WI | 53705 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| UW FOUNDATION - EYE RESEARCH INSTITUTE FUND | ||||||||
| 1111 HIGHLAND AVENUE | MADISON | WI | 53705 | NONE | PC | GENERAL OPERATIONS | $500 | |
| UW FOUNDATION - MOSSE WEINSTEIN CENTER FOR JEWISH STUDIES | ||||||||
| 455 NORTH PARK STREET | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| WISCONSIN CHAMBER ORCHESTRA | ||||||||
| 321 E MAIN STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $300 | |
| WISCONSIN HISTORICAL SOCIETY | ||||||||
| 816 STATE STREET | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $400 | |
| WISCONSIN PUBLIC RADIO ASSOCIATION | ||||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $400 | |
| WISCONSIN PUBLIC TELEVISION - DIRECTORS CIRCLE | ||||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PC | GENERAL OPERATIONS | $1,400 | |
| WOMEN'S MEDICAL FUND INC | ||||||||
| PO BOX 248 | MADISON | WI | 53701 | NONE | PC | GENERAL OPERATIONS | $300 | |
| WORLD JEWISH CONGRESS | ||||||||
| PO BOX 11032 | LEWISTON | ME | 04243 | NONE | PC | GENERAL OPERATIONS | $200 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATIONS | $100 | |
| WORT - COMMUNITY RADIO | ||||||||
| 118 S BEDFORD STREET | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATIONS | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES WEINSTEIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 N OAK GROVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,847 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 246 SHARES OF JPMORGAN CHASE & CO AND 100 SHARES OF ALLETE INC | NoncashPropertyDesc |
| Fair Market Value | $31,377 | FairMarketValueAmt |
| Received | 2020-03-10 | ReceivedDt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $153 | Amt |
| Net Investment Income | $153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $251 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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