ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION (EIN 39-6566719)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-01-14
IRS object ID
202240149349100909
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-14T17:06:24-06:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260627400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASHER & WOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 N 18TH AVE STE 9AAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396566719EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLSWORTH AND CARLA PETERSONBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELLSBusinessNameControlTxt
Phone9207434501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 424AddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2021-01-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLA JPersonFirstNm
Person LastPETERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER L WOOD CPAPreparerPersonNm
PTINP00572627PTIN
Phone9207438699PhoneNum
Preparation2022-01-12PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,358,113FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$149,238ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,520DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,520DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,556NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$449,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,556CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,325TotalRevAndExpnssAmt
Total Net Invst Incm$106,087TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$344AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,376AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,837TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$105OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$105OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,767TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$449TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,481TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$439,645ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$439,645ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$445,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$449TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$441,126TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$190,087ExcessRevenueOverExpensesAmt
Net Investment Income$105,638NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,000CashBOYAmt
Sav And Temp Cash Invst BOY$5,101SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,686SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,686SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$420,538CorporateStockBOYAmt
Corporate Stock EOY$421,961CorporateStockEOYAmt
Corporate Stock EOYFMV$1,192,945CorporateStockEOYFMVAmt
Corporate Bonds BOY$327,420CorporateBondsBOYAmt
Corporate Bonds EOY$110,325CorporateBondsEOYAmt
Corporate Bonds EOYFMV$114,482CorporateBondsEOYFMVAmt
Total Assets BOY$773,059TotalAssetsBOYAmt
Total Assets EOY$582,972TotalAssetsEOYAmt
Total Assets EOYFMV$1,358,113TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$773,059CapitalStockBOYAmt
Capital Stock EOY$582,972CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$773,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$582,972TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$773,059TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$582,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$773,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$190,087ExcessRevenueOverExpensesAmt
Subtotal$582,972SubtotalAmt
Tot Net Ast Or Fund Balances EOY$582,972TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP2016-05-162021-01-26$10,104$1,695$8,409$8,409
APPLE INCP2016-05-162021-07-30$68,770$11,206$57,564$57,564
VERIZON COMMUNICATIONS INCP2020-07-202021-05-04$30,705$30,025$680$680
BLACKROCK INCP2017-09-222021-07-30$60,960$31,166$29,794$29,794
VANGUARD INTERMEDIATE TERM CORPP2017-09-222021-07-30$83,083$82,186$897$897
BRISTOL MYERS SQUIBBP2019-11-212021-07-30$60,710$50,769$9,941$9,941
ALPS RIVERFRONTP2017-09-222021-07-30$82,733$85,545-$2,812-$2,812
CHEVRON CORPP2019-01-252021-10-21$24,310$25,298-$988-$988
PIMCO INCOME STRAT FDP2006-07-102021-10-21$28,197$49,364-$21,167-$21,167
FieldValueIRS element (for citing)
Capital Gain Net Income$82,556CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$680NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,468InvestmentIncomeExciseTaxAmt
Subtotal$1,468SubtotalAmt
Tax Based On Investment Income$1,468TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,440TotalPaymentsAndCreditsAmt
Overpayment$972OverpaymentAmt
Applied To ES Tax$972AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARLA J PETERSONIndividualWithBooksNm
Phone9207434501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 424AddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 424AddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,210,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,191AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,258,329TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,258,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,239,454NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,973MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,973MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,468TaxBasedOnInvestmentIncomeAmt
Total Tax$1,468TotalTaxAmt
Distributable Before Adj$60,505DistributableBeforeAdjAmt
Distributable Before Ded$60,505DistributableBeforeDedAmt
Distributable As Adjusted$60,505DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$441,126ExpensesAndContributionsAmt
Qualifying Distributions$441,126QualifyingDistributionsAmt
Adjusted Qualifying Distri$441,126AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,505DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$226,704ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,493ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,703ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$65,189ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,309ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$388,398TotalExcessDistributionCyovAmt
Qualifying Distributions$441,126QualifyingDistributionsAmt
Applied To Current Year$60,505AppliedToCurrentYearAmt
Remaining Distri From Corpus$380,621RemainingDistriFromCorpusAmt
Total Corpus$769,019TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$226,704ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$542,315ExcessDistriCyovToNextYrAmt
Excess From Year4$29,493ExcessFromYear4Amt
Excess From Year3$22,703ExcessFromYear3Amt
Excess From Year2$65,189ExcessFromYear2Amt
Excess From Year1$44,309ExcessFromYear1Amt
Excess From Current Year$380,621ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARLA J PETERSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCARLA J PETERSON TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 424AddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9207434501RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT AN OUTLINE OF THE REASONS FOR THE GRANT REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsTHE PURPOSES OF THE FOUNDATION ARE BROAD AND INCLUDE SUPPORT OF CULTURAL ACTIVITIES, SCHOOLS, COLLEGES AND MUSEUMS, HEALTH SERVICES AND SCIENTIFIC RESEARCH ACTIVITIES. ALSO INCLUDED IS SUPPORT OF ECOLOGICAL ACTIVITIES AND RELIGIOUS ACTIVITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
AMERICAN HEART ASSOCIATION7272 GREENVILLE AVE7272 GREENVILLE AVEDALLASTX75231N/APUBLICJUMP ROPE FOR HEART$200
ALPINE CHRIST CHURCH
610 EAST LOOP 281LONGVIEWTX75605N/APUBLICMEMORIAL$100
BADGER BOYS STATE
PO BOX 3882930 AMERICAN LEGION DRPORTAGEWI53901N/APUBLICGENERAL OPERATIONS$400
BIRCH CREEK MUSIC CENTER
3821 COUNTY EEGG HARBORWI54209N/APUBLICGENERAL OPERATIONS$500
BOYS AND GIRLS CLUB OF DOOR COUNTY
55 S 3RD AVENUESTURGEON BAYWI54235N/APUBLICHOLIDAY MATCH FUND$1,000
CHILDREN'S ALLIANCE OF HAWAII
1485 LINA PUNI ST 105HONOLULUHI96819N/APUBLICGENERAL OPERATIONS & MEMORIAL$1,000
CROSSROADS AT BIG CREEK
2041 MICHIGAN STREETSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$6,000
DESTINATION STURGEON BAY
DESTINATION STURGEON BAY36 S THIRD AVE36 S THIRD AVESTURGEON BAYWI54235N/APUBLICFIREWORKS$100
DOOR CANCER INC
DOOR CANCER INCPO BOX 423PO BOX 423STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$400
DOOR COUNTY MEDICAL CENTER FOUND
DOOR COUNTY MEDICAL CENTER FOUNDPO BOX 230PO BOX 230STURGEON BAYWI54235N/APUBLICSCHOLARSHIP FUND/DENTAL CLINIC$2,950
DOOR COUNTY YMCA
DOOR COUNTY YMCA1900 MICHIGAN STREET1900 MICHIGAN STREETSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$380,000
DOOR SHAKESPEARE
10038 WI-57SISTER BAYWI54234N/APUBLICGENERAL OPERATIONS$250
HELP OF DOOR COUNTY INC
HELP OF DOOR COUNTY INC219 GREEN BAY ROAD219 GREEN BAY ROADSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,000
HOLY CROSS CATHOLIC SCHOOL
3002 BAY SETTLEMENT ROADGREEN BAYWI54311N/APUBLICGENERAL OPERATIONS$1,000
HOLY TRINITY CATHOLIC CHURCH
HOLY TRINITY CATHOLIC CHURCH605 S 4TH ST605 S 4TH STMILWAUKEEWI53204N/APUBILCGENERAL OPERATIONS$100
INLAND SEAS EDUCATION ASSOCIATION
100 DAME STREETSUTTONS BAYMI49682N/APUBLICGENERAL OPERATIONS$1,000
JAK'S PLACE
1623 RHODE ISLAND STREETSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,500
LAKESHORE CAP INC
LAKESHORE CAP INC131 S 3RD AVE131 S 3RD AVESTURGEON BAYWI54235N/APUBLICFOOD PANTRY$500
LAWRENCE UNIVERSITY
711 E JOHN STREETAPPLETONWI54911N/APUBLICGENERAL OPERATIONS$1,000
MAYO CLINIC
MAYO CLINIC200 FIRST ST SW200 FIRST ST SWROCHESTERMN55905N/APUBLICGENERAL OPERATIONS$1,000
MONTANA FREE PRESS
PO BOX 1425HELENAMT59624N/APUBLICGENERAL OPERATIONS$1,000
NORTHERN DOOR CHILD CARE CENTER
10520 JUDITH BLAZER DRIVESISTER BAYWI54234N/APUBLICCAPITAL CAMPAIGN & REKINDLE CAMPAIGN$500
NORTHERN SKY THEATER
NORTHERN SKY THEATERPO BOX 273PO BOX 273FISH CREEKWI54212N/APUBLICREKINDLE CAMPAIGN&GENERAL OPERATIONS$11,100
PBS HAWAII
315 SAND ISLAND ACCESS RDHONOLULUHI968192295N/APUBLICGENERAL OPERATIONS$500
PENINSULA SCHOOL OF ART
3900 COUNTY FFISH CREEKWI54212N/APUBLICGENERAL OPERATIONS & MEMORIAL$2,200
ROTARY CLUB OF STURGEON BAY
PO BOX 81STURGEON BAYWI54235N/APUBLICTHANKSGIVING FOOD DRIVE$100
SAIL TRAINING FOUNDATION
SAIL TRAINING FOUNDATION600 NAUTICAL DR600 NAUTICAL DRSTURGEON BAYWI54235N/APUBLICSEA WALL REPAIR$500
SOUTHERN DOOR FIRE DEPT
110 E MAIN STREETFORESTVILLEWI54213N/APUBLICGENERAL OPERATIONS$20
STRAUB FOUNDATION
55 MERCHANT ST SUITE 26HONOLULUHI96813N/APUBLICGENERAL OPERATIONS$10,100
UNICEF
501 KINGS HWY SUITE 400FAIRFIELDCT06825N/APUBLICGENERAL OPERATIONS$100
UNITED WAY OF DOOR COUNTY
UNITED WAY OF DOOR COUNTY57 N 3RD AVE57 N 3RD AVESTURGEON BAYWI54235N/APUBLICLEADERSHIP CIRCLE CAMPAIGN$10,000
USMMA ALUMNI ASSOCIATION
14 BOND STREET 1000GREAT NECKNY11021N/APUBLICGENERAL OPERATIONS$1,000
WISCONSIN HUMANE SOCIETY - DOOR CO
HOPE LIGHTS & MEMORIAL3475 PARK DR3475 PARK DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$400
WISCONSIN PUBLIC RADIO
WISCONSIN PUBLIC RADIO821 UNIVERSITY AVE821 UNIVERSITY AVEMADISONWI53706N/APUBLICGENERAL OPERATIONS$100
WISE WOMENS GATHERING PLACE
1641 COMMANCHE AVENUEGREEN BAYWI54313N/APUBLICGENERAL OPERATIONS$1,000
WOUNDED WARRIOR PROJECT
PO BOX 758540TOPEKAKS666758540N/APUBLICGENERAL OPERATIONS$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$439,645TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,520ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,556ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$106,087ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106,087TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCARLA J PETERSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 424AddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Total Contributions$149,238TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12500 SHARES - U.S BANCORP$114,3002020-12-14
12000 SHARES - CISCO SYSTEMS$112,3602021-08-16
11400 SHARES - COLGATE-PALMOLIVE$111,7482021-08-16
11400 SHARES - NOVARTIS$131,8942021-08-16

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,720Amt
Net Investment Income$344NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,376DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPS RIVERFRONT STRATEGIC INC FD
ISHARES U.S. PREFERRED$39,689$39,370
PIMCO FLOATING RATE INC FD
VANGUARD INT TERM CORP BONDS$70,636$75,112

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$30,975$97,859
APPLE INC$23,541$149,800
BERKSHIRE HATHAWAY INC CL B$64,120$129,155
BLACKROCK INC
BRISTOL MYERS SQUIBB CO
CHEVRON CORP
CISCO SYSTEMS$48,205$111,940
COLGATE - PALMOLIVE$46,104$106,666
MICROSOFT CORP$33,555$134,306
NOVARTIS$48,230$115,864
US BANCORP$6,623$150,925
VANGUARD 500 INDEX$120,608$196,430
VERIZON COMMUNICATIONS INC

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$210$105$105

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,837Amt

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