TRUSTAGE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTAGE FOUNDATION INC (EIN 39-6105418)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349100501
- 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
- Form 990-PF
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T06:59:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396105418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA MUTUAL GROUP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUNA | BusinessNameControlTxt |
| Phone | 6086657445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMI DOUGLAS | PersonNm |
| Person Title | VP, TAX | PersonTitleTxt |
| Phone | 6086657445 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAMI | PersonFirstNm |
| Person Last | DOUGLAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | 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 | 2021 | 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 | $19,844,837 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,324 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $521,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,425,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,475,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,425,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,949,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,949,259 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,853 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,896,651 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,900,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,907,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,901,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,041,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,949,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,953 | CashBOYAmt |
| Cash EOY | $4,242,273 | CashEOYAmt |
| Cash EOYFMV | $4,242,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $209,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $432,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $432,990 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,757,616 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,762,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,808,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,414,265 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,132,023 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,360,224 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,370,731 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $274,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $384,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $384,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,186,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,228,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,844,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,186,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,228,322 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,186,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,228,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,186,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,228,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,186,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,041,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,228,322 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,228,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,475,016 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,049,673 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,425,343 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,425,343 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,425,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,819 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,819 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,724 | OverpaymentAmt |
| Applied To ES Tax | $7,724 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6086657445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| CEDRIC ELLIS | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANGELA RUSSELL | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | VICE PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL BARBATO | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIAN J BORAKOVE | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE L CASTRO | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| KRISTINE M CONWAY | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| TODD M DUNNING | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| KARIM HABIB | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CEDRIC ELLIS | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALD SINGLETON II | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA WAGNER | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHLEY UTZ FROM FEB 8 2021 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKI HAGERMAN TO DEC 5 2021 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY MEYER TO DEC 5 2021 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | 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 | $16,020,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,453,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $311,441 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,784,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,784,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,488,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $974,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $974,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,095 | TotalTaxAmt |
| Distributable Before Adj | $947,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,222 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $951,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $951,536 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,901,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,901,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $951,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,534,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,670,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,168,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,021,978 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,112,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,507,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,901,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $951,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,949,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,456,883 | 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 | $1,534,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,921,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,670,344 | ExcessFromYear4Amt |
| Excess From Year3 | $4,168,024 | ExcessFromYear3Amt |
| Excess From Year2 | $3,021,978 | ExcessFromYear2Amt |
| Excess From Year1 | $3,112,012 | ExcessFromYear1Amt |
| Excess From Current Year | $6,949,608 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1619 FREEDOM SCHOOL | ||||||
| 3117 GREENHILL CIRCLE | CEDAR FALLS | IA | 50613 | PC | CHARITABLE | $100,000 |
| AID ATLANTA | ||||||
| 1605 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | CHARITABLE | $250 |
| AMANI COMMUNITY SERVICES | ||||||
| 2315 FALLS AVE STE 1 | WATERLOO | IA | 50701 | PC | CHARITABLE | $10,000 |
| AMERICAN INDIA FOUNDATION | ||||||
| 211 EAST 43RD ST STE 1900 | NEW YORK | NY | 10017 | PC | CHARITABLE | $10,000 |
| AMERICAN RED CROSS SW WI | ||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | PC | CHARITABLE | $5,000 |
| ANANA ELEMENTARY SCHOOL | ||||||
| 6323 WOODINGTON WAY | MADISON | WI | 53711 | PC | CHARITABLE | $5,000 |
| ASSOCIATION FOR INDIA'S DEVELOPMENT | ||||||
| 501 TECUMSEH ST | COLLEGE PARK | MD | 20740 | PC | CHARITABLE | $10,000 |
| BADGER ROCK MIDDLE SCHOOL | ||||||
| 501 E BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $5,000 |
| BIG BROTHERS BIG SISTERS OF DANE COUNTY | ||||||
| 2059 ATWOOD AVENUE 2 | MADISON | WI | 53704 | PC | CHARITABLE | $60,000 |
| BOYS & GIRLS CLUB OF DANE COUNTY | ||||||
| 1818 WEST BELTLINE HWY | MADISON | WI | 53713 | PC | CHARITABLE | $25,000 |
| BOYS AND GIRLS CLUB OF DANE COUNTY | ||||||
| 1818 W BELTLINE HWY | MADISON | WI | 53713 | PC | CHARITABLE | $50,000 |
| BOYS AND GIRLS CLUB OF THE CEDAR VALLEY | ||||||
| 515 LIME ST | WATERLOO | IA | 50703 | PC | CHARITABLE | $70,000 |
| CATHOLIC CHARITIES - THE BEACON | ||||||
| 702 SOUTH HIGH POINT ROAD | MADISON | WI | 53719 | PC | CHARITABLE | $60,000 |
| CEDAR VALLEY FRIENDS OF THE FAMILY | ||||||
| PO BOX 784 | WAVERLY | IA | 50677 | PC | CHARITABLE | $125 |
| CEDAR VALLEY FRIENDS OF THE FAMILY | ||||||
| PO BOX 784 | WAVERLY | IA | 50677 | PC | CHARITABLE | $50,000 |
| CENTER FOR BLACK EXCELLENCE | ||||||
| PO BOX 259861 | MADISON | WI | 53725 | PC | CHARITABLE | $1,000,000 |
| CENTER FOR COMMUNITY STEWARDSHIP | ||||||
| PO BOX 46202 | MADISON | WI | 53744 | PC | CHARITABLE | $100,000 |
| CENTRO HISPANO | ||||||
| 810 W BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $250 |
| CENTRO HISPANO OF DANE CO | ||||||
| 810 W BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $25,000 |
| CEOS OF TOMORROW INC | ||||||
| 2702 INTERNATIONAL LN SUITE 112 | MADISON | WI | 53704 | PC | CHARITABLE | $70,000 |
| CHAMPIONS4KIDS INC | ||||||
| 5511 ODANA RD | MADISON | WI | 53719 | PC | CHARITABLE | $50,000 |
| CHARLES HAMILTON HOUSTON INSTITUTE INC | ||||||
| 637 HARPER DR | VERONA | WI | 53593 | PC | CHARITABLE | $100,000 |
| CHILDREN'S HOSPITAL OF WI FOUNDATION | ||||||
| PO BOX 1997 | MILWAUKEE | WI | 53202 | PC | CHARITABLE | $30,000 |
| COMMON WEALTH DEVELOPMENT | ||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | PC | CHARITABLE | $120,000 |
| COMMON WEALTH DEVELOPMENT | ||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | PC | CHARITABLE | $25,000 |
| COMMON WEALTH DEVELOPMENT INC | ||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | PC | CHARITABLE | $75,000 |
| COMMUNITY EDUCATIONAL OUTREACH INC | ||||||
| PO BOX 428 | WATERLOO | IA | 50704 | PC | CHARITABLE | $250 |
| COMMUNITY SHARE OF WISCONSIN | ||||||
| 931 E MAIN ST STE 10 | MADISON | WI | 53703 | PC | CHARITABLE | $5,000 |
| CONNEXTIONS INC | ||||||
| 6709 RAYMOND RD | MADISON | WI | 53719 | PC | CHARITABLE | $10,000 |
| CONNEXTIONS INC | ||||||
| 6709 RAYMOND RD | MADISON | WI | 53719 | PC | CHARITABLE | $10,000 |
| CORNERSTONE CREDIT UNION FOUNDATION | ||||||
| 5801 PARKWOOD BLVD SUITE 300 | PLANO | TX | 75024 | PC | CHARITABLE | $81,500 |
| CROSS COMMUNITY PLAYERS | ||||||
| PO BOX 1135 | MAPLE GROVE | MN | 55311 | PC | CHARITABLE | $250 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | CHARITABLE | $10,000 |
| DR WALTER CUNNINGHAM | ||||||
| 1224 MOBILE STREET | WATERLOO | IA | 50703 | PC | CHARITABLE | $5,000 |
| EAST MADISON COMMUNITY CENTER | ||||||
| 8 STRAUBEL COURT | MADISON | WI | 53704 | PC | CHARITABLE | $250 |
| EAST MADISON COMMUNITY CENTER | ||||||
| 8 STRAUBEL COURT | MADISON | WI | 53704 | PC | CHARITABLE | $100,000 |
| END DOMESTIC ABUSE WISCONSIN | ||||||
| 1400 E WASHINGTON AVE SUITE 227 | MADISON | WI | 53703 | PC | CHARITABLE | $175,000 |
| FAMILIES & SCHOOLS TOGETHER | ||||||
| 2801 INTERNATIONAL LN SUITE 201 | MADISON | WI | 53704 | PC | CHARITABLE | $70,000 |
| FOUNDATION FOR BLACK WOMEN'S WELLNESS | ||||||
| 6601 GRAND TETON PLAZA SUITE A2 | MADISON | WI | 53719 | PC | CHARITABLE | $100,000 |
| FRIENDS OF BADGER ROCK MIDDLE SCHOOL | ||||||
| 501 E BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $7,500 |
| GIVE BACK FOUNDATION | ||||||
| 2302 INTERNATIONAL LANE | MADISON | WI | 53704 | PC | CHARITABLE | $100,000 |
| GOODMAN COMMUNITY CENTER | ||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | PC | CHARITABLE | $200,000 |
| GRACE CHURCH | ||||||
| 416 2ND STREET | NEW GLARUS | WI | 53574 | PC | CHARITABLE | $250 |
| GSAFE | ||||||
| 122 E OLIN AVE 100 | MADISON | WI | 53713 | PC | CHARITABLE | $50,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 803 W 5TH ST | WATERLOO | IA | 50702 | PC | CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY OF DANE COUNTY | ||||||
| 3101 LATHAM DR | MADISON | WI | 53713 | PC | CHARITABLE | $250,000 |
| HAMILTON MIDDLE SCHOOL | ||||||
| 4801 WAUKESHA ST | MADISON | WI | 53705 | PC | CHARITABLE | $5,000 |
| HORIZON HIGH SCHOOL | ||||||
| PO BOX 45045 | MADISON | WI | 53744 | PC | CHARITABLE | $32,000 |
| HOUSE OF HOPE | ||||||
| 845 W 4TH STREET | WATERLOO | IA | 50702 | PC | CHARITABLE | $20,000 |
| INFAMOUS MOTHERS LLC | ||||||
| 641 WEST MAIN ST 114 | MADISON | WI | 53703 | PC | CHARITABLE | $297,000 |
| JANESVILLE LIONS FOUNDATION | ||||||
| 1401 PALMER DR | JANEXVILLE | WI | 53545 | PC | CHARITABLE | $250 |
| JOHN MUIR ELEMENTARY SCHOOL | ||||||
| 6602 INNER DR | MADISON | WI | 53705 | PC | CHARITABLE | $5,000 |
| LARRABEE CENTER INC | ||||||
| 117 11TH ST NW | WAVERLY | IA | 50677 | PC | CHARITABLE | $20,000 |
| LATINO CHAMBER OF COMMERCE OF DANE CO | ||||||
| 2881 COMMERCE PARK DR | FITCHBURG | WI | 53719 | PC | CHARITABLE | $50,000 |
| LEADER VALLEY FOUNDATION | ||||||
| 360 WESTFIELD AVE SUITE 200 | WATERLOO | IA | 50701 | PC | CHARITABLE | $200,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 3 INTERNAION DR 200 | RYE BROOK | NY | 10573 | PC | CHARITABLE | $250 |
| LIGHTHOUSE CHRISTIAN SCHOOL | ||||||
| 6400 SCHROEDER RD | MADISON | WI | 53711 | PC | CHARITABLE | $100,000 |
| LITTLE JOHNS RESTAURANT INC | ||||||
| 5302 VERONA RD | FITCHBURG | WI | 53711 | PC | CHARITABLE | $15,000 |
| LODI FFAALUMNI | ||||||
| 1100 SAUK STREET | LODI | WI | 53555 | PC | CHARITABLE | $250 |
| LODI FFAALUMNI | ||||||
| 1100 SAUK STREET | LODI | WI | 53555 | PC | CHARITABLE | $250 |
| MADISON AREA FOOD PANTRY GARDENS | ||||||
| PO BOX 5116 | MADISON | WI | 53705 | PC | CHARITABLE | $10,000 |
| MADISON READING PROJECT | ||||||
| 1337 GREENWAY CROSS STE 186 | MADISON | WI | 53713 | PC | CHARITABLE | $10,000 |
| MADISON REGION ECONOMIC PARTNERSHIP | ||||||
| 8517 EXCELSIOR DR 107 | MADISON | WI | 53717 | PC | CHARITABLE | $50,000 |
| MAYDM INC | ||||||
| 3330 UNIVERSITY AVE SUITE 202 | MADISON | WI | 53705 | PC | CHARITABLE | $75,000 |
| MENTORING POSITIVES | ||||||
| PO BOX 14567 | MADISON | WI | 53708 | PC | CHARITABLE | $146,000 |
| MILESTONE DEMOCRATIC SCHOOL | ||||||
| 2758 DAIRY DRIVE | MADISON | WI | 53718 | PC | CHARITABLE | $50,000 |
| MISSION CENTRAL METROPLEX | ||||||
| 740 EAST PIPELINE ROAD | HURST | TX | 76053 | PC | CHARITABLE | $10,000 |
| MT HOREB UNITED MEETHODIST CHURCH | ||||||
| 9542 COUNTY R S | MT HOREB | WI | 53572 | PC | CHARITABLE | $250 |
| MT HOREB UNITED METHODIST CHURCH | ||||||
| 9542 COUNTY R S | MT HOREB | WI | 53572 | PC | CHARITABLE | $250 |
| NATIONAL CREDIT UNION FOUNDATION | ||||||
| 99 M STREET SE SUITE 300 | WASHINGTON | DC | 20003 | PC | CHARITABLE | $10,000 |
| NATIONAL CREDIT UNION FOUNDATION | ||||||
| 99 M STREET SE SUITE 300 | WASHINGTON | DC | 20003 | PC | CHARITABLE | $10,000 |
| NEWBRIDGE MADISON INC | ||||||
| 1625 NORTHPORT DR 125 | MADISON | WI | 53704 | PC | CHARITABLE | $30,000 |
| NORTHEAST IOWA FOOD BANK | ||||||
| 1605 LAFAYETTE STREET | WATERLOO | IA | 50704 | PC | CHARITABLE | $5,000 |
| OMEGA SCHOOL | ||||||
| 835 W BADGER RD | CEDAR FALLS | WI | 53713 | PC | CHARITABLE | $50,000 |
| OPPORTUNITIES INC | ||||||
| 25 WINOOSKI FALLS WAY SUITE 203 | WINOOSKI | VT | 05404 | PC | CHARITABLE | $25,000 |
| PRAIRIE VIEW A&M UNIVERSITY | ||||||
| PO BOX 519 MS 1200 | PRAIRIE VIEW | TX | 77446 | PC | CHARITABLE | $25,000 |
| PROJECT FLO ASSOCIATION | ||||||
| 1727 KENWOD AVE | NEW HAMPTON | WI | 50659 | PC | CHARITABLE | $250 |
| RAPE CRISIS CENTER INC | ||||||
| 2801 COHO ST STE 301 | MADISON | WI | 53713 | PC | CHARITABLE | $45,000 |
| REDWOOD ELEMENTARY | ||||||
| 395 WOODSIDE DR | HARTFORD | MI | 49057 | PC | CHARITABLE | $250 |
| REPAIRERS OF THE BREACH | ||||||
| PO BOX 05648 | MILWAUKEE | WI | 53205 | PC | CHARITABLE | $5,000 |
| RIVER FOOD PANTRY | ||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | PC | CHARITABLE | $15,521 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 2716 MARSHALL CT | MADISON | WI | 53705 | PC | CHARITABLE | $5,000 |
| SAFE HARBOR CHILD ADVOCACY CENTER INC | ||||||
| 2445 DARWIN RD SUITE 20 | MADISON | WI | 53704 | PC | CHARITABLE | $20,000 |
| SEWA INTERNTAIONAL INC | ||||||
| PO BOX 820867 | HOUSTON | TX | 77282 | PC | CHARITABLE | $10,000 |
| SIMPSON STREET FREE PRESS | ||||||
| PO BOX 6307 | MONONA | WI | 53716 | PC | CHARITABLE | $18,000 |
| SIMPSON STREET FREE PRESS | ||||||
| PO BOX 6307 | MONONA | WI | 53716 | PC | CHARITABLE | $45,000 |
| STARTING BLOCK MADISON | ||||||
| 821 E WASHINGTON AVE STE 200 | MADISON | WI | 53703 | PC | CHARITABLE | $60,000 |
| SUCCESSLINK INC | ||||||
| 220 E PARK AVE | WATERLOO | IA | 50703 | PC | CHARITABLE | $20,000 |
| SUGAR RIVER SENIOR CENTER | ||||||
| 21 S VINE ST | BELLEVILLE | WI | 53508 | PC | CHARITABLE | $250 |
| TEAM RUBICON | ||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | PC | CHARITABLE | $10,000 |
| THE ARC OF THE USA - WI CHAPTER | ||||||
| PO BOX 201 | STOUGHTON | WI | 53589 | PC | CHARITABLE | $36,500 |
| THE JOB FOUNDATION | ||||||
| PO BOX 1141 | CEDAR FALLS | IA | 50613 | PC | CHARITABLE | $20,000 |
| THE PRAIRIE ENTHUSIASTS INC | ||||||
| 110 S MAIN ST | VIROQUA | WI | 54665 | PC | CHARITABLE | $250 |
| THE ROAD HOME OF DANE COUNTY | ||||||
| 890 W WINGRA DR | MADISON | WI | 53715 | PC | CHARITABLE | $175,000 |
| UNICEF USA | ||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PC | CHARITABLE | $10,000 |
| UNITED WAY OF CENTRAL KANSAS | ||||||
| 1125 WILLIAMS ST | GREAT BEND | KS | 67530 | PC | CHARITABLE | $10,000 |
| UNITED WAY OF DANE COUNTY | ||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | PC | CHARITABLE | $481,627 |
| UNITED WAY OF DANE COUNTY | ||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | PC | CHARITABLE | $250,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||
| COMMONS 121 | CEDAR FALLS | IA | 50614 | PC | CHARITABLE | $117,000 |
| URBAN LEAGUE OF GREATER MADISON | ||||||
| 2222 S PARK ST STE 200 | MADISON | WI | 53713 | PC | CHARITABLE | $1,000,000 |
| URBAN TRIAGE | ||||||
| 2312 S PARK ST | MADISON | WI | 53713 | PC | CHARITABLE | $120,000 |
| UW FOUNDATION | ||||||
| 2238 SOUTH PARK ST | MADISON | WI | 53713 | PC | CHARITABLE | $100,000 |
| VERA COURT NEIGHBORHOOD CENTER INC | ||||||
| 614 VERA COURT | MADISON | WI | 53704 | PC | CHARITABLE | $53,500 |
| WAVERLY-SHELL ROCK AREA UNITED WAY INC | ||||||
| PO BOX 271 | WAVERLY | IA | 50677 | PC | CHARITABLE | $25,000 |
| WISCONSIN EQUAL JUSTICE FUND INC | ||||||
| PO BOX 46103 | MADISON | WI | 53744 | PC | CHARITABLE | $5,000 |
| WISCONSIN HEIGHTS EDUCATION FOUNDATION | ||||||
| PO BOX 176 | MAZOMANIE | WI | 53560 | PC | CHARITABLE | $250 |
| WISCONSIN HEIGHTS EDUCATION FOUNDATION | ||||||
| PO BOX 176 | MAZOMANIE | WI | 53560 | PC | CHARITABLE | $250 |
| WISE WOMEN GATHERING PLACE | ||||||
| 1641 COMMANCHE AVE SUITE H | GREEN BAY | WI | 54313 | PC | CHARITABLE | $73,000 |
| WOMENS INSTITUTE FOR A SECURE RETIREMENT | ||||||
| 1001 CONNECTICUT AVE STE 730 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $147,100 |
| YMCA OF DANE COUNTY INC | ||||||
| 101 E MIFFLIN ST SUITE 100 | MADISON | WI | 53703 | PC | CHARITABLE | $50,000 |
| YWCA MADISON | ||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | PC | CHARITABLE | $485,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,900,873 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY CAMPAIGN PLEDGE (DANE COUNTY) | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2059 ATWOOD AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,425,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,949,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,949,259 | 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 | CMFG LIFE INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COPY OF FORM 990-PF WILL BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF WISCONSIN. A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF IOWA. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOREIGN BONDS | $269,870 | $269,002 |
| DOMESTIC BONDS | $8,090,354 | $8,101,729 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $4,808,257 | EOYBookValueAmt |
| EOYFMV | $6,414,265 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $384,578 | BookValueAmt |
| EOYFMV | $384,578 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $271 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $10,853 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments