ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION (EIN 39-6566719)
Tax period
2019-11-01 to 2020-10-31
Filed
2020-12-28
IRS object ID
202100089349100210
Schema version
2019v5.0
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)
Return2020-12-28T16:47:00-06:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

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 Begin2019-11-01TaxPeriodBeginDt

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
Signature2020-12-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER L WOOD CPAPreparerPersonNm
PTINP00572627PTIN
Phone9207438699PhoneNum
Preparation2020-12-22PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,001,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$72InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,703NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$227,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,703CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,467TotalRevAndExpnssAmt
Total Net Invst Incm$120,467TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,482AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,482AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$520TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$224OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$224OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,226TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,706TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,481TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,466ExcessRevenueOverExpensesAmt
Net Investment Income$120,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,733CashBOYAmt
Cash EOY$20,000CashEOYAmt
Cash EOYFMV$20,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,101SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,101SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$465,584CorporateStockBOYAmt
Corporate Stock EOY$420,538CorporateStockEOYAmt
Corporate Stock EOYFMV$673,041CorporateStockEOYFMVAmt
Corporate Bonds BOY$267,926CorporateBondsBOYAmt
Corporate Bonds EOY$327,420CorporateBondsEOYAmt
Corporate Bonds EOYFMV$303,386CorporateBondsEOYFMVAmt
Total Assets BOY$743,593TotalAssetsBOYAmt
Total Assets EOY$773,059TotalAssetsEOYAmt
Total Assets EOYFMV$1,001,528TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$743,593CapitalStockBOYAmt
Capital Stock EOY$773,059CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$743,593TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$773,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$743,593TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$773,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$743,593TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,466ExcessRevenueOverExpensesAmt
Subtotal$773,059SubtotalAmt
Tot Net Ast Or Fund Balances EOY$773,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CELGENE CORPP1995-04-212019-11-21$97,839$202$97,637$97,637
APPLE INCP2016-05-162020-07-20$30,115$7,345$22,770$22,770
COHEN & STEERS QUALITYP2006-07-102020-07-20$16,967$36,957-$19,990-$19,990
ISHS INTL SEL DIVP2016-05-162020-07-20$59,650$66,788-$7,138-$7,138
BRISTOL MYERS SQUIBB RTSP2019-11-212020-07-20$2,718$2,070$648$648
VANGUARD 500 INDEXP2020-10-29$20,000$17,306$2,694$2,694
FieldValueIRS element (for citing)
Capital Gain Net Income$96,703CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$648NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,858AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$833,570NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.126994DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,989AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$575,675NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.088573DistributionYr2Rt
Adjusted Qlfy Distri Yr3$68,736AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$858,959NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080022DistributionYr3Rt
Adjusted Qlfy Distri Yr4$270,342AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$884,871NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.305516DistributionYr4Rt
Adjusted Qlfy Distri Yr5$84,271AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$961,389NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087655DistributionYr5Rt
Total Distribution0.688760TotalDistributionRt
Average Distribution0.137752AverageDistributionRt
Net Vl Noncharitable Assets$971,621NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$133,843AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,205NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$135,048AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$90,481QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,409InvestmentIncomeExciseTaxAmt
Subtotal$2,409SubtotalAmt
Tax Based On Investment Income$2,409TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,012EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,012TotalPaymentsAndCreditsAmt
Tax Due$1,397TaxDueAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$952,868AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,549AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$986,417TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$986,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$971,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,581MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,581MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,409TaxBasedOnInvestmentIncomeAmt
Total Tax$2,409TotalTaxAmt
Distributable Before Adj$46,172DistributableBeforeAdjAmt
Distributable Before Ded$46,172DistributableBeforeDedAmt
Distributable As Adjusted$46,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,481ExpensesAndContributionsAmt
Qualifying Distributions$90,481QualifyingDistributionsAmt
Adjusted Qualifying Distri$90,481AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,172DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$38,887ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$226,704ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,493ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,703ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$382,976TotalExcessDistributionCyovAmt
Qualifying Distributions$90,481QualifyingDistributionsAmt
Applied To Current Year$46,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,309RemainingDistriFromCorpusAmt
Total Corpus$427,285TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$38,887ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$388,398ExcessDistriCyovToNextYrAmt
Excess From Year4$226,704ExcessFromYear4Amt
Excess From Year3$29,493ExcessFromYear3Amt
Excess From Year2$22,703ExcessFromYear2Amt
Excess From Year1$65,189ExcessFromYear1Amt
Excess From Current Year$44,309ExcessFromCurrentYearAmt

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 (27 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$100
CHRIST CHILD SOCIETY OF DOOR COUNTY
CHRIST CHILD SOCIETY OF DOOR COUNTY7710 STATE HIGHWAY 427710 STATE HIGHWAY 42EGG HARBORWI54209N/APUBLICGENERAL OPERATIONS$100
DESTINATION STURGEON BAY
DESTINATION STURGEON BAY36 S THIRD AVE36 S THIRD AVESTURGEON BAYWI54235N/APUBLICGRAHAM PARK$5,000
DOOR CANCER INC
DOOR CANCER INCPO BOX 423PO BOX 423STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$150
DOOR COUNTY HISTORICAL SOCIETY
DOOR COUNTY HISTORICAL SOCIETY130 N 4TH AVE130 N 4TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
DOOR COUNTY LAND TRUST
DOOR COUNTY LAND TRUST23 N 5TH AVE23 N 5TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
DOOR COUNTY MEDICAL CENTER FOUND
DOOR COUNTY MEDICAL CENTER FOUNDPO BOX 230PO BOX 230STURGEON BAYWI54235N/APUBLICANNUAL CAMPAIGN AND GENERAL OPER$1,200
DOOR COUNTY YMCA
DOOR COUNTY YMCA1900 MICHIGAN STREET1900 MICHIGAN STREETSTURGEON BAYWI54235NA/PUBLICGENERAL OPERATIONS$50,125
HAWAII THEATRE CENTER
HAWAII THEATRE CENTER1130 BETHEL STREET1130 BETHEL STREETHONOLULUHI96813N/APUBLICGENERAL OPERATIONS$500
HAZELDON BETTY FORD FOUNDATION
HAZELDON BETTY FORD FOUNDATIONPO BOX 11PO BOX 11CENTER CITYMN55012N/APUBLICGENERAL OPERATIONS$1,000
HELP OF DOOR COUNTY INC
HELP OF DOOR COUNTY INC219 GREEN BAY ROAD219 GREEN BAY ROADSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
HOLY TRINITY CATHOLIC CHURCH
HOLY TRINITY CATHOLIC CHURCH605 S 4TH ST605 S 4TH STMILWAUKEEWI53204N/APUBILCGENERAL OPERATIONS$1,500
KAHILU THEATRE
KAHILU THEATRE67-1186 LINDSEY RD67-1186 LINDSEY RDWAIMEAHI96743N/APUBLICGENERAL OPERATIONS$1,000
LAKESHORE CAP INC
LAKESHORE CAP INC131 S 3RD AVE131 S 3RD AVESTURGEON BAYWI54235N/APUBLICDOOR COUNTY RENT RELIEF$1,000
LEAGUE OF WOMEN VOTERS
LEAGUE OF WOMEN VOTERSPO BOX 306PO BOX 306STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
MAYO CLINIC
MAYO CLINIC200 FIRST ST SW200 FIRST ST SWROCHESTERMN55905N/APUBLICGENERAL OPERATIONS$1,500
MONEY MANAGEMENT COUNSELORS
MONEY MANAGEMENT COUNSELORS57 N 12TH AVE 10457 N 12TH AVE 104STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
NEIGHBOR TO NEIGHBOR
NEIGHBOR TO NEIGHBOR62 S 3RD AVE 262 S 3RD AVE 2STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
NORTHERN SKY THEATER
NORTHERN SKY THEATERPO BOX 273PO BOX 273FISH CREEKWI54212N/APUBLICREKINDLE CAMPAIGN&GENERAL OPERATIONS$11,100
PARENTS & CHILDREN TOGETHER
PARENTS & CHILDREN TOGETHER1485 LINAPUNI ST STE 1051485 LINAPUNI ST STE 105HONOLULUHI96819N/APUBLICGENERAL OPERATIONS$100
SAIL TRAINING FOUNDATION
SAIL TRAINING FOUNDATION600 NAUTICAL DR600 NAUTICAL DRSTURGEON BAYWI54235N/APUBLICINSTRUCTIONAL ACCOUNT$2,000
SUNSHINE HOUSE INC
SUNSHINE HOUSE INC55 W YEW STREET55 W YEW STREETSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$700
UNITED WAY OF DOOR COUNTY
UNITED WAY OF DOOR COUNTY57 N 3RD AVE57 N 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$5,000
WISCONSIN HUMANE SOCIETY - DOOR CO
WISCONSIN HUMANE SOCIETY - DOOR COUNTY3475 PARK DR3475 PARK DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$300
WISCONSIN PUBLIC RADIO
WISCONSIN PUBLIC RADIO821 UNIVERSITY AVE821 UNIVERSITY AVEMADISONWI53706N/APUBLICGENERAL OPERATIONS$100
WISCONSIN PUBLIC TELEVISION
WISCONSIN PUBLIC TELEVISION821 UNIVERSITY AVE821 UNIVERSITY AVEMADISONWI53706N/APUBLICWISCONSIN SHIPWRECKS$1,000
DOOR COUNTY MARITIME MUSEUM
DOOR COUNTY MARITIME MUSEUM120 S MADISON AVE120 S MADISON AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,775TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,692ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,703ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,467ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,467TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$2,482Amt
Disbursements Charitable Prps$2,482DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INT TERM CORP BONDS$152,822$159,609
ALPS RIVERFRONT STRATEGIC INC FD$85,545$82,332
PIMCO FLOATING RATE INC FD$49,364$25,225
ISHARES U.S. PREFERRED$39,689$36,220

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$30,975$53,493
BLACKROCK INC$31,166$42,544
C&S ADV INC REALTY FD
MICROSOFT CORP$33,555$82,000
APPLE INC$36,442$168,515
BERKSHIRE HATHAWAY INC CL B$64,120$90,855
ISHARES INTERNATIONAL SELECT
VANGUARD 500 INDEX$118,188$137,477
CHEVRON CORP$25,298$15,290
CELGENE CORP
VERIZON COMMUNICATIONS INC$30,025$30,262
BRISTOL MYERS SQUIBB CO$50,769$52,605

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$194$194
BANK CHARGES$30$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$520Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.