GALAXY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GALAXY FOUNDATION INC (EIN 20-2060980)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202131239349101808
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T12:34:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391774588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 | 202060980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALAXY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALA | BusinessNameControlTxt |
| Phone | 2623676990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676990 | PhoneNum |
| Signature | 2021-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELAINE | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON M ZUR | PreparerPersonNm |
| PTIN | P00366024 | PTIN |
| Phone | 2627904960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $5,530,754 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,556 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,377 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,412 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,412 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $553,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,345 | 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 | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,797,075 | CashBOYAmt |
| Cash EOY | $3,011,052 | CashEOYAmt |
| Cash EOYFMV | $3,011,052 | CashEOYFMVAmt |
| Other Investments BOY | $88,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,519,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,885,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,099,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,530,754 | 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 | $2,885,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,099,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,885,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,099,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,885,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,099,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,885,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,099,769 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,099,769 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $181 | TaxDueAmt |
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 | Yes (1) | 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 | ELAINE BURKE | IndividualWithBooksNm |
| Phone | 2623676990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,180,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,648,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,829,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,829,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,756,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $741 | TotalTaxAmt |
| Distributable Before Adj | $237,091 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,091 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $338,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $470,445 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $470,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $237,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,709 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $572,154 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $572,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $470,445 | ExcessFromYear2Amt |
| Excess From Current Year | $101,709 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WORLD BICYCLE RELIEF | |||||
| 1000 W FULTON MARKET 4TH FL | CHICAGO | IL | 60607 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| WAUKESHA COUNTY COMMUNITY DENTAL CLINIC | |||||
| 210 NW BARSTOW ST 305 | WAUKESHA | WI | 53188 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| UNITED PERFORMING ARTS FUND | |||||
| 301 W WISCONSIN AVE 600 | MILWAUKEE | WI | 53203 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,500 |
| UNITED PERFORMING ARTS FUND | |||||
| 301 W WISCONSIN AVE 600 | MILWAUKEE | WI | 53203 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $300 |
| UNITED COMMUNITY CENTER | |||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| UNITED COMMUNITY CENTER | |||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| UNITED COMMUNITY CENTER | |||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| TOP BOX FOODS | |||||
| 222 W MERCHANDISE MART PLAZA 202A | CHICAGO | IL | 60654 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| ST JOHN VIANNEY CAROLINE BILLS | |||||
| 1755 N CALHOUN RD | BROOKFIELD | WI | 53045 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| ST VINCENT DE PAUL ST TERESA | |||||
| 9601 W SILVER SPRING DR | MILWAUKEE | WI | 53225 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| ST JOSEPH INDIAN SCHOOL | |||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| ST COLETTA OF WI GRACE LANDING | |||||
| N4637 CO RD Y | JEFFERSON | WI | 53549 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| ST ANN CENTER | |||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| ST ANN CENTER | |||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| ST ANN CENTER | |||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| ST ANN CENTER | |||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| SALVATORIAN MISSION WAREHOUSE | |||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| SALVATION ARMY | |||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| RIVER ALLIANCE | |||||
| 147 S BUTLER ST 2 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| NOTRE DAME SCHOOL | |||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| NOTRE DAME SCHOOL | |||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| NATIONAL PARK FOUNDATION | |||||
| 1110 VERMONT AVE NW 200 | WASHINGTON | DC | 20005 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| NATIONAL CATHOLIC REPORTER | |||||
| 115 E ARMOUR BLVD | KANSAS CITY | MO | 64111 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| MARQUETTE PEACEKEEPING | |||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| MILWAUKEE REP THEATRE | |||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| MESSMER CATHOLIC SCHOOLS | |||||
| 742 W CAPITOL DR | MILWAUKEE | WI | 53206 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| MERCY HOUSING | |||||
| 1032 E KNAPP STREET | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| LITERACY SERVICES OF WI | |||||
| 555 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| KMGC | |||||
| 1300 N HIGHWAY 212 | MICHIGAN CITY | IN | 46360 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| HOPE ALLIANCE | |||||
| 1011 GATTIS SCHOOL RD 110 | ROUND ROCK | TX | 78664 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| GUEST HOUSE | |||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| GUEST HOUSE | |||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| GUEST HOUSE | |||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| FRANCISCAN PEACEMAKERS | |||||
| 128 W BURLEIGH STREET | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| FRANCISCAN PEACEMAKERS | |||||
| 128 W BURLEIGH STREET | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| FEEDING AMERICA EASTERN WI | |||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||
| 257 PARK AVENUE SOUTHH | NEW YORK | NY | 10010 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| DOCTORS WITHOUT BORDERS PHILLIPINES | |||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| CUB | |||||
| 421 3RD ST S | STILLWATER | MN | 55082 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| CUB | |||||
| 422 3RD ST S | STILLWATER | MN | 55083 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| COMMUNITY ADVOCATES | |||||
| 4906 W FOND DU LAC AVE | MILWAUKEE | WI | 53216 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| CLEAN WISCONSIN | |||||
| 634 W MAIN ST 300 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| CATHOLIC STEWARDSHIP APPEAL | |||||
| 3501 S LAKE DR | ST FRANCIS | WI | 53235 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| CATHOLIC CHARITIES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $9,000 |
| BIKE FEDERATION | |||||
| 187 E BECHER STREET SUITE B | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| BENEDICT CENTER | |||||
| 1849 N DR MARTIN LUTHER KING DR 101 | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| ARCHDIOCESE OF MILWAUKEE | |||||
| 3501 S LAKE DR | ST FRANCIS | WI | 53235 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| ALVERNO COLLEGE | |||||
| 3400 S 43RD STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $20,000 |
| ACTS HOUSING | |||||
| 2414 W VLIET ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| ACTS HOUSING | |||||
| 2414 W VLIET ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,800 | 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 | $2,556 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,377 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,345 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT OF FOUNDATION ASSETS |
| 4 | INVESTMENT OF FOUNDATION ASSETS |
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 Person | ELAINE BURKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES RAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $338,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE - TICKER AAPL | AT COST | $42,822 | $323,764 |
| ALPHABET INC A - TICKER GOOGL | AT COST | $11,787 | $175,264 |
| ALPHABET INC C - TICKER GOOG | AT COST | $11,717 | $175,188 |
| FASTENAL CO - TICKER FAST | AT COST | $2,543 | $195,320 |
| FISERV INC - TICKER FISV | AT COST | $13,981 | $1,138,600 |
| MICROSOFT CORP - TICKER MSFT | AT COST | $5,867 | $511,566 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF RECOVERY | Desc |
| Revenue And Expenses Per Books | $38,412 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,412 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX PAYMENTS | CategoryTxt |
| Amt | $543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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