CHARLES D ORTGIESEN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES D ORTGIESEN FOUNDATION INC (EIN 39-1232384)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202131329349101798
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T16:29:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY & LARDNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | 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 | 391232384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES D ORTGIESEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KATHY PEDERSON | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2622413537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O G DIONISOPOULOS 777 E WISC AV | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PETRI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142975790 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | PETRI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM R HUGHES | PreparerPersonNm |
| PTIN | P00877340 | PTIN |
| Phone | 4142712400 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $1,286,932 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$16,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $520 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,571 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $927,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $865,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,279,361 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $959,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,286,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $959,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $873,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $959,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $873,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,331 | ExcessRevenueOverExpensesAmt |
| Subtotal | $873,460 | SubtotalAmt |
| Other Decreases | $252 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $873,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 175 SHS AMGEN INC | 2019-01-23 | 2020-01-31 | $36,665 | $35,984 | $681 | $681 |
| 600 SHS NUCOR CORP | 2019-01-23 | 2020-01-31 | $27,957 | $35,156 | -$7,199 | -$7,199 |
| 800 SHS ALTRIA GROUP INC | 2014-06-17 | 2020-03-02 | $32,016 | $33,865 | -$1,849 | -$1,849 |
| 200 SHS ALTRIA GROUP INC | 2015-04-08 | 2020-03-02 | $8,004 | $10,493 | -$2,489 | -$2,489 |
| 350 SHS ALTRIA GROUP INC | 2015-07-14 | 2020-03-02 | $14,007 | $18,316 | -$4,309 | -$4,309 |
| 300 SHS ALTRIA GROUP INC | 2016-06-06 | 2020-03-02 | $12,006 | $19,939 | -$7,933 | -$7,933 |
| 166 SHS GANNETT COMPANY INC | 2014-02-14 | 2020-03-02 | $585 | $1,084 | -$499 | -$499 |
| 100 SHS BOEING COMPANY | 2017-10-23 | 2020-04-17 | $14,729 | $26,961 | -$12,232 | -$12,232 |
| 100 SHS BOEING COMPANY | 2019-01-23 | 2020-04-17 | $14,729 | $36,651 | -$21,922 | -$21,922 |
| 1200 SHS PFIZER INC | 2014-06-17 | 2020-07-09 | $39,769 | $35,923 | $3,846 | $3,846 |
| 300 SHS PFIZER INC | 2015-04-08 | 2020-07-09 | $9,942 | $10,601 | -$659 | -$659 |
| 700 SHS PFIZER INC | 2015-07-14 | 2020-07-09 | $23,199 | $24,829 | -$1,630 | -$1,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,194 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $547 | SubtotalAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $27 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY PEDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142903411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E KILBOURN AVENUE SUITE 1700 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA PETRI | ||||||||
| 9822 N VALLEY HILL DRIVE 33W | MEQUON | WI | 53092 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| KATHY PEDERSON | ||||||||
| 418 E JUNIPER CT | MEQUON | WI | 53092 | TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SANDY DIONISOPOULOS | ||||||||
| 1918 E LAFAYETTE PL 2003 | MILWAUKEE | WI | 53202 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,204,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,736 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,230,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $547 | TotalTaxAmt |
| Distributable Before Adj | $60,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $69,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,420 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,000 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $420 | Taxable2Amt |
| Undistributed Income CY | $60,953 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIA PETRI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9822 N VALLEY HILL DRIVE 33W | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2622413537 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR APPLICATION FORM IS REQUIRED BUT REQUESTS SHOULD BE IN WRITING TO RECEIVE CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FLORENTINE OPERA COMPANY | ||||||||
| 930 E BURLEIGH STREET | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED GRANT | $1,000 | |
| ALMA CENTER | ||||||||
| 2821 VEL R PHILLIPS AVE 3RD FLOOR | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED GRANT | $3,000 | |
| MILWAUKEE PUBLIC MUSEUM INC | ||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PC | UNRESTRICTED GRANT | $10,000 | |
| MILWAUKEE REPERTORY THEATER | ||||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | NONE | PC | UNRESTRICTED GRANT | $10,000 | |
| LITERACY SERVICES OF WISCONSIN | ||||||||
| 555 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| BENEDICT CENTER | ||||||||
| 1849 N DR MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED GRANT | $1,000 | 101 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | ||||||||
| 2819 W RICHARDSON PL | MILWAUKEE | WI | 53208 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| CENTER FOR DEAF-BLIND PERSONS INC | ||||||||
| 8306 W LINCOLN AVE | WEST ALLIS | WI | 53219 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| UNITED COMMUNITY CENTER | ||||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| MILWAUKEE SYMPHONY ORCHESTRA INC | ||||||||
| 1101 N MARKET STREET 100 | MILWAUKEE | WI | 53202 | NONE | PC | UNRESTRICTED GRANT | $10,000 | |
| MILWAUKEE CENTER FOR INDEPENDENCE | ||||||||
| 2020 W WELLS ST 2720 | MILWAUKEE | WI | 53233 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| FRIENDS OF BOERNER BOTANICAL GARDENS | ||||||||
| 9400 BOERNER DRIVE | HALES CORNERS | WI | 53130 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| SAINT A | ||||||||
| 8901 W CAPITOL DRIVE | MILWAUKEE | WI | 53222 | NONE | PC | UNRESTRICTED GRANT | $3,000 | |
| ST MARCUS SCHOOL | ||||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED GRANT | $7,000 | |
| HOPE HOUSE OF MILWAUKEE | ||||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 53204 | NONE | PC | UNRESTRICTED GRANT | $1,000 | |
| SERENITY INNS INC | ||||||||
| 2825 W BROWN STREET | MILWAUKEE | WI | 53208 | NONE | PC | UNRESTRICTED GRANT | $1,000 | |
| VISION FORWARD ASSOCIATION | ||||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | NONE | PC | UNRESTRICTED GRANT | $3,000 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| FIRST STAGE | ||||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53212 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| NEXT DOOR FOUNDATION | ||||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 53210 | NONE | PC | UNRESTRICTED GRANT | $2,000 | |
| WISCONSIN CONSERVATORY OF MUSIC | ||||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 53202 | NONE | PC | UNRESTRICTED GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$56,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$16,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$16,811 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHS AT&T INC | $25,149 | $20,132 |
| 300 SHS AMGEN INC | $76,585 | $68,976 |
| 300 SHS AUTOMATIC DATA PROCESS | $10,617 | $52,860 |
| 1300 SHS BP PLC SPONS ADR | $55,474 | $26,676 |
| 400 SHS CHEVRON TEXACO CORP. | $7,846 | $33,780 |
| 700 SHS EMERSON ELECTRIC CO | $48,494 | $56,259 |
| 300 SHS HOME DEPOT INC | $56,634 | $79,686 |
| 750 SHS JOHNSON & JOHNSON | $47,996 | $118,035 |
| 800 SHS KIMBERLY-CLARK CORP | $59,468 | $107,864 |
| 950 SHS KROGER COMPANY | $30,392 | $30,172 |
| 1000 SHS LAS VEGAS SANDS CORP | $65,110 | $59,600 |
| 2325 SHS MDU RESOURCES GRP INC | $11,202 | $61,241 |
| 300 SHS MICROSOFT CORP | $24,133 | $66,726 |
| 4100 SHS NEW RESIDENTIAL INV | $58,770 | $40,754 |
| 875 SHS PEPSICO INC. | $54,129 | $129,763 |
| 200 SHS PINNACLE WEST CAP CORP | $18,416 | $15,990 |
| 1150 SHS US BANCORP | $58,246 | $53,579 |
| 400 SHS WALGREENS COMPANY | $13,797 | $15,952 |
| 1500 SHS WASTE MANAGEMENT INC | $71,994 | $176,895 |
| 700 SHS WEC ENERGY GROUP INC | $71,185 | $64,421 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS: | $0 |
| GANNETT COMPANY INC | $252 |
| NEW RESIDENTIAL INVT CORP | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 TAX OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2019 OVERPAYMENT APPLIED | $11 |
| 2020 ESTIMATED TAXES PAID | $509 |
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