MAY FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAY FAMILY FOUNDATION INC (EIN 39-2006747)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202131349349101618
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T11:45:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8010AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392006747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAYFBusinessNameControlTxt
Phone7158454336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8050AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP544028050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK J BRADLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7158454336PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastBRADLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY A COATES CPAPreparerPersonNm
PTINP00134220PTIN
Phone7158453111PhoneNum
Preparation2021-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,287,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$31,109ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$154,560DividendsRevAndExpnssAmt
Dividends Net Invst Incm$154,560DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,177NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,841,037GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,177CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,846TotalRevAndExpnssAmt
Total Net Invst Incm$164,737TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,480AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,480AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$92,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$92,125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,334TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,317TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,085OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,085OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$111,024TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$96,527TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,480TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$166,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$166,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$277,024TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$96,527TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,178ExcessRevenueOverExpensesAmt
Net Investment Income$68,210NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$363,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$185,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$185,350SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,744,070USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,874,187USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,938,842USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,015,671CorporateStockBOYAmt
Corporate Stock EOY$3,785,814CorporateStockEOYAmt
Corporate Stock EOYFMV$4,961,153CorporateStockEOYFMVAmt
Corporate Bonds BOY$960,970CorporateBondsBOYAmt
Corporate Bonds EOY$1,139,040CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,202,154CorporateBondsEOYFMVAmt
Total Assets BOY$7,083,718TotalAssetsBOYAmt
Total Assets EOY$6,984,391TotalAssetsEOYAmt
Total Assets EOYFMV$8,287,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,083,718NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,984,391NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,083,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,984,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,083,718TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,984,391TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,083,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,178ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,002,540SubtotalAmt
Other Decreases$18,149OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,984,391TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,841,037GrossSalesPriceAmt
Cost Or Other Basis$2,830,860CostOrOtherBasisAmt
Gain Or Loss$10,177GainOrLossAmt
Gains Minus Excess Or Losses$10,177GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,177CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,304EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,304TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,356OverpaymentAmt
Applied To ES Tax$1,356AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK BRADLEYIndividualWithBooksNm
Phone7158457336PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 FIRST STREET SUITE 8000AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN L SISLO
PO BOX 8050WAUSAUWI544028050PRESIDENT0.25$2,500$0$0
EDWARD W MAY JR
PO BOX 8050WAUSAUWI544028050VICE PRESIDENT0.25$0$0$0
MARK J BRADLEY
PO BOX 8050WAUSAUWI544028050SECRETARY0.25$0$0$0
AMY SISLO RYDLAND
PO BOX 8050WAUSAUWI544028050TREASURER0.25$2,500$0$0
WILLIAM SISLO
PO BOX 8050WAUSAUWI544028050ASSISTANT TREASURER0.25$2,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,345,453AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$185,380AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,530,833TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,530,833AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,962CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,417,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$370,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$370,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Total Tax$948TotalTaxAmt
Distributable Before Adj$369,946DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$369,946DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$369,946DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$179,480QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$369,946DistributableAsAdjustedAmt
Undistributed Income PY$166,054UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$179,480QualifyingDistributionsAmt
Applied To Year1$166,054AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$356,520UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAY FAMILY FOUNDATION INC ATTN MARKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 FIRST STREET SUITE 8000AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54403ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7158454336RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIED AT THIS TIME.SubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIED AT THIS TIME.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
826 MICHIGAN
115 E LIBRARY STANN ARBORMI48104NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
ASPIRUS COMFORT CARE
520 N 32ND AVENUEWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
CHRISTO REY JESUIT HIGH SCHOOL
2924 4TH AVE SMINNEAPOLISMN55408NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
FOOD GATHERERS
1 CARROT WAYANN ARBORMI48105NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
FRANK B KOLLER MEMORIAL LIBRARY
BOX 100 HWY 51MANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
GREATER SHENANDOAH FOUNDATION
PO BOX 307SHENANDOAHIA51601NONEPUBLIC CHARITYMENTORING AFFECTS YOUTH$25,000
LEIGH YAWKEY WOODSON ART MUSEUM
700 N 12TH STWAUSAUWI54403NONEPOFVARIOUS CHARITABLE PURPOSES$5,000
MANITOWISH WATERS COMMUNITY CHURCH
13883 MARATHON RDMANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$25,000
MONK BOTANICAL GARDENS
1800 N 1ST AVEWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
NEBRASKA GOLF FOUNDATION
6618 SOUTH 118TH STREETOMAHANE68137NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$6,000
NEIGHBORHOOD HOUSE COMMUNITY CENTER
29 S MILLS STMADISONWI53715NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
NORTH LAKELAND DISCOVERY CENTER
215 COUNTY HWY WMANITOWISH WATERSWI54545NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$30,000
ST MARY'S HIGH SCHOOL
2501 E YAMPA STREETCOLORADO SPRINGSCO80909NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$10,000
UNITED WAY OF MARATHON COUNTY
705 S 24TH AVENUE SUITE 400BWAUSAUWI54401NONEPUBLIC CHARITYVARIOUS CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$166,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154,560ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,177ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$164,737ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,737TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ELEANOR J MAY
17500 NORTH CALLE SIN ENVIDIATUCSONAZ857187371$31,087Yes (X)
ELEANOR J MAY
27500 NORTH CALLE SIN ENVIDIATUCSONAZ857187371$22Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,480Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,480DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,139,040EOYBookValueAmt
EOYFMV$1,202,154EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$3,785,814EOYBookValueAmt
EOYFMV$4,961,153EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,874,187USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,938,842USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS ADJUSTMENTDesc
Amt$18,149Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$1,085RevenueAndExpensesPerBooksAmt
Net Investment Income$1,085NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$92,125Amt
Net Investment Income$92,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,300$3,300$0
FEDERAL TAXES$1,017$0$0
PROPERTY TAXES$17$17$0

Comments

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