TRUSTAGE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTAGE FOUNDATION INC (EIN 39-6105418)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102658
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:59:11-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396105418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA MUTUAL GROUP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUNA | BusinessNameControlTxt |
| Phone | 6086657445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMI DOUGLAS | PersonNm |
| Person Title | VP, TAX | PersonTitleTxt |
| Phone | 6086657445 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAMI | PersonFirstNm |
| Person Last | DOUGLAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $16,108,201 | 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 | $3,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $554,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $555,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,629,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,637,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $840,380 | 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 | $38,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,914,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,914,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,953,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,914,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $684,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,425 | CashBOYAmt |
| Cash EOY | $49,953 | CashEOYAmt |
| Cash EOYFMV | $49,953 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,592 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,280,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,757,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,837,688 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,846,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,762,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,212,465 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,269,776 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,132,023 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,523,630 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $274,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $274,873 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,502,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,186,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,108,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,502,311 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,186,838 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,502,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,186,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,502,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,186,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,502,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $684,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,186,838 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,186,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $12,629,741 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,346,102 | CostOrOtherBasisAmt |
| Gain Or Loss | $283,639 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $283,639 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,626 | 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 | $15,626 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,945 | OverpaymentAmt |
| Applied To ES Tax | $3,945 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6086657445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CEDRIC ELLIS | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANGELA RUSSELL | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS MERFELD TO MARCH 2020 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAUL BARBATO | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIAN J BORAKOVE FROM MARCH 2020 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE L CASTRO | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| KRISTINE M CONWAY | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| TODD M DUNNING | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| KARIM HABIB | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKI HAGERMAN | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY MEYER | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALD SINGLETON II | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA WAGNER | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREEN WINGER TO DECEMBER 2020 | ||||||||
| 5910 MINERAL POINT ROAD | MADISON | WI | 53705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,568,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,946,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,160 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,541,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,541,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,293,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $814,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $814,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,681 | TotalTaxAmt |
| Distributable Before Adj | $802,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $802,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $802,971 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,914,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,914,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,914,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $802,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,464,831 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,534,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,670,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,168,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,021,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,860,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,914,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $802,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,112,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,972,106 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,464,831 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,507,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,534,917 | ExcessFromYear4Amt |
| Excess From Year3 | $1,670,344 | ExcessFromYear3Amt |
| Excess From Year2 | $4,168,024 | ExcessFromYear2Amt |
| Excess From Year1 | $3,021,978 | ExcessFromYear1Amt |
| Excess From Current Year | $3,112,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (240 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 247 BLAC | |||||||
| PO BOX 2031 | WATERLOO | IA | 50704 | PC | CHARITABLE | $20,250 | |
| 68 MAKING SERVICE PERSONAL | |||||||
| 821 INDUSTRY RD | SAUK CITY | WI | 53583 | PC | CHARITABLE | $20 | |
| ACCESS OF WEST MICHIGAN | |||||||
| 1700 28TH ST SE | GRAND RAPIDS | MI | 49507 | PC | CHARITABLE | $340 | |
| AFS USA INC | |||||||
| 5392 YANK WAY | ARVADO | CO | 80002 | PC | CHARITABLE | $250 | |
| AGRACE | |||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | PC | CHARITABLE | $100 | |
| ALASKA USA FOUNDATION | |||||||
| PO BOX 196613 | ANCHORAGE | AK | 99519 | PC | CHARITABLE | $10,000 | |
| AMANI COMMUNITY SERVICES | |||||||
| 2315 FALLS AVE STE 1 | WATERLOO | IA | 50701 | PC | CHARITABLE | $3,000 | |
| AMANI DOMESTIC VIOLENCE & SEXUAL ASSAULT | |||||||
| 2315 FALLS AVE STE 1 | WATERLOO | IA | 50701 | PC | CHARITABLE | $40,000 | |
| AMERICAN FAMILY CHILDREN'S HOSPITAL | |||||||
| 1675 HIGHLAND AVENUE | MADISON | WI | 53792 | PC | CHARITABLE | $2,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | CHARITABLE | $400 | |
| AMERICAN RED CROSS - WI CHAPTER | |||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | PC | CHARITABLE | $15,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | CHARITABLE | $220 | |
| ASPCA COVID RELIEF FUND | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PC | CHARITABLE | $35 | |
| ASSET BUILDERS | |||||||
| 1228 SHERMAN AVE | MADISON | WI | 53703 | PC | CHARITABLE | $25,000 | |
| BADGER PRAIRIE NEEDS NETWORK | |||||||
| 1200 E VERONA AVEENUE | VERONA | WI | 53593 | PC | CHARITABLE | $2,350 | |
| BADGER PRAIRIE NEEDS NETWORK | |||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | PC | CHARITABLE | $5,000 | |
| BADGER ROCK MIDDLE SCHOOL | |||||||
| 501 E BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $12,500 | |
| BARTELS LUTHERAN RETIREMENT COMMUNITY | |||||||
| 1922 5TH AVE NW | WAVERLY | IA | 50677 | PC | CHARITABLE | $250 | |
| BELLEVILLE AREA EMS | |||||||
| 480 RIVER ST | BELLEVILLE | WI | 53593 | PC | CHARITABLE | $250 | |
| BIG BROTHERS BIG SISTERS DANE COUNTY | |||||||
| 2059 ATWOOD AVE 2 | MADISON | WI | 53704 | PC | CHARITABLE | $38,750 | |
| BOOK INDUSTRY CHARITABLE FOUNDATION | |||||||
| 3135 S STATE STREET SUITE 203 | ANN ARBOR | MI | 48108 | PC | CHARITABLE | $26 | |
| BOY SCOUTS OF AMERICA - WINNEBAGO COUNC | |||||||
| 5846 MANUFACTURERS DR | MADISON | WI | 53706 | PC | CHARITABLE | $250 | |
| BOYS & GIRLS CLUB OF DANE COUNTY | |||||||
| 1818 WEST BELTLINE HWY | MADISON | WI | 53713 | PC | CHARITABLE | $86,838 | |
| BOYS & GIRLS CLUB OF THE CEDAR VALLEY | |||||||
| 515 LIME STREET | CEDAR FALLS | IA | 50703 | PC | CHARITABLE | $60,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | CHARITABLE | $1,375 | |
| BREAD OF THE MIGHTY FOOD BANK | |||||||
| 325 NW 10TH AVE | GAINESVILLE | FL | 32601 | PC | CHARITABLE | $50 | |
| BROADWAY CARES | |||||||
| 165 WEST 46 STREET | NEW YORK | NY | 10036 | PC | CHARITABLE | $52 | |
| CAMBRIDGE FOOD PANTRY & RESOURCE CENTER | |||||||
| PO BOX 54 | CAMPRIDGE | WI | 53523 | PC | CHARITABLE | $250 | |
| CARTER G WOODSON FOUNDATION INC | |||||||
| PO BOX 1494 | MADISON | WI | 53701 | PC | CHARITABLE | $3,000 | |
| CASE CREDIT UNION | |||||||
| PO BOX 22158 | LANSING | MI | 48909 | PC | CHARITABLE | $3,000 | |
| CATHEDRAL HIGH SCHOOL | |||||||
| 5225 EAST 56TH STREET | INDIANAPOLIS | IN | 46226 | PC | CHARITABLE | $280 | |
| CATHOLIC CHARITIES - BEACON | |||||||
| 702 S HIGH POINT ROAD STE 201 | MADISON | WI | 53719 | PC | CHARITABLE | $6,200 | |
| CATHOLIC CHARITIES INC | |||||||
| 3710 EAST AVE S | LA CROSSE | WI | 54601 | PC | CHARITABLE | $50 | |
| CATHOLIC MULTICULTURAL CENTER | |||||||
| 1862 BELD ST | MADISON | WI | 53713 | PC | CHARITABLE | $250 | |
| CDC FOUNDATION | |||||||
| 600 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30308 | PC | CHARITABLE | $204 | |
| CENTER FOR COMMUNITY STEWARDSHIP | |||||||
| COOK IT FORWARD 354 W MAIN STE 122 | MADISON | WI | 53703 | PC | CHARITABLE | $250 | |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $400 | |
| CENTRAL KANSAS DREAM CENTER | |||||||
| 2100 BROADWAY AVE | GREAT BEND | KS | 67530 | PC | CHARITABLE | $447 | |
| CENTRO HISPANO | |||||||
| 810 W BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $35,700 | |
| CEOS OF TOMORROW | |||||||
| 2701 INTERNATIONAL LN 112 | MADISON | WI | 53704 | PC | CHARITABLE | $25,000 | |
| CHAPEL HILL CARRBORO MEALS ON WHEELS | |||||||
| PO BOX 2102 | CHAPEL HILL | NC | 27515 | PC | CHARITABLE | $87 | |
| CHESTER COUNTY FOOD BANK | |||||||
| 650 PENNSYLVANIA DR | EXTON | PA | 19341 | PC | CHARITABLE | $300 | |
| CHRISTIAN COMMUNITY DEVELOPMENT | |||||||
| 845 WEST 4TH STREET | WATERLOO | IA | 50702 | PC | CHARITABLE | $30,000 | |
| CLARK COUNTY FOOD BANK | |||||||
| 6502 NE 47TH AVE | VANCOUVER | WA | 98661 | PC | CHARITABLE | $100 | |
| COLORCODED | |||||||
| 6709 RAYMOND RD SUITE 222 | MADISON | WI | 53590 | PC | CHARITABLE | $16,000 | |
| COMMON WEALTH DEVELOPMENT | |||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | PC | CHARITABLE | $25,025 | |
| COMMUNITY ACTION COALITION | |||||||
| 1717 N STOUGHTON RD | MADISON | WI | 53704 | PC | CHARITABLE | $625 | |
| COMMUNITY EDUCATIONAL OUTREACH | |||||||
| PO BOX 428 | WATERLOO | IA | 50704 | PC | CHARITABLE | $30,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | |||||||
| 3117 GREENHILL CIRCLE | CEDAR FALLS | IA | 50613 | PC | CHARITABLE | $10,000 | |
| COMMUNITY LUTHERAN SCHOOL | |||||||
| 2681 QUAIL AVE | READLYN | WI | 50668 | PC | CHARITABLE | $500 | |
| COMMUNITY OF BARTON COUNTY FOOD BANK | |||||||
| 3007 10TH ST | GREAT BEND | KS | 67530 | PC | CHARITABLE | $100 | |
| COMMUNITY SHARES OF WISCONSIN | |||||||
| 612 W MAIN ST STE 200 | MADISON | WI | 53703 | PC | CHARITABLE | $17,000 | |
| CONNEXTIONS INC | |||||||
| 6709 RAYMOND RD | MADISON | WI | 53719 | PC | CHARITABLE | $10,000 | |
| CORONAVIRUS RELIEF FUND | |||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $50 | |
| CROSS COMMUITY PLAYERS | |||||||
| PO BOX 1135 | MAPLE GROVE | MN | 55311 | PC | CHARITABLE | $250 | |
| DANE BUY LOCAL INC | |||||||
| 2801 INTERNATIONAL LN 110 | MADISON | WI | 53704 | PC | CHARITABLE | $3,000 | |
| DEERFIELD COMMUNITY CENTER | |||||||
| 10 LIBERTY ST SUITE 130 | DEERFIELD | WI | 53531 | PC | CHARITABLE | $83 | |
| DEGAGE MINISTRIES | |||||||
| 144 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | PC | CHARITABLE | $21 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | CHARITABLE | $614 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | PC | CHARITABLE | $500 | |
| DOMESTIC ABUSE INTERVENTION SERVICES | |||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | PC | CHARITABLE | $5,383 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37 STREET 11 FLOOR | NEW YORK | NY | 10018 | PC | CHARITABLE | $25 | |
| EAST BATON ROUGE PARISH COUNCIL ON AGING | |||||||
| 5790 FLORIDA BLVD | BATON ROUGE | LA | 70806 | PC | CHARITABLE | $50 | |
| EAST MADISON COMMUNITY CENTER | |||||||
| 8 STRAUBEL COURT | MADISON | WI | 53704 | PC | CHARITABLE | $125,550 | |
| ECONOMIC JUSTICE INSTITUTE INC | |||||||
| PO BOX 259463 | MADISON | WI | 53725 | PC | CHARITABLE | $171,000 | |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | PC | CHARITABLE | $206,000 | |
| END DOMESTIC ABUSE WISCONSIN | |||||||
| 1400 E WASHINGTON AVE SUITE 227 | MADISON | WI | 53703 | PC | CHARITABLE | $5,100 | |
| FALK ELEMENTARY SCHOOL | |||||||
| 6323 WOODINGTON WAY | MADISON | WI | 53711 | PC | CHARITABLE | $7,700 | |
| FAMILY & CHILDREN'S COUNCIL | |||||||
| 316 WEST 5TH STREET | WATERLOO | IA | 50701 | PC | CHARITABLE | $40,000 | |
| FAMILY ASSISTANCE PROGRAM | |||||||
| 15075 7TH STREET | VICTORVILLE | CA | 92395 | PC | CHARITABLE | $1,000 | |
| FAMILY SHARING OF OZAUKEE COUNTY | |||||||
| 1002 OVERLAND CT | GRAFTON | WI | 53024 | PC | CHARITABLE | $100 | |
| FEED FORTY FAMILIES | |||||||
| CROSSROADS COMMUNITY FARM 4144 | CROSS PLAINS | WI | 53528 | PC | CHARITABLE | $52 | COUNTY ROAD J |
| FEED NYC | |||||||
| FESABEELILLAH SERVICES OF NYC 5218 | BROOKLYN | NY | 11220 | PC | CHARITABLE | $110 | 3RD AVE |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | PC | CHARITABLE | $4,896 | |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PC | CHARITABLE | $50 | |
| FEEDING THE GULF COAST | |||||||
| 151 24TH ST | GULFPORT | MS | 39501 | PC | CHARITABLE | $200 | |
| FIRST BAPTIST CHURCH FOOD PANTRY | |||||||
| 101 W SYCAMORE ST | DUNKERTON | IA | 50626 | PC | CHARITABLE | $250 | |
| FOOD BANK OF CONTRA COSTA & SOLANO | |||||||
| 2339 COURAGE DR | FAIRFIELD | CA | 94533 | PC | CHARITABLE | $515 | |
| FOOD BANK OF THE ROCKIES | |||||||
| ATTN DEVELOPMENT 10700 E 45TH AVE | DENVER | CO | 80239 | PC | CHARITABLE | $100 | |
| FOODSHARE | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | PC | CHARITABLE | $100 | |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | PC | CHARITABLE | $30 | |
| FRANKLIN JR SABENS BASEBALL & SOFTBALL | |||||||
| 7039 S TUMBLECREEK DR | FRANKLIN | WI | 53132 | PC | CHARITABLE | $250 | |
| FREEDOM INC | |||||||
| 2030 SOUTH PARK STREET | MADISON | WI | 53713 | PC | CHARITABLE | $200 | |
| FREEDOM INC | |||||||
| 2110 LUANN LANE | MADISON | WI | 53713 | PC | CHARITABLE | $15,000 | |
| FRIENDS OF OREGON SCHOOL DISTRICT | |||||||
| 401 MEDINAH STREET | OREGON | WI | 53575 | PC | CHARITABLE | $260 | |
| FRIENDS OF THE FAMILY | |||||||
| PO BOX 784 | WAVERLY | IA | 50677 | PC | CHARITABLE | $16,000 | |
| FRIENDS OF THE STATE STREET FAMILY | |||||||
| PO BOX 2399 | MADISON | WI | 53701 | PC | CHARITABLE | $500 | |
| FRONTLINE RESPONDERS FUND | |||||||
| CHARITIES AID FOUNDATION OF AMERICA | ALEXANDRIA | VA | 22314 | PC | CHARITABLE | $25 | 225 REINEKERS LANE SUITE 375 |
| GLEANERS FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | PC | CHARITABLE | $60 | |
| GOLDEN BELT COMMUNITY FOUNDATION | |||||||
| ATTN CENTRAL KANSAS DREAM CENTER PO | GREAT BEND | KS | 67530 | PC | CHARITABLE | $500 | BOX 1911 |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | PC | CHARITABLE | $2,855 | |
| GOODMAN COMMUNITY CENTER | |||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | PC | CHARITABLE | $200,000 | |
| GREEN CARES FOOD PANTRY | |||||||
| C/O SWCAP 149 N IOWA ST | DODGEVILLE | WI | 53533 | PC | CHARITABLE | $50 | |
| GRUNDY COMMUNITY PRESCHOOL & CHILD CARE CENTER | |||||||
| 1001 8TH STREET | GRUNDY CENTER | IA | 50638 | PC | CHARITABLE | $50 | |
| GSAFE | |||||||
| 122 E OLIN AVENUE | MADISON | WI | 53713 | PC | CHARITABLE | $2,100 | |
| HABITAT FOR HUMANITY DANE COUNTY | |||||||
| 3101 LATHAM DRIVE | MADISON | WI | 53713 | PC | CHARITABLE | $550 | |
| HAMILTON MIDDLE SCHOOL | |||||||
| 4801 WAUKESHA ST | MADISON | WI | 53705 | PC | CHARITABLE | $12,500 | |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER ST | FORT MEYERS | FL | 33901 | PC | CHARITABLE | $200 | |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | PC | CHARITABLE | $45 | |
| HAWAII FOOD BANK | |||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | PC | CHARITABLE | $305 | |
| HEART OF WEST MI UNITED WAY | |||||||
| 118 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | PC | CHARITABLE | $150 | |
| HIS HANDS FOOD PANTRY | |||||||
| 5002 MAIN ST | ORAN | IA | 50674 | PC | CHARITABLE | $250 | |
| HOOVERWOOD | |||||||
| 7001 HOOVER RD | INDIANAPOLIS | IN | 46260 | PC | CHARITABLE | $370 | |
| HORIZON HIGH SCHOOL | |||||||
| PO BOX 45045 | MADISON | WI | 53744 | PC | CHARITABLE | $1,000 | |
| HRDC BOZEMAN | |||||||
| 32 S TRACY AVENUE | BOZEMAN | MT | 59715 | PC | CHARITABLE | $500 | |
| INDEPENDENT LIVING INC | |||||||
| 606 NORTH SEGOE RD | MADISON | WI | 53705 | PC | CHARITABLE | $306 | |
| INDY HUNGER NETWORK | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | PC | CHARITABLE | $200 | |
| INFAMOUS MOTHERS LLC | |||||||
| 641 WEST MAIN ST 114 | MADISON | WI | 53703 | PC | CHARITABLE | $77,000 | |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICE | |||||||
| 110 W MAIN STREET | CARRBORO | NC | 27510 | PC | CHARITABLE | $50 | |
| IOWA CORE INC | |||||||
| 315 EAST 5TH ST SUITE 12 | DES MOINES | IA | 50309 | PC | CHARITABLE | $5,000 | |
| IOWA CENTER FOR OPPORTUNITY RESOURCE AND EQUITY (CORE) | |||||||
| PO BOX 1384 | WATERLOO | IA | 50704 | PC | CHARITABLE | $15,000 | |
| IOWA HEARTLAND HABITAT FOR HUMANITY | |||||||
| 4107 HAMMOND AVENUE | WATERLOO | IA | 50701 | PC | CHARITABLE | $50 | |
| JANESVILLE LIONS | |||||||
| 1161 265TH ST | JANESVILLE | IA | 50647 | PC | CHARITABLE | $250 | |
| JOHN MUIR ELEMENTARY SCHOOL | |||||||
| 6602 INNER DR | MADISON | WI | 53705 | PC | CHARITABLE | $5,000 | |
| KNIGHTS OF COLUMBUS CHARITIES | |||||||
| LEAVE NO NEIGHBOR BEHIND FUND 1 | NEW HAVEN | CT | 06510 | PC | CHARITABLE | $250 | COLUMBUS PLAZA |
| LATINX CONSORTIUM FOR ACTION RELIEF FUND | |||||||
| 810 WEST BADGER ROAD | MADISON | WI | 53713 | PC | CHARITABLE | $100 | |
| LEADER VALLEY FOUNDATION | |||||||
| 360 WESTFIELD AVE SUITE 200 | WATERLOO | IA | 50701 | PC | CHARITABLE | $20,000 | |
| LIFESERVE BLOOD CENTER | |||||||
| 4700 4TH STREET SW SUITE E | MASON CITY | IA | 50401 | PC | CHARITABLE | $10,000 | |
| LIGHTHOUSE CHURCH | |||||||
| 6402 SCHROEDER RD | MADISON | WI | 53711 | PC | CHARITABLE | $1,100 | |
| LITERACY NETWORK | |||||||
| 701 DANE STREET | MADISON | WI | 53713 | PC | CHARITABLE | $30,000 | |
| LOS ANGELES REGIONAL FOODBANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | CHARITABLE | $50 | |
| LUSSICER COMMUNITY CENTER | |||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | PC | CHARITABLE | $6,200 | |
| MADISON-AREA URBAN MINISTRY | |||||||
| 2115 S PARK ST | MADISON | WI | 53718 | PC | CHARITABLE | $176,250 | |
| MANNA MINISTRIES OF PICAYUNE MS | |||||||
| 120 STREET A SUITE A | PICAYUNE | MS | 39466 | PC | CHARITABLE | $300 | |
| MARQUETTE-LAPHAM PARENT TEACHER GROUP INC | |||||||
| 1045 E DAYTON ST | MADISON | WI | 53703 | PC | CHARITABLE | $100 | |
| MAYDM INC | |||||||
| 3330 UNIVERSITY AVE SUITE 202 | MADISON | WI | 53705 | PC | CHARITABLE | $115,000 | |
| MCFARLAND COMMUNITY FOOD PANTRY | |||||||
| PO BOX 101 | MCFARLAND | WI | 53558 | PC | CHARITABLE | $200 | |
| MCPASD EDUCATION FOUNDATION | |||||||
| 6907 UNIVERSITY AVE 243 | MIDDLETON | WI | 53562 | PC | CHARITABLE | $26,152 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DR 1004 | ARLINGTON | VA | 22202 | PC | CHARITABLE | $1,635 | |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | PC | CHARITABLE | $150 | |
| MIDDLETON OUTREACH MINISTRY | |||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 53562 | PC | CHARITABLE | $1,806 | |
| MIDDLETON OUTREACH MINISTRY | |||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 53562 | PC | CHARITABLE | $25,000 | |
| MILE HIGH UNITED WAY | |||||||
| PO BOX 5547 | DENVER | CO | 80217 | PC | CHARITABLE | $200 | |
| MISSION CENTRAL METROPLEX | |||||||
| 740 E PIPELINE RD | HURST | TX | 76053 | PC | CHARITABLE | $10,457 | |
| MISSISSIPPI FOOD NETWORK | |||||||
| P O BOX 411 | JACKSON | MS | 39205 | PC | CHARITABLE | $100 | |
| MOUNT HOREB FOOD PANTRY | |||||||
| 102 E LINCOLN ST 0204 | MT HOREB | WI | 53572 | PC | CHARITABLE | $200 | |
| MOUNT HOREB SENIOR CENTER | |||||||
| 107 N GROVE ST | MT HOREB | WI | 53572 | PC | CHARITABLE | $200 | |
| MOUNT HOREB UNITED METHODIST CHURCH | |||||||
| 9542 COUNTY R S | MT HOREB | WI | 53572 | PC | CHARITABLE | $500 | |
| MOVE FOR HUNGER | |||||||
| 4 HENDRICKSON AVENUE SUITE 4 | RED BANK | NJ | 07701 | PC | CHARITABLE | $250 | |
| MT HOREB FOOD PANTRY | |||||||
| PO BOX 204 | MOUNT HOREB | WI | 53572 | PC | CHARITABLE | $50 | |
| MUIR ELEMENTARY PTO | |||||||
| 6602 INNER DR | MADISON | WI | 53705 | PC | CHARITABLE | $7,500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| PO BOX 97075 | WASHINTON | DC | 20090 | PC | CHARITABLE | $100 | |
| NATIONAL CREDIT UNION FOUNDATION | |||||||
| 99 M STREET SE SUITE 300 | WASHINGTON | DC | 20003 | PC | CHARITABLE | $35,000 | |
| NEHEMIAH COMMUNITY DEVELOPMENT CORPORATI | |||||||
| 655 W BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $50,000 | |
| NEIGHBORS HELPING NEIGHBORS | |||||||
| PO BOX 196 | MOUNT HOREB | WI | 53572 | PC | CHARITABLE | $460 | |
| NEWBRIDGE MADISON | |||||||
| 1625 NORTHPORT DR SUITE 125 | MADISON | WI | 53704 | PC | CHARITABLE | $20,000 | |
| NO KID HUNGRY | |||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | PC | CHARITABLE | $100 | |
| NORTH STAR COMMUNITY SERVICES INC | |||||||
| 3420 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | PC | CHARITABLE | $250 | |
| NORTH STAR COMMUNITY SERVICES INC | |||||||
| 3420 UNIVERSITY AVE SUITE C | WATERLOO | IA | 53701 | PC | CHARITABLE | $10,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | CHARITABLE | $600 | |
| NORTHEAST IOWA FOOD BANK | |||||||
| 1605 LAFAYETTE STREET | WATERLOO | IA | 50704 | PC | CHARITABLE | $11,961 | |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | PC | CHARITABLE | $500 | |
| NORTHSIDE PLANNING COUNCIL | |||||||
| 1219 N SHERMAN AVENUE | MADISON | WI | 53704 | PC | CHARITABLE | $50 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | CHARITABLE | $100 | |
| NORTHWEST DANE SENIOR SERVICES | |||||||
| 1837 BOURBON RD | CROSS PLAINS | WI | 53528 | PC | CHARITABLE | $100 | |
| OLATHE HEALTH CHARITABLE FOUNDATION | |||||||
| 20375 W 151ST ST STE 363 | OLATHE | KS | 66061 | PC | CHARITABLE | $120 | |
| OMEGA SCHOOL | |||||||
| 835 W BADGER RD | CEDAR FALLS | WI | 53713 | PC | CHARITABLE | $25,000 | |
| ONE CEDAR VALLEY | |||||||
| 3117 GREENHILL CIRCLE | CEDAR FALLS | IA | 50613 | PC | CHARITABLE | $10,000 | |
| ONE CITY SCHOOLS | |||||||
| 2012 FISER ST | MADISON | WI | 53713 | PC | CHARITABLE | $100,000 | |
| OPEN HANDS FOOD PANTRY | |||||||
| CEDAR HILLS COMMUNITY CHURCH 6455 E | CEDAR RAPIDS | IA | 52405 | PC | CHARITABLE | $150 | AVE NW |
| OPERATION FRESH START | |||||||
| 2670 MILWAUKEE ST | MADISON | WI | 53704 | PC | CHARITABLE | $100,000 | |
| OREGON AREA FOOD PANTRY | |||||||
| 107 N ALPINE PKWY | OREGON | WI | 53575 | PC | CHARITABLE | $1,250 | |
| PARTNERSHIP WITH NATIVE AMERICANS | |||||||
| PO BOX 1841 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $35 | |
| POINTER PANTRY | |||||||
| PO BOX 123 | MINERAL POINT | WI | 53565 | PC | CHARITABLE | $500 | |
| PORCH CHAPEL HILL-CARRBORO | |||||||
| PO BOX 16363 | CHAPEL HILL | NC | 27516 | PC | CHARITABLE | $40 | |
| PORCHLIGHT INC | |||||||
| 306 N BROOKS ST | MADISON | WI | 53515 | PC | CHARITABLE | $1,206 | |
| PRESCHOOL OF THE ARTS | |||||||
| 11 SCIENCE CT | MADISON | WI | 53711 | PC | CHARITABLE | $3,348 | |
| PROJECT FLO ASSOCIATION | |||||||
| 1727 KENWOD AVE | NEW HAMPTON | WI | 50659 | PC | CHARITABLE | $250 | |
| RAPE CRISIS CENTER | |||||||
| 2801 COHO ST SUITE 301 | MADISON | WI | 53713 | PC | CHARITABLE | $5,000 | |
| RED WING MINNESOTA AREA FOOD SHELF | |||||||
| 1755 OLD W MAIN ST | RED WING | MN | 55066 | PC | CHARITABLE | $250 | |
| RESTORATION OUTREACH PROGRAMS | |||||||
| PO BOX 632 | AURORA | CO | 80040 | PC | CHARITABLE | $500 | |
| RISE | |||||||
| 1334 DEWEY CT | MADISON | WI | 53703 | PC | CHARITABLE | $100 | |
| ROADRUNNER FOOD BANK OF NEW MEXICO | |||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 87109 | PC | CHARITABLE | $206 | |
| RONALD MCDONALD HOUSE CHARITIES OF MADISON INC | |||||||
| 2716 MARSHALL COURT | MADISON | WI | 53705 | PC | CHARITABLE | $200 | |
| RSVP OF CENTRAL KANSAS | |||||||
| MEALS ON WHEELS 1025 MAIN RM D114 | GREAT BEND | KS | 67530 | PC | CHARITABLE | $200 | |
| RSVP VOLUNTEERS IN ACTION | |||||||
| 1025 MAIN D114 | GREAT BEND | KS | 67530 | PC | CHARITABLE | $200 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | CHARITABLE | $300 | |
| SANDBURG NEIGHBORHOOD COMMUNITY PANTRY | |||||||
| 3201 SUNBROOK RD | MADISON | WI | 53704 | PC | CHARITABLE | $100 | |
| SAUK PRAIRIE FOOD PANTRY | |||||||
| 821 B INDUSTRY RD | SAUK CITY | WI | 53583 | PC | CHARITABLE | $50 | |
| SCHOOL DISTRICT OF LODI | |||||||
| 115 SCHOOL ST | LODI | WI | 53555 | PC | CHARITABLE | $250 | |
| SECOND HARVEST FOODBANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | CHARITABLE | $100 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WI | |||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | PC | CHARITABLE | $22,006 | |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | PC | CHARITABLE | $125 | |
| SHELTER FROM THE STORM INC | |||||||
| 1602 BLOSSOM LN | MADISON | WI | 53716 | PC | CHARITABLE | $250 | |
| SHEPHERD'S CENTER OF AMERICA | |||||||
| 5559 NW BARRY RD BOX 333 | KANSAS CITY | MO | 64154 | PC | CHARITABLE | $100 | |
| SLICE OUT HUNGER | |||||||
| 244 FIFTH AVE S-260 | NEW YORK | NY | 10001 | PC | CHARITABLE | $50 | |
| SOCIAL ACTION INC | |||||||
| 515 BEECH STREET | WATERLOO | IA | 50703 | PC | CHARITABLE | $15,000 | |
| SOCIAL ACTION INC | |||||||
| 515 BEECH ST SUITE 107 | WATERLOO | IA | 50703 | PC | CHARITABLE | $5,000 | |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 53713 | PC | CHARITABLE | $5,000 | |
| ST ANDREW COVID-19 RELIEF FUND | |||||||
| 6815 SCHNEIDER RD | MADISON | WI | 53562 | PC | CHARITABLE | $2,660 | |
| ST DUNCAN'S EPISCOPAL CHURCH | |||||||
| ATTN FALK SCHOOL RENT SECURITY 6205 | MADISON | WI | 53705 | PC | CHARITABLE | $100 | UNIVERSITY AVE |
| ST MARY'S FOOD BANK | |||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | PC | CHARITABLE | $1,690 | |
| ST VINCENT DE PAUL (ST CHRISTOPHER CONFERENCE) | |||||||
| 14641 S KEELER AVE | MIDLOTHIAN | IL | 60445 | PC | CHARITABLE | $150 | |
| ST VINCENT DE PAUL BATON ROUGE | |||||||
| 220 ST VINCENT DE PAUL PLACE | BATON ROUGE | LA | 70802 | PC | CHARITABLE | $80 | |
| ST VINCENT DE PAUL MADISON | |||||||
| PO BOX 259686 | MADISON | WI | 53725 | PC | CHARITABLE | $800 | |
| STEP (ST LOUIS PARK EMERGENCY PROGRAM | |||||||
| 6812 WEST LAKE ST | ST LOUIS PARK | MN | 55426 | PC | CHARITABLE | $25 | |
| SUGAR RIVER SENIOR CENTER | |||||||
| 21 S VINE ST | BELLEVILLE | WI | 53508 | PC | CHARITABLE | $50 | |
| TABLE MINISTRIES INC | |||||||
| 209 E MAIN ST | CARRBORO | NC | 27510 | PC | CHARITABLE | $60 | |
| TEAM RUBICON | |||||||
| 6171 WEST CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | PC | CHARITABLE | $50 | |
| THE BRICK MINISTRIES | |||||||
| MAKE A DIFFERENCE FUND 420 ELLIS | ASHLAND | WI | 54806 | PC | CHARITABLE | $500 | AVE |
| THE JESSE COSBY CENTER | |||||||
| 1112 MOBILE STREET | WATERLOO | IA | 50613 | PC | CHARITABLE | $50,000 | |
| THE JOB FOUNDATION | |||||||
| 4600 UNIVERSITY AVE SUITE 1 | CEDAR FALLS | IA | 50613 | PC | CHARITABLE | $20,000 | |
| THE LARRABEE CENTER | |||||||
| 117 11TH STREET NW | WAVERLY | IA | 50677 | PC | CHARITABLE | $15,000 | |
| THE LARRABEE CENTER INC | |||||||
| 117 11TH STREET NW | WAVERLY | IA | 50677 | PC | CHARITABLE | $50 | |
| THE RED CROSS OF WISCONSIN | |||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | PC | CHARITABLE | $10,000 | |
| THE RIVER FOOD PANTRY | |||||||
| 2201 DARWIN ROAD | MADISON | WI | 53704 | PC | CHARITABLE | $5,000 | |
| THE RIVER FOOD PANTRY | |||||||
| 2201 DARWIN DR | MADISON | WI | 53704 | PC | CHARITABLE | $7,226 | |
| THE ROAD HOME DANE COUNTY | |||||||
| 890 W WINGRA DR | MADISON | WI | 53715 | PC | CHARITABLE | $175,603 | |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | PC | CHARITABLE | $100 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | CHARITABLE | $2,310 | |
| THOREAU PTO | |||||||
| THOREAU PTO C/O ALEXA WAUTIER 822 | MADISON | WI | 53711 | PC | CHARITABLE | $200 | MIAMI PASS |
| TODAY NOT TOMORROW INC | |||||||
| 8 STRAUBEL COURT | MADISON | WI | 53704 | PC | CHARITABLE | $25,000 | |
| TOKI PTA | |||||||
| 5606 RUSSETT ROAD | MADISON | WI | 53711 | PC | CHARITABLE | $50 | |
| UNIDOS AGAINST DOMESTIC VIOLENCE | |||||||
| 2505 WEST BELTLINE HWY SUITE 206 | MADISON | WI | 53713 | PC | CHARITABLE | $10,000 | |
| UNITED WAY OF CENTRAL KANSAS | |||||||
| 1125 WILLIAMS ST | GREAT BEND | KS | 67530 | PC | CHARITABLE | $15,000 | |
| UNITED WAY OF DANE COUNTY | |||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | PC | CHARITABLE | $988,654 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | PC | CHARITABLE | $15,000 | |
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||
| HOSPITALITY CARES PANDEMIC RESPONSE | NEW ORLEANS | LA | 70119 | PC | CHARITABLE | $500 | FUND 2515 CANAL STREET |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 2222 S PARK STREET SUITE 200 | MADISON | WI | 53713 | PC | CHARITABLE | $1,500 | |
| URBAN LEAGUE OF RACINE AND KENOSHA | |||||||
| 718 N MEMORIAL DR | RACINE | WI | 53404 | PC | CHARITABLE | $5,000 | |
| URBAN TRIAGE | |||||||
| 2312 S PARK ST | MADISON | WI | 53713 | PC | CHARITABLE | $10,000 | |
| URBAN TRIAGE INC | |||||||
| 2210 N RUSK AVE | MADISON | WI | 53713 | PC | CHARITABLE | $1,000 | |
| UW HEALTH COVID 19 RESPONSE FUND - XXX-XX-XXXX | |||||||
| UW FOUNDATION US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | PC | CHARITABLE | $100 | |
| UW MILWAUKEE FOOD PANTRY | |||||||
| C/O UWM FOUNDATION ACCOUNT 83180 | MILWAUKEE | WI | 53202 | PC | CHARITABLE | $50 | 1440 EAST NORTH AVE |
| VERA COURT NEIGHBORHOOD CENTER | |||||||
| 614 VERA COURT | MADISON | WI | 53704 | PC | CHARITABLE | $5,000 | |
| WAUNAKEE FOOD PANTRY | |||||||
| PO BOX 143 | WAUNAKEE | WI | 53597 | PC | CHARITABLE | $1,000 | |
| WAUNAKEE NEIGHBORHOOD CONNECTION CORP | |||||||
| 208 S CENTURY AVE | WAUNAKEE | WI | 53597 | PC | CHARITABLE | $450 | |
| WAVERLY SHELL ROCK UNITED WAY | |||||||
| PO BOX 271 | WAVERLY | IA | 50677 | PC | CHARITABLE | $50,000 | |
| WECAN | |||||||
| 5213 SHORELINE DR | MOUND | MN | 55364 | PC | CHARITABLE | $25 | |
| WI LATINO ECONOMIC DEVELOPMENT CORP | |||||||
| 2881 COMMERCE PARK DR SUITE 3 | FITCHBURG | WI | 53719 | PC | CHARITABLE | $50,000 | |
| WILDCAT FAMILY ASSISTANCE FUND | |||||||
| C/O AMY TRANEL VSAD 700 NORTH MAIN | VERONA | WI | 53593 | PC | CHARITABLE | $159 | ST |
| WIL-MAR NEIGHBORHOOD CENTER | |||||||
| 953 JENIFER ST | MADISON | WI | 53703 | PC | CHARITABLE | $103 | |
| WISCONSIN HEIGHTS EDUCATION FOUNDATION | |||||||
| PO BOX 176 | MAZOMANIE | WI | 53560 | PC | CHARITABLE | $750 | |
| WISCONSIN HEIGHTS FFA ALUMNI | |||||||
| WI HEIGHTS HIGH SCHOOL ATTN KIM | MAZOMANIE | WI | 53560 | PC | CHARITABLE | $50 | HOUSER 10173 HIGHWAY KP |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON DC | DC | 20009 | PC | CHARITABLE | $893 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PC | CHARITABLE | $1,450 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | PC | CHARITABLE | $500 | |
| WRIGHTSOLE LLC (HUMANIZE MY HOODIE) | |||||||
| 1501 DICKENSON LN | IOWA CITY | IA | 52240 | PC | CHARITABLE | $5,000 | |
| YMCA GREATER GRAND RAPIDS | |||||||
| 475 LAKE MICHIGAN DRIVE NW | GRAND RAPIDS | MI | 49504 | PC | CHARITABLE | $100 | |
| YWCA MADISON | |||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | PC | CHARITABLE | $107,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,914,724 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED WAY OF DANE COUNTY | ||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | PC | CHARITABLE | $300,000 |
| CENTRO HISPANO | ||||||
| 810 W BADGER RD | MADISON | WI | 53713 | PC | CHARITABLE | $25,000 |
| GOODMAN COMMUNITY CENTER | ||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | PC | CHARITABLE | $200,000 |
| BOYS & GIRLS CLUB DANE COUNTY | ||||||
| 1818 WEST BELTLINE HWY | MADISON | WI | 53713 | PC | CHARITABLE | $50,000 |
| THE ROAD HOME DANE COUNTY - BUILDING GRANT | ||||||
| 890 W WINGRA DR | MADISON | WI | 53715 | PC | CHARITABLE | $175,000 |
| COMMON WEALTH DEVELOPMENT | ||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $775,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,608 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $554,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $837,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $837,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMFG LIFE INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COPY OF FORM 990-PF WILL BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF WISCONSIN. A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE ATTORNEY GENERAL IN THE STATE OF IOWA. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOREIGN BONDS | $439,507 | $493,554 |
| DOMESTIC BONDS | $5,692,516 | $6,030,076 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $5,762,781 | EOYBookValueAmt |
| EOYFMV | $7,212,465 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,757,616 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,837,688 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $274,873 | BookValueAmt |
| EOYFMV | $274,873 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $259 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $259 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $38,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments