THORNE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THORNE FAMILY FOUNDATION (EIN 39-1869184)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349100184
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T08:24:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 373 NORTH PIONEER ROAD | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | 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 | 391869184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORNE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 9125987918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 LEATHERWOOD LANE | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD M THORNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9125987918 | PhoneNum |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERALD | PersonFirstNm |
| Person Last | THORNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GUNDERSON | PreparerPersonNm |
| PTIN | P00055083 | PTIN |
| Phone | 9209212953 | PhoneNum |
| Preparation | 2021-05-05 | PreparationDt |
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 | $1,027,618 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $639,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,086 | 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 |
| Accounting Fees Rev And Expnss | $1,701 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,701 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,729 | CashBOYAmt |
| Cash EOY | $335,848 | CashEOYAmt |
| Cash EOYFMV | $335,848 | CashEOYFMVAmt |
| Corporate Stock BOY | $881,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $630,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $691,770 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $991,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $966,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,027,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $991,347 | CapitalStockBOYAmt |
| Capital Stock EOY | $966,188 | 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 | $991,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $966,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $991,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $966,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $991,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,685 | OtherIncreasesAmt |
| Subtotal | $966,188 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $966,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $186,939 | $203,167 | -$16,228 | -$16,228 |
| PUBLICLY TRADED SECURITIES | P | $452,762 | $421,587 | $31,175 | $31,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,523 | 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 | $1,523 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,008 | OverpaymentAmt |
| Applied To ES Tax | $1,008 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
| Individual With Books | GERALD M THORNE | IndividualWithBooksNm |
| Phone | 9125987918 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 LEATHERWOOD LANE | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD M THORNE | ||||||||
| 5 LEATHERWOOD LANE | SAVANNAH | GA | 31411 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NORRITA O THORNE | ||||||||
| 5 LEATHERWOOD LANE | SAVANNAH | GA | 31411 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY L THORNE | ||||||||
| 233 WOODHAVEN RD | CHAPEL HILL | NC | 27514 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELE H THORNE | ||||||||
| 1215 CLEVELAND | WILMETTE | IL | 60091 | TRUSTEE | 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 | $784,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $960,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $960,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $945,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $515 | TotalTaxAmt |
| Distributable Before Adj | $46,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,930 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,971 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,971 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,180 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,180 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD M THORNE | ContributingManagerNm |
| Contributing Manager | NORRITA O THORNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO HELP INDIV. & THEIR FAMILIES WHO ARE AFFECTED BY ALZHEIMERS. | $5,100 | |
| MESSIAH LUTHERAN CHURCH | ||||||||
| 1 WEST RIDGE RD | SAVANNAH | GA | 31411 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR THE COMMUNITY TO PARTICIPATE IN RELIGIOUS ACTIVITIES. | $12,069 | |
| PIN POINT HERITAGE MUSEUM | ||||||||
| 9924 PIN POINT AVE | SAVANNAH | GA | 31406 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR THE COMMUNITY TO LEARN ABOUT THE HISTORIC GULLAH/GEECHEE CULTURE | $1,000 | |
| SHARON S RICHARDSON COMMUNITY HOSPICE | ||||||||
| 118 PLANKVIEW GREEN BLVD | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR INDIVIDUALS AND THEIR FAMILIES WHO ARE UTILIZING HOSPICE CARE. | $100 | |
| SKIDAWAY ISLAND ROTARY | ||||||||
| 1 COTTONWOOD LANE | SAVANNAH | GA | 31411 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY | $250 | |
| THE ONE HUNDRED CHILDRENS HOSPITAL SAVANNAH | ||||||||
| 28 CHATUACHEE CROSSING | SAVANNAH | GA | 31411 | NONE | PC | PROVIDE SUPPORT FOR SCHOLARSHIPS FOR CHILDREN WITH HEALTH CONDITIONS AND PROVIDE SUPPORT FOR THOSE FAMILIES. | $300 | |
| UNIV OF MADISON & ANDREW TURUMAN - EVELYN THORNE SCHOLARSHIP | ||||||||
| 702 W JOHNSON STREET SUITE 1101 | MADISON | WI | 537151007 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $2,000 | |
| UNIV OF MADISON & BRADLEY WESTON - EVELYN THORNE SCHOLARSHIP | ||||||||
| 702 W JOHNSON STREET SUITE 1101 | MADISON | WI | 537151007 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $2,000 | |
| WESTERN GOLF ASSOCIATION EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR RAOD | GOLF | IL | 600290301 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $260 | |
| PARK PLACE OUTREACH | ||||||||
| 514 EAST HENRY ST | SAVANNAH | GA | 31401 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR HOMELSS AND AT RISK YOUTH | $500 | |
| SHEBOYGAN COUNTY HUMANE SOCIETY | ||||||||
| 3107 N 20TH ST | SHEBOYGAN | WI | 53083 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR HUMANE SOCIETY TO CARE FOR ANIMALS | $100 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO FURTHER RESEARCH ADVANCED CURES FOR CATASTROPHIC DISEASES | $100 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 200 VESEY STREET 28TH FLOOR 14TH | NEW YORK | NY | 10281 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO FURTHER RESEARCH FOR JUVENILE DIABETES | $100 | FLOOR |
| WEST BEND COLUMNS | ||||||||
| PO BOX 397 | WEST BEND | WI | 53095 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $8,000 | |
| FRIENDS OF PEACE PARK | ||||||||
| 717 POPLAR AVENUE | BOULDER | CO | 80304 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO PRESERVCE AFRICAN WILDERNESS AREAS | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | PRIVIDE FINANCIAL SUPPORT TO FURTHER RESEARCH CARDIOVASCULAR DISEASES | $100 | |
| UNIV OF MADISON & OWEN QUINLAN - EVELYN THORNE SCHOLARSHIP | ||||||||
| 702 W JOHNSON STREET SUITE 1101 | MADISON | WI | 537151007 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $2,000 | |
| MARQUETTE UNIVERSITY & STELLA QUINLAN | ||||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF WISCONSIN SCHOOL OF BUSINESS | ||||||||
| 702 W JOHNSON STREET SUITE 1101 | MADISON | WI | 537151007 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF WISCONSIN COLLEGE OF ARTS & SCIENCE | ||||||||
| 702 W JOHNSON STREET SUITE 1101 | MADISON | WI | 537151007 | NONE | GOV | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $5,000 | |
| MEALS ON WHEELS | ||||||||
| 1004 S TAYLOR DRIVE | SHEBOYGAN | WI | 53081 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR ELDERLY, DISABLED, OR HOUSEBOUND INDIVIDUALS | $5,000 | |
| KOHLER SCHOOL FOUNDATION | ||||||||
| 333 UPPER RD | KOHLER | WI | 53044 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS | $8,000 | |
| SAVANNAH BOOK FESTIVAL | ||||||||
| 37 W FAIRMONT AVE STE 216 | SAVANNAH | GA | 31046 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR ANNUAL BOOK FESTIVAL EVENT | $2,500 | |
| NORTH STAR REACH | ||||||||
| 674 SOUTH WAGNER RD | ANN ARBOR | MI | 48103 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR CHILDREN WITH SERIOUS HEALTH CHALLENGES TO ATTEND CAMPS | $250 | |
| MACC FUND INC | ||||||||
| 10000 W INNOVATION DR 135 | MILWAUKEE | WI | 53226 | NONE | PC | PROVIED FINANCIAL SUPPORT FOR CHILDRED WHO ARE AFFECTED BY CANCER AND THEIR FAMILIES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,229 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,086 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,701 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,701 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $51,492 | $46,735 |
| ALLEGHENY TECHNOLOGIES INC | $110,438 | $83,850 |
| BANK OF AMERICA | $3,995 | $18,186 |
| CISCO SYSTEMS | $9,762 | $17,900 |
| CITIGROUP INC | $40,783 | $52,411 |
| GENERAL MOTORS CORP | $12,109 | $16,656 |
| JP MORGAN CHASE | $16,640 | $22,237 |
| KINDER MORGAN INC | $42,954 | $34,175 |
| MGIC INVESTMENT CORP | $16,562 | $25,100 |
| MERCK & CO INC | $12,014 | $16,360 |
| ORACLE CORP | $20,297 | $32,345 |
| PFIZER INC | $15,042 | $18,405 |
| BRISTOL MYERS SQUIBB | $14,134 | $18,609 |
| DOW INC | $10,934 | $22,200 |
| CINEMARK HOLDINGS | $13,251 | $17,410 |
| AMERICAN EXPRESS CO | $8,352 | $12,091 |
| BERKSHIRE HATHAWAY | $22,287 | $25,506 |
| BOEING CO | $28,124 | $26,758 |
| THE COCA-COLA CO | $15,690 | $17,823 |
| WELLS FARGO & CO | $44,923 | $33,198 |
| 3M CO | $29,602 | $29,714 |
| SPDR S&P 500 ETF | $87,526 | $100,200 |
| TECHNOLOGY SELECT SECTOR | $3,429 | $3,901 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND TIMING DIFFERENCES | Desc |
| Amt | $2,685 | Amt |
Comments