DONALD W & MARGARET M ANDERSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DONALD W & MARGARET M ANDERSON FOUNDATION (EIN 65-6254236)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-14
- IRS object ID
- 202142579349100204
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-14T07:47:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411944416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | 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 | 656254236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD W & MARGARET M ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION MARTHA A VAN DE VEN TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7634750787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA ROAD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553569579 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA A VAN DE VEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7634750787 | PhoneNum |
| Signature | 2021-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | VAN DE VEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2021-09-14 | 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 | $22,887,670 | 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 | $12,041,647 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $152,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,503,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,504,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,503,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,697,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,656,324 | 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 | $3,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,808 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,844,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,559,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $377,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $865,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $865,180 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOYFMV | $11,269 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,752,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,768,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,011,221 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,130,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,633,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,887,670 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,043 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,960 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,960 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,718,302 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,168,675 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,589,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,537,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,129,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,630,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,130,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,633,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,129,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,844,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,973,469 | SubtotalAmt |
| Other Decreases | $342,791 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,630,678 | 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 | $15,504,644 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,001,182 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,503,462 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,503,462 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,503,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,647 | OverpaymentAmt |
| Applied To ES Tax | $1,647 | 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 | MARTHA VAN DE VEN | IndividualWithBooksNm |
| Phone | 7634750787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA WAY | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553569579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA VAN DE VEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 MEDINA RD | AddressLine1Txt |
| City | LONG LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553569579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,680,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $686,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,367,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,367,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,107,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,473 | TotalTaxAmt |
| Distributable Before Adj | $805,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $805,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $805,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $750,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $805,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,023 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $453,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $750,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,890 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,890 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $397,761 | 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 | $27,728 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $370,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,246 | ExcessFromYear4Amt |
| Excess From Year3 | $66,023 | ExcessFromYear3Amt |
| Excess From Year2 | $114,020 | ExcessFromYear2Amt |
| Excess From Year1 | $108,744 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION | |||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | N/A | PC | GENERAL OPERATING NEEDS | $20,000 |
| BEACON INTERFAITH HOUSING COLLABORATIVE | |||||||
| 2610 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | GENERAL OPERATING NEEDS | $75,000 |
| CANNON FALLS ELEMENTARY SCHOOL | |||||||
| 1020 MINNESOTA ST E | CANNON FALLS | MN | 55009 | N/A | PC | GENERAL OPERATING NEEDS | $25,000 |
| COULEE CAP FOOD PANTRY | |||||||
| 201 MELBY ST | WESTBY | WI | 54667 | N/A | PC | GENERAL OPERATING NEEDS | $7,000 |
| COULEE REGION TROUT UNLIMITED | |||||||
| NORTH 4311 COUNTY ROAD M | WEST SALEM | WI | 54669 | N/A | PC | GENERAL OPERATING NEEDS | $2,000 |
| CRAWFORD COUNTY COMMUNITY FUND | |||||||
| 26 S JACKSON STREET | JANESVILLE | WI | 53548 | N/A | PC | GENERAL OPERATING NEEDS | $5,000 |
| DANE COUNTY HUMANE SOCIETY | |||||||
| 5132 VOGES RD | MADISON | WI | 53718 | N/A | PC | GENERAL OPERATING NEEDS | $15,000 |
| DOMESTIC ABUSE INTERVENTION SERVICES | |||||||
| 2102 FORDEM AVE | MADISON | WI | 53704 | N/A | PC | GENERAL OPERATING NEEDS | $20,000 |
| FAITH'S LODGE | |||||||
| 505 HWY 169 N SUITE 245 | PLYMOUTH | MN | 55441 | N/A | PC | GENERAL OPERATING NEEDS | $25,000 |
| FERRYVILLE EMR | |||||||
| 170 PINE STREET | FERRYVILLE | WI | 54628 | N/A | PC | GENERAL OPERATING NEEDS | $3,000 |
| FLAT BROKE FARM ANIMALS RESCUE | |||||||
| PO BOX 751418 | PETALUMA | CA | 94975 | N/A | PC | GENERAL OPERATING NEEDS | $20,000 |
| GROVES ACADEMY | |||||||
| 3200 MN-100 | ST LOUIS PARK | MN | 55416 | N/A | PC | GENERAL OPERATING NEEDS | $50,000 |
| INSTITUTE OF AMERICAN INDIAN ART | |||||||
| 83 AVAN NU PO ROAD | SANTA FE | NM | 87508 | N/A | PC | GENERAL OPERATING NEEDS | $50,000 |
| INTERFAITH OUTREACH & COMMUNITY PARTNERS | |||||||
| 1605 COUNTY RD 101 | PLYMOUTH | MN | 55447 | N/A | PC | GENERAL OPERATING NEEDS | $46,000 |
| LITTLE EAGLE ARTS FOUNDATION | |||||||
| CHALET COMPLEX 412 1/2 | WISCONSIN DELLS | WI | 53965 | N/A | PC | GENERAL OPERATING NEEDS | $9,500 |
| MARQUETTE COUNTY CARE & SHARE FOOD BANK | |||||||
| N2975 WI-22 | MONTELLO | WI | 53949 | N/A | PC | GENERAL OPERATING NEEDS | $10,000 |
| MISSISSIPPI VALLEY CONSERVANCY | |||||||
| 1309 NORPLEX DR | LA CROSSE | WI | 54601 | N/A | PC | GENERAL OPERATING NEEDS | $8,000 |
| OPERATION FRESH START | |||||||
| 1925 WINNEBAGO ST | MADISON | WI | 53704 | N/A | PC | GENERAL OPERATING NEEDS | $35,000 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 550 W VAN BUREN ST | CHICAGO | IL | 60607 | N/A | PC | GENERAL OPERATING NEEDS | $5,000 |
| OREGON FOOD PANTRY | |||||||
| 107 N ALPINE PKWY | OREGON | WI | 53575 | N/A | PC | GENERAL OPERATING NEEDS | $5,000 |
| PASSAGES INC | |||||||
| 1001 PARKVIEW DR | RICHLAND CENTER | WI | 53581 | N/A | PC | GENERAL OPERATING NEEDS | $7,000 |
| PAUL B CARBONE COMPREHENSIVE CANCER CNTR | |||||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | N/A | PC | GENERAL OPERATING NEEDS | $10,000 |
| SACRED YOUTH FOUNDATION | |||||||
| 25 ROAD 6427 | KIRTLAND | NM | 87417 | N/A | PC | GENERAL OPERATING NEEDS | $9,500 |
| SAN ANTONIO COMMUNITY DEVELOPMENT | |||||||
| 2228 E 15TH STREET | OAKLAND | CA | 94606 | N/A | PC | GENERAL OPERATING NEEDS | $50,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | GENERAL OPERATING NEEDS | $20,000 |
| SONOMA COUNTY VET CONNECT INC | |||||||
| PO BOX 14474 | SANTA ROSA | CA | 95402 | N/A | PC | GENERAL OPERATING NEEDS | $80,000 |
| SPECIAL OLYMPICS WISCONSIN | |||||||
| 2310 CROSSROADS DR | MADISON | WI | 53718 | N/A | PC | GENERAL OPERATING NEEDS | $10,000 |
| TEAM RUBICON | |||||||
| 214 MAIN ST 354 | EL SEGUNDO | CA | 90245 | N/A | PC | GENERAL | $20,000 |
| UNION GOSPEL MINISTRIES | |||||||
| 580 HWY 96 W | SHOREVIEW | MN | 55126 | N/A | PC | GENERAL OPERATING NEEDS | $1,000 |
| UNITED WAY OF DANE COUNTY | |||||||
| 2059 ATWOOD DR | MADISON | WI | 53704 | N/A | PC | GENERAL OPERATING NEEDS | $15,000 |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||
| 28010 W BANDCROFT ST | TOLEDO | OH | 43606 | N/A | PC | GENERAL OPERATING NEEDS | $10,000 |
| UNIVERSITY OF WISCONSIN STOUT FOUNDATION | |||||||
| 712 BROADWAY ST S | MENOMONIE | WI | 54751 | N/A | PC | GENERAL OPERATING NEEDS | $50,000 |
| WAYZATA COMMUNITY CHURCH | |||||||
| 125 WAYZATA BLVD E | WAYZATA | MN | 55391 | N/A | PC | GENERAL OPERATING NEEDS | $11,000 |
| WE CAN RIDE THERAPEUTIC HORSEBACK RIDING | |||||||
| 4301 COUNTY RD 24 | MAPLE PLAIN | MN | 55359 | N/A | PC | GENERAL OPERATING NEEDS | $1,000 |
| WISCONSIN ALZHEIMER'S INSTITUTE | |||||||
| 7818 BIG SKY DR 215 | MADISON | WI | 53719 | N/A | PC | GENERAL OPERATING NEEDS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | 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 | $152,591 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,503,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,656,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,656,324 | 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 (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD W ANDERSON ESTATE | |||||||
| 1 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $2,405,478 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 2 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $415,128 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 3 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $365,432 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 4 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $460,422 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 5 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $561,470 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 6 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $402,637 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 7 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $430,560 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 8 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $402,400 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 9 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $442,450 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 10 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $532,800 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 11 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $497,220 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 12 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $533,415 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 13 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $540,436 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 14 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $626,856 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 15 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $611,888 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 16 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $429,975 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 17 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $624,575 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 18 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $179,480 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 19 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $636,080 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 20 | 1765 MEDINA RD | LONG LAKE | MN | 55356 | $179,480 | Yes (X) | |
| DONALD W ANDERSON ESTATE | |||||||
| 21 | 1766 MEDINA RD | LONG LAKE | MN | 55357 | $763,465 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ALPHABET INC 401 SHARES | $415,128 | 2020-01-31 |
| 3 | APPLE INC 2,100 SHARES | $365,432 | 2020-01-31 |
| 4 | BOOKING HOLDS INC 220 SHARES | $460,422 | 2020-01-31 |
| 5 | CISCO SYS INC 13,000 SHARES | $561,470 | 2020-01-31 |
| 6 | CONSTELLATION BRANDS INC 1,850 SHARES | $402,637 | 2020-01-31 |
| 7 | DISCOVER FINL SVCS COM 6,000 SHARES | $430,560 | 2020-01-31 |
| 8 | DISNEY WALT CO 4,000 SHARES | $402,400 | 2020-01-31 |
| 9 | EXACT SCIENCES CORP 10,000 SHARES | $442,450 | 2020-01-31 |
| 10 | FISERV INC 7,500 SHARES | $532,800 | 2020-01-31 |
| 11 | GUIDEWIRE SOFTWARE INC 6,000 SHARES | $497,220 | 2020-01-31 |
| 12 | HONEYWELL INTL INC 3,800 SHARES | $533,415 | 2020-01-31 |
| 13 | INTUITIVE SURGICAL INC 1,300 SHARES | $540,436 | 2020-01-31 |
| 14 | JOHNSON & JOHNSON 4,800 SHARES | $626,856 | 2020-01-31 |
| 15 | MASTERCARD INCORPORATED 3,500 SHARES | $611,888 | 2020-01-31 |
| 16 | MEDTRONIC PLC 5,400 SHARES | $429,975 | 2020-01-31 |
| 17 | MICROCIP TECHNOLOGIES INC 7,000 SHARES | $624,575 | 2020-01-31 |
| 18 | RAYTHEON TECHNOLOGIES 3,269 SHARES | $179,480 | 2020-01-31 |
| 19 | STRYKER CORP COM 4,000 SHARES | $636,080 | 2020-01-31 |
| 20 | UNITED TECHNOLOGIES - 3,269 | $179,480 | 2020-01-31 |
| 21 | VISA INC 6,300 SHARES | $763,465 | 2020-01-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,615 | Amt |
| Net Investment Income | $1,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $278,900 | $273,725 |
| ACCENTURE PLC | $372,700 | $417,936 |
| ADOBE INC | $345,019 | $400,096 |
| ADOBE INC | $241,560 | $250,060 |
| ADYEN NV UNSPON ADS | $329,130 | $417,600 |
| AGILENT TECHNOLOGIES INC | $249,509 | $278,452 |
| AIR PRODS & CHEMS INC | $388,597 | $355,186 |
| ALPHABET INC CL A | $238,104 | $403,107 |
| ALPHABET INC CL A | $190,883 | $394,344 |
| ALPHABET INC CL C | $14,859 | $80,586 |
| AMAZON | $71,693 | $130,277 |
| AMAZON.COM INC | $325,469 | $488,540 |
| AMGEN INC | $266,098 | $269,006 |
| APPLE INC | $43,504 | $132,690 |
| APPLE INC | $150,427 | $530,760 |
| AUTODESK INC | $257,298 | $488,544 |
| AUTODESK INC | $217,923 | $274,806 |
| BECTON DICKINSON AND CO | $215,640 | $225,198 |
| CIGNA CORPRATION | $200,177 | $233,162 |
| CISCO SYS INC | $244,456 | $253,285 |
| CLOROX CO DEL | $299,495 | $282,688 |
| CONSTELLATION BRANDS INC | $300,581 | $394,290 |
| COPART INC | $260,339 | $349,938 |
| COSTCO WHOLESALE CORP | $75,425 | $94,195 |
| COUPA SOFTWARE INC COM | $299,513 | $338,910 |
| CUMMINS INC | $220,448 | $227,100 |
| DISCOVER FINANCIAL SVCS | $188,748 | $407,385 |
| DISNEY WALT CO | $321,920 | $579,776 |
| DOMO INC COM CL B | $205,690 | $286,965 |
| ECOLAB INC | $217,913 | $281,268 |
| FISERVE INC | $162,836 | $341,580 |
| FLEETCOR TECHNOLOGIES INC | $370,795 | $341,038 |
| GUARDANT HEALTH INC COM | $175,320 | $193,320 |
| HONEYWELL INTL INC | $84,223 | $127,620 |
| INTUIT | $258,412 | $284,888 |
| INTUTIVE SURGICAL INC | $290,164 | $347,693 |
| JOHNSON & JOHNSON | $261,190 | $314,760 |
| JOHNSON & JOHNSON | $347,214 | $385,581 |
| MASTERCARD INCORPORATED | $164,929 | $446,175 |
| MERCADOLIBRE INC COM | $334,388 | $460,686 |
| MERCK & CO INC | $202,723 | $204,500 |
| MICROSOFT CORP | $272,909 | $489,324 |
| MICROSOFT CORP | $387,951 | $556,050 |
| NEXTERA ENERGY INC | $298,584 | $308,600 |
| NIKE INC | $431,789 | $473,925 |
| NVIDIA | $616,334 | $574,420 |
| NVIDIA CORP | $264,748 | $443,870 |
| PEPSICO INC | $281,318 | $296,600 |
| PAGSEGURO DIGITAL LTD | $113,101 | $142,200 |
| PAYPAL HOLDINGS INC | $236,916 | $468,400 |
| PEPSICO INC | $305,503 | $333,675 |
| PROCTER & GAMBLE CO | $326,467 | $320,022 |
| PRUDENTIAL FINL INC | $180,798 | $209,228 |
| S&P GLOBAL INC | $443,784 | $410,913 |
| SALFORCE.COM INC | $336,891 | $333,795 |
| SEMPRA ENERGY | $204,754 | $203,856 |
| SERVICENOW INC COM | $102,548 | $123,847 |
| STRYKER CORP | $79,510 | $122,520 |
| STRYKER CORP | $270,555 | $367,560 |
| TRANE TECHNOLOGIES PLC COM | $325,592 | $362,900 |
| TYLER TECHNOLOGIES INC | $146,359 | $283,738 |
| UNITED PARCEL SERVICES INC | $245,421 | $242,496 |
| VERIZON COMMUNICATIONS | $227,268 | $232,063 |
| VISA INC | $91,496 | $437,460 |
| VISA INC | $242,370 | $437,460 |
| WEX INC | $273,485 | $407,060 |
| XYLEM INC | $217,482 | $254,475 |
| VF CORP | $160,313 | $187,048 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON DONATED INVESTMENTS | Desc |
| Amt | $342,791 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Revenue And Expenses Per Books | $271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $271 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PLUMB MGMT FEES | $94,351 | $94,351 | $0 |
| OTHER PROFESSIONAL FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $968 | $968 | $0 |
| IRS TAXES | $4,813 | $0 | $0 |