PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-13
- IRS object ID
- 202142869349100419
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-13T11:47:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822843677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULLOFF LEBEN & TAYLOR LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19575 JANACEK CT UNIT 104 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GALVIN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2021-10-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | GALVIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN LEBEN | PreparerPersonNm |
| PTIN | P01569649 | PTIN |
| Phone | 4147770700 | PhoneNum |
| Preparation | 2021-10-06 | PreparationDt |
| 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 | $4,187 | 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 | $19,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $333,086 | GrossSalesPriceAmt |
| Total Rev And Expnss | $6,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,471 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $498 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $251 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,956 | CashBOYAmt |
| Cash EOY | $4,187 | CashEOYAmt |
| Cash EOYFMV | $4,187 | CashEOYFMVAmt |
| US Government Obligations BOY | $88,938 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,184 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $223,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $383,454 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $122,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $83,617 | CorporateBondsEOYAmt |
| Other Investments BOY | $109,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,079 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $570,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $570,982 | CapitalStockBOYAmt |
| Capital Stock EOY | $513,517 | CapitalStockEOYAmt |
| Retained Earning EOY | $4 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $570,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $570,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $570,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,461 | ExcessRevenueOverExpensesAmt |
| Subtotal | $513,521 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $513,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BIRMINGHAM AL | P | 2020-08-07 | 2020-11-19 | $25,000 | $26,815 | -$1,815 | -$1,815 |
| SCHWAB EMERGING MARKETS | P | 2018-10-03 | 2020-04-03 | $12,864 | $13,893 | -$1,029 | -$1,029 |
| FORT WAYNE IN 5.24% | P | 2013-09-04 | 2020-06-01 | $5,000 | $5,184 | -$184 | -$184 |
| SCHWAB INTERNATIONAL | P | 2018-10-03 | 2020-04-03 | $7,366 | $10,085 | -$2,719 | -$2,719 |
| NEW YORK NY 6.385% | P | 2017-12-15 | 2020-03-26 | $25,000 | $26,755 | -$1,755 | -$1,755 |
| SCHWAB INTERNATIONAL | P | 2020-02-05 | 2020-04-03 | $6,139 | $8,406 | -$2,267 | -$2,267 |
| AES GROUP 4% | P | 2019-03-22 | 2020-06-11 | $25,753 | $25,292 | $461 | $461 |
| ASSOCIATED BANK 6.125% | P | 2018-06-05 | 2020-04-27 | $24,652 | $25,549 | -$897 | -$897 |
| AES CORP | P | 2020-06-22 | 2020-12-07 | $25,580 | $25,580 | ||
| ASSOCIATED BANK 6.5% | P | 2019-06-07 | 2020-04-27 | $13,419 | $13,577 | -$158 | -$158 |
| WASHINGTON REIT | P | 2020-04-30 | 2020-04-30 | $19,990 | $19,555 | $435 | $435 |
| OLD SECOND BANCO | P | 2014-05-12 | 2020-03-02 | $5,000 | $6,560 | -$1,560 | -$1,560 |
| ABBOTT LABORATORIES | P | 2020-10-20 | 2020-10-20 | $2,733 | $586 | $2,147 | $2,147 |
| OLD SECOND BANCO | P | 2014-06-18 | 2020-03-02 | $2,500 | $3,387 | -$887 | -$887 |
| ADAMS NATURAL RESOURCES FUND INC | P | 2015-12-31 | 2020-04-03 | $4,729 | $9,525 | -$4,796 | -$4,796 |
| OLD SECOND BNCP 7.8% | P | 2015-04-17 | 2020-03-02 | $2,500 | $2,512 | -$12 | -$12 |
| ADOBE SYSTEMS INC | P | 2019-01-01 | 2020-10-20 | $2,481 | $114 | $2,367 | $2,367 |
| SCHWAB TREASURY OBLIGATIONS | P | 2020-10-22 | 2020-12-23 | $10,000 | $10,000 | ||
| AKAMAI TECHNOLOGIES | P | 2016-04-20 | 2020-03-18 | $9,349 | $5,172 | $4,177 | $4,177 |
| SCHWAB TREASURY OBLIGATIONS | P | 2020-10-22 | 2020-12-23 | $30,000 | $30,000 | ||
| ALIBABA GROUP HLDG | P | 2017-02-16 | 2020-05-21 | $5,329 | $2,612 | $2,717 | $2,717 |
| ZIONS BANCORP 6.5 | P | 2015-05-29 | 2020-04-27 | $10,204 | $11,207 | -$1,003 | -$1,003 |
| ECHO GLOBAL LOGISTIC | P | 2015-10-20 | 2020-07-27 | $5,941 | $5,028 | $913 | $913 |
| HANESBRANDS INC | P | 2016-12-28 | 2020-10-20 | $866 | $1,097 | -$231 | -$231 |
| HANESBRANDS INC | P | 2016-08-23 | 2020-10-20 | $1,732 | $2,779 | -$1,047 | -$1,047 |
| TWEEDY BROWNE GLOBAL VALUE | P | 2014-10-23 | 2020-02-05 | $9,006 | $8,658 | $348 | $348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,428 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,658 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $260 | SubtotalAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $260 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEAN GALVIN | IndividualWithBooksNm |
| Phone | 2623777976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 1270 E SHERIDAN BRIDGE LN | OLATHE | KS | 66062 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | VP/SEC | 000.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LN | MEQUON | WI | 53092 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $806,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $821,771 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $821,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $809,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $40,212 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,212 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,998 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,998 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,212 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,618 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,998 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $146,095 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,618 | ExcessFromYear4Amt |
| Excess From Year3 | $30,307 | ExcessFromYear3Amt |
| Excess From Year2 | $24,128 | ExcessFromYear2Amt |
| Excess From Year1 | $28,798 | ExcessFromYear1Amt |
| Excess From Current Year | $22,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADULT AND TEEN CHALLENGE | |||||||
| PO BOX 250771 | MILWAUKEE | WI | 53225 | NON PROFIT | MEN & WOMEN PROGRAM | $2,000 | |
| ADVOCATES OF OZAUKEE COUNTY | |||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| ALZHEIMERS ASSOC OF SOUTHEASTERN WI | |||||||
| 620 S 76TH ST | MILWAUKEE | WI | 53214 | NON PROFIT | FUNDING SERVICES WITHIN WI CHAPTER | $2,000 | SUITE 160 |
| CARE NET PREGNANCY CENTER OF MIL | |||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 53211 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| COOKIE CART | |||||||
| 2655 LYDIARD AVE | EXCELSIOR | MN | 55331 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| HISTORIC NORTHEAST EVENTS | |||||||
| 2657 INDEPENDENCE AVE | KANSAS CITY | MO | 64124 | NON PROFIT | THE EGG | $2,500 | |
| HOPE NETWORK | |||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| KATHY'S HOUSE | |||||||
| 600 N 13RD ST | MILWAUKEE | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| KINDNESS CONNECTION | |||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| KOHLER ART CENTER | |||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NON PROFIT | FOR YOUTH PROGRAMS | $1,500 | |
| LA CAUSA INC | |||||||
| PO BOX 04188 | MILWAUKEE | WI | 53204 | NON PROFIT | CRISIS NURSERY & RESPITE CENTER | $2,000 | |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NON PROFIT | FOR YOUR PROGRAMS | $1,500 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | NON PROFIT | SAFE HARBOR & JOY HOUSE | $4,000 | |
| OLATHE PREGNANCY CLINIC | |||||||
| 1313 E SANTA FE | OLATHE | KS | 66061 | NON PROFIT | GENERAL SUPPORT | $2,000 | TWIN TRAIL SHOPPING CENTE |
| SALVATION ARMY | |||||||
| 11315 W WTERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NON PROFIT | COVID RELIEF | $10,000 | |
| SLEEPYHEADS BEDS | |||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | NON PROFIT | GENERAL SUPPORT | $1,500 | |
| THE HEALING CHAIR | |||||||
| 12608 SHERWOOD DRIVE | LAEWOOD | KS | 66209 | NON PROFIT | KANSAS CITY DIVISION | $2,000 | |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | |||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $2,500 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NON PROFIT | COVID RELIEF | $2,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONPROFIT | CAMP PLANET D-KANSAS AREA | $2,000 | |
| FRIENDS OF THE CHILDREN-PORTLAND | |||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONPROFIT | GENERAL SUPPORT | $2,500 | |
| OPERATION UNDERGROUND RAILROAD | |||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | NONPROFIT | GENERAL SUPPORT | $2,000 | |
| OVERLAND PARK POLICE OFFICERS FOUND | |||||||
| 7133 W 80TH STE 211 | OVERLAND PARK | KS | 66204 | NONPROFIT | GENERAL SUPPORT | $2,000 | |
| PROJECT LEMONADE | |||||||
| 1008 LLOYD CENTER | PORTLAND | OR | 97232 | NONPROFIT | GENERAL SUPPORT | $2,500 | |
| THE WHOLE PERSON | |||||||
| 3710 MAIN ST | KANSAS CITY | MO | 64111 | NONPROFIT | GENERAL SUPPORT | $2,000 | |
| WILL | |||||||
| 1867 RANDALL RD | SAN MATEO | CA | 94402 | NONPROFIT | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,553 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,838 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,553 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,285 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $995 | Amt |
| Net Investment Income | $497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $498 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WEINGARTEN RLTY | 2015-03 | PURCHASE | 1942-08 | $26,418 | $25,972 | $446 |
| ENBRIDGE INC 4% | 2020-02 | PURCHASE | 2020-04 | $6,095 | $10,165 | -$4,070 |
| HANESBRANDS INC | 2017-02 | PURCHASE | 2020-10 | $2,165 | $2,581 | -$416 |
| PAYPAL HOLDINGS | 2014-03 | PURCHASE | 2020-10 | $2,036 | $266 | $1,770 |
| WATERS CORP | 2017-02 | PURCHASE | 2020-12 | $321 | $4,533 | -$4,212 |
| ZIONS BANCORP 6.95% | 2016-03 | PURCHASE | 2020-04 | $2,551 | $2,827 | -$276 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB CORP BONDS | BondNm |
| EOY Book Value | $83,617 | EOYBookValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $383,454 | EOYBookValueAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $30,184 | StateLocalSecBookVlEOYAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| CHARLES SCHWAB MUTUAL FUNDS | AT COST | $2,605 |
| CHARLES SCHWAB OTHER INVESTMENTS | AT COST | $9,474 |
| CHARLES SCHWAB TREASURY OBLIGATION | AT COST |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $251 | $251 |
| FEDERAL INCOME TAX |
Comments