ROS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROS FOUNDATION (EIN 39-1948463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202143079349100449
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T16:20:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | 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 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532264837 | 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 | 391948463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSF | BusinessNameControlTxt |
| Phone | 4142816000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET NO 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN L RIORDAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4142816000 | PhoneNum |
| Signature | 2021-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | RIORDAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIE FELTON CPA | PreparerPersonNm |
| PTIN | P00640478 | PTIN |
| Phone | 4144319300 | PhoneNum |
| Preparation | 2021-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $35,312,959 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,115,135 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $813,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $813,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,695,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,907,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $822,733 | 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 |
| Legal Fees Rev And Expnss | $3,235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $780 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,455 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,499 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,010 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,685,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,685,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,848,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,717,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,058,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,245,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,805,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,805,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,386,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,210,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,241,419 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,335,928 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,535,891 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,785,900 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $75,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $75,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $75,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $75,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,926,193 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,405,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,405,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,969,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,032,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,312,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,969,041 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,032,206 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,969,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,032,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,969,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,032,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,969,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,058,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,806 | OtherIncreasesAmt |
| Subtotal | $29,032,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,032,206 | 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 SECURITES | PropertyDesc |
| Gross Sales Price | $1,695,264 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,725,997 | CostOrOtherBasisAmt |
| Gain Or Loss | -$30,733 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$30,733 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,314 | OverpaymentAmt |
| Applied To ES Tax | $47,314 | 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 | LYNNE MILLER | IndividualWithBooksNm |
| Phone | 4142816000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN RIORDAN | ||||||||
| C/O 4811 S 76TH STREET SUITE 211 | GREENFIELD | WI | 53220 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN L RIORDAN | ||||||||
| C/O 4811 S 76TH STREET SUITE 211 | GREENFIELD | WI | 53220 | TRUSTEE | 0.10 | $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 | $15,091,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,622,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,857,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,572,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,572,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $518,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,053,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,702,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,702,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,986 | TotalTaxAmt |
| Distributable Before Adj | $1,692,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,692,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,692,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,717,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,717,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,717,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,692,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $137,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,717,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,692,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,025,292 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,163,200 | 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 | $1,163,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $137,908 | ExcessFromYear1Amt |
| Excess From Current Year | $1,025,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET STE 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142816000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED. INCLUDE COPY OF IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABUSE COUNSELING AND TREATMENT INC | ||||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $60,000 | |
| ACE BOXING CLUB | ||||||||
| 2160 S 10TH | MILWAUKEE | WI | 53215 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| ALL KIDS CAN LEARN INTERNATIONAL INC | ||||||||
| 224 N WASHINGTON ST | HAVRE DE GRACE | MD | 21078 | NONE | PUBLIC CHARITY | ORPHANAGE | $25,000 | |
| ALVERNO COLLEGE | ||||||||
| 3400 SOUTH 43RD STREET | MILWAUKEE | WI | 53219 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| ARTS AT LARGE INC | ||||||||
| 1100 S 5TH STREET | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| ASCENSION WISCONSIN FOUNDATION | ||||||||
| 2320 NORTH LAKE DRIVE | MILWAUKEE | WI | 53211 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| ASPCA | ||||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| BAY VIEW COMMUNITY CENTER OF MILWAUKEE INC | ||||||||
| 1320 E OKLAHOMA AVE | MILWAUKEE | WI | 532072457 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| BENEDICT CENTER | ||||||||
| 1849 N DOCTOR MLK JR DRIVE SUITE | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | 101 |
| BETTER TOGETHER | ||||||||
| 15270 COLLIER BLVD SUITE 201-284 | NAPLES | FL | 34119 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| BIG BROTHERS & BIG SISTERS OF METRO MILWAUKEE INC | ||||||||
| 788 NORTH JEFFERSON STREET SUITE | MILWAUKEE | WI | 532023739 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | 600 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | ||||||||
| 7500 DAVIS BOULEVARD | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH STREET | MILWAUKEE | WI | 532123845 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| CAMP FOR KIDS CO GREATER MILWAUKEE FOUNDATION | ||||||||
| 101 W PLEASANT ST SUITE 210 | MILWAUKEE | WI | 532023157 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CENTER FOR GREAT APES | ||||||||
| P O BOX 488 | WAUCHULA | FL | 33873 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CENTER FOR WORKING FAMILIES INC | ||||||||
| 12605 W NORTH AVE 130 | BROOKFIELD | WI | 530054629 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CHILDRENS HOSPITAL OF WISCONSIN | ||||||||
| 8915 W CONNELL CT | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| COLUMBUS ZOO | ||||||||
| 4850 POWELL ROAD | POWELL | OH | 43065 | NONE | PUBLIC CHARITY | JACK & SUZI HANNA FUND | $10,000 | |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||||
| 1110 PINE RIDGE RD SUITE 200 | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $45,000 | |
| CONSERVANCY OF SW FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CONVERGENCE RESOURCE CENTER | ||||||||
| 7961 N 76TH ST | MILWAUKEE | WI | 53223 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| DOG IS MY COPILOT | ||||||||
| PO BOX 3399 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| DOWNTWON BOXING GYM | ||||||||
| 6445 VERNOR HWY | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| EISENHOWER CENTER | ||||||||
| 4425 W WOOLWORTH AVE | MILWAUKEE | WI | 53218 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| EQUAMORE SANCTUARY FOUNDATION | ||||||||
| 4723 HWY 66 | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| FARM SANCTUARY | ||||||||
| 3100 AIKENS ROAD / PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| FEEDING AMERICA EASTERN WI | ||||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $200,000 | |
| FRIENDS OF FOSTER CHILDREN FOREVER INC | ||||||||
| 2675 HORSESHOE DRIVE SOUTH 402 | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| GENERATIONS AGAINST BULLYING INC | ||||||||
| 6550 W FOREST HOME AVENUE | MILWAUKEE | WI | 53220 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| GREATERGOODORG | ||||||||
| 600 UNIVERSITY ST SUITE 1000 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| HARRY CHAPIN FOOD BANK - NAPLES | ||||||||
| 3940 PROSPECT AVENUE | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| HEARTLAND FARM SANCTUARY | ||||||||
| PO BOX 45746 | MADISON | WI | 53744 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| HMONG AMERICAN FRIENDSHIP ASSOCIATION INC | ||||||||
| 3824 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| HUMANE SOCIETY OF NAPLES | ||||||||
| 370 AIRPORT-PULLING RD N | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| HUNGER TASK FORCE OF MILWAUKEE | ||||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 532141966 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $200,000 | |
| HUNGRY HEARTS COMUNITY MEALS | ||||||||
| 125 W SAVELAND AVENUE | MILWAUKEE | WI | 53207 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| I AM A GENTLEMAN | ||||||||
| PO BOX 4667 | CHICAGO | IL | 60680 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $40,000 | |
| IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC | ||||||||
| 6737 W WASHINGTON AV SUITE 2225 | MILWAUKEE | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $100,000 | |
| INDIAN COMMUNITY SCHOOL OF MILWAUKEE INC | ||||||||
| 10405 WEST ST MARTINS ROAD | FRANKLIN | WI | 53132 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| JOURNEY HOUSE | ||||||||
| 2110 W SCOTT ST | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LA CAUSA CRISIS NURSERY PROGRAM | ||||||||
| PO BOX 04188 | MILWAUKEE | WI | 532040188 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LAD LAKE INC | ||||||||
| PO BOX 158 | DOUSMAN | WI | 53118 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | ||||||||
| PO BOX 14575 | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 19TH STREET | MILWAUKEE | WI | 532331616 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| NATIONAL ANTI-VIVISECTION SOCIETY | ||||||||
| 53 WEST JACKSON BOULEVARD NO 1552 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| P O BOX 1583 | MERRIFIELD | VA | 221161583 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | ||||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC | ||||||||
| 18011 S TAMIAMI TRAIL 16-106 | FORT MEYERS | FL | 33908 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PACE CENTER FOR GIRLS INC | ||||||||
| ONE WEST ADAMS STREET SUITE 301 | JACKSONVILLE | FL | 32202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PATHFINDERS MILWAUKEE INC | ||||||||
| 4200 N HOLTON AVENUE 400 | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $100,000 | |
| PETA | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PETER STATHAS DANCE INC | ||||||||
| P O BOX 11410 | SHOREWOOD | WI | 53211 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||||
| 5100 WISCONSIN AVENUE NW 400 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PINE VIEW WILDLIFE REHABILITATION AND EDUCATION CENTER | ||||||||
| W4953 HIGHWAY H | FREDONIA | WI | 530219725 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| PRIMATES INC | ||||||||
| P O BOX 7384 | MADISON | WI | 53707 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| PROJECT CHIMPS | ||||||||
| P O BOX 2140 | BLUE RIDGE | GA | 30513 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| PROVIDENCE HOUSE | ||||||||
| P O BOX 128 | NAPLES | FL | 34106 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| REDEEM AND RESTORE CENTER | ||||||||
| PO BOX 342 | PEWAUKEE | WI | 53072 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| REVITALIZE MILWAUKEE INC | ||||||||
| 700 W VIRGINIA STREET SUITE 306 | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $45,000 | |
| RUNNING REBELS COMMUNITY ORGANIZATION | ||||||||
| 1300 A W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PUPOSES | $25,000 | |
| SALVATION ARMY OF WI & UP MI | ||||||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 532260019 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| SAVING GRACE PET FOOD BANK INC | ||||||||
| PO BOX 110095 | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SHEBOYGAN FOOD PANTRY | ||||||||
| 1946 N 15TH ST | SHEBOYGAN | WI | 53081 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| SOUTHWEST FLORIDA REGIONAL HUMAN TRAFFICKING COALITION | ||||||||
| 6900-29 DANIELS PKWY 358 | FORT MYERS | FL | 33912 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| ST MATTHEW'S HOUSE | ||||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| ST ANN'S INTERGENERATIONAL CARE CENTER | ||||||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 532073771 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| STREET ANGELS | ||||||||
| PO BOX 342435 | MILWAUKEE | WI | 53234 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| SUNLIGHT HOME | ||||||||
| PO BOX 9194 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| THE AMERICAN RED CROSS - WISCONSIN CHAPTER | ||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| THE BOSS LEGACY INC | ||||||||
| 741 20TH ST SE | NAPLES | FL | 34117 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| THE ELEPHANT SANCTUARY IN TENNESSEE | ||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| THE FIRST TEE OF SE WISCONSIN | ||||||||
| 11350 W THEO TRECKER WAY | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| THE SHELTER FOR ABUSED WOMEN & CHILDREN | ||||||||
| P O BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| URBAN ECOLOGY CENTER INC | ||||||||
| 1500 E PARK PLACE | MILWAUKEE | WI | 53211 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| UWM OFFICE OF DEVELOPMENT | ||||||||
| 3271 N LAKE DRIVE | MILWAUKEE | WI | 53211 | NONE | PUBLIC CHARITY | HEFTER CONFERENCE CENTER | $10,000 | |
| VETS PLACE CENTERAL PSD URBAN FARMING AND GARDENING | ||||||||
| 3330 W WELLS ST | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| VICTIMS OF VIOLENCE BURIAL FUND | ||||||||
| 11414 W PARK PLACE STE 202 | MILWAUKEE | WI | 53223 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| VISION FORWARD | ||||||||
| 912 NORTH HAWLEY ROAD | MILWAUKEE | WI | 53213 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| VOICES FOR KIDS | ||||||||
| 1700 MONROE ST | FORT MEYERS | FL | 33901 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| WALKER'S POINT YOUTH AND FAMILY CENTER | ||||||||
| 1123 N WATER ST SUITE 400 | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| WAUKESHA FOOD PANTRY | ||||||||
| 1301 SENTRY DR | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| WILDLIFE IN NEED CENTER LTD | ||||||||
| W349 S1480 WATERVILLE RD SUITE B | OCONOMOWOC | WI | 53066 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| WINGS OF SHELTER | ||||||||
| 21301 S TAMIAMI TRAIL SUITE 320 | ESTERO | FL | 33928 | NONE | PUBLIC CHARITY | GE | $25,000 | |
| WISCONSIN HUMANE SOCIETY | ||||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 532083156 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $35,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| YOUTH HAVENSW FL SHELTER | ||||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,685,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,488 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $813,807 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $792,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $792,000 | 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 | ESTATE OF ROBERT B SCHLYTTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH ST SUITE 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,115,135 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) FOR AMOUNTS SET ASIDE IN 2013NATURE AND PURPOSES OF THE SPECIFIC PROJECT FOR WHICH AMOUNTS ARE SET ASIDE: THE FUNDS WERE USED IN HONOR OF THE FAMILY UNITY INTERNATIONAL WORKING BOYS CENTER 50TH ANNIVERSARY AND RELATED COMMERATIVE PROJECTS.THE AMOUNTS SET ASIDE FOR THE PROJCET DESCRIBED ABOVE WILL BE PAID ON AUGUST 9, 2014.THE PROJECT DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR IN WHICH THE SET-ASIDE WAS MADE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP NOTE 6.5% - 100000 | $110,413 | $135,729 |
| ASSURED GTY US HLDGS INC - 100000 | $116,994 | $134,564 |
| BANC AMER FDG CORP REMIC 2005-5 - 100000 | $3,765 | $3,749 |
| BANK AMERICA CORP PFD SER Z 6.5% - 60000 | $62,705 | $68,550 |
| BEAR STEARNS ARM TR REMIC - 200000 | $2,950 | $3,054 |
| CITIGROUP INC PFD SER D - 150000 | $148,198 | $156,188 |
| CWALT INC REMIC 2004-22CB - 500000 | $22,976 | $23,831 |
| DOMINION RES INC VA NEW NOTE SER A 5.57% - 50000 | $50,663 | $55,714 |
| ENDURANCE SPECIALTY HLDNS LTD SR NOTE 7% - 50000 | $58,591 | $70,423 |
| EVEREST REINS HLDGS INC - 15000 SHS | $14,813 | $13,657 |
| EXELON GEN CO LLC SR NOTE - 100000 | $112,750 | $120,613 |
| FHLMC REMIC 3990 CL HL - 50000 | $49,943 | $53,699 |
| FHLMC REMIC 4102 - 50000 | $3,725 | $3,870 |
| FHLMC REMIC 4104 - 100000 | $25,913 | $27,157 |
| FHLMC REMIC 4139 - 200000 | $133,309 | $136,143 |
| FHLMC REMIC 4491 - 100000 | $30,887 | $33,482 |
| FNMA REMIC SER 2012-100 - 100000 | $18,033 | $18,704 |
| FNMA REMIC SER 2012-100 - 25000 | $24,193 | $25,289 |
| FNMA REMIC SER 2012-46 - 350000 | $317,938 | $320,631 |
| FNMA REMIC SER 2012-99 - 75000 | $4,499 | $5,324 |
| FNMA REMIC SER 2013-14 - 37000 | $9,013 | $9,150 |
| GENL ELECTRIC CAP CORP - 120000 | $103,055 | $133,632 |
| GENL ELECTRIC CO PFD SER D 5% - 150000 | $143,163 | $139,538 |
| GNMA REMIC SER 2011-135 - 50000 | $26,850 | $28,655 |
| GNMA REMIC SER 2012-124 - 100000 | $29,156 | $28,781 |
| GNMA REMIC SER 2013-18 - 75000 | $6,256 | $6,433 |
| GNMA REMIC SER 2013-23 - 250000 | $49,822 | $50,655 |
| GNMA REMIC SER 2013-71 - 75000 | $7,620 | $7,623 |
| GNMA REMIC SER 2013-88 - 75000 | $11,299 | $12,850 |
| GNMA REMIC SER 2015-88 - 50000 | $7,762 | $7,712 |
| GNMA REMIC SER 2015-99 - 100000 | $8,400 | $8,912 |
| JEFFERIES GRP LLC CAP NOT - 200000 | $200,000 | $206,726 |
| JPMORGAN CHASE & CO NOTE 3.738 - 25000 | $24,623 | $24,949 |
| JPMORGAN CHASE & CO NOTE 6.125% - 100000 | $106,505 | $109,000 |
| JPMORGAN CHASE & CO PFD SER R 6% - 100000 | $104,255 | $106,000 |
| M&T BANK CORP PFD SER E 6.45% - 125000 | $136,979 | $138,437 |
| MELLON CAP IV NORMAL PFD 4.0% - 100000 | $84,005 | $99,250 |
| METLIFE INC PFD SER C 5.3.888% - 15000 | $15,106 | $14,925 |
| MORGAN STANLEY CAP I INC REMIC - 7000 | $7,003 | $7,060 |
| NORDSTROM INC - 50000 | $53,967 | $56,874 |
| PROSPECT CAP CORP - 50000 | $49,817 | $51,333 |
| PRUDENTIAL FINL INC JR SUB NOTE - 100000 | $102,431 | $107,314 |
| PSEG PWR LLC NOTE 8.625% - 100000 | $123,449 | $152,511 |
| REINSURANCE GRP AMER INC. 4.789% - 50000 SHS | $49,300 | $43,750 |
| SCHWAB CHARLES CORP - 150000 | $141,117 | $159,937 |
| STATE STREET CORP DEP PFD PERPTL 3.847% - 50000 SHS | $50,000 | $49,750 |
| TIFFANY & CO SR NOTE 4.9% - 100000 | $97,647 | $137,331 |
| VALIDUS HLDGS LTD SR NOTE - 50000 | $72,841 | $82,743 |
| VERIZON COMMNS INC INTERNOTES 4.9% - 100000 | $100,000 | $102,385 |
| WACHOVIA CAP TR ILL - 200000 | $198,660 | $202,526 |
| WAMU MTG PASS THRU CERT REMIC - 300000 | $2,906 | $3,039 |
| WISCONSIN ENERGY CORP NOTE SER A - 100000 | $99,626 | $85,748 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1500 SHS | $53,954 | $164,235 |
| ALLSTATE CORP DEP SHS REPSTG - 500 SHS | $10,995 | $13,975 |
| AMERICAN ELECTRIC POWER COMPANY INC CORP UNIT - 200 SHS | $9,646 | $10,020 |
| APPLE INC - 13300 SHS | $227,788 | $1,764,777 |
| ARES CAPITAL CORP - 2000 SHS | $33,115 | $33,780 |
| ASPEN INSURANCE HLDGS PFD 5.95% - 1000 SHS | $25,898 | $26,170 |
| ASSOCIATED BANC CORP - 8000 SHS | $6,727 | $136,400 |
| AT&T INC - 2000 SHS | $62,996 | $57,520 |
| BECTON DICKINSON & CO - 1000 SHS | $143,061 | $250,220 |
| BERKSHIRE HATHAWAY INC CL B NEW - 2600 SHS | $244,790 | $602,862 |
| BLACKROCK - 2500 SHS | $52,517 | $67,400 |
| BRISTOL MYERS SQUIBB COMPANY - 1100 SHS | $65,829 | $68,233 |
| COCA-COLA CO - 2000 SHS | $82,921 | $109,680 |
| COMCAST CORP CL A NEW - 1000 SHS | $46,287 | $52,400 |
| DEERE & CO - 700 SHS | $58,146 | $188,335 |
| DISCOVER FINANCIAL SERVICES - 1500 SHS | $85,297 | $135,795 |
| DISCOVERY INC SERC - 2000 SHS | $53,220 | $52,380 |
| DOMINION ENERGY INC - 600 SHS | $48,368 | $45,120 |
| DTE ENERGY CO - 500 SHS | $53,204 | $60,705 |
| DUKE ENERGY CORP NEW - 1000 SHS | $81,580 | $91,560 |
| EASTMAN CHEMICAL CO - 1000 SHS | $77,033 | $100,280 |
| EVERGY INC - 1500 SHS | $83,826 | $83,265 |
| EXXON MOBIL CORP - 2200 SHS | $124,232 | $90,684 |
| FEDL AGRIC MTG CORP - 1000 SHS | $25,602 | $27,210 |
| FEDL AGRIC MTG CORP - 2000 SHS | $50,672 | $54,160 |
| GENERAL DYNAMICS CORP - 700 SHS | $96,540 | $104,174 |
| GILEAD SCIENCES INC - 400 SHS | $43,719 | $23,304 |
| GLOBE LIFE INC. - 1500 SHS | $38,113 | $40,725 |
| GOLDMAN SACHS GROUP INC - 1000 SHS | $23,870 | $27,330 |
| HEARTLAND FUND (RJ) | $1,772,036 | $3,588,489 |
| HERCULES CAPITAL INC - 2000 SHS | $20,000 | $28,840 |
| HONEYWELL INTL INC - 1000 SHS | $105,006 | $212,700 |
| INTL BUSINESS MACHINES CORP - 2000 SHS | $304,525 | $251,760 |
| IRON MOUNTAIN INC NEW - 2000 SHS | $67,938 | $58,960 |
| JOHNSON & JOHNSON - 1500 SHS | $111,874 | $236,070 |
| JPMORGAN CHASE & CO - 200 SHS | $21,466 | $25,414 |
| KEURIG DR PEPPER INC - 1000 SHS | $28,697 | $32,000 |
| KKR & COMPANY INC. - 500 SHS | $13,075 | $13,360 |
| KRAFT HEINZ CO - 1750 SHS | $84,526 | $60,655 |
| L3HARRIS TECHNOLOGIES INC - 1000 SHS | $171,810 | $189,020 |
| LENNAR CORP - 600 SHS | $30,957 | $45,738 |
| LOEWS CORP - 1000 SHS | $43,430 | $45,020 |
| MEDICAL PROPERTIES TRUST - 2000 SHS | $40,928 | $43,580 |
| MEDTRONIC PLC - 1000 SHS | $88,119 | $117,140 |
| MERCK & COMPANY INC NEW - 1000 SHS | $79,100 | $81,800 |
| MICROSOFT CORP - 3500 SHS | $100,496 | $778,470 |
| MONDELEZ INTERNATIONAL - 2000 SHS | $53,337 | $116,940 |
| MORGAN STANLEY DEP PFD SER C 5/85% - 1000 SHS | $26,004 | $28,700 |
| NESTLES A NSRGY - 1000 SHS | $73,965 | $117,800 |
| NORFOLK SOUTHERN CORP - 1500 SHS | $103,084 | $356,415 |
| NORTHROP GRUMMAN CORP - 500 SHS | $158,159 | $152,360 |
| ORACLE CORP ORCL - 3000 SHS | $110,856 | $194,070 |
| PFIZER INC - 2000 SHS | $67,706 | $73,620 |
| PIMCO DYNAMIC CREDIT - 2500 SHS | $55,498 | $53,000 |
| PINNACLE WEST CAPITAL - 1000 SHS | $81,987 | $79,950 |
| PROGRESSIVE CORP OH SER B PFD - 48000 SHS | $48,365 | $50,040 |
| PRUDENTIAL FINANCIAL INC - 2500 SHS | $183,148 | $195,175 |
| REALTY INCOME CORP - 500 SHS | $30,888 | $31,085 |
| RENAISSANCERE HOLDINGS LTD - 500 SHS | $10,532 | $12,650 |
| SOUTHERN COMPANY SO - 1500 SHS | $62,970 | $92,145 |
| TAIWAN SEMICONDUCTOR TSM - 800 SHS | $16,768 | $87,232 |
| TJX COS INC - 2000 SHS | $53,374 | $136,580 |
| TRAVELERS COS INC - 1000 SHS | $91,513 | $140,370 |
| UNION PACIFIC CORP - 500 SHS | $49,517 | $104,110 |
| UNITED PARCEL SERVICE INC CL B - 1500 SHS | $151,275 | $252,600 |
| VANGUARD MMF - 300000 SHS | $300,000 | $300,000 |
| VIATRIS INC - 1000 SHS | $16,495 | $18,740 |
| WALGREENS BOOTS ALLIANCE INC - 1100 SHS | $41,055 | $43,868 |
| WELLS FARGO & CO - 6000 SHS | $210,735 | $181,080 |
| WELLS FARGO & COMPANY - 60 SHS | $75,746 | $91,074 |
| WILLIAMS COS INC - 2000 SHS | $43,769 | $40,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,235 | LegalFeesAmt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,455 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROW DIVERSIFIED ENTERPRISES INC. NOTE RECEIVABLE | $8,905,647 | $8,905,647 | $8,905,647 |
| COMPASS BANK HOLDBACK ESCROW RECEIVABLE | $4,020,546 | $499,721 | $499,721 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $20 | $20 | $0 |
| ADEI INSURANCE | $2,654 | $2,654 | $0 |
| BANK FEES | $780 | $390 | $390 |
| LAKE REDSTONE - INS | $1 | $1 | $0 |
| OFFICE EXPENSES | $9,889 | $4,945 | $4,944 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBVA USA / STEWART TITLE | Desc |
| Revenue And Expenses Per Books | $3,438 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,438 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| BROKER BASIS ADJUSTMENTS | $4,805 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $63,447 | $63,447 | $0 |
| RMC MANAGEMENT FEES | $24,454 | $12,227 | $12,227 |
| RMC ADMINISTRATIVE MGT FEES | $23,546 | $11,773 | $11,773 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD AT SOURCE | $1,306 | $1,306 | $0 |
| FEDERAL EXCISE TAX PAID - PRIOR YEAR | $4,240 | $0 | $0 |
| REAL ESTATE TAXES | $3,193 | $3,193 | $0 |
| FEDERAL ESTIMATED TAX - CURRENT YEAR | $22,211 | $0 | $0 |
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