ADEL B KORKOR MD FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ADEL B KORKOR MD FOUNDATION INC (EIN 47-4758259)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109274
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:55:32-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Acker Behl Accounting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1260 Sentry Dr Suite 160 | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | 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 | 474758259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adel B Korkor MD Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 4148997819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 Sun Valley Dr | AddressLine1Txt |
| City | Delafield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adel Korkor | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4148997819 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Adel | PersonFirstNm |
| Person Last | Korkor | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julie Acker | PreparerPersonNm |
| PTIN | P01793668 | PTIN |
| Phone | 2628960888 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,182,054 | 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 | $161,621 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,384,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,686 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $376,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,548 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,080 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,080 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,797 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $75,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $75,705 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,164 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,892 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,892 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,892 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,892 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,613,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,138,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,138,776 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,645 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,626 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,382 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,019 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,019 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,203 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,203 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,839,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,182,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,182,054 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $72,818 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $871 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $72,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $871 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,767,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,181,183 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,767,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,181,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,839,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,182,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,767,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $383,661 | OtherIncreasesAmt |
| Subtotal | $3,181,183 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,181,183 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,384,496 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,277,810 | CostOrOtherBasisAmt |
| Gain Or Loss | $106,686 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $106,686 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,686 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,703 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,703 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,703 | OriginalReturnOverpaymentAmt |
| Overpayment | $721 | OverpaymentAmt |
| Applied To ES Tax | $721 | AppliedToESTaxAmt |
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 | false | 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 | www.adelbkorkorfoundation.org | WebsiteAddressTxt |
| Individual With Books | Adel Korkor | IndividualWithBooksNm |
| Phone | 4148997819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 Sun Valley Dr Suite 200 | AddressLine1Txt |
| City | Delafield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Adel B Korkor | ||||||||
| 2301 Sun Valley Dr Suite 200 | Delafield | WI | 53018 | President | 10.00 | $0 | $0 | $0 |
| Bassel Korkor | ||||||||
| 1317 Penny Ln | Keller | TX | 76248 | Vice President | 1.00 | $0 | $0 | $0 |
| Julie Acker | ||||||||
| 1260 Sentry Dr Suite 160 | Waukesha | WI | 53189 | Treasurer | 1.00 | $0 | $0 | $0 |
| Mark Blum | ||||||||
| 720 Clinton St | Waukesha | WI | 53187 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,138,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,178,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,178,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,130,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,982 | TotalTaxAmt |
| Distributable Before Adj | $153,535 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $153,535 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $153,535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $343,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $343,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,535 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $247,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $247,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,860 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,325 | RemainingDistriFromCorpusAmt |
| Total Corpus | $437,421 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $437,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $247,096 | ExcessFromYear1Amt |
| Excess From Current Year | $190,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hebron House | ||||||
| 111 E Main St | Waukesha | WI | 53186 | Exempt | Mental Health Education | $1,000 |
| NAMI of Waukesha | ||||||
| 217 Wisconsin Ave Suite 300 | Waukesha | WI | 53186 | Exempt | Mental Health Education | $1,750 |
| Grand Ave Club | ||||||
| 210 E Michigan St | Milwaukee | WI | 53202 | Exempt | Mental Health Education | $250 |
| Family Service of Madison | ||||||
| 128 E Olin Ave | Madison | WI | 53713 | Exempt | Mental Health Education | $2,000 |
| University of Wisconsin-Madison | ||||||
| 1848 University Ave | Madison | WI | 53726 | Exempt | Mental Health Education | $25,000 |
| University of Wisconsin - Milwaukee | ||||||
| PO Box 729 | Milwaukee | WI | 53211 | Exempt | Mental Health Education | $25,000 |
| Mental Health America | ||||||
| 500 Montgomery St Suite 820 | Alexandria | VA | 22314 | Exempt | Mental Health Education | $5,000 |
| West Allis Hope Squad | ||||||
| 9501 W Cleveland Ave | West Allis | WI | 53227 | Exempt | Mental Health Education | $15,000 |
| Penfield Children's Center | ||||||
| 833 North 26th | Milwaukee | WI | 53233 | Exempt | Mental Health Education | $25,000 |
| Humanity Crew | ||||||
| 2311 N 45th St | Seattle | WA | 98103 | Exempt | Mental Health Education | $200 |
| LaCasa de Esperenza | ||||||
| 410 Arcadian Ave | Waukesha | WI | 53186 | Exempt | Mental Health Education | $1,000 |
| Karam Foundation | ||||||
| 230 Northgate 742 | Lake Forest | IL | 60045 | Exempt | Mental Health Education | $12,000 |
| The Bridge | ||||||
| 1818 Corsicana St | Dallas | TX | 75201 | Exempt | Mental Health Education | $375 |
| Marquette University | ||||||
| PO Box 7013 | Carol Stream | IL | 60197 | Exempt | Mental Health Education | $12,500 |
| Medical College of WI | ||||||
| 807 Watertown Plank Rd | Milwaukee | WI | 53226 | Exempt | Mental Health Education | $52,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $214,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,548 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CIBC National Trust Company | |||||||
| 1 | 3290 Northside Pkwy | Atlanta | GA | 30327 | $5,000 | Yes (X) | |
| Debbink Family Fondation | |||||||
| 2 | PO Box 7 | Oconomowoc | WI | 53066 | $15,000 | Yes (X) | |
| Pure Mechanical | |||||||
| 3 | N8W22275 Johnson Dr | Waukesha | WI | 53186 | $20,000 | Yes (X) | |
| Purity Real Estate | |||||||
| 4 | 2301 Sun Valley Dr Suite 160 | Delafield | WI | 53018 | $5,000 | Yes (X) | |
| Reed Dohmen | |||||||
| 5 | 215 N Water St Suite 300 | Milwaukee | WI | 53202 | $10,000 | Yes (X) | |
| Anonymous Stock Donation | |||||||
| 6 | 2301 Sun Valley Dr Suite 200 | Delafield | WI | 53018 | $70,390 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 6 | ContributorNum |
| Noncash Property | 191 shares of SPDR S&P 500 Shares | NoncashPropertyDesc |
| Fair Market Value | $70,390 | FairMarketValueAmt |
| Received | 2020-12-04 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities | AssetDesc |
| Gross Sales Price | $1,384,497 | GrossSalesPriceAmt |
| Basis | $1,277,811 | BasisAmt |
| Total Net | $106,686 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab Investment Account | StockNm |
| EOY Book Value | $3,138,776 | EOYBookValueAmt |
| EOYFMV | $3,138,776 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Camera Equipment | $3,131 | $1,375 | $1,756 |
| Camera Equipment | $2,514 | $251 | $2,263 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PrePaid Excise Tax | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,203 | EOYBookValueAmt |
| EOYFMV | $2,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 5.50.50 Expenses | Desc |
| Revenue And Expenses Per Books | $75,705 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $75,705 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in unrealized gain/loss | Desc |
| Amt | $383,661 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $1,797 | Amt |
Comments