STEPHENS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENS FAMILY FOUNDATION INC (EIN 20-4617210)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202001329349101020
- Schema version
- 2019v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T11:25:42-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilker & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 511454 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204617210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 4148993454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathy Eurich | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4148993454 | PhoneNum |
| Signature | 2020-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David L Hilker | PreparerPersonNm |
| Phone | 4142645330 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $9,771,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $18,452 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,452 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $537,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $543,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $543,643 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,905 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $543,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,124,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,963,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,963,976 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,186,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,807,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,807,394 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,311,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,771,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,771,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,408,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,408,204 | CapitalStockEOYAmt |
| Retained Earning BOY | -$96,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,363,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,311,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,311,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,771,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,311,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,315,748 | OtherIncreasesAmt |
| Subtotal | $9,771,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300sh Northern Technologies | P | 2018-04-17 | 2019-07-19 | $3,507 | $4,007 | -$500 | -$500 |
| 200sh Northern Technologies | P | 2018-04-17 | 2019-07-19 | $2,328 | $2,671 | -$343 | -$343 |
| 300sh Northern Technologies | P | 2018-04-17 | 2019-08-06 | $3,100 | $4,007 | -$907 | -$907 |
| 828sh Northern Technologies | P | 2018-04-17 | 2019-08-07 | $8,573 | $11,059 | -$2,486 | -$2,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,382 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,074,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.041476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $298,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,617,102 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.053089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,638 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,243,931 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.052182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $224,696 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,509,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.040782 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,207,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.035923 | DistributionYr5Rt |
| Total Distribution | 000000.223452 | TotalDistributionRt |
| Average Distribution | 000000.044690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,230,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $412,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $379,608 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,873 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,873 | SubtotalAmt |
| Tax Based On Investment Income | $10,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $13,200 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,327 | OverpaymentAmt |
| Applied To ES Tax | $2,327 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | KATHERINE EURICH | IndividualWithBooksNm |
| Phone | 4148993454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| ANDREW C STEPHENS | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 000.25 | $0 |
| JANE E KIM | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 002.00 | $0 |
| KATHERINE A EURICH | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | TREAS/ASST SEC | 002.00 | $0 |
| SUNHEE LEE | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | SECRETARY | 000.25 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO QUALIFIED CHARITIES | Description1Txt |
| Expenses1 | $375,208 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,362,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,007,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,370,712 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,370,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,230,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $461,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $461,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,873 | TotalTaxAmt |
| Distributable Before Adj | $450,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $450,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $450,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,608 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $379,608 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $379,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $240,022 | UndistributedIncomePYAmt |
| Qualifying Distributions | $379,608 | QualifyingDistributionsAmt |
| Applied To Year1 | $240,022 | AppliedToYear1Amt |
| Applied To Current Year | $139,586 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $311,049 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW STEPHENS | ContributingManagerNm |
| Contributing Manager | JANE KIM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHERINE EURICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4148993454 | RecipientPhoneNum |
| Form And Info And Materials | OPEN LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Messengers of Mercy | |||||
| 25W560 Geneva Road | Carol Stream | IL | 60188 | Religious/General Fund | $10,000 |
| All in Milwaukee | |||||
| 135 W Wells Street suite 100 | Milwaukee | WI | 53202 | Education Assistance | $5,000 |
| Big Brothers Big Sisters Milwaukee | |||||
| 788 N Jefferson Street | Milwaukee | WI | 53202 | Mentor 2.0 Program | $20,000 |
| United Way | |||||
| 225 W Vine Street | Milwaukee | WI | 53212 | Big Brothers Big Sisters | $14,000 |
| United Way | |||||
| 225 W Vine Street | Milwaukee | WI | 53212 | General Campaign | $6,000 |
| University School of Milwaukee | |||||
| 2100 Fairy Chasm Road | Mequon | WI | 53092 | MCP Scholarship Funds | $124,208 |
| Milwaukee Institute of Art & Design | |||||
| 273 E Erie Street | Milwaukee | WI | 53202 | Education | $20,000 |
| Malaika Early Learning Center | |||||
| 125 W Auer Avenue | Milwaukee | WI | 53212 | Early Childhood Education | $5,000 |
| Milwaukee Excellence Academy | |||||
| 4950 N 24th Street | Milwaukee | WI | 53209 | Education | $20,000 |
| Boys & Girls Club Milwaukee | |||||
| 1558 N 6th Street | Milwaukee | WI | 53212 | Youth Development Programs | $10,000 |
| DanceWorks | |||||
| 1661 N Water Street | Milwaukee | WI | 53202 | Madhot Ballroom Tap | $5,000 |
| United Performing Arts Fund | |||||
| 301 W Wisconsin Avenue | Milwaukee | WI | 53203 | First Stage Theatre | $20,000 |
| First Stage Theatre | |||||
| 325 W Walnut Street | Milwaukee | WI | 53212 | General Campaign | $30,000 |
| Cristo Rey Jesuit High School | |||||
| 1215 S 45th Street | West Milwaukee | WI | 53214 | Education | $10,000 |
| United Community Center | |||||
| 1028 S 9th Street | Milwaukee | WI | 53204 | Education | $50,000 |
| Fox Point Lutheran | |||||
| 7510 N Santa Monica Blvd | Fox Point | WI | 53217 | Religious/General Fund | $11,000 |
| University School of Milwaukee | |||||
| 2100 Fairy Chasm Road | Mequon | WI | 53092 | Athletic Equipment | $5,000 |
| Smith College | |||||
| 10 Elm Street | Northampton | MA | 01063 | Smith Fund Scholarships | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,208 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,452 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $543,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $543,643 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hilker Associates | CategoryTxt |
| Amt | $400 | Amt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED BY THE STATE OF WISCONSIN | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11376 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $389,113 | $389,113 |
| 90636 shares of ARTISAN MIDCAP FUND | $1,766,288 | $1,766,288 |
| 143509 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $4,620,013 | $4,620,013 |
| COMMON STOCKS | $31,980 | $31,980 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $1,315,748 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foundation Consultant | CategoryTxt |
| Amt | $4,000 | Amt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | CategoryTxt |
| Amt | $19,905 | Amt |
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