PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202031539349101408
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-01T16:42:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822843677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULLOFF LEBEN & TAYLOR LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD STE 203 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | 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 | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GALVIN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2020-05-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN LEBEN | PreparerPersonNm |
| PTIN | P01569649 | PTIN |
| Phone | 4147770700 | PhoneNum |
| Preparation | 2020-05-28 | PreparationDt |
| 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 | $789,497 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,791 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $336 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,093 | CashBOYAmt |
| Cash EOY | $26,956 | CashEOYAmt |
| Cash EOYFMV | $26,956 | CashEOYFMVAmt |
| US Government Obligations BOY | $89,473 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $88,938 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $86,110 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $232,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $223,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $441,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,051 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $91,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $595,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $570,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $789,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $595,121 | CapitalStockBOYAmt |
| Capital Stock EOY | $570,982 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $595,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $570,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $595,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $570,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $595,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,139 | ExcessRevenueOverExpensesAmt |
| Subtotal | $570,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $570,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DUN & BRADSTREET STEP 22 | P | 2017-11-21 | 2019-03-10 | $26,472 | $25,771 | $701 | $701 |
| PAYPAL HOLDINGS INC | P | 2014-03-10 | 2019-10-25 | $2,408 | $887 | $1,521 | $1,521 |
| SCHWAB EMERGING MARKETS | P | 2018-10-03 | 2019-10-25 | $3,118 | $3,093 | $25 | $25 |
| GOLDMAN SACHS GR 3.19% | P | 2018-08-24 | 2019-05-24 | $20,000 | $20,010 | -$10 | -$10 |
| PERRIGO CO PLC | P | 2016-05-12 | 2019-01-10 | $1,104 | $2,262 | -$1,158 | -$1,158 |
| PITNEY BOWES INC STEP 20 | P | 2018-07-27 | 2019-12-27 | $25,392 | $24,938 | $454 | $454 |
| PERRIGO CO PLC | P | 2016-04-20 | 2019-01-10 | $1,104 | $3,245 | -$2,141 | -$2,141 |
| AES CORP | P | 2016-04-20 | 2019-10-25 | $3,407 | $1,862 | $1,545 | $1,545 |
| QUALCOMM INC | P | 2018-10-24 | 2019-10-25 | $5,819 | $3,248 | $2,571 | $2,571 |
| ALLERGAN PLC | P | 2016-08-23 | 2019-09-17 | $1,662 | $2,559 | -$897 | -$897 |
| RPM INTERNATIONAL INC | P | 2015-04-17 | 2019-10-25 | $4,971 | $2,419 | $2,552 | $2,552 |
| ALLERGAN PLC | P | 2017-02-17 | 2019-09-17 | $1,662 | $2,491 | -$829 | -$829 |
| T ROWE PRICE GROUP INC | P | 2018-10-24 | 2019-10-25 | $2,734 | $626 | $2,108 | $2,108 |
| COGNIZANT TECH SOL CI A | P | 2014-07-10 | 2019-10-25 | $1,505 | $1,251 | $254 | $254 |
| UNITED PARCEL SRVC | P | 2017-10-26 | 2019-10-25 | $2,889 | $3,012 | -$123 | -$123 |
| ECOLAB INC | P | 2015-04-17 | 2019-05-20 | $7,273 | $4,631 | $2,642 | $2,642 |
| VERIZON COMMUNICATIONS | P | 2018-10-24 | 2019-10-25 | $3,056 | $1,537 | $1,519 | $1,519 |
| ECOLAB INC | P | 2017-02-16 | 2019-05-20 | $2,690 | $1,838 | $852 | $852 |
| VISA INC | P | 2018-10-24 | 2019-10-25 | $8,594 | $899 | $7,695 | $7,695 |
| EVERTEC INC | P | 2014-07-10 | 2019-10-25 | $811 | $487 | $324 | $324 |
| WYNDHAM WORLDWIDE CO | P | 2016-05-12 | 2019-10-25 | $1,140 | $1,734 | -$594 | -$594 |
| EVERTEC INC | P | 2015-04-17 | 2019-10-25 | $6,516 | $4,173 | $2,343 | $2,343 |
| WYNDHAM WORLDWIDE CO | P | 2016-04-20 | 2019-10-25 | $1,140 | $1,966 | -$826 | -$826 |
| EVERTEC INC | P | 2015-11-23 | 2019-10-25 | $1,622 | $794 | $828 | $828 |
| WYNDHAM WORLDWIDE CO | P | 2014-07-10 | 2019-10-25 | $2,281 | $3,819 | -$1,538 | -$1,538 |
| GENERAL ELECTRIC CO | P | 2018-11-28 | 2019-10-23 | $2,272 | $6,947 | -$4,675 | -$4,675 |
| WYNDHAM WORLDWIDE CO | P | 2014-09-09 | 2019-10-25 | $1,140 | $2,063 | -$923 | -$923 |
| GENERAL ELECTRIC CO | P | 2018-11-28 | 2019-10-23 | $1,119 | $961 | $158 | $158 |
| XILINX INC | P | 2018-10-24 | 2019-10-25 | $4,719 | $1,050 | $3,669 | $3,669 |
| NIKE INC | P | 2017-02-16 | 2019-10-25 | $1,871 | $1,126 | $745 | $745 |
| TWEEDY BROWNE GLOBAL VALUE | P | 2014-10-23 | 2019-10-24 | $1,627 | $1,606 | $21 | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,308 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,527 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $727,776 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $747,882 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $741,706 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $769,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $811,113 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074410 | DistributionYr5Rt |
| Total Distribution | 0.397508 | TotalDistributionRt |
| Average Distribution | 0.079502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $737,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,064 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411 | SubtotalAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $411 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEAN GALVIN | IndividualWithBooksNm |
| Phone | 2623777976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 1270 E SHERIDAN BRIDGE LN | OLATHE | KS | 66062 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | VP/SEC | 000.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LN | MEQUON | WI | 53092 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $728,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $748,985 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $748,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $737,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $36,477 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,477 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,477 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,275 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,798 | RemainingDistriFromCorpusAmt |
| Total Corpus | $144,811 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,458 | ExcessFromYear4Amt |
| Excess From Year3 | $23,618 | ExcessFromYear3Amt |
| Excess From Year2 | $30,307 | ExcessFromYear2Amt |
| Excess From Year1 | $24,128 | ExcessFromYear1Amt |
| Excess From Current Year | $28,798 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NON PROFIT | HURRICANE DORIAN RELIEF | $5,000 | ||
| MILWAUKEE ART MUSEUM | ||||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NON PROFIT | FIR YOUR PROGRAMS | $2,000 | ||
| KOHLER ART CENTER | ||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NON PROFIT | FOR YOUTH PROGRAMS | $2,000 | ||
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NON PROFIT | EAST AFRICA CHILDREN'S CRISIS | $3,000 | ||
| SALVATION ARMY | ||||||||
| 11315 W WTERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | NON PROFIT | SAFE HARBOR & JOY HOUSE | $4,000 | ||
| HOPE NETWORK | ||||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| CARE NET PREGNANCY CENTER OF MIL | ||||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 53211 | NON PROFIT | GENERAL SUPPORT | $3,000 | ||
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| ALZHEIMERS ASSOC OF SOUTHEASTERN WI | ||||||||
| 620 S 76TH ST | MILWAUKEE | WI | 53214 | NON PROFIT | FUNDING SERVICES WITHIN WI CHAPTER | $2,000 | SUITE 160 | |
| ADVOCATES OF OZAUKEE COUNTY | ||||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NON PROFIT | CLIENT ASSITANCE & GROCERIES | $2,000 | ||
| ADULT AND TEEN CHALLENGE | ||||||||
| PO BOX 250771 | MILWAUKEE | WI | 53225 | NON PROFIT | MEN & WOMEN PROGRAM | $2,000 | ||
| CATHOLIC EDUCATION FOUNDATION | ||||||||
| 12615 PARALLEL PARKWAY | KANSAS CITY | KS | 66109 | NON PROFIT | GENERAL SUPPORT | $2,000 | ||
| KINDNESS CONNECTION | ||||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $5,000 | ||
| COOKIE CART | ||||||||
| 2655 LYDIARD AVE | EXCELSIOR | MN | 55331 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| OLATHE PREGNANCY CLINIC | ||||||||
| 1313 E SANTA FE | OLATHE | KS | 66061 | NON PROFIT | GENERAL SUPPORT | $2,000 | TWIN TRAIL SHOPPING CENTE | |
| THE HEALING CHAIR | ||||||||
| 12608 SHERWOOD DRIVE | LAEWOOD | KS | 66209 | NON PROFIT | KANSAS CITY DIVISION | $3,000 | ||
| PARKINSON'S RESOURCES OF OREGON | ||||||||
| 8880 SW NIMBUS AVE | BEAVERTON | OR | 97008 | NON PROFIT | GENERAL SUPPORT | $3,000 | SUITE B | |
| FOUNDATION FOR GROSSMONT & CUYAMACA | ||||||||
| 8800 GROSSMONT COLLEGE DR | EL CAJON | CA | 92020 | NON PROFIT | GUARDIAN SCHOLARS FOSTER PROGRAM | $3,000 | COLLEGES | |
| KATHY'S HOUSE | ||||||||
| 600 N 13RD ST | MILWAUKEE | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $2,000 | ||
| LA CAUSA INC | ||||||||
| PO BOX 04188 | MILWAUKEE | WI | 53204 | NON PROFIT | CRISIS NURSERY & RESPITE CENTER | $2,000 | ||
| IMPACT 100 GREATER MILWAUKEE INC | ||||||||
| PO BOX 1061 | BROOKFIELD | WI | 53008 | NON PROFIT | GENERAL SUPPORT | $2,000 | ||
| KVC HEALTH SYSTEMS | ||||||||
| 21350 W153RD ST | OLATHE | KS | 66061 | NON PROFIT | HOLIDAY HERO PROGRAM | $2,500 | ||
| CATHOLIC CHARATIES OF NORTHEAST | ||||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NON PROFIT | EMERGENCY ASSISTANCE & FOOD PANTRY | $1,500 | KANSAS | |
| SLEEPYHEADS BEDS | ||||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| HOT LUNCH SERVICES | ||||||||
| 645 NEBRASKA AVE | KANSAS CITY | KS | 66101 | NON PROFIT | GENERAL SUPPORT | $1,000 | ||
| HISTORIC NORTHEAST EVENTS | ||||||||
| 2657 INDEPENDENCE AVE | KANSAS CITY | MO | 64124 | NON PROFIT | THE EGG | $3,000 | ||
| WHATSOEVER CIRCLE COMMUNITY HOUSE | ||||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,813 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,813 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB CORP BONDS | BondNm |
| EOY Book Value | $122,417 | EOYBookValueAmt |
| EOYFMV | $124,051 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $223,311 | EOYBookValueAmt |
| EOYFMV | $441,549 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $88,938 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $86,110 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB MUTUAL FUNDS | AT COST | $35,241 | $36,659 |
| CHARLES SCHWAB OTHER INVESTMENTS | AT COST | $65,619 | $65,672 |
| CHARLES SCHWAB TREASURY OBLIGATION | AT COST | $8,500 | $8,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES AND CHARGES | CategoryTxt |
| Amt | $44 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $94 | $94 |
| FEDERAL INCOME TAX | $242 | $242 |
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