FOREST FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOREST FOUNDATION (EIN 45-3014394)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-02
- IRS object ID
- 202031849349100203
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T04:23:36-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391803083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Porter & Sack CPAs SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 Fourier Dr Ste 100 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537171983 | 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 | 453014394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forest Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 6082386830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Forest Street | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara E Klein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D KrebsbachCPA | PreparerPersonNm |
| PTIN | P00493016 | PTIN |
| Phone | 6082338333 | PhoneNum |
| 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 | $2,659,140 | 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 | $1,415,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,682 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,682 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,434 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $440 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $440 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,472,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,556 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,682 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,246 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,246 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,336 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $730 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,006 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,356,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,682 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,537 | CashBOYAmt |
| Cash EOY | $2,078 | CashEOYAmt |
| Cash EOYFMV | $2,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $783,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $783,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $434,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $525,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $626,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $377,283 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $910,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $916,297 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $270,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $309,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $331,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,174,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,530,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,659,140 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,198 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,198 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,198 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,198 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $300,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $300,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $873,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,229,584 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,173,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,529,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,174,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,530,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,173,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,356,579 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,529,584 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,529,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Johnson Bank - details available | P | 2019-01-01 | 2019-05-15 | $135,358 | $139,751 | -$4,393 | -$4,393 |
| Johnson Bank - details available | P | 2000-05-15 | 2019-09-23 | $322,685 | $298,703 | $23,982 | $23,982 |
| Capital Gain Distribution | P | 2000-01-01 | 2019-09-23 | $5,845 | $5,845 | $5,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,393 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,251,734 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06538 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,068,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05803 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,527 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $948,746 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,091 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $846,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,502 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $691,169 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04703 | DistributionYr5Rt |
| Total Distribution | 0.274955 | TotalDistributionRt |
| Average Distribution | 0.054991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,282,844 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,545 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,150 | 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 | $462 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $462 | SubtotalAmt |
| Tax Based On Investment Income | $462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,938 | OverpaymentAmt |
| Applied To ES Tax | $1,938 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Klein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082386830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Forest Street | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Barbara E Klein | ||||||
| 126 Forest Street | Madison | WI | 53726 | President | 1.00 | $0 |
| Daniel A Klein | ||||||
| 126 Forest Street | Madison | WI | 53726 | Vice President | 1.00 | $0 |
| Brandon Krueger | ||||||
| 126 Forest Street | Madison | WI | 53726 | Director | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Funds paid to other 501(c)(3) organizations for operations and programs. | Description1Txt |
| Expenses1 | $100,150 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,202,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,302,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,302,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,282,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $462 | TotalTaxAmt |
| Distributable Before Adj | $63,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $462 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,680 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,150 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,470 | RemainingDistriFromCorpusAmt |
| Total Corpus | $79,392 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,563 | ExcessFromYear4Amt |
| Excess From Year3 | $1,036 | ExcessFromYear3Amt |
| Excess From Year2 | $11,612 | ExcessFromYear2Amt |
| Excess From Year1 | $23,572 | ExcessFromYear1Amt |
| Excess From Current Year | $36,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Brooklyn College Fund | |||||||
| 2900 Bedford Ave | Brooklyn | NY | 11210 | None | Charity | General Operations | $10,000 |
| Planned Parenthood of WI Inc | |||||||
| PO Box 2566 | Madison | WI | 53701 | None | Charity | Support of Justice Fund | $20,000 |
| Women's Medical Fund Inc | |||||||
| PO Box 248 | Madison | WI | 53701 | None | Charity | General Operations | $15,000 |
| Madison Public Library Fdn Inc | |||||||
| 201 W Wilson Street | Madison | WI | 53700 | None | Charity | Support of Monroe Street Liabrary Branch | $5,000 |
| Jewish Foundation Inc | |||||||
| 135 E 64th Street | New York | NY | 10065 | None | Charity | Support of Kitty Holdner Kobrin and Barbara Eden Kobrin Scholarship Fund | $15,000 |
| Wisconsin Public Radio | |||||||
| 821 University Ave | Madison | WI | 53706 | None | Charity | General Operations | $2,000 |
| Four Seasons Theatre | |||||||
| PO Box 55032 | Madison | WI | 53705 | None | Charity | Encourages the development of drama, music, dance and technical skills through educational outreach. | $1,000 |
| Goodman Community Center | |||||||
| 149 Waubesa Street | Madison | WI | 53704 | None | Charity | General Operations | $5,000 |
| UW Foundation - Odyssey Project Fun | |||||||
| 21 N Park St Room 7468 | Madison | WI | 53715 | None | Charity | To empower low income adults to find their voices and get a jumpstart on earning college degrees. | $1,500 |
| The Julliard School | |||||||
| 60 Lincoln Center Plaza | New York | NY | 10023 | None | Charity | General Operations | $2,000 |
| Jewish Social Services Madison INC | |||||||
| 6434 Enterprise Lane | Madison | WI | 53719 | None | Charity | Provide social servives and help individuals and families access needed assistance | $3,000 |
| Madison Senior Center Fdtn | |||||||
| 330 W Mifflin St | Madison | WI | 53703 | None | PF | General Operations | $3,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | Charity | Provides legal representation to prisoners who may have been wrongly convicted, poor prisoners, and others who may have been denied a fair trial. | $4,000 |
| UW Foundation Inc | |||||||
| 1848 University Ave | Madison | WI | 53726 | None | Charity | General Operations | $500 |
| Camp Interlaken | |||||||
| 6255 N Santa Monica Blvd | Milwaukee | WI | 53217 | None | PC | General Operations | $5,150 |
| Depaul University | |||||||
| 1 E Jackson Blvd | Chicago | IL | 60604 | None | PC | General Operations | $5,000 |
| WYSO - Madison Music Makers | |||||||
| 455 N Park Street | Madison | WI | 53711 | None | PC | General Operations | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,434 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Mutual Fund Income | 14 | $310 |
| Nondividend Income | 14 | $130 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,556 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ronald Klein IRA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Forest Street | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,415,450 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation Fees | CategoryTxt |
| Amt | $1,246 | Amt |
| Net Investment Income | $1,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JB Fixed Income | BondNm |
| EOY Book Value | $910,348 | EOYBookValueAmt |
| EOYFMV | $916,297 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JB Domestic Equities | StockNm |
| EOY Book Value | $525,815 | EOYBookValueAmt |
| EOYFMV | $626,307 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JB International Equities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $309,308 | BookValueAmt |
| EOYFMV | $331,225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Revenue And Expenses Per Books | $2,006 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Mutual Fund Income | $310 | $310 |
| Nondividend Income | $130 | $130 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NP - BK | Desc |
| BOY Book Value | $1,198 | BOYBookValueAmt |
| EOY Book Value | $1,198 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $8,336 | Amt |
| Net Investment Income | $8,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Fed ES Payments | $2,959 | |
| Foreign Taxes | $730 | $730 |
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