ADEL B KORKOR MD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ADEL B KORKOR MD FOUNDATION INC (EIN 47-4758259)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349101932
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:04:04-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2019-01-01 | 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 | 2020-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julie Acker | PreparerPersonNm |
| PTIN | P01793668 | PTIN |
| Phone | 2628960888 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.53.11.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 08:03:58 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9A3DE76F3FD8415A809CAD02C69F8A3262FAE3C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9A3DE76F3FD8415A809CAD02C69F8A3262FAE3C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,072,293 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,665 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $74,689 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $233,762 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $408,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,540 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,110 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,110 | 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 | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $224,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $225,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $312,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $313,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,303 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,892 | AcctRcvblAmt |
| 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 | $2,680,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,613,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,845,716 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,131 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $749 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,742 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,382 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,382 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,813,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,839,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,072,293 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,344 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $72,818 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $21,440 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $73,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,818 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,739,677 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,767,010 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,739,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,767,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,813,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,839,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,739,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,767,010 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,767,010 | 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 | D | HowAcquiredCd |
| Gross Sales Price | $420,411 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $345,722 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,689 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $74,689 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,689 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,801 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,613,251 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028624 | DistributionYr1Rt |
| Total Distribution | 0.028624 | TotalDistributionRt |
| Average Distribution | 0.028624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,718,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,745 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $381,987 | 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 | $1,745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $255 | OverpaymentAmt |
| Applied To ES Tax | $255 | 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 | ||||||||
| PO Box 766 | 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 | $2,686,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,759,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,759,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,718,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,745 | TotalTaxAmt |
| Distributable Before Adj | $134,184 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,184 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $381,987 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,745 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $380,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,184 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,987 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $247,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $247,803 | 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 | $247,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $247,803 | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hebron House | ||||||
| 111 E Main St | Waukesha | WI | 53186 | Exempt | Mental Health Education | $1,000 |
| Mental Health of America Wisconsin | ||||||
| 600 W Virginia St 502 | Milwaukee | WI | 53204 | Exempt | Mental Health Education | $5,000 |
| NAMI of Waukesha | ||||||
| 217 Wisconsin Ave Suite 300 | Waukesha | WI | 53186 | Exempt | Mental Health Education | $500 |
| Grand Ave Club | ||||||
| 210 E Michigan St | Milwaukee | WI | 53202 | Exempt | Mental Health Education | $500 |
| American Foundation for Suicide Prevention | ||||||
| 120 Wall St 29th Floor | New York | NY | 10005 | Exempt | Mental Health Education | $1,750 |
| Family Service of Madison | ||||||
| 128 E Olin Ave | Madison | WI | 53713 | Exempt | Mental Health Education | $500 |
| IOCDF - Wisconsin | ||||||
| PO Box 961029 | Boston | MA | 02196 | Exempt | Mental Health Education | $1,000 |
| 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 |
| MHA - South Mississippi | ||||||
| 4803 Harrison Circle | Gulfport | MS | 39507 | Exempt | Mental Health Education | $242 |
| MHA of East Tennessee | ||||||
| 9050 Executive Park Dr | Knoxville | TN | 37923 | Exempt | Mental Health Education | $446 |
| MHA of the Heartland | ||||||
| 739 Minnesota Ave | Kansas City | KS | 66101 | Exempt | Mental Health Education | $245 |
| MHA of Minnesota | ||||||
| 2233 University Ave W 200 | St Paul | MN | 55114 | Exempt | Mental Health Education | $806 |
| MHA Connecticut | ||||||
| 61 S Main St Suite 100 | West Hartford | CT | 06107 | Exempt | Mental Health Education | $379 |
| MHA Franklin County | ||||||
| 2323 W 5th Ave 160 | Columbus | OH | 43204 | Exempt | Mental Health Education | $601 |
| MHA South Central Kansas | ||||||
| 555 Woodlawn Suite 3105 | Wichita | KS | 67208 | Exempt | Mental Health Education | $667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,636 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $186 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $99,665 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $99,851 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,851 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dohmen Company Foundation | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N Water St Suite 300 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab Investment Account | StockNm |
| EOY Book Value | $2,613,251 | EOYBookValueAmt |
| EOYFMV | $2,845,716 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Camera Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,131 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $749 | AccumulatedDepreciationAmt |
| Book Value | $2,382 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 5.50.50 Expenses | $160,558 | $161,265 |
| Event Fees | $32,689 | $32,689 |
| Video | $31,287 | $31,287 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| 5.50.50 Race Income | $159,073 |
| Income | $74,689 |
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