SMS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SMS FOUNDATION INC (EIN 20-1878599)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-16
- IRS object ID
- 202040769349101134
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-16T13:01:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | 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 | 201878599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMSF | BusinessNameControlTxt |
| Phone | 6085778260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5324 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH E SPENCER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6085778260 | PhoneNum |
| Signature | 2020-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E ROSE CPA | PreparerPersonNm |
| PTIN | P00089463 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2020-02-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.148.196.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-29 | IPDt |
| IP Tm | 16:30:31 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B929D470FAB8027D85E41882740AD1C7455F91E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,524,463 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $171,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,101,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,283 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,494 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,494 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $518,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,590 | CashBOYAmt |
| Cash EOY | $19,940 | CashEOYAmt |
| Cash EOYFMV | $19,940 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $182,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $706,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $706,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,501,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,158,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,158,988 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,638,542 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,638,542 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,711,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,524,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,524,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,711,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,524,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,711,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,524,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,711,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,524,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,711,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,095,381 | OtherIncreasesAmt |
| Subtotal | $8,524,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,524,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-PURCHASED | $1,540,473 | $1,690,456 | -$149,983 | -$149,983 | |
| PUBLICLY TRADED SECURITIES-ACQUIRED BY DONATION | $352,697 | $241,662 | $111,035 | $111,035 | |
| CAPITAL GAINS DIVIDENDS | $208,231 | $208,231 | $208,231 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,283 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $475,817 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,054,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059071 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $431,187 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,471,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,701,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $355,199 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,553,164 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054203 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,746 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,575,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049384 | DistributionYr5Rt |
| Total Distribution | 0.275224 | TotalDistributionRt |
| Average Distribution | 0.055045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,307,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $457,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,033 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $460,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $472,000 | 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 | $3,033 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,033 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,033 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,667 | OverpaymentAmt |
| Applied To ES Tax | $2,667 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS G TIERNEY CPA | IndividualWithBooksNm |
| Phone | 6085778260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HARRISON ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH E SPENCER | ||||||||
| PO BOX 5157 | MADISON | WI | 53705 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW D SILVERSTEIN | ||||||||
| PO BOX 5324 | MADISON | WI | 53705 | VICE PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS G TIERNEY | ||||||||
| 1010 HARRISON ST | MADISON | WI | 53711 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID B BILLING | ||||||||
| PO BOX 1784 | MADISON | WI | 53701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARK SPENCER | ||||||||
| PO BOX 5157 | MADISON | WI | 53705 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,163,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,434,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,434,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,307,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,033 | TotalTaxAmt |
| Distributable Before Adj | $412,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,356 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,033 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,644 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $70,261 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,617 | ExcessFromYear1Amt |
| Excess From Current Year | $59,644 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW D SILVERSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADDED VALUE | |||||||
| PO BOX 310028 | BROOKLYN | NY | 11231 | NOT APPLICABLE | PC | YOUTH EMPOWERMENT AND ENVIRONMENTAL JUSTICE | $10,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NOT APPLICABLE | PC | SUPPORT NATIVE STUDENTS' ACCESS TO HIGHER EDUCATION | $10,000 |
| ARTS & LITERATURE LABORATORY | |||||||
| 2021 WINNEBAGO ST | MADISON | WI | 53704 | NOT APPLICABLE | PC | ENCOURAGE VISUAL, LITERARY AND PERFORMING ARTISTS TO EXPLORE/DEVELOP THEIR CRAFTS | $5,000 |
| ARTS FOR ARTS INC | |||||||
| 107 SUFFOLK ST 300 | NEW YORK | NY | 10002 | NOT APPLICABLE | PC | SUPPORT THE ADVANCEMENT OF FREEJAZZ | $8,000 |
| ARTS HORIZONS | |||||||
| ONE GRAND AVE SUITE 7 | ENGLEWOOD | NJ | 07631 | NOT APPLICABLE | PC | SUPPORT ARTS PROGRAMS FOR CHILDREN | $10,000 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NOT APPLICABLE | PC | PREVENTION OF CRUELTY TO ANIMALS | $10,000 |
| BETHANY APARTMENTS | |||||||
| 806 WISCONSIN AVE | RACINE | WI | 53403 | NOT APPLICABLE | PC | TRANSITIONAL HOUSING FOR VICTIMS OF DOMESTIC ABUSE | $10,000 |
| CHIEF BLACKBIRD CENTER BLACK RIVER BAND | |||||||
| 1 MAPLE LN | ODANAH | WI | 54861 | NOT APPLICABLE | PC | PROVIDE GOVERNMENT SERVICES TO TRIBAL MEMBERS | $10,000 |
| CLEAN LAKES ALLIANCEFRIENDS OF CLEAN LAKES | |||||||
| 150 E GILMAN ST | MADISON | WI | 53703 | NOT APPLICABLE | PC | IMPROVE WATER QUALITY OF LAKES, STREAMS AND WATERSHEDS | $5,000 |
| DANE COUNTY HUMANE SOCIETY | |||||||
| 5132 VOGES RD | MADISON | WI | 53718 | NOT APPLICABLE | PC | CARE OF HOMELESS ANIMALS | $10,000 |
| DANE COUNTY PARENT COUNCILREACH DANE | |||||||
| 2096 RED ARROW TR | MADISON | WI | 53711 | NOT APPLICABLE | PC | FUNDING FOR THE HEAD START PROGRAM | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NOT APPLICABLE | PC | MEDICAL AID TO PERSONS WHOSE SURVIVAL IS THREATENED | $15,000 |
| DOMESTIC ABUSE INTERVENTION SERVICES | |||||||
| PO BOX 1761 | MADISON | WI | 53701 | NOT APPLICABLE | PC | PROVIDE ASSISTANCE TO PEOPLE WHO HAVE EXPERIENCED DOMESTIC ABUSE | $10,000 |
| ENDING DOMESTIC ABUSE WISCONSIN | |||||||
| 1400 E WASHINGTON AVE | MADISON | WI | 53703 | NOT APPLICABLE | PC | TEACH ABOUT HEALTHY RELATIONSHIPS | $5,000 |
| FINE ARTS WORK CENTER OF PROVINCETOWN | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | NOT APPLICABLE | PC | ENCOURAGE/DEVELOP EMERGING VISUAL ARTISTS AND WRITERS | $10,000 |
| FLORIDA KEYS SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 5230 COLLEGE RD | KEY WEST | FL | 33040 | NOT APPLICABLE | PC | PROMOTE HUMANE TREATMENT OF ALL ANIMALS | $10,000 |
| FOUNDATION FOR MADISON PUBLIC SCHOOLS | |||||||
| 455 SCIENCE DR STE 130 | MADISON | WI | 53711 | NOT APPLICABLE | PC | EDUCATIONAL PURPOSES AT THE DISCRETION OF THE CHARITY | $15,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | NOT APPLICABLE | PC | REMOVE BARRIERS TO RECOVERY FROM ADDICTION | $5,000 |
| HIPS ROAD INC | |||||||
| 347 FIFTH AVE | NEW YORK | NY | 10016 | NOT APPLICABLE | PC | SUPPORT FUNDING FOR RECORDING ARTISTS | $8,000 |
| HODAN CENTER INC | |||||||
| 941 W FOUNTAIN ST | MINERAL POINT | WI | 53565 | NOT APPLICABLE | PC | COMMUNITY REHABILITATION PROGRAMS FOR ADULTS WITH DISABILITY | $40,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NOT APPLICABLE | PC | EDUCATE THE ARTISTS AND DESIGNERS OF TOMORROW | $8,000 |
| KEEP WISCONSIN WARM FUND | |||||||
| PO BOX 68 | MADISON | WI | 53701 | NOT APPLICABLE | PC | PROVIDING HEAT AND POWER TO THOSE MOST IN NEED | $10,000 |
| KEY WEST PUBLIC LIBRARY | |||||||
| 700 FLEMING ST | KEY WEST | FL | 33040 | NOT APPLICABLE | PC | PROVIDE LIBRARY SERVICES | $5,000 |
| KIVA MICROFUNDS | |||||||
| 3180 18TH ST | SAN FRANCISCO | CA | 94110 | NOT APPLICABLE | PC | CONNECT PEOPLE THROUGH LENDING FOR THE SAKE OF ALLEVIATING POVERTY | $10,000 |
| MADISON COMMUNITY FOUNDATION | |||||||
| 2 SCIENCE CT | MADISON | WI | 53705 | NOT APPLICABLE | PC | PHILANTHROPY | $25,000 |
| MADISON MUSEUM OF CONTEMPORARY ART | |||||||
| 227 STATE ST | MADISON | WI | 53705 | NOT APPLICABLE | PC | EXHIBIT, COLLECT, PRESERVE AND INTERPRET MODERN AND CONTEMPORARY ART | $10,000 |
| MARTHA'S VINEYARD ANIMAL SHELTER | |||||||
| 1 PENNYWISE PATH | EDGARTOWN | MA | 02539 | NOT APPLICABLE | PC | PROVIDE SHELTER, CARE, LOVE TO DOMESTICATED HOMELESS ANIMALS | $5,000 |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NOT APPLICABLE | PC | SAFEGUARD THE EARTH, ITS PEOPLE, ITS PLANTS AND ANIMALS AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS | $5,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | NOT APPLICABLE | PC | LAND AND WATER CONSERVATION | $5,000 |
| NOTHING BUT NETS - UN FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NOT APPLICABLE | PC | REDUCE MALARIA | $5,000 |
| NOW FOUNDATION | |||||||
| PO BOX 1848 | MERRIFIELD | VA | 22116 | NOT APPLICABLE | PC | SUPPORT FOR WOMEN'S RIGHTS ISSUES | $5,000 |
| OAK BLUFFS LIBRARY | |||||||
| 56R SCHOOL ST | OAK BLUFFS | MA | 02557 | NOT APPLICABLE | PC | BUILD CULTURAL AWARENESS | $5,000 |
| OCEAN CLEAN UP NORTH PACIFIC FOUNDATION | |||||||
| 535 MISSION ST UNIT 1922 | SAN FRANCISCO | CA | 94105 | NOT APPLICABLE | PC | PRESERVE AND PROTECT THE NATURAL OCEAN ENVIRONMENT | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NOT APPLICABLE | PC | EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH | $10,000 |
| PLANNED PARENTHOOD WISCONSIN | |||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | NOT APPLICABLE | PC | EMPOWER ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE HEALTH | $8,000 |
| RECOVERY FOUNDATION | |||||||
| 5005 UNIVERSITY AVE | MADISON | WI | 53705 | NOT APPLICABLE | PC | SUPPORT RECOVERY FROM SUBSTANCE USE DISORDERS | $7,000 |
| SAMUEL'S HOUSE | |||||||
| 1614 TRUESDELL CT | KEY WEST | FL | 33040 | NOT APPLICABLE | PC | PROVIDE HOUSING FOR HOMELESS WOMEN | $10,000 |
| SECOND HARVEST FOOD BANK OF SOUTHERN WISCONSIN | |||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | NOT APPLICABLE | PC | ACQUIRE AND DISTRIBUTE FOOD TO PEOPLE IN NEED | $20,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NOT APPLICABLE | PC | PROVIDE FREE TREATMENT FOR POOR CHILDREN WITH CLEFT AND OTHER MEDICAL PROBLEMS | $5,000 |
| ST COLETTA OF WISCONSIN | |||||||
| N4637 CTY ROAD Y | JEFFERSON | WI | 53549 | NOT APPLICABLE | PC | CREATE OPPORTUNITIES FOR DEVELOPMENTALLY DISABLED PEOPLE | $5,000 |
| STUDIOS OF KEY WEST | |||||||
| 533 EATON ST | KEY WEST | FL | 33040 | NOT APPLICABLE | PC | PROVIDE A SUPPORTIVE ENVIRONMENT FOR CREATIVE EXPERIENCE | $5,000 |
| TRUEFALSE FILM FEST | |||||||
| 5 SOUTH NORTH ST SUITE 205 | COLUMBIA | MO | 65201 | NOT APPLICABLE | PC | SUPPORT OF CINEMATIC ARTS | $7,000 |
| UNICEF | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NOT APPLICABLE | PC | NURTURING AND CARING FOR CHILDREN | $5,000 |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 151 EAST GORHAM ST | MADISON | WI | 53703 | NOT APPLICABLE | PC | IMPROVE SOCIAL/ECONOMIC CONDITIONS OF AFRICAN AMERICANS, POC, ECONOMICALLY DISADVANTAGED | $8,000 |
| UW MADISON SCHOOL OF VETERINARY MEDICINE | |||||||
| 2015 LINDEN DR | MADISON | WI | 53706 | NOT APPLICABLE | PC | EDUCATION | $10,000 |
| WISCONSIN ACADEMY OF SCIENCE ARTS & LETTERS | |||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53726 | NOT APPLICABLE | PC | SHARE GREAT IDEAS FROM SCIENCE, ARTS, AND LETTERS | $5,000 |
| WISCONSIN HUMANITIES COUNCIL | |||||||
| 222 S BEDFORD ST | MADISON | WI | 53703 | NOT APPLICABLE | PC | SUPPORT AND CREATE PROGRAMS THAT USE HISTORY, CULTURE AND DISCUSSION | $10,000 |
| WISCONSIN PUBLIC RADIO | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NOT APPLICABLE | PC | ENLIGHTEN AND ENRICH THE QUALITY OF LIFE FOR LISTENERS | $5,000 |
| WISCONSIN PUBLIC TELEVISION | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NOT APPLICABLE | PC | ENRICH, EDUCATE, AND ENTERTAIN AUDIENCES | $8,000 |
| WISCONSIN SCHOOL OF MUSIC FOUNDATION | |||||||
| 1005 QUINN DR | WAUNAKEE | WI | 53597 | NOT APPLICABLE | PC | PROMOTE AND PERPETUATE MUSIC EDUCATION | $5,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST SW | WASHINGTON | DC | 20037 | NOT APPLICABLE | PC | PROTECT THE FUTURE OF NATURE AND WILDLIFE | $5,000 |
| WORT 899 FM | |||||||
| 118 S BEDFORD ST | MADISON | WI | 53703 | NOT APPLICABLE | PC | ASSIST IN FINANCING LISTENER SPONSORED COMMUNITY RADIO | $5,000 |
| YMCA OF DANE COUNTY | |||||||
| 8001 EXCELSIOR DR | MADISON | WI | 53717 | NOT APPLICABLE | PC | BUILD HEALTHY, CONFIDENT, CONNECTED AND SECURE CHILDREN, ADULTS, FAMILIES AND COMMUNITIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY VIRCHOW KRAUSE, LLP - 2018 TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,494 | Amt |
| Net Investment Income | $2,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABNDX | $311,360 | $311,360 |
| NPSCX | $158,508 | $158,508 |
| TPINX | $343,875 | $343,875 |
| TGTRX | $144,309 | $144,309 |
| TTRCX | $58,989 | $58,989 |
| VFIIX | $365,534 | $365,534 |
| VIPSX | $255,967 | $255,967 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 949763SK3 | $150,105 | $150,105 |
| CWGIX | $313,977 | $313,977 |
| DWGAX | $221,992 | $221,992 |
| AMRMX | $236,591 | $236,591 |
| NEWFX | $520,962 | $520,962 |
| AWSHX | $378,485 | $378,485 |
| CTSIX | $518,293 | $518,293 |
| FLPSX | $227,380 | $227,380 |
| FEFAX | $212,694 | $212,694 |
| SGENX | $631,913 | $631,913 |
| SGGOX | $243,050 | $243,050 |
| FBOIX | $319,665 | $319,665 |
| FROPX | $245,616 | $245,616 |
| HLFMX | $123,355 | $123,355 |
| JENSX | $301,763 | $301,763 |
| FGIAX | $309,191 | $309,191 |
| NPSAX | $65,898 | $65,898 |
| FREAX | $256,967 | $256,967 |
| NSBCX | $218,396 | $218,396 |
| TEMMX | $177,034 | $177,034 |
| VGHAX | $264,380 | $264,380 |
| VWINX | $221,281 | $221,281 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STAFFORD ROSENBAUM LLP- LEGAL/RESEARCH QUALIFYING DONEES | CategoryTxt |
| Legal Fees | $685 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,095,381 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUTTONWOOD PARTNERS, INC. - INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,390 | Amt |
| Net Investment Income | $35,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPT OF TREASURY: IRS-2019 EXCISE TAX ESTIMATED TAX PAYMENT | $5,700 | $0 | $0 |
| DEPT OF TREASURY: IRS-2018 EXCISE TAX BALANCE DUE | $1,771 | $0 | $0 |
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