AGUILAR ROSS FOUNDATION LTD: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AGUILAR ROSS FOUNDATION LTD (EIN 39-1914688)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-08-24
- IRS object ID
- 202042449349100804
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-24T09:42:00-04:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264013461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul J Schilling CPA SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1744 Blackhawk Trail | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391914688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGUILAR ROSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGUI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5381 SOUTH 48TH STREET | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francisco Aguilar | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4142320375 | PhoneNum |
| Signature | 2020-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul J Schilling CPA | PreparerPersonNm |
| PTIN | P00037094 | PTIN |
| Phone | 2625745496 | PhoneNum |
| Preparation | 2020-08-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.136.144.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 10:51:27 | IPTm |
| Federal Original Submission Id | 3911042020244z2e44wu | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E7FD26C7786174E386DBA5195A7736EFDC3D731 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E7FD26C7786174E386DBA5195A7736EFDC3D731 | 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 | $400,748 | 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 | $23,411 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,867 | GrossSalesPriceAmt |
| Total Rev And Expnss | $22,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,853 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,835 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,840 | CashBOYAmt |
| Cash EOY | $15,128 | CashEOYAmt |
| Cash EOYFMV | $15,128 | CashEOYFMVAmt |
| Corporate Stock BOY | $328,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $385,620 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $346,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $346,596 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $326,405 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $346,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $326,405 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $326,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| See Attached Schedule | 2020-06-30 | 2020-06-30 | $68,512 | $76,951 | -$8,439 | -$8,439 |
| See attatched schedule | 2020-06-30 | 2020-06-30 | $119,355 | $117,679 | $1,676 | $1,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,763 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,439 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $384,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $371,939 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090069 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $321,653 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $293,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088484 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $368,773 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097621 | DistributionYr5Rt |
| Total Distribution | 0.454363 | TotalDistributionRt |
| Average Distribution | 0.090873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,202 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,202 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | FRANCISCO AGUILAR | IndividualWithBooksNm |
| Phone | 4144210374 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5381 S 48TH ST | AddressLine1Txt |
| City | Greenfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRANCISCO AGUILAR | ||||||||
| 5381 S 48TH ST | Greenfield | WI | 53220 | PRESSEC | 1.00 | $0 | $0 | $0 |
| ELIZABETH ROSS | ||||||||
| 5381 S 48TH ST | Milwaukee | WI | 53220 | VP TREASURER | 0.00 | $0 | $0 | $0 |
| MARK SHILLER | ||||||||
| 111 EAST KILBOURN AVENUE | Milwaukee | WI | 53202 | ASST SEC | 0.00 | $0 | $0 | $0 |
| JOHN EGAN | ||||||||
| 1924 N 71ST STREET | Milwaukee | WI | 53213 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FRANCISCO AGUILAR Jr | ||||||||
| 227 South Monroe Street | Hinsdale | IL | 60521 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MAI PHO | ||||||||
| 227 South Monroe Street | Hinsdale | IL | 60521 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $376,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,280 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $393,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,369 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $19,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,369 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,778 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,603 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,131 | RemainingDistriFromCorpusAmt |
| Total Corpus | $86,734 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,778 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,956 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,396 | ExcessFromYear4Amt |
| Excess From Year3 | $13,807 | ExcessFromYear3Amt |
| Excess From Year2 | $15,147 | ExcessFromYear2Amt |
| Excess From Year1 | $14,475 | ExcessFromYear1Amt |
| Excess From Current Year | $14,131 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francisco G Aguilar | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | San Luis Medical Clinic | RecipientPersonNm |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Vallejo 640 | AddressLine1Txt |
| City | San Luis | CityNm |
| Province Or State | San Luis | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support of the San Luis Medical Clinic in Mexico | GrantOrContributionPurposeTxt |
| Amt | $33,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,500 | 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 | $5,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,763 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$910 | 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 | FRANCISCO G AGUILAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5381 SOUTH 48TH STREET | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,181 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1258 Shares American Movil22 Shares Apple | NoncashPropertyDesc |
| Fair Market Value | $23,181 | FairMarketValueAmt |
| Received | 2019-08-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable Securities | StockNm |
| EOY Book Value | $311,277 | EOYBookValueAmt |
| EOYFMV | $385,620 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $6,835 | $6,835 | $0 | $0 |
| Accounting Fees | $1,250 | $0 | $0 | $0 |
| Bank Service Charges | $396 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francisco G Aguilar | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5381 South 48th Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Income Tax | $694 | $0 | $0 | $0 |
| Foreign Taxes | $17 | $17 | $0 | $0 |
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