GALAXY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GALAXY FOUNDATION INC (EIN 20-2060980)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349103403
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:40:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391774588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALAXY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALA | BusinessNameControlTxt |
| Phone | 2623676990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676990 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON M ZUR | PreparerPersonNm |
| PTIN | P00366024 | PTIN |
| Phone | 2627904960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.11.215.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 09:29:03 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 171E21720E2B66A9BE0DF91E1B4A14E0B58C50A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9A0B72BDE935A53880B388BA35F4CC95F8648D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,820,160 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,756 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $103,136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $103,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $114,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,036 | 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 |
| Accounting Fees Rev And Expnss | $2,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $717,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $717,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $717,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$614,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,984,628 | CashBOYAmt |
| Cash EOY | $1,442,791 | CashEOYAmt |
| Cash EOYFMV | $1,442,791 | CashEOYFMVAmt |
| Other Investments BOY | $88,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,377,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,073,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,820,160 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,010 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,010 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,073,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,458,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,073,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,458,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,073,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,073,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$614,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,458,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,458,498 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,907,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,564,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,473,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,355,809 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,348,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074131 | DistributionYr5Rt |
| Total Distribution | 0.138031 | TotalDistributionRt |
| Average Distribution | 0.027606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,362,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,936 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $717,700 | 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 | $1,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $563 | OverpaymentAmt |
| Applied To ES Tax | $563 | 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 | Yes (1) | 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 | ELAINE BURKE | IndividualWithBooksNm |
| Phone | 2623676990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,427,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,985,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,413,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,413,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,362,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $166,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $717,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $717,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,677 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $21,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,609 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $717,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $550,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $659,921 | 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 | $32,677 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $627,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,932 | ExcessFromYear2Amt |
| Excess From Year1 | $54,609 | ExcessFromYear1Amt |
| Excess From Current Year | $550,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MUSEUM OF WI ART | |||||
| 205 VETERANS AVE | WEST BEND | WI | 53095 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $7,500 |
| UNITED WAY | |||||
| 225 W VINE STREET | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| NATIONAL CATHOLIC REPORTER | |||||
| 115 E ARMOUR BLVD | KANSAS CITY | MO | 64111 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| FRANCISCAN PEACEMAKERS | |||||
| 128 W BURLEIGH STREET | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| NOTRE DAME SCHOOL | |||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| ALVERNO COLLEGE | |||||
| 3400 S 43RD STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $300,000 |
| ANGELS GRACE HOSPICE | |||||
| 725 AMERICAN AVE | WAUKESHA | WI | 53188 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| CALL TO ACTION | |||||
| 2135 W ROSCOE 1N | CHICAGO | IL | 60618 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| CHARLES KUBLY FOUNDATION | |||||
| 1341 W MEQUON RD 220 | MEQUON | WI | 53092 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| EDGEWOOD HIGH SCHOOL | |||||
| 2219 MONROE STREET | MADISON | WI | 53711 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| FOUNDATION FOR RELIGIOUS RETIREMENT | |||||
| 3221 S LAKE DRIVE | ST FRANCIS | WI | 53235 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| MERCY HOUSING | |||||
| 1032 E KNAPP STREET | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| MESSMER CATHOLIC SCHOOLS | |||||
| 742 W CAPITOL DR | MILWAUKEE | WI | 53206 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| PAVE | |||||
| 111 W PLEASANT ST 101 | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $8,000 |
| PROJECT RETURN | |||||
| 2821 N 4TH ST 223 | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| ST ANN CENTER | |||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| SALVATION ARMY | |||||
| 11315 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| TALL PINES CONSERVANCY | |||||
| PO BOX 65 | NASHOTAH | WI | 53058 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| WAUKESHA LAND CONSERVANCY | |||||
| W229 N1433 WESTWOOD DR 104 | WAUKESHA | WI | 53186 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| LITERACY SERVICES OF WI | |||||
| 555 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| MIDWEST JESUITS | |||||
| 1010 N HOOKER ST | CHICAGO | IL | 60642 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| SINSINAWA DOMINICANS | |||||
| 585 COUNTY ROAD Z | SINSINAWA | WI | 53824 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| 1000 FRIENDS OF WI | |||||
| 16 N CARROLL ST 800 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| CAPUCHIN COMMUNITY SERVICES | |||||
| 1702 W WALNUT ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| FRIENDS OF BOERNER | |||||
| 9400 BOERNER DRIVE 1 | HALES CORNERS | WI | 53130 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| GUEST HOUSE | |||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $6,000 |
| HAGGERTY MUSEUM | |||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| MILWAUKEE PBS | |||||
| 1036 N 8TH ST 4TH FL | MILWAUKEE | WI | 53233 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| MILWAUKEE REP THEATRE | |||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,500 |
| MILWAUKEE SYMPHONY | |||||
| 1101 N MARKET ST 100 | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $7,000 |
| NOTRE DAME SCHOOL | |||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| TEN CHIMNEYS | |||||
| PO BOX 225 | GENESEE DEPOT | WI | 53127 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| UNITED COMMUNITY CENTER | |||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| WISCONSIN WETLANDS | |||||
| 214 N HAMILTON ST 201 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| WOMEN'S CENTER | |||||
| 505 N EAST AVE | WAUKESHA | WI | 53186 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| WAUKESHA COUNTY COMMUNITY DENTAL CLINIC | |||||
| 210 NW BARSTOW ST 305 | WAUKESHA | WI | 53188 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| GATHERING WATERS | |||||
| 211 S PATERSON ST 270 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| WWBIC | |||||
| 1533 N RIVERCENTER DR | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| LEGAL AID SOCIETY | |||||
| 728 N JAMES LOVELL ST 3RD FL | MILWAUKEE | WI | 53233 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| MILWAUKEE PUBLIC MUSEUM | |||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| BENEDICT CENTER | |||||
| 1849 N DR MARTIN LUTHER KING DR 101 | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $6,000 |
| SIXTEENTH STREET COMMUNITY CENTER | |||||
| 2906 S 20TH ST | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| FRIENDS OF BEAVER LAKE | |||||
| PO BOX 574 | HARTLAND | WI | 53029 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| MILWAUKEE ART MUSEUM | |||||
| 700 NORTH ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| LAKE AREA FREE CLINIC | |||||
| 856 ARMOUR ROAD | OCONOMOWOC | WI | 53066 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| NOTRE DAME SCHOOL | |||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53215 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| LISC | |||||
| 501 SEVENTH AVE 7TH FL | NEW YORK | NY | 10018 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $6,000 |
| CENTER FOR WORKING FAMILIES | |||||
| 12605 W NORTH AVE 130 | BROOKFIELD | WI | 53005 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| BRAIN CHEMISTRY LABS | |||||
| 1130 S HIGHWAY 89 3 | JACKSON | WY | 83001 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| DREAM BIKES | |||||
| 2021 N MARTIN LUTHER KING DR | MILWAUKEE | WI | 53212 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| BUILDING BRAVE INC | |||||
| 301 S BEDFORD ST 6 | MADISON | WI | 53703 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| ST TERESA OF CALCUTTA PARISH | |||||
| PO BOX 68 | NORTH LAKE | WI | 53064 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $8,000 |
| WISCONSIN PUBLIC RADIO | |||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $3,500 |
| UNIVERSITY LAKE SCHOOL (ULS) | |||||
| 4024 NAGAWICKA ROAD | HARTLAND | WI | 53029 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| WORLD BICYCLE RELIEF | |||||
| 1000 W FULTON MARKET 4TH FL | CHICAGO | IL | 60607 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| ACTS HOUSING | |||||
| 2414 W VLIET ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| MARQUETTE WOMEN'S COUNCIL | |||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| MARQUETTE PEACEKEEPING | |||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| ROGERS FOUNDATION | |||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $7,000 |
| TALIESEN PRESERVATION | |||||
| 5607 COUNTY ROAD C | SPRING GREEN | WI | 53588 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| ALPHA SIGMA NU | |||||
| 707 N 11TH ST 330 | MILWAUKEE | WI | 53201 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $500 |
| GUEST HOUSE | |||||
| 1216 N 13TH ST | MILWAUKEE | WI | 53205 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| GOLD IN SEPTEMBER | |||||
| 528D WELLS ST | DELAFIELD | WI | 53018 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| ANN'S HOPE FOUNDATION | |||||
| PO BOX 376 | HARTLAND | WI | 53029 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| COMMUNITY FOR CHILDREN'S JUSTICE | |||||
| PO BOX 683564 | PARK CITY | UT | 84068 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| MEDICAL COLLEGE OF WI | |||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| SALVATORIAN MISSION WAREHOUSE | |||||
| 1303 MILWAUKEE DR | NEW HOLSTEIN | WI | 53061 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| KRADWELL SCHOOL | |||||
| 950 N 12TH ST A511 | MILWAUKEE | WI | 53233 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| US OLYMPIC FOUNDATION | |||||
| ONE OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| FRESHWATER FUTURE | |||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $700 |
| BROOKFIELD ACADEMY | |||||
| 3462 N BROOKFIELD RD | BROOKFIELD | WI | 53045 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| NATIONAL PARK FOUNDATION | |||||
| 1110 VERMONT AVE NW 200 | WASHINGTON | DC | 20005 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| GOODWILL | |||||
| 5400 S 60TH ST | GREENDALE | WI | 53129 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| MUSEUM OF WI ART | |||||
| 205 VETERANS AVE | WEST BEND | WI | 53095 | PROMOTE CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $717,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,144 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,756 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,036 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT OF FOUNDATION ASSETS |
| 4 | INVESTMENT OF FOUNDATION ASSETS |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,310 | Amt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE - TICKER AAPL | AT COST | $42,822 | $96,221 |
| ALPHABET INC A - TICKER GOOGL | AT COST | $11,787 | $104,496 |
| ALPHABET INC C - TICKER GOOG | AT COST | $11,717 | $103,561 |
| FASTENAL CO - TICKER FAST | AT COST | $2,543 | $104,580 |
| FISERV INC - TICKER FISV | AT COST | $13,981 | $734,900 |
| MICROSOFT CORP - TICKER MSFT | AT COST | $5,867 | $233,611 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $330 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF RECOVERY | Desc |
| Revenue And Expenses Per Books | $103,136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $103,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103,136 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED CHECKS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $73,010 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments