R & J COPE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- R & J COPE FOUNDATION INC (EIN 82-1039876)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-11
- IRS object ID
- 201900429349100605
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-11T12:52:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISNIEWSKI LAW OFFICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 821039876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & J COPE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WISNIEWSKI LAW OFFICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R&JC | BusinessNameControlTxt |
| Phone | 4142769976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH E LEMERE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142769976 | PhoneNum |
| Signature | 2019-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK G WISNIEWSKI | PreparerPersonNm |
| PTIN | P00285620 | PTIN |
| Phone | 4142769976 | PhoneNum |
| Preparation | 2019-02-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.58.193.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-11 | IPDt |
| IP Tm | 12:52:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83BBC015A7154BEF2C3E92487681EEB61A099541 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83BBC015A7154BEF2C3E92487681EEB61A099541 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $493,338 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $197,495 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,785 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $332 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $166 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $166 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,938 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,969 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,969 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $230 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,687 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $354 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $376 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,812 | CashBOYAmt |
| Cash EOY | $15,347 | CashEOYAmt |
| Cash EOYFMV | $15,347 | CashEOYFMVAmt |
| Corporate Stock BOY | $261,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $325,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $327,326 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $261,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $161,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,665 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $540,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $502,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $493,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $540,604 | UnrestrictedBOYAmt |
| Unrestricted EOY | $502,306 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $540,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $502,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $540,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $502,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $540,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $531 | OtherIncreasesAmt |
| Subtotal | $507,306 | SubtotalAmt |
| Other Decreases | $5,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $502,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VERIZON | P | 2017-12-18 | 2018-08-20 | $12,556 | $12,215 | $341 | $341 |
| SPDR INDEX | P | 2015-12-31 | 2018-08-17 | $959 | $837 | $122 | $122 |
| UNITED TECHNOLOGIES | P | 2018-08-20 | 2018-12-11 | $12,747 | $15,252 | -$2,505 | -$2,505 |
| GSR | P | 2013-11-25 | 2018-11-25 | $86 | $83 | $3 | $3 |
| FEDERATED STRATEGIC | P | 2016-06-21 | 2018-03-14 | $10,000 | $10,813 | -$813 | -$813 |
| SPDR SERIES | P | 2012-03-07 | 2018-08-20 | $35,724 | $39,091 | -$3,367 | -$3,367 |
| CITI | P | 2009-08-14 | 2018-03-14 | $7,171 | $4,257 | $2,914 | $2,914 |
| GSR | P | 2013-11-25 | 2018-12-25 | $83 | $80 | $3 | $3 |
| FEDERATED STRATEGIC | P | 2016-06-21 | 2018-09-27 | $17,761 | $19,008 | -$1,247 | -$1,247 |
| SPDR SERIES | P | 2012-05-11 | 2018-08-20 | $574 | $633 | -$59 | -$59 |
| CITI | P | 2009-08-14 | 2018-08-20 | $2,764 | $1,703 | $1,061 | $1,061 |
| JANUS INVT | P | 2007-10-10 | 2018-12-11 | $3,000 | $1,470 | $1,530 | $1,530 |
| SPDR SERIES | P | 2013-03-14 | 2018-08-20 | $574 | $657 | -$83 | -$83 |
| CITI | P | 2012-10-05 | 2018-08-20 | $11,054 | $5,795 | $5,259 | $5,259 |
| SPDR INDEX | P | 2012-03-07 | 2018-08-17 | $40,803 | $52,412 | -$11,609 | -$11,609 |
| SPDR SERIES | P | 2013-10-01 | 2018-08-20 | $898 | $992 | -$94 | -$94 |
| CITI | P | 2013-03-21 | 2018-08-20 | $20,727 | $14,117 | $6,610 | $6,610 |
| SPDR INDEX | P | 2013-04-01 | 2018-08-17 | $614 | $774 | -$160 | -$160 |
| SPDR SERIES | P | 2014-04-16 | 2018-08-20 | $969 | $1,114 | -$145 | -$145 |
| GSR | P | 2013-11-25 | 2018-01-25 | $81 | $78 | $3 | $3 |
| SPDR INDEX | P | 2013-07-24 | 2018-08-17 | $345 | $410 | -$65 | -$65 |
| SPDR SERIES | P | 2014-06-13 | 2018-08-20 | $467 | $540 | -$73 | -$73 |
| GSR | P | 2013-11-25 | 2018-02-25 | $164 | $158 | $6 | $6 |
| SPDR INDEX | P | 2013-11-07 | 2018-08-17 | $690 | $852 | -$162 | -$162 |
| SPDR SERIES | P | 2014-11-17 | 2018-08-20 | $682 | $757 | -$75 | -$75 |
| GSR | P | 2013-11-25 | 2018-03-25 | $89 | $86 | $3 | $3 |
| SPDR INDEX | P | 2013-12-03 | 2018-08-17 | $2,953 | $3,566 | -$613 | -$613 |
| SPDR SERIES | P | 2015-02-18 | 2018-08-20 | $610 | $672 | -$62 | -$62 |
| GSR | P | 2013-11-25 | 2018-04-25 | $216 | $208 | $8 | $8 |
| SPDR INDEX | P | 2014-01-06 | 2018-08-17 | $537 | $656 | -$119 | -$119 |
| SPDR SERIES | P | 2015-04-17 | 2018-08-20 | $718 | $789 | -$71 | -$71 |
| GSR | P | 2013-11-25 | 2018-05-25 | $83 | $80 | $3 | $3 |
| SPDR INDEX | P | 2014-07-28 | 2018-08-17 | $920 | $1,234 | -$314 | -$314 |
| SPDR SERIES | P | 2015-07-01 | 2018-08-20 | $503 | $537 | -$34 | -$34 |
| GSR | P | 2013-11-25 | 2018-06-25 | $101 | $97 | $4 | $4 |
| SPDR INDEX | P | 2014-10-03 | 2018-08-17 | $805 | $953 | -$148 | -$148 |
| SPDR SERIES | P | 2015-09-02 | 2018-08-20 | $538 | $552 | -$14 | -$14 |
| GSR | P | 2013-11-25 | 2018-07-25 | $168 | $162 | $6 | $6 |
| SPDR INDEX | P | 2015-01-22 | 2018-08-17 | $844 | $945 | -$101 | -$101 |
| SPDR SERIES | P | 2015-10-12 | 2018-08-20 | $431 | $435 | -$4 | -$4 |
| GSR | P | 2013-11-25 | 2018-08-25 | $101 | $98 | $3 | $3 |
| SPDR INDEX | P | 2015-07-02 | 2018-08-17 | $882 | $955 | -$73 | -$73 |
| SPDR SERIES | P | 2015-12-28 | 2018-08-20 | $574 | $542 | $32 | $32 |
| GSR | P | 2013-11-25 | 2018-09-25 | $98 | $94 | $4 | $4 |
| SPDR INDEX | P | 2015-10-12 | 2018-08-17 | $690 | $667 | $23 | $23 |
| SPDR SERIES | P | 2016-03-10 | 2018-08-20 | $503 | $475 | $28 | $28 |
| GSR | P | 2013-11-25 | 2018-10-25 | $167 | $161 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$567 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,164 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $589,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037665 | DistributionYr1Rt |
| Total Distribution | 0.037665 | TotalDistributionRt |
| Average Distribution | 0.037665 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $569,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,528 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,241 | 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 | $74 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74 | SubtotalAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $74 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEITH E LEMERE | IndividualWithBooksNm |
| Phone | 4142769976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEITH E LEMERE | ||||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | PRESIDENT | 000.00 | $20,000 | $0 | $0 |
| FRANCHION K LEMERE | ||||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | VP / TREASUR | 000.00 | $1,250 | $0 | $0 |
| NICHOLAS R LEMERE | ||||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | SECRETARY | 000.00 | $1,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $554,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $578,284 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $578,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $569,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $28,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,241 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,167 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,407 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,064 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,241 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,834 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,898 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,064 | ExcessFromYear2Amt |
| Excess From Current Year | $11,834 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH E LEMERE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WISNIEWSKI LAW OFFICE | AddressLine1Txt |
| Address Line2 | 812 EAST STATE STREET | AddressLine2Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142769976 | RecipientPhoneNum |
| Recipient Email Address | PLEASE WRITE | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION DOES NOT REQUIRE A SPECIFIC APPLICATION FORMAT OR ANY PARTICULAR MATERIALS OTHER THAN AN EXPLANATION FOR THE PURPOSE OF THE PROPOSED GRANT AND A COPY OF THE PROPOSED GRANTEE'S IRS TAX EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL APPLICATIONS SHOULD BE SUBMITTED IN WRITING ON OR BEFORE OCTOBER 31ST OF EACH CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ARE PLACED ON GRANTS OTHER THAN THAT WHICH IS REQUIRED TO MANTAIN THE FOUNDATION'S IRS APPROVED TAX EXEMPT STATUS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN MED FD | ||||||
| 1836 SOUTH AVENUE | LACROSSE | WI | 54601 | NONE | MEDICAL RESEARCH | $20,000 |
| FROEDTERT HOSPITAL FD | ||||||
| 9200 WEST WISCONSIN AVE | MILWAUKEE | WI | 53226 | NONE | MEDICAL RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,068 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,446 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$567 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RBC 918 | $1,100 |
| RBC 916 | $171 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,218 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,218 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL ACCOUNTING | CategoryTxt |
| Amt | $460 | Amt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 916 | ||
| ALPS ETF TR | $69,110 | $43,641 |
| FEDERATED STRAT VALUE | ||
| JANUS INVT FD | $24,219 | $40,551 |
| SPDR DOW JONES | $29,905 | $53,636 |
| SPDR S&P ETF | $31,037 | $47,535 |
| VERISON | ||
| DNP | $22,157 | $20,800 |
| CONSTELLATION | $21,501 | $16,082 |
| CATERPILLAR | $51,599 | $47,016 |
| BLACKSTONE GROUP LP | $18,373 | $14,905 |
| RBC 918 | ||
| BLACKSTONE GROUP LP | $32,748 | $29,810 |
| CITIGROUP INC | ||
| NVIDIA | $25,016 | $13,350 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC INTL 916 | ||
| GLAXOSMITHKLINE | $12,330 | $11,081 |
| ROYAL DUTCH SHELL | $25,565 | $25,475 |
| SPDR INDEX | ||
| RBC INTL 918 | ||
| HSBC HOLDINGS | $18,991 | $17,472 |
| RBC FIXED 916 | ||
| SPDR TRT | ||
| RBC FIXED 918 | ||
| ALLSTATE 6.25% | $17,500 | $17,710 |
| DOUBLELINE | $24,981 | $20,796 |
| PIMCO | $28,077 | $23,010 |
| GSR MORTGAGE LN TRT | $33,850 | $35,121 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WLO | CategoryTxt |
| Legal Fees | $3,938 | LegalFeesAmt |
| Net Investment Income | $1,969 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,969 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 GRANT CLEARING 2019 | Desc |
| Amt | $5,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| WORKERS COMPENSATION INS | $564 | $282 | $282 |
| BANK/CHECK FEES | $133 | $67 | $66 |
| FEDERAL EXPRESS | $23 | $23 | |
| REGISTRATION FEE | $10 | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RBC 918 | $1,100 | $1,100 |
| RBC 916 | $171 | $171 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRINCIPAL | Desc |
| Amt | $531 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RBC 916 | CategoryTxt |
| Amt | $3,687 | Amt |
| Net Investment Income | $3,687 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $377 | |
| FOREIGN TAX | $23 | $23 |
Comments