GEORGE KRESS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE KRESS FOUNDATION (EIN 39-6050768)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349103030
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:50:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY GROUP LP | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396050768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE KRESS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9204335192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19017 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543019017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE HANSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204335192 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN CRONK | PreparerPersonNm |
| PTIN | P01288895 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,598,419 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $648,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $648,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $743,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,098,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,264 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,391,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,391,614 | 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 |
| Other Prof Fees Rev And Expnss | $101,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,649,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,649,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,765,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,649,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,626,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,287,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,707 | CashBOYAmt |
| Cash EOY | $7,660 | CashEOYAmt |
| Cash EOYFMV | $7,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $337,349 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $662,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $662,110 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,953,978 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,569,265 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,553,208 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,431,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,726,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,464,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,641,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,040,368 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,910,521 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,381,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,005,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,598,419 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,381,724 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,005,842 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,381,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,005,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,381,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,005,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,381,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,626,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,008,009 | SubtotalAmt |
| Other Decreases | $2,167 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,005,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,997,489 | $5,355,535 | $641,954 | $641,954 | |
| CAPITAL GAINS DIVIDENDS | $101,310 | $101,310 | $101,310 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,264 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,903 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,903 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,871 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,871 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,968 | OverpaymentAmt |
| Applied To ES Tax | $24,968 | 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 | MICHELLE HANSEN | IndividualWithBooksNm |
| Phone | 9204335192 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19017 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543019017 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE HANSEN | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | PRESIDENT | 35.00 | $0 | $0 | $0 |
| JOHN KRESS | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| INGRID KRESS | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM KRESS | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL WICKMAN | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TERRY WICKMAN | ||||||||
| PO BOX 19017 | GREEN BAY | WI | 543019017 | VICE PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED TRUST COMPANY NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12800 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $101,441 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,255,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,548,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,548,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,149,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,307,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,307,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,903 | TotalTaxAmt |
| Distributable Before Adj | $1,289,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,289,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,289,588 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,649,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,649,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,289,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,053,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,653,949 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,150,536 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,366,262 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,465,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,689,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,649,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,289,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,360,078 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,049,995 | 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 | $3,053,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,996,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,653,949 | ExcessFromYear4Amt |
| Excess From Year3 | $2,150,536 | ExcessFromYear3Amt |
| Excess From Year2 | $2,366,262 | ExcessFromYear2Amt |
| Excess From Year1 | $2,465,388 | ExcessFromYear1Amt |
| Excess From Current Year | $3,360,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE BROWN COUNTY | ||||||||
| 441 S JACKSON STREET SUITE 201 | GREEN BAY | WI | 54301 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| ADULT & TEEN CHALLENGE NORTHEASTERN WISCONSIN | ||||||||
| 999 N MILITARY AVENUE | GREEN BAY | WI | 54303 | N/A | PC | RESIDENTIAL RECOVERY PROGRAM FOR MEN (PAYMENT 2 OF 2) | $100,000 | |
| ALDO LEOPOLD COMMUNITY SCHOOL | ||||||||
| 622 ELIZA SREET | GREEN BAY | WI | 54301 | N/A | PC | EXPERIENTIAL EDUCATION AT ALDO LEOPOLD COMMUNITY SCHOOL | $2,500 | |
| ARKANSAS COMMUNITY FOUNDATION | ||||||||
| PO BOX 51110 | LITTLE ROCK | AR | 72202 | N/A | PC | MEMORIAL | $5,000 | |
| ARKANSAS COMMUNITY FOUNDATION CONWAY COUNTY SCHOOL COUNTS | ||||||||
| PO BOX 282 | MORRILTON | AR | 72110 | N/A | PC | PROVIDING EDUCATION FOR STUDENTS (PAYMENT 2 OF 3) | $33,000 | |
| ASHWAUBENON PERFORMING ARTS CENTER - ASHWAUBENON SCHOOL DISTRICT | ||||||||
| 2391 SOUTH RIDGE ROAD | GREEN BAY | WI | 54304 | N/A | GOV | SPONSORSHIP TO SUPPORT PERFORMING ARTS | $10,000 | |
| ASHWAUBENON YOUTH BASEBALL | ||||||||
| 900 ANDERSON DRIVE | ASHWAUBENON | WI | 54304 | N/A | PC | MEMORIAL | $250 | |
| ASPIRO | ||||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | N/A | PC | MATCHING GIFT SPONSOR | $3,000 | |
| AWAKEN | ||||||||
| PO BOX 956 | GREEN BAY | WI | 54305 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BELLIN HEALTH FOUNDATION | ||||||||
| PO BOX 23400 | GREEN BAY | WI | 54305 | N/A | PC | IN FULL EMBRACE-NICU CAMPAIGN (3 OF 4) | $250,000 | |
| BELLIN HEALTH FOUNDATION | ||||||||
| PO BOX 23400 | GREEN BAY | WI | 543053400 | N/A | PC | BELLIN RUN GOLD SPONSOR | $12,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | ||||||||
| 613 N 5TH STREET SUITE 203 | WAUSAU | WI | 54403 | N/A | PC | BOWL FOR KIDS SAKE | $2,500 | |
| BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN | ||||||||
| 520 N BROADWAY SUITE 220 | GREEN BAY | WI | 54303 | N/A | PC | MISSION PARTNER | $15,000 | |
| BIRDER STUDIO OF PERFORMING ARTS FUND | ||||||||
| 125 S BROADWAY | DEPERE | WI | 54115 | N/A | PC | ARTS EDUCATION FOR UNDERSERVED STUDENTS | $5,000 | |
| BOY SCOUTS OF AMERICA BAY-LAKES COUNCIL | ||||||||
| PO BOX 267 | APPLETON | WI | 549120267 | N/A | PC | GOLDEN EAGLE SPONSORSHIP | $2,750 | |
| BOYS & GIRLS CLUB OF GREATER GREEN BAY | ||||||||
| 1451 UNIVERSITY AVENUE | GREEN BAY | WI | 54302 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | ||||||||
| 1710 N 2ND ST | WAUSAU | WI | 54403 | N/A | PC | CAREER & WORKFORCE DEVELOPMENT | $10,000 | |
| BRAIN CENTER OF GREEN BAY INC | ||||||||
| 2801 S WEBSTER | GREEN BAY | WI | 54301 | N/A | PC | OUTREACH PROGRAMS/EVENT SPONSOR/LEGACY FUND | $50,000 | |
| BRIDGE HOSPICE | ||||||||
| 950 W WOOSTER STREET | BOWLING GREEN | OH | 43402 | N/A | PC | MEMORIAL | $1,000 | |
| BRIDGES TO A NEW DAY | ||||||||
| 16151 WEBER ROAD SUITE LL 60 | CREST HILL | IL | 60403 | N/A | PC | COUNSELING SERVICES FOR FAMILIES AND CHILDREN | $1,000 | |
| BROWN COUNTY CIVIC MUSIC ASSOCIATION | ||||||||
| 1150 HILL DR | HOBART | WI | 54155 | N/A | PC | CHANTICLEER CONCERT PRESENTED BY BROWN COUNTY CIVIC MUSIC ASSOCIATION | $12,500 | |
| BROWN COUNTY CIVIC MUSIC ASSOCIATION | ||||||||
| 1150 HILL DR | HOBART | WI | 54155 | N/A | PC | BROWN COUNTY CIVIC MUSIC | $20,000 | |
| BROWN COUNTY UNITED WAY | ||||||||
| PO BOX 1593 | GREEN BAY | WI | 54305 | N/A | PC | UNITED WAY ANNUAL CAMPAIGN | $75,000 | |
| CELLCOM GREEN BAY MARATHON | ||||||||
| PO BOX 22490 | GREEN BAY | WI | 54305 | N/A | PC | CELLCOM GREEN BAY MARATHON SPONSOR | $15,000 | |
| CESA 7 | ||||||||
| 595 BAETEN ROAD | GREEN BAY | WI | 54304 | N/A | PC | SUPPORTING CHILDREN WITH LITERACY DEVELOPMENT. | $50,000 | |
| CLEAN WATER ACTION COUNCIL OF NORTHEASTERN WISCONSIN INC | ||||||||
| PO BOX 9144 | GREEN BAY | WI | 54308 | N/A | PC | MATCHING GRANT FOR OPERATING EXPENSES. | $3,940 | |
| COLLEGEREADY | ||||||||
| 715 SUPERIOR ROAD SUITE 102 | GREEN BAY | WI | 54311 | N/A | PC | LAMP OF KNOWLEDGE | $15,000 | |
| COON RAPIDS ROTARY FOUNDATION | ||||||||
| PO BOX 48905 | COON RAPIDS | MN | 55448 | N/A | PC | COON RAPIDS SAMPLER OCTOBERFEST | $1,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF BROWN COUNTY | ||||||||
| 414 E WALNUT STREET SUITE 170 | GREEN BAY | WI | 54301 | N/A | PC | CASA OF BROWN COUNTY - PROGRAM SUPPORT | $10,000 | |
| CP INC | ||||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | N/A | PC | CP TELETHON PROGRAM SUPPORT & CENTER UPDATES | $262,500 | |
| CURATIVE CONNECTIONS | ||||||||
| 2900 CURRY LANE PO BOX 8027 | GREEN BAY | WI | 543028027 | N/A | PC | YESTER YEAR VILLAGE CAMPAIGN (3 OF 3) | $80,000 | |
| DOOR COUNTY BOOKMOBILE INC | ||||||||
| 7590 SUNNY POINT RD | EGG HARBOR | WI | 54209 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| DOOR COUNTY MARITIME MUSEUM & LIGHTHOUSE PRESERVATION SOCIETY INC | ||||||||
| 120 NORTH MADISON AVENUE | STURGEON BAY | WI | 54235 | N/A | PC | DOOR COUNTY MARITIME MUSEUM ARCHIVES BUILDING | $500,000 | |
| DOWNTOWN GREEN BAY CHARITIES INC | ||||||||
| 130 E WALNUT STREET SUITE 501 | GREEN BAY | WI | 54301 | N/A | PC | ARTFEST GREEN BAY CO-SPONSORSHIP | $17,500 | |
| DOWNTOWN GREEN BAY CHARITIES INC | ||||||||
| 130 E WALNUT STREET SUITE 501 | GREEN BAY | WI | 54301 | N/A | PC | HEART OF THE CITY | $3,500 | |
| DOWNTOWN GREEN BAY CHARITIES INC | ||||||||
| 130 E WALNUT STREET SUITE 501 | GREEN BAY | WI | 54301 | N/A | PC | LEADERSHIP GREEN BAY -KAYAK RENTAL KIOSK | $5,000 | |
| EAST HIGH GRIDIRON INC | ||||||||
| 709 S ROOSEVELT STREET | GREEN BAY | WI | 54301 | N/A | PC | GREEN BAY EAST HIGH SCHOOL FOOTBALL CLUB | $5,000 | |
| EMILY'S NINJAS LLC | ||||||||
| 2503 REMINGTON ROAD | GREEN BAY | WI | 54302 | N/A | PC | EMILY'S NINJAS | $500 | |
| ENCOMPASS EARLY EDUCATION & CARE INC | ||||||||
| PO BOX 1627 1823 S WEBSTER AVE | GREEN BAY | WI | 543051627 | N/A | PC | THE BIG EVENT | $5,000 | |
| ENVISION GREATER GREEN BAY | ||||||||
| PO BOX 625 | GREEN BAY | WI | 54305 | N/A | PC | WORLD FUTURES DAY | $3,000 | |
| FAITH LUTHERAN CHURCH | ||||||||
| 2335 SOUTH WEBSTER AVENUE | GREEN BAY | WI | 54301 | N/A | PC | MEMORIAL | $2,000 | |
| FAMILY SERVICES OF NORTHEAST WI | ||||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | N/A | PC | GREEN & GOLD GALA | $30,000 | |
| FATHER ALLOUEZ CATHOLIC SCHOOL | ||||||||
| 2575 S WEBSTER AVENUE | GREEN BAY | WI | 54301 | N/A | PC | ROARING TWENTIES PROGRAM SUPPORT | $1,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND - SPIRIT OF CHILDREN | ||||||||
| 6826 BLACK HORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 082344197 | N/A | PC | SPIRIT OF CHILDREN 1026012 | $15,000 | |
| FINE ARTS INSTITUTE OF EAST HIGH | ||||||||
| 1415 E WALNUT STREET | GREEN BAY | WI | 54301 | N/A | PC | EAST HIGH FINE ARTS | $500 | |
| FOOD ON THE MOVE INC | ||||||||
| PO BOX 1626 | TULSA | OK | 74101 | N/A | PC | FOOD ON THE MOVE | $15,000 | |
| FOUNDATIONS HEALTH & WHOLENESS INC | ||||||||
| 1061 W MASON STREET | GREEN BAY | WI | 54303 | N/A | PC | ETHICS IN ACTION HONORS EVENT | $25,000 | |
| FREEDOM HOUSE MINISTRIES INC | ||||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | N/A | PC | ANNUAL PROGRAM SUPPORT | $15,000 | |
| FRIENDS OF BAY BEACH INC | ||||||||
| 1740 COFRIN DRIVE | GREEN BAY | WI | 54302 | N/A | PC | BAY BEACH ALL-INCLUSIVE PLAYGROUND (PAYMENT 2 OF 2) | $500,000 | |
| FRIENDS OF PALS YOUTH AND FAMILIES INC | ||||||||
| PO BOX 1202 | GREEN BAY | WI | 543051202 | N/A | PC | BROWN COUNTY FAMILY CENTER | $75,000 | |
| FRIENDS WISCONSIN STATE PARKS | ||||||||
| S2815 BRIAR BLUFF RD | REEDSBURG | WI | 53959 | N/A | PC | UPGRADE FOX RIVER TRAIL (PAYMENT 2 OF 2) | $50,000 | |
| GOLDEN HOUSE | ||||||||
| 1120 UNIVERSITY AVENUE PO BOX 727 | GREEN BAY | WI | 543050727 | N/A | PC | SHOW OF STRENGTH | $7,500 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | LEADERSHIP GREEN BAY 2024 | $5,000 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | TEEN LEADERSHIP 2024 | $5,000 | |
| GREATER GREEN BAY CHAMBER FOUNDATION | ||||||||
| 300 N BROADWAY SUITE 3A | GREEN BAY | WI | 54303 | N/A | PC | GOLDEN APPLE AWARDS 2024 | $20,000 | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 400 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | GIVE BIG GREEN BAY | $21,503 | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 400 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | WOMEN'S FUND | $3,500 | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 400 S WASHINGTON STREET | GREEN BAY | WI | 54301 | N/A | PC | CORNERSTONE COMMUNITY ICE CENTER | $500,000 | |
| GREATER GREEN BAY HABITAT FOR HUMANITY | ||||||||
| 1967 ALLOUEZ AVENUE | GREEN BAY | WI | 54311 | N/A | PC | RESTORE TRUCK | $50,000 | |
| GREATER GREEN BAY YMCA INC | ||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 543015126 | N/A | PC | YMCA ANNUAL SUPPORT | $30,000 | |
| GREEN BAY AREA PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||
| 200 S BROADWAY | GREEN BAY | WI | 54303 | N/A | PC | GBAPS EDUCATION FOUNDATION | $30,000 | |
| GREEN BAY BOTANICAL GARDENS | ||||||||
| 2600 LARSEN ROAD | GREEN BAY | WI | 54303 | N/A | PC | GARDEN OF LIGHTS | $5,000 | |
| GREEN BAY BOTANICAL GARDENS | ||||||||
| 2600 LARSEN ROAD | GREEN BAY | WI | 54303 | N/A | PC | NATURE NURTURES CAMPAIGN (3 OF 4) | $250,000 | |
| GREEN BAY BOTANICAL GARDENS | ||||||||
| 2600 LARSEN ROAD | GREEN BAY | WI | 54303 | N/A | PC | EDUCATION PROGRAMS & ACTIVITIES SPONSOR | $2,500 | |
| GREEN BAY SAIL & PADDLE | ||||||||
| 101 BAY BEACH RD | GREEN BAY | WI | 54302 | N/A | PC | STEM CAMP SCHOLARSHIP | $3,500 | |
| HOUSE OF HOPE GREEN BAY INC | ||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | N/A | PC | TOUCHDOWNS FOR HOPE | $5,000 | |
| INTERNATIONAL CORRUGATED PACKAGING FOUNDATION | ||||||||
| 500 PARK BOULEVARD SUITE 985 | ITASCA | IL | 60143 | N/A | PC | CIRCLE OF DISTINGUISHED LEADERS-PROGRAM SUPPORT | $10,000 | |
| JACK LINK'S AQUATIC & ACTIVITY CENTER | ||||||||
| 714 WEST HOKAH STREET | MINONG | WI | 54859 | N/A | PC | AQUATIC & ACTIVITY CENTER | $10,000 | |
| JERRY PARINS CRUISE FOR CANCER FOUNDATION | ||||||||
| 1966 VELP AVENUE | GREEN BAY | WI | 54303 | N/A | PC | JERRY PARINS CRUISE FOR CANCER | $1,000 | |
| JOURNEY TO ADULT SUCCESS | ||||||||
| PO BOX 11301 | GREEN BAY | WI | 54307 | N/A | PC | CONNECTING YOUNG ADULTS LEAVING FOSTER CARE | $2,500 | |
| JUNIOR ACHIEVEMENT OF WI INC - GREATER GREEN BAY AREA | ||||||||
| 320 MAIN AVENUE SUITE 101 | DE PERE | WI | 54115 | N/A | PC | JUNIOR ACHIEVEMENT GREATER GB | $15,000 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN NCW | ||||||||
| 300 3RD STREET SUITE L04 | WAUSAU | WI | 54403 | N/A | PC | NORTHCENTRAL WI JUNIOR ACHIEVEMENT | $3,500 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN NCW | ||||||||
| 300 3RD STREET SUITE L04 | WAUSAU | WI | 54403 | N/A | PC | NORTHCENTRAL WI JUNIOR ACHIEVEMENT | $3,500 | |
| LAKELAND UNIVERSITY | ||||||||
| W3718 SOUTH DRIVE | PLYMOUTH | WI | 53073 | N/A | PC | ANNUAL SCHOLARSHIPS | $7,500 | |
| LEIGH YAWKEY WOODSON ART MUSEUM | ||||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 54403 | N/A | POF | WOMEN REFRAME AMERICAN LANDSCAPE: ACTIVITY GUIDES & ART KITS | $1,500 | |
| LITERACY GREEN BAY INC | ||||||||
| 424 S MONROE AVENUE | GREEN BAY | WI | 54301 | N/A | PC | EVENT BUNDLE | $5,000 | |
| MAKE A WISH WISCONSIN | ||||||||
| 200 E WASHINGTON STREET SUITE 2F | APPLETON | WI | 54911 | N/A | PC | MAKE A WISH-GOURMET WISHES | $3,000 | |
| MARCH OF DIMES | ||||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | N/A | PC | MARCH FOR BABIES-PROGRAM SUPPORT | $2,500 | |
| MARTIN LUTHER COLLEGE | ||||||||
| 1995 LUTHER COURT | NEW ULM | MN | 56073 | N/A | PC | MEMORIAL | $250 | |
| MYTEAM TRIUMPH WISCONSIN | ||||||||
| 1307 BROOKFIELD AVE | GREEN BAY | WI | 54313 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| NASHVILLE COACHING COALITION | ||||||||
| 2416 21ST AVE SOUTH SUITE 203A | NASHVILLE | TN | 37212 | N/A | PC | NASHVILLE COACHING COALITION | $10,000 | |
| NATIONAL FIRE SAFETY COUNCIL INC | ||||||||
| 100 N JEFFERSON ST ROOM 403 | GREEN BAY | WI | 54301 | N/A | PC | FIRE SAFETY | $1,500 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 306 | CONSHOHOCKEN | PA | 19428 | N/A | PC | EAST WEST LABEL-MS WALK | $1,000 | |
| NATIONAL RAILROAD MUSEUM INC | ||||||||
| 2285 SOUTH BROADWAY STREET | GREEN BAY | WI | 543044832 | N/A | PC | FULL STEAM AHEAD (PAYMENT 1 OF 4) | $250,000 | |
| NEVILLE PUBLIC MUSEUM FOUNDATION | ||||||||
| PO BOX 325 | GREEN BAY | WI | 54305 | N/A | PC | NEVILLE PUBLIC MUSEUM FOUNDATION - 2025 EXHIBITS AND PROGRAMS | $30,000 | |
| NEW COMMUNITY SHELTER INC | ||||||||
| 301 MATHER STREET | GREEN BAY | WI | 54303 | N/A | PC | PROGRAM SUPPORT - MEAL PROGRAM | $10,000 | |
| NEW NORTH | ||||||||
| 2740 W MASON STREET | GREEN BAY | WI | 54303 | N/A | PC | INVEST IN COLLABORATION | $10,000 | |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | ||||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | PC | NTC FOUNDATION SCHOLARSHIP PROGRAM-GREEN BAY PACKAGING, INC. SCHOLARSHIP | $2,000 | |
| NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC | ||||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | N/A | PC | MAKING COLLEGE POSSIBLE | $50,000 | |
| NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC | ||||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | N/A | PC | BROWN COUNTY GOLF CLASSIC - SCHOLARSHIP SUPPORT | $3,000 | |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | N/A | PC | THE PUBLIC MARKET CAMPAIGN | $250,000 | |
| ONE MILE LEADERSHIP | ||||||||
| 3281 MAVERICK DRIVE | WICKENBURG | AZ | 85390 | N/A | PC | TEAM ONE MILE-OPERATION HEALING HEARTS | $2,500 | |
| PAUL'S PANTRY | ||||||||
| 1513 LEO FRIGO WAY | GREEN BAY | WI | 54302 | N/A | PC | HURRICANE RELIEF EFFORTS | $1,500 | |
| PRESBYTERIAN PANTRY OF GREEN BAY WI | ||||||||
| 200 S ASHLAND AVENUE | GREEN BAY | WI | 54303 | N/A | PC | PANTRY SUPPORT | $1,000 | |
| PROJECT BUBALOO | ||||||||
| 3945 SUNSET HILL ROAD | HUBERTUS | WI | 53033 | N/A | PC | MEMORIAL | $2,000 | |
| PULP & PAPER SAFETY ASSOCIATION | ||||||||
| 15 TECHNOLOGY PARKWAY S SUITE 115 | PEACHTREE CORNERS | GA | 30092 | N/A | NC | PPSA AWARD SPONSOR | $3,500 | |
| RAWHIDE BOYS RANCH | ||||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 549619025 | N/A | PC | RAWHIDE YOUTH SERVICES | $10,000 | |
| RC MEMORIAL FOUNDATION | ||||||||
| PO BOX 5553 | DE PERE | WI | 54115 | N/A | PC | SUPPORT CHILDREN WITH CANCER | $2,500 | |
| RED SMITH SCHOOL | ||||||||
| 2675 SUSSEX ROAD | GREEN BAY | WI | 54311 | N/A | GOV | SCHOOL PROJECTS | $7,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC | ||||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | ROOM SPONSORSHIP | $2,500 | |
| ROTARY FOUNDATION OF GREEN BAY INC | ||||||||
| PO BOX 5 | GREEN BAY | WI | 543050005 | N/A | PC | FEA, SCHOLARSHIPS, AND GRANTS | $10,000 | |
| ST JOSEPH HOME | ||||||||
| 10722 WYSCARVER ROAD | CINCINNATI | OH | 45241 | N/A | PC | MEMORIAL | $500 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | N/A | PC | YOUTH AND COMMUNITY ARTS CONSORTIUM OF ST. NORBERT COLLEGE FEATURING THE GREEN BAY BOY AND GIRL YOUTH CHOIRS, THE YOUTH ORCHESTRA PROGRAM, THE KNIGHTS ON BROADWAY, AND THE DUDLEY BIRDER CHORALE | $10,000 | |
| STOUT UNIVERSITY FOUNDATION | ||||||||
| 320 SOUTH BROADWAY PO BOX 790 | MENOMONIE | WI | 547510790 | N/A | PC | 2024-2025 SCHOLARSHIP SUPPORT | $1,375 | |
| THE AVENUE 911 | ||||||||
| PO BOX 2577 | APPLETON | WI | 54912 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE CHERRY STREET MISSION | ||||||||
| PO BOX 9100 | TOLEDO | OH | 436979100 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| THE CHILDREN'S MUSEUM OF GREEN BAY | ||||||||
| 1230 BAY BEACH ROAD | GREEN BAY | WI | 54302 | N/A | PC | REACHING NEW HEIGHTS CAMPAIGN | $250,000 | |
| THE CHILDREN'S MUSEUM OF GREEN BAY | ||||||||
| 1230 BAY BEACH ROAD | GREEN BAY | WI | 54302 | N/A | PC | BEYOND WONDERLAND | $5,000 | |
| THE GATEWAY COLLECTIVE | ||||||||
| PO BOX 158 | GREEN BAY | WI | 54305 | N/A | PC | THE GATEWAY COLLECTIVE | $100,000 | |
| THE GATEWAY COLLECTIVE | ||||||||
| PO BOX 158 | GREEN BAY | WI | 54305 | N/A | PC | THE GATEWAY COLLECTIVE (PAYMENT 1 OF 3) | $100,000 | |
| THE MARY KAY FOUNDATION | ||||||||
| PO BOX 799044 | DALLAS | TX | 75379 | N/A | PC | MARY KAY CHARITY GOLF CLASSIC - GOLF TUMBLER SPONSOR | $5,250 | |
| THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN INC | ||||||||
| 4168 MERRIMAC WAY | ONEIDA | WI | 54155 | N/A | NC | VETERAN PROGRAM SUPPORT | $10,000 | |
| THE NEIGHBOR'S PLACE | ||||||||
| 360 GRAND AVENUE SUITE 200 | WAUSAU | WI | 54403 | N/A | PC | PEOPLE HELPING PEOPLE | $2,500 | |
| THE SALVATION ARMY OF GREATER GREEN BAY | ||||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | N/A | PC | THE SALVATION ARMY'S PATHWAY OF HOPE | $5,000 | |
| THE VOLUNTEER CENTER OF BROWN COUNTY | ||||||||
| 984 NINTH STREET | GREEN BAY | WI | 54304 | N/A | PC | WPS VOLUNTEER AWARDS | $3,500 | |
| THE WOMEN'S COMMUNITY | ||||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| TREES FOR TOMORROW INC | ||||||||
| PO BOX 609 519 E SHERIDAN ST | EAGLE RIVER | WI | 54521 | N/A | PC | TREES FOR TOMORROW-EXPLORING SCIENCE | $7,500 | |
| TULSA AREA UNITED WAY | ||||||||
| 1430 S BOULDER AVENUE | TULSA | OK | 74119 | N/A | PC | 2024 ANNUAL CAMPAIGN | $3,000 | |
| US VENTURE OPEN | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | N/A | PC | U.S. VENTURE OPEN | $15,000 | |
| UNITED WAY KALAMAZOO | ||||||||
| 709 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49007 | N/A | PC | 2024 CAMPAIGN SUPPORT | $14,000 | |
| UNITED WAY OF MARATHON COUNTY | ||||||||
| 705 S 24TH AVENUE | WAUSAU | WI | 54401 | N/A | PC | UNITED WAY ANNUAL CAMPAIGN | $10,000 | |
| UNITED WAY SANDUSKY | ||||||||
| 826 W STATE STREET | FREMONT | OH | 43420 | N/A | PC | ANNUAL CAMPAIGN SUPPORT | $5,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | ORGAN AND TISSUE DONATION | $2,500 | |
| UNIVERSITY OF WISCONSIN STEVENS POINT PAPER SCIENCE FOUNDATION INC | ||||||||
| D 284 SCIENCE BUILDING 2001 FOURTH | STEVENS POINT | WI | 54481 | N/A | PC | UWSP SCHOLARSHIPS AWARD | $5,000 | AVE |
| VALLEY KID'S FOUNDATION INC | ||||||||
| 501 S NICOLET ROAD | APPLETON | WI | 54914 | N/A | PC | MAKING KIDS' DREAMS A REALITY | $1,500 | |
| VIETNAM VETERANS OF AMERICA CHAPTER 224 | ||||||||
| 3551 FINGER ROAD | GREEN BAY | WI | 54311 | N/A | NC | PEARLY GATES VETERANS BENEFIT | $1,000 | |
| WALTER'S CHILDREN CHARITIES | ||||||||
| 3213 ADAMS STREET | RIVERSIDE | CA | 92504 | N/A | PC | CHILDREN'S HOSPITAL-HELPING HEAL CHILDREN | $7,500 | |
| WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER OF FAMILY SERVICES | ||||||||
| 503 S MONROE AVENUE | GREEN BAY | WI | 54305 | N/A | PC | CHILD ADVOCACY | $5,000 | |
| WISCONSIN HUMANE SOCIETY | ||||||||
| 1830 RADISSON STREET | GREEN BAY | WI | 54302 | N/A | PC | CRITICAL ANIMAL CARE | $30,000 | |
| WISCONSIN PARKINSON ASSOCIATION | ||||||||
| 13400 BISHOPS LANE SUITE 120 | BROOKFIELD | WI | 53005 | N/A | PC | PITCHING FOR PARKINSON | $1,000 | |
| WISCONSIN POLICY FORUM | ||||||||
| 633 W WISCONSIN AVENUE SUITE 406 | MILWAUKEE | WI | 53203 | N/A | PC | IMPARTIAL PUBLIC POLICY RESEARCH FOR WI | $4,300 | |
| YWCA GREEN BAY | ||||||||
| 230 S MADISON STREET | GREEN BAY | WI | 54301 | N/A | PC | WOMEN OF VISION LUNCHEON | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,649,618 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $648,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $743,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,391,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,391,614 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN BAY PACKAGING INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N WEBSTER COURT | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LEIGH YAWKEY WOODSON ART MUSEUM | |||||||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 54403 | 2024-01-30 | $1,500 | SUPPORT THE MUSEUM'S CHARITABLE OPERATIONS, SPECIFICALLY THE DEVELOPMENT AND DISTRIBUTION OF ART KITS. | $1,500 | NONE KNOWN | 11/04/2025 | 2025-11-04 | GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED. |
| PULP & PAPER SAFETY ASSOCIATION | |||||||||||
| 15 TECHNOLOGY PARKWAY S SUITE 115 | PEACHTREE CORNERS | GA | 30092 | 2024-04-30 | $3,500 | THE DONATED FUNDS WERE SPECIFICALLY ALLOCATED TO SUPPORT SAFETY EDUCATION INITIATIVES AND RECOGNITION, INCLUDING TRAINING PROGRAMS, RESOURCE DEVELOPMENT, AND OUTREACH EFFORTS TO REDUCE WORKPLACE INJURIES AND IMPROVE SAFETY STANDARDS ACROSS MEMBER ORGANIZATIONS. | $3,500 | NONE KNOWN | 11/01/25 | 2025-11-01 | GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED. |
| THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN | |||||||||||
| 4168 MERRIMAC WAY | ONEIDA | WI | 54155 | 2024-06-04 | $10,000 | THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN CONTRIBUTED 100% OF THE DONATION TO VETERAN 501(C)(3) ENTITIES. THE DONATION WAS PART OF DONATIONS TOTALING $82,000 AND WAS AWARDED THROUGH GRANTS FOR SPECIFIC VETTED PROGRAMS THAT DIRECTLY BENEFITED VETERANS. ELEVEN VETERAN SERVICE ORGANIZATION PROGRAMS IN NORTHEASTERN WISCONSIN WERE VETTED FOR PROVIDING DIRECT, MEASURABLE, AND QUANTIFIABLE RESULTS FOR VETERANS WITH NONE OF THE GRANTS GOING TOWARD ADMINISTRATIVE COSTS. | $10,000 | NONE KNOWN | 10/29/25 | 2025-10-29 | GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED. |
| VIETNAM VETERANS OF AMERICA CHAPTER 224 | |||||||||||
| 3551 FINGER ROAD | GREEN BAY | WI | 54311 | 2024-01-30 | $1,000 | THE FUNDS WERE USED TO PROMOTE VETERAN CAUSES. | $1,000 | NONE KNOWN | 11/04/25 | 2025-11-04 | GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS & CHEMICALS | $339,829 | $347,421 |
| APPLE INC 2.75 01/13/2025 CALLABLE | $199,292 | $199,888 |
| BANK OF NY MELLON CORP 3.850 04/26/2029 CALLABLE | $197,672 | $193,190 |
| BRISTOL-MYERS SQUIBB CO 2.950 3/15/2032 110122-DU-9 | $307,752 | $304,773 |
| CHEVRON CORP 2.236 05/11/2030 CALLABLE | $179,934 | $176,150 |
| CISCO SYSTEMS INC | $354,400 | $351,257 |
| COMCAST CORP 3.950 10/15/2025 20030N-CS-8 | $203,372 | $198,960 |
| CUMMINS INC | $289,167 | $292,919 |
| ENTERPRISE PRODUCTS OPERATING LLC 2.800 01/31/2030 29379V-BX-0 | $308,199 | $316,407 |
| EXXON MOBIL CORP 2.275 8/16/2026 30231G-BD-3 | $337,481 | $338,387 |
| META PLAFORMS INC 3.850 08/15/2032 | $330,575 | $325,269 |
| HOME DEPOT INC 2.000 9/14/2027 437076-BT-8 | $338,341 | $335,356 |
| JP MORGAN CHASE 2.95 10/01/2026 CALLABLE | $195,948 | $194,860 |
| ELI LILLY 4.700 02/27/2033 | $308,650 | $313,635 |
| MASTERCARD INC 4.850 03/09/2033 | $354,200 | $347,004 |
| MERCK & CO INC 1.700 06/10/2027 | $199,172 | $187,512 |
| NORTHERN TRUST CORP 1.950 05/01/2030 CALLABLE | $178,322 | $172,690 |
| ORACLE CORP 3.250 11/15/2027 CALLABLE 08/15/2027 | $200,744 | $192,292 |
| PNC FINANCIAL SERVICES | $205,614 | $189,256 |
| PEPSICO INC 1.950 10/21/2031 | $295,060 | $291,063 |
| SALESFORCE.COM INC 3.7 04/11/2028 79466L-AF-1 | $214,918 | $194,762 |
| CHARLES SCHWAB CORP 3.450 02/13/2026 | $200,126 | $197,064 |
| STATE STREET CORP 3.55 08/18/2025 857477-AT-0 | $201,102 | $198,792 |
| TORONTO DOMINION BANK 2.800 03/10/2027 | $194,200 | $191,840 |
| US BANCORP 2.375 07/22/2026 CALLABLE | $199,766 | $193,336 |
| WALMART INC 3.700 06/26/2028 931142-EE-9 | $343,924 | $337,089 |
| VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES 922031-83-6 | $4,362,608 | $4,329,349 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SELECT SECTOR SPDR TR MATERIALS 81369Y-10-0 | $122,161 | $123,938 |
| ALPHABET INC CL A COM 02079K-30-5 | $105,482 | $765,151 |
| META PLATFORMS INC CL A COM | $95,053 | $108,905 |
| NETFLIX INC COM | $97,584 | $135,480 |
| COMM SERV SELECT SECTOR SPDR ETF 81369Y-85-2 | $67,204 | $125,369 |
| AMAZON.COM INC COM 023135-10-6 | $39,538 | $534,873 |
| LOWES COS INC COM 548661-10-7 | $38,652 | $141,663 |
| MCDONALDS CORP COM 580135-10-1 | $72,735 | $108,129 |
| TJX COMPANIES INC COM NEW 872540-10-9 | $68,156 | $122,018 |
| MONDELEZ INTERNATIONAL INC COM 609207-10-5 | $90,879 | $136,244 |
| PEPSICO INC COM 713448-10-8 | $97,459 | $105,377 |
| PROCTER & GAMBLE CO COM 742718-10-9 | $56,053 | $128,252 |
| WALMART INC COM 931142-10-3 | $104,879 | $199,402 |
| EXXON MOBIL CORP COM 30231G-10-2 | $134,946 | $230,630 |
| PHILLIPS 66 COM | $42,616 | $73,029 |
| WOODSIDE ENERGY GROUP LTD 980228-30-8 | $83,225 | $50,481 |
| ALLSTATE CORP COM 020002-10-1 | $28,187 | $115,481 |
| AMERIPRISE FINANCIAL INC COM 03076C-10-6 | $57,813 | $169,313 |
| BANK OF AMERICA CORP COM 060505-10-4 | $64,872 | $92,734 |
| BERKSHIRE HATHAWAY INC CL B COM 084670-70-2 | $57,459 | $172,700 |
| DISCOVER FINANCIAL SERVICES COM 254709-10-8 | $45,628 | $137,371 |
| FISERV INC COM | $148,052 | $296,010 |
| JPMORGAN CHASE & CO COM 46625H-10-0 | $61,265 | $263,681 |
| MASTERCARD INC CL A COM | $12,626 | $117,425 |
| SCHWAB CHARLES CORP COM 808513-10-5 | $94,091 | $127,223 |
| MEDTRONIC PLC G5960L-10-3 | $77,988 | $71,093 |
| ABBOTT LABS COM 002824-10-0 | $68,559 | $80,308 |
| BOSTON SCIENTIFIC CORP COM 101137-10-7 | $63,948 | $186,321 |
| BRISTOL-MYERS SQUIBB CO COM 110122-10-8 | $36,137 | $31,617 |
| CIGNA CORP COM 125523-10-0 | $67,410 | $103,552 |
| CVS HEALTH CORP COM 126650-10-0 | $64,275 | $36,944 |
| IQVIA HOLDINGS INC COM 46266C-10-5 | $107,860 | $143,059 |
| LILLY ELI & CO COM 532457-10-8 | $124,119 | $161,348 |
| MERCK & CO INC NEW COM 58933Y-10-5 | $73,117 | $94,804 |
| SPDR S&P BIOTECH ETF 78464A-87-0 | $162,024 | $163,099 |
| STRYKER CORP COM | $74,894 | $78,131 |
| THERMO FISHER SCIENTIFIC INC 883556-10-2 | $109,241 | $144,104 |
| APPLE INC COM 037833-10-0 | $63,819 | $688,154 |
| LAM RESEARCH CORP COM 512807-10-8 | $74,152 | $371,334 |
| MICROSOFT CORP COM 594918-10-4 | $65,160 | $745,212 |
| NVIDIA CORP COM 67066G-10-4 | $130,481 | $933,450 |
| SERVICENOW INC COM 81762P-10-2 | $135,132 | $719,821 |
| EATON CORP PLC ORD G29183-10-3 | $87,069 | $180,869 |
| CUMMINS INC COM | $116,448 | $168,722 |
| NORTHROP GRUMMAN CORP COM 666807-10-2 | $88,307 | $127,178 |
| PAYCOM SOFTWARE INC COM | $100,862 | $125,032 |
| RTX CORP COM | $118,925 | $150,320 |
| UNION PAC CORP COM 907818-10-8 | $48,783 | $110,371 |
| SELECT SECTOR SPDR TR UTILITIES 81369Y-88-6 | $232,612 | $244,251 |
| VANGUARD REAL ESTATE ETF 922908-55-3 | $179,484 | $194,283 |
| INVESCO DEVELOPING MARKETS FUND - R6 | $154,623 | $155,476 |
| AMERICAN BEACON SMALL CAP VALUE FUND - R5 | $395,735 | $426,722 |
| BAIRD MIDCAP FUND-INST 057071-81-3 | $598,575 | $788,555 |
| AM FUNDS EUROPACIFIC GROWTH FUND F-3 | $135,910 | $156,736 |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 | $681,071 | $773,970 |
| WASATCH SMALL CAP GROWTH FUND - INST 936793-67-8 | $403,104 | $529,205 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,569,265 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,553,208 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENTS TO BASIS | Desc |
| Amt | $2,167 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $101,441 | Amt |
| Net Investment Income | $101,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,222 | $2,222 | $0 |
| EXCISE TAX | $12,000 | $0 | $0 |
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