STEPHENS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENS FAMILY FOUNDATION INC (EIN 20-4617210)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201921239349102717
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T11:46:05-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilker & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 511454 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | 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 | 204617210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 4148993454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathy Eurich | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4148993454 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David L Hilker | PreparerPersonNm |
| Phone | 4142645330 | PhoneNum |
| Preparation | 2019-04-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.103.180.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 14:02:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A90BEF669494F420F870DD598C67428C14EBCD5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A90BEF669494F420F870DD598C67428C14EBCD5 | 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 | $8,311,492 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $8,730 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,730 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $582,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $582,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $625,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $625,242 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,595 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $625,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,209,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,124,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,124,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,882,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,186,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,186,717 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,092,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,311,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,311,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,408,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,408,204 | CapitalStockEOYAmt |
| Retained Earning BOY | $684,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,092,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,311,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,092,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,311,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,092,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,265 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,337,671 | SubtotalAmt |
| Other Decreases | $1,026,179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,311,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $582,642 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,617,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.053089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,243,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.052182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,696 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,509,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.040782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,207,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.035923 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,491 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,422,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.052449 | DistributionYr5Rt |
| Total Distribution | 000.234425 | TotalDistributionRt |
| Average Distribution | 000.046885 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,074,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $425,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $431,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $376,382 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,505 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,505 | SubtotalAmt |
| Tax Based On Investment Income | $12,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,800 | OriginalReturnTaxPaidAmt |
| Tax Due | $6,705 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | KATHERINE EURICH | IndividualWithBooksNm |
| Phone | 4148993454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW C STEPHENS | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 000.25 | $0 |
| JANE E KIM | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | CO-PRESIDENT | 002.00 | $0 |
| KATHERINE A EURICH | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | TREAS/ASST SEC | 002.00 | $0 |
| SUNHEE LEE | ||||||
| 4230 N OAKLAND AVE No 317 | SHOREWOOD | WI | 53211 | SECRETARY | 000.25 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO QUALIFIED CHARITIES | Description1Txt |
| Expenses1 | $375,982 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,132,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,080,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,212,799 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,212,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,074,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,505 | TotalTaxAmt |
| Distributable Before Adj | $441,225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $441,225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $441,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,382 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $376,382 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $376,382 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $441,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $175,179 | UndistributedIncomePYAmt |
| Qualifying Distributions | $376,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,179 | AppliedToYear1Amt |
| Applied To Current Year | $201,203 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $240,022 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW STEPHENS | ContributingManagerNm |
| Contributing Manager | JANE KIM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHERINE EURICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 N OAKLAND AVENUE No 317 | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4148993454 | RecipientPhoneNum |
| Form And Info And Materials | OPEN LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| United Performing Arts Fund | |||||
| 301 W Wisconsin Avenue | Milwaukee | WI | 53203 | First Stage Theatre | $20,000 |
| Messengers of Mercy | |||||
| 25W560 Geneva Road | Carol Stream | IL | 60188 | Religious/General Fund | $10,000 |
| First Stage Theatre | |||||
| 325 W Walnut Street | Milwaukee | WI | 53212 | General Campaign | $30,000 |
| Northshore Whitecaps Baseball | |||||
| 4200 N Holton Street | Milwaukee | WI | 53212 | Athletic Fields | $10,000 |
| Smith College | |||||
| 10 Elm Street | Northampton | MA | 01063 | Smith Fund | $10,000 |
| Whitefish Bay High School | |||||
| 1200 E Fairmount Avenue | Milwaukee | WI | 53217 | Athletic Center | $4,500 |
| University School of Milwaukee | |||||
| 2100 Fairy Chasm Road | Mequon | WI | 53092 | Scholarship Funds | $116,482 |
| DanceWorks | |||||
| 1661 N Water Street | Milwaukee | WI | 53202 | Madhot Ballroom Tap | $5,000 |
| Big Brothers Big Sisters Milwaukee | |||||
| 788 N Jefferson Street | Milwaukee | WI | 53202 | Mentor Program | $20,000 |
| University School of Milwaukee | |||||
| 2100 Fairy Chasm Road | Mequon | WI | 53092 | Common Bond Fund | $100,000 |
| Malaika Early Learning Center | |||||
| 125 W Auer Avenue | Milwaukee | WI | 53212 | Education | $5,000 |
| United Way | |||||
| 225 W Vine Street | Milwaukee | WI | 53212 | General Campaign | $6,000 |
| United Way | |||||
| 225 W Vine Street | Milwaukee | WI | 53212 | Big Brothers Big Sisters | $19,000 |
| Fox Point Lutheran Church | |||||
| 7510 N Santa Monica Blvd | Fox Point | WI | 53217 | Religious/General Fund | $10,000 |
| Surfrider Foundation Milwaukee | |||||
| 4434 N Maryland Avenue | Milwaukee | WI | 53211 | Environmental | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,982 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,730 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $582,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $625,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,242 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hilker Associates | CategoryTxt |
| Amt | $400 | Amt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED BY THE STATE OF WISCONSIN | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11376 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $286,961 | $286,961 |
| 90636 shares of ARTISAN MIDCAP FUND | $1,425,970 | $1,425,970 |
| 143509 shares of ARTISAN GLOBAL OPPORTUNITY FUND | $3,398,180 | $3,398,180 |
| COMMON STOCKS | $75,606 | $75,606 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $1,026,179 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | CategoryTxt |
| Amt | $3,595 | Amt |
Comments