CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC (EIN 39-1936484)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-07-09
- IRS object ID
- 201931909349100108
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-09T10:54:17-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391769340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLINS & ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120 | AddressLine1Txt |
| City | PRAIRIE DU CHIEN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 538210120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391936484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN M & LEARY E PETERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 6083266496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST HAYDN ST | AddressLine1Txt |
| City | PRAIRIE DU CHIEN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F PETERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6083266496 | PhoneNum |
| Signature | 2019-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLINS ASSOCIATES SC | PreparerPersonNm |
| PTIN | P00146637 | PTIN |
| Phone | 6083266456 | PhoneNum |
| Preparation | 2019-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.40.238.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-09 | IPDt |
| IP Tm | 10:54:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A2B937FF85B3C8DCF3CCCBC0187101360FC73A00 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5EECDB6DE34AA27E0313E8E90DB780454FC1A65 | 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 | $803,577 | 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 | $406,685 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,653 | GrossSalesPriceAmt |
| Total Rev And Expnss | $428,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $377,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199 | CashBOYAmt |
| Cash EOY | -$3,931 | CashEOYAmt |
| Cash EOYFMV | -$3,931 | CashEOYFMVAmt |
| Corporate Stock BOY | $216,397 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $751,938 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $59,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $216,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $594,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $803,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $216,596 | CapitalStockBOYAmt |
| Capital Stock EOY | $594,267 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $594,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $594,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $377,671 | ExcessRevenueOverExpensesAmt |
| Subtotal | $594,267 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $594,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | P | 2005-11-19 | 2018-08-28 | $50,000 | $50,000 | ||
| WABTEC CORP | P | 2019-02-27 | 2019-04-03 | $1,039 | $1,093 | -$54 | -$54 |
| DOW, INC | P | 2011-10-11 | 2019-05-24 | $7,934 | $5,319 | $2,615 | $2,615 |
| WELLS FARGO & CO | P | 2011-10-11 | 2019-05-24 | $17,530 | $25,803 | -$8,273 | -$8,273 |
| TRANSPORTATION SYSTEMS | P | 2019-02-26 | 2019-02-27 | $1,122 | $1,122 | ||
| WABTEC CORP | P | 2019-02-27 | 2019-02-27 | $28 | $29 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,713 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$55 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $362,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,916 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $383,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054548 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $347,349 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $362,147 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,013 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $356,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058983 | DistributionYr5Rt |
| Total Distribution | 0.259961 | TotalDistributionRt |
| Average Distribution | 0.051992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $803,386 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,968 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,022 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $396 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $396 | SubtotalAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $396 | 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 | 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 | THOMAS F PETERSON | IndividualWithBooksNm |
| Phone | 6083266496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 E HAYDN ST | AddressLine1Txt |
| City | PRAIRIE DU CHIEN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53821 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLE SAYER | ||||||||
| 20890 CHANNEL DR | EXCELSIOR | MN | 55331 | DIRECTOR | 000.00 | $1,500 | $0 | $0 |
| JOE MULLEN | ||||||||
| 662 JENISA DR | ST CLOUD | MN | 56301 | DIRECTOR | 000.00 | $1,500 | $0 | $0 |
| THOMAS F PETERSON | ||||||||
| 110 E HAYDN ST | PRAIRIE DU CHIEN | WI | 53821 | DIRECTOR | 000.00 | $1,500 | $0 | $0 |
| MARY JO RUHL | ||||||||
| 2740 NICHOLS LANE | DAVENPORT | IA | 52803 | DIRECTOR | 000.00 | $1,500 | $0 | $0 |
| JOHN L PETERSON | ||||||||
| 4814 CHAMPIONS RUN | MIDDLETON | WI | 53562 | DIRECTOR | 000.00 | $1,500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. | Description1Txt |
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 | $810,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $815,620 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $815,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $803,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $396 | TotalTaxAmt |
| Distributable Before Adj | $39,773 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,773 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,022 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,022 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,381 | UndistributedIncomePYAmt |
| Qualifying Distributions | $41,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,381 | AppliedToYear1Amt |
| Applied To Current Year | $27,641 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,132 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WI WATERFOWL - PDC CHAPTER | |||||
| 38299 STUCKEY RD | PRAIRIE DU CHIEN | WI | 53821 | GENERAL DONATION | $750 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||
| 515 N BEAUMONT RD | PRAIRIE DU CHIEN | WI | 53821 | GENERAL DONATION | $8,205 |
| CROSS PLAINS BASEBALL | |||||
| 2410 MARTIN ST | CROSS PLAINS | WI | 53528 | GENERAL DONATION | $500 |
| ROADS TO LIFE TANZANIA INC | |||||
| PO BOX 157 | PRAIRIE DU CHIEN | WI | 53821 | GENERAL DONATION | $2,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCH | |||||
| 680 MILL ST | EXCELSIOR | MN | 55331 | GENERAL DONATION | $5,000 |
| MINNEAPOLISST PAUL ASSIST LEAGUE | |||||
| 6416 PENN AVENUE S | RICHFIELD | MN | 554231141 | GENERAL DONATION | $2,000 |
| ST MARY'S ELEMENTARY SCHOOL | |||||
| 823 1ST ST S | ST CLOUD | MN | 56301 | ART HISTORY PROGRAM | $8,205 |
| UNIVERSITY OF THE CUMBERLANDS | |||||
| 6178 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | GENERAL DONATION | $5,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||
| PO BOX 10102 | NAPLES | FL | 34101 | GENERAL DONATION | $3,204 |
| FRANCISCAN BROTHERS OF PEACE | |||||
| 1289 LAFOND AVE | ST PAUL | MN | 55104 | GENERAL DONATION | $1,204 |
| CRAWFORD COUNTY EMERGENCY SERVICE | |||||
| 220 N BEAUMONT RD | PRAIRIE DU CHIEN | WI | 53821 | GENERAL DONATION | $4,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,022 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,583 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC | $48,922 | $25,261 |
| VERIZON COMMUNICATIONS | $40,402 | $63,590 |
| PFIZER INC DEL PV | $38,938 | $87,607 |
| MERCK & CO INC | $38,465 | $95,210 |
| PROCTER & GAMBLE CO | $23,486 | $37,356 |
| AT&T INC | $46,256 | $49,081 |
| CHEVRON CORP | $55,561 | $56,697 |
| DOWDUPONT INC COM | $10,530 | $15,016 |
| JOHNSON & JOHNSON CO | $21,833 | $44,591 |
| INTEL CORP | $40,433 | $73,503 |
| AMAZON COM INC | $60,023 | $53,252 |
| APPLE INC | $49,948 | $66,877 |
| CATERPILLAR, INC | $20,933 | $29,953 |
| COCA-COLA CO | $26,897 | $34,440 |
| RENAISSANCERE HLDGS LTD | $16,211 | $19,504 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TRUST INTERMEDIATE | AT COST | $24,969 | $21,880 |
| ISHARES S&P US PFD STOCK | AT COST | $34,391 | $33,690 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $75 | Amt |
Comments