TOM AND DONNA NESHEK FAMILYFOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TOM AND DONNA NESHEK FAMILYFOUNDATION (EIN 20-7181799)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201843189349103479
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T17:58:13-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205290412PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LARSEN TAX PREPARATION LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1N6471 TAMARACK RIDGE RDAddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP531213268ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207181799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM & DONNA NESHEK FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTOM&BusinessNameControlTxt
Phone2627236006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75AddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM NESHEKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2627236006PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC J LARSENPreparerPersonNm
PTINP00066046PTIN
Phone2627424439PhoneNum
Preparation2018-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.61.219.103IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm17:58:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCD20B606FDB94AF9DF7DF09DA9A99A3E06D3AFC6AtSubmissionCreationDeviceId
At Submission Filing Device IdCD20B606FDB94AF9DF7DF09DA9A99A3E06D3AFC6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$416,036FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,960DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,960DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,960DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$14,557NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,482GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,557CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,540TotalRevAndExpnssAmt
Total Net Invst Incm$21,540TotalNetInvstIncmAmt
Total Adj Net Incm$6,983TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$520TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$39OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,059TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$789TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,509TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$789TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$969ExcessRevenueOverExpensesAmt
Net Investment Income$20,751NetInvestmentIncomeAmt
Adjusted Net Income$6,983AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,005CashBOYAmt
Cash EOY$22,419CashEOYAmt
Cash EOYFMV$22,419CashEOYFMVAmt
Corporate Stock BOY$78,801CorporateStockBOYAmt
Corporate Stock EOY$67,418CorporateStockEOYAmt
Corporate Stock EOYFMV$393,617CorporateStockEOYFMVAmt
Total Assets BOY$90,806TotalAssetsBOYAmt
Total Assets EOY$89,837TotalAssetsEOYAmt
Total Assets EOYFMV$416,036TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$90,806RetainedEarningBOYAmt
Retained Earning EOY$89,837RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$90,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$89,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$89,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$969ExcessRevenueOverExpensesAmt
Subtotal$89,837SubtotalAmt
Tot Net Ast Or Fund Balances EOY$89,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 SHS WINTRUST FINANCIALP2015-02-132017-02-13$29,477$14,925$14,552$14,552
.49 SHS ENTERCOM COMMUN CORPP2015-12-092017-11-24$5$5$5
FieldValueIRS element (for citing)
Capital Gain Net Income$14,557CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,877AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$306,430NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055076DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,812AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$266,592NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044307DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,899AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$235,302NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054819DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,598AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$151,061NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063537DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,828AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$76,359NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.076324DistributionYr5Rt
Total Distribution0.294063TotalDistributionRt
Average Distribution0.058813AverageDistributionRt
Net Vl Noncharitable Assets$393,005NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,114AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$208NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,322AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$415InvestmentIncomeExciseTaxAmt
Subtotal$415SubtotalAmt
Tax Based On Investment Income$415TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Overpayment$105OverpaymentAmt
Applied To ES Tax$105AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOM NESHEKIndividualWithBooksNm
Phone2627236006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75AddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE0.50$0$0$0
DONNA NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE0.25$0$0$0
HANNAH NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE0.25$0$0$0
SAM NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE0.25$0$0$0
KATHERINE NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$365,569AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$398,990TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$398,990AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$393,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$415TaxBasedOnInvestmentIncomeAmt
Total Tax$415TotalTaxAmt
Distributable Before Adj$19,235DistributableBeforeAdjAmt
Distributable Before Ded$19,235DistributableBeforeDedAmt
Distributable As Adjusted$19,235DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,450ExpensesAndContributionsAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,235DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,045ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,189ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,309ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,608TotalExcessDistributionCyovAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt
Applied To Current Year$19,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,215RemainingDistriFromCorpusAmt
Total Corpus$8,823TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,045ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,778ExcessDistriCyovToNextYrAmt
Excess From Year4$2,189ExcessFromYear4Amt
Excess From Year3$1,309ExcessFromYear3Amt
Excess From Year1$2,065ExcessFromYear1Amt
Excess From Current Year$1,215ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OPEN ARMS FREE CLINIC INC
PO BOX 678ELKHORNWI53121TO PROVIDE FUNDS TO SUPPORT HEALTHCA$6,500
VIP SERVICES INC
430 E CENTRALIA STELKHORNWI53121TO SUPPORT INDIVIDUALS WITH DISABILI$2,700
MILWAUKEE PBS
1036 N 8TH STMILWAUKEEWI53233TO SUPPORT PUBLIC BROADCASTING SYSTE$250
LAKE GENEVA FRESH AIR ASSOCIATION I
PO BOX 10WILIAMS BAYWI53191TO SUPPORT CAMP FOR CHILDREN$4,000
EVANS SCHOLARS FOUNDATION
1 BRIAR RDGOLFIL60029TO PROVIDE FUNDS TO SUPPORT EDUCATIO$3,500
LAKELAND ANIMAL SHELTER
3615 WI-67ELKHORNWI53121TO SUPPORT ANIMAL SHELTER$500
THE GUARDSMEN
PO BOX 29250SAN FRANCISCOCA94129TO SUPPORT AT-RISK YOUTH$1,000
WALWORTH COUNTY ALLIANCE FOR CHILDR
W4063 HWY NNELKHORNWI53121TO SUPPORT AT-RISK YOUTH$1,000
WISCONSIN PUBLIC RADIO
PO BOX 697RACINEWI53401TO SUPPORT PUBLIC RADIO$500
FRIENDS OF WISCONSIN PUBLIC TELEVIS
821 UNIVERSITY AVEMADISONWI53706TO SUPPORT WI PUBLIC TELEVISION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,960ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,557ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,540ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,540TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 SHS AMERICAN EXPRESS COMPANY$4,215$49,655
443 SHS AMERIPRISE FINL INC$3,327$75,075
308 SHS CBS CORP$7,074$18,172
786 SHS COMCAST CORPP CL A$5,690$31,479
204 SHS ENTERCOM COMMUN CORP$2,203
250 SHS FISERV INC$4,480$32,783
459 SHS JPMORGAN CHASE$14,660$49,085
385 SHS KIMBERLY-CLARK CORP$3,130$46,454
8 SHS KIMBERLY-CLARK CORP-REINVESTED$1,084$992
12 SHS KIMBERLY-CLARK CORP-REINVEST$1,524$1,501
400 SHS SCHLUMBERGER LTD$2,908$26,956
166 SHS TRAVELERS COS INC$2,184$22,516
150 SHS VIACOM INC NEW CL B$2,590$4,622
390 SHS WINTRUST$14,552$32,124

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BROKERAGE FEES$39$39

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTOM NESHEKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75AddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$520Amt

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