KALSCHEUR FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KALSCHEUR FAMILY FOUNDATION (EIN 39-6681490)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349100821
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:18:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1Txt |
| City | BARABOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 539130150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396681490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALSCHEUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALS | BusinessNameControlTxt |
| Phone | 6088262208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SVA PLUMB FINANCIAL LLC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6088262208 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN MERING CPA | PreparerPersonNm |
| PTIN | P01248611 | PTIN |
| Phone | 6083563966 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,428,320 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $908,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,511,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $908,758 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,289 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,063,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,056,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,264 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,706 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,558 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,492 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,884 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $511,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $551,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $982,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $596,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,098,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,098,204 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $539 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $150,556 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,463 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $151,101 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,031,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,081,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,179,015 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,778,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,330,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,428,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,778,651 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,330,534 | 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 | $8,778,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,330,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,778,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,330,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,778,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $551,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,330,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,330,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $271,418 | $246,895 | $24,523 | $24,523 |
| SECURITIES | P | $1,999,541 | $1,356,049 | $643,492 | $643,492 |
| CAPITAL GAINS DIVIDENDS | P | $240,743 | $240,743 | $240,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $908,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $428,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,364,722 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041383 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $564,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,699,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $537,532 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,905,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049288 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $407,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,511,681 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $424,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,264,536 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051397 | DistributionYr5Rt |
| Total Distribution | 0.237686 | TotalDistributionRt |
| Average Distribution | 0.047537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,726,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $557,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,830 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $567,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $438,368 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,099 | TaxDueAmt |
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 | 0 | 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 | LISA GARCIA | IndividualWithBooksNm |
| Phone | 6084951379 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172912 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SVA PLUMB FINANCIAL LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,264 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION AWARDED 105 GRANTS TO EXEMPT ORGANIZATIONS IN 2017. | Description1Txt |
| Expenses1 | $402,810 | Expenses1Amt |
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 | $10,914,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $990,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,905,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,905,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,726,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,659 | TotalTaxAmt |
| Distributable Before Adj | $566,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $566,669 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $566,669 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $438,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,368 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $566,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,581 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,581 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $438,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,581 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,581 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $122,720 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KALSCHEUR FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3234 VALLEY SPRING RD | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535721236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6083553040 | RecipientPhoneNum |
| Form And Info And Materials | AMOUNT OF GRANT FUNDS REQUESTED AND PROPOSED USE OF THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDE GRANTS TO ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION INC | |||||||
| 2820 WALTON COMMONS ST 132 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN LEGION POST 113 | |||||||
| 102 S 3RD ST | MOUNT HOREB | WI | 535722060 | N/A | PC | GENERAL SUPPORT | $8,100 |
| AMERICAN LEGION POST 245 | |||||||
| 2217 AMERICAN LEGION DR | CROSS PLAINS | WI | 535289604 | N/A | PC | GENERAL SUPPORT | $8,000 |
| AMERICAN FAMILY CHILDREN'S HOSPITAL | |||||||
| 1675 HIGHLAND AVE | MADISON | WI | 53792 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AMPUTEE COALITION | |||||||
| 900 EAST HILL AVE STE 390 | KNOXVILLE | TN | 37915 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BADGER HONOR FLIGHT INC | |||||||
| PO BOX 258066 | MADISON | WI | 53725 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BLACKHAWK EVANGELICAL FREE CHURCH INC | |||||||
| 9620 BRADER WAY | MIDDLETON | WI | 535629296 | N/A | PC | GENERAL SUPPORT | $10,000 |
| COTS INC | |||||||
| 913 S WEST AVE | APPLETON | WI | 549152394 | N/A | PC | GENERAL SUPPORT | $2,000 |
| CHILDREN'S DYSLEXIA CENTERS INC | |||||||
| 301 WISCONSIN AVE | MADISON | WI | 537032107 | N/A | PC | GENERAL SUPPORT | $500 |
| BADGER REGIONAL TRAINING CENTER | |||||||
| PO BOX 5583 | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CROSS PLAINS FIRE DEPARTMENT | |||||||
| 1501 BOURBON RD | CROSS PLAINS | WI | 535288863 | N/A | PC | GENERAL SUPPORT | $500 |
| CROSS PLAINS LIONS CLUB INC | |||||||
| 2501 CENTER ST | CROSS PLAINS | WI | 535289462 | N/A | PC | GENERAL SUPPORT | $2,000 |
| DIOCESE OF MADISON | |||||||
| 1862 BELD ST | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DOMESTIC ABUSE INTERVENTION SERVICES INC | |||||||
| 2102 FORDEM AVE | MADISON | WI | 537044610 | N/A | PC | GENERAL SUPPORT | $4,000 |
| EDGEWOOD HIGH SCHOOL OF THE SACRED HEART INC | |||||||
| 2219 MONROE ST | MADISON | WI | 537111901 | N/A | PC | GENERAL SUPPORT | $10,000 |
| EPILEPSY FOUNDATION HEART OF WISCONSIN INC | |||||||
| 1302 MENDOTA ST STE 100 | MADISON | WI | 537141059 | N/A | PC | GENERAL SUPPORT | $500 |
| FIRST LUTHERAN CHURCH | |||||||
| 5313 FLAD AVE | MADISON | WI | 537113600 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF HENRY VILAS ZOO | |||||||
| 606 S RANDALL AVE | MADISON | WI | 537151666 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF THE YAHARA HOUSE | |||||||
| 625 W WASHINGTON AVE | MADISON | WI | 537032637 | N/A | PC | GENERAL SUPPORT | $500 |
| GILDA'S CLUB OF MADISON WISCONSIN INC | |||||||
| 7907 UW HEALTH CT | MIDDLETON | WI | 535625531 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HABITAT FOR HUMANITY OF DANE COUNTY INC | |||||||
| 1014 FIEDLER LN UNIT 29 | MADISON | WI | 537132460 | N/A | PC | GENERAL SUPPORT | $2,000 |
| HAWTHORNE ELEMENTARY SCHOOL | |||||||
| 3344 CONCORD AVE | MADISON | WI | 537141101 | N/A | PC | GENERAL SUPPORT | $200 |
| LUKE HOUSE INC | |||||||
| 310 S INGERSOLL ST | MADISON | WI | 537033739 | N/A | PC | GENERAL SUPPORT | $13,000 |
| MAD-CITY SKI TEAM INC | |||||||
| 6516 MONONA DR | MONONA | WI | 537164026 | N/A | PC | GENERAL SUPPORT | $500 |
| MADISON AREA TECHNICAL COLLEGE FOUNDATION INC | |||||||
| 3591 ANDERSON ST STE 203A | MADISON | WI | 537042533 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 106055201 | N/A | PC | GENERAL SUPPORT | $1,500 |
| MIDDLETON BASEBALL & SOFTBALL COMMISSION | |||||||
| PO BOX 620823 | MIDDLETON | WI | 535620823 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MIDDLETON CARDINAL BOOSTER CLUB | |||||||
| 2100 BRISTOL ST | MIDDLETON | WI | 535622746 | N/A | PC | GENERAL SUPPORT | $1,000 |
| KEEP WISCONSIN WARM FUND | |||||||
| PO BOX 68 | MADISON | WI | 537010068 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MIDDLETON OUTREACH MINISTRY INC | |||||||
| 7432 HUBBARD AVE | MIDDLETON | WI | 535623118 | N/A | PC | GENERAL SUPPORT | $7,000 |
| MIDDLETON SPEEDWAY BLUEBIRDS BASKETBALL | |||||||
| 4227 REDTAIL PASS | MIDDLETON | WI | 535625203 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MIDDLETON HIGH SCHOOL | |||||||
| 2100 BRISTOL ST | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT VARSITY SOFTBALL TRIP | $1,000 |
| MOUNT HOREB HIGH SCHOOL | |||||||
| 305 S 8TH ST | MOUNT HOREB | WI | 535722301 | N/A | PC | HIGH SCHOOL WRESTLING | $7,975 |
| MOUNT HOREB HISTORICAL SOCIETY INC | |||||||
| 100 S 2ND ST | MOUNT HOREB | WI | 535722106 | N/A | PC | GENERAL SUPPORT | $2,000 |
| MIDWEST VETERANS CLOSET | |||||||
| PO BOX 278 | WADSWORTH | IL | 60083 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MOUNT HOREB VOLUNTEER FIRE DEPARTMENT AND EMERGENCY MEDICAL SERVICE | |||||||
| 12 S 1ST ST | MOUNT HOREB | WI | 535721949 | N/A | PC | GENERAL SUPPORT | $500 |
| MT HOREB LANDMARKS FOUNDATION INC | |||||||
| 120 SANDY CT | MOUNT HOREB | WI | 535722344 | N/A | PC | GENERAL SUPPORT | $2,000 |
| NEW GLARUS FIRE DEPARTMENT | |||||||
| 212 4TH AVE | NEW GLARUS | WI | 535749717 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NORTHWEST DANE SENIOR SERVICES INC | |||||||
| 1837 BOURBON RD | CROSS PLAINS | WI | 535289436 | N/A | PC | GENERAL SUPPORT | $3,000 |
| NORTHERN SKY THEATER | |||||||
| PO BOX 273 | FISH CREEK | WI | 54212 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HOME TALENT BASEBALL LEAGUE | |||||||
| PO BOX 551 | POYNETTE | WI | 53955 | N/A | PC | SUPPORT PINE BLUFF BASEBALL TEAM | $500 |
| SECOND HARVEST OF WISCONSIN | |||||||
| 726 N MIDVALE BLVD | MADISON | WI | 537053243 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SEGS4VETS | |||||||
| 500 FOX RIDGE RD | SAINT LOUIS | MO | 631313402 | N/A | PC | GENERAL SUPPORT | $6,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 537131238 | N/A | PC | GENERAL SUPPORT | $13,000 |
| ST FRANCIS OF ASSISI MISSION | |||||||
| 1355 FARNHAM ST | PORTAGE DES SIOUX | MO | 633731347 | N/A | PC | GENERAL SUPPORT | $3,000 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | GENERAL SUPPORT | $3,400 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL ENDOWMENT | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | CECIL MARTIN CAMP | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 SAINT JUDE PL | MEMPHIS | TN | 381051905 | N/A | PC | GENERAL SUPPORT | $3,000 |
| ST MARIA GORETTI CATHOLIC PARISH | |||||||
| 5313 FLAD AVE | MADISON | WI | 537113600 | N/A | PC | GENERAL SUPPORT | $15,633 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | SUPPORT ATHLETICS | $2,000 |
| ST MARY'S CONGREGATION OF PINE BLUFF | |||||||
| 3673 COUNTY ROAD P | CROSS PLAINS | WI | 535289179 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST PAUL UNIVERSITY CATHOLIC CENTER | |||||||
| 723 STATE ST | MADISON | WI | 537031048 | N/A | PC | GENERAL SUPPORT | $10,000 |
| ST PETER CATHOLIC SCHOOL | |||||||
| 7129 COUNTY ROAD K | MIDDLETON | WI | 535623912 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE CHURCH | |||||||
| 2833 RARITAN RD | MADISON | WI | 537115232 | N/A | PC | GENERAL SUPPORT | $6,000 |
| THE DUGOUT CLUB INC | |||||||
| 5002 MARATHON DR | MADISON | WI | 537054713 | N/A | PC | GENERAL SUPPORT | $925 |
| MENDOTA GRIDIRON CLUB INC | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | GENERAL SUPPORT | $4,345 |
| MONROE CLINIC INC | |||||||
| 515 22ND AVE | MONROE | WI | 535661569 | N/A | PC | GENERAL SUPPORT | $5,700 |
| SCHOOL SISTERS OF ST FRANCIS OF ST JOSEPH'S CONVENT MILWAUKEE WISCO | |||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 532151924 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WISCONSIN FFA FOUNDATION INC | |||||||
| 1241 JOHN Q HAMMONS DR STE 200 | MADISON | WI | 537171929 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| 1 OLYMPIC PLZ | COLORADO SPRINGS | CO | 809095760 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | FOOTBALL PROGRAM | $352 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | IN | 537112051 | N/A | PC | MEN'S BASKETBALL | $4,304 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | WOMEN'S ATHLETICS | $692 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | UW COACHES | $539 |
| UNIVERSITY OF WISCONSIN DEPARTMENT OF ANIMAL SCIENCES | |||||||
| 1675 OBSERVATORY DR RM 265 | MADISON | WI | 537061205 | N/A | PC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | WOMENS'S SOFTBALL | $347 |
| VETERANS OF FOREIGN WARS POST 8216 | |||||||
| 6710 CENTURY AVE | MIDDLETON | WI | 535621728 | N/A | PC | GENERAL SUPPORT | $13,000 |
| WHITETAILS UNLIMITED INC | |||||||
| 2100 MICHIGAN ST | STURGEON BAY | WI | 542353710 | N/A | PC | GENERAL SUPPORT | $500 |
| WISCONSIN AMPUTEE GOLF ASSOCIATION | |||||||
| PO BOX 28441 | ALBION | WI | 53534 | N/A | PC | GENERAL SUPPORT | $1,500 |
| WISCONSIN DIALYSIS CLINIC | |||||||
| 3034 FISH HATCHERY RD | FITCHBURG | WI | 537133125 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THREE GAITS | |||||||
| 3741 STATE RD 138 | STOUGHTON | WI | 53589 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN PUBLIC RADIO | |||||||
| PO BOX 697 | RACINE | WI | 534010697 | N/A | PC | GENERAL SUPPORT | $200 |
| WISCONSIN STATE JOURNAL YOUTH SERVICES INC | |||||||
| 1901 FISH HATCHERY RD | MADISON | WI | 537131248 | N/A | PC | EMPTY STOCKING CLUB | $1,000 |
| FRIENDS OF WISCONSIN PUBLIC TELEVISION | |||||||
| 821 UNIVERSITY AVE RM 1076 | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WOMEN'S CARE CENTER | |||||||
| 3711 ORIN RD | MADISON | WI | 537043642 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 322566033 | N/A | PC | GENERAL SUPPORT | $6,000 |
| YOUNG AMERICAN'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR FL 6 | RESTON | VA | 201911554 | N/A | PC | GENERAL SUPPORT | $1,000 |
| YOUNG LIFE | |||||||
| 1909 TYROL TER | MOUNT HOREB | WI | 535723628 | N/A | PC | GENERAL SUPPORT | $8,000 |
| SPECIAL OLYMPICS WISCONSIN | |||||||
| 2310 CROSSROADS DR STE 1000 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $500 |
| MADISON AREA CRIME STOPPERS | |||||||
| 3500 UNIVERSITY AVE | MADISON | WI | 53705 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BOX OF BALLOONS | |||||||
| PO BOX 28 | SUN PRAIRIE | WI | 53590 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | |||||||
| 999 N 92ND ST | WAUWATOSA | WI | 53226 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CROSS PLAINS AREA EMS | |||||||
| 2027 PARK ST | CROSS PLAINS | WI | 535289610 | N/A | PC | GENERAL SUPPORT | $500 |
| NEW GLARUS HIGH SCHOOL | |||||||
| 1701 2ND ST | NEW GLARUS | WI | 53574 | N/A | PC | BASEBALL TEAM | $300 |
| NFL FOUNDATION | |||||||
| 345 PARK AVE | NEW YORK | NY | 10154 | N/A | PC | GENERAL SUPPORT | $3,000 |
| REAP FOOD GROUP | |||||||
| 306 E WILSON AT STE 2E | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 |
| RETT SYNDROME | |||||||
| 46000 DEVITT DR | CINCINNATI | OH | 45246 | N/A | PC | GENERAL SUPPORT | $500 |
| RIVER FOOD PANTRY | |||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SOUTHWEST DANE COUNTY OUTREACH | |||||||
| 107 N GROVE ST | MOUNT HOREB | WI | 53572 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SSM HEALTH FOUNDATION | |||||||
| 1313 FISH HATCHERY RD | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $10,000 |
| VALLEY OF OUR LADY MONASTERY | |||||||
| E11096 YANKE DR | PRAIRIE DU SAC | WI | 535789737 | N/A | PC | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | N/A | PC | UW WRESTLING | $2,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | N/A | PC | MENDOTA GRIDIRON CLUB | $5,000 |
| BADGER BASKETBALL BOOSTERS INC | |||||||
| 601 W DAYTON ST | MADISON | WI | 537151206 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNIVERSITY OF WISCONSIN UNION SOUTH | |||||||
| 1308 W DAYTON ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF WISCONSIN CARBONE CANCER CENTER | |||||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | N/A | PC | PEDIATRIC CANCER RESEARCH | $1,000 |
| VETERANS OF FOREIGN WARS POST 9511 | |||||||
| 2787 ERBE RD | BLUE MOUNDS | WI | 53517 | N/A | PC | GENERAL SUPPORT | $1,704 |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HEIGHTS | |||||||
| PO BOX 5505 | BLACK EARTH | WI | 53515 | N/A | PC | GENERAL SUPPORT | $500 |
| NEW GLARUS VETERANS AND GREEN COUNTY VETERANS | |||||||
| PO BOX 878 | NEW GLARUS | WI | 53574 | N/A | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | UW CREW TEAM | $1,683 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | UW MEN'S BASKETBALL AND FOOTBALL | $411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,810 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $908,758 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,063,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,063,333 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS - EQUITY | $2,634,565 | $3,231,269 |
| MUTUAL FUNDS - INTERNATIONAL | $2,036,494 | $3,020,121 |
| EQUITIES | $3,410,808 | $4,927,625 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,463 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $151,101 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $7,289 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,289 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $45,492 | Amt |
| Net Investment Income | $45,492 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INVESTMENT TAXES | CategoryTxt |
| Amt | $3,884 | Amt |
| Net Investment Income | $3,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments