PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-22
- IRS object ID
- 201821429349100007
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-22T10:07:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822843677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULLOFF LEBEN & TAYLOR LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD STE 203 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | 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 | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GALVIN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN LEBEN | PreparerPersonNm |
| PTIN | P01569649 | PTIN |
| Phone | 4147770700 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| 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 | $769,244 | 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 |
| Dividends Rev And Expnss | $23,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,580 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,242 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,187 | CashBOYAmt |
| Cash EOY | $11,294 | CashEOYAmt |
| Cash EOYFMV | $11,294 | CashEOYFMVAmt |
| US Government Obligations BOY | $101,127 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $122,769 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $120,095 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $276,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $397,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $133,043 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $144,466 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $144,523 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $121,840 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $655,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $631,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $769,244 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $655,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $631,194 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $631,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $631,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $631,194 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $631,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 SHS FT WAYNE IN RDA 5.24%21VP D | P | 2013-09-04 | 2017-12-01 | $5,000 | $5,064 | -$64 | -$64 |
| 25 SHS AKAMAI TECHNOLOGIES | P | 2016-05-12 | 2017-02-13 | $1,584 | $1,295 | $289 | $289 |
| 25 SHS GLOBAL PAYMENTS INC | P | 2014-09-09 | 2017-10-24 | $2,426 | $906 | $1,520 | $1,520 |
| 45 SHS PRINCIPAL FINANCIAL | P | 2016-04-20 | 2017-10-24 | $3,056 | $1,966 | $1,090 | $1,090 |
| 35000 SHS UNION PACIFIC CO 5.75%17 D | P | 2009-01-12 | 2017-11-15 | $35,000 | $35,000 | ||
| 25 SHS AKAMAI TECHNOLOGIES | P | 2016-08-23 | 2017-02-13 | $1,584 | $1,364 | $220 | $220 |
| 125 SHS HANCOCK JOHN FINANCIAL OPPOR | P | 2009-12-21 | 2017-10-24 | $4,749 | $1,754 | $2,995 | $2,995 |
| 25 SHS ROCKWELL AUTOMATION | P | 2014-09-09 | 2017-02-13 | $3,800 | $2,925 | $875 | $875 |
| 100 SHS PRIVATEBANCORP 7.125%PFDCA | P | 2016-10-11 | 2017-10-30 | $2,500 | $2,678 | -$178 | -$178 |
| 5 SHS ALPHABET INC. CLASS C | P | 2016-04-20 | 2017-02-13 | $4,077 | $3,791 | $286 | $286 |
| 50 SHS HANCOCK JOHN FINANCIAL OPPORT | P | 2009-12-21 | 2017-02-13 | $1,809 | $701 | $1,108 | $1,108 |
| 15 SHS ROCKWELL AUTOMATION | P | 2015-04-17 | 2017-02-13 | $2,280 | $1,701 | $579 | $579 |
| 100 SHS PRIVATEBANCORP 7.125%PFDCA | P | 2016-10-11 | 2017-10-30 | $2,500 | $2,664 | -$164 | -$164 |
| 25 SHS AMETEK INC | P | 2015-04-17 | 2017-10-24 | $1,709 | $1,297 | $412 | $412 |
| 14.658 SHS HARBOR INTERNATIONAL FUND | P | 2005-11-28 | 2017-10-24 | $1,000 | $727 | $273 | $273 |
| 100 SHS S E I INVESTMENTS CO | P | 2015-04-17 | 2017-02-13 | $4,923 | $4,395 | $528 | $528 |
| 100 SHS PRIVATEBANCORP 7.125%PFDCA | P | 2016-10-11 | 2017-10-30 | $2,500 | $2,664 | -$164 | -$164 |
| 75 SHS BOTTOMLINE TECH | P | 2014-09-09 | 2017-10-24 | $2,469 | $2,078 | $391 | $391 |
| 20.848 SHS HARBOR INTERNATIONAL FUND | P | 2005-11-28 | 2017-02-13 | $1,250 | $1,035 | $215 | $215 |
| 50 SHS SS&C TECHNOLOGS HLDG | P | 2016-04-20 | 2017-10-24 | $2,092 | $1,518 | $574 | $574 |
| 100 SHS PRIVATEBANCORP 7.125%PFDCA | P | 2016-10-11 | 2017-10-30 | $2,500 | $2,664 | -$164 | -$164 |
| 50 SHS BOTTOMLINE TECH | P | 2014-09-09 | 2017-02-13 | $1,295 | $1,385 | -$90 | -$90 |
| 25 SHS HOLOGIC INC | P | 2014-09-09 | 2017-02-13 | $984 | $642 | $342 | $342 |
| 36.12 SHS TWEEDY BROWNE GLOBAL VALUE | P | 2014-10-23 | 2017-10-24 | $1,000 | $967 | $33 | $33 |
| 100 SHS ADAMS NATURAL RESOURCES | P | 2015-12-31 | 2017-10-24 | $1,931 | $1,764 | $167 | $167 |
| 50 SHS CA INC | P | 2011-03-24 | 2017-02-13 | $1,577 | $1,194 | $383 | $383 |
| 25 SHS ILLINOIS TOOL WORKS | P | 2008-10-20 | 2017-02-13 | $3,214 | $836 | $2,378 | $2,378 |
| 78.571 SHS TWEEDY BROWNE GLOBAL VALU | P | 2014-10-23 | 2017-02-13 | $2,000 | $2,103 | -$103 | -$103 |
| 100 SHS ADAMS NATURAL RESOURCES | P | 2017-02-13 | 2017-10-24 | $1,931 | $2,030 | -$99 | -$99 |
| 50 SHS DISCOVERY COMM INC CLASS C | P | 2015-04-17 | 2017-10-24 | $930 | $1,574 | -$644 | -$644 |
| 300 SHS NAVIENT CORP 5.256%XXXMATU | P | 2015-04-23 | 2017-03-15 | $7,500 | $7,395 | $105 | $105 |
| 20 SHS VISA INC CLASS A | P | 2011-03-10 | 2017-10-24 | $2,136 | $360 | $1,776 | $1,776 |
| 10 SHS ADOBE SYSTEMS INC | P | 2004-02-06 | 2017-02-13 | $1,154 | $195 | $959 | $959 |
| 25 SHS DISCOVERY COMM INC CLASS C | P | 2015-10-20 | 2017-10-24 | $465 | $685 | -$220 | -$220 |
| 100 SHS NAVIENT CORP 5.256%XXXMATU | P | 2016-10-11 | 2017-03-15 | $2,500 | $2,518 | -$18 | -$18 |
| 100 SHS W S F S FINANCI 6.25%XXXCA | P | 2015-04-17 | 2017-09-01 | $2,500 | $2,655 | -$155 | -$155 |
| 300 SHS AES TRUST III 6.75% PFDCONV | P | 2010-08-03 | 2017-06-23 | $15,000 | $13,932 | $1,068 | $1,068 |
| 100 SHS DISCOVERY COMM INC CLASS C | P | 2015-10-20 | 2017-10-24 | $1,860 | $2,742 | -$882 | -$882 |
| 50 SHS ISHARES CORE MSCI EMERGING ET | P | 2016-04-20 | 2017-02-13 | $2,307 | $2,146 | $161 | $161 |
| 200 SHS W S F S FINANCI 6.25%XXXCA | P | 2015-04-17 | 2017-09-01 | $5,000 | $5,310 | -$310 | -$310 |
| 294 SHS AFFILIATED MAN 6.375%PFDCA | P | 2016-03-17 | 2017-08-15 | $7,350 | $7,711 | -$361 | -$361 |
| 75 SHS DISCOVERY COMM INC CLASS C | P | 2016-04-20 | 2017-10-24 | $1,395 | $2,080 | -$685 | -$685 |
| 50 SHS MICROSOFT CORP | P | 2003-12-18 | 2017-02-13 | $3,210 | $1,365 | $1,845 | $1,845 |
| 100 SHS W S F S FINANCI 6.25%XXXCA | P | 2016-03-17 | 2017-09-01 | $2,500 | $2,654 | -$154 | -$154 |
| 100 SHS AFFILIATED MAN 6.375%PFDCA | P | 2016-03-17 | 2017-08-15 | $2,500 | $2,624 | -$124 | -$124 |
| 150 SHS EVERTEC INC F | P | 2014-07-10 | 2017-10-24 | $2,136 | $3,284 | -$1,148 | -$1,148 |
| 10 SHS PEPSICO INCORPORATED | P | 2008-08-19 | 2017-02-13 | $1,062 | $596 | $466 | $466 |
| 35 SHS ZIMMER BIOMET HLDGS | P | 2016-12-28 | 2017-10-24 | $4,233 | $3,626 | $607 | $607 |
| 6 SHS AFFILIATED MAN 6.375%PFDCALL | P | 2016-03-17 | 2017-08-15 | $150 | $157 | -$7 | -$7 |
| 50 SHS EXPRESS SCRIPTS HLDG | P | 2015-04-17 | 2017-10-24 | $2,905 | $4,291 | -$1,386 | -$1,386 |
| 15 SHS PEPSICO INCORPORATED | P | 2008-10-20 | 2017-02-13 | $1,592 | $893 | $699 | $699 |
| 15 SHS AFFILIATED MANAGERS | P | 2016-04-20 | 2017-10-24 | $2,944 | $2,646 | $298 | $298 |
| 25 SHS FIDELITY NATL INFO | P | 2007-12-10 | 2017-10-24 | $2,381 | $653 | $1,728 | $1,728 |
| 25 SHS PEPSICO INCORPORATED | P | 2009-03-24 | 2017-02-13 | $2,654 | $1,489 | $1,165 | $1,165 |
| 25 SHS AFLAC INC | P | 2014-07-10 | 2017-10-24 | $2,101 | $1,564 | $537 | $537 |
| 20 SHS FISERV INC | P | 2008-10-20 | 2017-10-24 | $2,545 | $368 | $2,177 | $2,177 |
| 5 SHS PRINCIPAL FINANCIAL | P | 2005-03-14 | 2017-10-24 | $340 | $193 | $147 | $147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,515 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,446 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,847 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $741,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,275 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $769,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $811,113 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $791,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $724,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082631 | DistributionYr5Rt |
| Total Distribution | 0.384335 | TotalDistributionRt |
| Average Distribution | 0.076867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $747,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,487 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $426 | SubtotalAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $426 | 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 | JEAN GALVIN | IndividualWithBooksNm |
| Phone | 2623777976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | 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 |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 1270 E SHERIDAN BRIDGE LN | OLATHE | KS | 66062 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | VP/SEC | 000.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LN | MEQUON | WI | 53092 | DIRECTOR | 000.00 | $0 | $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 |
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 | $742,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $759,271 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $759,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $426 | TotalTaxAmt |
| Distributable Before Adj | $36,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $426 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,849 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,968 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,275 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,307 | RemainingDistriFromCorpusAmt |
| Total Corpus | $137,477 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,589 | ExcessFromYear4Amt |
| Excess From Year3 | $21,502 | ExcessFromYear3Amt |
| Excess From Year2 | $16,458 | ExcessFromYear2Amt |
| Excess From Year1 | $23,618 | ExcessFromYear1Amt |
| Excess From Current Year | $30,307 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES OF OZAUKEE COUNTY | |||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NON PROFIT | CLIENT ASSISTANCE AND SHELTER FOOD | $2,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 620 S 76TH ST STE 160 | MILWAUKEE | WI | 53214 | NON PROFIT | OPERATION STRONGER TOGETHER | $2,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 6900 COLLEGE BLVD STE 250 | OVERLAND PARK | KS | 66211 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| CARE NET PREGNANCY CENTER | |||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 53211 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 12615 PARALLEL PARKWAY | KANSAS CITY | KS | 66109 | NON PROFIT | GENERAL SUPPORT | $3,000 | ARCHDIOCESE OF KANSAS CITY |
| COOKIE CART | |||||||
| 2655 LYDIARD AVE | EXCELSIOR | MN | 55331 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| HOPE NETWORK | |||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 6315 W 110TH ST | OVERLAND PARK | KS | 66211 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| KANSAN'S FOR LIFE | |||||||
| 7808 FOSTER STREET | OVERLAND PARK | KS | 66204 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| KANSAS CITY RESCUE MISSION | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NON PROFIT | GENERAL SUPPORT | $2,500 | |
| KINDNESS CONNECTION | |||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $5,000 | |
| KOHLER ART CENTER | |||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NON PROFIT | YOUTH PROGRAMS | $2,000 | |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NON PROFIT | YOUTH PROGRAMS | $2,000 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 NORTH 19TH ST | MILWAUKEE | WI | 53233 | NON PROFIT | GENERAL SUPPORT | $4,000 | |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NON-PROFIT | EDUCATION SUPPORT FOR YOUTH | $3,000 | |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 880 SW NUIMBUS AVE STE B | BEAVERTON | OR | 97201 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| SALVATION ARMY | |||||||
| 11315 W WATERTOWN PLANK R | WAUWATOSA | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NON PROFIT | HURRICANE & FLOOD VICTIMS | $10,000 | |
| SLEEPYHEADS BEDS | |||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | NON PROFIT | GENERAL SUPPORT | $2,500 | |
| SPENCER C DUNCAN MAKE IT COUNT FOUN | |||||||
| 119 N PARKER 175 | OLATHE | KS | 66061 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | |||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| WILL-WALK INTO LIFE AND LEARN FOUND | |||||||
| PO BOX 1083 | BENICIA | CA | 94510 | NON PROFIT | GENERAL SUPPORT | $6,000 | |
| WORLD VISION | |||||||
| MAIL STOP 110 PO BOX 9716 | FEDERAL WAY | WA | 980639716 | NON PROFIT | FOOD SAVING FOOD | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,580 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB CORP BONDS | BondNm |
| EOY Book Value | $144,466 | EOYBookValueAmt |
| EOYFMV | $144,523 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $262,496 | EOYBookValueAmt |
| EOYFMV | $397,066 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $122,769 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $120,095 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB MUTUAL FUNDS | AT COST | $20,136 | $22,987 |
| CHARLES SCHWAB OTHER INVESTMENTS | AT COST | $55,008 | $53,364 |
| CHARLES SCHWAB ETF | AT COST | $15,025 | $19,915 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES AND CHARGES | CategoryTxt |
| Amt | $2,242 | Amt |
| Net Investment Income | $2,242 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $83 | $83 |
| FEDERAL INCOME TAX | $428 | $428 |
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