SISTER IRMGARD DELFING CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SISTER IRMGARD DELFING CHARITABLE TR (EIN 39-6781271)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201831279349100878
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T11:37:43-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMI Trust Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S 84th Street Suite 325 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | 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 | 396781271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELFING CHAR TR SISTER IRMGARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELF | BusinessNameControlTxt |
| Phone | 9207494210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o BMO HARRIS BANK NA 115 S 84th S | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE HORSTMEIER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9207494210 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA LESPERANCE CPA | PreparerPersonNm |
| PTIN | P00473242 | PTIN |
| Phone | 4148753240 | PhoneNum |
| Preparation | 2018-05-04 | 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 | $16,725,699 | 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 | $335,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $335,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $979,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,929,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $979,443 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $12,247 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,860 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,324,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,314,481 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,247 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,634 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $111,634 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,553 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $125,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $787,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $787,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $912,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $787,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $411,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,199,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,247 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,445 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $547,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $525,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,952 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,962,326 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,322,270 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,636,450 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $36,187 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,802 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,802 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,687,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,103,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,725,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,687,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,103,522 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,687,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,103,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,687,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,103,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,687,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $411,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,229 | OtherIncreasesAmt |
| Subtotal | $13,104,659 | SubtotalAmt |
| Other Decreases | $1,137 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,103,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| See Attached Schedule | P | 2017-01-01 | 2017-12-31 | $920,630 | $0 | $908,383 | $12,247 | $0 | $0 | $0 | $12,247 |
| See Attached Schedule | P | 2010-01-01 | 2017-12-31 | $3,615,751 | $0 | $3,041,537 | $574,214 | $0 | $0 | $0 | $574,214 |
| Long Term Capital Gain Dividends | P | 2010-01-01 | 2017-12-31 | $392,982 | $0 | $0 | $392,982 | $0 | $0 | $0 | $392,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $979,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,247 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $737,573 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,941,487 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $806,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,495,798 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $795,302 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,780,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050397 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $738,944 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,961,351 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $738,944 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,985,433 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052837 | DistributionYr5Rt |
| Total Distribution | 0.254021 | TotalDistributionRt |
| Average Distribution | 0.050804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,027,103 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $814,241 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,993 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $826,234 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $787,871 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,986 | SubtotalAmt |
| Tax Based On Investment Income | $23,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,860 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $9,860 | OriginalReturnTaxPaidAmt |
| Tax Due | $14,126 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO HARRIS BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142877181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST KILBOURN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO HARRIS BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E KILBOURN AVE STE 200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $111,634 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,271,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,271,171 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,271,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,027,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $801,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $801,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,986 | TotalTaxAmt |
| Distributable Before Adj | $777,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $777,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $777,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $787,871 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $787,871 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $787,871 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $777,369 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,456 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,268 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $787,871 | QualifyingDistributionsAmt |
| Applied To Current Year | $777,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,502 | RemainingDistriFromCorpusAmt |
| Total Corpus | $152,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,456 | ExcessFromYear4Amt |
| Excess From Year3 | $25,268 | ExcessFromYear3Amt |
| Excess From Year2 | $56,138 | ExcessFromYear2Amt |
| Excess From Year1 | $359 | ExcessFromYear1Amt |
| Excess From Current Year | $10,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BMO HARRIS BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Kilbourn Ave Ste 200 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOENSTATT SISTERS OF MARY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W284 N404 CHERRY LANE | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531889416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | RELIGIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING EXPENSES | GrantOrContributionPurposeTxt |
| Amt | $787,071 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $787,071 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $979,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,314,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,314,481 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST PAID ON PURCHASE DEFERRED TO 2018 | Desc |
| Amt | $1,137 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Refund | Desc |
| Revenue And Expenses Per Books | $9,860 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest paid on purchase in 2016 for 2017 | $1,255 |
| Change in accrual | $4,974 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAX | $9,860 | |
| PRIOR YEAR TAX DUE | ||
| FOREIGN TAX | $3,553 | $3,553 |
Comments