GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC (EIN 39-6044355)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201801299349101000
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)
Return2018-05-09T09:17:38-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOLEY & LARDNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532025306ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396044355EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Marianne and George Markham FoundationBusinessNameLine1Txt
Business Name Line2c/o Elser Enterprises IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ELSER ENTERPRISES INCInCareOfNm
Business Name ControlMARKBusinessNameControlTxt
Phone4142252284PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 E Wisconsin Avenue Suite 3080AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON J KOHOUTPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4142712400PhoneNum
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM R HUGHESPreparerPersonNm
PTINP00877340PTIN
Phone4142712400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address151.153.1.1IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39556220181295000000FederalOriginalSubmissionId
Federal Original Submission Id2018-05-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id00B26778A0908D8D813F6A2C0F3FEBAFB9A99279AtSubmissionCreationDeviceId
At Submission Filing Device Id00B26778A0908D8D813F6A2C0F3FEBAFB9A99279AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$483,506FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$603InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$603InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,153DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,662NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$25,662CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,418TotalRevAndExpnssAmt
Total Net Invst Incm$34,418TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$190TaxesRevAndExpnssAmt
Taxes Net Invst Incm$123TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$395OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$346OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$49OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,085TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$719TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$299TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,635TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$719TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,783ExcessRevenueOverExpensesAmt
Net Investment Income$33,699NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$75,798SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,127SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$234,637USGovernmentObligationsBOYAmt
Other Investments BOY$109,271OtherInvestmentsBOYAmt
Other Investments EOY$383,036OtherInvestmentsEOYAmt
Other Investments EOYFMV$407,032OtherInvestmentsEOYFMVAmt
Other Assets EOY$347OtherAssetsEOYAmt
Other Assets EOYFMV$347OtherAssetsEOYFMVAmt
Total Assets BOY$419,706TotalAssetsBOYAmt
Total Assets EOY$459,510TotalAssetsEOYAmt
Total Assets EOYFMV$483,506TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$313CapitalStockBOYAmt
Capital Stock EOY$313CapitalStockEOYAmt
Retained Earning BOY$419,393RetainedEarningBOYAmt
Retained Earning EOY$459,197RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$419,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$459,510TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$419,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$459,510TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$419,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,783ExcessRevenueOverExpensesAmt
Other Increases$21OtherIncreasesAmt
Subtotal$459,510SubtotalAmt
Tot Net Ast Or Fund Balances EOY$459,510TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmt
PUBLICLY TRADED SECURITIESP$24,239
LONG TERM CAPITAL GAINP$1,423
FieldValueIRS element (for citing)
Capital Gain Net Income$25,662CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,070AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$434,002NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078502DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,286AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$290,883NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055988DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,284AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$284,503NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.092386DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,086AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$309,684NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077776DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,251AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$331,705NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067081DistributionYr5Rt
Total Distribution0.371733TotalDistributionRt
Average Distribution0.074347AverageDistributionRt
Net Vl Noncharitable Assets$459,434NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,158AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$337NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,495AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,849QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$337InvestmentIncomeExciseTaxAmt
Subtotal$337SubtotalAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$337TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELSER ENTERPRISES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142252284PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVE SUITE 3080AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M NICHOLSON
777 E Wisconsin AvenueMilwaukeeWI53202PRESIDENT AND TREASURER1.0$0$0$0
PHILIP T NICHOLSON
777 E Wisconsin AvenueMilwaukeeWI53202VICE PRESIDENT1.0$0$0$0
JASON J KOHOUT
777 E Wisconsin AvenueMilwaukeeWI53202SECRETARY & ASST TREAS1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$382,775AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,655AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$466,430TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$466,430AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,996CashDeemedCharitableAmt
Net Vl Noncharitable Assets$459,434NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,972MinimumInvestmentReturnAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Total Tax$337TotalTaxAmt
Distributable Before Adj$22,635DistributableBeforeAdjAmt
Distributable Before Ded$22,635DistributableBeforeDedAmt
Distributable As Adjusted$22,635DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$43,849QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$337PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$43,512AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,635DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$20,950ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,660ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,025ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,279ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,504ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$94,418TotalExcessDistributionCyovAmt
Qualifying Distributions$43,849QualifyingDistributionsAmt
Applied To Current Year$22,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,214RemainingDistriFromCorpusAmt
Total Corpus$115,632TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,950ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$94,682ExcessDistriCyovToNextYrAmt
Excess From Year4$21,660ExcessFromYear4Amt
Excess From Year3$25,025ExcessFromYear3Amt
Excess From Year2$14,279ExcessFromYear2Amt
Excess From Year1$12,504ExcessFromYear1Amt
Excess From Current Year$21,214ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZAZBETH M NICHOLSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPCA
PO BOX 96929WASHINGTONDC20077NONEPCGENERAL$300
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONEPCGENERAL$500
AMERICAN CIVIL LIBERTIES UNION FDN
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCGENERAL$1,000
AMNESTY INTERNATIONAL USA
5 PENN PLAZA 5TH FLOORNEW YORKNY10001NONEPCGENERAL$300
AUSTIN PETS ALIVE
1156 W CESAR CHAVEZAUSTINTX78703NONEPCGENERAL$250
BACKCOUNTRY HUNTERS AND ANGLERS
725 W ADLER SUITE 11MISSOULAMT59802NONEPCGENERAL$250
BOULDER COMMUNITY HOSPITAL FOUNDATION
1100 BALSAMBOULDERCO80301NONEPCGENERAL$500
BOULDER HISTORY MUSEUM
1206 EUCLID AVEBOULDERCO80302NONEPCGENERAL$300
BRIDGE HOUSE
5345 ARAPAHOE AVE 5BOULDERCO80303NONEPCGENERAL$1,000
CHAUTAUQUA FOUNDATION
1 AMES AVECHAUTAUQUANY14722NONEPCGENERAL$250
COLORADO PUBLIC RADIO-KVOD
7409 S ALTON CTCENTENNIALCO80112NONEPCGENERAL$250
COLORADO PUBLIC RADIO-NEWS
7409 S ALTON CTCENTENNIALCO80112NONEPCGENERAL$500
COLORADO PUBLIC TELEVISION
2900 WELTON STDENVERCO80205NONEPCGENERAL$500
COMMUNITY FOOD SHARE INC
650 S TAYLOR AVELOUISVILLECO80027NONEPCGENERAL$1,000
THE COMMUNITY FOUNDATION
2425 35TH AVE SUITE 201GREENLEYCO80634NONEPCGENERAL$1,000
DAIRY CENTER OF THE ARTS
2590 WALNUT STBOULDERCO80305NONEPCGENERAL$300
DENVER ART MUSEUM
PO BOX 17765DENVERCO80217NONEPCGENERAL$300
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMA21741NONEPCGENERAL$1,000
DANCEWAVE
45 FOURTH AVENUEBROOKLYNNY11217NONEPCGENERAL$500
DUMB FRIENDS LEAGUE
2080 S QUEBEC STDENVERCO80231NONEPCGENERAL$250
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500SAN FRANCISCOCA94111NONEPCGENERAL$250
ELECTRONIC FRONTIER FOUNDATION
815 EDDY STREETSAN FRANCISCOCA94109NONEPCGENERAL$500
ESTES PARK MEDICAL CENTER FOUNDATION
555 PROSPECT AVEESTES PARKCO80517NONEPCGENERAL$400
EQUAL JUSTICE UNDER LAW
601 PENNSYLVANIA AVE SWWASHINGTONDC20004NONEPCGENERAL$250
GLOBAL GIVING
1110 VERMONT AVE NW SUITE 550WASHINGTONDC20005NONEPCGENERAL$250
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVE SUITE 6000HOUSTONTX77056NONEPCGENERAL$250
HARVARD UNIVERSITY
124 MT AUBURN STCAMBRIDGEMA02138NONEPCGENERAL$500
HIGH COUNTRY NEWS
PO BOX 1090PAONIACO81428NONEPCGENERAL$1,500
HOPE FOR THE WARRIORS
5101 C BLACKLICK RDANNADALEVA22003NONEPCGENERAL$250
HUMANE ANIMAL WELFARE SOCIETY
701 NORTHVIEW RDWAUKESHAWI53188NONEPCGENERAL$250
INTERCAMBIO DE COMUNIDADES
4735 WALNUT ST SUITE BBOULDERCO80301NONEPCGENERAL$1,300
KGNU INDEPENDENT COMMUNITY RADIO
4700 WALNUT STBOULDERCO80301NONEPCGENERAL$200
KLRU AUSTIN PBS
PO BOX 7158AUSTINTX78713NONEPCGENERAL$250
LIGHTHOUSE WRITERS WORKSHOP
1515 RACE STDENVERCO80206NONEPCGENERAL$500
MILTON ACADEMY
170 CENTRE STMILTONMA02186NONEPCGENERAL$250
NATIONAL IMMIGRATION LAW CENTER
3450 WILSHIRE BLVD 108-62LOS ANGELESCA90010NONEPCGENERAL$250
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STNEW YORKNY10011NONEPCGENERAL$3,000
NEW YORK TIMES NEEDIEST CASES FUND
4 CHASE METROTECH CENTER 7TH FLOORBROOKLYNNY11245NONEPCGENERAL$250
OXFAM AMERICA
226 CAUSEWAY STBOSTONMA02114NONEPCGENERAL$500
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH STDENVERCO80207NONEPCGENERAL$1,500
PLANNED PARENTHOOD OF WISCONSIN
302 NORTH JACKSON STMILWAUKEEWI53202NONEPCGENERAL$500
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC200907166NONEPCGENERAL$500
PLANNED PARENTHOOD OF GREATER TEXAS
123 WILLIAM STNEW YORKNY10038NONEPCGENERAL$250
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543NONEPCGENERAL$500
PRO PUBLICA INC
55 BROADWAY 23RD FLOORNEW YORKNY10006NONEPCGENERAL$1,000
ROCKY MOUNTAIN PBS
1089 BANNOCK STDENVERCO80204NONEPCGENERAL$1,000
SAFE PLACE
PO BOX 19454AUSTINTX78760NONEPCGENERAL$500
THE SALVATION ARMY
1370 PENNSYLVANIA STDENVERCO80203NONEPCGENERAL$500
SAVE THE CHILDREN
501 KINGS HWY EAST SUITE 400FAIRFIELDCT06825NONEPCGENERAL$500
SAVE THE HARBORSAVE THE BAY
212 NORHTERN AVE SUITE 304WBOSTONMA02210NONEPCGENERAL$2,000
SIERRA CLUB
2101 WEBSTER ST SUITE 1300OAKLANDCA94612NONEPCGENERAL$500
STANFORD MAGAZINE
PO BOX 20466STANFORDCA94309NONEPCGENERAL$150
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309NONEPCGENERAL$2,250
STANFORD UNIVERSITY LAW SCHOOL
559 NATHAN ABBOT WAYSTANFORDCA94305NONEPCGENERAL$2,000
UNIVERSITY OF COLORADO FOUNDATION
PO BOX 17126BOULDERCO80217NONEPCGENERAL$250
UNIVERSITY OF TEXAS FOUNDATION
111 CONGRESS AVEAUSTINTX78701NONEPCGENERAL$250
WATCH TOWER BIBLE AND TRACT SOCIETY
25 COLUMBUS HEIGHTSBROOKLYNNY11201NONEPCGENERAL$5,000
WESTERN NATIONAL PARKS ASSOCIATION
12880 N VISTOSO VILLAGE WAYTUCSONAZ85755NONEPCGENERAL$250
WESTOVER SCHOOL
1237 WHITTEMORE RDMIDDLEBURYCT06762NONEPCGENERAL$1,500
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STBOSTONMA02135NONEPCGENERAL$1,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEPCGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$603ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,153ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,662ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,418ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,418TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonELIZABETH M NICHOLSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ELSER ENT 777 E WISC AVE STEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryELSER ENTERPRISESCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL FUND$30,559$35,133
AMERICAN FUNDS EUROPACIFIC$31,943$37,440
BAIRD INTER BOND FUND$168,133$167,222
PIMCO FOREIGN BOND FUND$9,550$9,704
PIMCO REAL RETURN FUND$19,099$18,979
WELLS ADVANTAGE INTL BD FUND$9,550$10,247
ISHARES TR S&P 500/BARRA$20,943$24,596
ISHARES TR S&P 500 VALUE$20,916$22,620
ISHARES RUSSELL 2000 VALUE IDX$14,202$14,839
ISHARES RUSSELL 2000 GROWTH ID$14,260$16,616
SPDR TR UNIT SER 1$43,881$49,636

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH IN TRANSITDesc
EOY Book Value$347EOYBookValueAmt
EOYFMV$347EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COUNSEL$140$140
CUSTODY FEE$177$177
TAX PREPARATION FEE$58$29$29
ANNUAL REPORT$20$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD CASH IN TRANSITDesc
Amt$21Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2016 EXCISE TAX$67
FOREIGN TAXES WITHHELD$123$123

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