HARLEY DAVIDSON FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HARLEY DAVIDSON FOUNDATION INC (EIN 39-1769946)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201803109349100730
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-06T11:42:01-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ERDMAN PLACE SUITE 404AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391769946EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harley-Davidson Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DANITA HALLInCareOfNm
Business Name ControlHARLBusinessNameControlTxt
Phone4143434680PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 West Juneau AvenueAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOANNE BISCHMANNPersonNm
Person TitlePresident & DirectorPersonTitleTxt
Phone4143434680PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob CookPreparerPersonNm
PTINP01240455PTIN
Phone6088318500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.194.10IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39765620183105000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id342C69388EA7BCA13281E38B3DD773C2383BC7B2AtSubmissionCreationDeviceId
At Submission Filing Device Id342C69388EA7BCA13281E38B3DD773C2383BC7B2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,845,740FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,003,193ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$248,326InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$245,089InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$564,494DividendsRevAndExpnssAmt
Dividends Net Invst Incm$478,350DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,569,163NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,564,650GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,582,225CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,385,176TotalRevAndExpnssAmt
Total Net Invst Incm$2,305,664TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$94,371OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$94,371OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,150TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,928OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,436OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$34,492OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$158,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,157TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,692TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,465,988ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,465,988ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,624,980TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,157TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,505,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$760,196ExcessRevenueOverExpensesAmt
Net Investment Income$2,192,507NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$690,092SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$280,361SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$280,361SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$374,386USGovernmentObligationsBOYAmt
US Government Obligations EOY$65,075USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$65,132USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,883,968CorporateStockBOYAmt
Corporate Stock EOY$17,651,068CorporateStockEOYAmt
Corporate Stock EOYFMV$21,856,539CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,615,721CorporateBondsBOYAmt
Corporate Bonds EOY$8,597,450CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,522,537CorporateBondsEOYFMVAmt
Other Investments BOY$536,908OtherInvestmentsBOYAmt
Other Investments EOY$111,082OtherInvestmentsEOYAmt
Other Investments EOYFMV$121,171OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,101,075TotalAssetsBOYAmt
Total Assets EOY$26,705,036TotalAssetsEOYAmt
Total Assets EOYFMV$30,845,740TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$26,101,075CapitalStockBOYAmt
Capital Stock EOY$26,705,036CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$26,101,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,705,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,101,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,705,036TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,101,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$760,196ExcessRevenueOverExpensesAmt
Subtotal$26,861,271SubtotalAmt
Other Decreases$156,235OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,705,036TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$10,104,682$8,982,425$1,122,257$1,122,257
CAPITAL GAIN DIVIDENDS$459,968P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,582,225CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,560,366AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,153,562NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.13112DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,279,287AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,715,135NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.12275DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,352,842AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$27,104,003NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.123703DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,169,671AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,540,083NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.129163DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,501,385AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,429,507NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.111522DistributionYr5Rt
Total Distribution0.618258TotalDistributionRt
Average Distribution0.123652AverageDistributionRt
Net Vl Noncharitable Assets$28,968,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,582,026AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21,925NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,603,951AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,505,680QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43,850InvestmentIncomeExciseTaxAmt
Subtotal$43,850SubtotalAmt
Tax Based On Investment Income$43,850TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,097EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$49,097TotalPaymentsAndCreditsAmt
Overpayment$5,247OverpaymentAmt
Applied To ES Tax$5,247AppliedToESTaxAmt

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
Website Addresswww.harley-davidson.comWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DANITA HALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4143434505PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13700 WEST JUNEAU AVENUEAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53208ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joanne M Bischmann
3700 West Juneau AvenueMilwaukeeWI53208President/Director0.2$0$0$0
John A Olin
3700 West Juneau AvenueMilwaukeeWI53208VP/CFO/Director0.2$0$0$0
J Darrel Thomas
3700 West Juneau AvenueMilwaukeeWI53208VP/Treasurer0.2$0$0$0
Paul J Jones
3700 West Juneau AvenueMilwaukeeWI53208VP/Chief Legal Officer0.2$0$0$0
Stephen W Boettinger
3700 West Juneau AvenueMilwaukeeWI53208Secretary0.2$0$0$0
Heather Malenshek
3700 West Juneau AvenueMilwaukeeWI53208Director0.2$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Baird Investment Management ServicesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 East Investment Management ServAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532025391ZIPCd
FieldValueIRS element (for citing)
Service TypeInvest Mgmt ServicesServiceTypeTxt
Compensation$94,369CompensationAmt
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$28,924,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$485,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,409,753TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,409,753AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$441,146CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,968,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,448,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,448,430MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,850TaxBasedOnInvestmentIncomeAmt
Total Tax$43,850TotalTaxAmt
Distributable Before Adj$1,404,580DistributableBeforeAdjAmt
Distributable Before Ded$1,404,580DistributableBeforeDedAmt
Distributable As Adjusted$1,404,580DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,505,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,505,680QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,505,680AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,404,580DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$1,380,501ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,968,101ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,033,760ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,983,242ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,216,494ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,582,098TotalExcessDistributionCyovAmt
Qualifying Distributions$3,505,680QualifyingDistributionsAmt
Applied To Current Year$1,404,580AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,101,100RemainingDistriFromCorpusAmt
Total Corpus$11,683,198TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,380,501ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,302,697ExcessDistriCyovToNextYrAmt
Excess From Year4$1,968,101ExcessFromYear4Amt
Excess From Year3$2,033,760ExcessFromYear3Amt
Excess From Year2$1,983,242ExcessFromYear2Amt
Excess From Year1$2,216,494ExcessFromYear1Amt
Excess From Current Year$2,101,100ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHarley-Davidson Foundation IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13700 West Juneau AvenueAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53208ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4143434680RecipientPhoneNum
Form And Info And MaterialsDonor forum of Wisconsin common application form. TX, MO, and AZ.FormAndInfoAndMaterialsTxt
Submission DeadlinesApplications may be submitted at any time and will be reviewed on a quarterly basis at the end of MaSubmissionDeadlinesTxt
Restrictions On AwardsMajority of funding is for project program support in WI, PA, IL, OH, TX, MO and AZ.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (184 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Addiction Resource Council Inc
741 N Grand AveSte 200WaukeshaWI53186NonePCProgram Support$4,000
After The Harvest
406 W 34th StSte 816Kansas CityMO64111NonePCProgram Support$2,500
Alabama A&M University Foundation
309 Palton BuildingNormalAL35643NonePCProgram Support$1,875
Alverno College
3400 S 43rd StMilwaukeeWI53234NonePCProgram Support$20,175
American Cancer Society Inc
N19 W 24350 Riverwood DrPO Box 343922WaukeshaWI53188NonePCProgram Support$285
American Financial Services Association Education
919 19th Street NWWashingtonDC20006NonePCProgram Support$30,000
American National Red Cross
2600 W Wisconsin AveMilwaukeeWI53233NonePCProgram Support$20,000
Arts Large Inc
908 S 5th StMilwaukeeWI53204NonePCProgram Support$10,000
Auburn University
317 S College StAuburn UniversityAL36849NoneGOVProgram Support$250
Best Buddies
10425 W North AveWauwatosaWI53226NonePCProgram Support$10,000
Betty Brinn Children's Museum
929 E Wisconsin Ave340MilwaukeeWI53202NonePCProgram Support$10,000
Beyond Vision
5316 W State St2nd FlMilwaukeeWI53208NonePCProgram Support$15,000
Big Brothers Big Sisters of Metropolitan Milwaukee
788 N Jefferson StMilwaukeeWI53202NonePCProgram Support$35,363
Bishop Noll Institute Foundation Inc
1519 Hoffman StSte 600HammondIN46327NonePCProgram Support$1,000
Bizstarts Milwaukee Inc
1555 N Rivercenter DrMilwaukeeWI53212NonePCProgram Support$12,500
Blessings In A Backpack Inc
2924 Woodridge LnWaukeshaWI53188NonePCProgram Support$7,500
Bloom 360 Learning Community
320 E Buffalo StMilwaukeeWI53202NonePCProgram Support$7,198
Board of Park Commissioners of the Cleveland Metro
4101 Fulton ParkwaySte 400ClevelandOH44144NoneGOVProgram Support$3,500
Boys & Girls Club of Greater Scottsdale
10533 E Lakeview DrScottsdaleAZ85258NonePCProgram Support$2,000
Boys & Girls Club of Kansas City
4001 Blue ParkwayKansas CityMO64130NonePCProgram Support$35,000
Boys & Girls Club of Kingman
PO Box 4362Ste 102KingmanAZ86401NonePCProgram Support$2,000
Brewers Community Foundation
One Brewers WayMilwaukeeWI53214NonePCProgram Support$25,000
Bridging the Gap Inc
1427 W 9th StKansas CityMO64101NonePCProgram Support$2,500
Broadscope Disability Services
6102 W Layton AveSte 201GreenfieldWI53220NonePCProgram Support$20,000
Camp Fire National Headquarters
1801 Main StKansas CityMO64108NonePCProgram Support$5,000
Carleton College
1 N College StSte 200NorthfieldMN55057NonePCProgram Support$50
Carroll University
100 N East AveWaukeshaWI53186NonePCProgram Support$4,000
Catholic Charities Corporation
7911 Detroit AveClevelandOH44102NonePCProgram Support$2,000
Cedarburg School District
W68N611 Evergreen BlvdCedarburgWI53012NoneGOVProgram Support$500
Center for Veterans Issues
315 W Court StMilwaukeeWI53212NonePCProgram Support$75,000
Chesapeake Bay Foundation
6 Herndon AveAnnapolisMD21403NonePCProgram Support$7,000
Chicago Cares Inc
2 N Riverside PlazaChicagoIL60606NonePCProgram Support$25,000
Chicago Coalition for the Homeless
70 E Lake StSte 1800ChicagoIL60601NonePCProgram Support$25,000
Children's Advocacy Center of Collin County
2205 Los Rios BlvdSte 720PlanoTX75074NonePCProgram Support$25,000
Children's Aid Society at the Lehman Center
400 W Market StYorkPA17401NonePCProgram Support$7,500
Children's Hospital and Health System Foundation
PO Box 1997 MS 3050MilwaukeeWI532011997NonePCProgram Support$200,000
Columbia St Mary's Foundation
Heritage CenterMilwaukeeWI53211NonePCProgram Support$30,000
Commemorative Air Force Wisconsin Wing
N31W23808 Rough Hill Rd2320 N Lake DrPewaukeeWI53072NonePCProgram Support$1,000
CommonGround MinistryElena's House
624 N 103rd StWauwatosaWI53226NonePCProgram Support$10,000
Cristo Rey Jesuit Corporate Work Study Program
1215 S 45th StWest MilwaukeeWI53214NonePCProgram Support$28,500
CureSearch for Children's Cancer
4600 East-West HighwayBethesdaMD20814NonePCProgram Support$1,500
Dallas Area Rape Crisis Center
8198 Walnut Hill LnSte 600DallasTX75231NonePCProgram Support$5,000
Danceworks Inc
1661 N Water StMilwaukeeWI53202NonePCProgram Support$7,000
Daystar Inc
PO Box 2130MilwaukeeWI532012130NonePCProgram Support$5,000
Delaware Valley Golden Retriever Rescue Inc
60 Vera Cruz RdReinholdsPA17569NonePCProgram Support$1,000
Diamond Jubilee Pearls Foundation Inc
PO Box 510426MilwaukeeWI53203NonePCProgram Support$525
Discovery World
500 N Harbor DrMilwaukeeWI53202NonePCProgram Support$10,000
DreamBikes Inc
801 W Madison StWaterlooWI53594NonePCProgram Support$5,000
Easter Seals
222 S 114th StWest AllisWI53227NonePCProgram Support$5,000
Elm Grove Lutheran School
945 Terrace DrElm GroveWI53122NonePCProgram Support$4,900
EquiTeam Support Services
1200 S Pleasant AveDallastownPA17313NonePCProgram Support$5,900
Fielding Graduate University
2020 De La Vina StSanta BarbaraCA93105NonePCProgram Support$250
First Immanuel Lutheran School
W67 N622 Evergreen BlvdCedarburgWI53012NonePCProgram Support$1,500
First Stage Milwaukee
325 W Walnut StMilwaukeeWI53212NonePCProgram Support$10,000
Foundation For Rural Housing Inc
4510 Regent StMadisonWI53705NonePCProgram Support$4,000
Girl Scouts of Northeast Kansas & Northwest Missou
8383 Blue ParkwaySte 2CKansas CityMO64133NonePCProgram Support$3,000
Goodwill Industries of Southeastern Wisconsin
5400 S 60th StGreendaleWI53129NonePCProgram Support$10,000
Greater Milwaukee Committee
247 Freshwater WayPO Box 509MilwaukeeWI53204NonePCProgram Support$10,000
Greater Milwaukee Foundation
101 W Pleasant StSte 400MilwaukeeWI53202NonePCProgram Support$50,000
Green Works in Kansas City
4334 McGee StSte 210Kansas CityMO64111NonePCProgram Support$5,000
Habitat for Humanity of South Collin County
1400 Summit AvePlanoTX75074NonePCProgram Support$35,000
Harvest Food Pantry Inc
628 E Market StSte D4YorkPA17403NonePCProgram Support$1,500
Harvesters - The Community Food Network
3801 Topping AveKansas CityMO64129NonePCProgram Support$5,000
Heritage Christian School
3500 S Glen Park RdNew BerlinWI53151NonePCProgram Support$2,500
Highland Community School
3030 W Highland BlvdMilwaukeeWI53208NonePCProgram Support$2,500
Hope Center Inc
502 N East AveWaukeshaWI53186NonePCProgram Support$4,000
Hope College
PO Box 9000HollandMI494229000NonePCProgram Support$5,000
Hope House Inc
PO Box 577Lees SummitMO64063NonePCProgram Support$2,500
Hunger Task Force of Milwaukee Inc
201 S Hawley CtMilwaukeeWI53214NonePCProgram Support$500,145
Illinois Institute of Technology
10 W 35th StChicagoIL60616NonePCProgram Support$2,500
Independence First Inc
540 S 1st StMilwaukeeWI53204NonePCProgram Support$5,000
Interfaith Older Adult Programs Inc
600 W VirginiaMilwaukeeWI53204NonePCProgram Support$5,000
Jerry Ambrose Veterans Council of Mohave County In
PO Box 4463Ste 300KingmanAZ86402NonePCProgram Support$2,000
Journey House
2110 W Scott StMilwaukeeWI53204NonePCProgram Support$10,000
Junior Achievement of So Central Pennsylvania
610 S George StYorkPA17401NonePCProgram Support$15,000
Junior Achievement of Wisconsin Inc
11111 W Liberty DrMilwaukeeWI53224NonePCProgram Support$192,597
Junior League of Chicago Inc
1447 N Astor StChicagoIL60610NonePCProgram Support$105
Kansas City Community Gardens Inc
6917 Kensington AveKansas CityMO64132NonePCProgram Support$5,000
Kettering University
1700 W 3rd AveFlintMI48504NonePCProgram Support$100
Kingman Aid to Abused People
1770 Airway AveKingmanAZ86409NonePCProgram Support$2,000
Lebanon Valley College
101 N College AveAnnvillePA17003NonePCProgram Support$3,275
Leg Up Farm Inc
4880 N Sherman StMt WolfPA17347NonePCProgram Support$6,970
Local Initiatives Support Corporation
234 W Florida StMilwaukeeWI53154NonePCProgram Support$20,000
Loving Shepard Lutheran School
3909 W Clinton AveSte 204MilwaukeeWI53209NonePCProgram Support$5,000
Make A Difference Wisconsin Inc
710 N Plankinton AveMilwaukeeWI53203NonePCProgram Support$10,000
Make A Wish Foundation - York
2951 Whiteford RdSte 310YorkPA17402NonePCProgram Support$4,400
Marquette University
PO Box 1881Ste 304MilwaukeeWI532011881NonePCProgram Support$3,050
Marquette University High School
3401 W Wisconsin AveMilwaukeeWI53208NonePCProgram Support$3,000
Martin Library Association
159 E Market StYorkPA17401NonePCProgram Support$6,282
Menomonee Valley Partners Inc
301 W Wisconsin AveMilwaukeeWI53203NonePCProgram Support$7,500
Meta House Inc
265 N Weil StSte 400BMilwaukeeWI53212NonePCProgram Support$25,000
Miles of Smiles Inc
5536 NE Antioch RdKansas CityMO64119NonePCProgram Support$5,000
Milwaukee Center for Independence
2020 W Wells StMilwaukeeWI53233NonePCProgram Support$10,000
Milwaukee Chamber Theatre
158 N BroadwayMilwaukeeWI53202NonePCProgram Support$15,000
Milwaukee College Preparatory School
1228 W Lloyd St5th FlMilwaukeeWI53205NonePCProgram Support$5,000
Milwaukee Development Corporation
756 N Milwaukee StMilwaukeeWI53202NoneSO IProgram Support$50,000
Milwaukee Habitat for Humanity
3726 N Booth StSte 400MilwaukeeWI53212NonePCProgram Support$825
Milwaukee JobsWork
2821 N 4th StMilwaukeeWI53212NonePCProgram Support$15,000
Milwaukee Montessori School
345 N 95th StSte 300MilwaukeeWI53226NonePCProgram Support$700
Milwaukee Public Museum Inc
800 W Wells StMilwaukeeWI53233NonePCProgram Support$10,000
Milwaukee Repertory Theater
108 W Wells StMilwaukeeWI53202NonePCProgram Support$20,000
Milwaukee Rescue Mission
830 N 19th StMilwaukeeWI53233NonePCProgram Support$165
Milwaukee School of Engineering
1025 N BroadwayMilwaukeeWI53202NonePCProgram Support$850
Milwaukee Symphony Orchestra
1101 N Market StMilwaukeeWI53202NonePCProgram Support$5,000
Milwaukee Urban League
435 W North AveMilwaukeeWI53212NonePCProgram Support$25,000
Mount Calvary Lutheran School
1941 Madison StMilwaukeeWI53188NonePCProgram Support$1,000
National Society of Black Engineers
205 Daingerfield RdAlexandriaVA22314NonePCProgram Support$10,000
Near West Side Partners Inc
624 N 24th StMilwaukeeWI53233NonePCProgram Support$400,000
New Hope Ministries Inc
211 S Baltimore StDillsburgPA17019NonePCProgram Support$6,973
Next Door
2545 N 29th StPo Box 448MilwaukeeWI53210NonePCProgram Support$28,500
Nicolet College Foundation
5364 College DrRhinelanderWI54501NonePCProgram Support$2,500
North Texas Food Bank
4500 S Cockrell Hill RdPO Box 518DallasTX75236NonePCProgram Support$25,000
Northland College
1411 Ellis AveAshlandWI54806NonePCProgram Support$100
Northwoods Alliance for Temporary Housing Inc
204 W Frederick StRhinelanderWI54501NonePCProgram Support$4,000
Operation Dream
1521 N Rivercenter DrPO Box 913MilwaukeeWI53212NonePCProgram Support$5,000
Oregon State University Foundation
850 SW 35thCorvallisOR97333NonePCProgram Support$50
Paris School Foundation
1901 - 176th AveKenoshaWI53144NonePCProgram Support$200
Pathfinders Milwaukee Inc
4200 N Holton StMilwaukeeWI53212NonePCProgram Support$10,000
Pearls for Teen Girls Inc
1805 N Martin Luther King Jr DrSte 200MilwaukeeWI53212NonePCProgram Support$35,000
Por La Gente Association
PO Box 08545RacineWI53408NonePCProgram Support$505
Project Healing Waters Fly Fishing Inc
PO Box 695La PlataMD20646NonePCProgram Support$280
Project Lead The Way Inc
3939 Priority Way South DrIndianapolisIN46240NonePCProgram Support$10,000
Providence House Inc
2050 W 32nd StSte 400ClevelandOH44113NonePCProgram Support$3,000
Purdue Foundation
Dick Sandy Dauch Alumni CenterWest LafayetteIN47907NoneSO IProgram Support$30
Reconciliation Services
3101 Troost Ave403 W Wood StKansas CityMO64019NonePCProgram Support$2,500
Regents of the University of Michigan
Dept Ch 10189PalatineIL60055NonePCProgram Support$750
Repairers of the Breach
1335 W Vliet StMilwaukeeWI53205NonePCProgram Support$10,000
Richards School PTO
5812 N Santa Monica BlvdWhitefish BayWI53217NonePCProgram Support$50
Ripon College
300 Seward StRiponWI54971NonePCProgram Support$935
River Revitalization Foundation Inc
2134 N Riverboat RdPO Box 248MilwaukeeWI53212NonePCProgram Support$7,500
River Valley High School
660 Varsity BlvdSpring GreenWI53588NoneGOVProgram Support$500
Rockhurst University
1100 Rockhurst RdKansas CityMO64110NonePCProgram Support$2,500
Ronald McDonald House Charities of Kansas City Inc
2502 Cherry StKansas CityMO64108NonePCProgram Support$9,500
Safe & Sound
801 W Michigan StMilwaukeeWI53233NonePCProgram Support$5,000
Samaritan Health Center
531 E Washington StWest BendWI53095NoneGOVProgram Support$315
Scholarship America Inc
One Scholarship WaySt PeterMN56082NonePCProgram Support$75,430
Second Hand Purrs Shelter Inc
4300 S Howell AveMilwaukeeWI53207NonePCProgram Support$265
Section Elementary School
W318 S8430 HWY EEMukwonagoWI53149NoneGOVProgram Support$105
Servants Inc
100 Redco AveRed LionPA17356NonePCProgram Support$6,975
SHARP Literacy Inc
5775 N Glen Park RdSte C-0MilwaukeeWI53209NonePCProgram Support$10,000
Sojourner Family Peace Center Inc
619 W Walnut StMilwaukeeWI53212NonePCProgram Support$20,000
Special Olympics Arizona Inc
2100 S 75th AvePhoenixAZ85043NonePCProgram Support$2,000
Spelman College
250 Spelman Ln SWAtlantaGA30314NonePCProgram Support$100
St Charles Preparatory School
2010 E Broad StBox 1303ColumbusOH43209NonePCProgram Support$100
St Joan Antida
1341 N Cass StMilwaukeeWI53202NonePCProgram Support$40
St Matthew's Lutheran School
818 W Wisconsin AveOconomowocWI53066NonePCProgram Support$2,000
St Thomas More High School
2601 E Morgan AveMilwaukeeWI53207NoneGOVProgram Support$1,200
Stout University Foundation Inc
320 S BroadwayMenomonieWI54751NonePCProgram Support$350
Strand-Capitol Performing Arts Center
50 N George StPO Box 790YorkPA17401NonePCProgram Support$5,000
Susan P Byrnes Health Education Center
515 S George StYorkPA17401NonePCProgram Support$10,000
Texas Trees Foundation
2906 Swiss AveDallasTX75204NonePCProgram Support$25,000
The Belmont Theater
27 S Belmont StYorkPA17403NonePCProgram Support$6,500
The Harrisburg Area Community College Foundation
One HACC DrHarrisburgPA17110NonePCProgram Support$25,000
The Nature Conservancy
633 W Main StMadisonWI53703NonePCProgram Support$110,000
The Pennsylvania State University
One Old MainUniversity ParkPA16802NoneGOVProgram Support$1,075
The Resource Foundation
237 W 35th StNew YorkNY10001NonePCProgram Support$30,000
The Salvation Army
50 E King StSte 1203YorkPA01741NonePCProgram Support$30,000
The University of Iowa Foundation
PO Box 4550Iowa CityIA522444550NonePCProgram Support$20,000
Tomahawk Child Care Center
648 E Lincoln AveTomahawkWI54487NonePCProgram Support$2,600
United Community Center
1028 S 9th StRacineWI53204NonePCProgram Support$5,000
United Performing Arts Fund
301 W Wisconsin AveMilwaukeeWI53203NonePCProgram Support$65,000
United Way of Greater Houston
50 Waugh DrSte 600HoustonTX77007NonePCProgram Support$10,000
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NonePCProgram Support$319,990
University of Notre Dame
1100 Grace HallNotre DameIN46556NonePCProgram Support$200
University of Wisconsin Madison Foundation
1848 University AveMadisonWI53726NonePCProgram Support$932
University of Wisconsin Milwaukee Foundation Inc
1440 E North AveMilwaukeeWI53202NonePCProgram Support$17,600
University of Wisconsin Parkside Benevolent Founda
900 Wood RdKenoshaWI53144NonePCProgram Support$1,600
University of Wisconsin-Whitewater Foundation Inc
800 W Main StWhitewaterWI53190NonePCProgram Support$1,350
University School of Milwaukee
2100 W Fairy Chasm RdMilwaukeeWI53217NonePCProgram Support$7,318
Urban Ecology Center
1500 E Park PlMilwaukeeWI53203NonePCProgram Support$15,000
UW-Eau Claire Foundation Inc
214 Schofield HallEau ClaireWI54702NonePCProgram Support$50
Veterans Community Project
8900 Troost Ave105 Garfield Ave PO Box 4004Kansas CityMO64131NonePCProgram Support$5,000
Washington County Humane Society
3650 State Road 60SlingerWI53086NonePCProgram Support$400
West Virginia Wesleyan College
59 College AveBuckhannonWV26201NonePCProgram Support$200
Whitman College
345 Boyer AveWalla WallaWA99362NonePCProgram Support$150
Wisconsin Lutheran High School
330 N Glenview AveMilwaukeeWI53213NoneGOVProgram Support$80
Wisconsin Regional Training Partnership
3841 W Wisconsin AveMilwaukeeWI53208NonePCProgram Support$35,000
Wurl Feind Ingman Veterans of Foreign War Post
PO Box 1106TomahawkWI54487NoneGOVProgram Support$1,000
YMCA
N84 W17501 Menomonee AveMenomonee FallsWI53022NonePCProgram Support$6,500
YMCA of Metropolitan Chicago
1030 W Van Buren StPO Box 823ChicagoIL60607NonePCProgram Support$5,000
YMCA of Metropolitan Milwaukee
161 W Wisconsin AveMilwaukeeWI53203NonePCProgram Support$50,600
York County Crime Stoppers
2665 Sulton Supreme WaySte 4000YorkPA17404NonePCProgram Support$355
York County Literacy Council
800 E King StYorkPA17403NonePCProgram Support$15,000
York Habitat for Humanity
33 S Seward StYorkPA17404NonePCProgram Support$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,465,988TotalGrantOrContriPdDurYrAmt

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$248,326ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$564,494ExclusionAmt
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$1,569,163ExclusionAmt
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$2,381,983ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,381,983TotalIncomeProducingActyAmt

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 PersonHarley-DavidsonContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13700 West Juneau AvenueAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53208ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,400Amt
Net Investment Income$5,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,200DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE STATEMENTBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE STATEMENTStockNm

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBALANCE FUNDSCategoryOrItemTxt
Book Value$111,082BookValueAmt
EOYFMV$121,171EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$156,235Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SOFTWARE$33,917$33,917
OTHER EXPENSES$3,011$575$2,436$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVST MGMT FEES - BAIRD 3774$2,093$2,093$0$0
INVST MGMT FEES - BAIRD 9013$3,494$3,494$0$0
INVST MGMT FEES - BAIRD 3839$9,471$9,471$0$0
INVST MGMT FEES - BAIRD 0617$17,693$17,693$0$0
INVST MGMT FEES - BAIRD 2566$30,707$30,707$0$0
INVST MGMT FEES - BAIRD 2514$13,036$13,036$0$0
INVST MGMT FEES - BAIRD 2422$1,561$1,561$0$0
INVST MGMT FEES - BAIRD 2409$4,029$4,029$0$0
INVST MGMT FEES - BAIRD 2407$4,344$4,344$0$0
INVST MGMT FEES - BAIRD 6131$7,943$7,943$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - BAIRD 3839$2,283$2,283$0$0
FOREIGN TAXES - BAIRD 2566$0$8,857
FOREIGN TAXES - BAIRD 6131$10$10$0$0
2017 EXTENSION PAYMENT$15,000

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