WILLIAM T EVJUE CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T EVJUE CHARITABLE TRUST (EIN 23-7129606)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-10-15
- IRS object ID
- 202542889349100334
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T11:44:09-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237129606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T EVJUE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6082526401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON FRINK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6082526401 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS BERRY | PreparerPersonNm |
| PTIN | P00540951 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,898,754 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,845,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,845,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$154,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,102,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,250 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,750,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,905,888 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,109 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,109 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,816 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $390,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,606,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,606,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,996,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,604,072 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $236,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,073 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $22,244 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,873,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,282,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,672,840 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,652,155 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,601,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,499,591 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $56,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,785,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,609,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,898,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,476 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,476 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,785,018 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,608,306 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,785,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,608,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,785,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,609,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,785,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,069,299 | OtherIncreasesAmt |
| Subtotal | $25,608,306 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,608,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $920,679 | $950,136 | -$29,457 | -$29,457 |
| PUBLICLY TRADED SECURITIES - LT | $3,181,997 | $3,307,524 | -$125,527 | -$125,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$154,984 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29,457 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,821 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,821 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Tax Due | $1,547 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLAYTON FRINK | IndividualWithBooksNm |
| Phone | 6082526401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JIM LUSSIER | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $0 | $0 |
| NANCY B GAGE | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $0 | $0 |
| CLAYTON FRINK | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 2.00 | $36,000 | $0 | $0 |
| DAVE ZWEIFEL | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 2.00 | $36,000 | $0 | $0 |
| BRADY WILLIAMSON | ||||||||
| 1901 FISH HATCHERY ROAD | MADISON | WI | 53713 | TRUSTEE | 1.00 | $36,000 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,533,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,426,453 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,201,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,201,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $543,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,658,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,782,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,782,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,297 | TotalTaxAmt |
| Distributable Before Adj | $1,760,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,760,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,760,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,672,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,760,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,606,233 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,606,233 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,694,050 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVJUE FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 FISH HATCHERY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | FOUR EVJUE TRUST TRUSTEES ARE FOUNDATION DIRECTORS | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | GrantOrContributionPurposeTxt |
| Amt | $1,606,233 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,606,233 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,714 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,845,924 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,250 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$154,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,750,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,750,904 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP | $46,797 | $70,726 |
| ALPHABET INC | $32,643 | $30,055 |
| AMER EXPRESS COMPANY | $21,342 | $30,287 |
| ATRAZENECA | $64,365 | $60,886 |
| AT&T | $98,115 | $105,445 |
| BLACKROCK INC | $76,951 | $100,929 |
| BROADCOM INC. | $44,516 | $59,065 |
| CONSOLIDATED EDISON INC | $50,920 | $58,723 |
| DIGITAL RLTY TR INC | $53,471 | $73,068 |
| EATON CORP | $46,147 | $56,355 |
| EIL LILLLY & CO | $44,637 | $42,047 |
| EMERSON ELEC CO | $82,696 | $97,414 |
| EXXON MOBIL CORP | $102,452 | $101,789 |
| FREEPORT-MCMORAN INC | $70,913 | $58,720 |
| GENL DYNAMICS CORP | $63,135 | $72,129 |
| GILEAD SCIENCES INC | $61,491 | $75,075 |
| HCA HEALTHCARE INC. | $23,490 | $28,223 |
| HEWLETT PACKARD | $55,346 | $58,164 |
| HOME DEPOT INC | $37,548 | $40,880 |
| HP INC | $33,304 | $27,390 |
| INTL BUSINESS MACHINES | $70,265 | $88,339 |
| JP MORGAN CHASE & CO | $87,101 | $142,032 |
| KINDER MORGAN INC. | $49,238 | $71,334 |
| MCDONALDS CORP | $76,197 | $81,287 |
| MEDTRONIC PLC | $84,031 | $70,450 |
| MICROSOFT CORP | $54,046 | $58,005 |
| PEPSICO INC. | $36,001 | $28,525 |
| PRINCIPAL FINANCIAL GROUP | $69,708 | $72,593 |
| PUB SVC ENTERPRISE | $84,909 | $88,647 |
| REALTY INCM CRP | $60,343 | $58,205 |
| RTX CORP | $82,437 | $92,943 |
| SIMON PROPERTY GROUP | $80,108 | $85,286 |
| SYNCHRONY FINL | $32,082 | $39,894 |
| TEXAS INSTRUMENTS | $69,613 | $69,849 |
| TJX COS INC | $52,202 | $54,948 |
| TRUIST FINL CORP | $76,987 | $84,807 |
| WELLS FARGO & CO | $96,175 | $97,513 |
| WELLTOWER INC | $55,758 | $56,621 |
| WILLIAMS COMPANIES | $76,019 | $77,816 |
| WAL-MART STORES INC | $98,922 | $102,175 |
| XCEL ENERGY INC | $80,558 | $87,134 |
| BRISTOL MEYERS | $3,830 | $6,904 |
| EXXON MOBIL | $9,931 | $99,231 |
| JP MORGAN CHASE & CO. | $13,898 | $107,448 |
| PFIZER INC. | $21,696 | $30,701 |
| ALERIAN MLP ETF | $570,523 | $682,858 |
| ALPS/CORE COM MGMT COMPL | $651,000 | $634,222 |
| AQR MULTI-ASSET FD CL I | $1,110,161 | $1,303,625 |
| EATON VANCE RICHARD BERNSTEIN | $1,054,661 | $1,204,638 |
| FIRST TRUST RISING | $1,395,367 | $1,798,983 |
| GLOBAL X FDS NASDAQ 100 | $972,605 | $987,243 |
| GOLDMAN SACHS ACC TREAS | $450,367 | $452,175 |
| INVESCO BALANCED RISK | $1,200,467 | $1,045,803 |
| INVESCO S&P 500 EQUAL | $1,500,065 | $1,562,288 |
| ISHARES CORE HIGH | $892,105 | $975,679 |
| JP MORGAN EXCHANGE | $1,000,892 | $994,615 |
| NUVEEN S&P 500 | $927,872 | $991,878 |
| PGIM SHORT TERM | $594,298 | $595,957 |
| PRINCIPAL SPECTRUM PRFRD | $599,799 | $593,537 |
| VIRTUS DIVID INT | $999,241 | $953,067 |
| WISDOMTREE INTERNATIONAL | $1,340,228 | $1,622,398 |
| WISDOMTREE INTL S/C DV F | $703,321 | $801,569 |
| WISDOMTREE US MIDCAP DIV | $1,434,766 | $1,645,862 |
| WISDOMTREE EMERGING | $1,043,075 | $1,144,567 |
| WISDOMTREE EM SMALL CAP | $1,330,538 | $1,425,561 |
| BLACKROCK LIQUIDITY | $211,982 | $211,962 |
| THE CAPITAL TIMES COMPANY STOCK | $666,693 | $8,944,296 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL ESTATE | AT COST | $800,000 | $885,178 |
| STARWOOD REAL ESTATE | AT COST | $800,000 | $613,803 |
| PMF FUND, LP (THE ENDOWMENT FUND) | AT COST | $1,099 | $610 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,109 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,109 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| EOY Book Value | $56,250 | EOYBookValueAmt |
| EOYFMV | $56,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,360 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,360 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON NOTE RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $56,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV & BOOK VALUE OF CONTRIBUTED STOCK TO EVJUE FOUNDATION | Desc |
| Amt | $1,069,299 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VALUATION FEES | $15,000 | $15,000 | $0 | $0 |
| CONSULTING FEES | $151,816 | $151,816 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $22,297 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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