ROBERT K& JOYCE R COPE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K& JOYCE R COPE FOUNDATION (EIN 39-1719598)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-08-01
- IRS object ID
- 201702139349100410
- Schema version
- 2016v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-01T12:44:07-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISNIEWSKI LAW OFFICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391719598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K& JOYCE R COPE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WISNIEWSKI LAW OFFICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4142769976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH E LEMERE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4142769976 | PhoneNum |
| Signature | 2017-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ATTORNEY JACK G WISNIEWSKI | PreparerPersonNm |
| PTIN | P00285620 | PTIN |
| Phone | 4142769976 | PhoneNum |
| Preparation | 2017-07-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 63C70FC9BBC6B7DC29625E13B996C54ACBEB6959 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63C70FC9BBC6B7DC29625E13B996C54ACBEB6959 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $596,914 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,647 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,663 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,662 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $230 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,835 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $834 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $662 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $125 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $60 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $65 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,516 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,044 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,482 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $391,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,513 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $414,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $137,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $154,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $151,765 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $559,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $596,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $559,214 | UnrestrictedBOYAmt |
| Unrestricted EOY | $547,309 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $246 | OtherIncreasesAmt |
| Subtotal | $552,350 | SubtotalAmt |
| Other Decreases | $5,041 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $547,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RBC DAIN-L | P | |||||
| DISCOVER FINANCIAL | P | 2016-06-14 | $53 | $24 | $29 | $29 |
| OCCIDENTAL PETE | P | 2016-06-14 | $750 | $773 | -$23 | -$23 |
| VERIZON | P | 2016-06-14 | $1,324 | $1,162 | $162 | $162 |
| CROWN CASTLE INTL | P | 2016-06-01 | $91 | $79 | $12 | $12 |
| WALT DISNEY | P | 2016-06-14 | $1,768 | $895 | $873 | $873 |
| ORACLE | P | 2016-06-14 | $1,554 | $848 | $706 | $706 |
| WESTERN UNION | P | 2016-06-14 | $1,608 | $1,457 | $151 | $151 |
| AERCAP HOLDINGS | P | 2016-06-14 | $1,390 | $1,580 | -$190 | -$190 |
| EOG RES | P | 2016-06-14 | $1,979 | $1,997 | -$18 | -$18 |
| PEPSICO | P | 2016-06-14 | $1,651 | $1,126 | $525 | $525 |
| WEC ENERGY | P | 2016-06-14 | $1,576 | $1,207 | $369 | $369 |
| ABBOTT | P | 2016-06-14 | $1,504 | $1,216 | $288 | $288 |
| EXPRESS SCRIPTS HOLDING | P | 2016-06-14 | $1,426 | $1,248 | $178 | $178 |
| PROCTER & GAMBLE | P | 2016-06-14 | $1,749 | $1,742 | $7 | $7 |
| FEDERATED STRATEGIC | P | 2017-02-23 | $10,000 | $10,179 | -$179 | -$179 |
| ACCENTURE PLC | P | 2016-06-14 | $1,887 | $1,730 | $157 | $157 |
| FMC TECH | P | 2016-06-14 | $850 | $1,604 | -$754 | -$754 |
| ROYAL DUTCH SHELL | P | 2016-06-14 | $887 | $879 | $8 | $8 |
| JANUS ENTERPRISE | P | 2017-02-23 | $5,000 | $2,928 | $2,072 | $2,072 |
| ANHEUSER BUSCH | P | 2016-06-14 | $1,954 | $1,726 | $228 | $228 |
| GILEAD SCIENCES | P | 2016-06-14 | $1,999 | $2,406 | -$407 | -$407 |
| SENSATA | P | 2016-06-14 | $1,278 | $1,474 | -$196 | -$196 |
| SPDR S&P | P | 2017-02-23 | $4,983 | $3,107 | $1,876 | $1,876 |
| ALPHABET | P | 2016-06-14 | $1,432 | $1,505 | -$73 | -$73 |
| HONEWELL INTL | P | 2016-06-14 | $2,074 | $1,381 | $693 | $693 |
| SYNCHRONY | P | 2016-06-14 | $1,268 | $1,616 | -$348 | -$348 |
| SPDR DOW | P | 2017-02-23 | $5,199 | $3,209 | $1,990 | $1,990 |
| ALLSTATE CORP | P | 2016-06-14 | $2,064 | $1,875 | $189 | $189 |
| HUNTINGTON INGALLS | P | 2016-06-14 | $319 | $73 | $246 | $246 |
| SCHLUMBERGER | P | 2016-06-14 | $1,391 | $1,290 | $101 | $101 |
| SPDR SERIES | P | 2017-02-23 | $5,016 | $5,304 | -$288 | -$288 |
| APPLE INC | P | 2016-06-14 | $1,170 | $484 | $686 | $686 |
| LOCKHEED MARTIN | P | 2016-06-14 | $2,160 | $1,727 | $433 | $433 |
| CHARLES SCHWAB | P | 2016-06-14 | $1,088 | $552 | $536 | $536 |
| RBC DAIN-S | P | |||||
| BB&T | P | 2016-06-14 | $2,053 | $2,144 | -$91 | -$91 |
| MARRIOTT INTL | P | 2016-06-14 | $1,375 | $1,643 | -$268 | -$268 |
| TJX | P | 2016-06-14 | $1,979 | $1,771 | $208 | $208 |
| BANK OF AMERICA | P | 2017-02-23 | $4,755 | $2,588 | $2,167 | $2,167 |
| BOEING | P | 2016-06-14 | $1,435 | $816 | $619 | $619 |
| MERCK | P | 2016-06-14 | $1,684 | $1,730 | -$46 | -$46 |
| TIME WARNER | P | 2016-06-14 | $73 | $73 | $73 | |
| GE | P | 2017-04-20 | $23,938 | $20,040 | $3,898 | $3,898 |
| CIGNA CORP | P | 2016-06-14 | $1,401 | $719 | $682 | $682 |
| MOTOROLA SOLUTIONS | P | 2016-06-14 | $1,816 | $1,638 | $178 | $178 |
| TEXAS INSTRUMENTS | P | 2016-06-14 | $1,734 | $899 | $835 | $835 |
| GSR LOAN TRT | P | 2017-03-03 | $1,111 | $1,077 | $34 | $34 |
| CIT | P | 2016-06-14 | $1,205 | $1,721 | -$516 | -$516 |
| MICROSOFT | P | 2016-06-14 | $1,892 | $1,698 | $194 | $194 |
| UNITED PARCEL | P | 2016-06-14 | $1,245 | $926 | $319 | $319 |
| CROWN CASTLE INTL | P | 2016-06-14 | $1,501 | $1,270 | $231 | $231 |
| NEXTRA | P | 2016-06-14 | $1,995 | $1,186 | $809 | $809 |
| US BANCORP | P | 2016-06-14 | $1,772 | $1,845 | -$73 | -$73 |
| CISCO SYSTEMS | P | 2016-06-14 | $1,620 | $1,593 | $27 | $27 |
| NESTLE SA | P | 2016-06-14 | $1,596 | $1,635 | -$39 | -$39 |
| UBS GROUP | P | 2016-06-14 | $909 | $1,036 | -$127 | -$127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,620 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $569,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,154 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $634,889 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042770 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $619,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,528 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $601,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054061 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,038 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $597,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050275 | DistributionYr5Rt |
| Total Distribution | 0.251206 | TotalDistributionRt |
| Average Distribution | 0.050241 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $572,433 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,760 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,163 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $281 | SubtotalAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $281 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WISNIEWSKI LAW OFFICE | IndividualWithBooksNm |
| Phone | 4142769976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS R LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 0.25 | $1,000 | $0 | $0 |
| FRANCHION K LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 0.25 | $1,000 | $0 | $0 |
| KEITH E LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $564,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $581,150 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $581,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $572,433 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $28,341 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,341 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,163 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,163 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $281 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,341 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,163 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,822 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,067 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,245 | ExcessFromYear1Amt |
| Excess From Current Year | $6,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH E LEMERE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WISNIEWSKI LAW OFFICE | AddressLine1Txt |
| Address Line2 | 812 EAST STATE STREET | AddressLine2Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142769976 | RecipientPhoneNum |
| Recipient Email Address | JACK@JGWLAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO FORMAL REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1ST DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN MED FD | |||||||
| 1836 SOUTH AVENUE | LACROSSE | WI | 54601 | NONE | TAX EXEMPT | MEDICAL RESEARCH | $10,000 |
| FROEDTERT HOSPITAL FD | |||||||
| 9200 WEST WISCONSIN AVENU | MILWAUKEE | WI | 53226 | NONE | TAX EXEMPT | MEDICAL RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,173 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,342 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,132 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,647 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,647 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING PAYROLL | CategoryTxt |
| Amt | $460 | Amt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPL | $73,411 | $59,988 |
| DWX | $64,260 | $52,814 |
| SDY | $31,037 | $47,121 |
| JMGRX | $30,716 | $51,118 |
| DIA | $29,905 | $48,300 |
| SVAIX | $29,821 | $30,537 |
| CELG | $28,156 | $34,323 |
| C | $25,871 | $36,324 |
| ING | $12,424 | $16,880 |
| RDSB | $12,381 | $12,647 |
| GSK | $12,330 | $12,827 |
| BCE | $12,201 | $11,788 |
| AAPL | ||
| ABT | ||
| ACN | ||
| AER | ||
| ALL | ||
| BA | ||
| BAC | ||
| BB&T | ||
| BUD | ||
| CI | ||
| CIT | ||
| CSCO | ||
| DFS | ||
| DIS | ||
| EOG | ||
| ESRX | ||
| FTI | ||
| GE | ||
| GILD | ||
| GOOG | ||
| HII | ||
| HON | ||
| JAENX | ||
| LMT | ||
| MAR | ||
| MRK | ||
| MSFT | ||
| MSI | ||
| NEE | ||
| NSRGY | ||
| ORCL | ||
| OXY | ||
| PEP | ||
| PG | ||
| RDSA | ||
| SCHW | ||
| SLB | ||
| ST | ||
| SYF | ||
| TJX | ||
| TXN | ||
| UBS | ||
| UPS | ||
| USB | ||
| VZ | ||
| WEC | ||
| WU |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | ||
| JNK | $47,785 | $45,578 |
| PTY | $28,253 | $24,540 |
| ALLPRF | $17,500 | $19,306 |
| 36242D7X5 | $35,795 | $37,765 |
| DSL | $24,981 | $24,576 |
| CCI |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,325 | LegalFeesAmt |
| Net Investment Income | $3,663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,662 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE BASIS DECREASE | Desc |
| Amt | $5,041 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FORM 1023 FEE | $850 | $850 | |
| BANK CHARGES | $273 | $273 | |
| WORKER COMPENSATION INSURANCE | $268 | $134 | $134 |
| DELIVERY FEES | $65 | $65 | |
| INCORPORATION FEE | $60 | $60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE REFUND | Desc |
| Amt | $246 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,835 | Amt |
| Net Investment Income | $3,835 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,148 | $574 | $574 |
| 990-PF EXCISE TAX | $176 | $88 | $88 |
| FOREIGN TAX | $172 | $172 |