PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-15
- IRS object ID
- 201702589349100120
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-15T15:29:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392043144 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULLOFF & TAYLOR LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD STE 203 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GALVIN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S LULLOFF | PreparerPersonNm |
| PTIN | P01224002 | PTIN |
| Phone | 4147770700 | PhoneNum |
| Preparation | 2017-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 737C9B6EB735305F61B7ADDBB7783C6901FBCEFB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF9E25F9F3492DB4AE0C5C11F7DFF2E6EC0FA84C | 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 | $747,365 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,113 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,277 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $760 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,940 | CashBOYAmt |
| Cash EOY | $23,187 | CashEOYAmt |
| Cash EOYFMV | $23,187 | CashEOYFMVAmt |
| US Government Obligations BOY | $101,455 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $101,127 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,142 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $265,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $276,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $371,021 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,360 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,043 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $133,253 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $112,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,762 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $673,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $655,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $747,365 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $673,391 | CapitalStockBOYAmt |
| Capital Stock EOY | $655,917 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $673,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $655,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $655,917 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $655,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHS ADAMS NATURAL RESOURCES | P | 2015-12-31 | 2016-04-20 | $2,865 | $2,646 | $219 | $219 |
| 25 SHS GOLDMAN SACHS GROUP | P | 2011-03-24 | 2016-04-20 | $4,152 | $4,003 | $149 | $149 |
| 25 SHS QUALCOMM INC | P | 2009-12-21 | 2016-08-23 | $1,572 | $1,139 | $433 | $433 |
| 25 SHS ADOBE SYSTEMS INC | P | 2004-02-06 | 2016-04-20 | $2,396 | $486 | $1,910 | $1,910 |
| 150 SHS HAEMONETICS CORP | P | 2014-09-09 | 2016-11-17 | $5,879 | $5,405 | $474 | $474 |
| 100 SHS STIFEL FINANCI 5.375%XXXCA | P | 2015-04-17 | 2016-08-12 | $2,500 | $2,585 | -$85 | -$85 |
| 100 SHS ALLSCRIPTS HEALTHCAR | P | 2012-04-13 | 2016-10-19 | $1,289 | $1,647 | -$358 | -$358 |
| 100 SHS HANCOCK JOHN FINANCIAL OPPOR | P | 2009-12-21 | 2016-12-28 | $3,638 | $1,403 | $2,235 | $2,235 |
| 200 SHS STIFEL FINANCI 5.375%XXXCA | P | 2015-04-17 | 2016-08-12 | $5,000 | $5,170 | -$170 | -$170 |
| 50 SHS CABELAS INC | P | 2014-07-10 | 2016-05-12 | $2,391 | $3,055 | -$664 | -$664 |
| 75 SHS HANCOCK JOHN FINANCIAL OPPORT | P | 2009-12-21 | 2016-10-19 | $2,041 | $1,052 | $989 | $989 |
| 100 SHS STIFEL FINANCI 5.375%XXXCA | P | 2016-03-17 | 2016-08-12 | $2,500 | $2,537 | -$37 | -$37 |
| 75 SHS DISCOVER FINANCIAL S | P | 2014-09-09 | 2016-10-19 | $4,116 | $4,769 | -$653 | -$653 |
| 16.851 SHS HARBOR INTERNATIONAL FUND | P | 2005-11-28 | 2016-08-23 | $1,047 | $836 | $211 | $211 |
| 25 SHS STRYKER CORP | P | 2011-03-24 | 2016-12-28 | $2,997 | $1,531 | $1,466 | $1,466 |
| 25 SHS DUN & BRADSTREET CO | P | 2014-02-24 | 2016-04-20 | $2,720 | $2,452 | $268 | $268 |
| 103.9 SHS HARBOR INTERNATIONAL FUND | P | 2015-12-31 | 2016-08-23 | $6,453 | $6,185 | $268 | $268 |
| 35 SHS TOWERS WATSON & CO XXXMANDATO | P | 2015-04-17 | 2016-01-05 | $4,383 | $4,552 | -$169 | -$169 |
| 100 SHS EBAY INC | P | 2014-03-10 | 2016-04-20 | $2,464 | $2,294 | $170 | $170 |
| 4.979 SHS HARBOR INTERNATIONAL FUND | P | 2014-12-18 | 2016-04-20 | $311 | $328 | -$17 | -$17 |
| 119.62 SHS TWEEDY BROWNE GLOBAL VALU | P | 2014-10-23 | 2016-08-23 | $3,000 | $3,202 | -$202 | -$202 |
| 150 SHS EMC CORP MASS | P | 2014-07-10 | 2016-03-30 | $3,997 | $3,979 | $18 | $18 |
| 275.328 SHS HARBOR INTERNATIONAL FUN | P | 2015-12-31 | 2016-04-20 | $17,189 | $16,389 | $800 | $800 |
| 25 SHS UNION PACIFIC CORP | P | 2015-06-04 | 2016-10-19 | $2,414 | $2,554 | -$140 | -$140 |
| 100 SHS EMC CORP MASS | P | 2015-04-17 | 2016-03-30 | $2,664 | $2,665 | -$1 | -$1 |
| 50 SHS HOLOGIC INC | P | 2014-09-09 | 2016-08-23 | $1,925 | $1,284 | $641 | $641 |
| 50 SHS VERIZON COMMUNICATN | P | 2016-04-20 | 2016-08-23 | $2,619 | $2,604 | $15 | $15 |
| 12 SHS FIDELITY NATL INFO | P | 2007-12-10 | 2016-10-19 | $900 | $313 | $587 | $587 |
| 25 SHS JOHNSON CONTROLS INC | P | 2008-10-20 | 2016-04-20 | $985 | $668 | $317 | $317 |
| 15 SHS VISA INC CLASS A | P | 2011-03-10 | 2016-10-19 | $1,222 | $270 | $952 | $952 |
| 81 SHS FRANKLIN RESOURCES | P | 2003-12-18 | 2016-04-20 | $3,322 | $1,329 | $1,993 | $1,993 |
| 75 SHS JOHNSON CONTROLS INC | P | 2012-11-01 | 2016-04-20 | $2,954 | $2,003 | $951 | $951 |
| 35 SHS WILLIS TOWERS WATSON F | P | 2016-01-05 | 2016-05-05 | $4,430 | $4,383 | $47 | $47 |
| 75 SHS FRANKLIN RESOURCES | P | 2008-10-20 | 2016-04-20 | $3,076 | $1,690 | $1,386 | $1,386 |
| 150 SHS NETSCOUT SYSTEMS INC | P | 2016-05-12 | 2016-10-19 | $4,354 | $3,462 | $892 | $892 |
| 50 SHS XILINX INC | P | 2008-01-03 | 2016-08-23 | $2,685 | $1,053 | $1,632 | $1,632 |
| 24 SHS FRANKLIN RESOURCES | P | 2003-12-18 | 2016-04-20 | $985 | $394 | $591 | $591 |
| 83 SHS NEWFIELD EXPLORATION | P | 2014-12-04 | 2016-04-20 | $3,073 | $2,192 | $881 | $881 |
| 50 SHS YUM BRANDS INC TRADES WITH DU | P | 2014-09-09 | 2016-10-19 | $4,308 | $3,628 | $680 | $680 |
| 35000 SHS GENERAL ELECTRIC 3.1%23 DU | P | 2014-06-26 | 2016-10-19 | $36,980 | $35,106 | $1,874 | $1,874 |
| 17 SHS NEWFIELD EXPLORATION | P | 2014-12-04 | 2016-04-20 | $629 | $449 | $180 | $180 |
| 70 SHS GENERAL ELECTRIC CO | P | 2003-12-18 | 2016-10-19 | $2,020 | $2,159 | -$139 | -$139 |
| 40 SHS PEPSICO INCORPORATED | P | 2008-08-19 | 2016-10-19 | $4,238 | $2,800 | $1,438 | $1,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,228 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,034 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $769,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070538 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $811,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $791,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076068 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,827 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $724,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $707,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084399 | DistributionYr5Rt |
| Total Distribution | 0.388046 | TotalDistributionRt |
| Average Distribution | 0.077609 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $741,706 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,563 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $428 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,275 | 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 | $428 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $428 | SubtotalAmt |
| Tax Based On Investment Income | $428 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $428 | 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 | JEAN GALVIN | IndividualWithBooksNm |
| Phone | 2623777976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| JAMES PALMER | ||||||||
| 1270 E SHERIDAN BRIDGE LN | OLATHE | KS | 66062 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | VP/SEC | 000.00 | $0 | $0 | $0 |
| JENNIFER CLEMENT | ||||||||
| 101 W ZEDLER LN | MEQUON | WI | 53092 | DIRECTOR | 000.00 | $0 | $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 | $728,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $753,001 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $753,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $741,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $428 | TotalTaxAmt |
| Distributable Before Adj | $36,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $428 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,847 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,657 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,926 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,275 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $132,096 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,003 | ExcessFromYear4Amt |
| Excess From Year3 | $21,589 | ExcessFromYear3Amt |
| Excess From Year2 | $21,502 | ExcessFromYear2Amt |
| Excess From Year1 | $16,458 | ExcessFromYear1Amt |
| Excess From Current Year | $23,618 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES OF OZAUKEE COUNTY | |||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NON PROFIT | CLIENT ASSISTANCE AND SHELTER FOOD | $2,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 620 S 76TH ST STE 160 | MILWAUKEE | WI | 53214 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| BOYS AND GIRLS CLUBS OF GREATER | |||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 53212 | NON PROFIT | GENERAL SUPPORT | $3,000 | MILWAUKEE |
| CARE NET PREGNANCY CENTER | |||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 53211 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 12615 PARALLEL PARKWAY | KANSAS CITY | KS | 66109 | NON PROFIT | GENERAL SUPPORT | $3,000 | ARCHDIOCESE OF KANSAS CITY |
| COOKIE CART | |||||||
| 2655 LYDIARD AVE | EXCELSIOR | MN | 55331 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| FAMILY SERVICE MADISON | |||||||
| 128 E OLIN AVE | MADISON | WI | 53713 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| HOPE NETWORK | |||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 6315 W 110TH ST | OVERLAND PARK | KS | 66211 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| KANSAS CITY RESCUE MISSION | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| KANSAN'S FOR LIFE | |||||||
| 7808 FOSTER STREET | OVERLAND PARK | KS | 66204 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| KINDNESS CONNECTION | |||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $5,000 | |
| KOHLER ART CENTER | |||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NON PROFIT | YOUTH PROGRAMS | $2,000 | |
| LA CAUSA INC | |||||||
| PO BOX 04188 | MILWAUKEE | WI | 532040188 | NON PROFIT | CRISIS NURSERY AND RESPITE CENTER | $3,000 | |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NON PROFIT | YOUTH PROGRAMS | $2,000 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 NORTH 19TH ST | MILWAUKEE | WI | 53233 | NON PROFIT | GENERAL SUPPORT | $4,000 | |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NON-PROFIT | EDUCATION SUPPORT FOR YOUTH | $4,000 | |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | NON PROFIT | GENERAL SUPPORT | $3,000 | |
| SALVATION ARMY | |||||||
| 11315 W WATERTOWN PLANK R | WAUWATOSA | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NON PROFIT | FLOOD VICTIMS | $3,000 | |
| SPENCER C DUNCAN MAKE IT COUNT FOUN | |||||||
| 119 N PARKER 175 | OLATHE | KS | 66061 | NON PROFIT | GENERAL SUPPORT | $1,000 | |
| STEPHEN'S CENTER INC | |||||||
| 2723 Q ST | OMAHA | NE | 68107 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | |||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| WORLD VISION | |||||||
| MAIL STOP 110 PO BOX 9716 | FEDERAL WAY | WA | 980639716 | NON PROFIT | FOOD SAVING FOOD | $3,000 | |
| SLEEPYHEADS BEDS | |||||||
| 4741 CENTRAL 244 | KANSAS CITY | MO | 64112 | NON PROFIT | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,885 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,113 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB CORP BONDS | BondNm |
| EOY Book Value | $133,043 | EOYBookValueAmt |
| EOYFMV | $133,253 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $276,720 | EOYBookValueAmt |
| EOYFMV | $371,021 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $101,127 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $100,142 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB MUTUAL FUNDS | AT COST | $24,968 | $24,982 |
| CHARLES SCHWAB OTHER INVESTMENTS | AT COST | $96,872 | $94,780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES AND CHARGES | CategoryTxt |
| Amt | $2,277 | Amt |
| Net Investment Income | $2,277 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $89 | $89 |
| FEDERAL INCOME TAX | $671 | $671 |
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