MIKULSKY HOPE MATTERS FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MIKULSKY HOPE MATTERS FOUNDATION INC (EIN 45-3642240)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-07
IRS object ID
201720389349100002
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-07T11:28:03-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12360 DUCK CREEK PARKWAYAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543033300ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453642240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKULSKY HOPE MATTERS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PHILLIP MIKULSKYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMIKUBusinessNameControlTxt
Phone9204997068PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54313ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP MIKULSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9204997068PhoneNum
Signature2017-01-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY DANENPreparerPersonNm
PTINP01236582PTIN
Phone9203369850PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.179.106.126IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-01-27IPDt
IP Tm09:50:15IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id08E9DDFA0DD8A8260F0B94FC828F5942CB8135D9AtSubmissionCreationDeviceId
At Submission Filing Device Id08E9DDFA0DD8A8260F0B94FC828F5942CB8135D9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,393,117FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$451,114ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,253DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,253DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$80,929NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,075,858GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,816OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,816OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$426,254TotalRevAndExpnssAmt
Total Net Invst Incm$56,069TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,390AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,390AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$517TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,515OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,515OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,905TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,672TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,905TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$351,582ExcessRevenueOverExpensesAmt
Net Investment Income$40,164NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,311CashBOYAmt
Cash EOY$233,432CashEOYAmt
Cash EOYFMV$233,432CashEOYFMVAmt
Other Investments BOY$1,013,463OtherInvestmentsBOYAmt
Other Investments EOY$1,186,924OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,159,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,068,774TotalAssetsBOYAmt
Total Assets EOY$1,420,356TotalAssetsEOYAmt
Total Assets EOYFMV$1,393,117TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,068,774RetainedEarningBOYAmt
Retained Earning EOY$1,420,356RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,068,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,420,356TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,068,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,420,356TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,068,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$351,582ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,420,356SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,420,356TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAIRDD2010-10-252016-12-07$236,437$251,114-$14,677-$14,677
BAIRDP2015-07-022016-03-16$438,336$471,358-$33,022-$33,022
BAIRDP2012-04-192016-03-16$401,085$434,315-$33,230-$33,230
FieldValueIRS element (for citing)
Capital Gain Net Income-$80,929CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$807,293NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038648DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$421,587NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049812DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$273,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063897DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$137,888NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072523DistributionYr4Rt
Total Distribution0.224880TotalDistributionRt
Average Distribution0.056220AverageDistributionRt
Net Vl Noncharitable Assets$1,060,543NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$59,624AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$402NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$60,026AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$803InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$803SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$803TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Overpayment$157OverpaymentAmt
Applied To ES Tax$157AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPHILLIP MIKULSKYIndividualWithBooksNm
Phone9204997068PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543136112ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313PRESIDENT & TREASURER1.00$0$0$0
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313VICE PRESIDENT & SECRETARY1.00$0$0$0
AARON P MIKULSKY
2920 GRANITE POINTE DRIVERENONV89511DIRECTOR1.00$0$0$0
JONATHAN P MIKULSKY
5424 NORTH ROSEMARY DRIVEAPPLETONWI54914DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,040,714AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,979AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,076,693TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,076,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,060,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$803TaxBasedOnInvestmentIncomeAmt
Total Tax$803TotalTaxAmt
Distributable Before Adj$52,224DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,224DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,224DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,224DistributableAsAdjustedAmt
Undistributed Income PY$642UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$58,250QualifyingDistributionsAmt
Applied To Year1$642AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,224AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,384RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,384TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,384ExcessDistriCyovToNextYrAmt
Excess From Current Year$5,384ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP MIKULSKYContributingManagerNm
Contributing ManagerSUSAN MIKULSKYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIRST PRESBYTERIAN CHURCH OF GB
200 S ASHLAND AVENUEGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$22,000
GO HAITI RELIEF FUND
3161 WYANDOTTE STKANSAS CITYMO64111PUBLIC CHARITYPUBLIC CHARITY$10,000
ASPIRO
1673 DOUSMAN STREETGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$7,500
CHRIST PRESBYTERIAN CHURCH
6901 NORMANDALE ROADEDINAMN55435PUBLIC CHARITYPUBLIC CHARITY$5,000
READING IN MOTION
65 E WACKER PLACECHICAGOIL60601PUBLIC CHARITYPUBLIC CHARITY$5,000
LIVING WATER INTERNATIONAL
4001 GREENBRIAR DRIVESTAFFORDTX77477PUBLIC CHARITYPUBLIC CHARITY$3,000
LEVE KANPE
PO BOXFAYETTEVILLEAR72703PUBLIC CHARITYPUBLIC CHARITY$2,500
NORTHERN NEVADA RAVE FAMILY FOUNDATION
PO BOX 2072SPARKSNV89432PUBLIC CHARITYPUBLIC CHARITY$2,000
CHRIST LUTHERAN CHURCH
701 N INDIANA AVEENGLEWOODFL342232707PUBLIC CHARITYPUBLIC CHARITY$1,000
GB YMCA
235 N JEFFERSON STGREEN BAYWI54301PUBLIC CHARITYPUBLIC CHARITY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,253ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,816RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$80,929RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,253ExclusionAmt
Related Or Exempt Function Incm-$65,113RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$24,860TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementCAPITAL GAIN DISTRIBUTIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PHILLIP MIKULSKY
12789 NEWCASTLE COURTGREEN BAYWI54313$125,557Yes (X)Yes (X)
SUSAN MIKULSKY
22789 NEWCASTLE COURTGREEN BAYWI54313$125,557Yes (X)Yes (X)
PHILLIP MIKULSKY
32789 NEWCASTLE COURTGREEN BAYWI54313$100,000Yes (X)
SUSAN MIKULSKY
42789 NEWCASTLE COURTGREEN BAYWI54313$100,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1WEC ENERGY GROUP, PEPSICO, JOHNSON & JOHNSON, GENERAL ELECTRIC, AND FAIRFAX FINANCIAL HOLDING STOCK.$125,557
2WEC ENERGY GROUP, PEPSICO, JOHNSON & JOHNSON, GENERAL ELECTRIC, AND FAIRFAX FINANCIAL HOLDING STOCK.$125,557

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,390Amt
Net Investment Income$1,390NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED TO FILE WITH THE STATE DUE TO NEITHER SOLICITING NOR RECEIVING CONTRIBUTIONSExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTATEMENT ON FILECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,186,924BookValueAmt
EOYFMV$1,159,685EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEE$7,765$7,765$0
MISCELLANEOUS EXPENSE$6,750$6,750$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBAIRDDesc
Revenue And Expenses Per Books$15,816RevenueAndExpensesPerBooksAmt
Net Investment Income$15,816NetInvestmentIncomeAmt
Adjusted Net Income$15,816AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$517Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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