VOGEL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VOGEL FOUNDATION INC (EIN 39-1639595)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349104178
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:27:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452904270 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMA BODILLY CPAS & CONSULTANTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 GISHOLT DR STE 100 | AddressLine1Txt |
| City | MONONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134839 | 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 | 391639595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOGE | BusinessNameControlTxt |
| Phone | 6082415454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7696 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077696 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L VOGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082415454 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A BRYS | PreparerPersonNm |
| PTIN | P00009115 | PTIN |
| Phone | 6082211685 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.102.4.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 12:25:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A73D72C69735764C015BEEC3AD06C1ED45B7D698 | 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 | $534,699 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $320 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,548 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,548 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,589 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,550 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,918 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,550 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269 | CashBOYAmt |
| Cash EOY | $2,770 | CashEOYAmt |
| Cash EOYFMV | $2,770 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,410 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $382,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $507,519 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $405,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,699 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,769 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,769 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $405,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $404,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $405,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $404,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $405,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $406,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $405,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $404,010 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $404,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 | 2010-09-13 | 2016-12-12 | $7,285 | $3,622 | $3,663 | $3,663 |
| SPDR DOW JONES REIT | 2010-09-13 | 2016-04-11 | $1,510 | $936 | $574 | $574 |
| VANGUARD CRSP US SM CAP | 2010-09-13 | 2016-12-12 | $5,317 | $2,501 | $2,816 | $2,816 |
| VANGUARD CRSP US LG CAP | 2010-09-13 | 2016-12-12 | $6,857 | $3,608 | $3,249 | $3,249 |
| VANGUARD CRSP US SM CAP | 2010-09-13 | 2016-12-12 | $8,845 | $4,108 | $4,737 | $4,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,039 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $442,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $434,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $443,531 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054303 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,310 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $459,792 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048522 | DistributionYr5Rt |
| Total Distribution | 0.376526 | TotalDistributionRt |
| Average Distribution | 0.075305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $515,733 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,037 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $400 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | DAVID L VOGEL | IndividualWithBooksNm |
| Phone | 6082415454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 PACKERS AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PETER C VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | VICE PRESIDENT | 5.00 | $0 | $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 | $505,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $523,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $523,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $515,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $400 | TotalTaxAmt |
| Distributable Before Adj | $25,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,387 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,300 | 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 | $4,087 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L VOGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7696 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082415454 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED APPLICATION FORM. HOWEVER,ALL APPLICATIONS SHOULD INCLUDE A FULL DISCRIPTION OF THE PROJECT, A COPY OF THE APPLICANTS IRS DETERMINATION LETTER, A PROJECT BUDGET AND THE APPLICANTS CURRENT YEAR ORGANIZATION BUDGET, SHOWING IN EACH CASE ANTICIPATED SOURCES OF SUPPORT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS AND NON-PROFIT ORGANIZATIONS AND INSTITUTIONS WHICH ARE ECXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GERNERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICES. GRANTS ARE NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN EDUCATIONAL OR RESEARCH INSTITUTIONS WHICH HAVE FULL RESPOSIBILITY FOR SELECTING INDIVIDUAL RECIPIENTS. GRANTS ARE NOT USUALLY MADE TO SUPPORT OPERATING EXPENSES OF THE ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | NONE | PUBLIC CHARI | GEN SUPPORT | $300 |
| THREE GAITS INC | |||||||
| 3741 STATE ROAD 138W | STOUGHTON | WI | 53589 | NONE | PUBLIC CHARI | GEN SUPPORT | $300 |
| GOODMAN-ATWOOD COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | NONE | PUBLIC CHAR | GEN SUPPORT | $500 |
| HABITAT FOR HUMANITY OF DANE COUNTY | |||||||
| UNIT 29 | MADISON | WI | 53713 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| HABITAT FOR HUMANITY OF LAKELAND IN | |||||||
| PO BOX 925 | LAKELAND | FL | 33802 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| HENRY VILAS ZOOLOGICAL SOCIETY | |||||||
| 606 RANDALL AVE | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| MADISON URBAN MINISTRY | |||||||
| 2115 S PARK ST | MADISON | WI | 53713 | NONE | PUBLIC CHAR | GEN SUPPORT | $600 |
| MITCHELL COUNTY ANIMAL RESCUE INC | |||||||
| PO BOX 308 | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHAR | GEN SUPPORT | $100 |
| NATURAL HERITAGE LAND TRUST | |||||||
| 303 S PATERSON SUITE 6 | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $500 |
| OAKWOOD FOUNDATION INC | |||||||
| 6201 MINERAL POINT RD | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,000 |
| SAMARITAN COUNSELING CENTER OF SO W | |||||||
| 5900 MONONA DR SUITE 100 | MADISON | WI | 53716 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| SCHOOL UPPLIES FOR KIDS | |||||||
| PO BOX 7696 | MADISON | WI | 53707 | NONE | PUBLIC CHAR | GEN SUPPORT | $10,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1109 JONATHON DR | MADISON | WI | 53713 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| SPRUCE PINE MONTESSORI SCHOOL | |||||||
| 67 WALNUT AVE | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHAR | GEN SUPPORT | $100 |
| OPERATION FRESH START | |||||||
| 1925 WINNEBAGO ST | MADISON | WI | 53704 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| ST JOHNS LUTHERN CHURCH BUILDING FD | |||||||
| 322 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| THE SALVATION ARMY | |||||||
| PO BOX 8867 | MADISON | WI | 53708 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 928 | LAKELAND | FL | 33802 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,000 |
| TRIANGLE COMMUNITY MINISTRY INC | |||||||
| 755 BRAXTON PL 8109 | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| UNIV OF FLORIDA FOUNDATION | |||||||
| PO BOX 116580 | GAINESVILLE | FL | 32611 | NONE | PUBLIC CHAR | GEN SUPPORT | $500 |
| UNIV OF WI FOUNDATION | |||||||
| PO BOX 8860 | MADISON | WI | 53708 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,500 |
| VSA VERY SPECIAL ARTS | |||||||
| 1709 ABERG AVE SUITE1 | MADISON | WI | 53704 | NONE | PUBLIC CHAR | GEN SUPPORT | $300 |
| WI COUNCIL OF THE BLIND | |||||||
| 754 WILLIAMSON ST | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| WI PUBLIC RADIO | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| WI PUBLIC TELEVISION | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| YMCA | |||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,300 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,548 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,039 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,589 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,589 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO PAY GRANTS |
| 4 | INCOME USED TO PAY GRANTS |
| 8 | INCOME USED TO PAY GRANTS |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,395 | Amt |
| Net Investment Income | $1,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3314.382DFA TWO YEAR GLOBAL FIXED INC | AT COST | $33,078 | $32,945 |
| 410SH SPDR DJ WS REIT | AT COST | $24,563 | $38,274 |
| 216SH VANGUARD SMALL VAL CAP ETF | AT COST | $12,565 | $26,136 |
| 568SH VANGAURD VALUE EFT MSCI | AT COST | $27,696 | $52,830 |
| 183SH VANGUARD INTNTL EQUITY INDEX | AT COST | $5,309 | $8,085 |
| 632SH VANGUARD MSCI | AT COST | $26,926 | $22,613 |
| 361.496SHVANGUARD SHORT TERM BOND INDEX | AT COST | $38,550 | $37,678 |
| 403SH VANGUARD SMALL CAP EFT | AT COST | $26,040 | $51,971 |
| 146SH ISHRS BARCLAYS SHORT TREAS BD | AT COST | $16,091 | $16,104 |
| 795SH ISHRSMSCI ACWI EX US INDEX FD | AT COST | $32,086 | $32,015 |
| 470SH ISHARES S&P 500 INDEX FD | AT COST | $53,656 | $105,745 |
| 166SH ISHRS BARCLAYS 1-3 YR TRS BD | AT COST | $14,007 | $14,019 |
| 509SH ISHRS BARCLAYS 1-3YR CREDIT BD | AT COST | $53,624 | $53,415 |
| 91SH ISHARES TIPS BOND FD | AT COST | $10,321 | $10,298 |
| 127SH ISHARES MSCI EMERG MKTS | AT COST | $5,087 | $5,391 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $89 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DANE COUNTY SCHOOL SUPPLIES FOR KIDS TRUST ACCOUNT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,769 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $3,918 | Amt |
| Net Investment Income | $3,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $191 | $191 | $0 | $0 |
| EXCISE TAX | $94 | $94 | $0 | $0 |