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TAUSCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TAUSCHER FAMILY FOUNDATION INC (EIN 45-4168653)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-27
IRS object ID
201740589349100704
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)
Return2017-02-27T14:34:59-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly Virchow Krause LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7398AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537077398ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454168653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tauscher Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAUSBusinessNameControlTxt
Phone6083470253PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12964 Nessie LaneAddressLine1Txt
CitySun PrairieCityNm
State AbbreviationWIStateAbbreviationCd
ZIP535909186ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH OR MARK TAUSCHERPersonNm
Person TitleofficerPersonTitleTxt
Phone6083470253PhoneNum
Signature2017-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChase IndaPreparerPersonNm
PTINP00546335PTIN
Phone6082496622PhoneNum
Preparation2017-02-04PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.148.196.43IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-02-27IPDt
IP Tm14:06:52IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAD14DA5BD442211C139BD3C1F37CCE0BBBDB0EB6AtSubmissionFilingDeviceId
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$467,796FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,845DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,000NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,845TotalRevAndExpnssAmt
Total Net Invst Incm$10,845TotalNetInvstIncmAmt
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$1,210AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,210AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,809OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,809OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$94TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,019TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,113TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,019TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,268ExcessRevenueOverExpensesAmt
Net Investment Income$6,826NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,898SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,898SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$444,015OtherInvestmentsBOYAmt
Other Investments EOY$402,576OtherInvestmentsEOYAmt
Other Investments EOYFMV$441,898OtherInvestmentsEOYFMVAmt
Total Assets BOY$446,742TotalAssetsBOYAmt
Total Assets EOY$428,474TotalAssetsEOYAmt
Total Assets EOYFMV$467,796TotalAssetsEOYFMVAmt
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$446,742RetainedEarningBOYAmt
Retained Earning EOY$428,474RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$446,742TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$428,474TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,742TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$428,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,742TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,268ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$428,474SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$428,474TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$41,543$47,000-$5,457-$5,457
Capital Gains Dividends$2,457$2,457$2,457P
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,000CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,406AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$485,086NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048251DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,347AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$505,022NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048210DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$484,368NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051221DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$482,698NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051792DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$492,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.199474TotalDistributionRt
Average Distribution0.039895AverageDistributionRt
Net Vl Noncharitable Assets$456,840NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,226AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$68NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,294AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$68SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$68TaxDueAmt

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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSarah TauscherIndividualWithBooksNm
Phone6083470253PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12964 Nessie LaneAddressLine1Txt
CitySun PrairieCityNm
State AbbreviationWIStateAbbreviationCd
ZIP535909186ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Sarah Tauscher
2964 Nessie LaneSun PrairieWI53590Director/President1.00$0$0$0
Mark Tauscher
2964 Nessie LaneSun PrairieWI53590Director/Vice President1.00$0$0$0
Craig Tauscher
2410 Crimson Ridge Circle NWRochesterMN55901Director1.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$460,731AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,066AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$463,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$463,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$456,840NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$22,774DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,774DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,774DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$68PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$21,932AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,774DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$723ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$723TotalExcessDistributionCyovAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$723ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$723ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$51UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSarah TauscherContributingManagerNm
Contributing ManagerMark TauscherContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FAMILY CHILDREN'S HOSPITAL
1675 HIGHLAND AVENUEMADISONWI53792NOT APPLICABLEPCHEALTHCARE Support$5,000
CHILDREN'S THEATER OF MADISON
228 STATE STREETMADISONWI53703NOT APPLICABLEPCARTS Support$2,000
Sacred Hearts of Jesus and Mary Catholic Church
221 Columbus StreetSun PrairieWI53590NOT APPLICABLEPCReligious support$5,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NOT APPLICABLEPCSTUDENT-ATHLETE PERFORMANCE CENTER$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt
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$10,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,845ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,845TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBAKER TILLY VIRCHOW KRAUSE, LLP - 2015 990PF TAX RETURN PREPARATIONCategoryTxt
Amt$1,210Amt
Net Investment Income$1,210NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DREGXAT COST$0$0
SVAIXAT COST$30,000$32,178
HLMIXAT COST$50,000$53,737
OAKIXAT COST$55,000$49,524
SAGYXAT COST$30,000$35,948
DDBIXAT COST$0$0
MCNVXAT COST$20,000$19,615
MWTIXAT COST$35,000$35,134
SAMBXAT COST$8,637$8,387
IWMAT COST$53,280$69,852
SPYAT COST$29,935$40,235
VWOAT COST$35,019$32,739
VNQAT COST$28,870$37,964
CUSIP 48125UZK1AT COST$13,000$13,047
CUSIP 48125UKH4AT COST$9,835$9,562
CUSIP 46646EZA3AT COST$4,000$3,976

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySIVIA CAPITAL - ACCOUNT FEESCategoryTxt
Amt$2,809Amt
Net Investment Income$2,809NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURY-2015 FORM 990PF EXCISE TAXCategoryTxt
Amt$94Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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