THE PETER J SEIPPEL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE PETER J SEIPPEL FOUNDATION INC (EIN 39-1833671)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201741939349100009
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-12T14:23:40-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391139422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENT DOTT AND COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 516 | AddressLine1Txt |
| City | BEAVER DAM | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 539160516 | 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 | 391833671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER J SEIPPEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9208877454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 297 | AddressLine1Txt |
| City | BEAVER DAM | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C RALSTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9208877454 | PhoneNum |
| Signature | 2017-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY M BRAAKSMA CPA | PreparerPersonNm |
| PTIN | P00448228 | PTIN |
| Phone | 9208853388 | PhoneNum |
| Preparation | 2017-06-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-23 | IPDt |
| IP Tm | 11:45:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7900F05EA2738CE35D58CC5EC4902D19AA3A2BB0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A8E1307D5A083BE7B0DDAD7C35340AABE5099FD | 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 | $3,258,893 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $916,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,256 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,944 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,462 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,867 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,751 | CashBOYAmt |
| Cash EOY | $1,979 | CashEOYAmt |
| Cash EOYFMV | $1,979 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,341,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,126,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,323,456 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $440,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $443,972 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $434,483 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $387,820 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $387,820 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $387,820 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $387,820 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $496,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $527,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $517,942 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,854 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,869 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,745,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,610,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,258,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,381,622 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,381,622 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,364,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,228,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,745,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,610,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,745,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,610,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,745,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $279 | OtherIncreasesAmt |
| Subtotal | $2,610,597 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,610,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $894,379 | $945,382 | -$51,003 | -$51,003 |
| CAPITAL GAINS DIVIDENDS | P | $21,703 | $21,703 | $21,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,489,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,689 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,569,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042681 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,464,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047373 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,834,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,895 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,471,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059743 | DistributionYr5Rt |
| Total Distribution | 0.241269 | TotalDistributionRt |
| Average Distribution | 0.048254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,425,906 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $303 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,363 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,787 | 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 | $303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $817 | OverpaymentAmt |
| Applied To ES Tax | $817 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| 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 | KAREN WENDT | IndividualWithBooksNm |
| Phone | 9208877454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 297 | AddressLine1Txt |
| City | BEAVER DAM | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53916 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHELSEY A SEIPPEL | ||||||||
| 1177 CALIFORNIA ST 314 | SAN FRANCISCO | CA | 94108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ASHLEY N SEIPPEL | ||||||||
| 1305 W BLL ST | HOUSTON | TX | 77019 | PRESIDENT ELECT | 1.00 | $0 | $0 | $0 |
| PHILLIP R SEIPPEL | ||||||||
| PO BOX 297 | BEAVER DAM | WI | 53916 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN A WENDT | ||||||||
| N8490 COVENTRY LANE | BEAVER DAM | WI | 53916 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN C RALSTON | ||||||||
| W6211 HWY 33 | BEAVER DAM | WI | 53916 | TREASURER | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES REAL ESTATE, LOCATED AT 1605 N SPRING ST BEAVER DAM, WISCONSIN TO A LOCAL NOT-FOR-PROFIT AGENCY. THE SEIPPEL HOMESTEAD AND CENTER FOR THE ARTS IS USED BY THE BEAVER DAM AREA ARTS ASSOCIATION TO PROMOTE THE ARTS TO BEAVER DAM AND SURROUNDING COMMUNITIES AND ALSO TO PROVIDE EDUCATIONAL OPPORTUNITIES RELATED TO THE ARTS. | Description1Txt |
| Expenses1 | $26,759 | Expenses1Amt |
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 | $2,266,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $120,869 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,462,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,462,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,425,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $120,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,787 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $303 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,484 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,416 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,416 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,371 | 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 | $58,621 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT OF PROGRAMS AND SERVICES RELATED TO CANCER | $600 |
| ARC OF DODGE COUNTY | |||||||
| PO BOX 173 | BEAVER DAM | WI | 53916 | NONE | PC | SUPPORT PARTICIPATION IN SPECIAL OLYMPICS OF CHILDREN WITH SPECIAL NEEDS | $250 |
| ARTHRITIS FOUNDATION | |||||||
| 4550 POST OAK PLACE DRIVE 307 | HOUSTON | TX | 77027 | NONE | PC | GENERAL SUPPORT OF PROGRAMS AND SERVICES RELATED TO THE PREVENTION AND CURE OF ARTHRITIS | $14,000 |
| BEAVER DAM AREA ARTS ASSOCIATION | |||||||
| 1605 NORTH SPRING ST | BEAVER DAM | WI | 53916 | NONE | PC | FINANCIAL ASSISTANCE WITH OPERATIONAL EXPENSES | $22,000 |
| BEAVER DAM COMMUNITY HOSPITALS INC | |||||||
| 707 SOUTH UNIVERSITY AVE | BEAVER DAM | WI | 53916 | NONE | PC | TO SUPPORT LOCAL HEALTH CARE AND COMMUNITY BASED HEALTH PROGRAMS | $1,500 |
| BEAVER DAM YOUTH WRESTLING CLUB | |||||||
| PO BOX 692 | BEAVER DAM | WI | 53916 | NONE | PC | TO SUPPORT YOUTH WRESTLING CLUB WHOSE MISSION IS TO USE WRESTLING TO POSITIVELY AFFECT AREA YOUTH | $250 |
| CITY OF BEAVER DAM FIRE-RESCUE DEPARTMENT | |||||||
| 205 S LINCOLN AVE | BEAVER DAM | WI | 53916 | NONE | GOV | TO SUPPORT FIRE PREVENTION PROGRAMS | $120 |
| BEAVER DAM SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 98 | BEAVER DAM | WI | 53916 | NONE | PC | TO SUPPORT THE MISSION OF PROVIDING HIGHER EDUCATION COST ASSISTANCE TO YOUTH FROM BEAVER DAM WISCONSIN | $450 |
| BEAVER DAM UNIFIED SCHOOL DISTRICT | |||||||
| 705 MCKINLEY STREET | BEAVER DAM | WI | 53916 | NONE | GOV | TO SUPPORT THE PARTNERS ARE LEARNING PROGRAM WHICH PROVIDES TUTORING AND MENTORING TO ELEMENTARY SCHOOL STUDENTS | $2,500 |
| BIG BROTHERSBIG SISTERS | |||||||
| 415 S 8TH ST | WATERTOWN | WI | 53094 | NONE | PC | TO SUPPORT PROGRAM AND ACTIVITIES FOR CHILDREN FACING ADVERSITY | $250 |
| BOYS AND GIRLS CLUB | |||||||
| 925 N SILVERBROOK DRIVE | WEST BEND | WI | 53090 | NONE | PC | TO SUPPORT MISSION OF THE CLUB WHICH PROVIDES PROGRAMMING FOR YOUTH | $700 |
| CLOTHES FOR KIDS INC | |||||||
| 103 EAST MAPLE AVE | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE LOW COST CLOTHING ACQUISITION OPTIONS FOR UNDERPRIVILAGED CHILDREN | $500 |
| CHURCH HEALTH SERVICES | |||||||
| 115 N CENTER ST | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE LOW COST HEALTH CARE SERVICES FOR THE POOR, UNINSURED, AND UNDERINSURED OF DODGE COUNTY WISCONSIN | $4,250 |
| DISABLED AMERICAN VETERANS AUXILIARY INC | |||||||
| 708 E MILL ST | BEAVER DAM | WI | 53916 | NONE | PC | TO SUPPORT PROGRAMMING FOR DISABLED AMERICAN VETERANS | $500 |
| DEMENTIA CONCERNS COALITION OF DODGE COUNTY | |||||||
| 229 MARY ST | MAYVILLE | WI | 53050 | NONE | PC | TO PROVIDE ASSISTANCE FOR PROGRAMMING DESIGNED TO ENHANCE THE QUALITY OF LIFE OF PERSONS LIVING WITH DEMENTIA | $250 |
| DODGE COUNTY TOY BANK INC | |||||||
| PO BOX 438 | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE CHRISTMAS PRESENTS TO UNDERPRIVILAGED CHILDREN IN DODGE COUNTY WISCONSIN | $200 |
| GREEN VALLEY ENTERPRISES INC OF BEAVER DAM | |||||||
| 1223 MADISON ST | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR PROGRAMS DESIGNED TO HELP INDIVIDUALS WITH SPECIAL NEEDS | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 200 SOUTH EXECUTIVE DRIVE | BROOKFIELD | WI | 53005 | NONE | PC | TO SUPPORT PROGRAMMING FOR RESEARCH TO FIND A CURE FOR LEUKEMIA & LYMPHOMA AND TO IMPROVE THE LIVES OF THOSE AFFECTED | $500 |
| LOWELL FIRE DEPARTMENT | |||||||
| 105 NORTH RIVER STREET | LOWELL | WI | 53557 | NONE | GOV | TO SUPPORT PURCHASE OF RESCUE VEHICLE | $1,000 |
| MAKE-A-WISH FOUNDATION OF WISCONSIN INC | |||||||
| 13195 W HAMPTON AVE | BUTLER | WI | 53151 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS DESIGNED TO HELP AND EMPOWER CHILDREN BATTLING LIFE THREATENING MEDICAL CONDITIONS | $6,000 |
| NEW BEGINNINGS HOMELESS SHELTER OF DODGE COUNTY INC | |||||||
| PO BOX 119 | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE TEMPORARY EMERGENCY SHELTER FOR PEOPLE EXPERIENCING HOMELESSNESS IN DODGE COUNTY WISCONSIN | $250 |
| BEAVER DAM COMMUNITY HOSPITALS INC | |||||||
| 707 SOUTH UNIVERSITY AVE | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT TO EVENT WHICH PROMOTES BREAST CANCER AWARENESS AND SUPPORT TO SUSAN G KOMEN FOR THE CURE ORGANIZATION | $500 |
| PEOPLE AGAINST A VIOLENT ENVIRONMENT INC | |||||||
| PO BOX 561 | BEAVER DAM | WI | 53916 | NONE | PC | TO EMPOWER THOSE AFFECTED BY VIOLENCE IN DODGE COUNTY WISCONSIN | $500 |
| SAN FRANCISCO BAY AREA ARITHRITIS | |||||||
| 657 MISSION STREET | SAN FRANCISCO | WI | 94105 | NONE | PC | TO SUPPORT PROGRAMMING DESIGNED TO ADDRESS THE PREVENTION, CONTROL, AND CURE OF ARTHRITIS TO SUPPORT PROGRAMS DESIGNED TO EASE AND ENRICH THE LIVES OF PEOPLE IMPACTED BY DISABILITY | $11,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 125 DODGE DRIVE | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL ASSISTANCE FOR PROGRAMMING THAT IS DESIGNED TO SERVE THE POOR AND UNDERPRIVILAGED WITH HUNGER AND POVERTY ISSUES | $2,000 |
| ST KATHARINE DREXEL SCHOOL | |||||||
| 503 SOUTH SPRING STREET | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR CHILDREN OF DISADVANTAGED FAMILIES WISHING TO ATTEND THE PARISH SCHOOL | $250 |
| SPECIAL TOUCH MINISTRY INC | |||||||
| PO BOX 25 | WAUPACA | WI | 54981 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR PROGRAMMING DESIGNED TO EASE AND ENRICH THE LIVES OF INDIVIDUALS IMPACTED BY DISABILITY | $100 |
| SWAN CITY ICE SKATERS | |||||||
| 609 GOULD STREET | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR PROGRAMMING DESIGNED TO PROMOTE POSITIVE YOUTH DEVELOPMENT THROUGH ICE SKATING TEAM PARTICIPATION AND COMPETITION | $3,750 |
| UNITED WAY OF DODGE COUNTY | |||||||
| PO BOX 158 | BEAVER DAM | WI | 53916 | NONE | PC | INDIRECT SUPPORT OF LOCAL NOT FOR PROFIT AGENCIES LOCATED IN DODGE COUNTY WISCONSIN | $500 |
| WAYLAND ACADEMY | |||||||
| 101 N UNIVERSITY AVE | BEAVER DAM | WI | 53916 | NONE | PC | TO FUND THE SUSAN SEIPPEL GROW SCHOLARSHIP FUND OF THIS PRIVATE SECONDARY EDUCATIONAL INSTITUTION | $3,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | PC | TO PROVIDE FINANCIAL SUPPORT FOR FREE PROGRAMS AND SERVICES DESIGNED TO ADDRESS THE NEEDS OF VETERANS AND SERVICES MEMBERSWHO INCURRED A PHYSICAL OR MENTAL INJURY, ILLNESS, OR WOUND, CO-INCIDENT TO THEIR MILITARY SERVICES ON OR AFTER 9/11/01; AND FILL GAPS IN GOVERNMENT CARE. | $500 |
| YMCA OF DODGE COUNTY | |||||||
| 220 CORPORATE DR | BEAVER DAM | WI | 53916 | NONE | PC | TO PROVIDE FINANCIAL ASSISTANCE TO SUPPORT YOUTH PROGRAMMING AND MEMBERSHIP COSTS OF UNDERPRIVALEGED INDIVIDUALS AND FAMILIES AND HONOR PLEDGE OF DEBT REDUCTION CAMPAIGN | $10,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,920 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,300 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 2015 EXCISE TAX REFUND | 01 | $564 |
| EXPENSE REIMBURSEMENT | 01 | $660 |
| MISCELLANEOUS | 01 | $1,956 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,255 | TotalIncomeProducingActyAmt |
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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAVER DAM AREA ARTS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | CONTINUING RELATIONSHIP BY ASSISTING WITH BUDGET SHORTFALLS AND PROVIDING RENT FREE FACILITIES | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PREPARATION OF FORM 990-PF | $4,190 | $0 | $4,190 |
| OFFICE ADMINISTRATION SERVICES | $18,066 | $0 | $18,066 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE BANK ACCT A58190009 | BondNm |
| EOY Book Value | $443,972 | EOYBookValueAmt |
| EOYFMV | $434,483 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN CHASE BANK ACCT A58190009 | StockNm |
| EOY Book Value | $1,126,053 | EOYBookValueAmt |
| EOYFMV | $1,323,456 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN CHASE BANK ACCT A58190009 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $527,251 | BookValueAmt |
| EOYFMV | $517,942 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROCKWELL PRINT | $30,307 | $30,307 | $500,000 |
| ACCRUED INCOME OF JPMORGAN CHASE BANK ACCT A58190009 | $1,547 | $869 | $869 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST INCOME BEGINNING OF YEAR | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,788 | $0 | $9,788 |
| HOMESTEAD EXPENSE | $11,509 | $0 | $11,509 |
| WIRE TRANSFER FEES | $165 | $165 | $0 |
| TRUSTEE EXPENSE | $478 | $0 | $478 |
| MISCELLANEOUS | $424 | $0 | $424 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 2015 EXCISE TAX REFUND | $564 | $564 |
| EXPENSE REIMBURSEMENT | $660 | $660 |
| MISCELLANEOUS | $1,956 | $1,956 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER COST BASIS ADJUSTMENTS | $256 |
| ACCRUED INTEREST INCOME END OF YEAR | $23 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMORGAN CHASE INVESTMENT MANAGEMENT FEES | $18,944 | $18,944 | $0 |
| APPRAISAL | $500 | $0 | $500 |
| LEGAL | $450 | $0 | $450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $1,000 | $1,000 | $0 |
| REAL ESTATE | $5,462 | $0 | $5,462 |
Comments