AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC (EIN 47-4493142)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-20
- IRS object ID
- 201622649349100502
- Schema version
- 2015v2.1
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-20T11:33:58-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262064862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLLATH & ASSOCIATES CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 PARMENTER ST STE 100B | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474493142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE DREAMS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6082492111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDD SCHEMMEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6082492111 | PhoneNum |
| Signature | 2016-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KOLLATH | PreparerPersonNm |
| PTIN | P00812085 | PTIN |
| Phone | 6088243002 | PhoneNum |
| Preparation | 2016-09-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,457,057 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,292,106 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,098 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,098 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $329,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,039,469 | GrossSalesPriceAmt |
| Total Rev And Expnss | $25,623,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,098 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,098 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $166,388 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $166,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,106,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,272,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,350,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,098 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst EOY | $25,456,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,456,265 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets EOY | $792 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $792 | OtherAssetsEOYFMVAmt |
| Total Assets EOY | $25,457,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,457,057 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,106,067 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $1,106,067 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $24,350,991 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,350,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,457,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $24,350,991 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,350,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,350,991 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42 | SubtotalAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $42 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUDD SCHEMMEL | IndividualWithBooksNm |
| Phone | 6082492111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JACK SALZWEDEL | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DANIEL KELLY | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | TREASURER | 0.50 | $0 | $0 | $0 |
| DAVID HOLMAN | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KRISTIN KIRKCONNELL | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM WESTRATE | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY SCHMOEGER | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JUDD SCHEMMEL | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE CHARITABLE CONTRIBUTIONS PART XV. THIS FOUNDATION'S PRIMARY ACTIVITIES INCLUDE A SCHOLARSHIP PROGRAM (STARTED IN 2016), COMMUNITY GRANTS PROGRAM (STARTED IN 2015), AND EMPLOYEE AND AGENT MATCHING GIFT PROGRAMS (STARTED IN 2016). | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,456,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,457,057 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,457,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,075,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,253,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,253,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42 | TotalTaxAmt |
| Distributable Before Adj | $1,253,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,253,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,253,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,253,718 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1 | QualifyingDistributionsAmt |
| Applied To Current Year | $1 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,253,717 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS AND GIRLS CLUB OF DANE COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 TAFT STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501 (C) (3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $1 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UW PEDIATRIC SURGERY PROFESSORSHIP | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 501 (C) (3) | CHARITABLE | $144,270 |
| BOYS AND GIRLS CLUB OF DANE COUNTY | ||||||
| 2001 TAFT STREET | MADISON | WI | 53713 | 501 (C)(3) | CHARITABLE | $961,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,106,066 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $329,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $331,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,339 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,292,106 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SERVICES | NoncashPropertyDesc |
| Fair Market Value | $166,388 | FairMarketValueAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (58 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | 2015-12 | DONATION | 2015-12 | $306,048 | $298,494 | $7,554 |
| AMGEN INC | 2015-12 | DONATION | 2015-12 | $143,418 | $137,634 | $5,784 |
| ANTHEM INC | 2015-12 | DONATION | 2015-12 | $35,559 | $35,488 | $71 |
| APPLE INC | 2015-12 | DONATION | 2015-12 | $1,093,098 | $1,117,497 | -$24,399 |
| BANK OF AMERICA CORP | 2015-12 | DONATION | 2015-12 | $392,493 | $361,246 | $31,247 |
| BIOGEN INC | 2015-12 | DONATION | 2015-12 | $388,517 | $379,155 | $9,362 |
| BOEING INC | 2015-12 | DONATION | 2015-12 | $41,626 | $40,272 | $1,354 |
| BRISTOL MYERS SQUIBB CO | 2015-12 | DONATION | 2015-12 | $252,561 | $244,401 | $8,160 |
| CAPITAL ONE FINANCIAL CORP | 2015-12 | DONATION | 2015-12 | $740,924 | $715,178 | $25,746 |
| CELGENE CORP | 2015-12 | DONATION | 2015-12 | $129,538 | $125,756 | $3,782 |
| CHEVRON CORP | 2015-12 | DONATION | 2015-12 | $137,744 | $125,013 | $12,731 |
| CME GROUP INC | 2015-12 | DONATION | 2015-12 | $481,370 | $475,882 | $5,488 |
| COGNIZANT TECH SOLUTIONS | 2015-12 | DONATION | 2015-12 | $194,344 | $191,435 | $2,909 |
| CONOCOPHILLIPS | 2015-12 | DONATION | 2015-12 | $82,947 | $80,563 | $2,384 |
| CUMMINS | 2015-12 | DONATION | 2015-12 | $310,924 | $310,096 | $828 |
| DISNEY WALT CO | 2015-12 | DONATION | 2015-12 | $943,230 | $914,476 | $28,754 |
| DOMINION RESOURCES | 2015-12 | DONATION | 2015-12 | $342,272 | $335,195 | $7,077 |
| DOW CHEM CO | 2015-12 | DONATION | 2015-12 | $125,434 | $131,197 | -$5,763 |
| EBAY INC | 2015-12 | DONATION | 2015-12 | $48,999 | $48,286 | $713 |
| ECOLAB INC | 2015-12 | DONATION | 2015-12 | $28,543 | $27,958 | $585 |
| FACEBOOK INC A | 2015-12 | DONATION | 2015-12 | $207,251 | $207,390 | -$139 |
| FORD MOTOR CO | 2015-12 | DONATION | 2015-12 | $502,752 | $489,528 | $13,224 |
| GENERAL DYNAMICS CORP | 2015-12 | DONATION | 2015-12 | $55,460 | $56,600 | -$1,140 |
| GENERAL ELECTRIC CO | 2015-12 | DONATION | 2015-12 | $702,012 | $699,565 | $2,447 |
| GENERAL MILLS INC | 2015-12 | DONATION | 2015-12 | $491,669 | $490,404 | $1,265 |
| GILEAD SCIENCES INC | 2015-12 | DONATION | 2015-12 | $98,155 | $93,541 | $4,614 |
| GOLDMAN SACHS | 2015-12 | DONATION | 2015-12 | $122,128 | $115,579 | $6,549 |
| HOME DEPOT INC | 2015-12 | DONATION | 2015-12 | $22,786 | $22,629 | $157 |
| INTEL CORP | 2015-12 | DONATION | 2015-12 | $92,928 | $89,465 | $3,463 |
| KIMBERLY CLARK CORP | 2015-12 | DONATION | 2015-12 | $43,306 | $42,311 | $995 |
| LAS VEGAS SANDS CORP | 2015-12 | DONATION | 2015-12 | $27,430 | $26,172 | $1,258 |
| LAUDER ESTEE COS INC | 2015-12 | DONATION | 2015-12 | $563,009 | $548,639 | $14,370 |
| MASTERCARD INC | 2015-12 | DONATION | 2015-12 | $38,171 | $35,404 | $2,767 |
| MICROSOFT CORP | 2015-12 | DONATION | 2015-12 | $832,660 | $832,195 | $465 |
| MONDELEZ INTERNATIONAL W I | 2015-12 | DONATION | 2015-12 | $313,994 | $306,378 | $7,616 |
| PNC FINANCIAL SERVICES GROUP | 2015-12 | DONATION | 2015-12 | $525,814 | $502,786 | $23,028 |
| PFIZER INC | 2015-12 | DONATION | 2015-12 | $778,093 | $771,421 | $6,672 |
| PHILLIPS 66 | 2015-12 | DONATION | 2015-12 | $69,967 | $69,854 | $113 |
| PRECISION CASTPARTS CORP | 2015-12 | DONATION | 2015-12 | $599,165 | $598,998 | $167 |
| REGENERON PHARMACEUTICALS INC | 2015-12 | DONATION | 2015-12 | $75,386 | $72,749 | $2,637 |
| SALESFORCE COM INC | 2015-12 | DONATION | 2015-12 | $75,106 | $74,544 | $562 |
| SIMON PROPERTY GROUP | 2015-12 | DONATION | 2015-12 | $791,670 | $767,914 | $23,756 |
| STARBUCKS CORP | 2015-12 | DONATION | 2015-12 | $836,818 | $829,926 | $6,892 |
| STRYKER CORP | 2015-12 | DONATION | 2015-12 | $60,706 | $58,936 | $1,770 |
| THE PRICELINE GROUP | 2015-12 | DONATION | 2015-12 | $66,334 | $63,735 | $2,599 |
| THERMO FISCHER SCIENTIFIC INC | 2015-12 | DONATION | 2015-12 | $711,678 | $690,318 | $21,360 |
| TIME WARNER INC | 2015-12 | DONATION | 2015-12 | $34,788 | $34,048 | $740 |
| TIME WARNER CABLE INC | 2015-12 | DONATION | 2015-12 | $530,341 | $519,397 | $10,944 |
| TJX COMPANIES INC | 2015-12 | DONATION | 2015-12 | $371,622 | $369,860 | $1,762 |
| TWENTY FIRST CENTURY FOX INC | 2015-12 | DONATION | 2015-12 | $688,203 | $684,923 | $3,280 |
| UNION PACIFIC CORP | 2015-12 | DONATION | 2015-12 | $434,238 | $432,806 | $1,432 |
| UNITED HEALTH GROUP INC | 2015-12 | DONATION | 2015-12 | $809,613 | $786,101 | $23,512 |
| US BANCORP | 2015-12 | DONATION | 2015-12 | $109,193 | $102,709 | $6,484 |
| VERIZON COMMUNICATIONS INC | 2015-12 | DONATION | 2015-12 | $9,604 | $9,103 | $501 |
| VISA INC | 2015-12 | DONATION | 2015-12 | $116,756 | $109,282 | $7,474 |
| EATON CORP PLC | 2015-12 | DONATION | 2015-12 | $1,128 | $953 | $175 |
| SCHLUMBERGER LTD | 2015-12 | DONATION | 2015-12 | $9,946 | $8,843 | $1,103 |
| AMGEN INC | PURCHASE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $792 | EOYBookValueAmt |
| EOYFMV | $792 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DONATED SERVICES | $166,388 |
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