MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201621309349100212
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T08:36:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391731751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD C CONDON JR AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SO WASHINGTON ST STE 301 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543014200 | 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 | 271561402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK & MARY PETERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9205449384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB ROAD | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PETERSON | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 9205449384 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD C CONDON JR | PreparerPersonNm |
| PTIN | P00229044 | PTIN |
| Phone | 9204326466 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $482,098 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,645 | 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 | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,871 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $437,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $421,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,339 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $253 | OtherAssetsBOYAmt |
| Other Assets EOY | $174 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $174 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $441,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $430,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $482,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $441,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $430,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $441,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $441,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $430,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $441,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $430,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $430,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 79.556 SH BLACKROCK EQUITY DIV | P | 2015-01-01 | 2015-02-13 | $1,995 | $1,927 | $68 | $68 |
| 882.15 SH NATIXIS ASG GLOBAL | P | 2015-01-01 | 2015-12-03 | $9,466 | $10,321 | -$855 | -$855 |
| 121.581 SH PIMCO ALL ASSET ALL AUTH | P | 2015-01-01 | 2015-02-13 | $1,123 | $1,154 | -$31 | -$31 |
| 8.301 SH PIMCO COMMODITY REAL RET STRAT | P | 2015-01-01 | 2015-02-13 | $37 | $44 | -$7 | -$7 |
| 58.611 SH BLACKROCK EQUITY DIV | P | 2014-01-01 | 2015-02-13 | $1,470 | $1,248 | $222 | $222 |
| 215.203 SH PIMCO ALL ASSET ALL AUTH | P | 2014-01-01 | 2015-02-13 | $1,988 | $2,280 | -$292 | -$292 |
| 124.215 SH PIMCO COMMODITY REAL RET STRAT | P | 2014-01-01 | 2015-02-13 | $560 | $769 | -$209 | -$209 |
| 104.954 SH AMERICAN EUROPACIFIC GRW | P | 2010-01-11 | 2015-12-03 | $5,000 | $4,166 | $834 | $834 |
| 458.295 SH BAIRD CORE PLUS BOND | P | 2010-08-18 | 2015-12-03 | $5,000 | $4,922 | $78 | $78 |
| 1138.528 SH BLACKROCK EQUITY DIV | P | 2014-01-01 | 2015-02-13 | $28,554 | $21,918 | $6,636 | $6,636 |
| 76.546 SH HARBOR CAP APPRECIATION | P | 2011-11-30 | 2015-12-03 | $5,000 | $2,887 | $2,113 | $2,113 |
| 349.895 SH LAZARD EMERGING MKTS | P | 2010-08-17 | 2015-12-03 | $5,000 | $6,732 | -$1,732 | -$1,732 |
| 1891.257 SH PIMCO ALL ASSET ALL AUTH | P | 2014-01-01 | 2015-02-13 | $17,475 | $20,758 | -$3,283 | -$3,283 |
| 2110.174 SH PIMCO COMMOD REAL RET STRAT | P | 2014-01-01 | 2015-02-13 | $9,517 | $16,685 | -$7,168 | -$7,168 |
| 240.269 SH VOYA GLOBAL REAL ESTATE I | P | 2010-08-17 | 2015-05-14 | $5,000 | $3,482 | $1,518 | $1,518 |
| CAPITAL GAINS DIVIDENDS | P | $14,226 | $14,226 | $14,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,118 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,197 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $528,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051436 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,245 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $511,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $502,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,145 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $488,612 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047369 | DistributionYr5Rt |
| Total Distribution | 0.249064 | TotalDistributionRt |
| Average Distribution | 0.049813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $510,204 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,415 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,031 | 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 | $178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $178 | 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 | 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 | MARK PETERSON | IndividualWithBooksNm |
| Phone | 9205449384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB RD | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54313 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | TREASURER/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRAD PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | SECRETARY | 0.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $513,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $517,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $517,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $510,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178 | TotalTaxAmt |
| Distributable Before Adj | $25,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,332 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,031 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,699 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,805 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,106 | ExcessFromYear1Amt |
| Excess From Current Year | $1,699 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC FOUNDATION | |||||||
| PO BOX 22128 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | BISHOPS APPEAL | $500 |
| UW FOUNDATION | |||||||
| 600 HIGHLAND AVE K4/658 | MADISON | WI | 53792 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| BONDUEL SCHOOL DISTRICT | |||||||
| 400 WEST GREEN BAY STREET | BONDUEL | WI | 54107 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,031 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 SOUTH ONEIDA STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| CEREBRAL PALSY INC | |||||||
| 2801 SO WEBSTER AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $11,000 |
| FAMILY SERVICES | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| GREATER GREEN BAY YMCA STRONG KIDS CAMPAIGN | |||||||
| 380 BROADVIEW DRIVE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| HOWE NEIGHBORHOOD FAMILY RESOURCE | |||||||
| 526 SOUTH MONROE AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| PAUL'S PANTRY | |||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| ST JOHN THE BAPTIST PARISH | |||||||
| 2597 GLENDALE AVENUE | GREEN BAY | WI | 54313 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $4,500 |
| ST JOHN THE EVANGELIST HOMELESS SHELTER | |||||||
| PO BOX 1743 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,031 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,645 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GERALD C. CONDON, JR | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SB EQUITY FUND | $46,172 | $84,944 |
| MORGAN STANLEY SB MUTUAL FUND | $374,986 | $387,395 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $253 | BOYBookValueAmt |
| EOY Book Value | $174 | EOYBookValueAmt |
| EOYFMV | $174 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $10 | $0 | $0 |
| MORGAN STANLEY SB FEE | $2,871 | $2,871 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 EXCISE TAX | $203 | $0 | $0 |
| FOREIGN TAX WITHHELD #7542 | $154 | $0 | $0 |
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