BETA

TAUSCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TAUSCHER FAMILY FOUNDATION INC (EIN 45-4168653)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-02-18
IRS object ID
201630499349100208
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-18T16:50:12-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-02-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChase IndaPreparerPersonNm
PTINP00546335PTIN
Phone6082496622PhoneNum
Preparation2016-02-04PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$449,776FMVAssetsEOYAmt
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$10,056DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,056DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,632NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,510GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,632CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,688TotalRevAndExpnssAmt
Total Net Invst Incm$13,688TotalNetInvstIncmAmt
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$1,585AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,585AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,673OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,673OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$153TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,411TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,258TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,911TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,258TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,223ExcessRevenueOverExpensesAmt
Net Investment Income$9,430NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,727SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,727SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$438,505OtherInvestmentsBOYAmt
Other Investments EOY$444,015OtherInvestmentsEOYAmt
Other Investments EOYFMV$447,049OtherInvestmentsEOYFMVAmt
Total Assets BOY$460,965TotalAssetsBOYAmt
Total Assets EOY$446,742TotalAssetsEOYAmt
Total Assets EOYFMV$449,776TotalAssetsEOYFMVAmt
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$460,965RetainedEarningBOYAmt
Retained Earning EOY$446,742RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$460,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$446,742TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$460,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$446,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$460,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,223ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$446,742SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$446,742TotNetAstOrFundBalancesEOYAmt

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$15,573$16,878-$1,305-$1,305
Capital Gains Dividends$4,937$4,937$4,937P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,632CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,347AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$505,022NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048210DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,810AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$484,368NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051221DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$482,698NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051792DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$492,500NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.151223TotalDistributionRt
Average Distribution0.037806AverageDistributionRt
Net Vl Noncharitable Assets$485,086NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,339AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$94NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,433AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$94InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$94SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$94TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$94TaxDueAmt

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$482,845AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$492,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$492,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$485,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$94TaxBasedOnInvestmentIncomeAmt
Total Tax$94TotalTaxAmt
Distributable Before Adj$24,160DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,160DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$94PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,406AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,160DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$411ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$972ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,383TotalExcessDistributionCyovAmt
Qualifying Distributions$23,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$660ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$660ExcessDistributionCyovAppCYAmt
Total Corpus$723TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$723ExcessDistriCyovToNextYrAmt
Excess From Year2$723ExcessFromYear2Amt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FAMILY CHILDRENS HOSPITAL
1675 HIGHLAND AVENUEMADISONWI53792NOT APPLICABLEPCHEALTHCARE$10,000
BRONX COUNCIL FOR ENVIRONMENTAL QUALITY
PO Box 265 City Island StationBronxNY10464NOT APPLICABLEPCENVIRONMENT$500
CHILDREN'S HOSPITAL OF WISCONSIN
PO BOX 1997MilwaukeeWI53201NOT APPLICABLEPCHEALTHCARE$1,000
CHILDREN'S THEATER OF MADISON
228 STATE STREETMADISONWI53703NOT APPLICABLEPCARTS$1,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NOT APPLICABLEPCSCHOOL OF EDUCATION$1,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NOT APPLICABLEPCSTUDENT-ATHLETE PERFORMANCE CENTER$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11848 UNIVERSITY AVENUEAddressLine1Txt
CityMaDISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNOT APPLICABLERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeStudent-Athlete Performance CenterGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,056ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,632ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,688ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,688TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BAKER TILLY VIRCHOW KRAUSE, LLP - 2013 990PF TAX RETURN PREPARATION$650$650$0
BAKER TILLY VIRCHOW KRAUSE, LLP - 2014 990PF TAX RETURN PREPARATION$935$935$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DREGXAT COST$35,000$30,355
SVAIXAT COST$30,000$30,708
HLMIXAT COST$50,000$51,537
OAKIXAT COST$55,000$46,600
SAGYXAT COST$30,000$35,443
DDBIXAT COST$10,000$7,591
MCNVXAT COST$20,000$18,185
MWTIXAT COST$35,000$35,434
SAMBXAT COST$8,637$7,926
IWMAT COST$53,280$58,337
SPYAT COST$29,935$36,696
VWOAT COST$35,019$29,930
VNQAT COST$29,309$36,676
CUSIP 48125UZK1AT COST$13,000$12,643
CUSIP 48125UKH4AT COST$9,835$8,988

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySIVIA CAPITAL - ACCOUNT FEESCategoryTxt
Amt$2,673Amt
Net Investment Income$2,673NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURY-2014 FORM 990PF EXCISE TAXCategoryTxt
Amt$153Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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