MARVIN P VERHULST FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN P VERHULST FOUNDATION INC (EIN 33-0998350)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201532249349100918
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T16:01:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330998350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marvin P Verhulst Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY S BURBACH | InCareOfNm |
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 6088314177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6616 N Chickahauk Trl | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Middleton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary S Burbach | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 6088314177 | PhoneNum |
| Signature | 2015-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,706,609 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $126,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $301,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $552 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $303,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,432 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,716 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,716 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $694 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $90 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,698 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $131,100 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,887,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,020,631 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,562,219 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,002,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,072,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,706,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,002,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,072,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,002,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,072,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,002,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,072,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,002,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,003 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,076,768 | SubtotalAmt |
| Other Decreases | $4,149 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,072,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED SECURITIES | $16,439 | $15,548 | $891 | $891 | |
| LONG TERM PUBLICLY TRADED SECURITIES | $154,089 | $108,562 | $45,527 | $45,527 | |
| CAPITAL GAIN DIVIDENDS | $130,542 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,960 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,504,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $233,871 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,285,139 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,223,329 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,077,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,625,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058612 | DistributionYr5Rt |
| Total Distribution | 0.243554 | TotalDistributionRt |
| Average Distribution | 0.048711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,670,464 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,007 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,510 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,286 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,014 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,014 | SubtotalAmt |
| Tax Based On Investment Income | $6,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,226 | OverpaymentAmt |
| Applied To ES Tax | $3,226 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY S BURBACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6088314177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3821 SIGNATURE DRIVE | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MARY S BURBACH | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| KENNETH M BURBACH | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | SECRETARY | 1.0 | $0 | $0 | $0 |
| PATRICIA DORFMAN | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRIAN BURBACH | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SARAH BRUCH | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROBERT DORFMAN | ||||||||
| 3821 SIGNATURE DRIVE | MIDDLETON | WI | 53562 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,686,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,741,588 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,741,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,670,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,014 | TotalTaxAmt |
| Distributable Before Adj | $227,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $227,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $227,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $221,286 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $221,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $217,836 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $217,836 | AppliedToYear1Amt |
| Applied To Current Year | $3,450 | 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 |
| Undistributed Income CY | $224,059 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTH HUDSON ELEMENTARY SCHOOL | |||||||
| 510 LEMON STREET NORTH | HUDSON | WI | 54016 | NONE | PC | PROGRAM SUPPORT | $3,560 |
| St Marks Episcopal School | |||||||
| 3395 Burns Road | Palm Beach Gardens | FL | 33410 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| Cardinal Newman High School | |||||||
| 512 Spencer Dr | West Palm Beach | FL | 33409 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| HUDSON SCHOOL DISTRICT | |||||||
| 644 BRAKKE DRIVE | HUDSON | WI | 54016 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| ST CROIX VALLEY HABITAT FOR HUMANITY | |||||||
| 116 E ELM STREET | RIVER FALLS | WI | 54022 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| SUNSHINE PROJECT INC | |||||||
| 1004 GRAND ISLE WAY | PALM BEACH GARDENS | FL | 33418 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| Hudson High School | |||||||
| 1501 Vine Street | Hudson | WI | 54016 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| Hope Rural School | |||||||
| 15929 SW 150th Street | Indiantown | FL | 34956 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Jupiter Medical Center Foundation Inc | |||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | NONE | SO I | PROGRAM SUPPORT | $10,000 |
| CYPRESS LAKE PRESBYTERIAN CHURCH | |||||||
| 8260 CYPRESS LAKE DR | FORT MYERS | FL | 33919 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LN | PALM BEACH GARDENS | FL | 33418 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ECHO INC | |||||||
| 17391 DURRANCE RD | N FORT MYERS | FL | 33917 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| NATIONAL PEACE CORPS ASSOCIATION | |||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | PEACE CORPS PARTNERSHIP | $2,000 |
| THE SHARING TREE INC | |||||||
| 218 E 3RD AVE | TALLAHASSEE | FL | 32303 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| ST GEORGE CHURCH & CENTER | |||||||
| 21 W 22ND ST | RIVIERA BEACH | FL | 33404 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| OPERATION SECOND CHANCE INC | |||||||
| 22708 BIRCHCREST LANE | CLARKSBURG | MD | 20871 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| PROACT INC | |||||||
| 3195 NEIL ARMSTRONG BOULEVARD | EAGAN | MN | 55121 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| Audubon Center of the Northwoods Inc | |||||||
| PO Box 530 | Sandstone | MN | 55072 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $303,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,763 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,432 | Amt |
| Net Investment Income | $1,716 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,716 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $4,295 | $22,510 |
| BRITISH PETROLEUM | $19,276 | $28,590 |
| PEPSICO INC | $10,469 | $47,280 |
| ABBVIE INC | $4,658 | $32,720 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ADV MID CAP FUND | AT COST | $161,767 | $267,249 |
| FUNDAMENTAL INVESTORS | AT COST | $96,447 | $161,320 |
| GROWTH FUND OF AMERICA | AT COST | $87,605 | $153,376 |
| INVESTMENT COMPANY OF AMERICA | AT COST | $206,202 | $247,886 |
| LORD ABBETT DIVIDEND GROWTH | AT COST | $53,969 | $87,519 |
| SMALL CAP WORLD | AT COST | $50,457 | $84,082 |
| WASHINGTON MUTUAL INV FUND | AT COST | $87,192 | $116,381 |
| EUROPACIFIC GROWTH | AT COST | $40,136 | $67,424 |
| HENDERSON INTERNATIONAL OPPORT | AT COST | $106,616 | $175,011 |
| AMERICAN HIGH INCOME | AT COST | $765,477 | $701,324 |
| INTERMEDIATE BOND FUND AMERICA | AT COST | $118,359 | $117,351 |
| CAPITAL WORLD BOND FUND | AT COST | $428,856 | $453,877 |
| CAPITAL INCOME BUILDER | AT COST | $273,490 | $326,146 |
| INVESCO EQUITY AND INCOME | AT COST | $147,750 | $173,549 |
| OPPENHEIMER MAIN ST | AT COST | $185,009 | $224,270 |
| BOND FUND OF AMERICA | AT COST | $379,344 | $371,869 |
| FIDELITY ADV NEW INSIGHTS | AT COST | $78,759 | $102,615 |
| FIDELITY ADVISORS SMALL CAP C | AT COST | $71,092 | $68,055 |
| JOHN HANCOCK FDS II | AT COST | $292,296 | $277,091 |
| PIMCO FDS | AT COST | $266,292 | $262,635 |
| FIDELITY ADVISORS SMALL CAP T | AT COST | $13,964 | $13,297 |
| INTERNATIONAL GROWTH | AT COST | $67,229 | $63,712 |
| INCOME FUND OF OF AMERICA | AT COST | $42,323 | $46,180 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $4,149 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEE | $80 | $80 | |
| REGISTRATION FEE | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS Refund | Desc |
| Revenue And Expenses Per Books | $552 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $694 | $694 |
| ESTIMATED TAX PAYMENT | $4,240 | |
| FEDERAL TAX PAYMENT | $1,744 |
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