SISTER IRMGARD DELFING CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SISTER IRMGARD DELFING CHARITABLE TR (EIN 39-6781271)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-24
- IRS object ID
- 201401149349100305
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-24T09:41:41-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO Harris Bank NA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Kilbourn Ave Ste 200 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396781271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELFING CHAR TR SISTER IRMGARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELF | BusinessNameControlTxt |
| Phone | 4142878700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BMO HARRIS BANK NA PO BOX 2980 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD STENDLER | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 4142878700 | PhoneNum |
| Signature | 2014-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD STENDLER | PreparerPersonNm |
| Phone | 4142877134 | PhoneNum |
| Preparation | 2014-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,985,305 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $345,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $640,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,429,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $640,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,857 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $996,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $986,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,665 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,665 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,197 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $120,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $738,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $738,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $858,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $738,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $879,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $340,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,147,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,086,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,517,130 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,763,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,865,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,991,850 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $43,704 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,695 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,695 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,294,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,428,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,985,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,294,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,428,326 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,294,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,428,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,294,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,428,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,294,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $357 | OtherIncreasesAmt |
| Subtotal | $12,432,187 | SubtotalAmt |
| Other Decreases | $3,861 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,428,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEE ATTACHED SALES SCHEDULE | P | 1990-01-01 | 2013-12-31 | $2,226,022 | $0 | $1,788,178 | $437,844 | $0 | $0 | $0 | $437,844 |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 1990-01-01 | 2013-12-31 | $203,044 | $0 | $0 | $203,044 | $0 | $0 | $0 | $203,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $640,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $738,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,985,433 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052837 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $738,144 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,009,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052687 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $674,109 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,131,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060556 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $632,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,006,437 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $875,681 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,275,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061340 | DistributionYr5Rt |
| Total Distribution | 0.280130 | TotalDistributionRt |
| Average Distribution | 0.056026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,961,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $838,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,790 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $847,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $738,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,580 | SubtotalAmt |
| Tax Based On Investment Income | $17,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,627 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,627 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $11,627 | OriginalReturnTaxPaidAmt |
| Tax Due | $5,953 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | BMO HARRIS BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142877181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST KILBOURN AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| 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 |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO HARRIS BANK NA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E KILBOURN AVE STE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $105,665 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,189,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,189,189 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,189,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $227,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,961,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $748,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $748,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,580 | TotalTaxAmt |
| Distributable Before Adj | $730,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $730,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $730,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $738,944 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $738,944 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $738,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $730,488 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $167,233 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $437,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $738,944 | QualifyingDistributionsAmt |
| Applied To Current Year | $730,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,456 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $167,233 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,389 | ExcessFromYear4Amt |
| Excess From Year3 | $122,985 | ExcessFromYear3Amt |
| Excess From Year2 | $58,478 | ExcessFromYear2Amt |
| Excess From Year1 | $51,277 | ExcessFromYear1Amt |
| Excess From Current Year | $8,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BMO HARRIS BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E KILBOURN AVE STE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOENSTATT SISTERS OF MARY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W284 N404 CHERRY LANE | AddressLine1 |
| City | WAUKESHA | City |
| State | WI | State |
| ZIP Code | 531889416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | RELIGIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING EXPENSES | GrantOrContributionPurposeTxt |
| Amt | $738,144 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $738,144 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $640,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $986,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $986,248 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED SALES SCHEDULE | 1990-01 | Purchased | 2013-12 | $2,226,022 | $1,788,178 | $437,844 |
| LONG TERM CAPITAL GAIN DIVIDENDS | 1990-01 | Purchased | 2013-12 | $203,044 | $203,044 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN ACCRUAL | Description |
| Amount | $3,861 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $630 | $630 |
| EXCISE TAX REFUND | $9,227 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST PAID ON PURCHASE DURING PRIOR YEAR | Description |
| Amount | $357 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAX | $11,627 | |
| FOREIGN TAX PAID | $2,197 | $2,197 |
Comments