THE PETER J SEIPPEL FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE PETER J SEIPPEL FOUNDATION INC (EIN 39-1833671)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-12
IRS object ID
201402559349100700
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-09-12T09:50:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391139422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARENT DOTT AND COMPANY LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 516AddressLine1
CityBEAVER DAMCity
StateWIState
ZIP Code539160516ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391833671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETER J SEIPPEL FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone9208877454PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 297AddressLine1
CityBEAVER DAMCity
StateWIState
ZIP Code53916ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN C RALSTONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9208877454PhoneNum
Signature2014-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY M BRAAKSMA CPAPreparerPersonNm
PTINP00448228PTIN
Phone9208853388PhoneNum
Preparation2014-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,861,812FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,582NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$805,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,582CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$789OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$789OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$71,362TotalRevAndExpnssAmt
Total Net Invst Incm$71,362TotalNetInvstIncmAmt
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$24,827AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$24,827AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,477OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,477OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,090TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,090TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,606OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$462OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,029TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,928TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,844ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,844ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,029TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,772TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,482ExcessRevenueOverExpensesAmt
Net Investment Income$55,333NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,679CashBOYAmt
Cash EOY$888CashEOYAmt
Cash EOYFMV$888CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,214SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$158,925SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$158,925SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$336PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$336PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$967,443CorporateStockBOYAmt
Corporate Stock EOY$1,145,102CorporateStockEOYAmt
Corporate Stock EOYFMV$1,385,545CorporateStockEOYFMVAmt
Corporate Bonds BOY$738,951CorporateBondsBOYAmt
Corporate Bonds EOY$377,379CorporateBondsEOYAmt
Corporate Bonds EOYFMV$374,872CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$267,820InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$267,820LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$267,820LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$267,820LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$622,887OtherInvestmentsBOYAmt
Other Investments EOY$665,623OtherInvestmentsEOYAmt
Other Investments EOYFMV$642,483OtherInvestmentsEOYFMVAmt
Other Assets BOY$33,416OtherAssetsBOYAmt
Other Assets EOY$30,943OtherAssetsEOYAmt
Other Assets EOYFMV$30,943OtherAssetsEOYFMVAmt
Total Assets BOY$2,688,410TotalAssetsBOYAmt
Total Assets EOY$2,647,016TotalAssetsEOYAmt
Total Assets EOYFMV$2,861,812TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,381,622CapitalStockBOYAmt
Capital Stock EOY$1,381,622CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,306,788RetainedEarningBOYAmt
Retained Earning EOY$1,265,394RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,688,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,647,016TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,688,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,647,016TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,688,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,482ExcessRevenueOverExpensesAmt
Other Increases$25,088OtherIncreasesAmt
Subtotal$2,647,016SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,647,016TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$252,791$264,056-$11,265-$11,265
PUBLICLY TRADED SECURITIES$524,320$516,051$8,269$8,269
BASIS ADJUSTMENT ON SALE OF PTP INCLUDED ON LINE 1A-$747-$7472012-06-052013-12-18
NET SHORT-TERM CAPITAL LOSS PASSTHROUGH ON SCHEDULE K-1-$12-$12P
NET LONG-TERM CAPITAL LOSS PASSTHROUGH ON SCHEDULE K-1-$149-$149P
SECTION 1256 CONTRACTS MARKED TO MARKET LOSS PASSTHROUGH FROM SCHEDULE K-1-$570-$570P
SECTION 1256 CONTRACTS MARKED TO MARKET LOSS PASSTHROUGH FROM SCHEDULE K-1-$855-$855P
CAPITAL GAINS DIVIDENDS$27,911$27,911$27,911P
FieldValueIRS element (for citing)
Capital Gain Net Income$22,582CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$94,046AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,834,112NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051276DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,471,221NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059743DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,468AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,419,010NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046841DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,707AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,280,131NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043517DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,004AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,625,082NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057230DistributionYr5Rt
Total Distribution0.258607TotalDistributionRt
Average Distribution0.051721AverageDistributionRt
Net Vl Noncharitable Assets$2,464,935NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$127,489AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$553NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$128,042AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$116,772QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,107InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,107SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,107TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,443EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,443TotalPaymentsAndCreditsAmt
Overpayment$336OverpaymentAmt
Applied To ES Tax$336AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksKAREN WENDTIndividualWithBooksNm
Phone9208877454PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 297AddressLine1
CityBEAVER DAMCity
StateWIState
ZIP Code53916ZIPCode
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 (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHELSEY A SEIPPEL
1224 LAKESHORE DRIVEBEAVER DAMWI53916PRESIDENT1.00$0$0$0
ASHLEY N SEIPPEL
1224 LAKESHORE DRIVEBEAVER DAMWI53916PRESIDENT ELECT1.00$0$0$0
PHILLIP R SEIPPEL
PO BOX 297BEAVER DAMWI53916VICE PRESIDENT1.00$0$0$0
KAREN A WENDT
PO BOX 297BEAVER DAMWI53916SECRETARY1.00$0$0$0
JOHN C RALSTON
W6211 HWY 33BEAVER DAMWI53039TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PROVIDES REAL ESTATE, LOCATED AT 1605 N SPRING ST BEAVER DAM, WISCONSIN TO A LOCAL NOT-FOR-PROFIT AGENCY. THE SEIPPEL HOMESTEAD AND CENTER FOR THE ARTS IS USED BY THE BEAVER DAM AREA ARTS ASSOCIATION TO PROMOTE THE ARTS TO BEAVER DAM AND SURROUNDING COMMUNITIES AND ALSO TO PROVIDE EDUCATIONAL OPPORTUNITIES RELATED TO THE ARTS.Description1Txt
Expenses1$6,101Expenses1Amt

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$2,400,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,685AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$972FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,502,472TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,502,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,464,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,107TaxBasedOnInvestmentIncomeAmt
Total Tax$1,107TotalTaxAmt
Distributable Before Adj$122,140DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$122,140DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$122,140DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,772ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,772QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$116,772AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,140DistributableAsAdjustedAmt
Undistributed Income PY$32,724UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,560ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,016ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,887ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,580ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99,241ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,284TotalExcessDistributionCyovAmt
Qualifying Distributions$116,772QualifyingDistributionsAmt
Applied To Year1$32,724AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,048AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$38,092ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$38,092ExcessDistributionCyovAppCYAmt
Total Corpus$75,192TotalCorpusAmt
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$75,192ExcessDistriCyovToNextYrAmt
Excess From Year1$75,192ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
85 SECOND ST 8TH FLOORSAN FRANCISCOCA94105PCEMERGENCY ASSISTANCE AND DISASTER RELIEF AND EDUCATION WITHIN THE U.S.$800
ARC OF DODGE COUNTY
PO BOX 173BEAVER DAMWI53916PCFOR ASSISTANCE WITH SPECIAL OLYMPICS PARTICIPATION$250
BAY AREA ARTHRITIS FOUNDATION
657 MISSION STREET SUITE 603SAN FRANCISCOCA94105PCTO IMPROVE LIVES BY SUPPORTING PROGRAMS RELATED TO THE PREVENTION, CONTROL, AND CURE OF ARTHRITIS$1,000
BEAVER DAM AREA ARTS ASSOCIATION
1605 NORTH SPRING STBEAVER DAMWI53916PCASSIST WITH SALARY COST OF THE ORGANIZATIONS EXECUTIVE DIRECTOR$22,600
BEAVER DAM AREA ORCHESTRA
PO BOX 431BEAVER DAMWI53916PCTO ASSIST WITH MAINTAINING THE ORCHESTRA$200
BEAVER DAM COMMUNITY HOSPITALS INC
707 SOUTH UNIVERSITY AVEBEAVER DAMWI53916PCTO SUPPORT LOCAL HEALTH CARE AND COMMUNITY PROGRAMS$1,874
BEAVER DAM PROFESSIONAL FIRE FIGHTER CHARITIES
205 S LINCOLN AVEBEAVER DAMWI53916PCTO ASSIST WITH FIRE SAFETY PROGRAM$120
BEAVER DAM SCHOLARSHIP FOUNDATION
PO BOX 98BEAVER DAMWI53916PCTO PROVIDE HIGHER EDUCATION COST ASSISTANCE TO DESERVING STUDENTS$250
BEAVER DAM UNIFIED SCHOOL DISTRICT
705 MCKINLEY STREETBEAVER DAMWI53916PCFOR ASSISTANCE WITH PAL PROGRAM$2,500
CLOTHES FOR KIDS INC
103 E MAPLE AVEBEAVER DAMWI53916PCTO PROVIDE LOW COST CLOTHING ACQUISITON OPTIONS TO UNDERPRIVILAGED CHILDREN$1,500
CORBAN INC
139 STARK STRANDOLPHWI53956PCTO HELP ORPHANED, ABANDONED, OR EXTREMELY POOR CHILDREN IN PERU$250
DAV AUXILIARY STATE OF WISCONSIN UNIT #50
708 E MILL STBEAVER DAMWI53916PCTO PROVIDE ASSISTANCE TO LIFE CHALLENGES OF DISABLED AMERICAN VETERANS$500
DEMENTIA CONCERNS COALITION OF DODGE COUNTY
229 MARY STMAYVILLEWI53050PCTO ENHANCE QUALITY OF LIFE WITH PERSONS OF DEMENTIA$250
DODGE COUNTY CONCERT ASSOCIATION LTD
178 WIND TRAILHORICONWI53032PCTO ENHANCE APPRECIATION OF THE MUSICAL ARTS THROUGH PROVIDING OPPORTUNITIES TO VIEW PROFESSIONAL MUSICAL ENTERTAINMENT$100
DODGE COUNTY TOY BANK INC
PO BOX 438BEAVER DAMWI53916PCTO PROVIDE CHRISTMAS PRESENTS TO UNDERPRIVILAGED CHILDREN$200
DRESS FOR SUCCESS
500 SUTTER STREET SUITE 218SAN FRANCISCOCA94102PCTO PROMOTE ECONOMIC INDEPENDENCE FOR DISADVANTAGE WOMEN BY PROVIDING PROFESSIONAL ATTIRE$350
BEAVER DAM HOCKEY ASSOCIATION PROGRAM
322 FOURTH STBEAVER DAMWI53916PCTO PROMOTE HOCKEY PARTICIPATION IN THE BEAER DAM AREA$100
GREEN VALLEY ENTERPRISES INC OF BEAVER DAM
1223 MADISON STBEAVER DAMWI53916PCTO HELP INDIVIDUALS WITH SPECIAL NEEDS$600
NATION OF PATRIOTS
W7771 STATE ROAD 33BEAVER DAMWI53916PCTO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO FAMILIES OF WOUNDED AMERICAN VETERANS$1,000
NEW BEGINNINGS HOMELESS SHELTER OF DODGE COUNTY INC
PO BOX 119BEAVER DAMWI53916PCTO PROVIDE TEMPORARY EMERGENCY SHELTER FOR PEOPLE EXPERIENCING HOMELESSNESS IN DODGE COUNTY WISCONSIN$250
LEUKEMIA SOCIETY OF AMERICA-WI CHAPTER
200 S EXECUTIVE DRIVE SUITE 203BROOKFIELDWI53005PCTO SUPPORT BLOOD CANCER RESEARCH, EDUCATION, AND PATIENT SERVICES$500
MAKE-A-WISH FOUNDATION
13195 W HAMPTON AVEBUTLERWI53151PCTO HELP AND EMPOWER CHILDREN BATTLING LIFE THREATENING MEDICAL CONDITIONS$5,000
PINK RIBBON CANCER
PO BOX 316BEAVER DAMWI53916PCTO SUPPORT BREAST CANCER PATIENTS$500
PEOPLE AGAINST A VIOLENT ENVIRONMENT INC
PO BOX 561BEAVER DAMWI53916PCTO EMPOWER THOSE AFFECTED BY VIOLENCE IN DODGE COUNTY WISCONSIN$500
SAN FRANCISCO BAY AREA ARTHRITIS
657 MISSION STREET SUITE 603SAN FRANCISCOCA94105PCTO IMPROVE LIVES THROUGH PROGRAMS IN PREVENTION, CONTROL, AND CURE OF ARTHRITIS$1,000
SAN FRANCISCO BAY AREA MAKE-A-WISH FOUNDATION
55 HAWTHORNE STREET 8TH FLOORSAN FRANCISCOCA94105PCTO HELP AND EMPOWER CHILDREN BATTLING LIFE THREATENING MEDICAL CONDITIONS$7,500
ST KATHARINE DREXEL SCHOOL
503 SOUTH SPRING STREETBEAVER DAMWI53916PCTO PROVIDE FINANCIAL SUPPORT FOR DISADVANTAGED CHILDREN TO ATTEND PARISH SCHOOL$250
ST BALDWIN CANCER FOUNDATION
1333 S MAYFLOWER AVE SUITE 400MONROVIACA91016PCTO SUPPORT CANCER PATIENTS AND RESEARCH$500
ST VINCENT DEPAUL SOCIETY
131 WEST MAPLE AVEBEAVER DAMWI53916PCTO SERVE THE POOR AND UNDERPRIVILAGED WITH HUNGER AND POVERTY ISSUES$2,000
DODGE COUNTY LAW ENFORCEMENT ASSOCIATION
124 WEST STJUNEAUWI53039PCTO PROVIDE FINANCIAL ASSIST TO THE SHOP WITH COPS CHRISTMAS PROGRAM$300
BEAVER DAM HOCKEY ASSOCIATION PROGRAM
630 DENNING AVEBEAVER DAMWI53916PCTO ASSIST WITH PROMOTION OF FIGURE SKATING IN DODGE COUNTY WISCONSIN$3,250
FRIENDS OF THE BEAVER DAM COMMUNITY CENTER
PO BOX 836BEAVER DAMWI53916PCFINANCIAL ASSISTANCE TO BUILD COMMUNITY CENTER TO PROMOTE SOCIAL, EDUCATIONAL, LEADERSHIP, RECREATIONAL AND VOLUNTEER OPPORTUNITIES IN THE BEAVER DAM COMMUNITY$2,500
WAYLAND ACADEMY
101 N UNIVERSITY AVEBEAVER DAMWI53916PCFOR ASSISTANCE WITH STUDENT FINANCIAL AID$3,000
YMCA OF DODGE COUNTY
220 CORPORATE DRBEAVER DAMWI53916PCPAYMENT ON THE DEBT RETIRMENT CAMPAIGN PLEDGE TO SECURE THE YMCA FACILITY TO CONTINUE TO MEET THEIR MISSION OF YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY$10,250
CHURCH HEALTH SERVICES INC
308 ONEIDA STBEAVER DAMWI53916PCTO PROVIDE HEALTH CARE CLINIC SERVICES FOR THE POOR AND UNINSURED IN DODGE COUNTY WISCONSIN$13,600
UNITED WAY OF DODGE COUNTY
PO BOX 158BEAVER DAMWI53916PCIMPROVEMENT OF LIVES THROUGH PROMOTION OF EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVING$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,844TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,980ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$789ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,582ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$71,362ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,362TotalIncomeProducingActyAmt

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 EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BEAVER DAM AREA ARTS ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Organization Type501(C)(3)OrganizationTypeDesc
Relationship DescriptionCONTINUING RELATIONASHIP BY ASSISTING WITH BUDGET SHORTFALLS AND PROVIDING RENT FREE FACILITIESRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PREPARATION OF FORM 990-PF$12,381$0$12,381
OFFICE ADMINISTRATION SERVICES$12,446$0$12,446

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPMORGAN CHASE BANK ACCT A58190009BondNm
EOY Book Value$377,379EOYBookValueAmt
EOYFMV$374,872EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPMORGAN CHASE BANK ACCT A58190009StockNm
EOY Book Value$1,145,102EOYBookValueAmt
EOYFMV$1,385,545EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJPMORGAN CHASE BANK ACCT A58190009CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$665,623BookValueAmt
EOYFMV$642,483EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORK$30,307$30,307$30,307
ACCRUED INCOME OF JPMORGAN CHASE BANK ACCT A58190009$3,109$636$636

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$4,101$0$4,101
HOMESTEAD MAINTENANCE$2,000$0$2,000
WIRE TRANSFER FEES$150$150$0
POSTAGE$23$0$0
LICENSES AND FEES$20$0$0
INVESTMENT EXPENSE PASS THROUGH ON SCHEDULE K-1$224$224$0
INVESTMENT EXPENSE THROUGH JPMORGAN$88$88$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN EXCHANGE GAIN ON CAPITAL TRANSACTION$770$770$0
OTHER INVESTMENT INCOME REPORTED BY JPMORGAN CHASE BANK$3$3$0
LITIGATION SETTLEMENT$16$16$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescriptionDescriptionAmountAmount
TEMPORARY BOOK VRS TAX TIMING DIFFERENCES$3,930
TRANSFER UNDER SECTION 507(B)(2) FROM SEIPPEL FAMILY FOUNDATION$374
TIMING DIFFERENCES FROM REIMBURSEMENT OF EXPENSES FROM MANAGEMENT TR$20,784

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryJPMORGAN CHASE INVESTMENT MANAGEMENT FEESCategoryTxt
Amt$14,477Amt
Net Investment Income$14,477NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$5,000$0$0
FOREIGN TAX WITHHELD ON DIVIDENDS$1,090$1,090$0

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