GEBHARDT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEBHARDT FOUNDATION INC (EIN 39-1574609)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-07
- IRS object ID
- 202500669349100110
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-07T11:06:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVENUE SUITE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391574609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEBHARDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM GEBHARDT | InCareOfNm |
| Business Name Control | GEBH | BusinessNameControlTxt |
| Phone | 4143357740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7123 W CALUMET ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GEBHARDT | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 4143557740 | PhoneNum |
| Signature | 2025-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY RAQUET | PreparerPersonNm |
| PTIN | P01644256 | PTIN |
| Phone | 4142725900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,977,326 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,153 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,551 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $321 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $321 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,152 | CashBOYAmt |
| Cash EOY | $9,274 | CashEOYAmt |
| Cash EOYFMV | $9,274 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,151,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,125,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,954,199 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,178,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,148,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,977,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,178,910 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,148,784 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,178,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,178,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,148,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,178,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,148,784 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| TOTAL CAPITAL GAIN DISTRIBUTIONS | $24,911 | $24,911 | $24,911 | |
| PUBLICLY TRADED SECURITIES - STCG | $9,194 | $1,007 | $1,007 | $8,187 |
| PUBLICLY TRADED SECURITIES - LTCG | $265,689 | $68,235 | $68,235 | $197,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,153 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,702 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,702 | SubtotalAmt |
| Tax Based On Investment Income | $1,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $698 | OverpaymentAmt |
| Applied To ES Tax | $698 | 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 | WILLIAM GEBHARDT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143557740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7123 W CALUMET ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM GEBHARDT | ||||||||
| 7123 W CALUMET ROAD | MILWAUKEE | WI | 53223 | NONE | 0.5 | $0 | $0 | $0 |
| SUSAN GEBHARDT | ||||||||
| 7123 W CALUMET ROAD | MILWAUKEE | WI | 53223 | NONE | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,816,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,858,975 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,858,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,816,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,702 | TotalTaxAmt |
| Distributable Before Adj | $139,103 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,103 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,021 | 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 | $147,021 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $765 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $139,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,918 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $765 | ExcessFromYear2Amt |
| Excess From Year1 | $14,252 | ExcessFromYear1Amt |
| Excess From Current Year | $7,918 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Birch Creek | |||||||
| 3821 County Hwy | Egg Harbor | WI | 54209 | NONE | PC | General Support | $15,000 |
| Boys and Girls Club | |||||||
| 5215 Verona Road | Fitchburg | WI | 53711 | NONE | PC | General Support | $2,500 |
| DOOR COMMUNITY FOUNDATION | |||||||
| 222 North 3rd Avenue | Sturgeon Bay | WI | 54235 | NONE | PC | General Support | $10,000 |
| EPHRAIM FOUNDATION | |||||||
| 3060 Anderson Lane | Ephraim | WI | 54211 | NONE | PC | General Support | $10,000 |
| Medical College of Wisconsin | |||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | NONE | PC | General Support | $20,000 |
| MEQUONTHIENSVILL EDUC FUND | |||||||
| 5000 W Mequon Rd | Mequon | WI | 53092 | NONE | PC | General Support | $1,000 |
| MILLER MARRIOTT CHARITABLE FOUNDATION | |||||||
| 211 Stirling Avenue | Winter Park | FL | 327895746 | NONE | General Support | $10,000 | |
| Milwaukee Admirals Power Play Foundation | |||||||
| 510 W Kilbourn Ave B | Milwaukee | WI | 53203 | NONE | PC | General Support | $2,000 |
| Milwaukee School of Engineering | |||||||
| 1025 North Broadway | North Broadway | WI | 53202 | NONE | PC | General Support | $5,000 |
| Milwaukee Symphony Orchestra | |||||||
| 212 West Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | General Support | $25,000 |
| Northern Sky Theater | |||||||
| 9058 County Rd A | fish creek | WI | 54212 | NONE | PC | General Support | $15,000 |
| Peninsula Players | |||||||
| 4351 Peninsula Players Rd | Fish Creek | WI | 54212 | NONE | PC | General Support | $15,000 |
| United Performing Arts Fund | |||||||
| 301 W Wisconsin Ave 600 | Milwaukee | WI | 53203 | NONE | PC | General Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,482 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,635 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY TOTAL MKT INDEX FUND | $200,530 | $248,837 |
| JOHN HAN DISCIPLINED VALUE MID | $127,026 | $133,537 |
| JPMORGAN DIVERS MID CAP GROWTH | $44,787 | $55,113 |
| PUTNAM LARGE CAP VAL FUND CL Y | $122,174 | $143,901 |
| VANGUARD LG CAP INX ADMIRAL CL | $140,576 | $306,051 |
| VANGUARD SM-CAP INDEX ADMIRAL | $86,488 | $141,753 |
| BAIRD SHORT TERM BD FD INSTL | $65,560 | $66,808 |
| BAIRD ULTRA SHORT BOND FUND | $62,243 | $62,539 |
| INVESCO EXCHANGE TRADED FD TR | $111,852 | $195,344 |
| ISHARES CORE S&P TOTAL US | $543,602 | $737,636 |
| ISHARES TR RUS MID CAP ETF | $26,486 | $35,272 |
| ISHARES RUSSELL 2000 ETF | $20,130 | $24,085 |
| ISHARES CORE S&P SMALL-CAP E | $20,173 | $23,274 |
| ISHARES TR RUS TP200 VL ETF | $61,926 | $72,471 |
| ISHARES TR RUS TP200 GR ETF | $118,928 | $129,399 |
| ISHARES TR RUS TOP 200 ETF | $37,699 | $37,625 |
| SCHWAB US LARGE-CAP GROWTH ETF | $206,704 | $380,816 |
| VANGUARD SCOTTSDALE FDS | $128,773 | $159,738 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $321 | LegalFeesAmt |
| Disbursements Charitable Prps | $321 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $144 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF LIFE INSURANCE POLICY | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $9,883 | Amt |
| Net Investment Income | $9,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $5,513 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments