GALAXY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GALAXY FOUNDATION INC (EIN 20-2060980)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-12
- IRS object ID
- 201420439349100222
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T16:18:20-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391774588 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 53045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALAXY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GALA | NameControl |
| Phone | 2623676990 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELAINE BURKE | Name |
| Title | PRESIDENT | Title |
| Phone | 2623676990 | Phone |
| Date Signed | 2014-01-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHANNON M ZUR | Name |
| PTIN | P00366024 | PTIN |
| Phone | 2627904960 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1332924 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 38409 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 89 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 89 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10936 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10936 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 837839 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 880749 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 837839 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 887273 | TotalRevenueAndExpenses |
| Total Net Investment Income | 848864 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4885 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4885 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 123 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5033 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4910 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 435000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 435000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 440033 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4910 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 435000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 447240 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 843954 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 101816 | CashBOY |
| Cash EOY | 553558 | CashEOY |
| Cash EOYFMV | 553558 | CashEOYFMV |
| Investments Other BOY | 57399 | InvestmentsOtherBOY |
| Investments Other EOY | 52897 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 779366 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 159215 | TotalAssetsBOY |
| Total Assets EOY | 606455 | TotalAssetsEOY |
| Total Assets EOYFMV | 1332924 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 159215 | RetainedEarningsBOY |
| Retained Earnings EOY | 606455 | RetainedEarningsEOY |
| Total Net Assets BOY | 159215 | TotalNetAssetsBOY |
| Total Net Assets EOY | 606455 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 159215 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 606455 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 159215 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 447240 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 606455 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 606455 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FASTENAL - 5000 SHARES | 1988-11-07 | 2012-12-27 | 230741 | 6357 | 224384 | 224384 |
| FASTENAL - 400 SHARES | 2006-12-18 | 2012-12-27 | 18459 | 766 | 17693 | 17693 |
| FASTENAL - 500 SHARES | 2006-12-18 | 2012-12-27 | 23079 | 957 | 22122 | 22122 |
| FASTENAL - 1100 SHARES | 2006-12-18 | 2012-12-27 | 50764 | 2105 | 48659 | 48659 |
| FASTENAL - 1900 SHARES | 2006-12-18 | 2012-12-27 | 87682 | 3637 | 84045 | 84045 |
| FASTENAL - 3100 SHARES | 2006-12-18 | 2012-12-27 | 143063 | 5934 | 137129 | 137129 |
| FISERV - 1530 SHARES | 1993-05-18 | 2012-12-27 | 120833 | 8557 | 112276 | 112276 |
| FISERV - 2610 SHARES | 2005-12-23 | 2012-12-27 | 206128 | 14597 | 191531 | 191531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 837839 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 690481 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 35000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 563086 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062157 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49986 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 485919 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102869 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 479040 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104375 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42806 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 950319 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045044 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.314445 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062889 | AverageDistributionRatio |
| Net Noncharitable Assets | 1186270 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74603 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8440 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83043 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 435000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8440 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8440 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8440 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 8443 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ELAINE BURKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2623676990 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ELAINE BURKE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6183 SHORE ACRES ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 780889 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 423446 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1204335 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1204335 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18065 | CashDeemedCharitable |
| Net Noncharitable Assets | 1186270 | NetNoncharitableAssets |
| Minimum Investment Return | 59314 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59314 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8440 | TaxBasedOnInvestmentIncome |
| Total Tax | 8440 | TotalTax |
| Distributable Amount Before Adj | 50874 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 50874 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 50874 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 435000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 435000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8440 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 426560 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50874 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 10988 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6925 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 17913 | TotalExcessDistriCarryover |
| Qualifying Distributions | 435000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 50874 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 384126 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 402039 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 402039 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 10988 | ExcessFromYear3 |
| Excess From Year2 | 6925 | ExcessFromYear2 |
| Excess From Current Year | 384126 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WORLD BICYCLE RELIEF | ||||||
| 1333 N KINGSBURY 4TH FLOOR | CHICAGO | IL | 60642 | PUBLIC CHARITY | DONATION | $25,000 |
| ROGERS MEMORIAL HOSPITAL FOUNDATION | ||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | PUBLIC CHARITY | DONATION | $30,000 |
| PROMISE & POWER | ||||||
| 3400 SOUTH 43RD STREET | MILWAUKEE | WI | 532343922 | PUBLIC CHARITY | DONATION | $300,000 |
| GUEST HOUSE | ||||||
| 1216 NORTH 13TH STREET | MILWAUKEE | WI | 53205 | PUBLIC CHARITY | DONATION | $50,000 |
| AURORA PSYCHIATRIC HOSPITAL | ||||||
| 1220 DEWEY AVENUE | MILWAUKEE | WI | 53213 | PUBLIC CHARITY | DONATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 435000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 89 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10936 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 837839 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 848864 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 848864 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INVESTMENT OF FOUNDATION ASSETS |
| 4 | INVESTMENT OF FOUNDATION ASSETS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ELAINE BURKE | 6183 SHORE ACRES | HARTLAND | WI | 53029 | 15256 | X |
| 2 | ELAINE BURKE | 6183 SHORE ACRES | HARTLAND | WI | 53029 | 23153 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | FASTENAL 12000SH. TICKER FAST. HIGH-LOW AVERAGE $46.13 | 553500 | 2012-12-26 |
| 2 | FISERV 4140SH. TICKER FISV HIGH-LOW AVERAGE $79.30 | 328302 | 2012-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,885 | Amount |
| Net Investment Income | 4885 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FASTENAL CO - TICKER FAST | AT COST | 8900 | 351890 |
| FISERV INC - TICKER FISV | AT COST | 14597 | 263341 |
| GOOGLE INC - TICKER GOOG | AT COST | 23536 | 87591 |
| MICROSOFT CORP - TICKER MSFT | AT COST | 5864 | 76544 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEE | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 25 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $123 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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