FATHER JOHN P RAYNOR CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FATHER JOHN P RAYNOR CHARITABLE TR (EIN 39-6781273)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-24
- IRS object ID
- 201421149349100107
- 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 | 2014-04-24T09:41:34-07:00 | 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 | 396781273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYNOR FATHER JOHN P CHARITABLE TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYN | BusinessNameControlTxt |
| Phone | 4142878700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 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 L STENDLER | PersonNm |
| Person Title | 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 | $16,450,411 | 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 | $340,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $340,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,975,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $357,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $840 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $840 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $698,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $698,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,442 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,399 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $124,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $888,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $587,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $380,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $380,306 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,830,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,464,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,604,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,232,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,306,745 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,427,474 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $44,471 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,003 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,003 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,383,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,189,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,450,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,383,657 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,189,920 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,383,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,383,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,189,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,383,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $598 | OtherIncreasesAmt |
| Subtotal | $12,194,031 | SubtotalAmt |
| Other Decreases | $4,111 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,920 | 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 | $1,811,713 | $0 | $1,618,098 | $193,615 | $0 | $0 | $0 | $193,615 |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 1990-01-01 | 2013-12-31 | $163,591 | $0 | $0 | $163,591 | $0 | $0 | $0 | $163,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,206 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $732,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,400,759 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $751,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,376,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052291 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $694,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,459,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $552,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,142,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $770,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,903,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055383 | DistributionYr5Rt |
| Total Distribution | 0.264585 | TotalDistributionRt |
| Average Distribution | 0.052917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,429,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $816,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $822,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $765,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,753 | SubtotalAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,160 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $8,160 | OriginalReturnTaxPaidAmt |
| Tax Due | $3,593 | 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 E KILBOURN AVE STE 200 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | 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 | 9.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $108,442 | 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 | $15,664,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,664,276 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,664,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,429,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,753 | TotalTaxAmt |
| Distributable Before Adj | $759,713 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $759,713 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $759,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,040 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $765,040 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $765,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $759,713 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,769 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $75,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $217,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $765,040 | QualifyingDistributionsAmt |
| Applied To Current Year | $759,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,327 | RemainingDistriFromCorpusAmt |
| Total Corpus | $222,774 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,769 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,005 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $75,923 | ExcessFromYear3Amt |
| Excess From Year2 | $39,915 | ExcessFromYear2Amt |
| Excess From Year1 | $20,840 | ExcessFromYear1Amt |
| Excess From Current Year | $5,327 | 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) |
|---|---|---|
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURSUANT TO THE TRUST DOCUMENT ALL NET INCOME PAYABLE TO MARQUETTE UNIVERSITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUETTE UNIVERSITY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1217 W WISCONSIN AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $764,240 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,240 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $340,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $357,206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $697,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $697,639 | 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 | $1,811,713 | $1,618,098 | $193,615 |
| LONG TERM CAPITAL GAIN DIVIDENDS | 1990-01 | Purchased | 2013-12 | $163,591 | $163,591 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST PD ON PURCHASE DEFERRED TO 2014 | $560 |
| ADJUSTMENT FOR DIFFERENCE IN ACCRUALS | $3,551 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $840 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST PAID ON PURCHASE PRIOR YEAR | Description |
| Amount | $598 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAX PMTS | $8,160 | |
| EXCISE TAX DUE | $4,662 | |
| FOREIGN TAX | $2,399 | $2,399 |
Comments