VOGEL FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VOGEL FOUNDATION INC (EIN 39-1639595)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-11
- IRS object ID
- 201421629349100207
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-11T11:07:47-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON BOOKKEEPING & TAX SERVICE INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 GISHOLT DRIVE SUITE 100 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53713 | 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 | 391639595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOGE | BusinessNameControlTxt |
| Phone | 6082415454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7696 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53707 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L VOGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082415454 | PhoneNum |
| Signature | 2014-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A BRYS | PreparerPersonNm |
| PTIN | P00009115 | PTIN |
| Phone | 6082211685 | PhoneNum |
| Preparation | 2014-06-11 | 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 | $539,174 | 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 | $5,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,839 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $47 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $23,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,887 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,695 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,902 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,887 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $300 | CashEOYAmt |
| Cash EOYFMV | $300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,317 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $425,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $524,557 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $434,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $434,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $424,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $434,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $434,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $434,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $424,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $424,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $443,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,310 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $459,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,576 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $471,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $429,729 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060736 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $526,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058922 | DistributionYr5Rt |
| Total Distribution | 0.268278 | TotalDistributionRt |
| Average Distribution | 0.053656 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60 | SubtotalAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $60 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | DAVID L VOGEL | IndividualWithBooksNm |
| Phone | 6082415454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 PACKERS AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID L VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PETER C VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $60 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,112 | UndistributedIncomePYAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,112 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $4,688 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VOGEL BROTHERS INC | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L VOGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7696 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082415454 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED APPLICATION FORM. HOWEFER, ALL APPLICATIONS SHOULD INCLUDE A FULL DESCRIPTION OF THE PROJECT, A COPY OF THE APPLICANTS IRS DETERNINATION LETTER, A PROJECT BUDGET AND THE APPLICANT'S CURRENT-YEAR ORGANIZATION BUDGET, SHOWING IN EACH CASE ANTICIPATED SOURCES OF SUPPORT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS AND NONPROFIT ORGANZIATIONS AND INSTITURIONS WHICH ARE TAX EXENPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GENERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICES GRANTS AR NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN TO EDUCATIONAL OR RESEARCH INSTITUTIONS WHICH HAVE FULL RESPOSIBILITY FOR SELECTING INDIVIDUAL RECIPIENTS. GRANTS ARE NOT USUALLY MADE TO SUPPORT OPERATING EXPENSES OF ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | NONE | PUBLIC CHARI | GEN SUPPORT | $300 |
| AMERICAN RED CROSS | |||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | NONE | PUBLIC CHARI | GEN SUPPORT | $500 |
| COLUMBUS COMM HOSPITAL FOUNDATION | |||||||
| 1515 PARK AVE | COLUMBUS | WI | 53925 | NONE | PUBLIC CHARI | GEN SUPPORT | $500 |
| CREATIVE PRESCHOOL INC | |||||||
| 67 WALNUT AVE | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHAR | GEN SUPPORT | $100 |
| GOODMAN-ATWOOD COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | NONE | PUBLIC CHAR | GEN SUPPORT | $2,500 |
| HABITAT FOR HUMANITY OF DANE COUNTY | |||||||
| PO BOX 258128 | MADISON | WI | 53725 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| HABITAT FOR HUMANITY OF LAKELAND IN | |||||||
| PO BOX 925 | LAKELAND | FL | 33802 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| HENRY VILAS ZOOLOGICAL SOCIETY | |||||||
| 606 RANDALL AVE | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| MADISON URBAN MINISTRY | |||||||
| 2300 S PARK ST 2022 | MADISON | WI | 53713 | NONE | PUBLIC CHAR | GEN SUPPORT | $11,000 |
| MITCHELL COUNTY ANIMAL RESCUE INC | |||||||
| PO BOX 308 | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHAR | GEN SUPPORT | $100 |
| NATURAL HERITAGE LAND TRUST | |||||||
| 303 S PATERSON SUITE 6 | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $300 |
| OAKWOOD FOUNDATION INC | |||||||
| 6201 MINERAL POINT RD | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,000 |
| SAMARITAN COUNSELING CENTER OF SO W | |||||||
| 5900 MONONA DR SUITE 100 | MADISON | WI | 53716 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| ST ANNS SCHOOL | |||||||
| 324 N HARRISON ST | STOUGHTON | WI | 53589 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| ST JOHNS LUTHERN CHURCH BUILDING FD | |||||||
| 322 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1109 JONATHON DR | MADISON | WI | 53713 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| THE SALVATION ARMY | |||||||
| PO BOX 928 | LAKELAND | FL | 33802 | NONE | PUBLIC CHAR | GEN SUPPORT | $900 |
| THE SALVATION ARMY | |||||||
| PO BOX 8867 | MADISON | WI | 53708 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,400 |
| TRIANGLE COMMUNITY MINISTRY INC | |||||||
| 755 BRAXTON PL 8109 | MADISON | WI | 53715 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| UNIV OF FLORIDA FOUNDATION | |||||||
| PO BOX 116580 | GAINESVILLE | FL | 32611 | NONE | PUBLIC CHAR | GEN SUPPORT | $500 |
| UNIV OF WI FOUNDATION | |||||||
| PO BOX 8860 | MADISON | WI | 53708 | NONE | PUBLIC CHAR | GEN SUPPORT | $1,500 |
| WI COUNCIL OF THE BLIND | |||||||
| 754 WILLIAMSON ST | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| WI PUBLIC RADIO | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| YMCA | |||||||
| 101 E MIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC CHAR | GEN SUPPORT | $500 |
| VSA VERY SPECIAL ARTS | |||||||
| 1709 ABERG AVE SUITE1 | MADISON | WI | 53704 | NONE | PUBLIC CHAR | GEN SUPPORT | $300 |
| WI PUBLIC TELEVISION | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | NONE | PUBLIC CHAR | GEN SUPPORT | $400 |
| EDGEWOOD COLLEGE SCHOOL OF NURSING | |||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | NONE | PUBLIC CHAR | GEN SUPPORT | $2,000 |
| GOODWILL IND OF SO CENTRAL WI | |||||||
| 1302 MENDOTA ST | MADISON | WI | 53791 | NONE | PUBLIC CHAR | GEN SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,839 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,199 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,199 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,236 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,695 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| DAVID L VOGEL |
| PETER C VOGEL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 25SH ISHARES CORE S&P 500 | 2010-09 | PURCHASE | 2013-08 | $4,257 | $2,829 | $1,428 |
| 53SH VANGUARD US SM CAP VAL | 2010-09 | PURCHASE | 2013-08 | $4,769 | $3,083 | $1,686 |
| 75SH VANGUARD US LARGE CAP VAL | 2010-09 | PURCHASE | 2013-08 | $5,359 | $3,657 | $1,702 |
| 85SH VANGUARD US SM CAP INDEX | 2010-09 | PURCHASE | 2013-08 | $8,594 | $5,211 | $3,383 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3389.37DFA TWO YEAR GLOBAL FIXED INC | AT COST | $34,610 | $33,928 |
| 520SH SPDR DJ WS REIT | AT COST | $30,414 | $37,060 |
| 310SH VANGUARD SMALL VAL CAP ETF | AT COST | $18,033 | $30,185 |
| 755SH VANGAURD VALUE EFT MSCI | AT COST | $36,814 | $57,674 |
| 116SH VANGUARD FTSE ALL WORLD EX US | AT COST | $4,718 | $5,885 |
| 587SH VANGUARD MSCI | AT COST | $25,424 | $24,149 |
| 4545SHVANGUARD SHORT TERM BOND INDEX | AT COST | $48,500 | $47,677 |
| 525SH VANGUARD SMALL CAP EFT | AT COST | $32,188 | $57,724 |
| 146SH ISHRS BARCLAYS SHORT TREAS BD | AT COST | $16,091 | $16,097 |
| 795SH ISHRSMSCI ACWI EX US INDEX FD | AT COST | $32,086 | $37,103 |
| 630SH ISHARES S&P 500 INDEX FD | AT COST | $71,302 | $116,960 |
| 250SH ISHRS BARCLAYS 1-3 YR TRS BD | AT COST | $21,110 | $21,095 |
| 370SH ISHRS BARCLAYS 1-3YR CREDIT BD | AT COST | $39,005 | $39,020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FILING FEE | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $47 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $3,902 | Amt |
| Net Investment Income | $3,902 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $184 | $184 |
| EXCISE TAX | $65 |