PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201441289349101404
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T13:09:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULLOFF & TAYLOR LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD STE 203 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | 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 | 760476424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 2623777976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1 |
| City | GRAFTON | City |
| State | WI | State |
| ZIP Code | 53024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GALVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623777976 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S LULLOFF | PreparerPersonNm |
| PTIN | P01224002 | PTIN |
| Phone | 4147770700 | PhoneNum |
| Preparation | 2014-05-08 | 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 | $841,307 | 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 | $21,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,289 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,894 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,099 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $365 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,355 | CashBOYAmt |
| Cash EOY | $22,015 | CashEOYAmt |
| Cash EOYFMV | $22,015 | CashEOYFMVAmt |
| US Government Obligations BOY | $61,731 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $86,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $88,970 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $366,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $486,886 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $237,309 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $242,461 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $243,436 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $682,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $670,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $841,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $682,351 | CapitalStockBOYAmt |
| Capital Stock EOY | $670,082 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $682,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $670,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $682,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $670,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $682,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $670,082 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $670,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $424 | $449 | -$25 | -$25 |
| PUBLICLY TRADED SECURITIES | P | $25,337 | $19,707 | $5,630 | $5,630 |
| PUBLICLY TRADED SECURITIES | P | $104,891 | $79,888 | $25,003 | $25,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,827 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $724,028 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,704 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $707,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,824 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $732,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081620 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $758,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,425 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $848,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047618 | DistributionYr5Rt |
| Total Distribution | 0.381933 | TotalDistributionRt |
| Average Distribution | 0.076387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $791,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,452 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $959 | SubtotalAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $963 | 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 |
| 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 |
| Individual With Books | JEAN GALVIN | IndividualWithBooksNm |
| Phone | 2623777976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1952 MAPLE RD | AddressLine1 |
| City | GRAFTON | City |
| State | WI | State |
| ZIP Code | 53024 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | PRES/TREAS | 0.00 | $0 | $0 | $0 |
| JOHN PALMER | ||||||||
| 10320 W 142ND ST | OVERLAND PARK | KS | 66221 | SEC/VP | 0.00 | $0 | $0 | $0 |
| MICHAEL GALVIN | ||||||||
| 1952 MAPLE RD | GRAFTON | WI | 53024 | DIRECTOR | 0.00 | $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 | $784,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $803,447 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $803,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $791,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $38,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $60,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,611 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,707 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $157,893 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,540 | ExcessFromYear4Amt |
| Excess From Year3 | $25,707 | ExcessFromYear3Amt |
| Excess From Year2 | $24,926 | ExcessFromYear2Amt |
| Excess From Year1 | $24,003 | ExcessFromYear1Amt |
| Excess From Current Year | $21,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NON PROFIT | GENERAL SUPPORT | $5,000 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| 18650 W CORPORATE DR 105 | BROOKFIELD | WI | 53045 | NON PROFIT | GENERAL SUPPORT | $1,000 |
| EFCA REACH GLOBAL | ||||||
| 901 E 78TH ST | MINNESOTA | MN | 55420 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| MILWAUKEE ART MUSEUM | ||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| KOHLER ART CENTER | ||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| WORLD VISION | ||||||
| PO BOX 70359 | TACOMA | WA | 98481 | NON PROFIT | GENERAL SUPPORT | $3,000 |
| MILWAUKEE RESCUE MISSION | ||||||
| 830 NORTH 19TH ST | MILWAUKEE | WI | 53233 | NON PROFIT | GENERAL SUPPORT | $4,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 6130 W NATIONAL AVE 200 | MILWAUKEE | WI | 53214 | NON PROFIT | GENERAL SUPPORT | $3,000 |
| SALVATION ARMY | ||||||
| 11315 W WATERTOWN PLANK R | MILWAUKEE | WI | 53226 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| HOPE NETWORK | ||||||
| PO BOX 531 | MENOMONEE FALLS | WI | 53052 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| EASTBROOK CHURCH | ||||||
| 5385 N GREEN BAY AVE | MILWAUKEE | WI | 53209 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| KINDNESS CONNECTION | ||||||
| 8445 W 113TH ST | OVERLAND PARK | KS | 66210 | NON PROFIT | GENERAL SUPPORT | $10,000 |
| ST AUGUSTINE CATHOLIC CHURCH | ||||||
| 1371 HAMILTON BLVD | ST LOUIS | MO | 63112 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NON PROFIT | GENERAL SUPPORT | $1,000 |
| PRINCE OF PEACE PAVILION FOR HOPE | ||||||
| PO BOX 12494 | OVERLAND PARK | KS | 66282 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| COOKIE CART | ||||||
| 1119 W BROADWAY AVE | MINNEAPOLIS | MN | 55411 | NON PROFIT | GENERAL SUPPORT | $1,000 |
| MADISON AREA REHABILITATION CENTERS | ||||||
| 901 POST RD | MADISON | WI | 53713 | NON PROFIT | GENERAL SUPPORT | $3,750 |
| LA CAUSA INC | ||||||
| 522 W WALKER ST | MILWAUKEE | WI | 53204 | NON PROFIT | GENERAL SUPPORT | $3,750 |
| STEPHEN'S CENTER INC | ||||||
| 2723 Q ST | OMAHA | NE | 68107 | NON PROFIT | GENERAL SUPPORT | $1,500 |
| WHATSOEVER CIRCLE COMMUNITY HOUSE | ||||||
| 1201 EWING AVE | KANSAS CITY | MO | 64126 | NON PROFIT | GENERAL SUPPORT | $1,500 |
| KANSAN'S FOR LIFE | ||||||
| 2501 E CENTRAL | WICHITA | KS | 67214 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| INTERFAITH HOSPITALITY NETWORK | ||||||
| 11503 STRANG LINE RD C | OLATHE | KS | 66062 | NON PROFIT | GENERAL SUPPORT | $1,500 |
| CARE NET PREGNANCY CENTER | ||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 53211 | NON PROFIT | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,289 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY | $1,694 | $1,694 | |
| TAX PREPARATION | $400 | $200 | $200 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| JEAN GALVIN |
| JOHN PALMER |
| MICHAEL GALVIN |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASSOCIATED TRUST CORP BONDS | $180,257 | $181,951 |
| SUNTRUST BANK CD | $50,000 | $49,495 |
| VANGUARD SHORT TERM BOND ETF | $12,204 | $11,990 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASSOCIATED TRUST COMMON STOCK | $304,743 | $471,832 |
| ASSOCIATED TRUST PREFERRED STOCK | $13,932 | $15,054 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $86,931 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $88,970 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $4,099 | Amt |
| Net Investment Income | $4,099 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $192 | $192 |
| FEDERAL INCOME TAX | $173 | $173 |
| OTHER |
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