DUDLEY AND CONSTANCE GODFREY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY AND CONSTANCE GODFREY FOUNDATION INC (EIN 39-1562846)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-27
- IRS object ID
- 201300869349100100
- 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
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-27T07:02:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391128206 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 NORTH WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391562846 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY AND CONSTANCE GODFREY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUDL | NameControl |
| Phone | 4142733500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 510260 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532030054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW R LAURITZEN | Name |
| Title | VICE-PRESIDENT | Title |
| Phone | 4142733500 | Phone |
| Date Signed | 2013-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY R RICHARDS | Name |
| PTIN | P00865789 | PTIN |
| Phone | 4142733500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 397571 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 355951 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 136 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 356113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26 | 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 |
| Legal Fees Rev And Expnss | 1394 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1394 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1404 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1404 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 366500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 366500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 367904 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 367904 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11791 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 409362 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 397571 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 397571 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 409362 | TotalAssetsBOY |
| Total Assets EOY | 397571 | TotalAssetsEOY |
| Total Assets EOYFMV | 397571 | 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 | 409362 | RetainedEarningsBOY |
| Retained Earnings EOY | 397571 | RetainedEarningsEOY |
| Total Net Assets BOY | 409362 | TotalNetAssetsBOY |
| Total Net Assets EOY | 397571 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 409362 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 397571 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 409362 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11791 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 397571 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 397571 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 333061 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 76510 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 4.353170 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 305528 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 77285 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 3.953264 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 362625 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 79209 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 4.578078 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5408 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 50885 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.106279 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4005 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 68883 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058142 | DistributionRatioYear5 |
| Total Distribution Ratio | 13.048933 | TotalDistributionRatio |
| Average Distribution Ratio | 2.609787 | AverageDistributionRatio |
| Net Noncharitable Assets | 73436 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 191652 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 191652 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 367904 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | 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 | GODFREY FAMILY OFFICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4142879379 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 N WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE P GODFREY | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 53202 | PRESIDENT, TREASURER, DIRECTOR | 1.00 | 0 | 0 | 0 |
| ANDREW R LAURITZEN | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 53202 | VICE-PRESIDENT, SECRETARY, DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUE E CHRISTENSEN | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 53202 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 74554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 74554 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 74554 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1118 | CashDeemedCharitable |
| Net Noncharitable Assets | 73436 | NetNoncharitableAssets |
| Minimum Investment Return | 3672 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3672 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 3672 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3672 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3672 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 367904 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 367904 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 367904 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3672 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 309 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 358665 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 301664 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 329235 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 989873 | TotalExcessDistriCarryover |
| Qualifying Distributions | 367904 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3672 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 364232 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1354105 | 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 | 1354105 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 309 | ExcessFromYear4 |
| Excess From Year3 | 358665 | ExcessFromYear3 |
| Excess From Year2 | 301664 | ExcessFromYear2 |
| Excess From Year1 | 329235 | ExcessFromYear1 |
| Excess From Current Year | 364232 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONSTANCE P GODFREY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HAMP FOUNDATION INC | |||||||
| PO BOX 510260 | MILWAUKEE | WI | 532030054 | NONE | PRIVATE FOUNDATION | EDUCATIONAL | $360,000 |
| AMERICAN FRIENDS OF THE VICTORIA AND ALBERT MUSEUM | |||||||
| 61 LONDONDERRY DRIVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | CULTURAL - ARTIST IN RESIDENCE PROGRAM | $5,000 |
| CHILDRENS HOSPITAL & HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 1997 | MILWAUKEE | WI | 532011997 | NONE | PUBLIC CHARITY | MEDICAL | $1,000 |
| ST PAULS EPISCOPAL CHURCH | |||||||
| 914 E KNAPP STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 366500 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN ECOLOGY CENTER INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E PARK PLACE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | ENVIRONMENTAL - ROTARY CENTENNIAL ARBORETUM PROJECT | PurposeOfGrantOrContribution |
| Amount | $950,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 950000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $136 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $162 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 162 | TotalPartXVIA |
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 | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMP FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | PRIVATE FOUNDATION | TypeOfOrganization |
| Description Of Relationship | FINANCIAL SUPPORT TOWARDS CHARITABLE GOALS | DescriptionOfRelationship |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D GODFREY JR CHARITABLE LEAD TR #1 | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 510260 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532030054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 355951 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Any Diversion By GranteeAnyDiversionByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Results Of VerificationResultsOfVerification |
|---|---|---|---|---|---|---|---|---|---|---|
| HAMP FOUNDATION INC | ||||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 532023590 | 2009-09-01 | $280,000 | GENERAL SUPPORT | 280000 | NOT TO THE KNOWLEDGE OF THE GRANTOR | MARCH 4, 2010; MARCH 3, 2011, FEBRUARY 16, 2012; FEBRUARY 20, 2013 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| HAMP FOUNDATION INC | ||||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 532023590 | 2010-01-04 | $300,000 | GENERAL SUPPORT | 13892 | NOT TO THE KNOWLEDGE OF THE GRANTOR | MARCH 3, 2011, FEBRUARY 16, 2012; FEBRUARY 20, 2013 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| HAMP FOUNDATION INC | ||||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 532023590 | 2011-01-07 | $330,000 | GENERAL SUPPORT | 0 | NOT TO THE KNOWLEDGE OF THE GRANTOR | FEBRUARY 16, 2012; FEBRUARY 20, 2013 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| HAMP FOUNDATION INC | ||||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 532023590 | 2012-01-06 | $360,000 | GENERAL SUPPORT | 0 | NOT TO THE KNOWLEDGE OF THE GRANTOR | FEBRUARY 20, 2013 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GODFREY & KAHN, S.C. - LEGAL FEES | Category |
| Amount | $1,394 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1394 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORPORATE REPORT FILING FEE | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Revenue And Expenses Per Books | 136 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 136 | AdjustedNetIncome |
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