ROBERT K& JOYCE R COPE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ROBERT K& JOYCE R COPE FOUNDATION (EIN 39-1719598)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2013-07-25
IRS object ID: 201302069349100315
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
Accounting Fees Schedule
Compensation Explanation
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-07-25T14:26:57-05:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WISNIEWSKI LAW OFFICE	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	812 EAST STATE STREET	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391719598	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT K& JOYCE R COPE FOUNDATION	BusinessNameLine1
Business Name Line2	C/O WISNIEWSKI LAW OFFICE	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	ROBE	NameControl
Phone	4142769976	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	812 EAST STATE STREET	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KEITH E LEMERE	Name
Title	MANAGING TRUSTEE	Title
Phone	4142769976	Phone
Date Signed	2013-07-25	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ATTORNEY JACK G WISNIEWSKI	Name
Phone	4142769976	Phone
Date Prepared	2013-07-25	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	634536	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1111	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1111	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	21899	DividendsRevAndExpnss
Dividends Net Invst Incm	21899	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	11503	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	102165	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	11503	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-764	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	31	OtherIncomeNetInvstIncm
Total Revenue And Expenses	33749	TotalRevenueAndExpenses
Total Net Investment Income	34544	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	17000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	7500	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	9500	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	4158	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	2079	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	2079	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	460	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	230	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	230	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	4660	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	4660	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	4581	TaxesRevAndExpnss
Taxes Net Invst Incm	2296	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	2285	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	724	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	362	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	362	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	488	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	244	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	244	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	32071	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	17371	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	14700	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	18000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	18000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	50071	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	17371	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	32700	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-16322	ExcessOfRevenueOverExpenses
Net Investment Income	17173	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	51179	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	36548	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	36548	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	369836	InvestmentsCorpStockBOY
Investments Corp Stock EOY	378153	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	429296	InvestmentsCorpStockEOYFMV
Investments Other BOY	176509	InvestmentsOtherBOY
Investments Other EOY	170518	InvestmentsOtherEOY
Investments Other EOYFMV	168692	InvestmentsOtherEOYFMV
Total Assets BOY	597524	TotalAssetsBOY
Total Assets EOY	585219	TotalAssetsEOY
Total Assets EOYFMV	634536	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	597524	UnrestrictedBOY
Unrestricted EOY	585219	UnrestrictedEOY
Total Net Assets BOY	597524	TotalNetAssetsBOY
Total Net Assets EOY	585219	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	597524	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	585219	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	597524	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-16322	ExcessOfRevenueOverExpenses
Other Increases	4017	OtherIncreases
Subtotal	585219	Subtotal
Total Net Assets Fund Balances EOY	585219	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (97 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
RBC DAIN-SMALL	P
SAFEWAY	P	2012-09-12	16	21	-5	-5
CHARLES SCHWAB	P	2012-10-05	66	91	-25	-25
HERSHEY	P	2012-12-11	586	283	303	303
NORTHROP GRUMMAN	P	2013-03-14	337	213	124	124
JANUS	P	2013-05-13	2593	2061	532	532
SUNTRUST	P	2013-05-13	152	120	32	32
DOMTAR CORP	P	2012-10-05	23585	19235	4350	4350
SAFEWAY	P	2012-09-12	410	524	-114	-114
TRW AUTO HOLDINGS	P	2012-10-05	147	120	27	27
VODAFONE	P	2012-12-11	130	159	-29	-29
NORTHROP GRUMMAN	P	2013-03-14	539	518	21	21
NEXTERA	P	2013-05-13	80	47	33	33
TRW AUTO	P	2013-05-13	62	40	22	22
CITICOPR MORTAGE SECURITIES	P	2013-01-25	9	14	-5	-5
SAFEWAY	P	2012-10-02	401	514	-113	-113
TEXAS INSTRUMENTS	P	2012-10-05	84	93	-9	-9
VODAFONE	P	2012-12-11	440	497	-57	-57
H J HEINZ	P	2013-04-30	1521	974	547	547
NEXTERA	P	2013-05-13	239	170	69	69
TIME WARNER	P	2013-05-13	304	147	157	157
FREESEAS INC	P	2013-03-21	7	5666	-5659	-5659
CIGNA	P	2012-10-05	98	89	9	9
QUESTAR	P	2012-10-15	82	47	35	35
VODAFONE	P	2012-12-11	725	554	171	171
ABBVIE	P	2013-05-13	89	52	37	37
NEXTERA	P	2013-05-13	319	202	117	117
UNILEVER	P	2013-05-13	415	242	173	173
JP MORGAN AND CHASE	P	2013-03-21	24062	19926	4136	4136
DEERE	P	2012-10-05	83	34	49	49
QUESTAR	P	2012-10-15	1020	871	149	149
ABBVIE	P	2013-01-18	74	52	22	22
BOEING	P	2013-05-13	569	389	180	180
NORTHEAST	P	2013-05-13	44	39	5	5
WISDOM TREE	P	2013-05-13	2735	2478	257	257
RBC DAIN-LARGE	P
EMC CORP	P	2012-10-05	82	39	43	43
ISHARES	P	2012-10-16	164	237	-73	-73
ABBVIE	P	2013-01-18	406	275	131	131
CIGNA	P	2013-05-13	138	89	49	49
NORTHEAST	P	2013-05-13	305	272	33	33
HESS	P	2013-05-16	960	756	204	204
UNITED PARCEL SVC	P	2012-06-06	596	642	-46	-46
JP MORGAN	P	2012-10-05	42	35	7	7
ISHARES TRUST	P	2012-10-16	209	264	-55	-55
NORTHEAST UTILITIES	P	2013-01-22	398	390	8	8
DEERE	P	2013-05-13	185	78	107	107
NORTHERN TRUST	P	2013-05-13	221	208	13	13
BOEING	P	2013-05-24	699	454	245	245
ELI LILLY	P	2012-07-27	400	513	-113	-113
NEXTERA ENERGY	P	2012-10-05	71	47	24	24
JANUS ENTERPRISE	P	2012-10-16	582	524	58	58
HESS	P	2013-01-30	670	540	130	130
WALT DISNEY	P	2013-05-13	404	306	98	98
OCCIDENTAL	P	2013-05-13	90	76	14	14
ELI LILLY	P	2012-08-03	309	399	-90	-90
OCCIDENTAL PETE	P	2012-10-05	84	80	4	4
SPDR SER	P	2012-10-16	647	610	37	37
NORTHROP BRUMMAN	P	2013-02-07	197	214	-17	-17
EMC CORP-MASS	P	2012-05-13	369	208	161	161
OCCIDENTAL	P	2013-05-13	180	160	20	20
NORDSTROM	P	2012-08-06	819	692	127	127
QEP RESOURCES	P	2012-10-05	63	46	17	17
SPDR INDEX	P	2012-10-16	790	837	-47	-47
NORTHROP BRUMMAN	P	2013-02-07	263	243	20	20
ISHARES MSCI	P	2013-05-13	658	935	-277	-277
ORACLE	P	2013-05-13	135	76	59	59
NORDSTROM	P	2012-08-06	819	603	216	216
ORACLE	P	2012-10-05	31	19	12	12
WISDOMTREE TRUST	P	2012-10-16	654	667	-13	-13
NORTHROP BRUMMAN	P	2013-02-07	591	582	9	9
ISHARES TRUST	P	2013-05-13	3721	3615	106	106
PEPSICO	P	2013-05-13	332	264	68	68
HOME DEPOT	P	2012-08-27	114	67	47	47
ORACLE	P	2012-10-05	63	28	35	35
DOW CHEMICAL	P	2012-11-20	1291	1330	-39	-39
HOSPIRA	P	2013-02-12	70	80	-10	-10
ISHARES TRUST	P	2013-05-13	43	27	16	16
SPDR SER	P	2013-05-13	3426	2774	652	652
HOME DEPOT	P	2012-08-27	284	192	92	92
PEPSICO	P	2012-10-05	427	396	31	31
EBAY	P	2012-11-28	615	291	324	324
HOSPIRA	P	2013-02-12	419	484	-65	-65
ISHARES TRUST	P	2013-05-13	777	950	-173	-173
SPDR	P	2013-05-13	3280	3104	176	176
ELI LILLY	P	2012-08-27	44	57	-13	-13
SPX	P	2012-10-05	68	53	15	15
DIAGEO	P	2012-12-05	119	66	53	53
HOSPIRA	P	2013-02-25	439	605	-166	-166
HUNTINGTON	P	2013-05-13	107	57	50	50
SPDR INDEX	P	2013-05-13	3718	3645	73	73
ELI LILLY	P	2012-08-27	798	592	206	206
SCHLUMBERGER	P	2012-10-05	71	70	1	1
DIAGEO	P	2012-12-05	717	354	363	363
HOME DEPOT	P	2013-02-27	816	404	412	412
INTUIT	P	2013-05-13	236	121	115	115
SPDR DOW JONES	P	2013-05-13	2866	2438	428	428

Field	Value	IRS element (for citing)
Capital Gain Net Income	11503	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	30038	QualifyingDistributionsYear1
Noncharitable Assets Year1	597471	NoncharitableAssetsYear1
Distribution Ratio Year1	0.050275	DistributionRatioYear1
Qualifying Distributions Year2	28268	QualifyingDistributionsYear2
Noncharitable Assets Year2	629452	NoncharitableAssetsYear2
Distribution Ratio Year2	0.044909	DistributionRatioYear2
Qualifying Distributions Year3	27260	QualifyingDistributionsYear3
Noncharitable Assets Year3	585725	NoncharitableAssetsYear3
Distribution Ratio Year3	0.046541	DistributionRatioYear3
Qualifying Distributions Year4	32170	QualifyingDistributionsYear4
Noncharitable Assets Year4	556436	NoncharitableAssetsYear4
Distribution Ratio Year4	0.057814	DistributionRatioYear4
Qualifying Distributions Year5	34183	QualifyingDistributionsYear5
Noncharitable Assets Year5	812461	NoncharitableAssetsYear5
Distribution Ratio Year5	0.042073	DistributionRatioYear5
Total Distribution Ratio	0.241612	TotalDistributionRatio
Average Distribution Ratio	0.048322	AverageDistributionRatio
Net Noncharitable Assets	601686	NetNoncharitableAssets
Adjusted Noncharitable Assets	29075	AdjustedNoncharitableAssets
One Percent Net Investment Income	172	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	29247	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	32700	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	172	InvestmentIncomeExciseTax
Subtotal	172	Subtotal
Tax Based On Investment Income	172	TaxBasedOnInvestmentIncome
Tax Due	172	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	WI	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	WISNIEWSKI LAW OFFICE	BooksInCareOfPersonName
Books In Care Of Phone Number	4142769976	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	812 EAST STATE STREET	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	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
NICHOLAS R LEMERE
812 E STATE STREET	MILWAUKEE	WI	53202	TRUSTEE	1.00	1000	0	100
FRANCHION K LEMERE
812 E STATE STREET	MILWAUKEE	WI	53202	TRUSTEE	1.00	1000	0	100
KEITH E LEMERE
812 E STATE STREET	MILWAUKEE	WI	53202	TRUSTEE	10.00	15000	0	524

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	585952	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	24897	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	610849	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	610849	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	9163	CashDeemedCharitable
Net Noncharitable Assets	601686	NetNoncharitableAssets
Minimum Investment Return	30084	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	30084	MinimumInvestmentReturn
Tax Based On Investment Income	172	TaxBasedOnInvestmentIncome
Total Tax	172	TotalTax
Distributable Amount Before Adj	29912	DistributableAmountBeforeAdj
Distributable Amount Before Ded	29912	DistributableAmountBeforeDed
Distributable Amount As Adjusted	29912	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	32700	ExpensesAndContributions
Qualifying Distributions	32700	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	172	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	32528	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	29912	DistributableAmountAsAdjusted
Undistributed Income Prior Year	719	UndistributedIncomePriorYear
Qualifying Distributions	32700	QualifyingDistributions
Applied To Year1	719	AppliedToYear1
Applied To Current Year	29912	AppliedToCurrentYear
Remaining Distri From Corpus	2069	RemainingDistriFromCorpus
Total Corpus	2069	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	2069	ExcessDistriCyovToNextYear
Excess From Current Year	2069	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	KEITH E LEMERE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O WISNIEWSKI LAW OFFICE	AddressLine1
Address Line2	812 EAST STATE STREET	AddressLine2
City	MILWAUKEE	City
State	WI	State
ZIP Code	53202	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4142769976	RecipientPhoneNumber
Form And Info And Materials	NO FORMAL REQUIREMENTS	FormAndInfoAndMaterials
Submission Deadlines	MAY 1ST DEADLINE	SubmissionDeadlines
Restrictions On Awards	NO RESTRICTIONS OR LIMITS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
GUNDERSEN LUTHERAN MED FD
1836 SOUTH AVENUE	LACROSSE	WI	54601	NONE	TAX EXEMPT	MEDICAL RESEARCH	$13,000
FROEDTERT HOSPITAL FD
9200 WEST WISCONSIN AVENU	MILWAUKEE	WI	53226	NONE	TAX EXEMPT	MEDICAL RESEARCH	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	18000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1111	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	21899	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	11503	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RBC-S OTHER INCOME	31
COPANO ENERGY	-795

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	33749	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	33749	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING PAYROLL	Category
Amount	$460	Amount
Net Investment Income	230	NetInvestmentIncome
Disbursements Charitable Prps	230	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

NICHOLAS R LEMERE
FRANCHION K LEMERE
KEITH E LEMERE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (74 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
RBC 7A: US EQUITIES
AAPL	494	1349
BAX	1067	1969
BA	1398	1980
SCHW	1958	2562
DE	705	1481
DFS	24	47
DOW
LLY
EMC	1413	2105
HNZ	278	434
HSY	798	1871
HD	739	2045
HSP
IBM	836	2080
INTU	878	1695
JAENX	35103	43928
JPM	1414	2020
MTB	1032	1783
NOC
ORCL	1153	1892
STR
SWY
SPW	1067	1578
TXN	1335	1508
TWX	1328	2627
ZION	1443	2077
ABT	1686	2200
EBAY	582	1298
HES	674	742
HII	474	884
NEE	1724	2117
JWN
NTRS	1788	1977
QEP	988	1049
QCOM	1445	1714
CI	1722	2580
BEN	1311	1858
DIA	42866	50467
SDY	42306	51368
STI	1368	1861
TRW	1315	2091
UPS	1728	1890
OXY	1762	2026
DIS	1654	2145
TIF	636	856
NU	1443	1500
ABBV	469	768
HON	916	1020
PEP	1867	2181
RBC 7B: US EQUITIES
C	25871	31194
UFS
MDLZ	4621	5011
KRFT	19246	22052
KMI	17709	18990
BAC	12941	13660
WBS
JPM
RBC 7C: INT'L EQUITIES
FREE
RBC 7D: INT'L EQUITIES
STD
DEO	861	1537
EWZ	14137	9516
EEM	15165	12111
UN
VOD
SLB	1296	1388
DWX	55600	53311
DGS	42360	45090
VOD	32	29
UN	1506	1978
UBS	1621	1806

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (9 entries)

Category Or ItemCategoryOrItem	Book ValueBookValue	EOYFMVEOYFMV
RBC 8A: FIXED INCOME
JNK	56764	58598
LQD	59836	60457
RBC 8B: FIXED INCOME
MWG	17470	17787
PTY	19611	18270
17312XAG9
RBC 8C: MIXED ASSETS
NLY	16837	13580

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL	Category
Amount	$4,158	Amount
Net Investment Income	2079	NetInvestmentIncome
Disbursements Charitable Prps	2079	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
WORKER COMPENSATION INSURANCE	280	140	140
BANK CHARGES	208	104	104
FEDERAL EXPRESS
REGISTRATION FEE

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
RBC-S OTHER INCOME	31	31
COPANO ENERGY	-795

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
RETURN OF PRINCIPAL	$401
PPA BROKERAGE	$3,616

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	Category
Amount	$4,660	Amount
Net Investment Income	4660	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$4,571	2286	2285
FOREIGN TAX	$10	10