VOGEL FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VOGEL FOUNDATION INC (EIN 39-1639595)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349100201
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T06:46:06-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390857178 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & GESTELAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1764 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391639595 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VOGE | NameControl |
| Phone | 6082415454 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID VOGEL | Name |
| Title | PRESIDENT | Title |
| Phone | 6082415454 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH H BAUMGARTNER | Name |
| PTIN | P00187845 | PTIN |
| Phone | 6088367500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 464372 | 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 |
| Dividends Rev And Expnss | 11452 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11452 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1627 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22519 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1627 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 13079 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13079 | 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 |
| Other Prof Fees Rev And Expnss | 3702 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3702 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 940 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| 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 | 4652 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3702 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26952 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3702 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22310 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13873 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9377 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10811 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10762 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10762 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 448981 | InvestmentsOtherBOY |
| Investments Other EOY | 435157 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 453610 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 459792 | TotalAssetsBOY |
| Total Assets EOY | 445919 | TotalAssetsEOY |
| Total Assets EOYFMV | 464372 | 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 | 459792 | RetainedEarningsBOY |
| Retained Earnings EOY | 445919 | RetainedEarningsEOY |
| Total Net Assets BOY | 459792 | TotalNetAssetsBOY |
| Total Net Assets EOY | 445919 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 459792 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 445919 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 459792 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13873 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 445919 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 445919 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 22519 | GrossSalesPrice |
| Cost Or Other Basis | 20892 | CostOrOtherBasis |
| Gain Or Loss | 1627 | GainOrLoss |
| Gains Minus Excess Or Losses | 1627 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1627 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21576 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 471145 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045795 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 426729 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061163 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 526118 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058922 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29370 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 654061 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044904 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 608857 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048944 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259728 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051946 | AverageDistributionRatio |
| Net Noncharitable Assets | 487006 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25298 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 94 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25392 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22310 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 188 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 188 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 188 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 188 | 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 | DAVID L VOGEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6082415454 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| PETER C VOGEL | ||||||||
| PO BOX 7696 | MADISON | WI | 53707 | VICE PRESIDENT | 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 | 484141 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10281 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 494422 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 494422 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7416 | CashDeemedCharitable |
| Net Noncharitable Assets | 487006 | NetNoncharitableAssets |
| Minimum Investment Return | 24350 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24350 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 188 | TaxBasedOnInvestmentIncome |
| Total Tax | 188 | TotalTax |
| Distributable Amount Before Adj | 24162 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24162 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24162 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22310 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22310 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22310 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24162 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 22300 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22310 | QualifyingDistributions |
| Applied To Year1 | 22300 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 24152 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L VOGEL | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID L VOGEL | RecipientName |
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 Number | 6082415454 | RecipientPhoneNumber |
| Form And Info And Materials | THERE IS NO REQUIRED APPLICATION FORM. HOWEVER, ALL APPLICATIONS SHOULD INCLUDE A FULL DESCRIPTION OF THE PROJECT, A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER, A PROJECT BUDGET AND THE APPLICANT'S CURRENT-YEAR ORGANIZATION BUDGET, SHOWING IN EACH CASE ANTICIPATED SOURCES OF SUPPORT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | 1. GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS AND NONPROFIT ORGANIZATIONS AND INSTITUTIONS WHICH ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WHICH ARE PUBLICLY SUPPORTED. 2. THE GENERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICES. 3. GRANTS ARE NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN TO EDUCATIONAL OR RESEARCH INSTITUTIONS WHICH HAVE FULL RESPONSIBILITY FOR SELECTING INDIVIDUAL RECIPIENTS. 4. GRANTS ARE NOT USUALLY MADE TO SUPPORT OPERATING EXPENSES OF ORGANIZATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COLUMBUS COMMUNITY HOSPITAL FOUNDATION | ||||||||
| 1515 PARK AVE | COLUMBUS | WI | 53925 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CREATIVE PRESCHOOL INC | ||||||||
| DBA SPRUCE PINE MONTESSORI | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| GOODMAN-ATWOOD COMMUNITY CENTER | ||||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| GOODWILL INDUSTRIES OF SOUTH CENTRAL WI | ||||||||
| 1302 MENDOTA STREET | MADISON | WI | 53791 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| HABITAT FOR HUMANITY OF DANE COUNTY INC | ||||||||
| 1014 FIEDLER LN UNIT 29 PO BOX | MADISON | WI | 53725 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $700 | 258128 |
| HENRY VILAS PARK ZOOLOGICAL SOCIETY | ||||||||
| 702 S RANDALL AVE | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| MADISON URBAN MINISTRY | ||||||||
| 2300 S PARK ST 5 | MADISON | WI | 53713 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADISON URBAN MINISTRY | ||||||||
| 2300 S PARK ST 5 | MADISON | WI | 53713 | NONE | PUBLIC CHARITY | SCHOOL SUPPLIES | $6,000 | |
| MITCHELL COUNTY ANIMAL RESCUE INC | ||||||||
| PO BOX 308 | SPRUCE PINE | NC | 28777 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| NATURAL HERITAGE LAND TRUST | ||||||||
| 303 S PATERSON SUITE 6 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| OAKWOOD FOUNDATION INC | ||||||||
| 6201 MINERAL POINT ROAD | MADISON | WI | 53705 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PORCHLIGHT INC | ||||||||
| 306 NORTH BROOKS STREET | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| SAMARITAN COUNSELING CENTER OF SOUTHERN WI | ||||||||
| 5900 MONONA DRIVE SUITE 100 | MONONA | WI | 53716 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| ST ANN'S SCHOOL | ||||||||
| 324 N HARRISON STREET | STOUGHTON | WI | 53589 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ST JOHN'S LUTHERAN CHURCH - BUILDING FUND | ||||||||
| 322 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| ST VINCENT DE PAUL | ||||||||
| 1109 JONATHON DRIVE | MADISON | WI | 53713 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 928 | LAKELAND | FL | 33802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $900 | |
| THE SALVATION ARMY | ||||||||
| 630 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| THREE GAITS INC | ||||||||
| 3741 STATE ROAD 138 | STOUGHTON | WI | 53589 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| PO BOX 8860 | MADISON | WI | 53708 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| WISCONSIN COUNCIL OF THE BLIND | ||||||||
| 754 WILLIAMSON STREET | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| WISCONSIN PUBLIC RADIO | ||||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| WISCONSIN PUBLIC TELEVISION | ||||||||
| PO BOX 7929 | MADISON | WI | 53707 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| YWCA | ||||||||
| 101 E MFIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,452 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,627 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,079 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13079 | 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 | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (13 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DFA INFLATION PROTECTED SECURITIES | AT COST | 16909 | 18077 |
| DFA TWO YEAR GLOBAL FIXED INCOME | AT COST | 34610 | 34165 |
| SPDR DJ WS REIT | AT COST | 32169 | 35420 |
| VANGUARD SMALL VAL CAP ETF | AT COST | 21116 | 22749 |
| VANGUARD VALUE ETF | AT COST | 43299 | 46611 |
| VANGUARD FTSE ALL WORLD EX US | AT COST | 4718 | 4599 |
| VANGUARD MSCI | AT COST | 25424 | 22429 |
| VANGUARD SHORT TERM BOND INDEX | AT COST | 48500 | 48223 |
| VANGUARD SMALL CAP ETF | AT COST | 39974 | 45425 |
| ISHARES BARCLAYS AGGREGATE BOND | AT COST | 37528 | 38477 |
| ISHARES BARCLAYS SHORT TREASURY BOND FUND | AT COST | 16091 | 16094 |
| ISHARES MSCI ACWI EX US INDEX FUND | AT COST | 32086 | 29264 |
| ISHARES S&P 500 INDEX FUND | AT COST | 82733 | 92077 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | Category |
| Amount | $3,702 | Amount |
| Net Investment Income | 3702 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $940 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |