SINGISER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SINGISER FAMILY FOUNDATION (EIN 83-2166191)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-04
- IRS object ID
- 202610639349100911
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-04T16:00:21-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832166191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGISER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SING | BusinessNameControlTxt |
| Phone | 9706892808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2276 GAMBLE OAK DR | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80538 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R TODD SINGISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9706892808 | PhoneNum |
| Signature | 2026-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANDA J HANNAH | PreparerPersonNm |
| PTIN | P00823507 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2026-03-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,597,940 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,907 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,121 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,075 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,206 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,883 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,883 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $549,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $624,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $977,734 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $522,067 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $575,629 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $583,323 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,102,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,236,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,597,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,102,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,236,733 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,102,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,102,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,236,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,102,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,236,733 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $476,727 | $371,142 | $105,585 | $105,585 |
| CAPITAL GAINS DIVIDENDS | P | $136 | $136 | $136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $245 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R TODD SINGISER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9706892808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2276 GAMBLE OAK DR | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R TODD SINGISER | ||||||||
| 2276 GAMBLE OAK DR | LOVELAND | CO | 80538 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BETH SINGISER | ||||||||
| N55W35141 COASTAL AVE | OCONOMOWOC | WI | 53066 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SINGISER FAMILY FOUNDATION HAS BEEN CREATED IN THE FAMILY NAME TO PROVIDE SUPPORT AND OPPORTUNITIES TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS. 17 ORGANIZATIONS WERE SUPPORTED DURING THE YEAR. | Description1Txt |
| Expenses1 | $81,385 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,482,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,528,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,528,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,505,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,645 | TotalTaxAmt |
| Distributable Before Adj | $73,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,710 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,517 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,569 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,085 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,894 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,517 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,569 | ExcessFromYear4Amt |
| Excess From Year3 | $5,209 | ExcessFromYear3Amt |
| Excess From Year2 | $3,323 | ExcessFromYear2Amt |
| Excess From Year1 | $6,191 | ExcessFromYear1Amt |
| Excess From Current Year | $9,085 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BABY FOUNDATION | ||||||
| PO BOX 516 | EATON | CO | 80615 | PC | GENERAL SUPPORT | $10,737 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CANCER RESEARCH | $5,250 |
| RONALD MCDONALD HOUSE EASTERN WI | ||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | PC | ASSIST FAMILIES IN NEED | $5,000 |
| HOUSE OF NEIGHBORLY SERVICE | ||||||
| 1511 EAST 11TH STREET | LOVELAND | CO | 80537 | PC | SUUPORT FUNDING FOR HOMELESS FAMILIES | $5,000 |
| HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY | ||||||
| 701 NORTHVIEW ROAD | WAUKESHA | WI | 53188 | PC | SUPPORT THE HUMANE TREATMENT OF ANIMALS | $5,000 |
| HUNGER TASK FORCE | ||||||
| 50000 W ELECTRIC AVENUE | WEST MILWAUKEE | WI | 53219 | PC | GENERAL SUPPORT | $5,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 ROAD | PONTE VERDA | FL | 32081 | PC | TO PAIR SERVICE DOGS FOR WARRIORS SUFFERING FROM POST TRAUMATIC STRESS OR INJURY | $5,000 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST STE 230 | WELLESLEY HILLS | MA | 02481 | PC | ALZHEIMER RESEARCH | $5,000 |
| LARIMER COUNTY HUMANE SOCIETY | ||||||
| 3501 E 71ST ST | LOVELAND | CO | 80538 | PC | GENERAL SUPPORT | $5,000 |
| ROTARY CLUB FOUNDATIONKIDSPAK | ||||||
| PO BOX 2078 | LOVELAND | CO | 80539 | PC | PROVIDES FOOD SUPPLY TO CHILDREN | $5,000 |
| UNITED WAY OF LARIMER COUNTY | ||||||
| 525 WEST OAK ST STE 101 | FORT COLLINS | CO | 80521 | PC | GENERAL SUPPORT | $5,000 |
| GREELEY WELD HABITAT FOR HUMANITY | ||||||
| 2080 GREELEY MALL ST UNIT D05 | GREELEY | CO | 80631 | PC | COMMUNITY SUPPORT | $5,000 |
| MEALS ON WHEELS NORTH CENTRAL TEXAS INC | ||||||
| 203 KIMBERLY DR | CLEBURNE | TX | 76031 | PC | COMMUNITY SUPPORT | $5,000 |
| CHILDREN'S WISCONSIN FOUNDATION | ||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | PC | SUPPORT CHILD HEALTHCARE | $5,000 |
| ALZHEIMER ASSOCIATION COLORADO CHAPTER | ||||||
| 3733 CHERRY CREEK N DRIVE STE 700 | DENVER | CO | 80209 | PC | GENERAL SUPPORT | $5,000 |
| KIDS INTERNATIONAL MINISTRIES INC | ||||||
| PO BOX 1369 | LAWRENCE | KS | 66044 | PC | SUPPORT ORPHANED CHILDREN | $263 |
| DASH FOR SMILES | ||||||
| 8801 MARTIN LUTHER KING JR BLVD | DENVER | CO | 80238 | PC | SUPPORT LOCAL CLEFT LIP AND PALATE CLINICS | $135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,385 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENDA S SINGISER LOVING TRUST DTD 4-8-9 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3303 SPRING MOUNTAIN CT | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,907 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WIPFLI LLP | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE & CO | $13,201 | $13,242 |
| GOLDMAN SACHS GROUP INC | $13,463 | $13,424 |
| JOHNSON & JOHNSON | $7,020 | $6,984 |
| LOWE'S COS INC | $6,716 | $6,972 |
| T-MOBILE USA INC | $13,712 | $13,944 |
| DUKE ENERGY CORP | $13,011 | $12,889 |
| SHIRE ACQ INV IRELAND DA | $13,986 | $13,915 |
| ABBOTT LABORATORIES | $27,341 | $26,999 |
| AMGEN INC | $13,775 | $13,734 |
| CAPITAL ONE FINANCIAL CO | $13,043 | $12,961 |
| MORGAN STANLEY | $13,205 | $12,991 |
| FISERV INC | $13,919 | $13,625 |
| WELLS FARGO & COMPANY | $13,146 | $13,051 |
| TORONTO-DOMINION BANK | $14,029 | $14,182 |
| APPLE INC | $13,897 | $13,859 |
| ANTHEM INC | $13,650 | $13,933 |
| WALT DISNEY COMPANY/THE | $12,857 | $13,590 |
| NORTHROP GRUMMAN CORP | $13,518 | $13,820 |
| NISOURCE INC | $1,015 | $1,025 |
| DELL INT LLC / EMC CORP | $13,116 | $13,185 |
| SALESFORCE.COM INC | $26,162 | $26,996 |
| NEXTERA ENERGY CAPITAL | $14,046 | $14,294 |
| CIGNA CORP | $13,773 | $14,127 |
| CITIGROUP INC | $13,204 | $13,875 |
| ABBVIE INC | $13,669 | $14,155 |
| DOWDUPONT INC | $13,853 | $14,219 |
| CVS HEALTH CORP | $12,712 | $13,276 |
| AT&T INC | $13,428 | $14,073 |
| PNC FINANCIAL SERVICES | $25,059 | $25,928 |
| AMERICAN EXPRESS CO | $13,087 | $13,389 |
| FIFTH THIRD BANCORP | $13,257 | $13,691 |
| PHILIP MORRIS INTL INC | $25,838 | $26,282 |
| BANK OF NY MELLON CORP | $26,661 | $26,747 |
| PFIZER INVESTMENT ENTER | $25,937 | $26,513 |
| KINDER MORGAN INC | $13,390 | $13,442 |
| US BANCORP | $13,386 | $13,386 |
| STARBUCKS CORP | $12,909 | $12,941 |
| ENERGY TRANSFER LP | $12,988 | $12,963 |
| GENERAL MOTORS FINL CO | $13,619 | $13,674 |
| TRUIST FINANCIAL CORP | $1,031 | $1,027 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC SHS | $16,004 | $18,508 |
| AGNICO EAGLE MINES LTD | $3,239 | $7,120 |
| ALPHABET INC SHS CL A | $24,839 | $56,966 |
| AMAZON COM INC COM | $19,298 | $27,237 |
| AMPHENOL CORP CL A NEW | $7,897 | $20,271 |
| APPLE INC | $41,744 | $73,130 |
| BANK NEW YORK MELLON | $12,009 | $15,904 |
| BLACKROCK INC REG SHS | $16,084 | $21,407 |
| BOSTON SCIENTIFIC CORP | $10,927 | $13,635 |
| BROADCOM INC | $10,858 | $28,726 |
| CENCORA INC | $8,431 | $11,821 |
| CONOCOPHILLIPS | $7,544 | $8,893 |
| COSTCO WHOLESALE CRP DEL | $10,616 | $16,384 |
| DELL TECHNOLOGIES INC | $17,891 | $14,728 |
| DICKS SPORTING GOODS INC | $10,159 | $8,909 |
| ELI LILLY & CO | $19,572 | $27,942 |
| ENTERGY CORP NEW | $9,366 | $12,848 |
| EXXON MOBIL CORP COM | $24,621 | $25,993 |
| FERRARI NV | $10,241 | $11,456 |
| GOLDMAN SACHS GROUP INC | $17,295 | $21,096 |
| HILTON WORLDWIDE | $5,999 | $10,628 |
| HOME DEPOT INC | $15,345 | $15,484 |
| HOWMET AEROSPACE INC | $4,898 | $15,992 |
| JOHNSON CONTROLS INTER | $9,433 | $14,609 |
| JPMORGAN CHASE & CO | $15,288 | $34,800 |
| LIVE NATION ENT INC | $8,842 | $8,835 |
| MARTIN MARIETTA MATLS | $14,059 | $14,944 |
| META PLATFORMS INC | $22,100 | $20,463 |
| MICROSOFT CORP | $38,292 | $69,158 |
| NETFLIX COM INC | $9,160 | $16,689 |
| NVIDIA | $16,279 | $65,834 |
| PALO ALTO NETWORKS INC | $12,506 | $16,210 |
| PARKER HANNIFIN CORP | $11,298 | $28,127 |
| PROCTER & GAMBLE CO | $15,916 | $14,044 |
| PROGRESSIVE CRP OHIO | $7,483 | $11,841 |
| ROSS STORES INC COM | $14,376 | $19,275 |
| S&P GLOBAL INC | $13,116 | $15,678 |
| TESLA INC | $8,713 | $16,190 |
| THERMO FISHER SCIENTIFIC | $14,055 | $16,225 |
| UNION PACIFIC CORP | $11,657 | $12,260 |
| VERIZON COMMUNICATIONS COM | $14,083 | $13,156 |
| VISA INC CL A SHRS | $18,518 | $25,602 |
| WALMART INC | $12,678 | $25,513 |
| WELLTOWER INC | $7,790 | $16,148 |
| WSTN DIGITAL CORP DEL | $3,702 | $17,055 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $15,121 | Amt |
| Net Investment Income | $15,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENDA S SINGISER LOVING TRUST DTD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3303 SPRING MOUNTAIN CT | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80537 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,039 | $0 | $0 |
| FOREIGN TAX | $36 | $36 | $0 |
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