EARL AND EUGENIA QUIRK FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EARL AND EUGENIA QUIRK FOUNDATION INC (EIN 39-6059626)
- Tax period
- 2010-05-01 to 2011-04-30
- Filed
- 2011-09-07
- IRS object ID
- 201132509349100603
- Schema version
- 2010v3.2
- 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
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-07T12:27:52-07:00 | Timestamp |
| Tax Period End Date | 2011-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & I TRUST CO NA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11270 WEST PARK PLACE SUITE 400 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396059626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARL AND EUGENIA QUIRK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EARL | NameControl |
| Phone | 9202610223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 W MAIN ST | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530947630 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE D CONLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 9202610223 | Phone |
| Date Signed | 2011-09-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTIAN T TENTONI | Name |
| Phone | 4148153500 | Phone |
| Date Prepared | 2011-09-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3384116 | 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 | 95913 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94962 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 183860 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 922544 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 183860 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11763 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 9620 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 291536 | TotalRevenueAndExpenses |
| Total Net Investment Income | 288442 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 12000 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 12000 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14524 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14524 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 485 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 485 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 2066 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2066 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29085 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15009 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14076 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 201410 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 201410 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 230495 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15009 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 215486 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 61041 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 273433 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38087 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 40756 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 40756 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 2490130 | InvestmentsOtherBOY |
| Investments Other EOY | 2549262 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3332196 | InvestmentsOtherEOYFMV |
| Other Assets EOYFMV | 11164 | OtherAssetsEOYFMV |
| Total Assets BOY | 2528217 | TotalAssetsBOY |
| Total Assets EOY | 2590018 | TotalAssetsEOY |
| Total Assets EOYFMV | 3384116 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 1289 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 1289 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2528217 | RetainedEarningsBOY |
| Retained Earnings EOY | 2588729 | RetainedEarningsEOY |
| Total Net Assets BOY | 2528217 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2588729 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2528217 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2590018 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2528217 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 61041 | ExcessOfRevenueOverExpenses |
| Subtotal | 2589258 | Subtotal |
| Other Decreases | 529 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2588729 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SEE ATTACHED SCHEDULE | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2008-11-25 | DateAcquired |
| Date Sold | 2011-01-27 | DateSold |
| Gross Sales Price | 922544 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 738684 | CostOrOtherBasis |
| Gain Or Loss | 183860 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 183860 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 183860 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 182376 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2940421 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062024 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152433 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2829080 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053881 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93993 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3579988 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.026255 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 198797 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3579084 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055544 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 89615 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3344105 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026798 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.224502 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044900 | AverageDistributionRatio |
| Net Noncharitable Assets | 3070557 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137868 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2734 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140602 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 215486 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2734 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2734 | Subtotal |
| Tax Based On Investment Income | 2734 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1448 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1448 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1448 | TaxPaidOriginalReturn |
| Tax Due | 1286 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&I TRUST CO NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6082322005 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N SEGOE RD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE D CONLEY | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | President & Director | 1.00 | 0 | 0 | 649 |
| LINDA J QUIRK | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | Director | 1.00 | 0 | 0 | 267 |
| ANNE M CONLEY | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | Director | 1.00 | 0 | 0 | 0 |
| JACQUELINE A QUIRK | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | Secretary & Director | 1.00 | 0 | 0 | 285 |
| LISA L CONLEY | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | Director | 0.75 | 0 | 0 | 0 |
| PAMELA QUIRK-BECKER | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | Treasurer & Director | 0.75 | 0 | 0 | 452 |
| ROBERTA J QUIRK | ||||||||
| 314 WEST MAIN STREET SUITE 11 | WATERTOWN | WI | 53094 | VICE PRESIDENT & DIR | 0.75 | 0 | 0 | 279 |
| 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3117317 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3117317 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3117317 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 46760 | CashDeemedCharitable |
| Net Noncharitable Assets | 3070557 | NetNoncharitableAssets |
| Minimum Investment Return | 153528 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 153528 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2734 | TaxBasedOnInvestmentIncome |
| Total Tax | 2734 | TotalTax |
| Distributable Amount Before Adj | 150794 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 150794 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 150794 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 215486 | ExpensesAndContributions |
| Qualifying Distributions | 215486 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2734 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 212752 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 150794 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 61869 | UndistributedIncomePriorYear |
| Qualifying Distributions | 215486 | QualifyingDistributions |
| Applied To Year1 | 61869 | AppliedToYear1 |
| Applied To Current Year | 150794 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2823 | RemainingDistriFromCorpus |
| Total Corpus | 2823 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2823 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 2823 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENIA B QUIRK DECEASED AND CATHER | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CITY OF WATERTOWN - PARK RECREATION AND FORESTRY DEPT | ||||||
| 515 S FIRST ST | WATERTOWN | WI | 53094 | City | Park improvements | $81,400 |
| TOWN AND COUNTRY YMCA | ||||||
| 1750 E VALLEY RD | OCONOMOWOC | WI | 53066 | Public | After school program | $10,000 |
| WATERTOWN FAMILY AID ASSOCIATION INC | ||||||
| 514 S FIRST ST | WATERTOWN | WI | 53094 | Public | Food & Clothing | $13,000 |
| BIG BROTHERS BIG SISTERS OF DODGE COUNTY AND WATERTOWN COMMUNITY INC | ||||||
| 415 S EIGHTH ST | WATERTOWN | WI | 53094 | Public | Lunch Program | $8,000 |
| DODGE-JEFFERSON HEALTHIER COMMUNITY PARTNERSHIP INC | ||||||
| 415 S EIGHTH ST | WATERTOWN | WI | 53094 | Public | Cares Clinic | $10,000 |
| COUNCIL FOR THE PERFORMING ARTS INC | ||||||
| 100 N MAIN STREET SUITE A | JEFFERSON | WI | 53549 | Public | Concerts | $9,000 |
| JEFFERSON COUNTY LITERACY COUNCIL INC | ||||||
| 112 S MAIN ST | JEFFERSON | WI | 53549 | Public | Office Support | $10,000 |
| WATERTOWN CONCERT SERIES | ||||||
| 1142 N FOURTH ST | WATERTOWN | WI | 53098 | Public | Concerts | $2,500 |
| WATERTOWN FOOD PANTRY INC | ||||||
| 204 N TENTH ST | WATERTOWN | WI | 53094 | Public | Food | $2,000 |
| WATERTOWN HUMANE SOCIETY INC | ||||||
| 418 WATER TOWER CT | WATERTWON | WI | 53094 | Public | General | $3,000 |
| WATERTOWN UNIFIED SCHOOL DISTRICT | ||||||
| 111 DODGE ST | WATERTOWN | WI | 53094 | Public | Band uniforms | $29,510 |
| VSA ARTS OF WISCONSIN INC | ||||||
| 4785 HAYES ROAD SUITE 201 | MADISON | WI | 53704 | Public | Support | $3,000 |
| TOWN & COUNTRY RESOURCE CONSERVATION & DEVELOPMENT INC | ||||||
| PO BOX 333 | JEFFERSON | WI | 53549 | Public | Operation Expansion | $5,000 |
| HERITAGE MILITARY MUSIC FOUNDATION INC | ||||||
| 504 S 4TH ST | WATERTOWN | WI | 53094 | Public | Roof repairs | $10,000 |
| WATERTOWN FAMILY CENTER INC | ||||||
| 415 S 8TH ST | WATERTOWN | WI | 53094 | Public | Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 201410 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $95,913 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,998 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $183,860 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $288,771 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 288771 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEE ATTACHED SCHEDULE | Name |
| Date Acquired | 2008-11 | DateAcquired |
| How Acquired | Purchased | HowAcquired |
| Date Sold | 2011-01 | DateSold |
| Gross Sales Price | 922544 | GrossSalesPrice |
| Basis | 738684 | Basis |
| Total Net | 183860 | TotalNet |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Claude C Held II, Attorney Legal | Category |
| Amount | $12,000 | Amount |
| Disbursements Charitable Prps | 12000 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued interest paid on bond purchase | Description |
| Amount | $529 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annual Report Filing Fee | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| CAPITAL GAIN DIVS | 8998 | 8998 |
| CLASS ACTION SETTLEMENTS | 622 | 622 |
| FED TAX REFUND | 2143 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Marshall & Ilsley Trust Co., NA Professional Services | Category |
| Amount | $14,524 | Amount |
| Net Investment Income | 14524 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax on Investment Income | Category |
| Amount | $485 | Amount |
| Net Investment Income | 485 | NetInvestmentIncome |
Comments