TIKVAH TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TIKVAH TR (EIN 39-6777005)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349102393
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T16:05:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420993792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHORTEK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19W24133 RIVERWOOD DRIVE | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | 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 | 396777005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIKVAH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIKV | BusinessNameControlTxt |
| Phone | 9202614469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE J LOEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9202614469 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C HUBMAN CPA | PreparerPersonNm |
| PTIN | P00227746 | PTIN |
| Phone | 2625228227 | PhoneNum |
| Preparation | 2026-05-04 | 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 | $135,885 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,071 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,071 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,954 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,954 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,211 | CashBOYAmt |
| Cash EOY | $12,389 | CashEOYAmt |
| Cash EOYFMV | $12,389 | CashEOYFMVAmt |
| Other Investments BOY | $74,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,496 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $104,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,885 | 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 | $104,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $126,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $126,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY #8016 | P | 2021-06-29 | 2025-05-12 | $6,756 | $6,565 | $191 | $191 |
| CAPITAL GAINS DIVIDENDS | P | $3,346 | $3,346 | $3,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $69 | 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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE J LOEB TRUSTEE | IndividualWithBooksNm |
| Phone | 9202614469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE J LOEB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $100,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69 | TotalTaxAmt |
| Distributable Before Adj | $5,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,954 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,954 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,160 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,024 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,312 | 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 | $3,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,604 | ExcessFromYear4Amt |
| Excess From Year3 | $5,160 | ExcessFromYear3Amt |
| Excess From Year2 | $8,190 | ExcessFromYear2Amt |
| Excess From Year1 | $9,984 | ExcessFromYear1Amt |
| Excess From Current Year | $7,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE J LOEB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE J LOEB TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9202614469 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD SPECIFY NATURE AND PURPOSE OF CHARITABLE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO SECTION 501(C)(3) CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | NONE | PC | OPERATING EXPENSES | $25 | |||
| ALZHEIMERS ASSOCIATION | ||||||||||
| PO BOX 97394 | WASHINGTON | DC | 20077 | NONE | PC | OPERATING EXPENSES | $287 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| PO BOX 1643 | WAUKESHA | WI | 53187 | NONE | PC | OPERATING EXPENSES | $75 | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PC | OPERATING EXPENSES | $75 | |||
| AMERICAN RED CROSS OF SW WI | ||||||||||
| PO BOX 10303 | DES MOINES | IA | 50306 | NONE | PC | OPERATING EXPENSES | $75 | |||
| AMERICAN RIVERS | ||||||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | OPERATING EXPENSES | $500 | |||
| ARBOR DAY FOUNDATION | ||||||||||
| 211 NORTH 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | OPERATING EXPENSES | $75 | |||
| BETH ISRAEL NER TAMID | ||||||||||
| 6880 N GREEN BAY AVENUE | GLENDALE | WI | 53209 | NONE | PC | OPERATING EXPENSES | $52 | |||
| CAPITAL HILL CLASSIC | ||||||||||
| 1503 E CAPITAL ST SE | WASHINGTON | DC | 20003 | NONE | PC | OPERATING EXPENSES | $300 | |||
| CHABAD JEWISH CENTER OF WAUKESHA COUNTY | ||||||||||
| 1275 N BARKER RD | BROOKFIELD | WI | 53045 | NONE | PC | OPERATING EXPENSES | $1,040 | |||
| CHILDREN'S HOSPITAL COLORADO | ||||||||||
| PO BOX 5585 | DENVER | CO | 80217 | NONE | PC | OPERATING EXPENSES | $500 | |||
| CHOLANGIOCARCINOMA FOUNDATION | ||||||||||
| 5526 WEST 13400 SOUTH 510 | HERRIMAN | UT | 84096 | NONE | PC | JINGLE FOR JANET | $100 | |||
| CONSUMER REPORTS FOUNDATION | ||||||||||
| PO BOX 96552 | WASHINGTON | DC | 20077 | NONE | PC | OPERATING EXPENSES | $25 | |||
| COURIER NEWSROOM | ||||||||||
| PO BOX 27 | CHIPPEWA FALLS | WI | 54729 | NONE | PC | OPERATING EXPENSES | $25 | |||
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||||
| PO BOX 2005 | MILFORD | NH | 03055 | NONE | PC | OPERATING EXPENSES | $100 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PC | OPERATING EXPENSES | $125 | |||
| EDUCATIONAL FOUNDATION OF WATERTOWN | ||||||||||
| PO BOX 243 | WATERTOWN | WI | 53094 | NONE | PC | OPERATING EXPENSES | $500 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | OPERATING EXPENSES | $25 | |||
| HOARD HISTORICAL MUSEUM | ||||||||||
| 401 WHITEWATER AVENUE | FORT ATKINSON | WI | 53538 | NONE | PC | OPERATING EXPENSES | $35 | |||
| HUMANE SOCIETY OF JEFFERSON COUNTY | ||||||||||
| W6127 KIESLING RD | JEFFERSON | WI | 53549 | NONE | PC | OPERATING EXPENSES | $50 | |||
| JEWISH NATIONAL FUND USA | ||||||||||
| 78 RANDALL AVE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | OPERATING EXPENSES | $100 | |||
| JUST TRYAN IT | ||||||||||
| PO BOX 34589 | BETHESDA | MD | 20827 | NONE | PC | OPERATING EXPENSES | $500 | |||
| LEAVE NO TRACE CENTER FOR OUTDOOR ETHICS | ||||||||||
| PO BOX 997 | BOULDER | CO | 80306 | NONE | PC | OPERATING EXPENSES | $520 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 1201 15TH ST NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | OPERATING EXPENSES | $100 | |||
| MAYO CLINIC | ||||||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PC | OPERATING EXPENSES | $150 | |||
| MICHAEL J FOX FOUNDATION | ||||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | RESEARCH | $100 | |||
| MILWAUKEE ART MUSEUM | ||||||||||
| 626 E WISCONSIN AVE FL16 | MILWAUKEE | WI | 53202 | NONE | PC | MEMBERSHIP | $115 | |||
| MILWAUKEE JEWISH FEDERATION | ||||||||||
| 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING EXPENSES | $700 | |||
| MILWAUKEE PBS | ||||||||||
| PO BOX 88401 | MILWAUKEE | WI | 53288 | NONE | PC | OPERATING EXPENSES | $100 | |||
| MILWAUKEE PUBLIC MUSEUM | ||||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PC | OPERATING EXPENSES | $50 | |||
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||||
| PO BOX 5006 | BOONE | IA | 50950 | NONE | PC | OPERATING EXPENSES | $35 | |||
| NATIONAL PARK FOUNDATION | ||||||||||
| 1500 K ST SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | OPERATING EXPENSES | $333 | |||
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||||
| PO BOX 5038 | BOONE | IA | 50950 | NONE | PC | MEMBERSHIP | $35 | |||
| NORTH CAROLINA COMMUNITY FOUNDATION | ||||||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27512 | NONE | PC | OPERATING EXPENSES | $500 | |||
| OPPORTUNITES INC | ||||||||||
| 200 E CRAMER STREET | FORT ATKINSON | WI | 53538 | NONE | PC | OPERATING EXPENSES | $100 | |||
| PASADENA COMMUNITY FOUNDATION | ||||||||||
| 3010 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | NONE | PC | OPERATING EXPENSES | $1,583 | |||
| RAINBOW COMMUNITY CARE | ||||||||||
| 147 WEST ROCKWELL | JEFFERSON | WI | 53549 | NONE | PC | OPERATING EXPENSES | $50 | |||
| ROCK RIVER RESCUE FOUNDATION | ||||||||||
| N946 HWY M | WATERTOWN | WI | 53098 | NONE | PC | MEMBERSHIP | $215 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| PO BOX 98096 | WASHINGTON | DC | 20077 | NONE | PC | OPERATING EXPENSES | $30 | |||
| SPECIAL OLYMPICS | ||||||||||
| PO BOX 7638 | MADISON | WI | 53707 | NONE | PC | OPERATING EXPENSES | $100 | |||
| TEL AVIV INSTITUE | ||||||||||
| NONE | PC | OPERATING EXPENSES | $500 | CAMPUS | TEL AVIV | IS | ||||
| THE BREAD BASKET | ||||||||||
| 208 S 3RD ST | WATERTOWN | WI | 53094 | NONE | PC | OPERATING EXPENSES | $500 | |||
| TINY HOOVES | ||||||||||
| 1117 N BRITTON RD | UNION GROVE | WI | 53182 | NONE | PC | OPERATING EXPENSES | $500 | |||
| US OLYMPIC PARALYMPIC FOUNDATION | ||||||||||
| PO BOX 70359 | PHILADELPHIA | PA | 19176 | NONE | PC | OPERATING EXPENSE | $25 | |||
| VETERANS OF FOREIGN WARS | ||||||||||
| PO BOX 2002 | MILFORD | NH | 03055 | NONE | PC | OPERATING EXPENSES | $50 | |||
| WATERTOWN HUMANE SOCIETY | ||||||||||
| 418 WATERTOWER COURT | WATERTOWN | WI | 53094 | NONE | PC | OPERATING EXPENSES | $100 | |||
| WATERTOWN PUBLIC LIBRARY | ||||||||||
| 100 SOUTH WATER STREET | WATERTOWN | WI | 53094 | NONE | PC | OPERATING EXPENSES | $150 | |||
| WESTSIDE GERMAN SHEPHERD RESCUE OF LA | ||||||||||
| 3016 S HILL ST | LOS ANGLES | CA | 90007 | NONE | PC | OPERATING EXPENSES | $334 | |||
| WILDLIFE IN NEED CENTER | ||||||||||
| W349 S1480 S WATERVILLE ROAD | OCONOMOWOC | WI | 53066 | NONE | PC | OPERATING EXPENSES | $75 | |||
| WISCONSIN HISTORICAL FOUNDATION | ||||||||||
| PO BOX 260050 | MADISON | WI | 53726 | NONE | PC | MEMBERSHIP | $115 | |||
| WISCONSIN PARKINSON ASSOCIATION | ||||||||||
| 13400 BISHOPS LANE | BROOKFIELD | WI | 53005 | NONE | PC | OPERATING EXPENSES | $100 | |||
| WISCONSIN PUBLIC RADIO | ||||||||||
| PO BOX 88025 | MILWAUKEE | WI | 53288 | NONE | PC | OPERATING EXPENSES | $100 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,954 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,071 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,071 | 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 | BRUCE LOEB | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8499 JEFFERSON ROAD | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE AND COX STOCK FD | FMV | $16,589 | $17,611 |
| FIDELITY ADVISOR INTL CAPTIAL APPRECIATION FD | FMV | $5,798 | $6,613 |
| VANGUARD U.S. GROWTH FUND | FMV | $7,704 | $8,568 |
| VANGUARD SMALL-CAP GROWTH IND | FMV | $5,028 | $5,541 |
| VANGUARD MID CAP INDEX | FMV | $4,338 | $5,014 |
| VANGUARD INDEX TR 500 ADMIRAL | FMV | $16,456 | $22,609 |
| DODGE AND COX INCOME FD | FMV | $26,948 | $26,796 |
| VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES | FMV | $20,423 | $20,443 |
| HARBRO CAPITAL APPRECIATION FUND | FMV | $7,261 | $7,051 |
| AMERICAN WASHINGTON MUTUAL FUND F-3 | FMV | $3,274 | $3,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTING FEES | CategoryTxt |
| Amt | $1,071 | Amt |
| Net Investment Income | $1,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL FORM 990-PF TAX | $24 | $0 | $0 |
| FOREIGN TAXES | $6 | $6 | $0 |