EMORY T CLARK FAMILY CHARITABLE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EMORY T CLARK FAMILY CHARITABLE (EIN 39-1410324)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-09
- IRS object ID
- 202400409349100315
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-09T11:00:13-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391410324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMORY T CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMOR | BusinessNameControlTxt |
| Phone | 4147655118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US BANK NA PO BOX 0634 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4147655118 | PhoneNum |
| Signature | 2024-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-01-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,882,801 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $193,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,322,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $393 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $393 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $185,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,483 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,511 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,971 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,456 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,456 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,859 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,859 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,975 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $16,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$323,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,581 | CashBOYAmt |
| Cash EOY | $8,887 | CashEOYAmt |
| Cash EOYFMV | $8,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $360,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,314 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,163,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,840,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,514,600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,530,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,208,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,882,801 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,530,259 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,208,490 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,530,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,208,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,530,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,208,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,530,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$323,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,614 | OtherIncreasesAmt |
| Subtotal | $7,208,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,208,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 33582.116 DOUBLELINE SHILLER ENHANCED CAPE I | 2020-01-30 | 2022-07-05 | $467,127 | $554,013 | -$86,886 | -$86,886 | |
| 856.702 PRICE T ROWE GROWTH STK FD INC COM | 2021-12-14 | 2022-07-05 | $59,618 | $90,099 | -$30,481 | -$30,481 | |
| 904.379 PRICE T ROWE GROWTH STK FD INC COM | 2020-04-22 | 2022-07-05 | $62,936 | $72,856 | -$9,920 | -$9,920 | |
| 1678.047 CONGRESS MID CAP GROWTH INS | 2017-02-14 | 2022-07-05 | $40,189 | $31,143 | $9,046 | $9,046 | |
| 1622.876 VANGUARD MIDCAP VALUE INDEX ADMIRAL | 2020-01-03 | 2022-07-05 | $109,382 | $103,021 | $6,361 | $6,361 | |
| 424.857 VANGUARD 500 IDX ADML | 2020-01-03 | 2022-07-05 | $150,263 | $127,771 | $22,492 | $22,492 | |
| 3184.166 MONDRIAN INTERNATIONAL VALUE EQUITY | 2020-11-16 | 2022-11-01 | $37,350 | $44,776 | -$7,426 | -$7,426 | |
| 980.393 HARDING LOEVNER INTERNATIONAL EQUITY | 2020-01-03 | 2022-11-01 | $21,245 | $23,306 | -$2,061 | -$2,061 | |
| 498. ISHARES CORE MSCI EAFE ETF | 2016-04-06 | 2022-11-01 | $27,980 | $25,944 | $2,036 | $2,036 | |
| 1019.109 OBERWIES INTERNATIONAL OPPS INSTL | 2017-05-16 | 2022-11-01 | $8,112 | $11,811 | -$3,699 | -$3,699 | |
| 1699.424 PRICE T ROWE GROWTH STK FD INC COM | 2020-04-22 | 2022-11-01 | $113,046 | $116,190 | -$3,144 | -$3,144 | |
| 447.428 VANGUARD 500 IDX ADML | 2019-11-06 | 2022-11-01 | $159,343 | $128,872 | $30,471 | $30,471 | |
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $65,702 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,053 | OverpaymentAmt |
| Applied To ES Tax | $1,868 | AppliedToESTaxAmt |
| Refund | $6,185 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082524297 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| U S BANK N A | ||||||
| PO BOX 2043 | MILWAUKEE | WI | 53201 | TRUSTEE | 2 | $58,483 |
| WENDY GAHN-ACKLEY | ||||||
| N61 W29181 PARKSIDE PLACE | HARTLAND | WI | 53029 | TRUSTEE | 1 | $0 |
| PATRICK GOEBEL | ||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 532024461 | TRUSTEE | 1 | $0 |
| LINDA J HANSEN | ||||||
| 4777 HEWITTS POINT RD | OCONOMOWOC | WI | 530663318 | EXECUTIVE DIRECTOR | 40 | $13,000 |
| MARTHA HANSEN | ||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 532024461 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,684,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,029,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,029,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,908,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,867 | TotalTaxAmt |
| Distributable Before Adj | $393,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $393,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $393,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $434,719 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $393,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,398 | 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 | $137,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,461 | ExcessFromYear4Amt |
| Excess From Year3 | $35,443 | ExcessFromYear3Amt |
| Excess From Year2 | $1,255 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $41,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA HANSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N EXECUTIVE DR STE 363 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530056070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4147655118 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE AGENCY AND A BRIEF SUMMARY OF THE PROJECT FOR WHICH FUNDS ARE REQUESTED. INCLUDE EVIDENCE THE ORGANIZATION IS TAX EXEMPT UNDER SEC 501(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO ORGANIZATIONS DESCRIBED IN SEC 501(C)(3) AND NO PRIVATE NONOPERATING FOUNDATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LA CASA DE ESPERANZA INC | |||||||
| 410 ARCADIAN AVE | WAUKESHA | WI | 53186 | NONE | PC | GENERAL OPERATING | $10,000 |
| BENEDICT CENTER | |||||||
| 1849 N DOCTOR MLK JR DR 101 | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING | $5,000 |
| FAITH HOPE & LOVE | |||||||
| 740 COLLEGE AVE | RACINE | WI | 53403 | NONE | PC | GENERAL OPERATING | $5,000 |
| LIFESTRIDERS | |||||||
| S11 W29667 SUMMIT AVE | WAUKESHA | WI | 53188 | NONE | PC | GENERAL OPERATING | $10,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | GENERAL OPERATING | $70,000 |
| UNITED COMMUNITY CENTER | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL OPERATING | $20,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 788 N JEFFERSON ST STE 600 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL OPERATING | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | GENERAL OPERATING | $15,000 |
| SHARP LITERACY INC | |||||||
| 750 N LINCOLN MEMORIAL DR STE 311 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $25,000 |
| ABOVE THE CLOUDS INC | |||||||
| PO BOX 16122 | MILWAUKEE | WI | 53216 | NONE | PC | GENERAL OPERATING | $25,000 |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | Waukesha | WI | 53186 | NONE | PC | GENERAL OPERATING | $4,000 |
| DISCOVERY WORLD LTD | |||||||
| 500 NORTH HARBOR DRIVE | Milwaukee | WI | 53202 | NONE | PC | GENERAL OPERATING | $22,500 |
| ST ANN CNTR OF INTERGENERATIONAL | |||||||
| 2801 E MORGAN AVE | Milwaukee | WI | 53207 | NONE | PC | GENERAL OPERATING | $15,000 |
| GIFT OF ADOPTION FUND | |||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | PC | GENERAL OPERATING | $10,000 |
| ST AUGUSTINE PREPARATORY ACADEMY | |||||||
| 2607 SOUTH 5TH ST | MILWAUKEE | WI | 53207 | NONE | PC | GENERAL OPERATING | $20,000 |
| JOURNEY21 | |||||||
| 1671 OLD SCHOOL HOUSE RD | OCONOMOWOC | WI | 53066 | NONE | PC | GENERAL OPERATING | $40,000 |
| JUNIOR ACHIEVEMENT OF WIS | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | GENERAL OPERATING | $7,500 |
| ZACHARIAH'S ACRES | |||||||
| 16575 PATRICIA LANE | BROOKFIELD | WI | 53005 | NONE | PC | GENERAL OPERATING | $55,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,510 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $185,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,944 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287804 ISHARES CORE S P SMA | AT COST | $124,506 | $145,050 |
| 674375704 OBERWIES INTERNATION | AT COST | $101,960 | $80,486 |
| 31420B300 FEDERATED HERMES INS | AT COST | $192,000 | $165,172 |
| 74254V273 PRINCIPAL GL R E SEC | |||
| 741479109 PRICE T ROWE GROWTH | AT COST | $194,673 | $462,903 |
| 412295107 HARDING LOEVNER INTE | AT COST | $221,553 | $258,085 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $271,001 | $347,754 |
| 06828M876 BARON EMERGING MARKE | AT COST | $200,931 | $222,139 |
| 258620822 DOUBLELINE SHILLER E | |||
| 46434G103 ISHARES CORE MSCI EM | AT COST | $214,364 | $204,918 |
| 72369L107 PIONEER ILS INTERVAL | AT COST | $236,436 | $238,731 |
| 921937694 VANGUARD MIDCAP VALU | AT COST | $284,817 | $409,943 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $748,080 | $1,161,682 |
| 74316J458 CONGRESS MID CAP GRO | AT COST | $268,458 | $411,270 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,187,350 | $1,065,748 |
| 74440B884 PGIM TOTAL RETURN BO | AT COST | $1,125,000 | $908,006 |
| 36381Y108 MONDRIAN INTERNATION | AT COST | $84,224 | $87,596 |
| 101156602 BOSTON TRUST WALDEN | AT COST | $77,000 | $100,319 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $307,936 | $249,120 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $400,000 | $391,811 |
| 56064L298 MAINSTAY CBRE GLOBAL | AT COST | $200,000 | $202,264 |
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $400,000 | $401,603 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARIAL SERVICES | Desc |
| Revenue And Expenses Per Books | $16,923 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,923 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $393 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $393 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJ | Desc |
| Amt | $1,614 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,600 | $1,600 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $8,237 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,884 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $375 | $375 | $0 |