DEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE FAMILY FOUNDATION INC (EIN 39-1966116)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349105054
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T16:19:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391520996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSON & ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WEST COLLEGE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391966116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVINE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEVIN DEVINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 6088779516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DEVINE | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | DEVINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY AYALA-RUTTER | PreparerPersonNm |
| PTIN | P02338471 | PTIN |
| Phone | 9207334957 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $673,225 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,130 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,130 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,130 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $560 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,400 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,130 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,759 | CashBOYAmt |
| Cash EOY | $6,693 | CashEOYAmt |
| Cash EOYFMV | $6,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,913 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $580,181 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $570,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $661,619 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $588,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $582,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $588,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $582,282 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $582,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $582,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,789 | ExcessRevenueOverExpensesAmt |
| Subtotal | $582,282 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $582,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGRD BAL IDX | P | 2012-01-03 | 2023-08-04 | $10,000 | $6,123 | $3,877 | $3,877 |
| VNGRD BAL IDX | P | 2012-01-03 | 2020-11-13 | $5,000 | $3,152 | $1,848 | $1,848 |
| VNGRD WELLINGTON | P | 2012-04-09 | 2023-11-13 | $5,000 | $4,693 | $307 | $307 |
| VNGRD TTL INTL STK ADML | P | 2011-07-08 | 2023-08-04 | $5,000 | $4,203 | $797 | $797 |
| VNGRD S/TRM INVT GR ADML | P | 2011-04-04 | 2023-11-13 | $5,000 | $5,407 | -$407 | -$407 |
| VNGRD BAL IDX ADML | P | 2023-03-22 | $3,994 | $3,994 | $3,994 | ||
| VNGRD WELLINGTON ADML | P | 2023-12-15 | $5,680 | $5,680 | $5,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $490 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $490 | SubtotalAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Tax Due | $50 | TaxDueAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN DEVINE | IndividualWithBooksNm |
| Phone | 6088779516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| WILLIAM DEVINE | ||||||||
| 122 WOODSIDE CT | NEENAH | WI | 54956 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 9816 SEASONS EAST DRIVE 215 | INDIANAPOLIS | IN | 46280 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID DEVINE | ||||||||
| 1705 WATER ST | TUCSON | AZ | 85719 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BETSY DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | SECRETARY | 000.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 1839 LOST DAUPHIN RD | DE PERE | WI | 54115 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANIEL DEVINE | ||||||||
| 5115 N KENWOOD AVE | INDIANAPOLIS | IN | 46208 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| DAWN O'BRIEN | ||||||||
| 4813 N FUJI DR | APPLETON | WI | 54913 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATIE DEVINE | ||||||||
| 107 CROOKED TREE CIRCLE | DEFOREST | WI | 53532 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $647,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $654,018 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $654,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $644,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $490 | TotalTaxAmt |
| Distributable Before Adj | $31,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,720 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,193 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,156 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,280 | RemainingDistriFromCorpusAmt |
| Total Corpus | $89,743 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,156 | ExcessFromYear4Amt |
| Excess From Year3 | $13,705 | ExcessFromYear3Amt |
| Excess From Year2 | $15,941 | ExcessFromYear2Amt |
| Excess From Year1 | $5,468 | ExcessFromYear1Amt |
| Excess From Current Year | $9,280 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ST VINCENT DE PAUL SOCIETY | ||||||||
| PO BOX 259686 | 2033 FISH HATCHERY RD | MADISON | WI | 53725 | NO RELATIONSHIP | N/A | DONATION | $20,500 |
| DENIYE MITCHELL | ||||||||
| 2702 COOLIDGE ST | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MAKELA HUMKE | ||||||||
| 201 E MINNEHAHA AVE | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MANOLO DELGADO | ||||||||
| 1690 NORTH MARSHALL STREE | MILWAUKEE | WI | 53202 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| BRANDEE SCHUMANN | ||||||||
| 2545 AIRPORT RD | APT 10 | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 |
| SOLEDAD OROZCO | ||||||||
| 7130 TREE LN | MADISON | WI | 53717 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| IZEL NESIMOGLU | ||||||||
| 2414 COMMONWEALTH AVE | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| SHANYA PEELER | ||||||||
| 2918 TURBOT DR | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| LIZBETH PEREZ-ALVAREZ | ||||||||
| 510 N MEADOW LN | MADISON | WI | 53705 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| ARACELY MOREL | ||||||||
| 7118 TREE LANE | MADISON | WI | 53717 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| ASHZIANNA ALEXANDER | ||||||||
| 1515 PARK CIRCLE | SUN PRAIRIE | WI | 53590 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| VANESSA KOWALSKI | ||||||||
| 326 EAST HOWARD STREET | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| OLIVIA RODRIGUEZ | ||||||||
| 221 DENTARIA DR | COTTAGE GROVE | WI | 53527 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| MOTH VARDA | ||||||||
| 26 CAMBRIDGE RD | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| CHRISTOPHER MALY | ||||||||
| 2245 ROWLEY AVE | MADISON | WI | 53726 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| DAQUAN REYNOLDS | ||||||||
| 1114 WAYRIDGE DR | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,066 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,066 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,196 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $560 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VNGRD WELLESLY INC ADML | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $1,970 | GrossSalesPriceAmt |
| Total Net | $1,970 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $570,676 | BookValueAmt |
| EOYFMV | $661,619 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE | |
| WI DEPT OF FINANCIAL INSTITUT | $25 |
| MISCELLANEOUS EXPENSE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,400 | Amt |