GREENWALD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREENWALD FAMILY FOUNDATION INC (EIN 46-0619349)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202412679349100706
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T09:33:25-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873834167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCIDA ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20633 WATERTOWN COURT | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | 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 | 460619349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2623634095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 FOX RIVER COURT | AddressLine1Txt |
| City | MUKWONAGO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531499539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL P GREENWALD | PersonNm |
| Person Title | VP, TREASURER | PersonTitleTxt |
| Phone | 2623634095 | PhoneNum |
| Signature | 2024-08-20 | 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 | THOMAS KOPLIN CPA | PreparerPersonNm |
| PTIN | P00297237 | PTIN |
| Phone | 2628601724 | PhoneNum |
| Preparation | 2024-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,754,267 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66,667 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,667 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,634 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,634 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,634 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,500,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $13,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $13,338 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,532,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,301 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,338 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,475 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,710 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,634 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $33,762 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $36,628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $36,628 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $72,865 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $72,865 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,223,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,756 | CashBOYAmt |
| Cash EOY | $48,789 | CashEOYAmt |
| Cash EOYFMV | $48,789 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $407,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,705,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,705,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Assets BOY | $30,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,530,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,754,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,754,267 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $170 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $48 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,530,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,754,219 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,530,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,754,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,530,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,754,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,530,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,223,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,754,219 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,754,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF S100W31244 COUNTY ROAD LO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-11-27 | AcquiredDt |
| Sold | 2023-11-27 | SoldDt |
| Gross Sales Price | $1,500,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,550,000 | CostOrOtherBasisAmt |
| Gain Or Loss | -$50,000 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$50,000 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $875 | SubtotalAmt |
| Tax Based On Investment Income | $875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $830 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $830 | TotalPaymentsAndCreditsAmt |
| Tax Due | $45 | 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 |
| 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 | CHERYL GREENWALD | IndividualWithBooksNm |
| Phone | 2623634095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 FOX RIVER COURT | AddressLine1Txt |
| City | MUKWONAGO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53149 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHERYL P GREENWALD | ||||||||
| 632 OAKLAND AVENUE | MUKWONAGO | WI | 53149 | VP, TREASURE | 000.00 | $0 | $0 | $0 |
| DARWIN D GREENWALD | ||||||||
| 1243 FOX RIVER COURT | MUKWONAGO | WI | 53149 | PRESIDENT/SE | 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 | $4,000,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $687,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,687,462 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,687,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,617,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $875 | TotalTaxAmt |
| Distributable Before Adj | $229,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,526 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $229,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,466 | UndistributedIncomePYAmt |
| Qualifying Distributions | $229,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,466 | AppliedToYear1Amt |
| Applied To Current Year | $60 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $229,923 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| GRACENOTES SYMPHONIC COMMUNITY ORCH | |||||
| S65W32968 SUNRISE LANE | NORTH PRAIRIE | WI | 53153 | CHARITABLE CONTRIBUTION | $750 |
| MUKWONAGO AREA SCHOOL DISTRICT | |||||
| 385 E VETERANS WAY | MUKWONAGO | WI | 53149 | CHARITABLE CONTRIBUTION | $75,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||
| 1150 SANCTUARY PARKWAY | ALPHARETTA | GA | 30009 | CHARITABLE CONTRIBUTION | $153,221 |
| WISCONSIN PHILHARMONIC | |||||
| 234 W MAIN STREET | WAUKESHA | WI | 53186 | CHARITABLE CONTRIBUTION | $555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,526 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,667 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$50,000 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $13,333 |
| RECYCLING FEE | $5 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,301 | ExclusionAmt |
| Related Or Exempt Function Incm | -$36,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,639 | 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 |
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 Person | DARWIN D GREENWALDD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1243 FOX RIVER COURT | AddressLine1Txt |
| City | MUKWONAGO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | S100W31244 COUNTY ROAD LO | NoncashPropertyDesc |
| Fair Market Value | $1,500,000 | FairMarketValueAmt |
| Received | 2023-11-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,710 | Amt |
| Net Investment Income | $3,710 | NetInvestmentIncomeAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL | CategoryTxt |
| Legal Fees | $2,475 | LegalFeesAmt |
| Adjusted Net Income | $2,475 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $30,000 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $12,125 | $12,125 |
| MAINTENANCE AND REPAIRS | $20,168 | $20,168 |
| OFFICE EXPENSE | $128 | $128 |
| UTILITIES | $4,207 | $4,207 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER INCOME | $13,333 | $13,333 |
| RECYCLING FEE | $5 | $5 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREENWALD FAMILY LTD PTNR NOTE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $5,410,080 | LoanOriginalAmt |
| Balance Due | $4,000,000 | BalanceDueAmt |
| Note | 2016-09 | NoteDt |
| Loan Maturity | 2025-08 | LoanMaturityDt |
| Repayment Terms | INT. ONLY ANNUAL, BALLOON | RepaymentTermsTxt |
| Interest | 0.0122 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $35,596 | $2,634 | $32,962 |
| TAXES | $800 | $800 |