GROVER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GROVER FAMILY FOUNDATION INC (EIN 39-1768404)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-11-13
- IRS object ID
- 202423189349100607
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T05:22:28-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391768404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grover Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Carol Grover | InCareOfNm |
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 9204588573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 Phillip Court | AddressLine1Txt |
| City | Kohler | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL GROVER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9204588573 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,249,004 | 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 |
| Interest On Sav Rev And Expnss | $9,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,725 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,725 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $83,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,403 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $83,403 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $216,955 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $37,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,712 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $37,712 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $130,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $347,795 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $130,840 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,233 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $12,233 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,233 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,041 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,041 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,041 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,274 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,274 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,274 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,274 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,566 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,221 | CashEOYAmt |
| Cash EOYFMV | $5,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,920 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $390,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $907,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $992,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,015,778 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $683,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,173,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,209,085 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,000,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,189,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,249,004 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,000,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,189,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,000,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,189,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,000,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,189,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,000,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $216,971 | OtherIncreasesAmt |
| Subtotal | $2,189,742 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,189,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,594 | SubtotalAmt |
| Tax Based On Investment Income | $4,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,193 | TotalPaymentsAndCreditsAmt |
| Overpayment | $599 | OverpaymentAmt |
| Applied To ES Tax | $599 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol A Grover | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204588573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 Phillip Court | AddressLine1Txt |
| City | Kohler | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL A GROVER | ||||||
| 221 Phillip Court | Kohler | WI | 53044 | President | 0.000 | $0 |
| DEBORAH WENTE | ||||||
| 4530 Pheasant Lane | Sheboygan | WI | 53081 | Vice President | 0.000 | $0 |
| KAREN G SCOTT | ||||||
| 2298 Timothy Drive | Glenview | IL | 60026 | Secretary | 0.000 | $0 |
| ROBERT B GROVER | ||||||
| 2715 Whitchurch | Naperville | IL | 60564 | Treasurer | 0.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provides contributions to other charitable organizations The Foundation does not directly conduct charitable programs or activities | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,050,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,069,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,069,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,023,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,594 | TotalTaxAmt |
| Distributable Before Adj | $146,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,874 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $158,874 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,581 | UndistributedIncomePYAmt |
| Qualifying Distributions | $158,874 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,581 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,293 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,279 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R BRUCE GROVER DECEASED | ContributingManagerNm |
| Contributing Manager | CAROL A GROVER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL A GROVER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 Phillip Court | AddressLine1Txt |
| City | Kohler | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204588573 | RecipientPhoneNum |
| Form And Info And Materials | Any form acceptable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Support for organizations working to improve quality of life | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Early Bird Rotary | ||||||
| 1502 S 12th Street | Sheboygan | WI | 53081 | PC | Education | $2,500 |
| University of Chicago Booth Business | ||||||
| 5235 South Harper Court | Chicago | IL | 60615 | PC | Education | $100 |
| Sharon S Richardson Community Hospice | ||||||
| W 2850 State Road 28 | Sheboygan Falls | WI | 53085 | PC | Community | $5,000 |
| Above & Beyond Childrens Museum | ||||||
| 902 North 8th Street | Sheboygan | WI | 53081 | PC | Community | $5,000 |
| What If Foundation | ||||||
| 1569 Solano Avenue Ste 192 | Berkeley | CA | 94707 | PC | Community | $10,000 |
| Common Hope | ||||||
| 1400 Energy Park Drive Ste 23 | St Paul | MN | 55108 | PC | Community | $1,680 |
| Plymouth Art Center | ||||||
| P O Box 253 | Plymouth | WI | 53073 | PC | Community | $500 |
| Common Hope | ||||||
| 1400 Energy Park Drive Ste 23 | St Paul | MN | 55108 | PC | Community | $500 |
| Rotary Foundation | ||||||
| One Rotary Center 1500 Sherman Ave | Evanston | IL | 602013698 | PC | Community | $7,500 |
| Congregational Church | ||||||
| 310 Bluff Avenue | Sheboygan | WI | 53081 | PC | Community | $1,000 |
| Big Brothers and Big Sisters | ||||||
| 632 North 8th Streeet | Sheboygan | WI | 53081 | PC | Community | $2,000 |
| Reins | ||||||
| W2647 County Road O | Sheboygan Falls | WI | 53085 | PC | Community | $1,220 |
| PCS | ||||||
| 6900 E Bellview Avenue Ste 202 | Greenwood Village | CO | 80111 | PC | Scientific | $5,000 |
| Mead Public Library | ||||||
| South 8th Street | Sheboygan | WI | 53081 | PC | Community | $250 |
| Dementia Innovations | ||||||
| 627 North 8th Steet | Sheboygan | WI | 53081 | PC | Scientific | $10,000 |
| Camp Evergreen | ||||||
| 712 Riverfront Drive Ste 301 | Sheboygan | WI | 53081 | PC | Community | $10,000 |
| YMCA | ||||||
| Broughton Drive | Sheboygan | WI | 53081 | PC | Community | $100 |
| Lakeland University | ||||||
| W3718 South Drive | Plymouth | WI | 53073 | PC | Education | $10,000 |
| AAUW Stem | ||||||
| 1127 Swift Avenue | Sheboygan | WI | 53081 | PC | Scientific | $250 |
| Lamp for Haiti | ||||||
| P O Box 187 | Montclair | NJ | 07042 | PC | Community | $1,000 |
| Making Spirits Bright | ||||||
| P O Box 441 | Sheboygan | WI | 530820441 | PC | Community | $10,000 |
| MIT | ||||||
| 77 Massachusetts Avenue | Cambridge | MA | 021394307 | PC | Education | $500 |
| SPEF - Kristin | ||||||
| 605 North 8th Street Ste 214 | Sheboygan | WI | 53081 | PC | Education | $10,000 |
| Sheboygan County Food Bank | ||||||
| 3115 North 21st Street | Sheboygan | WI | 53081 | PC | Community | $1,000 |
| University of Wisconsin Foundation | ||||||
| 1848 University Avenue | Madison | WI | 537264090 | PC | Education | $500 |
| Sheboygan County Food Bank | ||||||
| 3115 North 21st Street | Sheboygan | WI | 53081 | PC | Community | $1,500 |
| Fresh Meals on Wheels | ||||||
| 1004 South Taylor Drive | Sheboygan | WI | 53081 | PC | Community | $5,000 |
| Rotary International | ||||||
| One Rotary Center | Evanston | IL | 60201 | PC | Community | $1,000 |
| Sheboygan Senior Community | ||||||
| 3505 County Road Y | Sheboygan | WI | 53083 | PC | Community | $2,500 |
| Chicago Charter School | ||||||
| 5235 South Harper Ste 4th Floor | Chicago | IL | 60615 | PC | Education | $10,000 |
| Marquette University | ||||||
| 1250 West Wisconsin Avenue | Milwaukee | WI | 532011881 | PC | Education | $25,000 |
| Sturgeon Bay Youth Foundation | ||||||
| 606 Nautical Drive | Sturgeon Bay | WI | 54235 | PC | Community | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,725 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,403 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $216,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $347,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,796 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dodge Cox | $261,000 | $275,890 |
| Vanguard Short Term Inv | $422,000 | $443,195 |
| Vanguard Federal Money Market | $490,000 | $490,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US Small Cap | $258,000 | $292,460 |
| Europacific | $198,411 | $245,720 |
| IShares | $140,869 | $716,987 |
| MFS | $188,033 | $244,477 |
| Vanguard Instl Index | $207,286 | $516,134 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Europacific Cost Basis Ad | Desc |
| Amt | $2 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Europacific Growth Cap Gain Distr | $4,578 | $4,578 | $4,578 |
| MFS Intl Cap Gain Distr | $22,165 | $22,165 | $22,165 |
| Vanguard Instl Index Cap Gain Distr | $4,951 | $4,951 | $4,951 |
| Vanguard Instl Index Cap Gain Distr | $1,207 | $1,207 | $1,207 |
| Europacific Growth Cap Gain Distr | $4,811 | $4,811 | $4,811 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Gains | $216,955 |
| MFS Cost Basis Adj | $13 |
| Miscellaneous | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Asset Based Fee | $12,208 | $12,208 | $12,208 | $12,208 |
| Wisconsin Annual Report | $25 | $25 | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Estimates | CategoryTxt |
| Amt | $5,041 | Amt |
| Net Investment Income | $5,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,041 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,041 | DisbursementsCharitablePrpsAmt |