MOTOR CASTINGS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOTOR CASTINGS FOUNDATION INC (EIN 39-6086724)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-12-19
- IRS object ID
- 202433549349101303
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-19T13:01:19-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391453055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VRAKAS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 SOUTH MOORLAND RD SUITE 400 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396086724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOTOR CASTINGS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOTO | BusinessNameControlTxt |
| Phone | 4144761434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13605 CEDAR LAKE ROAD | AddressLine1Txt |
| City | KIEL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F KEMPEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4144761434 | PhoneNum |
| Signature | 2024-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN MICHAELSON | PreparerPersonNm |
| PTIN | P00748764 | PTIN |
| Phone | 2627970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $427,893 | 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 | $1,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,741 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $894 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,251 | CashBOYAmt |
| Cash EOY | $4,788 | CashEOYAmt |
| Cash EOYFMV | $4,788 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,874 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $332,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,549 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $423,105 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $377,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $347,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $427,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $377,970 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $347,337 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $377,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $347,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $377,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $347,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $377,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $347,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $347,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO - PUBLICLY TRADED | P | $73,274 | $72,108 | $1,166 | $1,166 |
| WELLS FARGO - PUBLICLY TRADED | P | $42,559 | $42,516 | $43 | $43 |
| CAPITAL GAINS DIVIDENDS | P | $10,919 | $10,919 | $10,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $391 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $391 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $212 | OverpaymentAmt |
| Applied To ES Tax | $212 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR JOSEPH KEMPEN | IndividualWithBooksNm |
| Phone | 4144761434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13605 CEDAR LAKE ROAD | AddressLine1Txt |
| City | KIEL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SOMMERHAUSER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GODFREY KAHN SC 780 N WATER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES. AS NEEDED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $392,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $421,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $414,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179 | TotalTaxAmt |
| Distributable Before Adj | $20,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,721 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,541 | 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 | $20,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,062 | ExcessFromYear4Amt |
| Excess From Year3 | $24,721 | ExcessFromYear3Amt |
| Excess From Year2 | $13,074 | ExcessFromYear2Amt |
| Excess From Year1 | $2,992 | ExcessFromYear1Amt |
| Excess From Current Year | $22,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH KEMPEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13605 CEDAR LAKE ROAD | AddressLine1Txt |
| City | KIEL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144761434 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AURORA HEALTHCARE | ||||||
| 8901 W LINCOLN AVE | WEST ALLIS | WI | 53227 | PC | CHARITABLE ACTIVITIES OF THE HOSPITAL | $12,500 |
| BOY SCOUTS OF AMERICA | ||||||
| 330 S 84TH STREET | MILWAUKEE | WI | 53214 | PC | SUPPORT FOR YOUTH PROGRAMS | $500 |
| BOYS AND GIRLS CLUBS | ||||||
| 1558 N 6TH PLACE | MILWAUKEE | WI | 53212 | PC | BOYS AND GIRLS ACTIVITY PROGRAMMING | $500 |
| BOY'S HOPEGIRL'S HOPE | ||||||
| 1100 N LARAMIE AVE | WILMETTE | IL | 60091 | PC | SUPPORT FOR DISADVANTAGED YOUTH | $500 |
| CATHOLIC CHARITIES | ||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53209 | PC | CHARITABLE PROGRAM SUPPORT | $1,000 |
| CHILDREN'S CRANIOFACIAL ASSOCIATION | ||||||
| 13140 COIT ROAD SUITE 517 | DALLAS | TX | 75240 | PC | CHARITABLE ACTIVITIES | $500 |
| CHRISTO REY MILWAUKEE | ||||||
| 1818 W NATIONAL AVE | MILWAUKEE | WI | 53204 | PC | CATHOLIC SCHOOL SUPPORT | $5,000 |
| FAMILY SERVICES | ||||||
| 3200 W HIGHLAND BLVD | MILWAUKEE | WI | 53208 | PC | SUPPORT FOR DISADVANTAGED FAMILIES | $500 |
| GEORGE BARKER SCHOLARSHIP FUND | ||||||
| 1120 NORIDGE TRAIL | PORT WASHINGTON | WI | 53074 | PC | SCHOLARSHIPS | $500 |
| ROTARY INTERNATIONAL | ||||||
| 1 ROTARY CENTER | EVANSVILLE | IL | 60201 | PC | CHARITABLE ACTIVITIES OF ROTARY INTERNATIONAL | $1,000 |
| SOJOURNER'S TRUTH HOUSE | ||||||
| PO BOX 08110 | MILWAUKEE | WI | 53208 | PC | SUPPORT FOR DISADVANTAGED FAMILIES | $500 |
| THE DOMINICAN CENTER | ||||||
| 2470 W LOCUST ST | MILWAUKEE | WI | 53206 | PC | SUPPORT FOR DISADVANTAGED WOMEN | $500 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 400 MAIN BLDG | NOTRE DAME | IN | 46556 | PC | SCHOLARSHIPS | $10,000 |
| UW-EAU CLAIRE FOUNDATION | ||||||
| PO BOX 4004 | EAU CLAIRE | WI | 547024004 | PC | SCHOLARSHIPS | $2,500 |
| WEST ALLIS POLICE DEPARTMENT | ||||||
| 11301 W LINCOLN AVE | WEST ALLIS | WI | 53219 | PC | DOMESTIC VIOLENCE PROGRAM SUPPORT AND YOUTH PROGRAMS | $6,000 |
| WEST ALLIS ROTARY | ||||||
| 1942 S 79TH ST | WEST ALLIS | WI | 53219 | PC | CHARITABLE ACTIVITES OF THE WEST ALLIS ROTARY CLUB | $1,000 |
| NOTRE DAME ACADEMY | ||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 54303 | PC | SCHOLARSHIPS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,266 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,741 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,741 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $1,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 875.645 SHS JP MORGAN SMALL CAP GROWTH | $18,387 | $19,001 |
| 385.371 SHS BLACKROCK HL | $25,037 | $29,801 |
| 801.249 SHS INVESCO COMSTOCK FUND | $21,234 | $24,951 |
| 842.157 SHS LORD ABBETT GROWTH LEADERS FUND | $26,201 | $36,887 |
| 75.000 SHS ISHARES RUSSELL 1000 GROWTH | $12,152 | $28,153 |
| 174.761 SHS JANUS HENDERSON ENTERPRISE FUND I | $23,896 | $26,614 |
| 2808.776 SHS LOOMIS SAYLES GROWTH FUND CL Y | $51,824 | $80,162 |
| 439.453 SHS MFS SER TR I VALUE FD CL I | $21,449 | $23,845 |
| 661.169 SHS FIDELITY ADVISOR EQTY GROWTH CL I | $10,493 | $16,675 |
| 1228.318 SHS FIDELITY ADVISOR FLOATING RATE HIGH INC CL I | $11,322 | $11,350 |
| 898.622 SHS AMERICAN FUNDS THE BOND FUND OF AMERICA | $10,784 | $10,451 |
| 2722.956 SHS LORD ABBETT INVT TR SHORT DURATION INCOME FD CLASS I | $10,571 | $10,620 |
| 100.000 SHS SPDR S&P DIVIDEND | $12,188 | $14,204 |
| 250.000 SHS VANGUARD SHORT TERM | $12,001 | $12,328 |
| 15743.48 SHS FIDELITY FUNDS FIDELITY TREASURY | $15,743 | $15,743 |
| 350.000 SHS SPDR BLOOMBERG | $32,068 | $32,133 |
| 150.000 SHS SPDR PORFOLIO LARGE CAP | $9,199 | $10,127 |
| 106.232 SHS JOHN HANCOCK FUNDS III | $3,000 | $3,271 |
| 252.016 SHS PGIM JENNISON MID-CAP GROWTH | $5,000 | $5,436 |
| 99.207 SHS VANGUARD | $10,000 | $11,353 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEE | $4,205 | $4,205 | $0 |
| REGISTRATION FEE | $25 | $25 | $0 |
| POSTAGE | $75 | $75 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $642 | $642 | $0 |
| TAX EXPENSE | $252 | $252 | $0 |