EMORY T CLARK FAMILY CHARITABLE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMORY T CLARK FAMILY CHARITABLE (EIN 39-1410324)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-02-09
- IRS object ID
- 202330409349100213
- Schema version
- 2021v4.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-09T11:00:26-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391410324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMORY T CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMOR | BusinessNameControlTxt |
| Phone | 4147655118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US BANK NA PO BOX 7900 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077900 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4147655118 | PhoneNum |
| Signature | 2022-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-11-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,220,731 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $193,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $589,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $589,876 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $99 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $99 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $783,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $780,536 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,145 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,930 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,215 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,135 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,135 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,266 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,266 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,141 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $13,888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $486,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $296,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $713,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,074 | CashBOYAmt |
| Cash EOY | $5,581 | CashEOYAmt |
| Cash EOYFMV | $5,581 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,987 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,149,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,163,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,854,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,233,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,530,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,220,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,233,660 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,530,259 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,233,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,530,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,233,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,530,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,233,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $296,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,530,368 | SubtotalAmt |
| Other Decreases | $109 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,530,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 248.016 BARON EMERGING MARKETS INSTITUTIONAL | 2020-01-30 | 2021-06-02 | $5,012 | $3,604 | $1,408 | $1,408 | |
| 164.474 HARDING LOEVNER INTERNATIONAL EQUITY | 2020-01-03 | 2021-06-02 | $4,997 | $3,923 | $1,074 | $1,074 | |
| 825.537 OBERWIES INTERNATIONAL OPPS INSTL | 2017-05-16 | 2021-06-02 | $14,975 | $9,568 | $5,407 | $5,407 | |
| 954.836 PRICE T ROWE GROWTH STK FD INC COM | 2020-04-22 | 2021-06-02 | $100,095 | $67,432 | $32,663 | $32,663 | |
| 325.499 PRINCIPAL GL R E SEC INS | 2020-06-17 | 2021-06-02 | $3,685 | $3,096 | $589 | $589 | |
| 27482.393 PRINCIPAL GL R E SEC INS | 2013-10-27 | 2021-06-02 | $311,101 | $237,771 | $73,330 | $73,330 | |
| 1022.234 PRICE T ROWE GROWTH STK FD INC COM | 2020-04-22 | 2021-11-02 | $119,479 | $69,890 | $49,589 | $49,589 | |
| 2754.523 CONGRESS MID CAP GROWTH INS | 2019-04-29 | 2021-11-02 | $102,331 | $58,737 | $43,594 | $43,594 | |
| 118.478 VANGUARD 500 IDX ADML | 2020-01-30 | 2021-11-02 | $50,686 | $35,943 | $14,743 | $14,743 | |
| 665.484 DOUBLELINE SHILLER ENHANCED CAPE I | 2020-01-30 | 2021-11-08 | $15,013 | $10,987 | $4,026 | $4,026 | |
| 83.473 PRICE T ROWE GROWTH STK FD INC COM | 2020-04-22 | 2021-11-08 | $10,020 | $5,707 | $4,313 | $4,313 | |
| 34.555 VANGUARD 500 IDX ADML | 2020-01-30 | 2021-11-08 | $15,013 | $10,483 | $4,530 | $4,530 | |
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P | |||||
| CAPITAL GAIN DIVIDENDS | $354,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $589,876 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,716 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,237 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,953 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147655017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2043 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532019116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| U S BANK N A | ||||||
| PO BOX 2043 | MILWAUKEE | WI | 53201 | TRUSTEE | 2 | $72,145 |
| WENDY GAHN-ACKLEY | ||||||
| N61 W29181 PARKSIDE PLACE | HARTLAND | WI | 53029 | TRUSTEE | 1 | $0 |
| PATRICK GOEBEL | ||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 532024461 | TRUSTEE | 1 | $0 |
| LINDA J HANSEN | ||||||
| 4777 HEWITTS POINT RD | OCONOMOWOC | WI | 530663318 | EXECUTIVE DIRECTOR | 40 | $13,000 |
| MARTHA HANSEN | ||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 532024461 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,579,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,752,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,752,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,605,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,917 | TotalTaxAmt |
| Distributable Before Adj | $470,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $470,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $470,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,254 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $419,254 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,097 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $419,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $419,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,118 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,118 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $287,835 | 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 | $78,579 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $209,256 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,097 | ExcessFromYear4Amt |
| Excess From Year3 | $35,461 | ExcessFromYear3Amt |
| Excess From Year2 | $35,443 | ExcessFromYear2Amt |
| Excess From Year1 | $1,255 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA HANSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N EXECUTIVE DR STE 363 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530056070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4147655118 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE AGENCY AND A BRIEF SUMMARY OF THE PROJECT FOR WHICH FUNDS ARE REQUESTED. INCLUDE EVIDENCE THE ORGANIZATION IS TAX EXEMPT UNDER SEC 501(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO ORGANIZATIONS DESCRIBED IN SEC 501(C)(3) AND NO PRIVATE NONOPERATING FOUNDATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAITH HOPE & LOVE | |||||||
| 740 COLLEGE AVE | RACINE | WI | 53403 | NONE | PC | GENERAL OPERATING | $5,000 |
| LIFESTRIDERS | |||||||
| S11 W29667 SUMMIT AVE | WAUKESHA | WI | 53188 | NONE | PC | GENERAL OPERATING | $30,000 |
| YOU ARE THE HERO IN | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $12,000 |
| PENEFIELD CHILDREN'S CENTER | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $30,000 |
| JUNIOR ACHIEVEMENT OF WI | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | PC | PC | GENERAL OPERATING | $5,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $35,000 |
| SOJOURNER FOUNDATION | |||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $15,000 |
| EXCEPTIONAL EQUESTRIANS | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $10,000 |
| WARRIOR SONGS | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERLA OPERATING | $5,000 |
| UNITED COMMUNITY CENTER | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL OPERATING | $20,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 788 N JEFFERSON ST STE 600 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL OPERATING | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | GENERAL OPERATING | $15,000 |
| SHARP LITERACY INC | |||||||
| 750 N LINCOLN MEMORIAL DR STE 311 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $15,000 |
| ABOVE THE CLOUDS INC | |||||||
| PO BOX 16122 | MILWAUKEE | WI | 53216 | NONE | PC | GENERAL OPERATING | $15,000 |
| ZACHARIAH'S ACRES | |||||||
| 16575 PATRICIA LANE | BROOKFIELD | WI | 53005 | NONE | PC | GENERAL OPERATING | $25,000 |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | Waukesha | WI | 53186 | NONE | PC | GENERAL OPERATING | $4,000 |
| DISCOVERY WORLD LTD | |||||||
| 500 NORTH HARBOR DRIVE | Milwaukee | WI | 53202 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST ANN CNTR OF INTERGENERATIONAL | |||||||
| 2801 E MORGAN AVE | Milwaukee | WI | 53207 | NONE | PC | GENERAL OPERATING | $15,000 |
| GIFT OF ADOPTION FUND | |||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | PC | GENERAL OPERATING | $10,000 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 10005 W BLUEMOUND RD | Milwaukee | WI | 53226 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST AUGUSTINE PREPARATORY ACADEMY | |||||||
| 2607 SOUTH 5TH ST | MILWAUKEE | WI | 53207 | NONE | PC | GENERAL OPERATING | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $589,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $783,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $783,033 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287804 ISHARES CORE S P SMA | AT COST | $124,506 | $161,820 |
| 674375704 OBERWIES INTERNATION | AT COST | $113,772 | $111,847 |
| 31420B300 FEDERATED HERMES INS | AT COST | $192,000 | $183,112 |
| 74254V273 PRINCIPAL GL R E SEC | |||
| 741479109 PRICE T ROWE GROWTH | AT COST | $473,819 | $896,991 |
| 412295107 HARDING LOEVNER INTE | AT COST | $244,859 | $299,974 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $296,945 | $396,207 |
| 06828M876 BARON EMERGING MARKE | AT COST | $200,931 | $250,508 |
| 258620822 DOUBLELINE SHILLER E | AT COST | $554,013 | $563,844 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $214,364 | $233,310 |
| 72369L107 PIONEER ILS INTERVAL | AT COST | $236,436 | $238,445 |
| 921937694 VANGUARD MIDCAP VALU | AT COST | $387,838 | $583,308 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $1,004,723 | $1,646,230 |
| 74316J458 CONGRESS MID CAP GRO | AT COST | $299,601 | $529,832 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,180,948 | $1,143,706 |
| 74440B884 PGIM TOTAL RETURN BO | AT COST | $1,125,000 | $1,047,466 |
| 36381Y108 MONDRIAN INTERNATION | AT COST | $129,000 | $135,642 |
| 101156602 BOSTON TRUST WALDEN | AT COST | $77,000 | $106,811 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $307,936 | $325,110 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJ | Desc |
| Amt | $109 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARIAL SERVICES | $13,829 | $0 | $13,829 |
| EXPENSE REIMBURSEMENTS | $59 | $0 | $59 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $99 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $99 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,460 | $1,460 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $681 | $681 | $0 |