DARREN AND TERRY JACKSON FOUNDATIONINC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DARREN AND TERRY JACKSON FOUNDATIONINC (EIN 20-5941634)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349103317
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:03:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205941634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARREN AND TERRY JACKSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DARR | BusinessNameControlTxt |
| Phone | 6516980198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 N FRANKLIN PL 2006 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN JACKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6516980198 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARREN | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | MITCHELL W JOHNSON JD CPA | PreparerPersonNm |
| PTIN | P01324865 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,337,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $83,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,624,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,760 | 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 |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $300 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $80,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,060 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $894,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $811,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$830,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $316,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $681,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $681,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,897,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,702,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,638,114 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,120,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,018,051 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,018,051 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,875 | OtherAssetsBOYAmt |
| Other Assets EOY | $423 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,336,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,401,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,337,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $890,989 | CapitalStockBOYAmt |
| Capital Stock EOY | $890,989 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,445,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,510,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,336,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,401,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,336,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,401,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,336,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$830,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,505,747 | SubtotalAmt |
| Other Decreases | $103,801 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,401,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $3,600,166 | $3,644,411 | -$44,245 | -$44,245 |
| CAPITAL GAINS DIVIDENDS | P | $24,381 | $24,381 | $24,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $769 | 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 | $769 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $758 | OverpaymentAmt |
| Applied To ES Tax | $758 | 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 | MN | OrgReportOrRegisterStateCd |
| 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 | DARREN JACKSON | IndividualWithBooksNm |
| Phone | 6516980198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 N FRANKLIN PL 2006 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DARREN R JACKSON | ||||||||
| 1313 N FRANKLIN PL 2006 | MILWAUKEE | WI | 53202 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESA A JACKSON | ||||||||
| 1313 N FRANKLIN PL 2006 | MILWAUKEE | WI | 53202 | TREASURER | 0.50 | $0 | $0 | $0 |
| RYAN D JACKSON | ||||||||
| 1313 N FRANKLIN PL 2006 | MILWAUKEE | WI | 53202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIDGET C JACKSON | ||||||||
| 1313 N FRANKLIN PL 2006 | MILWAUKEE | WI | 53202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SAINT PETER ST SUITE 1800 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $80,060 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,074,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,474,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,474,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,332,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $466,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $466,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11 | TotalTaxAmt |
| Distributable Before Adj | $466,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,617 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $811,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $811,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,628 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $360,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $982,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,197,772 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,664,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $811,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $466,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $344,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,009,772 | 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 | $124,628 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,885,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $360,300 | ExcessFromYear4Amt |
| Excess From Year3 | $982,161 | ExcessFromYear3Amt |
| Excess From Year2 | $1,197,772 | ExcessFromYear2Amt |
| Excess From Current Year | $344,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DARREN R JACKSON | ContributingManagerNm |
| Contributing Manager | THERESA A JACKSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFS USA | ||||||||
| 120 WALL ST 4TH FL | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ALL IN MILWAUKEE | ||||||||
| 135 W WELLS STREET STE 100 | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL OPERATING | $100,000 | |
| ARRUPE VIRTUAL LEARNING | ||||||||
| 1606 N 59TH ST | OMAHA | NE | 68104 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CERENITY MARIAN | ||||||||
| 225 FRANK STREET | ST PAUL | MN | 55106 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DEMONTREVILLE JESUIT RETREAT HOUSE | ||||||||
| 8243 DEMONTREVILLE TRAIL NORTH | LAKE ELMO | MN | 55042 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DOMINICAN SISTERS GRAND RAPIDS | ||||||||
| 2025 FULTON ST EAST | GRAND RAPIDS | MI | 495033895 | NONE | PC | GENERAL OPERATING | $4,000 | |
| DREXEL FUND | ||||||||
| 135 W WELLS STREET STE 100 | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FRIENDS OF CHIMBOTE | ||||||||
| PO BOX 717 | FARGO | ND | 58078 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | NONE | PC | GENERAL OPERATING | $2,000 | |
| JDRF | ||||||||
| 200 VESEY STREET 28TH FL | NEW YORK | NY | 10281 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 330 EXCHANGE STREET SOUTH | SAINT PAUL | MN | 551022397 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| 1250 WEST WISCONSIN AVENUE PO BOX | MILWAUKEE | WI | 532011881 | NONE | PC | GENERAL OPERATING; STUDENT SUCCESS FUND; BLUE AND GOLD ATHLETIC SCHOLARSHIP | $621,765 | 1881 |
| NEIGHBORHOOD HOUSE | ||||||||
| 179 ROBIE STREET EAST | ST PAUL | MN | 55107 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NPH USA | ||||||||
| 134 NORTH LASALLE STREET SUITE 500 | CHICAGO | IL | 606021036 | NONE | PC | GENERAL OPERATING | $2,000 | |
| RIVERWEST FOOD PANTRY | ||||||||
| 2610 N DR MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING | $4,500 | |
| SECOND HARVEST HEARTLAND | ||||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ST ANTHONY CATHOLIC CHURCH | ||||||||
| PO BOX 38 | LAC DU FLAMBEAU | WI | 54538 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ST MARCUS SCHOOL | ||||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ST AUGUSTINE PREPARE MILWAUKEE | ||||||||
| 2607 S 5TH ST | MILWAUKEE | WI | 53207 | NONE | PC | GENERAL OPERATING | $11,363 | |
| WALLIN ED PARTNERS | ||||||||
| 5200 WILSON ROAD SUITE 209 | MINNEAPOLIS | MN | 55424 | NONE | PC | GENERAL OPERATING | $1,000 | |
| YMCA TWIN CITIES | ||||||||
| 651 NICOLLET MALL SUITE 500 | MINNEAPOLIS | MN | 55402 | NONE | PC | GENERAL OPERATING | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,128 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,760 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,896 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY (4691) | $3,509,050 | $3,700,137 |
| MORGAN STANLEY MUTUAL FUNDS ( 4691) | $3,017,644 | $2,402,917 |
| MORGAN STANLEY (4690) | $175,541 | $535,060 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIFE INSURANCE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,018,051 | BookValueAmt |
| EOYFMV | $1,018,051 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,580 | $128 | $128 |
| OTHER RECEIVABLES | $295 | $295 | $295 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED CHANGE IN FMV OF LIFE INSURANCE | $102,369 |
| BROKER ADJUSTMENTS TO BASIS | $1,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $80,060 | Amt |
| Net Investment Income | $80,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,877 | Amt |
| Net Investment Income | $2,877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |