KRAINZ FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KRAINZ FOUNDATION INC (EIN 39-1979181)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-24
- IRS object ID
- 202342369349100814
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T15:10:45-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461406980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTS1LLC DBA CONVENIENT TAX SERVICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6633 W FOREST HOME AVE | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | 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 | 391979181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAINZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRAI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8866 S 81ST ST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531328553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL DORDEL CPA | PersonNm |
| Person Title | PRESIDENT - DIR | PersonTitleTxt |
| Phone | 4145739082 | PhoneNum |
| Signature | 2023-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | DORDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John E Dobogai Jr | PreparerPersonNm |
| PTIN | P00116007 | PTIN |
| Phone | 4143270200 | PhoneNum |
| Preparation | 2023-08-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,602,500 | 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 | $9,970 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,970 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,970 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $99,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,093 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $99,093 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $837,636 | GrossSalesPriceAmt |
| Total Rev And Expnss | $103,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,063 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $109,063 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $38,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $16,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,487 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,487 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,487 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,576 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,317 | CashBOYAmt |
| Cash EOY | $1,364 | CashEOYAmt |
| Cash EOYFMV | $1,364 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,058,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,594,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,594,237 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $123,884 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,899 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,899 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,187,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,602,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,602,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,187,346 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,602,500 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,187,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,602,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,187,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,602,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,187,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $477,509 | OtherIncreasesAmt |
| Subtotal | $2,602,500 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,602,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STIFEL | P | 2022-01-02 | 2022-06-01 | $323,441 | $380,629 | -$57,188 | -$57,188 |
| STIFEL | P | 2020-06-01 | 2022-06-01 | $47,793 | $38,625 | $9,168 | $9,168 |
| MORGAN STANLEY | P | 2020-06-01 | 2022-06-01 | $466,402 | $471,933 | -$5,531 | -$5,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,531 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$57,189 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $703 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $703 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CHERYL DORDEL | IndividualWithBooksNm |
| Phone | 4145739082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8666 S 81ST ST | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531328553 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHERYL DORDEL CPA | ||||||||
| 8866 S 81ST ST | FRANKLIN | WI | 531328553 | PRESIDENT | 5.00 | $0 | $0 | $8,500 |
| DALE MARTIN | ||||||||
| 4940 STEEPLE DR | GREENDALE | WI | 53129 | DIRECTOR | 10.00 | $0 | $0 | $25,500 |
| DANIEL DORDEL | ||||||||
| 8666 S | FRANKLIN | WI | 53132 | DIRECTOR | 5.00 | $0 | $0 | $1,000 |
| DEBORAH SHIRODA | ||||||||
| 6030 PRESTON LN | NEW BERLIN | WI | 53151 | DIRECTOR | 5.00 | $0 | $0 | $8,500 |
| JULIE DAGAM | ||||||||
| 3275 YALE CT | BROOKFIELD | WI | 53005 | DIRECTOR | 5.00 | $0 | $0 | $8,500 |
| SHEKHAR DAGAN | ||||||||
| 3275 YALE CT | BROOKFIELD | WI | 53005 | DIRECTOR | 5.00 | $0 | $0 | $1,000 |
| TIMOTHY SHIRODA | ||||||||
| 6030 PRESTON LN | NEW BERLIN | WI | 53151 | DIRECTOR | 5.00 | $0 | $0 | $1,000 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION NO DONATIONS RECEIVED | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,601,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,601,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,203,633 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,203,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,926,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $703 | TotalTaxAmt |
| Distributable Before Adj | $245,621 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,621 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,887 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,887 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,621 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $165,887 | QualifyingDistributionsAmt |
| Applied To Current Year | $165,887 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $79,734 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $50,576 | CurrentYearAmt |
| Total | $50,576 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,990 | CurrentYearAmt |
| Total | $42,990 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $165,887 | CurrentYearAmt |
| Total | $165,887 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $165,887 | CurrentYearAmt |
| Total | $165,887 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $164,216 | CurrentYearAmt |
| Total | $164,216 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MILWAUKEE PBS | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATING | $40,000 |
| ST LUKES CHURCH | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | TECHNOLOGY PROJECT | $30,000 |
| BROOKFIELD ACADEMY | |||||||
| 1 | MILWAUKEE | WI | 53205 | NONE | PC | DAGAM | $10,400 |
| MILWAUKEE RESCUE | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $5,000 |
| MILWAUKEE TENNIS EDUCATION FOUNDA | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PF | OPERATIONS | $5,000 |
| PETERS PANTRY | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $5,000 |
| ST MARTIN OF TOUR CHURCH | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $5,000 |
| ZACHARIAHS ACRES HARVEST DINNER | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $5,000 |
| SOUP FOR THE SOUL MINISTERY | |||||||
| 1 | MILWAUKEE | WI | 53201 | NONE | PC | OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,400 | 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 | 03 | ExclusionCd |
| Exclusion | $1,363 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $99,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,456 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,456 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $6,899 | EOYBookValueAmt |
| EOYFMV | $6,899 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ASSETS | StockNm |
| EOY Book Value | $2,594,237 | EOYBookValueAmt |
| EOYFMV | $2,594,237 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEES | $4,417 | $4,417 | $4,417 | $4,417 |
| FILING FEES | $25 | $25 | $25 | $25 |
| BANK FEES | $45 | $45 | $45 | $45 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENTS | Desc |
| Amt | $477,509 | Amt |