MOUAT FAM CHAR TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MOUAT FAM CHAR TR (EIN 39-6759291)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-01-19
- IRS object ID
- 202230199349100503
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-19T10:00:18-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396759291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUAT CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUA | BusinessNameControlTxt |
| Phone | 2626934101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST MONROE STREET TAX DIV 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR AHUMADA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2626934101 | PhoneNum |
| Signature | 2022-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2022-01-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,731,865 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $27,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $839,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,279 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $447 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $260,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,278 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,766 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,883 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,883 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157 | 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 |
| Tot Opr Expenses Rev And Expnss | $14,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,189,953 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,206,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,731,865 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,189,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,206,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,731,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,189,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,206,013 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,189,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,189,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,206,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,189,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,206,107 | SubtotalAmt |
| Other Decreases | $94 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (182 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. ISHARES TR DOW JONES US REAL ESTATE | 2018-12-06 | 2020-11-11 | $8,448 | $8,027 | $421 | $421 | |
| 300. CABOT OIL & GAS CORPORATION CLASS A COMMON STOCK | 2019-11-22 | 2020-11-19 | $5,104 | $4,939 | $165 | $165 | |
| 260. CABOT OIL & GAS CORPORATION CLASS A COMMON STOCK | 2019-05-22 | 2020-11-19 | $4,423 | $6,901 | -$2,478 | -$2,478 | |
| 120. EURONET SERVICES INC COMMON STOCK | 2020-04-20 | 2020-11-19 | $15,255 | $10,221 | $5,034 | $5,034 | |
| 30. HUBBELL INC | 2019-11-22 | 2020-11-19 | $4,701 | $4,360 | $341 | $341 | |
| 60. HUBBELL INC | 2019-10-21 | 2020-11-19 | $9,401 | $8,147 | $1,254 | $1,254 | |
| 240. INTEL CORPORATION COMMON STOCK | 2019-01-23 | 2020-11-19 | $10,865 | $11,832 | -$967 | -$967 | |
| 210. HOLOGIC INC COMMON STOCK | 2019-11-22 | 2020-12-18 | $15,790 | $10,568 | $5,222 | $5,222 | |
| 30. NORTHROP GRUMMAN CORP COMMON STOCK | 2020-10-22 | 2020-12-18 | $9,065 | $10,101 | -$1,036 | -$1,036 | |
| 90. TRAVELERS COS INC/THE | 2019-10-21 | 2020-12-18 | $12,483 | $12,768 | -$285 | -$285 | |
| 30. ZEBRA TECHNOLOGIES CORP COMMON STOCK CL A | 2020-07-17 | 2020-12-18 | $11,221 | $8,196 | $3,025 | $3,025 | |
| 70. AKAMAI TECHNOLOGIES INC COMMON STOCK | 2019-09-24 | 2021-01-21 | $7,697 | $6,296 | $1,401 | $1,401 | |
| 130. ALEXION PHARMACEUTICALS INC COMMON STOCK | 2020-01-17 | 2021-01-21 | $20,564 | $14,252 | $6,312 | $6,312 | |
| 10. ALEXION PHARMACEUTICALS INC COMMON STOCK | 2020-01-22 | 2021-01-21 | $1,582 | $1,109 | $473 | $473 | |
| 70. AMERICAN EXPRESS COMPANY CAPITAL STOCK | 2018-02-26 | 2021-01-22 | $8,794 | $7,103 | $1,691 | $1,691 | |
| 90. ENTERGY CORPORATION NEW COMMON STOCK | 2020-05-22 | 2021-01-22 | $8,387 | $8,655 | -$268 | -$268 | |
| 60. REGAL BELOIT CORP COMMON STOCK | 2020-09-17 | 2021-01-22 | $8,065 | $6,022 | $2,043 | $2,043 | |
| 30. REGAL BELOIT CORP COMMON STOCK | 2019-01-23 | 2021-01-22 | $4,033 | $2,235 | $1,798 | $1,798 | |
| 40. HUMANA INC COMMON STOCK | 2020-09-17 | 2021-02-18 | $15,158 | $13,906 | $1,252 | $1,252 | |
| 180. VOYA FINANCIAL INC | 2020-05-22 | 2021-02-18 | $10,112 | $7,543 | $2,569 | $2,569 | |
| 350. CITIZENS FINANCIAL GROUP | 2019-04-08 | 2021-02-19 | $14,687 | $12,588 | $2,099 | $2,099 | |
| 120. LILLY ELI & COMPANY COMMON STOCK | 2018-09-25 | 2021-02-19 | $24,242 | $10,242 | $14,000 | $14,000 | |
| 580. AES CORPORATION COMMON STOCK | 2018-09-25 | 2021-03-18 | $15,395 | $7,927 | $7,468 | $7,468 | |
| 60. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK | 2019-06-25 | 2021-03-18 | $17,281 | $9,224 | $8,057 | $8,057 | |
| 50. QORVO INC | 2020-07-17 | 2021-03-18 | $8,951 | $5,673 | $3,278 | $3,278 | |
| 110. WILLIAMS SONOMA INC COMMON STOCK | 2020-02-25 | 2021-03-18 | $18,243 | $7,359 | $10,884 | $10,884 | |
| 50. ALIGN TECHNOLOGY INC COM | 2020-04-19 | 2021-04-22 | $31,243 | $9,430 | $21,813 | $21,813 | |
| 30. META PLATFORMS INC-CLASS A | 2019-11-22 | 2021-04-22 | $9,058 | $5,706 | $3,352 | $3,352 | |
| 10. HERSHEY FOODS CORPORATION COMMON STOCK | 2020-06-19 | 2021-04-22 | $1,628 | $1,336 | $292 | $292 | |
| 60. HERSHEY FOODS CORPORATION COMMON STOCK | 2019-05-23 | 2021-04-22 | $9,769 | $7,835 | $1,934 | $1,934 | |
| 80. TAKE-TWO INTERACTIVE SOFTWRE | 2020-01-24 | 2021-04-22 | $14,230 | $10,188 | $4,042 | $4,042 | |
| 150. DISCOVER FINANCIAL SERVICES | 2012-02-28 | 2021-05-20 | $17,246 | $4,533 | $12,713 | $12,713 | |
| 197.161 MFS INTERNATIONAL GROWTH-I | 2019-06-24 | 2021-05-20 | $10,000 | $7,414 | $2,586 | $2,586 | |
| 100. PAYPAL HOLDINGS INC | 2020-08-24 | 2021-05-20 | $25,164 | $19,797 | $5,367 | $5,367 | |
| 97.012 MFS INTERNATIONAL GROWTH-I | 2018-12-06 | 2021-06-01 | $5,000 | $3,387 | $1,613 | $1,613 | |
| 5. LOCKHEED MARTIN CORPORATION COMMON STOCK | 2020-10-22 | 2021-06-17 | $1,904 | $1,854 | $50 | $50 | |
| 35. LOCKHEED MARTIN CORPORATION COMMON STOCK | 2020-05-22 | 2021-06-17 | $13,329 | $13,708 | -$379 | -$379 | |
| 40. NIKE INC CLASS B COMMON STOCK | 2018-10-26 | 2021-06-17 | $5,122 | $2,888 | $2,234 | $2,234 | |
| 33. ORGANON & CO | 2019-06-24 | 2021-06-17 | $1,024 | $1,244 | -$220 | -$220 | |
| 17. ORGANON & CO | 2021-02-18 | 2021-06-17 | $527 | $605 | -$78 | -$78 | |
| 210. JABIL CIRCUIT INC COMMON STOCK | 2019-12-24 | 2021-07-23 | $11,866 | $8,732 | $3,134 | $3,134 | |
| 120. POLARIS INDUSTRIES INC COMMON STOCK | 2020-04-20 | 2021-07-23 | $16,226 | $7,100 | $9,126 | $9,126 | |
| 60. JAZZ PHARMACEUTICALS PLC | 2019-12-24 | 2021-07-23 | $10,425 | $9,211 | $1,214 | $1,214 | |
| 480. AES CORPORATION COMMON STOCK | 2018-09-25 | 2021-07-26 | $11,451 | $6,560 | $4,891 | $4,891 | |
| 60. CIGNA CORP | 2021-04-22 | 2021-08-19 | $12,313 | $15,111 | -$2,798 | -$2,798 | |
| 10. EQUINIX INC | 2020-12-18 | 2021-08-19 | $8,273 | $7,098 | $1,175 | $1,175 | |
| 30. MASTERCARD INC - A | 2020-05-22 | 2021-08-19 | $10,742 | $8,835 | $1,907 | $1,907 | |
| 90. TARGET CORP COMMON STOCK | 2019-12-24 | 2021-08-19 | $22,190 | $11,546 | $10,644 | $10,644 | |
| 40. GRAINGER W W INC COMMON STOCK | 2018-06-25 | 2021-09-16 | $16,436 | $12,357 | $4,079 | $4,079 | |
| 290. US BANCORP COMMON STOCK | 2021-03-18 | 2021-09-17 | $16,546 | $16,461 | $85 | $85 | |
| 5. ADOBE SYSTEMS INC COMMON STOCK | 2020-12-18 | 2021-10-05 | $2,844 | $2,498 | $346 | $346 | |
| 40. ALLSTATE CORPORATION COMMON STOCK | 2019-11-22 | 2021-10-05 | $5,136 | $4,414 | $722 | $722 | |
| 2. ALPHABET INC-CL C | 2021-04-22 | 2021-10-05 | $5,479 | $4,591 | $888 | $888 | |
| 3. ALPHABET INC-CL C | 2016-08-18 | 2021-10-05 | $8,219 | $2,336 | $5,883 | $5,883 | |
| 10. AMERICAN TOWER CORP | 2021-07-26 | 2021-10-05 | $2,663 | $2,838 | -$175 | -$175 | |
| 100. APPLE COMPUTER INC COMMON STOCK | 2020-03-24 | 2021-10-05 | $14,195 | $5,917 | $8,278 | $8,278 | |
| 50. BAXTER INTERNATIONAL INC COMMON STOCK | 2019-10-21 | 2021-10-05 | $4,055 | $4,409 | -$354 | -$354 | |
| 10. BROADCOM INC | 2021-03-18 | 2021-10-05 | $4,889 | $4,765 | $124 | $124 | |
| 120. CMS ENERGY CORPORATION COMMON STOCK | 2021-09-16 | 2021-10-05 | $7,272 | $7,518 | -$246 | -$246 | |
| 40. CARLISLE COS INC COMMON STOCK | 2021-02-19 | 2021-10-05 | $8,072 | $5,986 | $2,086 | $2,086 | |
| 180. CITIGROUP INC | 2021-09-17 | 2021-10-05 | $13,054 | $12,691 | $363 | $363 | |
| 50. DOLLAR TREE INC | 2021-01-22 | 2021-10-05 | $4,894 | $5,381 | -$487 | -$487 | |
| 30. META PLATFORMS INC-CLASS A | 2019-09-24 | 2021-10-05 | $9,988 | $5,569 | $4,419 | $4,419 | |
| 20. FORTINET INC | 2018-02-26 | 2021-10-05 | $5,967 | $1,006 | $4,961 | $4,961 | |
| 30. HUNT J B TRANS SERVICES INC COMMON STOCK | 2021-04-22 | 2021-10-05 | $5,117 | $5,101 | $16 | $16 | |
| 200. ISHARES CORE U.S. AGGREGATE | 2021-06-01 | 2021-10-05 | $22,926 | $22,895 | $31 | $31 | |
| 100. ISHARES CORE U.S. AGGREGATE | 2019-03-20 | 2021-10-05 | $11,463 | $10,774 | $689 | $689 | |
| 20. JOHNSON & JOHNSON COMMON STOCK | 2021-04-22 | 2021-10-05 | $3,207 | $3,314 | -$107 | -$107 | |
| 60. LOWES COMPANIES INC COMMON STOCK | 2016-09-22 | 2021-10-05 | $12,312 | $4,130 | $8,182 | $8,182 | |
| 170. MERCK & CO. INC. | 2019-06-24 | 2021-10-05 | $13,927 | $13,224 | $703 | $703 | |
| 80. MICROSOFT CORPORATION COMMON STOCK | 2020-06-19 | 2021-10-05 | $23,161 | $7,060 | $16,101 | $16,101 | |
| 5. MOODYS CORPORATION COMMON STOCK | 2021-05-20 | 2021-10-05 | $1,784 | $1,645 | $139 | $139 | |
| 30. MORGAN STANLEY DEAN WITTER DISCV COMMON STOCK NEW | 2021-06-17 | 2021-10-05 | $2,979 | $2,624 | $355 | $355 | |
| 10. NEWMONT MINING CORPORATION COMMON STOCK | 2021-02-19 | 2021-10-05 | $537 | $567 | -$30 | -$30 | |
| 10. PTC INC COM | 2021-08-19 | 2021-10-05 | $1,189 | $1,252 | -$63 | -$63 | |
| 50. PIONEER NATURAL RESOURCES CO COMMON STOCK | 2021-01-21 | 2021-10-05 | $9,084 | $6,513 | $2,571 | $2,571 | |
| 40. PROCTER & GAMBLE COMPANY COMMON STOCK | 2019-10-21 | 2021-10-05 | $5,595 | $4,740 | $855 | $855 | |
| 20. REGAL BELOIT CORP COMMON STOCK | 2019-01-23 | 2021-10-05 | $2,820 | $1,490 | $1,330 | $1,330 | |
| 120. REGIONS FINANCIAL CORP | 2021-08-19 | 2021-10-05 | $2,631 | $2,364 | $267 | $267 | |
| 10. ROCKWELL INTERNATIONAL CORP NEW COMMON STOCK | 2021-09-17 | 2021-10-05 | $2,986 | $3,135 | -$149 | -$149 | |
| 20. TEXAS INSTRUMENTS INC COMMON STOCK | 2021-09-16 | 2021-10-05 | $3,889 | $3,921 | -$32 | -$32 | |
| 5. THERMO ELECTRON CORPORATION COMMON STOCK | 2021-07-26 | 2021-10-05 | $2,883 | $2,648 | $235 | $235 | |
| 5. UNITEDHEALTH GROUP INC COMMON STOCK | 2021-06-17 | 2021-10-05 | $1,972 | $1,982 | -$10 | -$10 | |
| 10. VERTEX PHARMACEUTICALS INC COMMON STOCK | 2021-01-22 | 2021-10-05 | $1,777 | $2,388 | -$611 | -$611 | |
| 10. VISA INC-CLASS A SHARES | 2021-08-19 | 2021-10-05 | $2,255 | $2,314 | -$59 | -$59 | |
| 50. WAL-MART STORES INC COMMON STOCK | 2021-02-18 | 2021-10-05 | $6,859 | $6,942 | -$83 | -$83 | |
| 10. WASTE MANAGEMENT INC DEL COMMON STOCK | 2021-08-20 | 2021-10-05 | $1,502 | $1,520 | -$18 | -$18 | |
| 90. WESTROCK CO | 2021-02-18 | 2021-10-05 | $4,659 | $3,912 | $747 | $747 | |
| 10. LINDE PLC | 2020-12-18 | 2021-10-05 | $2,989 | $2,543 | $446 | $446 | |
| 90. SENSATA TECHNOLOGIES HOLDING | 2020-11-19 | 2021-10-05 | $5,057 | $4,322 | $735 | $735 | |
| 60. REGAL BELOIT CORP COMMON STOCK | 2019-01-23 | 2021-10-21 | $8,966 | $4,470 | $4,496 | $4,496 | |
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,206 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,872 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO HARRIS BANK NA | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MICHELLE WILLM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2626934101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST MONROE STREET 12W | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BMO HARRIS BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N Water Street Floor 11 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,766 | CompensationAmt |
| 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 | $1,781,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,798,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,798,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,771,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,520 | TotalTaxAmt |
| Distributable Before Adj | $85,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,883 | 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 | $236,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,499 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $310,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $920,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,815 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,072,255 | 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 | $74,499 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $997,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $310,142 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $378,778 | ExcessFromYear2Amt |
| Excess From Year1 | $157,021 | ExcessFromYear1Amt |
| Excess From Current Year | $151,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BMO HARRIS BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6087554265 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM REQUESTING SPECIFIC DOLLARS ALONG WITH A COPY OF THE IRS DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE FIRST CHURCH OF CHRIST | ||||||||
| SCIENTIST | 210 MASSACHUSETTES AVE | BOSTON | MA | 02115 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| COALITION TO SALUTE AMERICA'S HEROE | ||||||||
| 552 FORT EVANS ROAD SUITE 300 | LEESBURG | VA | 20176 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| CHRISTIAN SCIENCE MONITOR | ||||||||
| 210 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOC | ||||||||
| 1735 S WASHINGTON ST | JANESVILLE | WI | 53546 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CARE Inc | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FINCA | ||||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| SALVATION ARMY | ||||||||
| 415 SUTHERLAND AVE | JANESVILLE | WI | 53545 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| ROCK COUNTY HISTORICAL SOCIETY | ||||||||
| 414 NORTH JACKSON ST | JANESVILLE | WI | 53545 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| JANESVILLE PERFORMING ARTS CENTER | ||||||||
| PO BOX 8104 | JANEVILLE | WI | 53547 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| PRINCIPIA CORPORATION | ||||||||
| 13201 CLAYTON RD | ST LOUIS | MO | 63131 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 5860 LABATH AVE | ROHNERT | CA | 94928 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758540 | TOPEKA | KS | 666758540 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 211 N PARKER DRIVE | JANESVILLE | WI | 53545 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| FEEDING AMERICA | ||||||||
| PO BOX 83775 | PHOENIX | AZ | 85071 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,999 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,279 | 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 REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $260,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,725 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $94 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $648 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $145 | $145 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |