DEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE FAMILY FOUNDATION INC (EIN 39-1966116)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202241309349101544
- Schema version
- 2021v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T12:43:19-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391520996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSON & ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WEST COLLEGE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391966116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVINE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEVIN DEVINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 6088779516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DEVINE | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Signature | 2022-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | DEVINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY RUTTER | PreparerPersonNm |
| PTIN | P02338471 | PTIN |
| Phone | 9207334957 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $775,187 | 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 | $18,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,818 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,818 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,569 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,818 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,400 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,508 | CashBOYAmt |
| Cash EOY | $5,182 | CashEOYAmt |
| Cash EOYFMV | $5,182 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,668 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,668 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $581,467 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $583,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $767,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $589,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $591,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $775,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $589,639 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $591,267 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $589,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $591,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $589,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $591,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $589,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,628 | ExcessRevenueOverExpensesAmt |
| Subtotal | $591,267 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $591,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGRD WELLINGTON ADML | P | 2012-01-03 | 2021-12-06 | $22,324 | $16,222 | $6,102 | $6,102 |
| VNGRD TTL INTL STK ADML | P | 2011-07-08 | 2021-12-07 | $2,500 | $1,852 | $648 | $648 |
| VNGRD BAL IDX ADML | P | 2011-10-04 | 2021-12-06 | $15,000 | $6,436 | $8,564 | $8,564 |
| VNGRD WELLINGTON ADML | P | 2012-01-03 | 2021-08-09 | $12,676 | $7,963 | $4,713 | $4,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $786 | SubtotalAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $610 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $610 | TotalPaymentsAndCreditsAmt |
| Tax Due | $176 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | KEVIN DEVINE | IndividualWithBooksNm |
| Phone | 6088779516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| WILLIAM DEVINE | ||||||||
| 122 WOODSIDE CT | NEENAH | WI | 54956 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 9816 SEASONS EAST DRIVE 215 | INDIANAPOLIS | IN | 46280 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID DEVINE | ||||||||
| 1705 WATER ST | TUCSON | AZ | 85719 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BETSY DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | SECRETARY | 000.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 1839 LOST DAUPHIN RD | DE PERE | WI | 54115 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANIEL DEVINE | ||||||||
| 5115 N KENWOOD AVE | INDIANAPOLIS | IN | 46208 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAWN O'BRIEN | ||||||||
| 4813 N FUJI DR | APPLETON | WI | 54913 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATIE DEVINE | ||||||||
| 107 CROOKED TREE CIRCLE | DEFOREST | WI | 53532 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $753,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,275 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $758,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $746,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $786 | TotalTaxAmt |
| Distributable Before Adj | $36,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,559 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,156 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,941 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,831 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,869 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,874 | ExcessFromYear4Amt |
| Excess From Year3 | $23,193 | ExcessFromYear3Amt |
| Excess From Year2 | $22,156 | ExcessFromYear2Amt |
| Excess From Year1 | $13,705 | ExcessFromYear1Amt |
| Excess From Current Year | $15,941 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CODY SANTAS | ||||||||
| W7900 CTY RD P | PARDEEVILLE | WI | 53954 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| CHLOE SAALSAA | ||||||||
| W3652 14TH RD | PARDEEVILLE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| PO BOX 259686 | MADISON | WI | 53725 | NO RELATIONSHIP | N/A | DONATION | $25,000 | 2033 FISH HATCHERY RD |
| NICHOLAS TRAMERIA | ||||||||
| 9314 HIGHLAND GATEWAY | VERONA | WI | 53953 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MANOLO DELGADO | ||||||||
| 922 EAST DAYTON | MADISON | WI | 53703 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT A |
| COTS INC | ||||||||
| 819 S WEST AVENUE | APPLETON | WI | 54915 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2716 MARSHALL COURT | MADISON | WI | 53705 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| LITERACY SERVICES OF WISCONSIN | ||||||||
| 555 N PLANKINTON AVENUE | MILWAUKEE | WI | 53203 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| JAHDAI GUERRERO BASTARDO | ||||||||
| 57 GOLDENROD LANE | MADISON | WI | 53719 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 2 |
| WISCONSIN VETERAN'S HOME AT UNION | ||||||||
| 21425 G SPRING ST | UNION GROVE | WI | 53182 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| MAHAD OSMAN | ||||||||
| 4902 ALTEM CIR | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| CHRISTIAN HEO | ||||||||
| 409 VOLK ST | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| LAUREN MEREDITH JOHNSON | ||||||||
| 4065 N SHERIDAN RD | CHICAGO | IL | 60613 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | 3N |
| CAITLYN OFILOVA | ||||||||
| 329 W EMMETT ST | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| EVELYN WALKER | ||||||||
| 317 E KOHLER ST | SUN PRAIRIE | WI | 53590 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | |
| ISABELLA ROSALES | ||||||||
| 315 PALOMINO LANE | MADISON | WI | 53589 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | APT 1 |
| DENIYE MITCHELL | ||||||||
| 2702 COOLIDGE ST | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| WESLEY BROWNE | ||||||||
| 2609 RAVENSWOOD RD | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| ASSA DIALLO | ||||||||
| 2409 BRENTWOOD PARKWAY | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDCUATION | $1,500 | APT D |
| KYANA SALTER | ||||||||
| 225 E LAKELAWN PL | MADISON | WI | 53703 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| CHRISTOPHER MALY | ||||||||
| 2245 ROWLEY AVE | MADISON | WI | 53726 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| EARL BIRT IV | ||||||||
| 2210 DANBURY ST | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MAKELA HUMKE | ||||||||
| 201 E MINNEHAHA AVE | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MARLENY QUITANA | ||||||||
| 1812 BELD ST | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $500 | |
| LITERACY CONNECTS | ||||||||
| 200 E YAVAPAI ROAD | TUSCON | AZ | 85705 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| ROSEE XIONG | ||||||||
| 1511 WRIGHT ST | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 102 |
| ANDREA NORMAN | ||||||||
| 144 S FAIR OAKS AVE | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,500 | APT 314 |
| NAVAJO & HOPI FAMILY COVID 19 RELIE | ||||||||
| PO BOX 3581 | FLAGSTAFF | AZ | 86003 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| ST JOHN'S HOMELESS SHELTER | ||||||||
| PO BOX 1743 | GREEN BAY | WI | 54305 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| DOMINICAN SISTERS OF MARY | ||||||||
| 4597 WARREN ROAD | ANN ARBOR | MI | 48105 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| OMEGA SCHOOL INC | ||||||||
| 835 W BADGER RD | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | DONATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,751 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,751 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,569 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $525 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $583,417 | BookValueAmt |
| EOYFMV | $767,337 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc |
|---|
| EXPENSES |
| POSTAGE |
| WI DEPT OF FINANCIAL INSTITUT |
| MISCELLANEOUS EXPENSE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,400 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $516 | Amt |