DUDLEY AND CONSTANCE GODFREY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY AND CONSTANCE GODFREY FOUNDATION INC (EIN 39-1562846)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-04
- IRS object ID
- 202100639349100910
- Schema version
- 2020v4.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-04T19:06:33-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391128206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN STREET SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391562846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY AND CONSTANCE GODFREY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUDL | BusinessNameControlTxt |
| Phone | 4142733500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 510260 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J GARDNER GOVAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4142733500 | PhoneNum |
| Signature | 2021-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | GARDNER GOVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C SMITH | PreparerPersonNm |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $20,335,294 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $877,185 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $296,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,885,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,350,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,998 | 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 | $2,256 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,256 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,092 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,507 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $736,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $614,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,322,624 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,201,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,201,645 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,830,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,476,780 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,498,041 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,397,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,487,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,631,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,882 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,527 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,015 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,571,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,185,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,335,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,571,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,185,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,571,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,185,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,571,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,185,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,571,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $614,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,185,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,185,541 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,885,590 | $9,709,905 | $175,685 | $175,685 |
| WELLS FARGO - SECURITY LITIGATION PROCEEDS | P | $17 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,520 | 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 | $7,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,157 | OverpaymentAmt |
| Applied To ES Tax | $2,157 | 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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | GODFREY FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 4142879379 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN STREET SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | 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 |
|---|---|---|---|---|---|---|---|---|
| DUDLEY J GODFREY III | ||||||||
| 833 E MICHIGAN STREET SUITE 1800 | MILWAUKEE | WI | 532025615 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM P GODFREY | ||||||||
| 833 E MICHIGAN STREET SUITE 1800 | MILWAUKEE | WI | 532025615 | VICE-PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| J GARDNER GOVAN | ||||||||
| 833 E MICHIGAN STREET SUITE 1800 | MILWAUKEE | WI | 532025615 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE E CHRISTENSEN | ||||||||
| 833 E MICHIGAN STREET SUITE 1800 | MILWAUKEE | WI | 532025615 | TREASURER, DIRECTOR | 2.00 | $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 | GARDNER RUSSO & GARDNER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 EAST CHESTNUT STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $75,088 | 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 | $16,418,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,398,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,817,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,817,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,535,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $926,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $926,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,363 | TotalTaxAmt |
| Distributable Before Adj | $921,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $921,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $921,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $635,506 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $921,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $635,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $285,894 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALANO FOUNDATION | ||||||||
| 1521 N PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $1,500 | |
| AMERICAN JUNIOR GOLF FOUNDATION INC | ||||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 305179902 | NONE | PC | CHARITABLE | $2,000 | |
| BACKSTRETCH EMPLOYEE SERVICE TEAM OF NEW YORK INC | ||||||||
| 2150 HEMPSTEAD TURNPIKE GATE 6 | ELMONT | NY | 11003 | NONE | PC | CHARITABLE | $5,000 | COTTAGE 28B |
| BIG BROTHERS-BIG SISTERS OF METRO MILWAUKEE | ||||||||
| 788 N JEFFERSON ST SUITE 600 | MILWAUKEE | WI | 532023739 | NONE | PC | CHARITABLE | $1,000 | |
| BLUE COATS FOUNDATION INC | ||||||||
| PO BOX 2035 | MILWAUKEE | WI | 532012035 | NONE | PC | CHARITABLE | $6,000 | |
| BLUE LOTUS FARM & RETREAT CENTER | ||||||||
| 5501 COUNTY ROAD M | WEST BEND | WI | 53095 | NONE | PC | CHARITABLE | $500 | |
| BONEFISH & TARPON TRUST INC | ||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | NONE | PC | ENVIRONMENTAL | $5,000 | |
| CAMP MANITO-WISH YMCA | ||||||||
| PO BOX 246 | BOULDER JUNCTION | WI | 545120246 | NONE | PC | CHARITABLE | $3,000 | |
| CAPTAIN FREDERICK PABST MANSION | ||||||||
| 2000 W WISCONSIN AVENUE | MILWAUKEE | WI | 532332043 | NONE | PC | CULTURAL | $3,000 | |
| CHURCH OF ST THOMAS MORE | ||||||||
| 65 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | RELIGIOUS | $5,000 | |
| COMMON GOOD INSTITUTE INC | ||||||||
| PO BOX 8536 | NEW YORK | NY | 101508536 | NONE | PC | CHARITABLE | $2,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 100 TUCK HALL | HANOVER | NH | 037559000 | NONE | PC | EDUCATIONAL | $15,000 | |
| DECORATIVE ARTS SOCIETY INC | ||||||||
| 333 E 69TH STREET APT 8E | NEW YORK | NY | 100215556 | NONE | PC | CULTURAL | $500 | |
| DECORATIVE ARTS TRUST | ||||||||
| 203 W STATE STREET SUITE 300 | MEDIA | PA | 19063 | NONE | PC | CULTURAL | $500 | |
| DOMINICAN HIGH SCHOOL | ||||||||
| 120 E SILVER SPRING DRIVE | WHITEFISH BAY | WI | 53217 | NONE | PC | EDUCATIONAL | $1,000 | |
| FASD COMMUNITIES | ||||||||
| 1516 AVON WAY | HONOLULU | HI | 96822 | NONE | PC | CHARITABLE | $2,000 | |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 532051299 | NONE | PC | CHARITABLE | $9,500 | |
| FISHER HOUSE WISCONSIN | ||||||||
| 5000 W NATIONAL AVENUE | MILWAUKEE | WI | 532950001 | NONE | PC | CHARITABLE | $7,500 | |
| FLEISCHER FOUNDATION | ||||||||
| 4334 N HAZEL ST SUITE 405 | CHICAGO | IL | 60613 | NONE | PC | CHARITABLE | $15,000 | |
| FOR THE LOVE OF CATS INC | ||||||||
| PO BOX 1777 | MARCO ISLAND | FL | 34146 | NONE | PC | CHARITABLE | $2,000 | |
| FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC | ||||||||
| 2405 W FOREST HOME AVENUE | MILWAUKEE | WI | 53215 | NONE | PC | HISTORICAL | $10,000 | |
| FRIENDS OF BOERNER BOTANICAL GARDENS | ||||||||
| 9400 BOERNER DRIVE SUITE 1 | HALES CORNERS | WI | 53130 | NONE | PC | ENVIRONMENTAL | $3,000 | |
| FRIENDS OF SCHLITZ AUDUBON NATURE CENTER | ||||||||
| 1111 EAST BROWN DEER ROAD | MILWAUKEE | WI | 53217 | NONE | PC | ENVIRONMENTAL | $1,500 | |
| FRIENDS OF VILLA TERRACE DECORATIVE ARTS MUSEUM | ||||||||
| 2220 NORTH TERRACE AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | CULTURAL | $4,000 | |
| FRIENDS OF WISCONSIN HISTORICAL SOCIETY | ||||||||
| 816 STATE STREET | MADISON | WI | 537061417 | NONE | PC | HISTORICAL | $1,000 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | PC | CHARITABLE | $10,000 | |
| GUNSTON HALL REGENTS FUND | ||||||||
| 10709 GUNSTON ROAD | MASON NECK | VA | 22079 | NONE | PC | HISTORICAL | $6,000 | |
| HISTORIC CHARLESTON FOUNDATION | ||||||||
| PO BOX 1120 | CHARLESTON | SC | 294021120 | NONE | PC | HISTORICAL | $500 | |
| HISTORIC DEERFIELD INC | ||||||||
| PO BOX 321 | DEERFIELD | MA | 01342 | NONE | PC | HISTORICAL | $25,000 | |
| JUNIOR LEAGUE OF MILWAUKEE | ||||||||
| 1060 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $750 | |
| LAKE PARK FRIENDS | ||||||||
| PO BOX 71197 | MILWAUKEE | WI | 53211 | NONE | PC | ENVIRONMENTAL | $16,000 | |
| LAYTON ART COLLECTION | ||||||||
| 353 N CLARK STREET | CHICAGO | IL | 606543456 | NONE | PC | CULTURAL | $23,000 | |
| MAKE-A-WISH FOUNDATION OF AMERICA INC | ||||||||
| 1702 EAST HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NONE | PC | CHARITABLE | $5,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 101300430 | NONE | PC | CULTURAL | $3,000 | |
| MILWAUKEE ART MUSEUM | ||||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 532023200 | NONE | PC | CULTURAL | $72,000 | |
| MILWAUKEE COUNTY HISTORICAL SOCIETY | ||||||||
| 910 N OLD WORLD THIRD STREET | MILWAUKEE | WI | 53203 | NONE | PC | HISTORICAL | $9,500 | |
| MILWAUKEE INSTITUTE OF ART & DESIGN INC | ||||||||
| 273 E ERIE STREET | MILWAUKEE | WI | 532026003 | NONE | PC | EDUCATIONAL | $1,000 | |
| MILWAUKEE PUBLIC MUSEUM | ||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 532331478 | NONE | PC | CULTURAL | $2,500 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | NONE | PC | CHARITABLE | $9,500 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 532023109 | NONE | PC | EDUCATIONAL | $10,000 | |
| MOUNT VERNON LADIES ASSOCIATION OF THE UNION INC | ||||||||
| PO BOX 110 | MT VERNON | VA | 221210110 | NONE | PC | HISTORICAL | $1,000 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021159965 | NONE | PC | CULTURAL | $2,000 | |
| NAPLES TAKE A SOLDIER FISHING INC | ||||||||
| 3575 19TH AVE SW | NAPLES | FL | 34717 | NONE | PC | CHARITABLE | $4,500 | |
| NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION | ||||||||
| 100 W HARRISON ST NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | PC | CHARITABLE | $5,000 | 500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA | ||||||||
| 2715 Q STREET NW | WASHINGTON | DC | 20007 | NONE | PC | HISTORICAL | $1,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PC | HISTORICAL | $5,000 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PC | HISTORICAL | $2,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | ||||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 532083546 | NONE | PC | CHARITABLE | $3,000 | |
| NEW YORK CENTER FOR AUTISM CHARTER SCHOOL | ||||||||
| 433 EAST 100TH STREET | NEW YORK | NY | 10029 | NONE | PC | EDUCATIONAL | $5,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH STREET | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $2,000 | |
| NEXT ACT THEATRE INC | ||||||||
| PO BOX 394 | MILWAUKEE | WI | 532011997 | NONE | PC | CULTURAL | $1,000 | |
| NORTH POINT LIGHTHOUSE FRIENDS INC | ||||||||
| 2650 N WAHL AVENUE | MILWAUKEE | WI | 53211 | NONE | PC | HISTORICAL | $1,000 | |
| OLD FRIENDS INC | ||||||||
| 184 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | NONE | PC | CHARITABLE | $4,000 | |
| OLD SALEM INC | ||||||||
| 600 SOUTH MAIN STREET | WINSTONSALEM | NC | 27101 | NONE | PC | HISTORICAL | $1,000 | |
| OLD STURBRIDGE VILLAGE INC | ||||||||
| ONE OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 015661198 | NONE | PC | HISTORICAL | $1,000 | |
| OLD WORLD WISCONSIN FOUNDATION | ||||||||
| 229 E MAIN STREET | EAGLE | WI | 53119 | NONE | PC | HISTORICAL | $1,000 | |
| OUR NEXT GENERATION INC | ||||||||
| 3421 W LISBON AVENUE | MILWAUKEE | WI | 53208 | NONE | PC | CHARITABLE | $2,500 | |
| PENFIELD CHILDRENS CENTER | ||||||||
| 833 N 26TH STREET | MILWAUKEE | WI | 532331599 | NONE | PC | CHARITABLE | $1,000 | |
| PERMANENTLY DISABLED JOCKEYS FUND | ||||||||
| PO BOX 803 | ELMHURST | IL | 60126 | NONE | PC | CHARITABLE | $4,000 | |
| PRESERVE OUR PARKS INC | ||||||||
| PO BOX 13881 | WAUWATOSA | WI | 53213 | NONE | PC | ENVIRONMENTAL | $1,000 | |
| PURPLE MARTIN CONSERVATION ASSOC | ||||||||
| 301 PENINSULA DRIVE SUITE 6 | ERIE | PA | 16505 | NONE | PC | ENVIRONMENTAL | $3,000 | |
| RIVEREDGE NATURE CENTER INC | ||||||||
| PO BOX 26 | NEWBURG | WI | 530600026 | NONE | PC | ENVIRONMENTAL | $2,000 | |
| RUMSEY HALL SCHOOL | ||||||||
| 201 ROMFORD ROAD | WASHINGTON DEPOT | CT | 06794 | NONE | PC | EDUCATIONAL | $2,000 | |
| SALVATION ARMY OF WISCONSIN | ||||||||
| PO BOX 26019 | WAUWATOSA | WI | 532260019 | NONE | PC | CHARITABLE | $12,000 | |
| SHARP LITERACY INC | ||||||||
| 5775 N GLEN PARK ROAD 202 | MILWAUKEE | WI | 532094480 | NONE | PC | EDUCATIONAL | $6,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | CHARITABLE | $5,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER | ||||||||
| 1032 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 53204 | NONE | PC | CHARITABLE | $10,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $5,000 | |
| SNACK & FRIENDS INC | ||||||||
| 316 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $2,000 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | NONE | PC | CHARITABLE | $5,000 | |
| ST ANDREWS SCHOOL | ||||||||
| 350 NOXONTOWN ROAD | MIDDLETON | DE | 19709 | NONE | PC | EDUCATIONAL | $25,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 1893 | MEMPHIS | TN | 381019950 | NONE | PC | CHARITABLE | $7,000 | |
| ST PAULS EPISCOPAL CHURCH | ||||||||
| 914 E KNAPP STREET | MILWAUKEE | WI | 53202 | NONE | PC | RELIGIOUS | $48,000 | |
| STARS & STRIPES HONOR FLIGHT INC | ||||||||
| PO BOX 867 | MENOMONEE FALLS | WI | 53052 | NONE | PC | HISTORICAL | $6,000 | |
| THE GATHERING OF SOUTHEAST WISCONSIN INC | ||||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $9,500 | |
| THE GEORGE WASHINGTON FOUNDATION | ||||||||
| 1201 WASHINGTON AVENUE | FREDERICKSBURG | VA | 22401 | NONE | PC | HISTORICAL | $1,000 | |
| UNITED PERFORMING ARTS FUND | ||||||||
| 301 W WISCONSIN AVE SUITE 600 | MILWAUKEE | WI | 53203 | NONE | PC | CULTURAL | $5,000 | |
| UNIVERSITY OF MICHIGAN LAW SCHOOL | ||||||||
| 701 S STATE STREET | ANN ARBOR | MI | 481093091 | NONE | PC | EDUCATIONAL | $2,500 | |
| UNIVERSITY SCHOOL OF MILWAUKEE | ||||||||
| 2100 W FAIRY CHASM ROAD | MILWAUKEE | WI | 53217 | NONE | PC | EDUCATIONAL | $25,000 | |
| VERSITI WISCONSIN INC | ||||||||
| PO BOX 2178 | MILWAUKEE | WI | 532012178 | NONE | PC | SCIENTIFIC | $1,000 | |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | ||||||||
| PO BOX 571021 | WINSTONSALEM | NC | 271571021 | NONE | PC | CHARITABLE | $10,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | EDUCATIONAL | $30,000 | |
| WAUWATOSA HISTORICAL SOCIETY INC | ||||||||
| 7406 HILLCREST DRIVE | WAUWATOSA | WI | 532132226 | NONE | PC | HISTORICAL | $3,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 104601068 | NONE | PC | ENVIRONMENTAL | $20,000 | |
| WINTERTHUR MUSEUM | ||||||||
| RTE 52 KENNETT PIKE | WINTERTHUR | DE | 197359989 | NONE | PC | HISTORICAL | $9,000 | |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||||
| 816 STATE STREET | MADISON | WI | 537061417 | NONE | PC | HISTORICAL | $1,000 | |
| WOMANS CLUB OF WISCONSIN FOUNDATION | ||||||||
| 813 EAST KILBOURN AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $1,000 | |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | ||||||||
| 10500 W BLUEMOUND ROAD | MILWAUKEE | WI | 532264383 | NONE | PC | CULTURAL | $29,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC DEERFIELD INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | AMERICA'S TOWN, AMERICA'S STORY CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $890 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,406 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $472,998 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,998 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DUDLEY J GODFREY JR CHARITABLE LEAD TRUST #1 | ||||||
| 1 | PO BOX 510260 | MILWAUKEE | WI | 532030054 | $590,956 | Yes (X) |
| CONSTANCE P GODFREY CHARITABLE LEAD TRUST #1 | ||||||
| 2 | PO BOX 510260 | MILWAUKEE | WI | 532030054 | $286,229 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CL C | $488,467 | $656,955 |
| ANHEUSER-BUSCH INBEV SA NV SHS | $375,537 | $313,648 |
| BERKSHIRE HATHAWAY INC CL A | $94,258 | $695,630 |
| BERKSHIRE HATHAWAY INC CL B | $150,739 | $515,911 |
| BROWN FORMAN CORP CL A | $14,787 | $80,817 |
| BROWN FORMAN CORP CL B | $102,366 | $317,720 |
| CABLE ONE INC. | $83,815 | $86,881 |
| CHASE (JP MORGAN) & CO. | $309,754 | $432,038 |
| CIE FINANCIERE RICHEMONT AG A | $281,238 | $508,758 |
| COMCAST CORP CL A | $93,118 | $264,620 |
| HEINEKEN HOLDING NV | $196,575 | $596,119 |
| MARTIN MARIETTA MATERIALS INC | $61,930 | $289,365 |
| MASTERCARD INC CL A | $85,730 | $1,200,746 |
| NESTLE SA SPONS ADR | $226,135 | $950,646 |
| PERNOD RICARD ORD | $269,686 | $618,841 |
| PHILIP MORRIS INTERNATIONAL INC | $352,598 | $583,670 |
| UNILEVER NV NY SHS | $300,368 | $519,096 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,476,780 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,498,041 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPAGNIE FINANCIERE RICHEMONT WARRANTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $2,882 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GODFREY & KAHN, S.C. - LEGAL FEES | CategoryTxt |
| Legal Fees | $2,256 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,256 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PILGRIM CENTURY STYLE TURNED CARVED AND JOINED OAK & MAPLE CABNT (2002.0901) | $3,500 | $3,500 | $500 |
| CHIPPENDALE MAPLE BEDSTEAD (1977.0309) | $7,000 | $7,000 | $200 |
| PILGRIM CENTURY TURNED AND JOINED MAPLE TABLE (9999.0387) | $3,500 | $3,500 | $50 |
| PILGRIM CENTURY TURNED & JOINED OAK, MAPLE & PINE COURT CUPBOARD (1993.0628) | $6,000 | $6,000 | $500 |
| PROVIDENT TRUST CO - INCOME RECEIVABLE | $527 | $15 | $15 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHUBB INSURANCE - FINE ARTS INSURANCE | $50 | $50 | $0 |
| FOREIGN DIVIDEND FEES | $1,230 | $1,230 | $0 |
| CUSTODY FEES | $2,268 | $2,268 | $0 |
| CHUBB INSURANCE - REFUND ON FINE ARTS INSURANCE PREMIUM | -$41 | -$41 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GARDNER RUSSO & GARDNER - INVESTMENT MANAGEMENT FEES | $75,088 | $75,088 | $0 |
| SOTHEBY'S - APPRAISAL FEE | $500 | $500 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE P GODFREY CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 510260 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030054 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIVATE FOUNDATION EXCISE TAX - ESTIMATED TAX PAYMENTS | $7,520 | $0 | $0 |
| PRIVATE FOUNDATION EXCISE TAX - BALANCE DUE | $5,868 | $0 | $0 |
| FOREIGN TAXES PAID | $8,092 | $8,092 | $0 |