FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC (EIN 39-6060552)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-03-15
- IRS object ID
- 202110749349100011
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T12:07:23-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396060552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK G & FRIEDA K BROTZ FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9204582121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3518 LAKESHORE ROAD | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53083 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART BROTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204582121 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY ADER | PreparerPersonNm |
| PTIN | P01278271 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2021-03-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $22,155,334 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $466,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $466,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $479,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,775,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $479,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $946,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $946,306 | 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 |
| Accounting Fees Rev And Expnss | $8,878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,439 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,439 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,922 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,961 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,961 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,755,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,755,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,815,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,761,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$869,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $912,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,748 | CashBOYAmt |
| Cash EOY | $8,424 | CashEOYAmt |
| Cash EOYFMV | $8,424 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,106 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $5,372,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,060,208 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,379,996 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,384,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,865,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,701,808 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,868,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,999,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,155,334 | 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 | $16,868,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,999,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,868,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,999,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,868,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,999,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,868,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$869,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,999,589 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,999,589 | 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 | $1,770,415 | $1,295,854 | $474,561 | $474,561 |
| CAPITAL GAINS DIVIDENDS | P | $5,224 | $5,224 | $5,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $479,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,919,872 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,027,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091301 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,591,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,382,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071114 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,724,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,440,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,816,345 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,800,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087322 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,217,471 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,892,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101287 | DistributionYr5Rt |
| Total Distribution | 0.431458 | TotalDistributionRt |
| Average Distribution | 0.086292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,841,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,798,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,807,606 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,761,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,749 | OverpaymentAmt |
| Applied To ES Tax | $1,749 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSE R BROTZ | IndividualWithBooksNm |
| Phone | 9204582121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3518 LAKESHORE ROAD | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53083 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STUART W BROTZ | ||||||||
| 3518 LAKESHORE ROAD | SHEBOYGAN | WI | 53083 | PRESIDENT & TREASURER, TRU | 5.00 | $0 | $0 | $0 |
| JESSE R BROTZ | ||||||||
| 3518 LAKESHORE ROAD | SHEBOYGAN | WI | 53083 | SECRETARY, DIRECTOR, TRUST | 1.00 | $0 | $0 | $0 |
| ADAM T BROTZ | ||||||||
| 3518 LAKESHORE ROAD | SHEBOYGAN | WI | 53083 | VP, DIRECTOR, TRUSTEE | 1.00 | $0 | $0 | $0 |
| STUART W BROTZ II | ||||||||
| 3518 LAKESHORE ROAD | SHEBOYGAN | WI | 53083 | TRUSTEE, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY T MOHR | ||||||||
| 3518 LAKESHORE ROAD | SHEBOYGAN | WI | 53083 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $21,073,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,159,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,159,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,841,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,042,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,042,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,251 | TotalTaxAmt |
| Distributable Before Adj | $1,023,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,023,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,023,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,761,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,761,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,761,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,023,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,170,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $796,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $671,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $492,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $888,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,018,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,761,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,023,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $738,086 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,757,008 | 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 | $1,170,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,586,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $796,870 | ExcessFromYear4Amt |
| Excess From Year3 | $671,534 | ExcessFromYear3Amt |
| Excess From Year2 | $492,122 | ExcessFromYear2Amt |
| Excess From Year1 | $888,366 | ExcessFromYear1Amt |
| Excess From Current Year | $738,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3518 LAKESHORE ROAD | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204582121 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN LETTER GIVING DETAILS OF THE APPLICANT, ITS PURPOSE, ITS INTENDED USE OF ANY GRANT, EVIDENCE THAT SHOWS THE APPLICANT IS QUALIFIED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, THE GRANTS COMMITTEE OF THIS PRIVATE FOUNDATION MEETS PERIODICALLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THIS PRIVATE FOUNDATION'S GRANTS ARE MADE TO PUBLIC SUPPORTED 170(C)INTERNAL REVENUE CODE QUALIFIED ORGANIZATIONS; PRIMARILY IN WISCONSIN. NO GRANTS TO INDIVIDUALS OR ORGANIZATIONS THAT REQUIRE "EXPENDITURE RESPONSIBILITY UNDER TREASURY REGULATIONS". | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOVE & BEYOND CHILDREN'S MUSEUM | ||||||||
| 902 NORTH 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | REVENUE SHORTFALL DUE TO COVID-19 | $10,000 | |
| ABOVE & BEYOND CHILDREN'S MUSEUM | ||||||||
| 902 NORTH 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| ABOVE & BEYOND CHILDREN'S MUSEUM | ||||||||
| 902 NORTH 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | UPDATE PARTY ROOM | $15,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC | ||||||||
| 3501 SOUTH LAKE DR | MILWAUKEE | WI | 53207 | NONE | PC | 2019 CATHOLIC STEWARDSHIP APPEAL | $25,000 | |
| AVIATION HERITAGE CENTER OF WISCONSIN | ||||||||
| N6191 RESOURCE DRIVE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PLEDGE 1 OF 5-EDUCATIONAL PROGRAMS | $10,000 | |
| BADGER BOYS STATE INC | ||||||||
| 2930 AMERICAN LEGION DIVE PO BOX | PORTAGE | WI | 53901 | NONE | PC | TECHNOLOGY IMPROVEMENTS | $5,000 | 388 |
| BIG BROS & BIG SIST OF SHEBOYGAN CTY | ||||||||
| 2020 ERIE AVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 4 - CONTINUED SUPPORT | $10,000 | |
| BIG BROS & BIG SIST OF SHEBOYGAN CTY | ||||||||
| 2020 ERIE AVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 4 - DEVELOPMENT PROGRAMS | $25,000 | |
| BOOKWORM GARDENS | ||||||||
| 1415 CAMPUS DRIVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 3 - INSTALLATION OF BRIDGE | $50,000 | |
| BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY | ||||||||
| 107 CEDAR ST | SHEBOYGAN FALLS | WI | 54085 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| CAMP EVERGREEN CORPORATION | ||||||||
| 712 RIVERFRONT DR STE 301 | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT | $5,000 | |
| CAMP EVERGREEN CORPORATION | ||||||||
| 712 RIVERFRONT DR STE 301 | SHEBOYGAN | WI | 53081 | NONE | PC | INSTALL CIRCULAR DRIVEWAY | $20,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC | ||||||||
| 3501 SOUTH LAKE DR | MILWAUKEE | WI | 53207 | NONE | PC | PLEDGE 4 OF 4-SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT PROGRAMS FOR SHEBOYGAN CITY. | $25,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 9000 W WISCONSIN AVE | MILWAUKEE | WI | 53201 | NONE | PC | PLEDGE 7 OF 7-NEONATAL INTENSIVE CARE UNIT | $100,000 | |
| DOGS2DOGTAGS | ||||||||
| PO BOX 262 | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | ACQUIRE AND TRAIN 20 DOGS | $30,000 | |
| ECONOMICS WISCONSIN | ||||||||
| 7635 BLUEMOUND ROAD SUITE 106 | MILWAUKEE | WI | 53213 | NONE | PC | CONTINUED SUPPORT | $5,000 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | NONE | PC | SCHOLARSHIP SUPPORT 2020-2021 | $10,000 | |
| FAMILY RESOURCE CENTER | ||||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| FOUNDATION FOR RELIGIOUS RETIREMENT | ||||||||
| 3221 S LAKE DRIVE | ST FRANCIS | WI | 53235 | NONE | PC | CONTINUED SUPPORT | $1,000 | |
| FRIENDS OF THE BROUGHTON SHEBOYGAN MARSH INC | ||||||||
| PO BOX 301 | ELKHART LAKE | WI | 53020 | NONE | PC | CONSTRUCTION EDUCATIONAL FACILITY (SHORT-FALL) | $100,000 | |
| GOOD NEWS JAIL & PRISION MINISTRY - SHEBOYGAN COUNTY | ||||||||
| 2923 SOUTH 31ST STREET | SHEBOYGAN | WI | 53081 | NONE | GOV | OPERATING EXPENSES | $15,000 | |
| GREAT MARRIAGES FOR SHEBOYGAN COUNTY | ||||||||
| 612 CENTER AVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 4-CONTINUED SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY LAKESIDE | ||||||||
| PO BOX 973 | SHEBOYGAN | WI | 53082 | NONE | PC | PLEDGE 1 OF 5 - HOUSING PROGRAMS OR PROFESSIONAL DEV. | $10,000 | |
| JOHN MICHAEL KOHLER ARTS CENTER INC | ||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 4 OF 5-CONTINUED ANNUAL SUPPORT | $50,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 11111 WEST LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | CONTINUED SUPPORT | $1,000 | |
| K2 ADVENTURES FOUNDATION | ||||||||
| 20645 N PIMA ROAD SUITE 100 | SCOTTSDALE | AZ | 85255 | NONE | PC | SUMMIT HAPPY HOME IN TANZANIA | $10,000 | |
| LAKE COUNTRY ACADEMY | ||||||||
| 4101 TECHNOLOGY PARKWAY | SHEBOYGAN | WI | 53083 | NONE | PC | PLEDGE 1 OF 5 - REMODELING | $25,000 | |
| LAKELAND UNIVERSITY | ||||||||
| W3718 SOUTH DRIVE | SHEBOYGAN | WI | 53073 | NONE | PC | PLEDGE 6 OF 9-SCHOLARS PROGRAM | $60,000 | |
| LAKELAND UNIVERSITY | ||||||||
| W3718 SOUTH DRIVE | SHEBOYGAN | WI | 53073 | NONE | PC | 2020 [UN]GALA FUNDRAISER | $25,000 | |
| LAKESHORE TECHNICAL COLLEGE | ||||||||
| 1290 NORTH AVE | CLEVELAND | WI | 53015 | NONE | PC | GENERAL SCHOLARSHIP CAMPAIGN | $10,000 | |
| LAKESHORE TECHNICAL COLLEGE | ||||||||
| 1290 NORTH AVE | CLEVELAND | WI | 53015 | NONE | PC | PLEDGE 1 OF 3 - SCHOLARSHIP PROGRAM | $10,000 | |
| LOVE INC | ||||||||
| 807 FOREST AVENUE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PLEDGE 3 OF 8-CONTINUED SUPPORT | $12,500 | |
| LOVE INC | ||||||||
| 807 FOREST AVENUE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PLEDGE 2 OF 8-CONTINUED SUPPORT | $12,500 | |
| LOVE INC | ||||||||
| 807 FOREST AVENUE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | 2019 BUDGET DEFICIT - OPERATING EXPENSES | $12,500 | |
| LOVE INC | ||||||||
| 807 FOREST AVENUE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | THIRD ANNUAL DINNER AUCTION | $10,000 | |
| MAKING SPIRITS BRIGHT | ||||||||
| PO BOX 441 | SHEBOYGAN | WI | 53082 | NONE | PC | HOLIDAY LIGHTS SHOW - 2020 | $5,000 | |
| MEALS ON WHEELS OF SHEBOYGAN CTY INC | ||||||||
| 1004 S TAYLOR DR | SHEBOYGAN | WI | 53081 | NONE | PC | ECONOMIC COST OF COVID-19 | $40,000 | |
| MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | NONE | PC | PLEDGE 2 OF 4-ANNUAL FUND FOR EXCELLENCE | $50,000 | |
| MILWAUKEE COLLEGE PREP | ||||||||
| 1228 W LLOYD STREET | MILWAUKEE | WI | 53205 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| MILWAUKEE PBS | ||||||||
| PO BOX 88401 | MILWAUKEE | WI | 53288 | NONE | PC | CONTINUED SUPPORT | $500 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY ST | MILWAUKEE | WI | 53202 | NONE | PC | PLEDGE 2 OF 5 - GENERAL OPERATING | $10,000 | |
| NEW HOPE PREGNANCY CENTER OF SHEBOYGAN COUNTYANCHOR OF HOPE | ||||||||
| 703 N 9TH STREET | SHEBOYGAN | WI | 53081 | NONE | PC | PROGRAM FUNDING | $10,000 | |
| NOURISH FARMS INC | ||||||||
| 100 ALFRED MILEY AVE | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PLEDGE 2 OF 5 - CAPITAL CAMPAIGN | $50,000 | |
| OPTIMIST CLUB OF SHEBOYGANOPTIMIST INTERNATIONAL FOUNDATION | ||||||||
| 4494 LINDELL BLVD | ST LOUIS | MO | 63108 | NONE | PC | BACK TO SCHOOL BASICS 2020 | $500 | |
| RAWHIDE INC | ||||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 54961 | NONE | PC | PLEDGE 2 OF 4 - CONTINUED SUPPORT | $10,000 | |
| RCS EMPOWERS | ||||||||
| 1607 GEELE AVE | SHEBOYGAN | WI | 53083 | NONE | PC | PLEDGE 2 OF 2 -RCS TRAILSIDE PARK | $12,500 | |
| REINS | ||||||||
| PO BOX 68 | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | SPONSOR 3 THERAPY HORSES | $6,525 | |
| ROCKY KNOLL HEALTH CARE CENTER | ||||||||
| N7135 ROCKY KNOLL PKWY | PLYMOUTH | WI | 53073 | NONE | PC | PLEDGE 1 OF 3 - LIFE ENRICHMENT PROGRAM | $50,000 | |
| ROCKY KNOLL HEALTH CARE CENTER | ||||||||
| N7135 ROCKY KNOLL PKWY | PLYMOUTH | WI | 53073 | NONE | PC | PLEDGE 2 OF 3 - LIFE ENRICHMENT PROGRAM | $50,000 | |
| RONCALLI HIGH SCHOOL | ||||||||
| 2000 MIRRO DR | MANITOWOC | WI | 54220 | NONE | PC | PLEDGE 4 OF 5-CONTINUED SUPPORT | $10,000 | |
| SAFE HARBOR OF SHEBOYGAN COUNTY INC | ||||||||
| 929 NIAGARA AVE | SHEBOYGAN | WI | 53082 | NONE | PC | DEFICIT DUE TO CANCELLATION OF MEN WHO COOK | $10,000 | |
| SAFE HARBOR OF SHEBOYGAN COUNTY INC | ||||||||
| 929 NIAGARA AVE | SHEBOYGAN | WI | 53082 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| SAILING EDUCATION ASSOC OF SHEB (SEAS) | ||||||||
| 1837 SUPERIOR AVENUE | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT | $25,000 | |
| SAILING EDUCATION ASSOC OF SHEB (SEAS) | ||||||||
| 1837 SUPERIOR AVENUE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 4 OF 4-PURCH PROPERTY AND BUILD | $25,000 | |
| SAINT FRANCIS DE SALES SEMINARY | ||||||||
| 3257 S LAKE DR | ST FRANCIS | WI | 53235 | NONE | PC | 2019 FALL APPEAL | $10,000 | |
| SAINT JOSAPHAT BASILICA FOUNDATION | ||||||||
| 620 WEST LINCOLN AVE | MILWAUKEE | WI | 53215 | NONE | PC | FIRE DETECTION SYSTEM | $500 | |
| SAINT NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | PC | PLEDGE 5 OF 5-SUPPORT ST. NORBERT FUND-ANNUAL STUDENT AID | $10,000 | |
| SALVATION ARMY (THE) | ||||||||
| 710 PENNSYLVANIA AVE | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| SAMARITAN'S HAND INC | ||||||||
| 1714 NORTH 8TH STREET SUITE 4 | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT - VEHICLE/BLDG. IMPROVEMENTS | $50,000 | |
| SAMARITAN'S HAND INC | ||||||||
| 1714 NORTH 8TH STREET SUITE 4 | SHEBOYGAN | WI | 53081 | NONE | PC | CONTINUED SUPPORT | $10,000 | |
| SHARON S RICHARDSON COMMUNITY HOSPICE | ||||||||
| W2850 STATE RD 28 | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | EVENT SPONSORSHIP 2020 | $25,000 | |
| SHARON S RICHARDSON COMMUNITY HOSPICE | ||||||||
| W2850 STATE RD 28 | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | PLEDGE 3 OF 4-10TH ANNIVERSARY & CAPITAL PROGRESS & LEGACY FUND | $25,000 | |
| LUTHERAN HIGH SCHOOL OF SHEBOYGAN | ||||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 4 - PREPARING FOR THE FUTURE CAMPAIGN | $150,000 | |
| SHEBOYGAN COUNTY FOOD BANK | ||||||||
| 3115 N 21ST SUITE 1 | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 3 - CONTINUED SUPPORT | $20,000 | |
| SHEBOYGAN COUNTY HUMANE SOCIETY | ||||||||
| 3107 NORTH 20TH STREET | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 2 - CAPITAL CAMPAIGN FOR NEW BUILDING | $100,000 | |
| SHEBOYGAN COUNTY INTERFAITH ORGANIZATION | ||||||||
| 1251 GEELE AVENUE | SHEBOYGAN | WI | 53083 | NONE | PC | SUPPORT BRIDGEWAY'S OPERATIONAL COSTS | $10,000 | |
| SHEBOYGAN COUNTY YMCA | ||||||||
| 812 BROUGHTON DRIVE | SHEBOYGAN | WI | 53081 | NONE | PC | PARTNERS WITH YOUTH - 2019 | $10,000 | |
| SHEBOYGAN SYMPHONY ORCHESTRA | ||||||||
| 830 N 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 4 - 100TH ANNIVERSARY | $25,000 | |
| SHEBOYGAN THEATRE COMPANY | ||||||||
| 607 S WATER ST | SHEBOYGAN | WI | 53081 | NONE | PC | SHOW SPONSOR 2020-2021 | $2,500 | |
| SHEBOYGAN YOUTH SAILING CLUB INC | ||||||||
| 619 BROUGHTON DRIVE PO BOX 471 | SHEBOYGAN | WI | 53082 | NONE | PC | REPLACE DOCK | $40,000 | |
| SHEBOYGAN YOUTH SAILING CLUB INC | ||||||||
| 619 BROUGHTON DRIVE PO BOX 471 | SHEBOYGAN | WI | 53082 | NONE | PC | CONTINUED SUPPORT | $25,000 | |
| HOLY FAMILY COLLEGE FKA SILVER LAKE COLLEGE | ||||||||
| 2406 S ALVERNO RD | MANITOWOC | WI | 54220 | NONE | PC | PLEDGE 5 OF 5 - SCHOLARSHIPS | $25,000 | |
| WEILL CENTER FOUNDATION | ||||||||
| 826 N 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE 2 OF 3- DEVELOP BUILDING MAINTENANCE FUND | $50,000 | |
| WISCONSIN MARITIME MUSEUM INC | ||||||||
| 75 MARITIME DRIVE | MANITOWOC | WI | 54220 | NONE | PC | CONTINUED SUPPORT | $2,500 | |
| WISCONSIN PUBLIC TELEVISION | ||||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PC | CONTINUED SUPPORT | $500 | |
| WISCONSIN RECOVERY COMMUNITY ORGANIZATION | ||||||||
| 730 ERIE AVENUE | SHEBOYGAN | WI | 53081 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| 1907 CLUB | ||||||||
| 2908 NORTH 21ST STREET | SHEBOYGAN | WI | 53081 | NONE | PC | EXPENSES RELATED TO COVID-19 | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,755,525 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHEBOYGAN COUNTY HALFWAY HOUSE | |||||||
| 503 ONTARIO AVE | SHEBOYGAN | WI | 53081 | NONE | PC | PLEDGE - $30,000/3 YEAR - STARTING OCTOBER 2020 | $30,000 |
| SAINT NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | PC | SUPPORT ST. NORBERT FUND-ANNUAL STUDENT AID | $40,000 |
| HABITAT FOR HUMANITY LAKESIDE | |||||||
| PO BOX 973 | SHEBOYGAN | WI | 53082 | NONE | PC | HOUSING PROGRAMS OR PROFESSIONAL DEV. | $40,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC | |||||||
| 3501 SOUTH LAKE DR | MILWAUKEE | WI | 53207 | NONE | PC | SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT PROGRAMS FOR SHEBOYGAN CITY. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $210,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $466,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $479,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $946,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $946,306 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,878 | Amt |
| Net Investment Income | $4,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,439 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VAN- INTERMEDIATE-TERM INV GRADE ADMIRAL | $776,473 | $843,211 |
| VAN - SHORT-TERM INV GRADE ADMIRAL | $1,192,150 | $1,233,767 |
| VAN - TOTAL BOND MARKET INDEX FUND ADMIRAL | $1,899,555 | $2,053,688 |
| VAN - TOTAL INTERNATIONAL BOND INDEX FUND ADM | $1,192,030 | $1,249,330 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VAN - REIT INDEX FUND ADMIRAL | AT COST | $694,896 | $731,508 |
| VAN - TOTAL STOCK MARKET INDEX FUND | AT COST | $5,568,366 | $9,594,773 |
| VAN - INTERNATIONAL GROWTH FUND ADMIRAL | AT COST | $943,510 | $2,020,301 |
| VAN - INTERNATIONAL VALUE FUND | AT COST | $1,222,263 | $1,374,801 |
| VAN- TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | AT COST | $2,436,816 | $2,980,425 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $20,415 | $20,415 | $0 |
| INVESTMENT FEES | $6,918 | $6,918 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $19,891 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |