JOSEPH AND ALICE BELLER ACHERMAN MEMORIAL FUND TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JOSEPH AND ALICE BELLER ACHERMAN MEMORIAL FUND TRUST (EIN 39-6209178)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-06
IRS object ID: 202121269349101442
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
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-06T14:00:06-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG U S LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 N WACKER DR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	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	396209178	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACHERMAN MEMORIAL TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACHE	BusinessNameControlTxt
Phone	5635892130	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	119 JUNCTION ROAD	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RAYE ANN DOWNS	PersonNm
Person Title	TRUST OFFICER	PersonTitleTxt
Phone	5635892130	PhoneNum
Signature	2021-05-03	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DONNA S GIKAS	PreparerPersonNm
PTIN	P01451693	PTIN
Phone	3128792000	PhoneNum
Preparation	2021-05-03	PreparationDt

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$216,714	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Dividends Rev And Expnss	$3,559	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,559	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,986	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,361	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,986	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$10,545	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,545	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,954	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$2,215	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$738	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$139	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$3,093	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,220	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$738	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,343	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,220	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$9,988	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,798	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,325	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$17,560	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$10,121	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10,121	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$115,619	CorporateStockBOYAmt
Corporate Stock EOY	$121,434	CorporateStockEOYAmt
Corporate Stock EOYFMV	$159,243	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$45,405	CorporateBondsBOYAmt
Corporate Bonds EOY	$45,248	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$47,350	CorporateBondsEOYFMVAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$178,584	TotalAssetsBOYAmt
Total Assets EOY	$176,803	TotalAssetsEOYAmt
Total Assets EOYFMV	$216,714	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$178,584	CapitalStockBOYAmt
Capital Stock EOY	$176,803	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$178,584	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$176,803	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$178,584	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$176,803	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$178,584	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,798	ExcessRevenueOverExpensesAmt
Other Increases	$17	OtherIncreasesAmt
Subtotal	$176,803	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$176,803	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
206.306 PRIMECAP ODYSSEY STOCK FUND	2016-01-28	2020-01-16	$7,274	$4,415	$2,859	$2,859
286.688 DWS SHORT DURATION-INST	2018-01-02	2020-01-28	$2,503	$2,541	-$38	-$38
5.79 FED HER INTERMED CORP BD-INS	2009-12-04	2020-01-29	$55	$57	-$2	-$2
15.094 GUGGENHEIM TOT RET BND-INST	2014-10-28	2020-01-29	$416	$408	$8	$8
7.908 PERFORMANCE TR STRAT BND	2015-03-17	2020-01-29	$183	$182	$1	$1
17.853 VANGUARD TOT BD MKT IDX-ADM	2014-09-26	2020-01-29	$200	$192	$8	$8
.16 VANGUARD S/T INVEST GRD-ADM	2011-12-01	2020-01-29	$2	$2
98.037 STONE RIDGE ALT LNDNG RSK	2018-01-02	2020-03-13	$1,002	$998	$4	$4
16.186 STONE RIDGE ALT LNDNG RSK	2018-01-02	2020-06-12	$158	$165	-$7	-$7
3.64 STONE RIDGE ALT LNDNG RSK	2018-01-02	2020-09-11	$182	$185	-$3	-$3
24.17 STONE RIDGE ALT LNDNG RSK	2018-01-02	2020-12-04	$1,232	$1,230	$2	$2
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P
CAPITAL GAIN DIVIDENDS					$4,154		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,986	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$116	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$116	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$116	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$67	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$67	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$49	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN BANK & TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5635892130	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	119 JUNCTION ROAD	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	WISCONSIN BANK TRUST	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	119 JUNCTION ROAD	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	1	AverageHrsPerWkDevotedToPosRt
Compensation	$2,954	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$189,453	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,571	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$204,024	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$204,024	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,060	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$200,964	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,048	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,048	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$116	TaxBasedOnInvestmentIncomeAmt
Total Tax	$116	TotalTaxAmt
Distributable Before Adj	$9,932	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$9,932	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$9,932	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,988	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$9,988	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$9,988	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$9,932	DistributableAsAdjustedAmt
Undistributed Income PY	$9,223	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$9,988	QualifyingDistributionsAmt
Applied To Year1	$9,223	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$765	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	$9,167	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JULIE ENLOE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	WISCONSIN BANK TRUST 119 JUNCTIO	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53717	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6082031219	RecipientPhoneNum
Form And Info And Materials	WRITTEN STATEMENT WITH PURPOSE INTENDED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	ENTITIES FOR THE BENEFIT OF SENIOR CITIZENS OF MONROE, WI	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GREEN COUNTY HAND IN HAND
ADULT CARE CENTER	N3152 STATE ROAD 81	MONROE	WI	53566	NONE	PC	PROVIDE STRUCTURED DAY	$3,000
GREEN COUNTY YMCA
	1307 2ND STREET	MONROE	WI	53566	NONE	PC	PARTIAL SCHOLARSHIPS FOR	$1,000
GREEN COUNTY HOME DELIVERED
MEAL PROGRAM	N3152 STATE STREET ROAD 81	MONROE	WI	53566	NONE	PC	PROVIDES MEALS TO HOMEBOUND	$5,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,250	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,559	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,986	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$10,545	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$10,545	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$17	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE	$67	$0	$0
FEDERAL ESTIMATES - PRINCIPAL	$67	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$5	$5	$0