DAVID & MARY ANDERSON FAMILY: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & MARY ANDERSON FAMILY (EIN 45-1844915)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-27
- IRS object ID
- 202122399349100422
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-27T15:39:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050946 | 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 | 451844915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY ANDERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 6086982244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ANDERSON | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 6086982244 | PhoneNum |
| Signature | 2021-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ASH | PreparerPersonNm |
| PTIN | P00024020 | PTIN |
| Phone | 6088332612 | PhoneNum |
| Preparation | 2021-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,533 | 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 | $3,153 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,577 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,935 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,077 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,104 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,104 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,286 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,372 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $74,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,803 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $154,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $154,528 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $154,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $170,331 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,407 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,924 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,924 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,005 | 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 | $1,005 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $769 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $769 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6086982244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH CAFLISCH | ||||||||
| 2211 FOLWELL AVENUE | FALCON HEIGHTS | MN | 55108 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MATTHEW ANDERSON | ||||||||
| 1601 DURHAM COURT | EDMOND | OK | 73013 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOSEPH ANDERSON | ||||||||
| 1814 SKYLINE CURVE | MINNEAPOLIS | MN | 55410 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID R ANDERSON | ||||||||
| 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID K ANDERSON | ||||||||
| 4917 WOODBURN DRIVE | MADISON | WI | 53711 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KRISTINE MOSES | ||||||||
| 5747 SANDHILL DRIVE | MIDDLETON | WI | 53562 | SECRETARY/TREASURER | 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 | $67,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $236 | TotalTaxAmt |
| Distributable Before Adj | $3,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,615 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $161,326 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,398 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $168,031 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $208,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $957,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,124,981 | 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 | $161,326 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $963,655 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,398 | ExcessFromYear4Amt |
| Excess From Year3 | $168,031 | ExcessFromYear3Amt |
| Excess From Year2 | $208,911 | ExcessFromYear2Amt |
| Excess From Year1 | $111,383 | ExcessFromYear1Amt |
| Excess From Current Year | $167,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MOM'S DEMAND ACTION | ||||||
| 10305 NORTHLAND ROAD | OKLAHOMA CITY | OK | 73120 | PC | GENERAL PURPOSE | $25,000 |
| BRIARPATCH YOUTH SERVICES | ||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | PC | GENERAL PURPOSE | $20,000 |
| MADISON COMMUNITY FOUNDATION | ||||||
| 111 N FAIRCHILD STREET SUITE 260 | MADISON | WI | 53703 | PC | GENERAL PURPOSE | $20,000 |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||
| 2123 WEST BROADWAY AVENUE 100 | MINNEAPOLIS | MN | 55411 | PC | GENERAL PURPOSE | $20,000 |
| MINNESOTA LITERACY COUNCIL | ||||||
| 700 RAYMOND AVENUE SUITE 180 | SAINT PAUL | MN | 55114 | PC | GENERAL PURPOSE | $18,000 |
| UNIVERSITY OF MN FOUNDATION | ||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | PC | GENERAL PURPOSE | $15,000 |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY | ||||||
| 3900 N MARTIN LUTHER KING JR AVE | OKLAHOMA CITY | OK | 73111 | PC | GENERAL PURPOSE | $10,000 |
| THRIVE OKC | ||||||
| 3000 UNITED FOUNDERS BLVD SUITE 247 | OKLAHOMA CITY | OK | 73112 | PC | GENERAL PURPOSE | $10,000 |
| WISCONSIN CENTER FOR NURSING | ||||||
| 1921 E HARTFORD AVE | MILWAUKEE | WI | 53201 | PC | GENERAL PURPOSE | $10,000 |
| EDGEWOOD COLLEGE | ||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | PC | NURSING SCHOLARSHIP | $9,604 |
| MADISON WEST ATHLETIC BOOSTER ASSOCIATION | ||||||
| PO BOX 5461 | MADISON | WI | 53705 | PC | GENERAL PURPOSE | $5,000 |
| AMERICAN RED CROSS | ||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | PC | GENERAL PURPOSE | $2,500 |
| ROSEVILLE AREA SCHOOLS FOUNDATION | ||||||
| 1910 W COUNTY RD B | ROSEVILLE | MN | 55113 | PC | GENERAL PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,104 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,533 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,533 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,870 | Amt |
| Net Investment Income | $2,935 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,935 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| MOM'S DEMAND ACTION | |||||
| 10305 NORTHLAND ROAD | OKLAHOMA CITY | OK | 73120 | CASH THAT WAS DONATED. | $25,000 |
| BRIARPATCH YOUTH SERVICES | |||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | CASH THAT WAS DONATED. | $20,000 |
| MADISON COMMUNITY FOUNDATION | |||||
| 111 N FAIRCHILD STREET SUITE 260 | MADISON | WI | 53703 | CASH THAT WAS DONATED. | $20,000 |
| NORTHSIDE ACHIEVEMENT ZONE | |||||
| 2123 WEST BROADWAY AVENUE 100 | MINNEAPOLIS | MN | 55411 | CASH THAT WAS DONATED. | $20,000 |
| MINNESOTA LITERACY COUNCIL | |||||
| 700 RAYMOND AVENUE SUITE 180 | SAINT PAUL | MN | 55114 | CASH THAT WAS DONATED. | $18,000 |
| UNIVERSITY OF MN FOUNDATION | |||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | CASH THAT WAS DONATED. | $15,000 |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY | |||||
| 3900 N MARTIN LUTHER KING JR AVE | OKLAHOMA CITY | OK | 73111 | CASH THAT WAS DONATED. | $10,000 |
| THRIVE OKC | |||||
| 3000 UNITED FOUNDERS BLVD SUITE 247 | OKLAHOMA CITY | OK | 73112 | CASH THAT WAS DONATED. | $10,000 |
| WISCONSIN CENTER FOR NURSING | |||||
| 1921 E HARTFORD AVE | MILWAUKEE | WI | 53201 | CASH THAT WAS DONATED. | $10,000 |
| EDGEWOOD COLLEGE | |||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | CASH THAT WAS DONATED. | $9,604 |
| MADISON WEST ATHLETIC BOOSTER ASSOCIATION | |||||
| PO BOX 5461 | MADISON | WI | 53705 | CASH THAT WAS DONATED. | $5,000 |
| AMERICAN RED CROSS | |||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | CASH THAT WAS DONATED. | $2,500 |
| ROSEVILLE AREA SCHOOLS FOUNDATION | |||||
| 1910 W COUNTY RD B | ROSEVILLE | MN | 55113 | CASH THAT WAS DONATED. | $2,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL ASSETS WERE CONVERTED TO CASH AND THEN SUBSEQUENTLY DONATED TO CHARITY BY DECEMBER 31, 2020. THE ARTICLES OF DISSOLUTION THAT WERE FILED WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS ARE ATTACHED. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,153 | LegalFeesAmt |
| Net Investment Income | $1,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,576 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $1,077 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,077 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $143 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ANDERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |