SHOCKLEY FOUNDTION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHOCKLEY FOUNDTION (EIN 39-6764154)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-06
- IRS object ID
- 202000669349100330
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-06T16:00:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396764154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOCKLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOC | BusinessNameControlTxt |
| Phone | 3869561806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 KINGSLEY CIRCLE | AddressLine1Txt |
| City | ORMOND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32174 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY SHOCKLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6087709440 | PhoneNum |
| Signature | 2020-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI KONKEL | PreparerPersonNm |
| PTIN | P00503121 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2020-02-25 | 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 | $183,527 | 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 | $2,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,135 | 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 | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,522 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,337 | CashBOYAmt |
| Cash EOY | $7,158 | CashEOYAmt |
| Cash EOYFMV | $7,158 | CashEOYFMVAmt |
| Other Investments BOY | $104,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $176,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $112,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,527 | 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 | $112,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $106,117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $106,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD INDEX FUND | P | 2019-02-20 | $848 | $741 | $107 | $107 |
| SPDR SER TR S&P DIVID ETF | P | 2019-03-04 | $1,588 | $1,394 | $194 | $194 |
| VANGUARD INDEX FUND | P | 2019-03-04 | $772 | $667 | $105 | $105 |
| CELEGENE CORP | P | 2019-03-06 | $343 | $110 | $233 | $233 |
| PARK HOTELS RESORTS INC | P | 2019-06-20 | $1,199 | $1,050 | $149 | $149 |
| VANGUARD INDEX FUND | P | 2019-06-20 | $5,909 | $4,825 | $1,084 | $1,084 |
| BOEING CO | P | 2019-08-01 | $686 | $854 | -$168 | -$168 |
| BOEING CO | P | 2019-08-08 | $331 | $416 | -$85 | -$85 |
| VANGUARD INDEX FUND | P | 2019-08-08 | $2,467 | $1,765 | $702 | $702 |
| VANGUARD INDEX FUND | P | 2019-08-26 | $1,734 | $1,228 | $506 | $506 |
| SERVICEMASTER GLOBAL | P | 2019-10-24 | $681 | $842 | -$161 | -$161 |
| ECOLAB INC | P | 2019-11-13 | $189 | $207 | -$18 | -$18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,648 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $162,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,680 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $150,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.249528 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,604 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $294,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.602621 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,024 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $405,976 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.362149 | DistributionYr5Rt |
| Total Distribution | 1.358617 | TotalDistributionRt |
| Average Distribution | 0.271723 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $162,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $548 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $495 | OverpaymentAmt |
| Applied To ES Tax | $495 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | 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 | TERRY SHOCKLEY | IndividualWithBooksNm |
| Phone | 3869561806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 KINGSLEY CIRCLE | AddressLine1Txt |
| City | ORMOND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32174 | 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 |
|---|---|---|---|---|---|---|---|---|
| TERRY K SHOCKLEY | ||||||||
| 56 KINGSLEY CIRCLE | ORMOND BEACH | FL | 32174 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA K SHOCKLEY | ||||||||
| 56 KINGSLEY CIRCLE | ORMOND BEACH | FL | 32174 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TONI K PETERSON | ||||||||
| 4190 TRILLIUM LANE E | MINNETRISTA | MN | 55364 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD L SHOCKLEY | ||||||||
| 3231 N WILTON 1 | CHICAGO | IL | 60657 | TRUSTEE | 0.00 | $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 | $159,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53 | TotalTaxAmt |
| Distributable Before Adj | $8,093 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,093 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $164,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,746 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,593 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $333,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $293 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $293 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $333,183 | 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 | $128,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $164,660 | ExcessFromYear4Amt |
| Excess From Year3 | $30,746 | ExcessFromYear3Amt |
| Excess From Year2 | $9,593 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL WRESTLING HALL OF FAME | |||||||
| 405 W HALL OF FAME AVE | STILLWATER | OK | 74075 | N/A | 501(C)(3) | GENERAL OPERATING EXPENSES | $5,000 |
| ROCK ISLAND MILAN EDUCATION FOUNDATION | |||||||
| 2101 SIXTH AVE | ROCK ISLAND | IL | 612012296 | N/A | 501(C)(3) | GENERAL OPERATING EXPENSES | $500 |
| WISCONSIN BROADCASTERS ASSOCIATION FOUNDATION INC | |||||||
| 44 EAST MIFFLIN STREET SUITE 900 | MADISON | WI | 53703 | N/A | 501(C)(3) | GENERAL OPERATING EXPENSES | $2,000 |
| KIWANIS FOUNDATION | |||||||
| 5 E WILSON ST | MADISON | WI | 53703 | N/A | 501(C)(3) | GENERAL OPERATING EXPENSES | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,800 | 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 | $2,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,135 | 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 | $1,925 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBVIE INC COM | AT COST | $5,443 | $7,437 |
| ALPHABET INC CAP STK CL C | AT COST | $5,498 | $9,359 |
| ALTRIA GROUP INC | AT COST | $1,669 | $1,248 |
| AMAZON.COM INC | AT COST | $6,374 | $14,783 |
| APPLE INC | AT COST | $1,282 | $12,333 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | AT COST | $2,596 | $7,474 |
| CLOROX CO | AT COST | $1,553 | $1,842 |
| COSTCO WHOLESALE CORP | AT COST | $4,363 | $8,230 |
| DISNEY WALT CO | AT COST | $93 | $289 |
| GOLDMAN SACHS GROUP INC | AT COST | $3,105 | $6,208 |
| HILTON GRAND VACATIONS INC COM | AT COST | $409 | $653 |
| HILTON WORKDWIDE HLDGS INC | AT COST | $3,136 | $7,209 |
| JP MORGAN CHANGE & CO | AT COST | $7,122 | $13,801 |
| NIKE INC CLASS B | AT COST | $409 | $1,520 |
| STARBUCKS CORP COM | AT COST | $759 | $1,846 |
| VISA INC COM | AT COST | $3,557 | $9,395 |
| ABBOT LABORATORIES | AT COST | $2,049 | $2,780 |
| MICROSOFT CORP | AT COST | $7,533 | $12,143 |
| PAYPAL HOLDGS | AT COST | $611 | $757 |
| SALESFORCE COM INC | AT COST | $410 | $488 |
| SPDR SER TR S&P DIVID ETF | AT COST | $1,292 | $1,614 |
| VANGUARD FTSE DEVELOPED MARKET ETF | AT COST | $1,733 | $1,806 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | AT COST | $9,700 | $14,027 |
| VANGUARD INDEX FDS VANGUARD SMALL CAP | AT COST | $10,692 | $15,896 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | AT COST | $2,225 | $3,476 |
| VANGUARD WHITEHALL FDS HIGH DIVIDENDS | AT COST | $5,634 | $7,216 |
| VANGUARD GROUP DIV | AT COST | $6,462 | $9,225 |
| SCOTTS MIRACLE-GRO CO | AT COST | $1,654 | $1,593 |
| ZOETIS INC COM | AT COST | $1,596 | $1,721 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,522 | Amt |
| Net Investment Income | $1,522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |