SHOMOS FAMILY FOUNDATION LTD: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHOMOS FAMILY FOUNDATION LTD (EIN 39-1622902)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202041979349101349
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T13:31:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391128206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN STREET SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391622902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOMOS FAMILY FOUNDATION LTD | BusinessNameLine1Txt |
| Business Name Line2 | C/O GODFREY & KAHN SC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOM | BusinessNameControlTxt |
| Phone | 4142733500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST NO 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J GARDNER GOVAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142733500 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C SMITH | PreparerPersonNm |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | PhoneNum |
| 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 | $1,242,437 | 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 | $17,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,687 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,500 | 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 | $5,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,160 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,646 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,946 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,708 | AcctRcvblAmt |
| Acct Rcvbl BOY | $245 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,708 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,708 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $351,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $336,161 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,051,783 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $479,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,242,437 | 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 | $479,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $526,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $526,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $526,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $526,815 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $526,815 | 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 |
| Gross Sales Price | $190,461 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $136,687 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $136,687 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,687 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,203,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,083,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079818 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,821 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $993,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,881 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $998,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,333 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $973,453 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046569 | DistributionYr5Rt |
| Total Distribution | 0.356708 | TotalDistributionRt |
| Average Distribution | 0.071342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,194,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,704 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $668 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $668 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $788 | TaxDueAmt |
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 | GODFREY KAHN SC | IndividualWithBooksNm |
| Phone | 4142733500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST STE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AUDREY T SHOMOS | ||||||||
| 134 GROVE ST | EVANSVILLE | WI | 53536 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MONICA J SHOMOS | ||||||||
| 13101 OLD BALDY TRL | AUSTIN | TX | 78737 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| J GARDNER GOVAN | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | TREASURER/DIRECTOR | 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 | $1,049,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,213,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,213,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,194,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,456 | TotalTaxAmt |
| Distributable Before Adj | $58,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,456 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,120 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,072 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $166,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,669 | ExcessFromYear4Amt |
| Excess From Year3 | $37,975 | ExcessFromYear3Amt |
| Excess From Year2 | $34,642 | ExcessFromYear2Amt |
| Excess From Year1 | $50,666 | ExcessFromYear1Amt |
| Excess From Current Year | $40,120 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION INC | ||||||
| 5395 E CHERYL PKWY | MADISON | WI | 53711 | PUBLIC CHARITY | CHARITABLE | $500 |
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||
| 300 TECHNOLOGY SQUARE STE 400 | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | CHARITABLE | $500 |
| ALZHEIMER'S ASSOCIATION (WISCONSIN CHAPTER) | ||||||
| 2820 WALTON COMMONS STE 132 | MADISON | WI | 53718 | PUBLIC CHARITY | CHARITABLE | $500 |
| ASHOKAN FOUNDATION INC | ||||||
| PO BOX 49 | SAUGERTIES | NY | 12477 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| AUSTIN AMERICAN STATESMAN SEASON CARING FUND (AUSTIN COMMUNITY FOUNDATION) | ||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUSTIN CREATIVE REUSE | ||||||
| 2005 WHELESS LN | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $250 |
| AUSTIN DOG ALLIANCE | ||||||
| 12129 RR 620 N STE 491 | AUSTIN | TX | 78750 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN FRIENDS OF TRADITIONAL MUSIC | ||||||
| PO BOX 49608 | AUSTIN | TX | 78765 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AUSTIN HUMANE SOCIETY | ||||||
| 124 ANDERSON LN | AUSTIN | TX | 78752 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN PARKS FOUNDATION | ||||||
| 816 CONGRESS AVE STE 1680 | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN PETS ALIVE | ||||||
| PO BOX 6247 | AUSTIN | TX | 78762 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN ZOO | ||||||
| 10807 RAWHIDE TRL | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CANCER RESEARCH INSTITUTE INC | ||||||
| 29 BROADWAY 4TH FLR | NEW YORK | NY | 10006 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CARITAS OF AUSTIN | ||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $500 |
| CENTER FOR WOMEN & THEIR WORK INC | ||||||
| 1710 LAVACA ST | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CENTRAL TEXAS FOOD BANK (CAPITAL AREA FOOD BANK OF TEXAS INC) | ||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES | ||||||
| 20 ECLIPSE CTR | BELOIT | WI | 53511 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 27 S LAPATERA LN | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| DOMESTIC ABUSE INTERVENTION SERVICES INC | ||||||
| 2102 FORDEM AVE | MADISON | WI | 53704 | PUBLIC CHARITY | CHARITABLE | $250 |
| DRIPPING SPRINGS HELPING HANDS INC | ||||||
| PO BOX 804 | DRIPPING SPRINGS | TX | 78620 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EMANCIPET INC | ||||||
| 7010 EASY WIND DR 260 | AUSTIN | TX | 78752 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| EMPTY STOCKING CLUB (WISCONSIN STATE JOURNAL) | ||||||
| PO BOX 8056 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $250 |
| ENERGY SERVICES INC | ||||||
| 1225 S PARK ST | MADISON | WI | 53715 | PUBLIC CHARITY | CHARITABLE | $500 |
| EVANSVILLE COMMUNITY PARTNERSHIP INC | ||||||
| PO BOX 321 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $500 |
| EVANSVILLE ECUMENICAL CARE CLOSET LTD | ||||||
| 206 S MADISON ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| EVANSVILLE FUND | ||||||
| 26 S JACKSON ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $500 |
| FAMILY ELDERCARE INC | ||||||
| 1700 RUTHERFORD LN | AUSTIN | TX | 78754 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRENCH BULLDOG RESCUE NETWORK | ||||||
| PO BOX 4764 | GLEN ALLEN | VA | 23058 | PUBLIC CHARITY | CHARITABLE | $250 |
| FRIENDS OF NOAH - WISCONSIN | ||||||
| PO BOX 308 | JANESVILLE | WI | 53547 | PUBLIC CHARITY | CHARITABLE | $500 |
| FRIENDS OF THE EAGER FREE PUBLIC LIBRARY | ||||||
| 39 W MAIN ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| FRIENDS OF WISCONSIN PUBLIC TELEVISION INC | ||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| GLOBAL WILDLIFE CONSERVATION | ||||||
| PO BOX 129 | AUSTIN | TX | 78767 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| GREEN CORN PROJECT | ||||||
| 1210 ROSEWOOD AVE | AUSTIN | TX | 78702 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| HABITAT FOR HUMANITY OF DANE COUNTY | ||||||
| 1014 FIEDLER LN 29 | MADISON | WI | 53713 | PUBLIC CHARITY | CHARITABLE | $250 |
| HILL COUNTRY CONSERVANCY INC | ||||||
| PO BOX 163125 | AUSTIN | TX | 78716 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JUSTICE IN AGING | ||||||
| 1444 EYE ST NW STE 1100 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MADISON SENIOR CENTER FOUNDATION INC | ||||||
| 330 W MIFFLIN ST | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $500 |
| MOBILE ART PROGRAM | ||||||
| 1503 W 30TH | AUSTIN | TX | 78703 | PUBLIC CHARITY | CHARITABLE | $500 |
| MOBILE LOAVES & FISHES INC | ||||||
| 9301 HOG EYE RD 950 | AUSTIN | TX | 78724 | PUBLIC CHARITY | CHARITABLE | $500 |
| NATIONAL COUNCIL ON THE AGING INC | ||||||
| 251 18TH ST S STE 500 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | CHARITABLE | $500 |
| NORTHERN SKY THEATER INC | ||||||
| PO BOX 273 | FISH CREEK | WI | 54212 | PUBLIC CHARITY | CHARITABLE | $250 |
| OPERATION HOMEFRONT | ||||||
| 8930 FOURWINDS DR STE 340 | SAN ANTONIO | TX | 78239 | PUBLIC CHARITY | CHARITABLE | $500 |
| OXFAM-AMERICA INC | ||||||
| 226 CAUSEWAY ST 5TH FLR | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PAWS OF AUSTIN | ||||||
| 7202 S BROOK | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $1,250 |
| PETS FOR THE ELDERLY FOUNDATION | ||||||
| 530 E HUNT HWY STE 103 PMB 472 | SAN TAN VALLEY | AZ | 85143 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PLANNED PARENTHOOD OF WISCONSIN INC | ||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | PUBLIC CHARITY | CHARITABLE | $250 |
| PNEUMA - WINDS OF HOPE INC | ||||||
| 113 CECILIA ST | BAY ST LOUIS | MS | 39520 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PORCHLIGHT INC | ||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | PUBLIC CHARITY | CHARITABLE | $500 |
| ROCK COUNTY HUMANE SOCIETY INC (HUMANE SOCIETY OF SOUTHERN WISCONSIN) | ||||||
| 222 S ARCH ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $500 |
| SECOND HARVEST FOODBANK OF SOUTHERN WI | ||||||
| PO BOX 8983 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $500 |
| SHELTERBOX USA INC | ||||||
| 7359 MERCHANT CT | LAKEWOOD RANCH | FL | 34240 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SJOGREN'S SYNDROME FOUNDATION INC | ||||||
| 6707 DEMOCRACY BLVD STE 325 | BETHESDA | MD | 20817 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SUN RADIO FOUNDATION INC | ||||||
| 12600 HILL COUNTRY BLVD STE R130 | AUSTIN | TX | 78738 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SUSTAINABLE FOOD CENTER INC | ||||||
| 1106 CLAYTON LN STE 480W | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| THE NATURE CONSERVANCY | ||||||
| 633 W MAIN ST | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE SAFE ALLIANCE | ||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE SALVATION ARMY | ||||||
| 3030 DARBO DR | MADISON | WI | 53714 | PUBLIC CHARITY | CHARITABLE | $250 |
| THERAPY PET PALS OF TEXAS INC | ||||||
| 3930 BEE CAVE RD C | AUSTIN | TX | 78746 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| UNITED WAY BLACKHAWK REGION | ||||||
| 205 N MAIN ST STE 101 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE | $500 |
| WIMBERLEY ADOPTION GROUP & RESCUE INC | ||||||
| PO BOX 2603 | WIMBERLY | TX | 78676 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WISCONSIN BADGER CAMP INC | ||||||
| PO BOX 723 | PLATTEVILLE | WI | 53818 | PUBLIC CHARITY | CHARITABLE | $250 |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||
| PO BOX 260050 | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE | $500 |
| WISCONSIN PUBLIC RADIO ASSOCIATION INC | ||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| WISCONSIN VETERANS MUSEUM FOUNDATION INC | ||||||
| 30 W MIFFLIN ST STE 200 | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,250 | 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 | $17,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $154,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,500 | 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 | TAX RETURN PREPARATION & ACCOUNTING FEES | CategoryTxt |
| Amt | $5,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,160 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PROVIDENT TRUST CO - VARIOUS EQUITY HOLDINGS | StockNm |
| EOY Book Value | $336,161 | EOYBookValueAmt |
| EOYFMV | $1,051,783 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,646 | Amt |
| Net Investment Income | $8,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 FORM 990-PF TAX ESTIMATES | $135 | $0 | $0 |
| FOREIGN TAXES | $206 | $206 | $0 |