SENKBEIL FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SENKBEIL FAMILY FOUNDATION INC (EIN 39-2010296)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202001509349100510
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T11:52:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391916875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPU-TEK ACCOUNTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 UNION AVENUE | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53081 | 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 | 392010296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENKBEIL FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENK | BusinessNameControlTxt |
| Phone | 9204679964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 SETTLERS CIRCLE | AddressLine1Txt |
| City | SHEBOYGAN FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C SENKBEIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204679964 | PhoneNum |
| Signature | 2020-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M ELLIS CPA | PreparerPersonNm |
| PTIN | P00118505 | PTIN |
| Phone | 9204579494 | PhoneNum |
| Preparation | 2020-05-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.188.110.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 11:52:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 473A4D8818DA7972E01EFDE7C0ED2DEE4E9EE13B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 473A4D8818DA7972E01EFDE7C0ED2DEE4E9EE13B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,291 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,774 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,774 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,268 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $61,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $61,009 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $62,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,797 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $333 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $585 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,797 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,224 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $99,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $142,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,067 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $117,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,291 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $117,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $144,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $144,791 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $144,791 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,114 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,317 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.326836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,703 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,811 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.315539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,787 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.277126 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $116,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.212192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $135,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.240696 | DistributionYr5Rt |
| Total Distribution | 1.372389 | TotalDistributionRt |
| Average Distribution | 0.274478 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,828 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,568 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76 | SubtotalAmt |
| Tax Based On Investment Income | $76 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $76 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT C SENKBEIL | IndividualWithBooksNm |
| Phone | 9204679964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 SETTLERS CIRCLE | AddressLine1Txt |
| City | SHEBOYGAN FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53085 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT C SENKBEIL | |||||||||
| 866 SETTLERS CIRCLE | SHEBOYGAN FALLS | WI | 53085 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| MONICA M SENKBEIL | |||||||||
| 866 SETTLERS CIRCLE | SHEBOYGAN FALLS | WI | 53085 | VICE PRES. | 000.00 | $0 | $0 | $0 | |
| MICHAEL J SENKBEIL | |||||||||
| 3370 RIDGE ROCK ROAD | WEST BEND | WI | 53095 | TREASURER | 000.00 | $0 | $0 | $0 | |
| K ALLEN VOSS | |||||||||
| C/O ROHDE DALES LLP 909 N 8TH ST | SHEBOYGAN | WI | 53081 | SECRETARY | 000.00 | $0 | $0 | $0 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $122,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,033 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,614 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $143,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76 | TotalTaxAmt |
| Distributable Before Adj | $6,997 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,997 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,568 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,568 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,568 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,997 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,090 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,568 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,571 | RemainingDistriFromCorpusAmt |
| Total Corpus | $149,234 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,985 | ExcessFromYear4Amt |
| Excess From Year3 | $20,351 | ExcessFromYear3Amt |
| Excess From Year2 | $28,396 | ExcessFromYear2Amt |
| Excess From Year1 | $28,090 | ExcessFromYear1Amt |
| Excess From Current Year | $27,571 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONCORDIA UNIVERSITY | ||||||||
| 800 N COLUMBIA AVE | SEWARD | NE | 68434 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | TAX-EXEMPT | EDUCATION | $5,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 12800 N LAKE DRIVE | MEQUON | WI | 53097 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | |
| CONCORDIA THEOLOGICAL | ||||||||
| 6600 N CLINTON STREET | FORT WAYNE | IN | 468254996 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | SEMINARY |
| CONCORDIA THEOLOGICAL | ||||||||
| 801 DEMUN AVENUE | ST LOUIS | MO | 631053168 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | SEMINARY |
| SHEBOYGAN LUTHERAN HIGH | ||||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | OPERATING BUDGET | $2,000 | |
| LIVING WORD LUTHERAN HIGH SCHOOL | ||||||||
| 2230 LIVING WORD LANE | JACKSON | WI | 53037 | NONE | TAX-EXEMPT | EDUCATION | $5,000 | |
| TRINITY EVANGELICAL | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | OPERATING BUDGET | $15,000 | |
| TRINITY LUTHERAN SCHOOL | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | EDUCATION | $2,000 | |
| LUTHERAN HIGH SCHOOL SOUTH | ||||||||
| 5401 LUCA AND HUNT ROAD | ST LOUIS | MO | 63123 | NONE | TAX-EXEMPT | OPERATING BUDGET | $500 | |
| CROWN OF LIFE LUTHERAN CHURCH | ||||||||
| 13131 W SPANISH GARDEN DR | SUN CITY WEST | AZ | 85375 | NONE | TAX-EXEMPT | OPERATING BUDGET | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,438 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| UNREALIZED GAIN OR LOSS | $58,814 |
| ADJUSTMENT TO REALIZED GAIN | $2,195 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,585 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,359 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TEMPORARY EXCESS CASH BALANCES ARE INVESTED PENDING THE DETERMINATION OF THE ACTUAL USAGE OF THE FUNDS, FURTHERING THE BENEFITS OF THE FOUNDATION TO FUTURE RECIPIENTS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $585 | Amt |
| Disbursements Charitable Prps | $585 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 50 SHS AT&T | 2018-11 | PURCHASE | 2019-09 | $1,896 | $1,501 | $395 |
| 50 SHS DOW INC | 2019-05 | PURCHASE | 2019-11 | $2,767 | $2,832 | -$65 |
| 125 SHS RANGE RESOURCES | 2014-12 | PURCHASE | 2019-12 | $603 | $5,743 | -$5,140 |
| 50 SHS WALMART INC | 2015-06 | PURCHASE | 2019-12 | $6,002 | $3,630 | $2,372 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 CITIGROUP INC NEW | $7,989 | $7,989 |
| 100 MERK & CO | $9,095 | $9,095 |
| 100 ORACLE CORP | $5,298 | $5,298 |
| 125 CISCO SYSTEMS INC | $5,995 | $5,995 |
| 125 RANGE RESOURCES CORP | ||
| 200 OWENS-ILLINOIS INC | $2,386 | $2,386 |
| 500 ALLEGHENY TECH INC NEW | $10,330 | $10,330 |
| 100 BANK OF AMERICA | $3,522 | $3,522 |
| 250 AT&T INC | $9,770 | $9,770 |
| 50 WALMART | ||
| 75 JP MORGAN CHASE & CO | $10,455 | $10,455 |
| 75 METLIFE INC | $3,823 | $3,823 |
| 75 PFIZER INC | $2,938 | $2,938 |
| 350 KINDER MORGAN INC | $7,409 | $7,409 |
| 180 MC DONALDS CORP | $35,570 | $35,570 |
| 125 BRISTOL MEYERS SQUIBB | $8,024 | $8,024 |
| 100 COGNIZANT TECH SOLUTIONS | $6,202 | $6,202 |
| 125 DOW INC | $6,841 | $6,841 |
| 100 DU PONT E I DE NEMOURS | $6,420 | $6,420 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $333 | LegalFeesAmt |
| Disbursements Charitable Prps | $333 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| UNREALIZED GAIN OR LOSS | $58,814 | $58,814 |
| ADJUSTMENT TO REALIZED GAIN | $2,195 | $2,195 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $21 | Amt |