HEYRMAN CONSTRUCTION CO INC FNDTN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEYRMAN CONSTRUCTION CO INC FNDTN (EIN 39-6615213)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349101220
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T10:04:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391421794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMANS & ASSOCIATES CPA'S SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S WEBSTER AVE SUITE 3 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | 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 | 396615213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEYRMAN CONSTRUCTION CO INC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEYR | BusinessNameControlTxt |
| Phone | 9204333109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12800 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543072800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL HEYRMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9204333109 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M HERMANS | PreparerPersonNm |
| PTIN | P00118408 | PTIN |
| Phone | 9204356121 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.103.135.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 09:59:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 3932712020196034ee05 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1909E6790B527EFA93631ADF894512207292740A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1909E6790B527EFA93631ADF894512207292740A | 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 | $1,771,191 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $554,693 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $583,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,361 | 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 | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,614 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $514,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,462 | CashBOYAmt |
| Cash EOY | $61,088 | CashEOYAmt |
| Cash EOYFMV | $61,088 | CashEOYFMVAmt |
| Other Investments BOY | $817,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,376,635 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,710,103 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $922,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,437,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,771,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $922,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,437,723 | 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 | $922,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $922,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,437,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $922,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $514,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,437,723 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 87.655 VANGUARD INDEX TR 500 | P | 2018-01-02 | 2019-11-07 | $25,000 | $21,816 | $3,184 | $3,184 |
| 16.905 VANGUARD INDEX TR 500 | P | 2018-01-02 | 2019-12-18 | $5,000 | $4,207 | $793 | $793 |
| 30 AMAZON INC | P | 2013-08-29 | 2019-07-30 | $57,089 | $8,547 | $48,542 | $48,542 |
| 773 SH BERSHIRE HATHAWAY | P | 2012-08-10 | 2019-07-30 | $160,640 | $65,274 | $95,366 | $95,366 |
| 2714 SH COMCAST CORP | P | 2012-06-05 | 2019-12-20 | $118,923 | $39,496 | $79,427 | $79,427 |
| 9.135 VANGUARD MID CAP | P | 2016-12-19 | 2019-12-18 | $2,000 | $1,512 | $488 | $488 |
| 12.632 VANGUARD SML CAP | P | 2017-06-23 | 2019-12-18 | $1,000 | $820 | $180 | $180 |
| 600 DANAHER CORP | P | 2008-02-01 | 2019-07-30 | $85,407 | $17,090 | $68,317 | $68,317 |
| 2197 US BANCORP | P | 2009-05-12 | 2019-12-20 | $132,070 | $39,216 | $92,854 | $92,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $817,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,181 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $537,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067339 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $363,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031637 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $134,295 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,296 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044608 | DistributionYr5Rt |
| Total Distribution | 0.238866 | TotalDistributionRt |
| Average Distribution | 0.047773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,248,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,137 | 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 | ASSOCIATED TRUST COMPANY | IndividualWithBooksNm |
| Phone | 9204333109 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS ST | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543079006 | 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 |
|---|---|---|---|---|---|---|---|---|
| EARL HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VERNON HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 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 | $1,232,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,267,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,267,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,248,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,057 | TotalTaxAmt |
| Distributable Before Adj | $54,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $632 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,630 | 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 | $7,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,690 | ExcessFromYear2Amt |
| Excess From Year1 | $4,308 | ExcessFromYear1Amt |
| Excess From Current Year | $632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EARL HEYRMAN HEYRMAN CONSTRUCTION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 WAUBE LANE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204990827 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO PARTICULAR FORM TO SUBMIT REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| BELLIN COLLEGE OF NURSING | |||||||
| 3201 EATON RD | GREEN BAY | WI | 54311 | NONE | PC | PROGRAM SUPPORT | $9,000 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA ST | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| EAST SHORE INDUSTRIES INC | |||||||
| 813 RABAS ST | ALGOMA | WI | 54201 | NONE | PC | HELP DISABLED TO INDEPENDENCE | $1,000 |
| FAMILY SERVICE ASSOCIATION | |||||||
| 1930 N 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | FINANCIAL MANAGEMENT PROGRAMS | $2,000 |
| FREEDOM HOUSE | |||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | NONE | PC | SERVICE TO HOPELESS & HOMELESS | $2,000 |
| GIRL SCOUTS OF AMERICA | |||||||
| PO BOX 9456 | GREEN BAY | WI | 54308 | NONE | PC | LEADERSHIP DEVELOPMENT TO GIRLS AGES 5-17 | $3,000 |
| HEAVEN'S TOUCH INC | |||||||
| 1043 WESTERN AVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $3,750 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 W MASON ST | GREEN BAY | WI | 54303 | NONE | PC | MALE MENTORING PROGRAM | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE STE 100 | HOUSTON | TX | 77054 | NONE | PC | MOBILIZE PEOPLE TO DRIVE RESEARCH FOR A CURE | $250 |
| NEW COMMUNITY SHELTER | |||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PC | SHELTER, COUNSELING, & MEALS TO GREEN BAY AREA | $500 |
| ST JOSEPH'S SCHOOL | |||||||
| 6914 53RD STREET | KENOSHA | WI | 53144 | NONE | PC | PROGRAM SUPPORT | $500 |
| UNITY OF FRIENDS | |||||||
| 909 N RIVERSIDE DRIVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| YMCA OF GREEN BAY | |||||||
| 1740 S HURON ROAD | GREEN BAY | WI | 54311 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | 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 | $25,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,146 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,146 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,291 | 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 | 8 | LineNumberTxt |
| Relationship Statement | QUAILIYING RECIPENTS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| EARL A HEYRMAN | ||||||
| 1 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $58,131 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 2 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $85,830 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 3 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $161,085 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 4 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $117,618 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 5 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $132,029 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 30 SH AMAZON.COM | $58,131 | 2019-07-26 |
| 2 | 600 SH DANAHER CORP COM | $85,830 | 2019-07-26 |
| 3 | 773 SH BERKSHIRE HATHAWAY | $161,085 | 2019-07-26 |
| 4 | 2714 SH COMCAST | $117,618 | 2019-12-19 |
| 5 | 2197 SH US BANCORP | $132,029 | 2019-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERMANS & ASSOCIATES, CPA'S S.C. | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INDEX TR 500 ADMIRAL SHS | AT COST | $1,092,683 | $1,358,209 |
| VANGUARD MID CAP INDEX ADM | AT COST | $164,675 | $211,518 |
| VANGUARD SML CAP INX-ADM | AT COST | $119,277 | $140,376 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,614 | Amt |
| Net Investment Income | $10,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES DUE | $688 | $0 | $0 |
| ESTIMATE PAID | $1,920 | $0 | $0 |