FOLEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOLEY FAMILY FOUNDATION (EIN 39-6551865)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202031279349100613
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T10:58:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 26305 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532260305 | 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 | 396551865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN M FISHER | InCareOfNm |
| Business Name Control | FOLE | BusinessNameControlTxt |
| Phone | 4143599067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 26305 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532260305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M FISHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4143599067 | PhoneNum |
| Signature | 2020-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen M Fisher | PreparerPersonNm |
| PTIN | P00444391 | PTIN |
| Phone | 4143599067 | PhoneNum |
| Preparation | 2020-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.137.186.199 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39088120201275000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 332798EF9B968FDBBA08CF26DC7ECB6A79E8D52F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 332798EF9B968FDBBA08CF26DC7ECB6A79E8D52F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,214,715 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,886 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,886 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,736 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,736 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$175,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,523,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,755 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $322 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $322 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$138,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,944 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,699 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,691 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $602 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $602 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,602 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,602 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,342 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,097 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,685,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,685,917 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,018 | AcctRcvblAmt |
| Acct Rcvbl BOY | $338 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,018 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,018 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $84,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,134,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $446,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,418,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,208,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,214,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,418,773 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,208,018 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,418,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,418,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,208,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,418,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,755 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,208,018 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE IV STATEMENT | P | 2018-12-20 | 2019-04-05 | $153,371 | $149,616 | $3,755 | $3,755 |
| SEE SCHEDULE IV STATEMENT | P | 2019-04-05 | $1,369,943 | $1,554,031 | -$184,088 | -$184,088 | |
| CAPITAL GAIN DIVIDENDS | P | $4,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$175,492 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,755 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,229 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,312,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,455,556 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073187 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $437,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,769,859 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $474,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,690,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128554 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $428,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,614,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.118631 | DistributionYr5Rt |
| Total Distribution | 0.544572 | TotalDistributionRt |
| Average Distribution | 0.108914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,178,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $237,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,249 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $647 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $647 | SubtotalAmt |
| Tax Based On Investment Income | $647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143599067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7132 HILLCREST DRIVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532131830 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M FISHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7132 HILLCREST DRIVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $872,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,338,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,211,797 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,211,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,178,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $647 | TotalTaxAmt |
| Distributable Before Adj | $108,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $64,249 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,249 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $255,344 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $293,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $299,192 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $946,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $64,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,035 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,035 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $902,220 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $211,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $293,603 | ExcessFromYear4Amt |
| Excess From Year3 | $299,192 | ExcessFromYear3Amt |
| Excess From Year2 | $57,444 | ExcessFromYear2Amt |
| Excess From Year1 | $40,672 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W VINE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GRANT TO EARLY CHILDHOOD EDUCATIONAL PROGRAMS. | GrantOrContributionPurposeTxt |
| Amt | $52,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,886 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$175,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$138,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$138,548 | TotalIncomeProducingActyAmt |
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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M FISHER | PersonNm |
| Short Explanation | AS REQUIRED BUT LESS THAN FULL TIME | ShortExplanationTxt |