ITS POSSIBLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ITS POSSIBLE FOUNDATION INC (EIN 47-5255658)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-29
- IRS object ID
- 202042739349100719
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-29T16:29:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | 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 | 475255658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IT'S POSSIBLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ITSP | BusinessNameControlTxt |
| Phone | 6087774649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7930 CORAY LANE | AddressLine1Txt |
| City | VERONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53593 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA A DVORAK | PersonNm |
| Person Title | PRESIDENT/TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 6087774649 | PhoneNum |
| Signature | 2020-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.196.35.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-08 | IPDt |
| IP Tm | 10:32:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7FC22F2CD73B75FB55C0548CE708C118A1D68C6 | 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 | $2,180,075 | 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 | $7,844 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,844 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $81,590 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,590 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $89,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,609 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,214 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,214 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $630,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,106,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,106,632 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $407,949 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $815,896 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $407,949 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $407,949 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $377,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $456,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $456,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $178,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $209,107 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $209,107 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,002,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,180,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,180,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,002,362 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,180,075 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,002,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,180,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,002,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,180,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,002,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,452 | OtherIncreasesAmt |
| Subtotal | $2,180,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,180,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADES SECURITIES | PropertyDesc |
| Gross Sales Price | $175,534 | GrossSalesPriceAmt |
| Cost Or Other Basis | $190,894 | CostOrOtherBasisAmt |
| Gain Or Loss | -$15,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$15,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$15,360 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,768,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020164 | DistributionYr1Rt |
| Total Distribution | 0.020164 | TotalDistributionRt |
| Average Distribution | 0.020164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,870,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $2,077 | 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 | THERESA A DVORAK | IndividualWithBooksNm |
| Phone | 6087774649 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7930 CORAY LANE | AddressLine1Txt |
| City | VERONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53593 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THERESA DVORAK | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | PRESIDENT/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARL DVORAK | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALYSSA DVORAK | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BOB SORGE | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID REINECKE | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID NORTHCUTT | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | DIRECTOR | 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 | $616,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $874,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $407,949 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,898,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,898,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,870,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,001 | TotalTaxAmt |
| Distributable Before Adj | $91,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $136,257 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $136,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $73,065 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,065 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,192 | 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 | $63,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $63,192 | ExcessFromYear2Amt |
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 | VERA COURT NEIGHBORHOOD CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 VERA CT | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL DONATION | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,844 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,175 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,249 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $2,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BECTON, DICKINS | $10,009 | $10,009 |
| CITIGROUP INC | $11,015 | $11,015 |
| COACH INC | $10,529 | $10,529 |
| CONSTELLATION BR | $10,213 | $10,213 |
| CROWN CASTLE INTE | $10,570 | $10,570 |
| DUKE ENERGY CIRO | $10,571 | $10,571 |
| EXPRESS SCRIPTS HOL | $10,138 | $10,138 |
| JPMORGAN CHASE | $10,695 | $10,695 |
| JUNIPER NETWORKS | $10,811 | $10,811 |
| KINDER MORGAN ENE | $10,417 | $10,417 |
| KLA-TENCOR CORP | $10,336 | $10,336 |
| L-3 COMMUNICATION | $10,358 | $10,358 |
| MORGAN STANLEY | $10,524 | $10,524 |
| MOTOROLA SOLUTION | $10,310 | $10,310 |
| NVR, INC. | $10,422 | $10,422 |
| TEXTRON INC | $10,588 | $10,588 |
| THE KRAFT HEINZ | $10,574 | $10,574 |
| THE SHERWIN-WILL | $10,169 | $10,169 |
| VERISK ANALYTIC | $10,454 | $10,454 |
| WALGREENS BOOTS A | $10,404 | $10,404 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXION PHARMA INC. | $2,704 | $2,704 |
| ALLERGAN PLC | $3,823 | $3,823 |
| ALPHABET INC | $13,394 | $13,394 |
| AMAZON.COM INC | $5,544 | $5,544 |
| AMERC TOWER CORP | $5,746 | $5,746 |
| ANTHEM INC | $3,020 | $3,020 |
| APPLE INC | $10,278 | $10,278 |
| BANK OF AMERICA CORP | $7,044 | $7,044 |
| BAYER AG | $4,056 | $4,056 |
| BERKSHIRE HATHAWAY | $5,662 | $5,662 |
| BOEING CO | $3,258 | $3,258 |
| BOOKING HOLDINGS INC | $6,161 | $6,161 |
| BP PLC | $3,774 | $3,774 |
| BRISTOL-MYERS SQUIBB | $6,419 | $6,419 |
| BROOKFIELD ASSET MGM | $2,890 | $2,890 |
| BROOKFIELD PROPERTY REIT | $5,533 | $5,533 |
| CAPITAL ONE FC | $4,116 | $4,116 |
| CAPRI HOLDINGS LTD | $2,480 | $2,480 |
| CATERPILLAR INC | $2,215 | $2,215 |
| CBRE GROUP INC | $6,129 | $6,129 |
| CHARLES SCHWAB CORP | $5,945 | $5,945 |
| CISCO SYSTEMS INC | $3,117 | $3,117 |
| CITIGROUP INC | $7,989 | $7,989 |
| COMCAST CORP | $5,621 | $5,621 |
| CONOCOPHILLIPS | $4,227 | $4,227 |
| COSTCO WHOLESALE CO | $4,409 | $4,409 |
| CVS HEALTH CORP | $6,315 | $6,315 |
| DISCOVERY INC | $2,128 | $2,128 |
| DUPONT DE NEMOURS INC | $4,815 | $4,815 |
| EBAY INC | $5,416 | $5,416 |
| FEDEX CORP | $3,780 | $3,780 |
| HCA HEALTHCARE INC | $5,173 | $5,173 |
| HOME DEPOT INC | $3,276 | $3,276 |
| INVESCO BUYBACK | $6,898 | $6,898 |
| INVESCO KBW REGIONAL | $5,396 | $5,396 |
| INVESCO S&P GLOBAL WATER | $4,113 | $4,113 |
| INVESCO S&P SMALLCAP | $3,231 | $3,231 |
| INVESCO S&P SMALLCAP | $5,654 | $5,654 |
| INVESCO S&P SMALLCAP | $5,383 | $5,383 |
| IQVIA HOLDINGS INC | $3,863 | $3,863 |
| ISHARES FLOATING RATE | $8,911 | $8,911 |
| ISHARES IBOXX INVT GRADE | $7,678 | $7,678 |
| ISHARES NASDAQ | $6,025 | $6,025 |
| JOHNSON & JOHNSON | $7,293 | $7,293 |
| JP MORGAN CHASE & CO | $6,970 | $6,970 |
| LIBERTY GLOBAL INC | $5,449 | $5,449 |
| MEDTRONIC PLC | $3,971 | $3,971 |
| MICROSOFT CORP | $5,519 | $5,519 |
| MORGAN STANLEY | $3,834 | $3,834 |
| NORTONLIFELOCK INC | $4,466 | $4,466 |
| NXP SEMICONDUCTORS | $6,363 | $6,363 |
| ORACLE CORP | $3,973 | $3,973 |
| PEPSICO INC | $3,417 | $3,417 |
| PROCTER & GAMBLE | $6,245 | $6,245 |
| QUALCOMM INC | $4,411 | $4,411 |
| QUANTA SERVICES INC | $4,071 | $4,071 |
| REGENERON PHARMS INC | $5,632 | $5,632 |
| ROYAL DUTCH SHELL | $4,498 | $4,498 |
| SCHWAB US TIPS ETF | $11,326 | $11,326 |
| SOUTHWEST AIRLINES | $3,509 | $3,509 |
| SPDR S&P AEROSPACE | $5,456 | $5,456 |
| SPIRIT AEROSYSTEMS | $2,915 | $2,915 |
| TJX COMPANIES INC | $4,274 | $4,274 |
| TORTOISE MLP | $6,028 | $6,028 |
| UNITEDHEALTH GRP INC | $4,410 | $4,410 |
| VAG ITM-TERM CORPORATE | $6,850 | $6,850 |
| VALERO ENERGY CORP | $4,682 | $4,682 |
| VANECK VECTORS | $5,155 | $5,155 |
| VANGUARD CONSUMER | $6,632 | $6,632 |
| VANGUARD FTSE ALL WORLD | $5,375 | $5,375 |
| VANGUARD INDUSTRIALS | $5,386 | $5,386 |
| VANGUARD MEGA CAP VALUE | $10,898 | $10,898 |
| VANGUARD MID CAP VALUE | $11,919 | $11,919 |
| VANGUARD MORTGAGE BACKED | $7,976 | $7,976 |
| VANGUARD SMALL CAP VALUE | $10,280 | $10,280 |
| VANGUARD TOTAL WORLD | $6,074 | $6,074 |
| VGRD FTSE ALL WRLD EX US | $3,889 | $3,889 |
| VGRD STC ETF DV | $10,129 | $10,129 |
| VISA INC | $2,818 | $2,818 |
| VISACOMCBS INC | $5,246 | $5,246 |
| WALT DISNEY CO | $3,616 | $3,616 |
| WELLS FARGO BK NA | $4,035 | $4,035 |
| WYNDHAM HOTELS & RESORTS | $4,083 | $4,083 |
| XTRCKR HRVST CSI 300 | $3,705 | $3,705 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,214 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,214 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON LOAN RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $81,590 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $81,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $111,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,309 | Amt |
| Net Investment Income | $2,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |