ITS POSSIBLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ITS POSSIBLE FOUNDATION INC (EIN 47-5255658)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349103251
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:34:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | PersonTitleTxt |
| Phone | 6087774649 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERAN WELSH | PreparerPersonNm |
| PTIN | P00187849 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.128.11.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 10:50:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C597F3402B5AD52C40AAF0FB1F16D023E8BE085 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,002,362 | 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 | $553 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $553 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $121,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $121,714 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $141,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,613 | 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 | $6,729 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,729 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,399 | 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 | $12,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $630,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $630,918 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $815,896 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,223,843 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $815,896 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $815,896 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $408,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $377,060 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $377,060 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,280 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $178,488 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,488 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,965,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,002,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,002,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,965,225 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,002,362 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,965,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,002,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,965,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,002,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,965,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,060,355 | SubtotalAmt |
| Other Decreases | $57,993 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,002,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $300,212 | GrossSalesPriceAmt |
| Cost Or Other Basis | $295,951 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,261 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,261 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,261 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,261 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,616 | 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 | $107 | EsPenaltyAmt |
| Tax Due | $2,723 | 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 | 1.00 | $0 | $0 | $0 |
| CARL DVORAK | ||||||||
| 7930 CORAY LANE | VERONA | WI | 53593 | VICE PRESIDENT | 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 | $590,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $815,896 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,795,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,795,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,768,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,616 | TotalTaxAmt |
| Distributable Before Adj | $85,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,164 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,164 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,257 | 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 | $136,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $136,257 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MADISON COMMUNITY FOUNDATION IMPACT FUND | |||||||
| 111 N FAIRCHILD ST 260 | MADISON | WI | 53703 | NONE | PC | GENERAL DONATION | $1,000 |
| AUGIE'S QUEST | |||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL DONATION | $500 |
| HOME FOREVER | |||||||
| 3553 ATLANTIC AVE 115 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $2,000 |
| JDRF | |||||||
| 434 S YELLOWSTONE DRIVE SUITE 201 | MADISON | WI | 53719 | NONE | PC | GENERAL DONATION | $3,000 |
| VERONA AREA PERFORMING ARTS SERIES | |||||||
| PO BOX 930316 | VERONA | WI | 53593 | NONE | PC | GENERAL DONATION | $1,000 |
| WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS | |||||||
| 1337 GREENWAY CROSS 157 | MADISON | WI | 53713 | NONE | PC | GENERAL DONATION | $15,000 |
| WISCONSIN HISTORICAL SOCIETY | |||||||
| 816 STATE STREET | MADISON | WI | 53706 | NONE | PC | GENERAL DONATION | $500 |
| VERONA AREA COMMUNITY THEATER | |||||||
| 103 LINCOLN ST | VERONA | WI | 53593 | NONE | PC | GENERAL DONATION | $1,000 |
| MADISON CAT PROJECT | |||||||
| 627 POST RD | MADISON | WI | 53713 | NONE | PC | GENERAL DONATION | $5,000 |
| SOUTHSIDE ANIMAL SHELTER | |||||||
| 5132 VOGES RD | MADISON | WI | 53718 | NONE | PC | GENERAL DONATION | $500 |
| BENEDICTINE LIFE FOUNDATION OF WI | |||||||
| 4200 COUNTY ROAD M | MIDDLETON | WI | 53562 | NONE | SO I | GENERAL DONATION | $500 |
| VERONA AREA HIGH SCHOOL - THEATER DEPARTMENT | |||||||
| 300 RICHARD ST | VERONA | WI | 53593 | NONE | PC | GENERAL DONATION | $2,000 |
| SUN PRAIRIE CIVIC THEATER | |||||||
| 550 S BIRD ST | SUN PRAIRIE | WI | 53590 | NONE | PC | GENERAL DONATION | $1,000 |
| EAGLE SCHOOL ROBOTICS TEAM | |||||||
| 5454 GUNFLINT TRAIL | FITCHBURG | WI | 53711 | NONE | PC | GENERAL DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | 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 | $553 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,085 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,613 | 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 | $3,340 | Amt |
| Net Investment Income | $1,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,670 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BECTON, DICKINS | $9,856 | $9,856 |
| CONSTELLATION BR | $10,078 | $10,078 |
| KLA-TENCOR CORP | $10,118 | $10,118 |
| PERKINELMER, INC | $10,326 | $10,326 |
| HOST HOTELS & RE | $10,448 | $10,448 |
| THE SHERWIN-WILL | $9,683 | $9,683 |
| VERISK ANALYTIC | $10,111 | $10,111 |
| NVR, INC. | $9,845 | $9,845 |
| MOTOROLA SOLUTION | $9,625 | $9,625 |
| MORGAN STANLEY | $10,018 | $10,018 |
| EXPRESS SCRIPTS HOL | $9,602 | $9,602 |
| JUNIPER NETWORKS | $10,205 | $10,205 |
| JPMORGAN CHASE | $9,835 | $9,835 |
| WALGREENS BOOTS A | $9,846 | $9,846 |
| TEXTRON INC | $9,753 | $9,753 |
| COACH INC | $9,603 | $9,603 |
| THE KRAFT HEINZ | $9,655 | $9,655 |
| CITIGROUP INC | $9,881 | $9,881 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (99 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXION PHARMA INC. | $2,434 | $2,434 |
| ALLERGAN PLC | $4,678 | $4,678 |
| ALPHABET INC | $5,225 | $5,225 |
| AMAZON.COM INC | $4,506 | $4,506 |
| AMERICAN AIRLS GROUP | $3,211 | $3,211 |
| AMERICAN INTL GROUP | $3,941 | $3,941 |
| AMGEN INC | $4,867 | $4,867 |
| APPLE INC | $4,732 | $4,732 |
| AUTONATION INC | $2,678 | $2,678 |
| BANK OF AMERICA CORP | $4,928 | $4,928 |
| BAYER AG | $1,757 | $1,757 |
| BOEING CO | $3,225 | $3,225 |
| BOOKING HOLDINGS INC | $1,722 | $1,722 |
| BRISTOL-MYERS SQUIBB | $3,899 | $3,899 |
| BROOKFIELD ASSET MGM | $1,918 | $1,918 |
| CAPITAL ONE FC | $3,024 | $3,024 |
| CATERPILLAR INC | $1,906 | $1,906 |
| CBRE GROUP INC | $1,602 | $1,602 |
| CENTER COAST BRKFLD MLP | $1,199 | $1,199 |
| CHARLES SCHWAB CORP | $1,454 | $1,454 |
| CISCO SYSTEMS INC | $2,816 | $2,816 |
| CITIGROUP INC | $5,206 | $5,206 |
| COMCAST CORP | $4,256 | $4,256 |
| COSTCO WHOLESALE CO | $3,056 | $3,056 |
| CVS HEALTH CORP | $3,276 | $3,276 |
| DISCOVERY INC | $1,608 | $1,608 |
| DOWDUPONT INC | $6,685 | $6,685 |
| EBAY INC | $2,807 | $2,807 |
| FEDEX CORP | $4,033 | $4,033 |
| FLEXTRONICS INTL LTD | $761 | $761 |
| GENERAL ELECTRIC CO | $1,136 | $1,136 |
| GENERAL MILLS INC | $2,921 | $2,921 |
| GOLDMAN SACHS GROUP | $4,176 | $4,176 |
| HCA HEALTHCARE INC | $4,346 | $4,346 |
| HERSHEY CO | $3,751 | $3,751 |
| HOME DEPOT INC | $2,577 | $2,577 |
| IBM CORP | $2,842 | $2,842 |
| INTEL CORP | $2,347 | $2,347 |
| IQVIA HOLDINGS INC | $5,809 | $5,809 |
| JP MORGAN CHASE & CO | $4,881 | $4,881 |
| JOHNSON & JOHNSON | $6,453 | $6,453 |
| LENNAR CORP | $2,936 | $2,936 |
| LIBERTY GLOBAL INC | $3,096 | $3,096 |
| MERCK & CO, INC | $3,821 | $3,821 |
| MICROSOFT CORP | $3,555 | $3,555 |
| MOLSON COORS BREWING | $2,808 | $2,808 |
| NXP SEMICONDUCTORS | $3,664 | $3,664 |
| ORACLE CORP | $3,386 | $3,386 |
| PEPSICO INC | $2,762 | $2,762 |
| PROCTER & GAMBLE | $4,596 | $4,596 |
| QUALCOMM INC | $1,992 | $1,992 |
| QUANTA SERVICES INC | $3,010 | $3,010 |
| QURATE RETAIL INC | $4,880 | $4,880 |
| ROYAL DUTCH SHELL | $4,496 | $4,496 |
| SCHLUMBERGER LTD | $2,345 | $2,345 |
| SELECT INCOME | $920 | $920 |
| SHIRE PLC | $4,351 | $4,351 |
| SOUTHWEST AIRLINES | $3,021 | $3,021 |
| SPIRIT AEROSYSTEMS | $1,802 | $1,802 |
| STATE STREET CORP | $2,207 | $2,207 |
| THOR INDUSTRIES INC | $1,820 | $1,820 |
| TJX COMPANIES INC | $3,131 | $3,131 |
| TORTOISE MLP | $3,063 | $3,063 |
| VISA INC | $1,979 | $1,979 |
| WALGREENS BOOTS ALLI | $5,125 | $5,125 |
| WALT DISNEY CO | $5,483 | $5,483 |
| WELLS FARGO BK NA | $3,456 | $3,456 |
| WYNDHAM HOTELS & RESORTS | $2,950 | $2,950 |
| DIREXION ALL CAP INSIDER | $4,208 | $4,208 |
| INVESCO BUYBACK | $5,217 | $5,217 |
| INVESCO KBW REGIONAL | $4,480 | $4,480 |
| INVESCO S&P GLOBAL WATER | $3,114 | $3,114 |
| INVESCO S&P SMALLCAP | $4,794 | $4,794 |
| INVESCO S&P SMALLCAP | $4,175 | $4,175 |
| INVESCO S&P SPIN-OFF | $3,177 | $3,177 |
| ISHARES FLOATING RATE | $5,036 | $5,036 |
| ISHARES IBOXX INVT GRADE | $6,769 | $6,769 |
| ISHARES NASDAQ | $4,822 | $4,822 |
| SCHWAB US TIPS ETF | $5,325 | $5,325 |
| SPDR DOUBLELINE TTL RTRN | $5,921 | $5,921 |
| SPDR S&P AEROSPACE | $3,946 | $3,946 |
| VANECK VECTORS | $4,269 | $4,269 |
| VANGUARD ENERGY ETF | $3,856 | $3,856 |
| VANGUARD FTSE ALL WORLD | $4,558 | $4,558 |
| VANGUARD FTSE DEVELOPED | $3,710 | $3,710 |
| VANGUARD INDUSTRIALS | $4,214 | $4,214 |
| VANGUARD INTERMEDIATE | $6,215 | $6,215 |
| VANGUARD MEGA CAP VALUE | $8,934 | $8,934 |
| VANGUARD MID CAP VALUE | $9,526 | $9,526 |
| VANGUARD MORTGAGE BACKED | $7,724 | $7,724 |
| VANGUARD SHORT TERM COR | $5,846 | $5,846 |
| VANGUARD SMALL CAP VALUE | $8,555 | $8,555 |
| VANGUARD TOTAL INTERNTL | $4,722 | $4,722 |
| VANGUARD TOTAL WORLD | $4,910 | $4,910 |
| VGRD FTSE ALL WRLD EX US | $3,314 | $3,314 |
| XTRCKR HRVST CSI 300 | $2,741 | $2,741 |
| AMERC TOWER CORP | $3,955 | $3,955 |
| INDUSTRIAL LOGISTICS | $1,220 | $1,220 |
| VEREIT INC | $2,503 | $2,503 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,729 | LegalFeesAmt |
| Net Investment Income | $6,729 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $57,993 | Amt |
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 | $121,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $121,714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,399 | Amt |
| Net Investment Income | $2,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |