TAG CENTER INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TAG CENTER INC (EIN 39-1987759)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-19
- IRS object ID
- 201902319349100160
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-19T09:36:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464058269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hietpas Group | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W North St | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | 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 | 391987759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAG CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAGC | BusinessNameControlTxt |
| Phone | 9203875116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SHORE LANE | AddressLine1Txt |
| City | MAYVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PASBRIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9203875116 | PhoneNum |
| Signature | 2019-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN E HILGENDORF | PreparerPersonNm |
| PTIN | P00542482 | PTIN |
| Phone | 9203873356 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.100.157.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-19 | IPDt |
| IP Tm | 09:34:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF472215DAADC3D70A82C380EF45055BB988B87C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF472215DAADC3D70A82C380EF45055BB988B87C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $409,810 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $94 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,890 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,890 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,984 | 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 |
| Other Prof Fees Rev And Expnss | $6,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,040 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $171 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $171 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,090 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,301 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,301 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,683 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,104 | CashBOYAmt |
| Cash EOY | $2,843 | CashEOYAmt |
| Cash EOYFMV | $2,843 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $449,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $406,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $406,967 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $454,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $409,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $409,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $454,200 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $409,810 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $454,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $409,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $454,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $409,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $454,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,549 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $449,651 | SubtotalAmt |
| Other Decreases | $39,841 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $409,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| METLIFE INC | 2018-01-01 | 2018-11-20 | $146 | $165 | -$19 | -$19 | |
| METLIFE INC | 2017-01-01 | 2018-11-20 | $4,324 | $4,439 | -$115 | -$115 | |
| METLIFE INC | 2018-09-13 | 2018-11-20 | $4 | $4 | $0 | $0 | |
| MORGAN STANLEY MKT LKD | 2012-01-25 | 2018-01-30 | $21,411 | $13,265 | $8,146 | $8,146 | |
| OPPENHEIMER GLOBAL OPP | 2018-01-01 | 2018-08-15 | $14,852 | $15,339 | -$487 | -$487 | |
| OPPENHEIMER GLOBAL OPP | 2017-05-26 | 2018-08-15 | $15,211 | $12,500 | $2,711 | $2,711 | |
| QIWI PLC | 2016-09-01 | 2018-03-02 | $8,547 | $7,891 | $656 | $656 | |
| VANGUARD HIGH DIV YIELD | 2018-01-01 | 2018-03-02 | $1,110 | $1,055 | $55 | $55 | |
| VANGUARD HIGH DIV YIELD | 2017-01-01 | 2018-03-02 | $26,854 | $22,807 | $4,047 | $4,047 | |
| VERIZON COMMUNICATIONS | 2018-01-01 | 2018-11-20 | $12,183 | $9,843 | $2,340 | $2,340 | |
| VERIZON COMMUNICATIONS | 2018-11-01 | 2018-11-20 | $27 | $25 | $2 | $2 | |
| ALLIANCEBERN HIGN INCOME ADV | 2017-12-21 | 2018-11-16 | $13,136 | $13,659 | -$523 | -$523 | |
| BLACKROCK HIGH YIELD BOND | 2017-12-21 | 2018-01-10 | $17,001 | $16,936 | $65 | $65 | |
| BLACKROCK HIGH YIELD BOND | 2017-12-21 | 2018-11-16 | $11,714 | $12,371 | -$657 | -$657 | |
| ISHARES IBOXX HIGH YIELD CORP | 2017-12-21 | 2018-11-16 | $57,115 | $58,228 | -$1,113 | -$1,113 | |
| ISHARES BARCLAYS SHORT TREAS BOND | 2018-11-16 | 2018-11-27 | $1,436 | $1,435 | $1 | $1 | |
| ISHARES SHORT MAT BOND | 2018-11-16 | 2018-11-27 | $450 | $450 | $0 | $0 | |
| JP MORGAN ULTRA SHORT INCOME | 2018-11-16 | 2018-11-27 | $452 | $452 | $0 | $0 | |
| JP MORGAN HIGH YLD BOND | 2017-12-21 | 2018-11-16 | $25,127 | $25,624 | -$497 | -$497 | |
| LORD ABBETT HIGH YIELD | 2017-12-21 | 2018-11-16 | $15,509 | $15,969 | -$460 | -$460 | |
| LORD ABBETT ULTRA SHORT BOND | 2018-11-19 | 2018-11-27 | $1,130 | $1,130 | $0 | $0 | |
| MAINSTAY MACKAY HIGH YLD CORP | 2017-12-21 | 2018-11-16 | $5,997 | $6,159 | -$162 | -$162 | |
| NEUBERGER BERMAN HIGH INC | 2017-12-21 | 2018-01-16 | $5,926 | $6,158 | -$232 | -$232 | |
| NAVIGATOR TACTICAL FIXED | 2018-01-10 | 2018-11-27 | $5,993 | $6,113 | -$118 | -$118 | |
| PIMCO HIGH YIELD INST | 2017-12-21 | 2018-11-16 | $19,111 | $19,579 | -$468 | -$468 | |
| PIMCO ENHANCED SHORT MATURITY | 2018-11-16 | 2018-11-27 | $203 | $203 | $0 | $0 | |
| PIMCO HIGH YIELD SPECTRUM | 2017-12-21 | 2018-11-16 | $5,918 | $6,102 | -$184 | -$184 | |
| SPDR BLOOMBERG BARCLAYS HIYLD | 2017-12-21 | 2018-11-16 | $45,433 | $46,451 | -$1,018 | -$1,018 | |
| SPDER BARCLAYS SHORT TERM HIYLD | 2017-12-21 | 2018-11-16 | $11,996 | $12,090 | -$94 | -$94 | |
| SPDR BARCLAYS 1-3 MO TBILL | 2018-11-16 | 2018-11-27 | $1,374 | $1,373 | $1 | $1 | |
| Capital Gains Dividends | $891 | $891 | $891 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,768 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,568 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $440,431 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116997 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $447,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $453,331 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $466,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $461,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068600 | DistributionYr5Rt |
| Total Distribution | 0.249941 | TotalDistributionRt |
| Average Distribution | 0.049988 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $442,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $349 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $349 | 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 | DAVID PASBRIG | IndividualWithBooksNm |
| Phone | 9203875116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SHORE LANE | AddressLine1Txt |
| City | MAYVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53050 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID PASBRIG | ||||||||
| 75 SHORE LANE | MAYVILLE | WI | 53050 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES SOKOLY | ||||||||
| 606 RIVER DRIVE | MAYVILLE | WI | 53050 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS SCHUESSLER | ||||||||
| 216 HORICON ST | MAYVILLE | WI | 53050 | SEC/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN STORCK | ||||||||
| 603 RIVER DRIVE | MAYVILLE | WI | 53050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM LEE | ||||||||
| N7817 MARSH LANE | MAYVILLE | WI | 53050 | 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 | $445,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $449,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $449,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $442,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $349 | TotalTaxAmt |
| Distributable Before Adj | $21,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,841 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,841 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,617 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | CONTRIBUTIONS PAID TO THE TAG CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 BRECKENRIDGE ST | AddressLine1Txt |
| City | MAYVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL EQUIPMENT | GrantOrContributionPurposeTxt |
| Amt | $22,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,000 | 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 | $94 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,752 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN MARKET VALUE | Desc |
| Amt | $39,841 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $2,000 | $2,000 | $2,000 | $0 |
| LICENSING | $90 | $90 | $90 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,040 | Amt |
| Net Investment Income | $6,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,040 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $171 | Amt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |