MOTOR CASTINGS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MOTOR CASTINGS FOUNDATION INC (EIN 39-6086724)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-11
- IRS object ID
- 201930429349100203
- Schema version
- 2017v2.3
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-11T09:46:38-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391453055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VRAKAS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 SOUTH MOORLAND RD SUITE 400 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396086724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOTOR CASTINGS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOTO | BusinessNameControlTxt |
| Phone | 4144761434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 SOUTH 65TH STREET | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F KEMPEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4144761434 | PhoneNum |
| Signature | 2019-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN MICHAELSON | PreparerPersonNm |
| PTIN | P00748764 | PTIN |
| Phone | 2627970400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.52.193.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-31 | IPDt |
| IP Tm | 13:00:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2D7F44719E4886D02AADD772A2653675BBC538D6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D7F44719E4886D02AADD772A2653675BBC538D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $458,286 | 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 | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,920 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $3,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,646 | CashBOYAmt |
| Cash EOY | $20,750 | CashEOYAmt |
| Cash EOYFMV | $20,750 | CashEOYFMVAmt |
| Corporate Stock BOY | $276,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $437,536 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $335,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $458,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $335,948 | UnrestrictedBOYAmt |
| Unrestricted EOY | $339,264 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $335,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $339,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $335,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $339,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $335,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $339,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $339,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 520.0210 SHS COLUMBIA LARGE CAP GROWTH FUND III CLASS Z | P | 2006-10-04 | 2017-10-17 | $10,000 | $5,681 | $4,319 | $4,319 |
| 569.0002 SHS OPPENHEIMER MID CAP VALUE FUND CL Y | P | 2006-03-28 | 2017-10-17 | $34,083 | $22,298 | $11,785 | $11,785 |
| 2651 SHS ALLIANZGTI NFJ DIVIDEND VALUE FUND | P | 2007-03-30 | 2017-10-17 | $48,566 | $39,043 | $9,523 | $9,523 |
| 2.8568 SHS OPPENHEIMER MID CAP VALUE FUND CL Y | P | 2017-06-20 | 2017-10-17 | $171 | $148 | $23 | $23 |
| 141.6940 SHS ALLIANZGTI NFJ DIVIDEND VALUE FUND | P | 2016-12-15 | 2017-10-17 | $2,596 | $2,427 | $169 | $169 |
| 400 SHS JANUS HENDERSON SHORT | P | 2017-10-31 | 2018-05-25 | $20,009 | $20,164 | -$155 | -$155 |
| 1928.6400 SHS MFS TOTAL RETURN BOND FUND | P | 2017-10-17 | 2018-06-07 | $20,000 | $20,744 | -$744 | -$744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $416,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $410,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $468,090 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $475,919 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $460,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124481 | DistributionYr5Rt |
| Total Distribution | 0.461014 | TotalDistributionRt |
| Average Distribution | 0.092203 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $441,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,728 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $380 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $760 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $760 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $465 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $295 | 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 | MR JOSEPH KEMPEN | IndividualWithBooksNm |
| Phone | 4144761434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 S 65TH ST | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SOMMERHAUSER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GODFREY KAHN SC 780 N WATER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES. AS NEEDED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $404,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $448,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $448,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $441,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $760 | TotalTaxAmt |
| Distributable Before Adj | $21,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,525 | 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 | $34,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $75,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,166 | ExcessFromYear4Amt |
| Excess From Year3 | $16,229 | ExcessFromYear3Amt |
| Excess From Year2 | $17,566 | ExcessFromYear2Amt |
| Excess From Year1 | $16,347 | ExcessFromYear1Amt |
| Excess From Current Year | $14,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH KEMPEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 SOUTH 65TH STREET | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144761434 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANDY CRITZER MEMORIAL FUND | ||||||
| 13330 E OTTER CREEK LANE | COLUMBUS | IN | 47203 | PC | SCHOLARSHIP PROGRAM | $500 |
| AURORA HEALTHCARE | ||||||
| 8901 W LINCOLN AVE | WEST ALLIS | WI | 53227 | PC | CHARITABLE ACTIVITIES OF THE HOSPITAL. | $6,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 330 S 84TH STREET | MILWAUKEE | WI | 53214 | PC | SUPPORT FOR YOUTH PROGRAMS | $1,000 |
| BOYS AND GIRLS CLUBS | ||||||
| 1558 N 6TH PLACE | MILWAUKEE | WI | 53212 | PC | BOYS AND GIRLS ACTIVITY PROGRAMMING | $1,000 |
| BOYS'S HOPEGIRL'S HOPE | ||||||
| 1100 N LARAMIE AVE | WILMETTE | IL | 50091 | PC | SUPPORT FOR DISADVANTAGED YOUTH | $1,000 |
| CATHOLIC CHARITIES | ||||||
| 3501 S LAKE DR | MILWAUKEE | WI | 53209 | PC | CHARITABLE PROGRAM SUPPORT | $1,000 |
| CHILDRENS CRANIOFACIAL ASSO | ||||||
| 13140 COIT ROAD SUITE 517 | DALLAS | TX | 75240 | PC | CHARITABLE ACTIVITIES | $1,000 |
| CHRISTO REY MILWAUKEE | ||||||
| 1215 S 45TH STREET | WEST MILWAUKEE | WI | 53214 | PC | CATHOLIC SCHOOL SUPPORT | $5,000 |
| FAMILY SERVICES | ||||||
| 3200 W HIGHLAND BLVD | MILWAUKEE | WI | 53208 | PC | SUPPORT FOR DISADVANTAGED FAMILIES | $500 |
| MILWAUKEE ART MUSEUM | ||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | PC | SUPPORT FOR THE ARTS | $500 |
| MILWAUKEE PUBLIC LIBRARY | ||||||
| 814 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | PC | LIBRARY PROGRAM SUPPORT | $1,000 |
| MILWAUKEE PUBLIC MUSEUM | ||||||
| 800 W WELLS STREET | MILWAUKEE | WI | 53233 | PC | PROGRAM SUPPORT | $500 |
| MILWAUKEE ZOOLIGICAL SOCIETY | ||||||
| 10005 W BLUEMOUND AVE | MILWAUKEE | WI | 53226 | PC | EDUCATIONAL PROGRAMS | $500 |
| NATIONAL SARCOMA FOUNDATION | ||||||
| PO BOX 98160 | WASHINGTON | DC | 200908160 | PC | SUPPORT FOR CANCER RESEARCH | $500 |
| ROTARY INTERNATIONAL | ||||||
| 1 ROTARY CENTER | EVANSVILLE | IL | 60201 | PC | CHARITABLE ACTIVITIES OF ROTARY INTERNATIONAL. | $1,000 |
| SHARED JOURNEYS | ||||||
| 9004 W LINCOLN AV | WEST ALLIS | WI | 53227 | PC | SCHOOL FOR TEENAGE MOTHERS | $500 |
| SOJOURNER'S TRUTH HOUSE | ||||||
| PO BOX 08110 | MILWAUKEE | WI | 53208 | PC | SUPPORT FOR DISADVANTAGED FAMILIES | $1,000 |
| THE DOMINICAN CENTER | ||||||
| 2470 W LOCUST ST | MILWAUKEE | WI | 53206 | PC | SUPPORT FOR DISADVANTAGED WOMEN | $500 |
| UNITED WAY | ||||||
| 225 N VINE ST | MILWAUKEE | WI | 53212 | PC | VARIOUS CHARITABLE ACTIVITIES | $5,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 400 MAIN BLDG | NOTRE DAME | IN | 46556 | PC | SCHOLARSHIPS | $5,000 |
| VISITING NURSE FOUNDATION | ||||||
| 11333 W NATIONAL AVE | MILWAUKEE | WI | 53227 | PC | VISITING NURSE PROGRAM SUPPORT | $500 |
| WEST ALLIS IMPROVEMENT FDT | ||||||
| 7525 WEST GREENFIELD AVE | WEST ALLIS | WI | 53214 | PC | CHARITABLE ACTIVITIES OF THE CITY OF WEST ALLIS | $500 |
| WEST ALLIS POLICE DEPARTMENT | ||||||
| 11301 W LINCOLN AVE | WEST ALLIS | WI | 53219 | PC | YOUTH PROGRAM SUPPORT | $1,000 |
| WEST ALLIS ROTARY | ||||||
| 1323 S 65TH STREET | WEST ALLIS | WI | 53214 | PC | CHARITABLE ACTIVITES OF THE WEST ALLIS ROTARY CLUB | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | 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 | $231 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,958 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,109 | 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 | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1607.0060 SHS JP MORGAN SMALL CAP GROWTH | $23,760 | $34,695 |
| 2919.3830 SHS COLUMBIA | $35,463 | $61,628 |
| 1040.214 SHS BLACKROCK HL | $38,962 | $70,391 |
| 1650.5940 SHS INVESCO COMSTOCK FUND | $31,096 | $46,085 |
| 1257.7680 SHS INVESCO MID CAP GROWTH FUND | $43,806 | $56,587 |
| 734.7630 SHS LORD ABBETT GROWTH LEADERS FUND | $16,798 | $25,731 |
| 100 SHS ISHARES RUSSEL 1000 GROWTH | $12,154 | $15,598 |
| 265.6330 SHS JANUS HENDERSON ENTERPRISE FUND I | $30,588 | $36,044 |
| 2667.6960 SHS LOOMIS SAYLES GROWTH FUND CL Y | $40,739 | $45,724 |
| 2342.7180 SHS MFS TOTAL RETURN BOND FUND | $25,148 | $24,200 |
| 609.5700 SHS VIRTUS KAR SMALL-CAP GROWTH FUND I | $20,000 | $20,853 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Revenue And Expenses Per Books | $3,793 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |