SWOBODA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SWOBODA FAMILY FOUNDATION (EIN 46-3694549)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201931289349100958
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:41:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 463694549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Swoboda Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SWOB | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN A SWOBODA | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191275000081 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | 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 | $3,210,270 | 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 | $503,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $853,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,686 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $764,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $618,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,536 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,032 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $397,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,930 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,700,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,257,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,862,340 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,098,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,605,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,210,270 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,098,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,605,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,098,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,605,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,098,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,605,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,098,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,605,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,605,434 | 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 | $853,728 | GrossSalesPriceAmt |
| Cost Or Other Basis | $327,042 | CostOrOtherBasisAmt |
| Gain Or Loss | $526,686 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $526,686 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,686 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,438,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,562 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,205,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,286,401 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,929 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,383,919 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $996,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007881 | DistributionYr5Rt |
| Total Distribution | 0.196297 | TotalDistributionRt |
| Average Distribution | 0.039259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,227,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,720 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,731 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,011 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,011 | SubtotalAmt |
| Tax Based On Investment Income | $6,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,511 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Charles M Swoboda | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Karen A Swoboda | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,939,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,276,950 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,276,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,227,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,011 | TotalTaxAmt |
| Distributable Before Adj | $155,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $232,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,011 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,379 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $1,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,375 | QualifyingDistributionsAmt |
| Applied To Current Year | $155,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,996 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $78,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,034 | ExcessFromYear1Amt |
| Excess From Current Year | $76,996 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Charles M Swoboda | ContributingManagerNm |
| Contributing Manager | Karen A Swoboda | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH INC | |||||||
| 7200 STONEHENGE DR | RALEIGH | NC | 27613 | N/A | PC | Durham Food Pantry | $100,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH INC | |||||||
| 7200 STONEHENGE DR | RALEIGH | NC | 27613 | N/A | PC | Charitable Event | $5,000 |
| FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 2420 N RALEIGH BLVD | RALEIGH | NC | 27604 | N/A | PC | Charitable Event | $5,250 |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | Men's Basketball Excellence Fund | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,886 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $260,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Swoboda Charles M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 917 Crabtree Crossing Pkwy | AddressLine1Txt |
| City | Morrisville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $503,650 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CREE, INC CREE, 10000 sh. | NoncashPropertyDesc |
| Fair Market Value | $503,650 | FairMarketValueAmt |
| Received | 2018-08-08 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SELECT US EQUITY PORTFOLIO | $95,616 | $90,779 |
| ADVISORY RESEARCH MLP & ENERGY | $184,000 | $132,594 |
| ALGER EMERGING MARKETS FUND CL | $30,764 | $26,868 |
| ALPHA CENTRIC INCOME OPPORTUNI | $138,499 | $139,537 |
| AMERICAN BEACON GLOBAL EVOLUTI | $34,937 | $30,766 |
| ANGEL OAK MULTI-STRATEGY INCOM | $127,956 | $120,315 |
| ASHMORE EMERGING MARKETS LOCAL | $25,000 | $22,424 |
| ASHMORE EMERGING MKT CORPORATE | $21,520 | $20,400 |
| BRANDES EMERGING MARKETS FUND | $35,091 | $31,906 |
| BROOKFIELD REAL ASSETS INCOME | $99,708 | $77,062 |
| CALAMOS PHINEUS LONG SHORT FUN | $46,555 | $41,633 |
| CAMBIAR INTERNATIONAL EQUITY F | $52,740 | $49,678 |
| CBRE CLARION GLOBAL REAL ESTAT | $79,349 | $63,818 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $110,966 | $97,894 |
| COLUMBIA SELECT LARGE CAP GROW | $112,522 | $82,375 |
| CULLEN HIGH DIVIDEND EQ FD I | $192,573 | $175,323 |
| DAVIS NEW YORK VENTURE INSTL C | $83,949 | $64,141 |
| DREYFUS STRATEGIC VALUE FUND C | $56,550 | $42,726 |
| FIRST EAGLE FD OF AMERICA CL I | $60,609 | $39,688 |
| FIRST EAGLE US VALUE FUND I | $115,245 | $96,363 |
| FRANKLIN MUTUAL GLOBAL DISCOVE | $100,763 | $82,895 |
| JOHN HANCOCK STRATEGIC INCOME | $35,946 | $33,769 |
| KINETICS MUT FDS THE PARADIGM | $84,659 | $101,486 |
| LOOMIS SAYLES FDS STRATEGIC IN | $94,642 | $82,177 |
| MFS INTERNATIONAL DIVERSIFICAT | $51,494 | $49,068 |
| NUVEEN LARGE CAP CORE FUND CLA | $150,621 | $124,859 |
| NUVEEN LARGE CAP VALUE FUND CL | $59,578 | $53,409 |
| OPPENHEIMER DEVELOPING MARKETS | $33,622 | $34,649 |
| OPPENHEIMER GLOBAL VALUE FUND | $84,308 | $85,438 |
| PRUDENTIAL TOTAL RETURN BD FD | $30,178 | $28,839 |
| SEMPER MBS TOTAL RETURN FUND I | $145,000 | $142,190 |
| SMEAD VALUE FUND CLASS I1 | $71,973 | $75,165 |
| SNOW CAPITAL OPPORTUNITY FD IN | $92,721 | $74,944 |
| TCW EMERGING MARKETS INCOME FU | $26,253 | $24,805 |
| TEMPLETON GLOBAL TOTAL RETURN | $20,983 | $19,153 |
| THORNBURG LONG SHORT EQUITY FU | $46,859 | $41,664 |
| VIRTUS EMERGING MARKETS OPPTS | $41,657 | $37,201 |
| WESTERN ASSET MORTGAGE DEFINED | $90,576 | $82,274 |
| YACKTMAN FOCUSED FUND INST CL | $230,739 | $185,043 |
| ZACKS SMALL-CAP CORE FUND INST | $60,783 | $57,022 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,100 | $17,100 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,536 | Amt |
| Net Investment Income | $17,536 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $4,500 |
| 990-PF Excise Tax for 2017 | $3,532 |