SENKBEIL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SENKBEIL FAMILY FOUNDATION INC (EIN 39-2010296)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349103904
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T17:07:47-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391916875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPU-TEK ACCOUNTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 UNION AVENUE | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53081 | 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 | 392010296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENKBEIL FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENK | BusinessNameControlTxt |
| Phone | 9204679964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 SETTLERS CIRCLE | AddressLine1Txt |
| City | SHEBOYGAN FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C SENKBEIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204679964 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M ELLIS CPA | PreparerPersonNm |
| PTIN | P00118505 | PTIN |
| Phone | 9204579494 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.188.110.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 17:07:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 473A4D8818DA7972E01EFDE7C0ED2DEE4E9EE13B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 473A4D8818DA7972E01EFDE7C0ED2DEE4E9EE13B | 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 | $117,521 | 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 | $59,373 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,096 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,096 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,311 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$5,789 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$5,789 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $60,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,096 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$3,693 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $495 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $13,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $83,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,571 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $96,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,521 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $89,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $117,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $117,021 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $117,021 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $106,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.315539 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.212192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $135,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.240696 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,311 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.282741 | DistributionYr5Rt |
| Total Distribution | 1.328294 | TotalDistributionRt |
| Average Distribution | 0.265659 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,135 | 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 | $21 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21 | SubtotalAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $21 | 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 | WI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT C SENKBEIL | IndividualWithBooksNm |
| Phone | 9204679964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 SETTLERS CIRCLE | AddressLine1Txt |
| City | SHEBOYGAN FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53085 | 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 |
| 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT C SENKBEIL | |||||||||
| 866 SETTLERS CIRCLE | SHEBOYGAN FALLS | WI | 53085 | PRESIDENT | 0.50 | $0 | $0 | $0 | |
| MONICA M SENKBEIL | |||||||||
| 866 SETTLERS CIRCLE | SHEBOYGAN FALLS | WI | 53085 | VICE PRES. | 0.25 | $0 | $0 | $0 | |
| MICHAEL J SENKBEIL | |||||||||
| 3370 RIDGE ROCK ROAD | WEST BEND | WI | 53095 | TREASURER | 0.10 | $0 | $0 | $0 | |
| K ALLEN VOSS | |||||||||
| C/O ROHDE DALES LLP 909 N 8TH ST | SHEBOYGAN | WI | 53081 | SECRETARY | 0.10 | $0 | $0 | $0 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,582 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,860 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $102,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21 | TotalTaxAmt |
| Distributable Before Adj | $5,045 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,135 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,114 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,045 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,301 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,841 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,135 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,090 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,964 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,301 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,841 | ExcessFromYear4Amt |
| Excess From Year3 | $18,985 | ExcessFromYear3Amt |
| Excess From Year2 | $20,351 | ExcessFromYear2Amt |
| Excess From Year1 | $28,396 | ExcessFromYear1Amt |
| Excess From Current Year | $28,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONCORDIA UNIVERSITY | ||||||||
| 800 N COLUMBIA AVE | SEWARD | NE | 68434 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | TAX-EXEMPT | EDUCATION | $5,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 12800 N LAKE DRIVE | MEQUON | WI | 53097 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | |
| CONCORDIA THEOLOGICAL | ||||||||
| 6600 N CLINTON STREET | FORT WAYNE | IN | 468254996 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | SEMINARY |
| CONCORDIA THEOLOGICAL | ||||||||
| 801 DEMUN AVENUE | ST LOUIS | MO | 631053168 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | SEMINARY |
| SHEBOYGAN LUTHERAN HIGH | ||||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | OPERATING BUDGET | $12,000 | |
| TRINITY EVANGELICAL | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | OPERATING BUDGET | $10,000 | |
| TRINITY LUTHERAN SCHOOL | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | NONE | TAX-EXEMPT | EDUCATION | $1,000 | |
| LUTHERAN HIGH SCHOOL SOUTH | ||||||||
| 5401 LUCA AND HUNT ROAD | ST LOUIS | MO | 63123 | NONE | TAX-EXEMPT | OPERATING BUDGET | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,684 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS | Desc |
| Related Or Exempt Function Incm | -$5,789 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,096 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $991 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TEMPORARY EXCESS CASH BALANCES ARE INVESTED PENDING THE DETERMINATION OF THE ACTUAL USAGE OF THE FUNDS, FURTHERING THE BENEFITS OF THE FOUNDATION TO FUTURE RECIPIENTS | RelationshipStatementTxt |
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 | ROBERT AND MONICA SENKBEIL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 SETTERS CIRCLE | AddressLine1Txt |
| City | SHEBOYGAN FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $59,373 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 180 SHS MC DONALDS CORP | $29,993 | 2018-10-22 |
| 1 | 137 SHS APPLE INC | $29,380 | 2018-10-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $495 | Amt |
| Disbursements Charitable Prps | $495 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 175 SHS ALLEGHENY TECH INC | 2013-04 | PURCHASE | 2018-01 | $5,236 | $5,455 | -$219 |
| 137 SHS APPLE INC | 2012-04 | PURCHASE | 2018-10 | $29,380 | $29,380 | |
| 150 SHS BANK OF AMERICA CORP | 2011-06 | PURCHASE | 2018-02 | $4,843 | $1,210 | $3,633 |
| 175 SHS GENERAL ELECTRIC CO | 2008-10 | PURCHASE | 2018-10 | $2,205 | $3,786 | -$1,581 |
| 200 SHS INTERPUBLIC CORP | 2017-12 | PURCHASE | 2018-10 | $4,735 | $4,055 | $680 |
| 150 SHS KROGER CO | 2017-08 | PURCHASE | 2018-07 | $4,212 | $3,267 | $945 |
| 100 SHS OCCIDENTAL PETROL CO | 2017-03 | PURCHASE | 2018-04 | $7,700 | $6,474 | $1,226 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 CITIGROUP INC NEW | $5,206 | $5,206 |
| 100 MERK & CO | $7,641 | $7,641 |
| 100 OCCIDENTAL PETROL CO | ||
| 100 ORACLE CORP | $4,515 | $4,515 |
| 125 CISCO SYSTEMS INC | $5,416 | $5,416 |
| 125 RANGE RESOURCES CORP | $1,196 | $1,196 |
| 150 KROGER CO | ||
| 175 GENERAL ELECTRIC | ||
| 200 INTERPUBLIC GROUP OF COS | ||
| 200 OWENS-ILLINOIS INC | $3,448 | $3,448 |
| 250 ALLEGHENY TECH INC NEW | $5,443 | $5,443 |
| 100 BANK OF AMERICA | $2,464 | $2,464 |
| 300 AT&T INC | $8,562 | $8,562 |
| 50 WALMART | $4,658 | $4,658 |
| 75 JPMORGTAN CHASE & CO | $7,322 | $7,322 |
| 75 METLIFE INC | $3,080 | $3,080 |
| 75 PFIZER INC | $3,274 | $3,274 |
| 350 KINDER MORGAN INC | $5,383 | $5,383 |
| 180 MC DONALDS CORP | $31,963 | $31,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $140 | LegalFeesAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS | Desc |
| Revenue And Expenses Per Books | -$5,789 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$5,789 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $7,000 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $17 | Amt |