GOLD IN SEPTEMBER CHARITABLE TRUST: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GOLD IN SEPTEMBER CHARITABLE TRUST (EIN 46-5000938)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201941309349302909
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:12:13-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465000938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLD IN SEPTEMBER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 4143784420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528D WELLS STREET | AddressLine1Txt |
| City | DELAFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BARTOSZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4143784420 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARELYN J BECK | PreparerPersonNm |
| PTIN | P00474979 | 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 | 2019-04-22 | IPDt |
| IP Tm | 10:24:55 | IPTm |
| IP Timezone | CD | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH BARTOSZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528D WELLS STREET | AddressLine1Txt |
| City | DELAFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,105,249 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOLDINSEPTEMBER.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE FUNDING FOR CHILDHOOD CANCER RESEARCH AND INITIATIVES BY GROWING AWARENESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $379,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,066,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3 | PYInvestmentIncomeAmt |
| CY Investment Income | $909 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$44,074 | CYOtherRevenueAmt |
| PY Total Revenue | $379,109 | PYTotalRevenueAmt |
| CY Total Revenue | $1,023,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $300,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $606,048 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $126,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $283,985 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,790 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,536 | PYOtherExpensesAmt |
| CY Other Expenses | $102,299 | CYOtherExpensesAmt |
| PY Total Expenses | $443,683 | PYTotalExpensesAmt |
| CY Total Expenses | $992,332 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$64,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,430,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,778,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $313,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $631,319 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,116,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,147,644 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GOLD IN SEPTEMBER'S MISSION IS TO INCREASE FUNDING FOR CHILDHOOD CANCER RESEARCH AND INITIATIVES BY GROWING AWARENESS THAT INSPIRES ACTION TO HELP EVERY CHILD, EVERYWHERE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $836,916 | ExpenseAmt |
| Grant | $606,048 | GrantAmt |
| Desc | DISTRIBUTION TO THE G9 CENTERS OF EXCELLANCE HOSPITALS (27 IN TOTAL) - SUPPORTING ACTION THROUGH CHILDHOOD CANCER RESEARCH SUPPORT FOR PHASE I/EARLY PHASE CLINICAL TRIALS WHILE GENERATING AWARENESS INITIATIVES AROUND GOLD (OFFICIAL COLOR) AND SEPTEMBER (OFFICIAL MONTH) FOR CHILDHOOD CANCER. DISTRIBUTIONS OF $606,048 WILL BE MADE WITHIN THE PLEDGE PERIOD BETWEEN JULY 2018 TO DECEMBER 2022 TO CHILDREN'S HOSPITAL OF WISCONSIN AND CHILDREN'S ONCOLOGY GROUP; SUPPORTING PHASE I/EARLY PHASE CLINICAL TRIALS WHILE GENERATING AWARENESS. | Desc |
| Total Program Service Expenses | $836,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH LUNOW | PersonNm |
| Phone | 4147320499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528D WELLS STREET | AddressLine1Txt |
| City | DELAFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH BARTOSZ | ||||||
| PRESIDENT | 38.00 | Yes (X) | Yes (X) | $112,633 | $0 | $14,469 |
| BETH LUNOW | ||||||
| EXECUTIVE DIRECTOR | 25.00 | Yes (X) | Yes (X) | $45,000 | $0 | $0 |
| RORY LEYDEN | ||||||
| SECRETARY | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE DRURY | ||||||
| CHAIRMAN OF THE BOARD | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RON TROY | ||||||
| TREASURER | 24.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANNA COX | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| JASON WILDE | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY FUERST | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY BRENNER | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK BOHL | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN GUADAGNO | ||||||
| TRUSTEE | 12.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,633 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $298,435 | FundraisingAmt |
| All Other Contributions | $767,747 | AllOtherContributionsAmt |
| Noncash Contributions | $7,730 | NoncashContributionsAmt |
| Total Contributions | $1,066,182 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $909 | TotalRevenueColumnAmt |
| Exclusion | $909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,208 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $298,435 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $82,232 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,024 | TotalRevenueColumnAmt |
| Exclusion | -$56,024 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,950 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,950 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,023,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,950 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$55,115 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,048 | TotalAmt |
| Program Services | $606,048 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,884 | TotalAmt |
| Program Services | $125,007 | ProgramServicesAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
| Fundraising | $32,377 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,576 | TotalAmt |
| Program Services | $84,297 | ProgramServicesAmt |
| Fundraising | $11,279 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,185 | TotalAmt |
| Program Services | $6,654 | ProgramServicesAmt |
| Management And General | $143 | ManagementAndGeneralAmt |
| Fundraising | $1,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,340 | TotalAmt |
| Program Services | $14,910 | ProgramServicesAmt |
| Management And General | $320 | ManagementAndGeneralAmt |
| Fundraising | $3,110 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,900 | TotalAmt |
| Management And General | $15,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,660 | TotalAmt |
| Fundraising | $5,660 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,603 | TotalAmt |
| Management And General | $6,603 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,435 | TotalAmt |
| Management And General | $13,351 | ManagementAndGeneralAmt |
| Fundraising | $13,084 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,193 | TotalAmt |
| Management And General | $9,193 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,330 | TotalAmt |
| Fundraising | $8,330 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270 | TotalAmt |
| Management And General | $270 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,253 | TotalAmt |
| Management And General | $3,253 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,838 | TotalAmt |
| Management And General | $3,838 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FUNDRAISING SUPPLIES | $12,735 | $9,353 | $3,382 |
| STEWARDSHIP | $7,297 | $117 | $7,180 |
| MISCELLANEOUS | $2,785 | $2,785 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,332 | TotalAmt |
| Program Services | $836,916 | ProgramServicesAmt |
| Management And General | $69,626 | ManagementAndGeneralAmt |
| Fundraising | $85,790 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,183 | BOYAmt |
| EOY | $1,003,151 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,639 | BOYAmt |
| EOY | $762,783 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,735 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,696 | BOYAmt |
| EOY | $12,329 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,118 | BOYAmt |
| EOY | $1,778,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,159 | BOYAmt |
| EOY | $25,271 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $606,048 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,159 | BOYAmt |
| EOY | $631,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,499 | BOYAmt |
| EOY | $53,252 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,460 | BOYAmt |
| EOY | $1,094,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,959 | BOYAmt |
| EOY | $1,147,644 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,118 | BOYAmt |
| EOY | $1,778,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,685 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,088,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $397,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,066,182 | CurrentTaxYearAmt |
| Total | $3,296,740 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,088,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $397,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,066,182 | CurrentTaxYearAmt |
| Total | $3,296,740 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $546,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,382 | CurrentTaxYearAmt |
| Total | $1,382,801 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $20,614 | CurrentTaxYearAmt |
| Total | $20,614 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $546,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,996 | CurrentTaxYearAmt |
| Total | $1,403,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,893,325 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $15 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $909 | CurrentTaxYearAmt |
| Total | $944 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $15 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $909 | CurrentTaxYearAmt |
| Total | $944 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $31,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $11,950 | CurrentTaxYearAmt |
| Total | $78,795 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,124,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $397,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,079,041 | CurrentTaxYearAmt |
| Total | $3,376,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FUNDRAISING EVENT GROSS RECEIPTS - 2014 AMOUNT: $ 31,600. 2015 AMOUNT: $ 35,245. 2017 AMOUNT: $ 11,950. |
| SECTION A, PART III COLUMN (D) | EFFECTIVE 7/1/2017 THE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD FROM A CALENDAR YEAR TO A JUNE 30TH FISCAL YEAR. PART III, SECTION A, COLUMN(D) REFLECTS THE SHORT PERIOD OF 1/1/2017-6/30/2017. |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,735 | DepreciationAmt |
| Book Value | $12,329 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,329 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,253,403 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $148,154 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $82,232 | OtherRevenueAmt |
| Revenue Not Reported | $230,386 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,023,017 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,023,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $616,670 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $148,154 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $82,232 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $230,386 | ExpensesNotReportedAmt |
| Expenses Subtotal | $386,284 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $606,048 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $606,048 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $992,332 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EXP. NETTED W/ REV. FOR TAX REPORTING AND SEPARATED FOR FINANCIAL REPORTING 82,232. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXP. NETTED W/ REV. FOR TAX REPORTING AND SEPARATED FOR FINANCIAL REPORTING 82,232. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS LISTED AS EXP FOR TAX REPORTING AND SEPARATED FOR FINANCIAL REPORTING 606,048. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLDEN CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $324,643 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $298,435 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,208 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $60,318 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,674 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $20,240 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $324,643 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $298,435 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,208 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $60,318 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,674 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,240 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $82,232 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$56,024 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF WISCONSIN | |||||||
| PO BOX 1997 - MS 610 | MILWAUKEE | WI | 53201 | 390812532 | 501(C)(3) | $452,980 | EARLY PHASE TRIALS - CHILDHOOD CANCER |
| CHILDREN'S ONCOLOGY GROUP | |||||||
| 3501 CIVIC CENTER BLVD CTRB 10060 | PHILADELPHIA | PA | 19104 | 453083156 | 501(C)(3) | $153,068 | CHILDHOOD CANCER RESEARCH (PROJECT: EVERYCHILD) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DISTRIBUTIONS WERE PROVIDED TO 2 U.S. ORGANIZATIONS WITH LETTERS OF RESTRICTION FROM GOLD IN SEPTEMBER REGARDING USE OF FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | AT THIS TIME, THE ORGANIZATION DOES NOT HAVE FORMAL COMMITTEES AS A SUBSET OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES TREASURER, EXECUTIVE DIRECTOR AND FINANCE COORDINATOR REVIEW AND PROVIDE INFORMATION AS NEEDED FOR THE AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS MADE AVAILABLE TO THE TRUSTEE'S PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE IS REQUIRED TO SIGN A STATEMENT ANNUALLY THAT THEY HAVE RECEIVED, READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABILITY DATA REGARDING JOB DESCRIPTION, SALARY, AND YEARS OF EXPERIENCE WERE SHARED WITH THE BOARD OF TRUSTEES IN ORDER TO MAKE INFORMED DECISIONS REGARDING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |