DEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE FAMILY FOUNDATION INC (EIN 39-1966116)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349102444
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T14:56:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391520996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSON & ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WEST COLLEGE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | 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 | 391966116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVINE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEVIN DEVINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 6088779516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DEVINE | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Signature | 2019-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMI JOHNSON | PreparerPersonNm |
| PTIN | P00729202 | PTIN |
| Phone | 9207334957 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.103.186.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:56:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B64583BAFCFAFCC47D4BBFEFC39E774439F2650D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 270E21A6DDD41DC593478B19B3AF1E570B2E4A96 | 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 | $677,788 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,391 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,391 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,121 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,512 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,391 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,200 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $479 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $91 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $469 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,391 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,286 | CashBOYAmt |
| Cash EOY | $1,904 | CashEOYAmt |
| Cash EOYFMV | $1,904 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,295 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $624,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $614,492 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $628,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $617,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $677,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $628,418 | UnrestrictedBOYAmt |
| Unrestricted EOY | $617,691 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $628,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $617,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $628,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $617,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $628,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $617,691 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $617,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VNGRD BAL IDX ADML | P | $20,000 | $11,917 | $8,083 | $8,083 | ||
| VNGRD S/T INVST GR ADML | P | $6,000 | $6,167 | -$167 | -$167 | 2011-01-03 | 2018-08-13 |
| VNGRD WELLESLY INC ADML | P | $13,000 | $10,971 | $2,029 | $2,029 | ||
| VNGRD WELLINGTON ADML | P | $18,000 | $13,454 | $4,546 | $4,546 | 2011-07-08 | |
| VNGRD WELLESLY INC ADML | P | $6,535 | $6,535 | $6,535 | 2018-12-18 | ||
| VNGRD WELLINGTON ADML | P | $9,095 | $9,095 | $9,095 | 2018-12-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,731 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $733,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $727,861 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $760,641 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $817,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128485 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $824,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060872 | DistributionYr5Rt |
| Total Distribution | 0.432510 | TotalDistributionRt |
| Average Distribution | 0.086502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $705,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $495 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $990 | SubtotalAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $420 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $420 | TotalPaymentsAndCreditsAmt |
| Tax Due | $570 | 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 |
| 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 | KEVIN DEVINE | IndividualWithBooksNm |
| Phone | 6088779516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 ORCHARD DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | PRESIDENT/TR | 1.00 | $0 | $0 | $0 |
| WILLIAM DEVINE | ||||||||
| 122 WOODSIDE CT | NEENAH | WI | 54956 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 9816 SEASONS EAST DRIVE 215 | INDIANAPOLIS | IN | 46280 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID DEVINE | ||||||||
| 1705 WATER ST | TUCSON | AZ | 85719 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETSY DEVINE | ||||||||
| 614 ORCHARD DR | MADISON | WI | 53711 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TIMOTHY DEVINE | ||||||||
| 1839 LOST DAUPHIN RD | DE PERE | WI | 54115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL DEVINE | ||||||||
| 5115 N KENWOOD AVE | INDIANAPOLIS | IN | 46208 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAWN O'BRIEN | ||||||||
| 4813 N FUJI DR | APPLETON | WI | 54913 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATIE DEVINE | ||||||||
| 107 CROOKED TREE CIRCLE | DEFOREST | WI | 53532 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $713,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $716,700 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $716,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $705,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $990 | TotalTaxAmt |
| Distributable Before Adj | $34,307 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,307 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,307 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,307 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $50,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,193 | RemainingDistriFromCorpusAmt |
| Total Corpus | $209,137 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,580 | ExcessFromYear4Amt |
| Excess From Year3 | $21,328 | ExcessFromYear3Amt |
| Excess From Year2 | $23,962 | ExcessFromYear2Amt |
| Excess From Year1 | $25,874 | ExcessFromYear1Amt |
| Excess From Current Year | $23,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EMILY NYMANN | ||||||||
| 4002 N SHERMAN AVE | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| ITZEL FUENTES | ||||||||
| 1026 FIELDER LN APT 4 | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MICHAEL ENGEL | ||||||||
| 3445 LEFLORE CT | VERONA | WI | 53539 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MAHAD OSMAN | ||||||||
| 10 CONNECTICUT CT | MADISON | WI | 53719 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| DANIEL HOPPE | ||||||||
| 800 HASKEL CT | STOUGHTON | WI | 53589 | NO RELATIONSHIP | N/A | EDCUATION | $1,000 | |
| CIARA HART | ||||||||
| 3834 WHITMAN LN 308 | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| RENATA DIAZ | ||||||||
| 7354 TIMBERLAKE TRAIL | MADISON | WI | 53719 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 306 |
| NICK DEBNER | ||||||||
| 1385 STORYTOWN RD | OREGON | WI | 53575 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| DANIELLE BURROWS | ||||||||
| 3674 CTY HWY P | CROSS PLAINS | WI | 53578 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| CARLEY WEISS | ||||||||
| 1218 W PLEASANT ST | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| SHAQUELLA JOHNSON | ||||||||
| 405 N LAKE ST | MADISON | WI | 53715 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 400 |
| JAHDAI GUERRERO BASTARDO | ||||||||
| 2010 W BROADWAY | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 208 |
| CARLIE WALTON | ||||||||
| 811 SILVER LAKE DR | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| JUAN OCAMPO SOTO | ||||||||
| 2118 ALLIED DR APT 1 | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| HAMAYAIL ANSARI | ||||||||
| 6545 DORAL CIRCLE | MADISON | WI | 53719 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| NICOLE MARTINEZ-BUSTILLO | ||||||||
| 1714 FISHER ST | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| KYNALA PHILIPS | ||||||||
| 615 N HENRY ST | MADISON | WI | 53703 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 5B |
| HADDI TANNER | ||||||||
| 2257 SYENE RD | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| PO BOX 259686 | MADISON | WI | 53725 | NO RELATIONSHIP | N/A | DONATION | $27,500 | 2033 FISH HATCHERY RD |
| CAITLYN TILLEY | ||||||||
| 329 W EMMETT ST | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| ROSEMARIE WINGER | ||||||||
| 8405 OAKMONT DR | MADISON | WI | 53717 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| LAUREN MEREDITH JOHNSON | ||||||||
| 580 GLEN DR | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| ROSEE XIONG | ||||||||
| 1511 WRIGHT ST | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 102 |
| WESLEY BROWNE | ||||||||
| 2609 RAVENSWOOD RD | MADISON | WI | 53704 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| JOSEPH THIGPEN | ||||||||
| 726 N FAIR OAKS AVE | MADISON | WI | 53714 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MADELEINE MARTORANA | ||||||||
| 1805 MADISON ST | MADISON | WI | 53711 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| EARL BIRT | ||||||||
| 2609 DUNWOODY DR | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| JONATHAN LEMOS CASTILLO | ||||||||
| 704 W BADGER RD | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 107 |
| ABIGAIL BRISENO | ||||||||
| 10 HOLLYWOOD DR | MADISON | WI | 53713 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| MYA SIMMS | ||||||||
| 200 WASHINGTON ST | BEAVER DAM | WI | 53916 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | APT 3 |
| CHRISTOPHER HEO | ||||||||
| 409 VOLK ST | PORTAGE | WI | 53901 | NO RELATIONSHIP | N/A | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,121 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,391 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,121 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,512 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $500 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $614,492 | BookValueAmt |
| EOYFMV | $674,589 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE | $94 |
| WI DEPT OF FINANCIAL INSTITUT | $10 |
| MISCELLANEOUS EXPENSE | $365 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $479 | Amt |