DONALD E & EUNICE V DOW CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DONALD E & EUNICE V DOW CHARITABLE TR (EIN 35-6807201)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201833189349103228
- Schema version
- 2017v2.2
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T17:00:31-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356807201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD AND EUNICE DOW CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOW | BusinessNameControlTxt |
| Phone | 9204596920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2043 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532012043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK NA-R PASSOW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9204596920 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.135.176.108 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0097556A3C68C414411551FE1593196C9EE22995 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0097556A3C68C414411551FE1593196C9EE22995 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $867,871 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $87,940 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,798 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $149,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,098 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,788 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,513 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,513 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,219 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $665,038 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $723,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $822,652 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $670,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $768,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $867,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $670,727 | CapitalStockBOYAmt |
| Capital Stock EOY | $768,730 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $670,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $768,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $670,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $768,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $670,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $768,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $768,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 327.831 CAUSEWAY EMERGING MARKETS INSTL | 2018-02-05 | $4,763 | $4,108 | $655 | $655 | ||
| 2509.937 FEDERATED INST HI YLD BD FD | 2018-02-05 | $24,873 | $24,673 | $200 | $200 | 2015-01-07 | |
| 2250.773 LOOMIS SAYLES STRATEGIC ALPHA FUND Y | 2018-02-05 | $22,418 | $22,457 | -$39 | -$39 | ||
| 1029.743 NEUBERGER BERMAN LONG SH INS | 2018-02-05 | $15,014 | $12,588 | $2,426 | $2,426 | ||
| 593.745 NUVEEN REAL ESTATE SECS I | 2018-02-05 | $11,073 | $10,600 | $473 | $473 | 2011-08-23 | |
| 1241.083 NUVEEN REAL ESTATE SECS I | 2018-02-05 | $23,146 | $28,900 | -$5,754 | -$5,754 | ||
| 49.121 NUVEEN INFLATION PRO SEC CL I | 2018-02-05 | $544 | $529 | $15 | $15 | 2015-12-17 | |
| 930.933 NUVEEN INFLATION PRO SEC CL I | 2018-02-05 | $10,305 | $10,348 | -$43 | -$43 | ||
| 3859.874 NUVEEN GLOBAL INFRASTR FD CL I | 2018-02-05 | $40,258 | $40,379 | -$121 | -$121 | ||
| 5.507 CAMBIAR INTL EQUITY FUND INS | 2018-05-15 | $159 | $157 | $2 | $2 | 2018-02-05 | |
| 625.662 CAMBIAR INTL EQUITY FUND INS | 2018-05-15 | $18,063 | $14,768 | $3,295 | $3,295 | ||
| 621.457 FIDELITY INVT TR AD INTL DISCI | 2018-05-15 | $28,531 | $23,474 | $5,057 | $5,057 | ||
| 60.71 FIDELITY INVT TR AD INTL DISCI | 2018-05-15 | $2,787 | $2,561 | $226 | $226 | 2017-05-18 | |
| 55.84 AMERICAN GRW FD OF AMER F2 | 2018-05-15 | $2,952 | $2,212 | $740 | $740 | 2016-03-24 | |
| 15. ISHARES MSCI EMERGING MARKETS ETF | 2018-05-15 | $697 | $665 | $32 | $32 | ||
| 45. ISHARES CORE S P SMALL CAP ETF | 2018-05-15 | $3,634 | $2,567 | $1,067 | $1,067 | ||
| 1198.042 NEUBERGER BERMAN LONG SH INS | 2018-05-15 | $17,587 | $13,945 | $3,642 | $3,642 | 2013-03-11 | |
| 1255.095 NUVEEN HIGH INCOME BOND FD CL I | 2018-05-15 | $9,539 | $11,672 | -$2,133 | -$2,133 | 2013-06-04 | |
| 1801.807 T ROWE PRICE INTL VAL EQTY FD INTL | 2018-05-15 | $27,243 | $23,312 | $3,931 | $3,931 | ||
| 175.662 T ROWE PRICE INTL VAL EQTY FD INTL | 2018-05-15 | $2,656 | $2,535 | $121 | $121 | 2017-05-18 | |
| 11. SPDR S&P MIDCAP 400 ETF | 2018-05-15 | $3,865 | $2,002 | $1,863 | $1,863 | 2012-10-18 | |
| 26. VANGUARD REIT ETF | 2018-05-15 | $1,993 | $2,003 | -$10 | -$10 | 2018-02-05 | |
| 125.582 VANGUARD 500 IDX ADML | 2018-05-15 | $31,505 | $24,596 | $6,909 | $6,909 | ||
| CAPITAL GAIN DIVIDENDS | $12,244 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,798 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $762,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,712 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $736,446 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,503 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $805,841 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04778 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,884 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $821,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $839,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047324 | DistributionYr5Rt |
| Total Distribution | 0.250689 | TotalDistributionRt |
| Average Distribution | 0.050138 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $846,116 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $489 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,323 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $979 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $668 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $311 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204596920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 NORTH 8TH STREET | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53081 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|
| US BANK N A | ||||||
| PO BOX 0663 | SHEBOYGAN | WI | 53082 | TRUSTEE | 40 | $13,098 |
| DR RICHARD PENSIS | ||||||
| W5675 COUNTY HIGHWAY B | SHAWANO | WI | 54166 | MEMBER | 0 | $0 |
| DR PAUL CARLSEN | ||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | MEMBER | 0 | $0 |
| DR SHARON BALSTAD | ||||||
| 4385 ANNABELL CIRCLE | GREEN BAY | WI | 54313 | MEMBER | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $821,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $859,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $859,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $846,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $979 | TotalTaxAmt |
| Distributable Before Adj | $41,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,323 | 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 | $38,323 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,323 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,513 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,513 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,517 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | US BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 663 | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530820663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204596920 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | May 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FEDERAL FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| OLD GLORY HONOR FLIGHTINC | ||||||||
| 4650 W SPENCER ST | APPLETON | WI | 54914 | NONE | N/A | SUPPORT OPERATIONS | $5,000 | |
| LEADER DOGS FOR THE BLIND | ||||||||
| 1039 S ROCHESTER ROAD | ROCHESTER | MI | 48307 | NONE | N/A | SUPPORT OPERATIONS | $13,513 | PO BOX 5000 |
| LAKESHORE TECHNICAL COLLEGE FDN | ||||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | NONE | N/A | SUPPORT OPERATIONS | $2,000 | |
| THE HAVENS OF MANITOWOC | ||||||||
| PO BOX 1795 | MANITOWOC | WI | 542211795 | NONE | N/A | SUPPORT OPERATIONS | $5,000 | |
| MIRACLE LEAGUE OF THE LAKESHORE | ||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | NONE | N/A | SUPPORT OPERATIONS | $5,000 | C/O GOODWILL INDUSTRIES OF NCW |
| HEIDI PROPSON & UW STEVENS POINT | ||||||||
| 15417 HILLTOP ROAD | CATO | WI | 54230 | NONE | N/A | SCHOLARSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,513 | 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 | $302 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,298 | 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 | $34,801 | 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 | $61,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,401 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | EUNICE DOW ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2043 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532012043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,940 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN LONG SH INS | |||
| SPDR S&P MIDCAP 400 | AT COST | $26,998 | $53,253 |
| AMERICAN CENT EQUITY INCOME | AT COST | $34,951 | $47,941 |
| AMERICAN GRW FD OF AMER F2 | AT COST | $29,957 | $58,056 |
| ISHARES CORE S&P SMALL-CAP | AT COST | $18,464 | $36,305 |
| NUVEEN STRATEGIC INCOME I | AT COST | $47,133 | $44,997 |
| TCW EMERGING MARKETS INCOME FD | AT COST | $26,812 | $25,591 |
| NUVEEN REAL ESTATE SECS I | |||
| LOOMIS SAYLES STRATEGIC ALPHA | |||
| NUVEEN HIGH INCOME BOND FD | AT COST | $31,959 | $26,175 |
| NUVEEN PREFERRED SECURITIES | AT COST | $54,501 | $53,000 |
| T ROWE PRICE INTL GR & INC FUN | |||
| CAUSEWAY EMERGING MARKETS INST | AT COST | $19,905 | $25,358 |
| ISHARES MSCI EMERGING MARKETS | AT COST | $21,245 | $25,781 |
| VANGUARD REAL ESTATE | AT COST | $44,298 | $46,834 |
| ROBECO BOSTON PARTNERS L S | AT COST | $40,457 | $42,596 |
| VANGUARD 500 INDEX ADMIRAL | AT COST | $43,594 | $52,548 |
| FEDERATED INST HI YLD BD FD | AT COST | $43,195 | $43,766 |
| NUVEEN INFLATION PROSEC CL I | |||
| CAMBIAR INTL EQUITY FUND INS | |||
| FIDELITY INVT TRAD INTL DISCI | |||
| NUVEEN GLOBAL INFRASTR FD CL I | |||
| BARON EMERGING MARKETS INSTITU | AT COST | $16,107 | $21,334 |
| DOUBLELINE TOTAL RET BD I | AT COST | $63,685 | $63,089 |
| BAIRD AGGREGATE BOND FUND | AT COST | $22,015 | $22,162 |
| VANGUARD INTERNATIONAL GROWTH | AT COST | $41,766 | $43,120 |
| ISHARES INTERNATIONAL SELECT | AT COST | $44,060 | $41,184 |
| ISHARES MSCI EAFE | AT COST | $43,603 | $40,852 |
| VANGUARD EQUITY INCOME ADM | AT COST | $8,806 | $8,710 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | AmtAmt |
|---|---|---|---|
| CURRENT FOREIGN TAXES PAID | $398 | $0 | |
| FEDERAL TAX PAYMENT - PRIOR YE | $0 | $0 | $562 |
| FEDERAL ESTIMATES - PRINCIPAL | $0 | $0 | $668 |