HEYRMAN CONSTRUCTION CO INC FNDTN: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEYRMAN CONSTRUCTION CO INC FNDTN (EIN 39-6615213)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349103114
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:09:05-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391421794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMANS & ASSOCIATES CPA'S SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S WEBSTER AVE SUITE 3 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396615213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEYRMAN CONSTRUCTION CO INC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEYR | BusinessNameControlTxt |
| Phone | 9204333109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12800 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543072800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL HEYRMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9204333109 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M HERMANS | PreparerPersonNm |
| PTIN | P00118408 | PTIN |
| Phone | 9204356121 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.103.135.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 12:21:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DB9C7C9C6C22F599CAD81EF421DC3B06753831E8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1C44C51B1045CD8C701D203AEC98652D6AA4E07 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $798,325 | 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 | $252,081 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $336,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $284,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $234,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,079 | CashBOYAmt |
| Cash EOY | $28,058 | CashEOYAmt |
| Cash EOYFMV | $28,058 | CashEOYFMVAmt |
| Other Investments BOY | $406,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $631,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $770,267 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $425,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $659,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $798,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $425,311 | CapitalStockBOYAmt |
| Capital Stock EOY | $659,901 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $425,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $659,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $425,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $659,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $425,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $234,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $659,934 | SubtotalAmt |
| Other Decreases | $33 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $659,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 295 SH APPLE COMPUTER INC COM | P | 2012-12-05 | 2017-12-21 | $51,721 | $23,143 | $28,578 | $28,578 |
| 95.689 SH DODGE & COX STOCK FD COM | P | 2017-12-13 | $20,000 | $15,148 | $4,852 | $4,852 | |
| 258.799 SH HARBOR CAPITAL APPRECIATION FUND RET | P | 2017-12-13 | $20,000 | $14,438 | $5,562 | $5,562 | |
| 163.867 JANUS HENDERSON MID CAP VALUE FUND I | P | 2017-06-20 | $2,854 | $3,491 | -$637 | -$637 | |
| 614.917 SH JANUS HENDERSON SMALL CAP VALUE FUND I | P | 2017-06-23 | $14,038 | $11,715 | $2,323 | $2,323 | |
| 590 SH MICROSOFT CORP COM | P | 2013-12-20 | 2017-12-21 | $50,518 | $21,636 | $28,882 | $28,882 |
| 277.855 SH WASATCH SMALL CAP GRWOTH FUND - INST | P | 2017-06-23 | $12,226 | $11,021 | $1,205 | $1,205 | |
| 47 SH ALPHABET INC CL A COM | P | 2008-03-11 | 2017-12-21 | $50,417 | $10,114 | $40,303 | $40,303 |
| 128.798 SH JANUS HENDERSON MID CAP VALUE FUND I | P | 2017-06-20 | $2,243 | $2,408 | -$165 | -$165 | |
| 94.997 SH JANUS HENDERSON SMALL CAP VALUE FUND I | P | 2017-06-23 | $2,169 | $1,523 | $646 | $646 | |
| 56.767 SH WASATCH SMALL CAP GROWTH FUND - INST | P | 2008-12-18 | 2017-06-23 | $2,498 | $1,145 | $1,353 | $1,353 |
| 1619 SH WELLS FARGO & CO NEW COM | P | 2010-10-26 | 2017-12-21 | $100,417 | $41,578 | $58,839 | $58,839 |
| CAPITAL GAINS DIVIDENDS | P | $7,185 | $7,185 | $7,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,926 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $363,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $134,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $123,296 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,913 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043667 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $99,813 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050244 | DistributionYr5Rt |
| Total Distribution | 0.214834 | TotalDistributionRt |
| Average Distribution | 0.042967 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $537,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,819 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,000 | 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 | $1,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,141 | OverpaymentAmt |
| Applied To ES Tax | $1,141 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ASSOCIATED TRUST COMPANY | IndividualWithBooksNm |
| Phone | 9204333109 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS ST | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543079006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EARL HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VERNON HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HEYRMAN | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARLA RAISLEGER | ||||||||
| 1030 WAUBE LANE | GREEN BAY | WI | 54304 | TRUSTEE | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $528,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $545,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $545,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $537,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,819 | TotalTaxAmt |
| Distributable Before Adj | $25,046 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,046 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,046 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,819 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,264 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,264 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,046 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,690 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NICHOLE BERCEAU HEYRMAN CONSTRUCTIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 WAUBE LANE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204333136 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO PARTICULAR FORM TO SUBMIT REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLIN COLLEGE OF NURSING | |||||||
| 3201 EATON RD | GREEN BAY | WI | 54311 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA ST | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| DOOR COUNTY ECONOMIC DEVELOPMENT CORP | |||||||
| 185 E WALNUT ST | STURGEON BAY | WI | 54235 | NONE | PC | PROGRAM SUPPORT | $500 |
| EAST SHORE INDUSTRIES INC | |||||||
| 813 RABAS ST | ALGOMA | WI | 54201 | NONE | PC | HELP DISABLED TO INDEPENDENCE | $250 |
| FAMILY SERVICE ASSOCIATION | |||||||
| 1930 N 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | FINANCIAL MANAGEMENT PROGRAMS | $1,000 |
| FREEDOM HOUSE | |||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | NONE | PC | SERVICE TO HOPELESS & HOMELESS | $500 |
| GIRL SCOUTS OF AMERICA | |||||||
| PO BOX 9456 | GREEN BAY | WI | 54308 | NONE | PC | LEADERSHIP DEVELOPMENT TO GIRLS AGES 5-17 | $3,000 |
| HEAVEN'S TOUCH INC | |||||||
| 1043 WESTERN AVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $500 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 W MASON ST | GREEN BAY | WI | 54303 | NONE | PC | MALE MENTORING PROGRAM | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE STE 100 | HOUSTON | TX | 77054 | NONE | PC | MOBILIZE PEOPLE TO DRIVE RESEARCH FOR A CURE | $250 |
| NEW COMMUNITY SHELTER | |||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PC | SHELTER, COUNSELING, & MEALS TO GREEN BAY AREA | $500 |
| ST JOSEPH'S SCHOOL | |||||||
| 6914 53RD STREET | KENOSHA | WI | 53144 | NONE | PC | PROGRAM SUPPORT | $500 |
| THE BOY SCOUTS OF AMERICA | |||||||
| PO BOX 267 | APPLETON | WI | 54912 | NONE | PC | ASSIST YOUTH TO MAKE ETHICAL & MORAL CHOICES | $3,000 |
| UNITY OF FRIENDS | |||||||
| 909 N RIVERSIDE DRIVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $3,750 |
| YMCA OF GREEN BAY | |||||||
| 1740 S HURON ROAD | GREEN BAY | WI | 54311 | NONE | PC | PROGRAM SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,949 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| EARL A HEYRMAN | ||||||
| 1 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $50,443 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 2 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $51,643 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 3 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $50,592 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 4 | 3012 AUTUMN LEAVES CIRCLE | GREEN BAY | WI | 54313 | $99,403 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 47 SH ALPHABET INC CL A COM | $50,443 | 2017-12-21 |
| 2 | 295 SH APPLE INC COM | $51,643 | 2017-12-21 |
| 3 | 590 SH MICROSOFT CORP COM | $50,592 | 2017-12-21 |
| 4 | 1619 SH WELLS FARGO & CO NEW COM | $99,403 | 2017-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERMANS & ASSOCIATES, CPA'S S.C. | CategoryTxt |
| Amt | $580 | Amt |
| Net Investment Income | $580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE AND COX STOCK FD | AT COST | $12,795 | $27,275 |
| AM FDS EUROPACIFIC GROWTH FD CL F2 | AT COST | $4,715 | $7,754 |
| HARBOR CAPITAL APPRECIATION FD | AT COST | $16,667 | $28,685 |
| AM FDS NEW WORLD FD CL F3 | AT COST | $5,719 | $7,167 |
| VANGUARD MORGAN GROWTH ADMIRAL SHS | AT COST | $17,600 | $25,775 |
| VANGUARD INDEX TR 500 ADMIRAL SHS | AT COST | $456,734 | $530,223 |
| TIF INTERNATIONAL EQUITY SER FUND PRIMARY SHS | AT COST | $14,613 | $16,985 |
| VANGUARD MID CAP INDEX ADM | AT COST | $53,000 | $71,002 |
| VANGUARD SML CAP INX-ADM | AT COST | $50,000 | $55,401 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST TO ACTUAL | Desc |
| Amt | $33 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,994 | Amt |
| Net Investment Income | $4,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $68 | $68 | $0 |
| 2017 ESTIMATED PAYMENTS | $2,960 | $0 | $0 |
| 2016 TAX PAYMENT | $2,805 | $0 | $0 |