HEYRMAN CONSTRUCTION CO INC FNDTN: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEYRMAN CONSTRUCTION CO INC FNDTN (EIN 39-6615213)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349103351
- Schema version
- 2016v3.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:37:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-10 | 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 | 2017-05-10 | IPDt |
| IP Tm | 09:38:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F1243016E0D4E0F2A2EDDDA7C2B97F0E580CA29C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1243016E0D4E0F2A2EDDDA7C2B97F0E580CA29C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $490,655 | 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 | $114,033 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,738 | 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 | $520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $249,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,191 | CashBOYAmt |
| Cash EOY | $19,079 | CashEOYAmt |
| Cash EOYFMV | $19,079 | CashEOYFMVAmt |
| Other Investments BOY | $168,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $175,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $490,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $175,253 | CapitalStockBOYAmt |
| Capital Stock EOY | $425,311 | 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 | $175,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $425,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $175,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $425,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $175,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $249,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $199 | OtherIncreasesAmt |
| Subtotal | $425,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $425,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 8.494 SH GOLDMAN SACHS TR GROWTH OPPORTUN | P | 2016-01-26 | $181 | $230 | -$49 | -$49 | |
| 900 SH FORTIVE CORP | P | 2016-12-19 | $49,071 | $49,239 | -$168 | -$168 | 2016-12-16 |
| 62.079 SH GOLDMAN SACHS SATELLITE CL I | P | 2016-01-05 | $459 | $490 | -$31 | -$31 | |
| 1200 SH V F CORP COM | P | 2016-12-19 | $64,073 | $64,794 | -$721 | -$721 | 2016-12-16 |
| 90.571 SH GOLDMAN SACHS TR GROWTH OPPORTUN INSTL | P | 2016-01-26 | $1,930 | $2,564 | -$634 | -$634 | |
| 70 SH AMAZON.COM INC COM | P | 2016-01-21 | $40,682 | $20,029 | $20,653 | $20,653 | 2013-08-16 |
| 42 SH AMAZON.COM INC COM | P | 2016-01-26 | $25,046 | $12,017 | $13,029 | $13,029 | 2013-08-16 |
| 28 SH AMAZON.COM INC COM | P | 2016-03-24 | $16,162 | $8,012 | $8,150 | $8,150 | 2013-08-16 |
| 15 SH AMAZON.COM INC COM | P | 2016-04-04 | $8,906 | $4,292 | $4,614 | $4,614 | 2013-08-16 |
| 15 SH AMAZON.COM INC COM | P | 2016-12-19 | $11,514 | $4,292 | $7,222 | $7,222 | 2013-08-16 |
| 365.497 SH GOLDMAN SACHS SATELLITE CL I | P | 2016-01-05 | $2,701 | $2,970 | -$269 | -$269 | |
| 262.54 SH GOLDMAN SACHS TR GROWTH OPPORUN INSTL | P | 2016-01-26 | $5,595 | $4,038 | $1,557 | $1,557 | |
| 75 SH ALPHABET INC CL C COM | P | 2016-01-21 | $53,374 | $19,376 | $33,998 | $33,998 | 2007-07-27 |
| 35 SH ALPHABET INC CL C COM | P | 2016-01-26 | $24,871 | $7,552 | $17,319 | $17,319 | 2008-03-11 |
| 40 SH ALPHABET INC CL C COM | P | 2016-03-24 | $29,299 | $8,630 | $20,669 | $20,669 | 2008-03-11 |
| 15 SH ALPHABET INC CL C COM | P | 2016-04-04 | $11,172 | $3,236 | $7,936 | $7,936 | 2008-03-11 |
| 10 SH ALPHABET INC CL C COM | P | 2016-08-15 | $7,815 | $2,158 | $5,657 | $5,657 | 2008-03-11 |
| 465.934 SH GOLDMAN SACHS SATELLITE CL I | P | 2016-01-05 | $3,443 | $3,881 | -$438 | -$438 | 2011-04-25 |
| CAPITAL GAINS DIVIDENDS | P | $7,407 | $7,407 | $7,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,901 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $134,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $99,813 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,592 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046634 | DistributionYr5Rt |
| Total Distribution | 0.229831 | TotalDistributionRt |
| Average Distribution | 0.045966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $363,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,477 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,186 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $149 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $149 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,805 | TaxDueAmt |
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 | $358,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $369,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $369,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,954 | TotalTaxAmt |
| Distributable Before Adj | $15,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,543 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,543 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,957 | 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 | $10,264 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARLA RAISLEGER 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA ST | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| 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 | $500 |
| 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 | $500 |
| 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 | $300 |
| 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 | $500 |
| UNITY OF FRIENDS | |||||||
| 909 N RIVERSIDE DRIVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $950 |
| BELLIN COLLEGE OF NURSING | |||||||
| 3201 EATON RD | GREEN BAY | WI | 54311 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| DOOR COUNTY ECONOMIC DEVELOPMENT CORP | |||||||
| 185 E WALNUT ST | STURGEON BAY | WI | 54235 | NONE | PC | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | 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 | $5,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,738 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| EARL A HEYRMAN | ||||||
| 1 | 3012 AUTUM LEAVES CIRCLE | GREEN BAY | WI | 54313 | $49,239 | Yes (X) |
| EARL A HEYRMAN | ||||||
| 2 | 3012 AUTUM LEAVES CIRCLE | GREEN BAY | WI | 54313 | $64,794 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 900 SHARES FORTIVE CORP COM | $49,239 | 2016-12-16 |
| 2 | 1200 SH VF CORP COM | $64,794 | 2016-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERMANS & ASSOCIATES, CPA'S S.C. | CategoryTxt |
| Amt | $520 | Amt |
| Net Investment Income | $520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE AND COX STOCK FD | AT COST | $27,943 | $42,323 |
| AM FDS EUROPACIFIC GROWTH FD CL F2 | AT COST | $4,715 | $6,225 |
| HARBOR CAPITAL APPRECIATION FD | AT COST | $31,105 | $38,073 |
| PERKINS SMALL CAP VALUE FUND CL I | AT COST | $13,238 | $15,781 |
| PERKINS MID CAP VALUE FUND CL I | AT COST | $5,899 | $4,832 |
| AM FDS NEW WORLD FD CL F2 | AT COST | $5,719 | $5,511 |
| VANGUARD MORGAN GROWTH ADMIRAL SHS | AT COST | $17,600 | $21,441 |
| VANGUARD INDEX TR 500 ADMIRAL SHS | AT COST | $195,234 | $224,674 |
| WASATCH SMALL CAP GROWTH FD | AT COST | $12,166 | $13,341 |
| IF INTERNATIONAL EQUITY SER FUND PRIMARY SHS | AT COST | $14,613 | $14,405 |
| VANGUARD MID CAP INDEX ADM | AT COST | $53,000 | $60,397 |
| VANGUARD SML CAP INX-ADM | AT COST | $25,000 | $24,573 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST TO ACTUAL | Desc |
| Amt | $199 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,474 | Amt |
| Net Investment Income | $3,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $49 | $49 | $0 |
| 2016 ESTIMATED PAYMENTS | $45 | $0 | $0 |
| 2015 ESTIMATED TAX PAYMENTS | $324 | $0 | $0 |