MIKE SHANNON AUTOMOTIVE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIKE SHANNON AUTOMOTIVE FOUNDATION INC (EIN 39-2018969)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102729
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:48:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392018969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE SHANNON AUTOMOTIVE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 9209218898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R SHANNON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9209218898 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN CRONK | PreparerPersonNm |
| PTIN | P01288895 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,477,521 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,010 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $547,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,151 | 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 | $3,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,653 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,652 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,958 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $556,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $593,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $558,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,935 | CashBOYAmt |
| Cash EOY | $243,918 | CashEOYAmt |
| Cash EOYFMV | $243,918 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,185 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $180,755 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $223,969 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $219,380 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $493,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $534,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $628,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $339,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $317,978 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $306,961 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,445,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,399,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,477,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,445,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,399,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,445,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,399,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,445,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,399,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,445,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $164 | OtherIncreasesAmt |
| Subtotal | $1,399,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,399,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $231,808 | $216,798 | $15,010 | $15,010 | |
| $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,010 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $549 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,975 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,975 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,426 | OverpaymentAmt |
| Applied To ES Tax | $2,426 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL R SHANNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209218898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R SHANNON | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RITA SHANNON | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL SHANNON JR | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICOLE MURRAY | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATIE MATHOS | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE JABER | ||||||||
| 321 N ROLLING MEADOWS DRIVE | FOND DU LAC | WI | 54935 | DIRECTOR | 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 | $1,110,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,368,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,368,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,348,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $549 | TotalTaxAmt |
| Distributable Before Adj | $66,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $558,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $558,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $499,735 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $315,244 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $470,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,673,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $558,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,165,733 | 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 | $241,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,924,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $499,735 | ExcessFromYear4Amt |
| Excess From Year3 | $315,244 | ExcessFromYear3Amt |
| Excess From Year2 | $470,145 | ExcessFromYear2Amt |
| Excess From Year1 | $147,557 | ExcessFromYear1Amt |
| Excess From Current Year | $491,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF FOND DU LAC | |||||||
| 76 W 2ND STREET | FOND DU LAC | WI | 54935 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $9,000 |
| CITY OF FOND DU LAC | |||||||
| 160 SOUTH MACY STREET | FOND DU LAC | WI | 54935 | N/A | GOV | UNRESTRICTED CHARITABLE GRANT | $10,000 |
| COPS FOR KIDS FOUNDATION | |||||||
| 126 NORTH MAIN STREET | FOND DU LAC | WI | 54935 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| FOCUS (FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS) | |||||||
| PO BOX 17408 | DENVER | CO | 80217 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| FOND DU LAC AREA FOUNDATION | |||||||
| 1020 S MAIN STREET SUITE E | FOND DU LAC | WI | 54935 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $25,000 |
| FOND DU LAC FAMILY YMCA | |||||||
| 90 W 2ND ST | FOND DU LAC | WI | 54935 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $150,000 |
| FOND DU LAC SCHOOL DISTRICT | |||||||
| 72 WEST 9TH STREET | FOND DU LAC | WI | 54935 | N/A | GOV | UNRESTRICTED CHARITABLE GRANT | $100,000 |
| MARIAN UNIVERSITY | |||||||
| 45 S NATIONAL AVE | FOND DU LAC | WI | 54935 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $25,000 |
| ST MATTHEW CATHOLIC SCHOOL | |||||||
| 419 MILL STREET | CAMPBELLSPORT | WI | 53010 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $50,000 |
| ST FRANCIS DE SALES SEMINARY | |||||||
| 3257 S LAKE DRIVE | ST FRANCIS | WI | 53235 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $150,000 |
| ST MARY'S SPRINGS ACADEMY | |||||||
| 255 COUNTY ROAD K | FOND DU LAC | WI | 54937 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,000 |
| WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION FOUNDATION | |||||||
| 150 E GILMAN STREET SUITE A | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $8,500 |
| ST PETER'S ATHLETIC CLUB | |||||||
| PO BOX 73 | MALONE | WI | 53049 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $9,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $556,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,310 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,151 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE SHANNON AUTOMOTIVE INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,305 | Amt |
| Net Investment Income | $1,653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,652 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY FIN CORP SR GLBL | $24,803 | $23,945 |
| BEST BUY INC SR GLBL NT | $26,035 | $24,594 |
| BK OF AMERICA CORP FR | $25,483 | $24,805 |
| CAPITAL ONE FINL CORP SR GLBL NT | $25,242 | $24,406 |
| GENERAL MTRS FINL CO INC SR GLBL NT | $25,369 | $24,711 |
| GOLDMAN SACHS GROUP INC SR NT | $25,182 | $24,285 |
| JP MORGAN CHASE & CO SR GLBL NT | $15,012 | $14,985 |
| OSHKOSH CORP SR GLBL | $23,823 | $22,868 |
| PFIZER INC SR GLBL NT | $25,729 | $23,840 |
| PFIZER INVT ENTERPRISES GLBL NT | $9,988 | $9,685 |
| PNC FINL SVCS GROUP INC SR GLBL NT | $15,253 | $15,260 |
| SOUTHWEST AIRLS CO SR GLBL NT | $23,256 | $22,133 |
| VERIZON COMMUNICATIONS INC SR GLBL | $27,782 | $26,502 |
| WELLS FARGO & CO FR | $25,021 | $24,942 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND SHS CLASS A | $6,054 | $6,332 |
| ALPHABET INC CAP STK CL C | $22,306 | $35,803 |
| AMAZON COM INC COM | $21,911 | $35,102 |
| AMERICAN TOWER CORP NEW COM | $26,885 | $23,660 |
| ANALOG DEVICES INC COM | $22,268 | $27,407 |
| APPLE INC COM | $10,572 | $16,778 |
| AUTOMATIC DATA PROCESSING INC COM | $18,119 | $21,077 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $16,106 | $22,211 |
| BLACKROCK INC COM | $13,529 | $20,502 |
| CATERPILLAR INC DEL COM | $5,234 | $9,795 |
| CHEVRON CORP NEW COM | $19,070 | $15,932 |
| CONOCOPHILLIPS COM | $17,399 | $13,785 |
| COSTCO WHSL CORP NEW COM | $3,396 | $6,414 |
| DANAHER CORPORATION COM | $22,360 | $21,807 |
| EXXON MOBIL CORP COM | $10,098 | $12,908 |
| FREEPORT MCMORAN INC CL B | $16,649 | $12,262 |
| GRAINGER W W INC COM | $5,306 | $11,595 |
| HOME DEPOT INC COM | $15,954 | $20,227 |
| HONEYWELL INTERNATION INC | $16,737 | $17,619 |
| HUMANA INC COM | $13,403 | $7,865 |
| ILLINOIS TOOL WKS INC COM | $10,905 | $13,439 |
| INTUIT COM | $11,530 | $17,598 |
| JOHNSON & JOHNSON COM | $20,216 | $17,210 |
| MICROSOFT CORP COM | $15,611 | $24,869 |
| NEXTERA ENERGY INC COM | $27,747 | $28,031 |
| NIKE INC CL B | $10,728 | $8,778 |
| ORACLE CORP COM | $7,684 | $14,498 |
| PEPSICO INC COM | $12,701 | $11,252 |
| REGENERON PHARMACEUTICALS COM | $12,593 | $13,534 |
| RLI CORP COM | $6,797 | $6,923 |
| TEXAS INSTRS INC COM | $20,089 | $24,189 |
| THE CHARLES SCHWAB CORPORATION COM | $22,015 | $21,907 |
| VISA INC COM CL A | $24,253 | $36,345 |
| WELLS FARGO & CO NEW COM | $3,790 | $6,111 |
| CME GROUP INC | $10,634 | $10,450 |
| ASML HOLDING NV NY REG NEW | $13,632 | $13,862 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $223,969 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $219,380 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WI DFI FEE | $25 | $0 | $25 |
| TAXABLE EXPENDITURES | $27,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENT TO COST BASIS | Desc |
| Amt | $164 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NATIONAL EXCHANGE ACCOUNT FEES | CategoryTxt |
| Amt | $5,958 | Amt |
| Net Investment Income | $5,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $18 | Amt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |