SHOMOS FAMILY FOUNDATION LTD: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHOMOS FAMILY FOUNDATION LTD (EIN 39-1622902)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201741309349101034
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T10:40:19-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391128206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN STREET SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | 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 | 391622902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOMOS FAMILY FOUNDATION LTD | BusinessNameLine1Txt |
| Business Name Line2 | C/O GODFREY & KAHN SC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOM | BusinessNameControlTxt |
| Phone | 4142733500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST NO 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J GARDNER GOVAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142733500 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C SMITH | PreparerPersonNm |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.100.131.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 10:55:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 839272D591D201DB392C288E91034CA872F1C91D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 839272D591D201DB392C288E91034CA872F1C91D | 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 | $979,665 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,575 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,705 | 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 | $4,989 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,989 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,318 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $433,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $388,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $871,320 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $27 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $542,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $979,665 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $542,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $542,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $542,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $542,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $496,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $496,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $133,643 | GrossSalesPriceAmt |
| Cost Or Other Basis | $95,068 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,575 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,575 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,881 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $998,320 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $973,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $910,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $830,305 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,521 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $867,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091700 | DistributionYr5Rt |
| Total Distribution | 0.377890 | TotalDistributionRt |
| Average Distribution | 0.075578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $993,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $418 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,239 | 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 | $418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $382 | OverpaymentAmt |
| Applied To ES Tax | $382 | 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 | GODFREY KAHN SC | IndividualWithBooksNm |
| Phone | 4142733500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST STE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AUDREY T SHOMOS | ||||||||
| 134 GROVE ST | EVANSVILLE | WI | 53536 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MONICA J SHOMOS | ||||||||
| 13101 OLD BALDY TRL | AUSTIN | TX | 78737 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| J GARDNER GOVAN | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | TREASURER/DIRECTOR | 0.00 | $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 | $883,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,008,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,008,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $49,264 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,264 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,264 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,239 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,239 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $418 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,465 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,239 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,264 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,440 | 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 | $35,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,334 | ExcessFromYear4Amt |
| Excess From Year3 | $35,110 | ExcessFromYear3Amt |
| Excess From Year1 | $2,669 | ExcessFromYear1Amt |
| Excess From Current Year | $37,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A NURTURED WORLD INC | |||||||
| 6404 WILBUR DR | AUSTIN | TX | 78757 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AGRACE | |||||||
| 5395 E CHERYL PKWY | MADISON | WI | 53711 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ALS THERAPY DEVELOPMENT INSTITUTE | |||||||
| 300 TECHNOLOGY SQUARE STE 400 | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | CHARITABLE | $500 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2820 WALTON COMMONS STE 132 | MADISON | WI | 53718 | PUBLIC CHARITY | CHARITABLE | $500 | |
| ASHOKAN FOUNDATION INC | |||||||
| PO BOX 49 | SAUGERTIES | NY | 12477 | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| AUSTIN CHILDREN'S SHELTER | |||||||
| 4800 MANOR RD | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| AUSTIN DOG ALLIANCE | |||||||
| 12129 RR 620 N STE 491 | AUSTIN | TX | 78750 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AUSTIN FRIENDS OF TRADITIONAL MUSIC | |||||||
| PO BOX 49608 | AUSTIN | TX | 78765 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| AUSTIN HUMANE SOCIETY | |||||||
| 124 ANDERSON LN | AUSTIN | TX | 78752 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AUSTIN PARKS FOUNDATION | |||||||
| 816 CONGRESS AVE STE 1680 | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AUSTIN PETS ALIVE | |||||||
| PO BOX 6247 | AUSTIN | TX | 78762 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AUSTIN ZOO | |||||||
| 10807 RAWHIDE TRL | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| AWARE IN EVANSVILLE COMMUNITY ACTION INC | |||||||
| PO BOX 4 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BLUE DOG RESCUE | |||||||
| 2541 S IH-35 200-328 | ROUND ROCK | TX | 78664 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 1 EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | PUBLIC CHARITY | CHARITABLE | $1,000 | 1802 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $500 | |
| CENTER FOR WOMEN & THEIR WORK INC | |||||||
| 1710 LAVACA ST | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| CENTRAL TEXAS FOOD BANK (CAPITAL AREA FOOD BANK OF TEXAS INC) | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| CLEARWATER CAMP FOUNDATION | |||||||
| PO BOX 152 | MINOCQUA | WI | 54548 | PUBLIC CHARITY | CHARITABLE | $100 | |
| COMMUNITY ACTION COALITION FOR SOUTH CENTRAL WI INC | |||||||
| 1717 N STOUGHTON RD | MADISON | WI | 53704 | PUBLIC CHARITY | CHARITABLE | $250 | |
| COMMUNITY FUTURES COLLECTIVE | |||||||
| 221 IDORA AVE | VALLEJO | CA | 94591 | PUBLIC CHARITY | CHARITABLE | $250 | |
| DAV CHARITABLE SERVICES TRUST | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PUBLIC CHARITY | CHARITABLE | $250 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LAPATERA LN | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | CHARITABLE | $500 | |
| DOMESTIC ABUSE INTERVENTION SERVICES INC | |||||||
| 2102 FORDEM AVE | MADISON | WI | 53704 | PUBLIC CHARITY | CHARITABLE | $250 | |
| DRIPPING SPRINGS HELPING HANDS INC | |||||||
| PO BOX 804 | DRIPPING SPRINGS | TX | 78620 | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| EAGER FREE PUBLIC LIBRARY | |||||||
| 39 W MAIN ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| EMANCIPET | |||||||
| PO BOX 6396 | AUSTIN | TX | 78762 | PUBLIC CHARITY | CHARITABLE | $500 | |
| EMILYANN THEATRE & GARDENS INC | |||||||
| PO BOX 801 | WIMBERLY | TX | 78676 | PUBLIC CHARITY | CHARITABLE | $250 | |
| EMPTY STOCKING CLUB (WISCONSIN STATE JOURNAL) | |||||||
| PO BOX 8056 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $250 | |
| EVANSVILLE COMMUNITY PARTNERSHIP INC | |||||||
| PO BOX 321 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $500 | |
| EVANSVILLE ECUMENICAL CARE CLOSET LTD | |||||||
| 206 S MADISON ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| EVANSVILLE FUND | |||||||
| 26 S JACKSON ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $500 | |
| FAMILY ELDERCARE | |||||||
| 2210 HANCOCK DR | AUSTIN | TX | 78756 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| FRENCH BULLDOG RESCUE NETWORK | |||||||
| PO BOX 4764 | GLEN ALLEN | VA | 23058 | PUBLIC CHARITY | CHARITABLE | $250 | |
| FRIENDS OF NOAH - WISCONSIN | |||||||
| PO BOX 308 | JANESVILLE | WI | 53547 | PUBLIC CHARITY | CHARITABLE | $200 | |
| FRIENDS OF WISCONSIN PUBLIC TELEVISION INC | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| GREEN CORN PROJECT | |||||||
| 1210 ROSEWOOD AVE | AUSTIN | TX | 78702 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| HABITAT FOR HUMANITY OF DANE COUNTY | |||||||
| 1014 FIEDLER LN 29 | MADISON | WI | 53713 | PUBLIC CHARITY | CHARITABLE | $250 | |
| HILL COUNTRY CONSERVANCY | |||||||
| PO BOX 163125 | AUSTIN | TX | 78716 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| INDEPENDENT LIVING INC | |||||||
| 2970 CHAPEL VALLEY RD 203 | MADISON | WI | 53711 | PUBLIC CHARITY | CHARITABLE | $250 | |
| KDRP SUN RADIO (FRACTURED ATLAS PRODUCTIONS INC) | |||||||
| 248 W 35TH ST 10TH FLR | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| KEEP WISCONSIN WARMCOOL FUND | |||||||
| PO BOX 68 | MADISON | WI | 53701 | PUBLIC CHARITY | CHARITABLE | $250 | |
| MACC FUND INC | |||||||
| 10000 W INNOVATION DR STE 135 | MILWAUKEE | WI | 53226 | PUBLIC CHARITY | CHARITABLE | $250 | |
| MADISON CHILDREN'S MUSEUM INC | |||||||
| 100 N HAMILTON ST 100 | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $250 | |
| MADISON SENIOR CENTER FOUNDATION INC | |||||||
| 330 W MIFFLIN ST | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $250 | |
| MOBILE ART PROGRAM | |||||||
| 1503 W 30TH | AUSTIN | TX | 78703 | PUBLIC CHARITY | CHARITABLE | $500 | |
| MOBILE LOAVES & FISHES | |||||||
| 903 S CAPITAL OF TEXAS HWY | AUSTIN | TX | 78746 | PUBLIC CHARITY | CHARITABLE | $500 | |
| NATIONAL COUNCIL ON THE AGING INC | |||||||
| 251 18TH ST S STE 500 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | CHARITABLE | $250 | |
| NATURE CONSERVANCY | |||||||
| PO BOX 6015 | ALBERT LEA | MN | 56007 | PUBLIC CHARITY | CHARITABLE | $250 | |
| NORTHERN SKY THEATER INC | |||||||
| PO BOX 273 | FISH CREEK | WI | 54212 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ONE SANDWICH AT A TIME | |||||||
| 15 FISHER LN STE 200 | WHITE PLAINS | NY | 10603 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| OPERATION HOMEFRONT | |||||||
| 8930 FOURWINDS DR STE 340 | SAN ANTONIO | TX | 78239 | PUBLIC CHARITY | CHARITABLE | $250 | |
| PAWS OF AUSTIN | |||||||
| 7202 S BROOK | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| PENINSULA PLAYERS THEATRE FOUNDATION INC | |||||||
| W4351 PENINSULA PLAYERS RD | FISH CREEK | WI | 54212 | PUBLIC CHARITY | CHARITABLE | $500 | |
| PETS FOR THE ELDERLY FOUNDATION | |||||||
| 530 E HUNT HWY STE 103 PMB 472 | SAN TAN VALLEY | AZ | 85143 | PUBLIC CHARITY | CHARITABLE | $250 | |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | PUBLIC CHARITY | CHARITABLE | $250 | |
| PORCHLIGHT INC | |||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ROCK COUNTY HUMANE SOCIETY INC (HUMANE SOCIETY OF SOUTHERN WISCONSIN) | |||||||
| 222 S ARCH ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MADISON INC | |||||||
| 2716 MARSHALL CT | MADISON | WI | 53705 | PUBLIC CHARITY | CHARITABLE | $250 | |
| SALVATION ARMY OF DANE COUNTY | |||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $250 | |
| SAN MIGUEL COMMUNITY FOUNDATION | |||||||
| 220 N ZAPATA HWY 11A PMB 5-K | LAREDO | TX | 78043 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WI | |||||||
| PO BOX 8983 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $500 | |
| SJOGREN'S SYNDROME FOUNDATION INC | |||||||
| 6707 DEMOCRACY BLVD STE 325 | BETHESDA | MD | 20817 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| SPECIAL OLYMPICS WISCONSIN INC | |||||||
| PO BOX 7638 | MADISON | WI | 53707 | PUBLIC CHARITY | CHARITABLE | $250 | |
| SUSTAINABLE FOOD CENTER | |||||||
| 1106 CLAYTON LN STE 480W | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| THERAPY PET PALS OF TEXAS INC | |||||||
| 3930 BEE CAVE RD C | AUSTIN | TX | 78746 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE | $250 | |
| WIMBERLEY ADOPTION GROUP & RESCUE | |||||||
| PO BOX 2603 | WIMBERLY | TX | 78676 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| WISCONSIN BADGER CAMP INC | |||||||
| PO BOX 723 | PLATTEVILLE | WI | 53818 | PUBLIC CHARITY | CHARITABLE | $200 | |
| WISCONSIN HISTORICAL FOUNDATION INC | |||||||
| PO BOX 260050 | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE | $250 | |
| WISCONSIN PUBLIC RADIO ASSOCIATION INC | |||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| WISCONSIN VETERANS MUSEUM FOUNDATION INC | |||||||
| 30 W MIFFLIN ST STE 200 | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,250 | 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 | $11,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,705 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION & ACCOUNTING FEES | CategoryTxt |
| Amt | $4,989 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,989 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PROVIDENT TRUST CO - EQUITY HOLDINGS | StockNm |
| EOY Book Value | $388,155 | EOYBookValueAmt |
| EOYFMV | $871,320 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $5 | BOYBookValueAmt |
| EOY Book Value | $27 | EOYBookValueAmt |
| EOYFMV | $27 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,632 | Amt |
| Net Investment Income | $7,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 FORM 990-PF TAX BALANCE DUE | $184 | $0 | $0 |
| 2016 FORM 990-PF TAX ESTIMATES | $800 | $0 | $0 |
| FOREIGN TAXES | $277 | $277 | $0 |