DAVID & MARY ANDERSON FAMILY: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & MARY ANDERSON FAMILY (EIN 45-1844915)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349100840
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T09:39:15-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451844915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY ANDERSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 6088365550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6088365550 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVERLY A KLUMPH | PreparerPersonNm |
| PTIN | P00024017 | PTIN |
| Phone | 6088332612 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,220,185 | 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 | $39,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $333,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,882 | 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 |
| Legal Fees Rev And Expnss | $126 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $566 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $566 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,653 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,448 | CashBOYAmt |
| Cash EOY | $6,332 | CashEOYAmt |
| Cash EOYFMV | $6,332 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,374 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $450 | AcctRcvblAmt |
| Acct Rcvbl EOY | $450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $450 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $688,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $613,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $777,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $433,403 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,486 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $396,530 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,152,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,059,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,220,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,152,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,059,060 | 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 | $1,152,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,152,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,059,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,152,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,059,060 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS COMM STRAT INS | D | 2014-08-18 | 2014-11-28 | $15,256 | $19,026 | -$3,770 | -$3,770 |
| NUVEEN REAL ESTATE SECS I | D | 2013-04-29 | 2014-04-10 | $20,677 | $22,609 | -$1,932 | -$1,932 |
| NUVEEN SHORT TERM BOND FUND | D | 2013-09-23 | 2014-06-27 | $17,500 | $17,396 | $104 | $104 |
| NUVEEN SHORT TERM BOND FUND | D | 2013-09-23 | 2014-08-18 | $10,000 | $9,970 | $30 | $30 |
| AMERICAN CENT EQUITY INCOME | D | 2011-11-09 | 2014-06-27 | $39,009 | $30,000 | $9,009 | $9,009 |
| NUVEEN CORE PLUS BOND | D | 2013-01-23 | 2014-10-14 | $8,844 | $9,095 | -$251 | -$251 |
| NUVEEN DIVIDEND VALUE FUND | D | 2011-10-27 | 2014-08-18 | $38,895 | $30,000 | $8,895 | $8,895 |
| PIMCO TOTAL RETURN FUND | D | 2012-12-12 | 2014-09-26 | $162,714 | $166,133 | -$3,419 | -$3,419 |
| MIDCAP SPDR TRUST SERIES | D | 2013-02-28 | 2014-08-18 | $20,808 | $16,372 | $4,436 | $4,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,102 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,251,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $951,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067782 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $266,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $345,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.771692 | DistributionYr3Rt |
| Total Distribution | 0.908743 | TotalDistributionRt |
| Average Distribution | 0.302914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,252,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $379,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $379,851 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,219 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,590 | OverpaymentAmt |
| Applied To ES Tax | $2,590 | 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 | Yes (1) | 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 | DAVID ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6088365550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R ANDERSON | ||||||||
| 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| SARAH CAFLISCH | ||||||||
| 2211 FOLWELL AVENUE | FALCON HEIGHTS | MN | 55108 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KRISTINE MOSES | ||||||||
| 285 GRAMERCY LN | RENO | NV | 89509 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID K ANDERSON | ||||||||
| 4917 WOODBURN DRIVE | MADISON | WI | 53711 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| MATTHEW ANDERSON | ||||||||
| 1601 DURHAM COURT | EDMOND | OK | 73013 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOSEPH ANDERSON | ||||||||
| 1814 SKYLINE CURVE | MINNEAPOLIS | MN | 55410 | BOARD MEMBER | 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 | $1,254,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,271,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,271,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,252,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $910 | TotalTaxAmt |
| Distributable Before Adj | $61,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,714 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,219 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,219 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $258,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $304,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,219 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $401,142 | 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 | $401,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $258,158 | ExcessFromYear3Amt |
| Excess From Year2 | $19,069 | ExcessFromYear2Amt |
| Excess From Year1 | $27,410 | ExcessFromYear1Amt |
| Excess From Current Year | $96,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | YES | GENERAL PURPOSE | $3,000 |
| COMMUNITIES FOUNDATION OF OKLAHOMA INC | ||||||
| 2932 NW 122ND SUITE D | OKLAHOMA CITY | OK | 73120 | YES | GENERAL PURPOSE | $4,000 |
| CATHOLIC CHARITIES | ||||||
| PO BOX 46550 | MADISON | WI | 53744 | YES | GENERAL PURPOSE | $25,800 |
| COFFEE HOUSE PRESS | ||||||
| 79 13TH AVENUE NE SUITE 110 | MINNEAPOLIS | MN | 55413 | YES | GENERAL PURPOSE | $12,500 |
| PROJECT NIGHT NIGHT | ||||||
| 148 BEULAH STREET | SAN FRANCISCO | CA | 94117 | YES | GENERAL PURPOSE | $1,790 |
| MADISON LIBRARY | ||||||
| 201 W MIFFLIN STREET | MADISON | WI | 53703 | YES | GENERAL PURPOSE | $2,000 |
| UW FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | YES | GENERAL PURPOSE | $5,810 |
| FITZGERALD IN SAINT PAUL | ||||||
| 950 HOYT AVENUE WEST | SAINT PAUL | MN | 55117 | YES | GENERAL PURPOSE | $500 |
| ROSEVILLE AREA SCHOOLS FOUNDATION | ||||||
| 1910 W COUNTY RD B | ROSEVILLE | MN | 55113 | YES | GENERAL PURPOSE | $1,000 |
| ALLIED ART | ||||||
| 7421 NORTH CLASSEN | OKLAHOMA CITY | OK | 73116 | YES | GENERAL PURPOSE | $1,000 |
| MOMS ON THE RUN | ||||||
| PO BOX 10994 | RENO | NV | 89510 | YES | GENERAL PURPOSE | $700 |
| RAINBOW HEALTH INITIATIVE | ||||||
| 2021 EAST HENNEPIN AVE SUITE 220 | MINNEAPOLIS | MN | 55413 | YES | GENERAL PURPOSE | $2,500 |
| EDGEWOOD COLLEGE | ||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | YES | GENERAL PURPOSE | $10,000 |
| BADGER AQUATICS CLUB | ||||||
| 1109 FOURIER DRIVE | MADISON | WI | 53705 | YES | GENERAL PURPOSE | $375 |
| UNITED WAY DANE | ||||||
| PO BOX 7548 | MADISON | WI | 53707 | YES | GENERAL PURPOSE | $19,788 |
| UW FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | YES | GENERAL PURPOSE | $24,997 |
| AGRACE | ||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | YES | GENERAL PURPOSE | $41,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,653 | 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 | $39,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,882 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $566 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $566 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK | BondNm |
| EOY Book Value | $399,486 | EOYBookValueAmt |
| EOYFMV | $396,530 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK | StockNm |
| EOY Book Value | $613,418 | EOYBookValueAmt |
| EOYFMV | $777,499 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $126 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $6,814 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,814 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MARY ANDERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,089 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |