HEYRMAN CONSTRUCTION CO INC FNDTN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HEYRMAN CONSTRUCTION CO INC FNDTN (EIN 39-6615213)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201531839349100203
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T09:49:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | 2015-06-29 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,844 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,770 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,449 | CashBOYAmt |
| Cash EOY | $11,705 | CashEOYAmt |
| Cash EOYFMV | $11,705 | CashEOYFMVAmt |
| Other Investments BOY | $74,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,139 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $80,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,421 | 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 | $80,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10.057 SH GOLDMAN SACHS TR GROWTH OPPORTUN INSTL | P | 2013-05-31 | 2014-12-01 | $337 | $280 | $57 | $57 |
| 1.380 SH VANGUARD INDEX TR 500 ADMIRAL SHAREES | P | 2013-12-02 | 2014-12-08 | $263 | $230 | $33 | $33 |
| 3.766 SH AM FDS EUROPACIFIC GROWTH FD CL F2 | P | 2013-05-31 | 2014-06-02 | $190 | $163 | $27 | $27 |
| 8.161 SH DODGE & COX STOCK FD COM | P | 2013-12-02 | 2014-12-08 | $1,500 | $1,344 | $156 | $156 |
| 19.794 SH PERKINS MID CAP VALUE FUND CL I | P | 2013-12-02 | 2014-12-08 | $500 | $521 | -$21 | -$21 |
| .373 SH PERKINS SMALL CAP VALUE FUND CL I | P | 2013-05-31 | 2014-12-01 | $10 | $9 | $1 | $1 |
| 7.262 SH PERKINS SMALL CAP VALUE FUND CL I | P | 2014-12-08 | $197 | $162 | $35 | $35 | |
| 1.763 SH VANGUARD 500 INDEX FUND SIGNAL | P | 2012-12-03 | 2014-06-02 | $259 | $190 | $69 | $69 |
| 1.532 SH WASATCH ADVISORS FDS INC SMALL CAP GROWTH FD | P | 2013-05-31 | 2014-12-01 | $80 | $72 | $8 | $8 |
| 2.322 SH WASATCH ADVISORS FDS INC SMALL CAP GROWTH FD | P | 2013-05-31 | 2014-12-08 | $122 | $108 | $14 | $14 |
| 9.937 SH GOLDMAN SACHS TR GROWTH OPPORTUN INSTL | P | 2008-05-22 | 2014-12-01 | $333 | $237 | $96 | $96 |
| 2.945 SH VANGUARD INDEX TR 500 ADMIRAL SHARES | P | 2008-05-22 | 2014-12-01 | $560 | $379 | $181 | $181 |
| 6.479 SH VANGUARD INDEX TR 500 ADMIRAL SHARES | P | 2008-05-22 | 2014-12-08 | $1,237 | $834 | $403 | $403 |
| 1.795 SH AM FDS NEW WORLD FD CL F2 | P | 2011-04-25 | 2014-06-02 | $110 | $102 | $8 | $8 |
| 7.217 SH DODGE & COX STOCK FD COM | P | 2008-05-22 | 2014-06-02 | $1,260 | $908 | $352 | $352 |
| 1.256 SH DODGE & COX STOCK FD COM | P | 2008-05-22 | 2014-12-01 | $230 | $158 | $72 | $72 |
| 29.240 SH GOLDMAN SACHS SATELLITE CL I | P | 2011-04-25 | 2014-06-02 | $250 | $244 | $6 | $6 |
| 14.904 SH HARBOR FD CAPITAL APPRECIATION FD | P | 2008-05-22 | 2014-12-01 | $930 | $526 | $404 | $404 |
| 8.008 SH HARBOR FD CAPITAL APPRECIATION FD | P | 2008-05-22 | 2014-12-08 | $500 | $283 | $217 | $217 |
| 11.141 SH PERKINS SMALL CAP VALUE FUND CL I | P | 2010-09-14 | 2014-12-08 | $303 | $243 | $60 | $60 |
| 5.501 SH TEMPLETON INSTITUTIONAL FD FOREIGN EQUITY SERIES | P | 2008-05-22 | 2014-06-02 | $130 | $150 | -$20 | -$20 |
| 5.917 SH VANGUARD 500 INDEX FUND SIGNAL | P | 2008-05-22 | 2014-06-02 | $871 | $629 | $242 | $242 |
| 6.592 SH VANGUARD MORGAN GROWTH ADMIRAL SHS | P | 2014-12-01 | $580 | $372 | $208 | $208 | |
| 5.661 SH VANGUARD MORGAN GROWTH ADMIRAL SHS | P | 2010-09-14 | 2014-12-08 | $500 | $273 | $227 | $227 |
| 7.205 SH WASATCH ADVISORS FDS INC SMALL CAP GROWTH FD | P | 2008-12-18 | 2014-12-08 | $378 | $145 | $233 | $233 |
| CAPITAL GAINS DIVIDENDS | P | $6,200 | $6,200 | $6,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,268 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $112,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,813 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,691 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,592 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,963 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $80,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041278 | DistributionYr5Rt |
| Total Distribution | 0.224051 | TotalDistributionRt |
| Average Distribution | 0.044810 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,525 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $124 | TotalPaymentsAndCreditsAmt |
| Tax Due | $84 | 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 | $119,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $5,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,496 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,496 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4 | 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 | $5,953 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY SERVICE ASSOCIATION | |||||||
| 1930 N 8TH ST | SHEBOYGAN | WI | 53081 | NONE | PC | FINANCIAL MANAGEMENT PROGRAMS | $500 |
| NEW COMMUNITY SHELTER | |||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PC | SHELTER, COUNSELING, & MEALS TO GREEN BAY AREA | $300 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA ST | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| ST JOSEPH'S SCHOOL | |||||||
| 6914 53RD STREET | KENOSHA | WI | 53144 | NONE | PC | PROGRAM SUPPORT | $500 |
| UNITY OF FRIENDS | |||||||
| 909 N RIVERSIDE DRIVE | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $950 |
| 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 |
| THE BOY SCOUTS OF AMERICA | |||||||
| PO BOX 267 | APPLETON | WI | 54912 | NONE | PC | ASSIST YOUTH TO MAKE ETHICAL & MORAL CHOICES | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE STE 100 | HOUSTON | TX | 77054 | NONE | PC | MOBILIZE PEOPLE TO DRIVE RESEARCH FOR A CURE | $250 |
| EAST SHORE INDUSTRIES INC | |||||||
| 813 RABAS ST | ALGOMA | WI | 54201 | NONE | PC | HELP DISABLED TO INDEPENDENCE | $250 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 W MASON ST | GREEN BAY | WI | 54303 | NONE | PC | MALE MENTORING PROGRAM | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,500 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,770 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $73,716 | BookValueAmt |
| EOYFMV | $113,139 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,370 | Amt |
| Net Investment Income | $1,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PY INCOME TAX DUE | $112 | $0 | $0 | $0 |
| CY ESTIMATED PAYMENTS | $124 | $0 | $0 | $0 |