EMORY T CLARK FAMILY CHARITABLE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EMORY T CLARK FAMILY CHARITABLE (EIN 39-1410324)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-08-15
- IRS object ID
- 201422279349100342
- Schema version
- 2013v3.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T11:23:35-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391410324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMORY T CLARK FAMILY FOUNDATION 000011942400 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMOR | BusinessNameControlTxt |
| Phone | 4147655118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US BANK NA PO BOX 7900 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537077900 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4147655118 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,274,999 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $221,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $678,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,595,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,774 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $899,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $893,058 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,474 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,552 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,922 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,077 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,077 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $17,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,409 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $653,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $246,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,761 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,777,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,007,346 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,203,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,833,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,079,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,274,999 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $850 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,270 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,270 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,833,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,077,837 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,833,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,077,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,833,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,079,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,833,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $246,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,079,593 | SubtotalAmt |
| Other Decreases | $1,756 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,077,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12171.373 INV BALANCE RISK COMM STR Y | 2012-07-11 | 2013-04-15 | $110,273 | $125,000 | -$14,727 | -$14,727 | |
| 7890.223 HIGHLAND LONG SHORT EQUITY Z | 2011-03-03 | 2013-05-06 | $92,158 | $90,027 | $2,131 | $2,131 | |
| 1865.672 NUVEEN REAL ESTATE SECS I | 2012-03-30 | 2013-05-06 | $45,205 | $35,972 | $9,233 | $9,233 | |
| 2436.054 NUVEEN DIVIDEND VALUE FUND CLASS I | 1992-11-30 | 2013-05-06 | $40,122 | $29,726 | $10,396 | $10,396 | |
| 515.145 NUVEEN MID CAP GRWTH OPP FD CL I | 2011-12-16 | 2013-05-06 | $25,067 | $19,399 | $5,668 | $5,668 | |
| 1431.298 T ROWE PRICE GROWTH STOCK #40 | 2005-12-02 | 2013-05-06 | $60,100 | $41,334 | $18,766 | $18,766 | |
| 800. SPDR DJ WILSHIRE INTERNATIONAL | 2011-06-30 | 2013-05-06 | $37,191 | $32,136 | $5,055 | $5,055 | |
| 4139.63444 NUVEEN INFLATION PRO SEC CL I | 2012-04-30 | 2013-06-17 | $47,109 | $41,867 | $5,242 | $5,242 | |
| 12.27756 NUVEEN INFLATION PRO SEC CL I | 2011-11-30 | 2013-06-17 | $140 | $142 | -$2 | -$2 | |
| 197.773 NUVEEN INFLATION PRO SEC CL I | 2013-05-31 | 2013-06-17 | $2,251 | $2,362 | -$111 | -$111 | |
| 28.599 NUVEEN INFLATION PRO SEC CL I | 2012-05-31 | 2013-06-17 | $325 | $340 | -$15 | -$15 | |
| 5847.953 TCW EMERGING MARKETS INCOME FUND | 2012-07-11 | 2013-06-21 | $49,883 | $51,578 | -$1,695 | -$1,695 | |
| 3850.62992 ABERDEEN FDS EMRGN | 2011-06-30 | 2013-06-24 | $52,330 | $57,220 | -$4,890 | -$4,890 | |
| 149.37008 ABERDEEN FDS EMRGN | 2011-06-30 | 2013-06-24 | $2,030 | $2,220 | -$190 | -$190 | |
| 230.732 NUVEEN CORE PLUS BOND I | 2012-12-14 | 2013-08-05 | $2,644 | $2,750 | -$106 | -$106 | |
| 57298.474 NUVEEN CORE PLUS BOND I | 2007-06-27 | 2013-08-05 | $656,641 | $635,400 | $21,241 | $21,241 | |
| 5678.592 NUVEEN DIVIDEND VALUE FUND CLASS I | 1992-11-30 | 2013-08-05 | $99,886 | $69,294 | $30,592 | $30,592 | |
| 100093.796 NUVEEN INTL SELECT FD CL I | 2011-12-29 | 2013-08-05 | $994,932 | $725,436 | $269,496 | $269,496 | |
| 1412.386 NUVEEN INTL SELECT FD CL I | 2012-12-28 | 2013-08-05 | $14,039 | $13,022 | $1,017 | $1,017 | |
| 2200.22 T ROWE PRICE GROWTH STOCK #40 | 2005-12-02 | 2013-08-05 | $100,000 | $63,540 | $36,460 | $36,460 | |
| 1350.495 T ROWE PRICE SM CAP VAL | 2008-12-16 | 2013-08-05 | $63,365 | $31,021 | $32,344 | $32,344 | |
| 2020.799 NUVEEN INFLATION PRO SEC CL I | 2007-09-30 | 2013-11-05 | $22,532 | $19,531 | $3,001 | $3,001 | |
| 1674.49 NUVEEN INFLATION PRO SEC CL I | 2008-09-30 | 2013-11-05 | $18,671 | $15,947 | $2,724 | $2,724 | |
| 19.086 NUVEEN INFLATION PRO SEC CL I | 2013-09-30 | 2013-11-05 | $213 | $212 | $1 | $1 | |
| 732.892 NUVEEN INFLATION PRO SEC CL I | 2009-02-02 | 2013-11-05 | $8,172 | $6,369 | $1,803 | $1,803 | |
| 1.57732 NUVEEN INFLATION PRO SEC CL I | 2011-12-11 | 2013-11-05 | $18 | $18 | |||
| 4043.24268 NUVEEN INFLATION PRO SEC CL I | 2011-12-11 | 2013-11-05 | $45,082 | $40,002 | $5,080 | $5,080 | |
| 18.909 NUVEEN INFLATION PRO SEC CL I | 2013-10-31 | 2013-11-05 | $211 | $212 | -$1 | -$1 | |
| 6201. SPDR DJ WILSHIRE INTERNATIONAL | 2012-01-12 | 2013-11-05 | $265,429 | $245,528 | $19,901 | $19,901 | |
| 32.547 NUVEEN REAL ESTATE SECS I | 2011-09-30 | 2013-11-06 | $711 | $541 | $170 | $170 | |
| 604.88 NUVEEN REAL ESTATE SECS I | 2013-09-30 | 2013-11-06 | $13,217 | $12,602 | $615 | $615 | |
| 11392.383 NUVEEN REAL ESTATE SECS I | 2012-09-28 | 2013-11-06 | $248,924 | $217,026 | $31,898 | $31,898 | |
| 142.473 NUVEEN REAL ESTATE SECS I | 2013-06-28 | 2013-11-06 | $3,113 | $3,176 | -$63 | -$63 | |
| 4871.96153 NUVEEN FUNDS CORE BD FD I | 2012-09-30 | 2013-11-06 | $49,694 | $51,688 | -$1,994 | -$1,994 | |
| 426.04247 NUVEEN FUNDS CORE BD FD I | 2012-01-12 | 2013-11-06 | $4,346 | $4,461 | -$115 | -$115 | |
| 6622.781 NUVEEN FUNDS CORE BD FD I | 2013-10-31 | 2013-11-06 | $67,552 | $69,646 | -$2,094 | -$2,094 | |
| 346.143 NUVEEN FUNDS CORE BD FD I | 2012-10-31 | 2013-11-06 | $3,531 | $3,756 | -$225 | -$225 | |
| 2364.066 TCW EMERGING MARKETS INCOME FUND | 2012-07-11 | 2013-11-08 | $19,929 | $20,768 | -$839 | -$839 | |
| 60.52696 ABERDEEN FDS EMRGN | 2011-06-20 | 2013-11-22 | $902 | $959 | -$57 | -$57 | |
| 5751.467 ABERDEEN FDS EMRGN | 2013-05-06 | 2013-11-22 | $85,697 | $92,927 | -$7,230 | -$7,230 | |
| 3088.84304 ABERDEEN FDS EMRGN | 2011-06-30 | 2013-11-22 | $46,024 | $45,988 | $36 | $36 | |
| CAPITAL GAIN DIVIDENDS | $202,894 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,774 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $565,497 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,938,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $611,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,961,431 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $533,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,920,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $532,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,371,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $510,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,450,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060428 | DistributionYr5Rt |
| Total Distribution | 0.315278 | TotalDistributionRt |
| Average Distribution | 0.063056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,161,016 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $577,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,557 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $586,214 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $612,521 | 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 | $8,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,252 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,305 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147655118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2043 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532019116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| US BANK NA | ||||||
| PO BOX 2043 | MILWAUKEE | WI | 53201 | TRUSTEE | 40 | $38,391 |
| HELEN RUTH LA BADIE | ||||||
| W335 N5421 WEDGEWOOD DR | NASHOTAH | WI | 53058 | TRUSTEE | 1 | $0 |
| MARJORIE J TAKTON | ||||||
| 1505 GREENWAY TERRACE | ELM GROVE | WI | 53202 | TRUSTEE | 1 | $0 |
| LINDA J HANSEN | ||||||
| 4777 HEWITTS POINT RD | OCONOMOWOC | WI | 530663318 | EXECUTIVE DIRECTOR | 40 | $14,083 |
| PATRICK GOEBEL | ||||||
| 411 E WISCONSIN AVE | MILWAUKEE | WI | 532024461 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,039,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,300,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,300,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,161,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $458,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $458,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,557 | TotalTaxAmt |
| Distributable Before Adj | $449,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $612,521 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,557 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $603,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $118,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,080 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $169,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $601,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $449,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $764,914 | 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 | $94,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $670,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,268 | ExcessFromYear4Amt |
| Excess From Year3 | $94,080 | ExcessFromYear3Amt |
| Excess From Year2 | $169,964 | ExcessFromYear2Amt |
| Excess From Year1 | $125,082 | ExcessFromYear1Amt |
| Excess From Current Year | $163,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA HANSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N EXECUTIVE DR STE 363 | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 530056070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4147655118 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE AGENCY AND A BRIEF SUMMARY OF THE PROJECT FOR WHICH FUNDS ARE REQUESTED. INCLUDE EVIDENCE THE ORGANIZATION IS TAX EXEMPT UNDER SEC 501(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO ORGANIZATIONS DESCRIBED IN SEC 501(C)(3) AND NO PRIVATE NONOPERATING FOUNDATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ARCH | ||||||||
| 419 FREDERICK ST | Waukesha | WI | 53186 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| BLESSINGS IN A BACKPACK-WAUKESHA CO | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | |
| GROWING POWER INC | ||||||||
| 5500 W SILVER SPRINGS DR | MILWAUKEE | WI | 53218 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | |
| WAGS SERVICE DOGS | ||||||||
| 1338 DEWEY CT | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,500 | |
| WI EXEC RESIDENCE FDN - GOV MANSION | ||||||||
| 99 CAMBRIDGE RD | MADISON | WI | 53704 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | |
| YMCA METROPOLITAN MILWAUKEE | ||||||||
| 161 W WISCONSIN AVE SUITE 4000 | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| AIDS RESOURCE CENTER OF | ||||||||
| 820 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $30,000 | WISCONSIN |
| BOYS & GIRLS CLUBS OF GREATER MILW | ||||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | MS PEGGY LARSON VP |
| AMERICAN RED CROSS SE WI | ||||||||
| 812 56TH ST | KENOSHA | WI | 53140 | NONE | PUBLIC | SUPPORT OPERATIONS | $10,000 | |
| MEDICAL COLLEGE OF WIS | ||||||||
| PO BOX 26509 | MILWAUKEE | WI | 532260509 | NONE | PUBLIC | SUPPORT OPERATIONS | $50,000 | |
| PREVENT BLINDNESS WIS INC | ||||||||
| 759 N MILWAUKEE ST | MILWAUKEE | WI | 53202 | NONE | PUBLIC | SUPPORT OPERATIONS | $19,712 | |
| AURORA VISITING NURSES ASSOC | ||||||||
| 11333 W NATIONAL AVE | MILWAUKEE | WI | 53227 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| SHEPHERDS MINISTRIES | ||||||||
| 1805 15TH AVE | UNION GROVE | WI | 531821597 | NONE | PUBLIC | SUPPORT OPERATIONS | $40,000 | |
| CHILDREN'S HOSPITAL | ||||||||
| PO BOX 1997 | MILWAUKEE | WI | 532011997 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| UNITED COMMUNITY CENTER | ||||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $30,000 | |
| HUNGER TASK FORCE | ||||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| WHEATON FRANCISCAN HEALTHCARE | ||||||||
| PO BOX 667 | WHEATON | IL | 601870667 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| SHARP LITERACY INC | ||||||||
| 750 N LINCOLN MEMORIAL DR STE 311 | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| JUVENILE DIABETES RESEARCH FDN | ||||||||
| 2825 N MAYFAIR RD STE 9 | WAUWATOSA | WI | 53222 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| FROEDTERT HOSPITAL FOUNDATION | ||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 532263596 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| SCHOOLS THAT CAN MILWAUKEE INC | ||||||||
| 1821 N DR MARTIN LUTHER KING DR | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| CENTRO LEGAL | ||||||||
| 614 W NATIONAL AVE 2ND FL | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| THE WOMEN'S CENTER | ||||||||
| 505 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PUBLIC | SUPPORT | $10,000 | |
| MILWAUKEE HABITAT FOR HUMANITY | ||||||||
| 3726 N BOOTH ST | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| DOWN SYNDROME ASSOC OF WI | ||||||||
| 3211 SOUTH LAKE DR SUITE 113 | ST FRANCIS | WI | 53235 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| OUR NEXT GENERATION | ||||||||
| 3421 W LISBON AVE | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $7,900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,112 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $678,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $899,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $899,574 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. BANK, TAX PREP FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TCW EMERGING MARKETS INCOME FD | AT COST | $101,377 | $97,972 |
| HIGHLAND LONG SHORT | AT COST | $200,261 | $218,484 |
| NUVEEN MID CAP GRWTH | AT COST | $189,751 | $258,896 |
| T ROWE PRICE GRWTH STK #40 | AT COST | $603,326 | $1,088,371 |
| NUVEEN FUNDS CORE BOND FD | AT COST | $2,179,310 | $2,229,180 |
| CHARTWELL SMALL CAP VALUE | AT COST | $66,889 | $72,183 |
| NUVEEN INFL PRO | AT COST | $18 | $18 |
| NUVEEN GLOBAL INFRAS | AT COST | $140,000 | $199,839 |
| GOLDMAN SACHS M/C VAL | AT COST | $97,113 | $205,690 |
| T ROWE PRICE INTL GR&INC FD | AT COST | $563,294 | $615,060 |
| VANGUARD EXPLORER FD | AT COST | $30,573 | $77,411 |
| LOOMIS SAYLES ABS STRAT Y | AT COST | $834,560 | $844,873 |
| PRINCIPAL GI RE SEC | AT COST | $470,382 | $459,041 |
| CAUSEWAY EMERGING MKTS | AT COST | $134,237 | $132,787 |
| NEUBERGER BERMAN LONG SH | AT COST | $188,950 | $200,774 |
| SCOUT INTERNATIONAL | AT COST | $551,696 | $574,027 |
| TFS MKT NEUTRAL | AT COST | $285,747 | $277,167 |
| ABERDEEN FDS EMERGN MKT INSTL | AT COST | $142,214 | $146,121 |
| NUVEEN DIVIDEND VALUE FUND CLA | AT COST | $742,413 | $1,018,924 |
| MAINSTAY FLOATING RATE | AT COST | $485,235 | $486,420 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL | Description |
| Amount | $1,756 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENT & SECRETARIAL SERVCIES | $16,486 | $0 | $16,486 |
| INSURANCE | $350 | $0 | $350 |
| PRINTING | $324 | $0 | $324 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE TAXES WITHHELD | $684 | $1,021 |
| EMPLOYER'S FICA/MEDICARE | $166 | $249 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,812 | $2,812 | $0 |
| EXCISE TAXES PAID | $3,123 | $0 | $0 |