FOLEY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOLEY FAMILY FOUNDATION (EIN 39-6551865)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-14
- IRS object ID
- 201441959349100114
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-14T13:19:17-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396551865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O STEPHEN M FISHER & ASSOCIATES LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN M FISHER | InCareOfNm |
| Business Name Control | FOLE | BusinessNameControlTxt |
| Phone | 4143599066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M FISHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4143599066 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen M Fisher | PreparerPersonNm |
| Phone | 4143599066 | PhoneNum |
| 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 | $3,776,262 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,650 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,650 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,078,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,559 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $183,578 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$4,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,920 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$4,920 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $399,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,313 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $226,332 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $9,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,771 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $32,771 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,183 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,183 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $2,183 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | -$7,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $99 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,925 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $44,053 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $44,053 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,260 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $182,279 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,897 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,623 | AcctRcvblAmt |
| Acct Rcvbl BOY | $102,721 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,623 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,623 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $848,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $880,294 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,126,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $219,497 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $64,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,370 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,169,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,190,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,343,475 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,458,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,377,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,776,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,458,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,377,180 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,458,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,377,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,458,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,377,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,458,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,499 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,377,180 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,377,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,559 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $183,578 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,000,253 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $423,664 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,220,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100374 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $377,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,206,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089801 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $480,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,982,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120522 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $545,735 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,314,249 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102693 | DistributionYr5Rt |
| Total Distribution | 0.519169 | TotalDistributionRt |
| Average Distribution | 0.103834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,628,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $376,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,553 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $380,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $443,925 | 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 | $3,553 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,553 | SubtotalAmt |
| Tax Based On Investment Income | $3,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,366 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,366 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,813 | OverpaymentAmt |
| Applied To ES Tax | $4,813 | AppliedToESTaxAmt |
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 | STEPHEN M FISHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143599066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M FISHER | ||||||||
| 7132 HILLCREST DRIVE | MILWAUKEE | WI | 53213 | TRUSTEE | 0 | $36,000 | $0 | $0 |
| WENDY R BOSWORTH | ||||||||
| 3053 N SUMMIT AVENUE | MILWAUKEE | WI | 53211 | TRUSTEE | 0 | $0 | $0 | $0 |
| 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 | $3,285,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $152,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,683,733 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,683,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,628,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,553 | TotalTaxAmt |
| Distributable Before Adj | $177,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $177,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $177,871 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,925 | 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 | $443,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,553 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $281,499 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $172,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $218,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $225,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,179,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $177,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,445,611 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $281,499 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,164,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,037 | ExcessFromYear4Amt |
| Excess From Year3 | $172,763 | ExcessFromYear3Amt |
| Excess From Year2 | $218,862 | ExcessFromYear2Amt |
| Excess From Year1 | $225,396 | ExcessFromYear1Amt |
| Excess From Current Year | $266,054 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHWESTERN UNIVERISTY | |||||||
| 2020 RIDGE AVENUE 3RD FLOOR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GRANT FOR THE FOLEY CENTER FOR THE STUDY OF LIVES AT NORTHWESTERN UNIVERSITY | $337,500 |
| UNITED WAY OF GREATER MILWAUKEE | |||||||
| 225 W VINE STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GRANT TO EARLY CHILDHOOD EDUCATIONAL PROGRAMS. | $50,000 |
| LEGAL AID SOCIETY OF MILWAUKEE | |||||||
| 521 NORTH 8TH STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| PLANNING COUNCIL FOR HEALTH & HUMAN SERVICES | |||||||
| 1234 N 10TH STREET | MILWAUKEE | WI | 53205 | NONE | PC | GRANT FOR PLANNING INITIATIVE IN THE AREAS OF HEALTH CARE AND EDUCATION. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,650 | 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 | $351,639 | 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 | $399,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,313 | TotalIncomeProducingActyAmt |
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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| STEPHEN M FISHER |
| TIME DEVOTED TO POSITION: AS REQUIRED BUT LESS THAN FULL TIME. |
| WENDY R BOSWORTH |
| TIME DEVOTED TO POSITION: AS REQUIRED BUT LESS THAN FULL TIME. |