DAVID & MARY ANDERSON FAMILY: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & MARY ANDERSON FAMILY (EIN 45-1844915)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201341269349100219
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T11:14:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537050946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451844915 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY ANDERSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 6088365550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ANDERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 6088365550 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEVERLY A KLUMPH | Name |
| PTIN | P00024017 | PTIN |
| Phone | 6088332612 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1232311 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 24658 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24658 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21112 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 247191 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 87514 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 545770 | TotalRevenueAndExpenses |
| Total Net Investment Income | 112172 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5814 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4795 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4785 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12709 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4785 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63709 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 64500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76418 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4785 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 64500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 469352 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 107387 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24540 | CashBOY |
| Cash EOY | 18383 | CashEOY |
| Cash EOYFMV | 18383 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17923 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 75771 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 75771 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 412299 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 719960 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 773587 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 250000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 360000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 364570 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 704762 | TotalAssetsBOY |
| Total Assets EOY | 1174114 | TotalAssetsEOY |
| Total Assets EOYFMV | 1232311 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 704762 | CapitalStockBOY |
| Capital Stock EOY | 1174114 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 704762 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1174114 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 704762 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1174114 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 704762 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 469352 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1174114 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1174114 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | D | 2004-09-13 | 2012-07-20 | 11862 | 5925 | 5937 | 5937 |
| AMAZON COM INC | D | 2010-07-23 | 2012-12-11 | 29139 | 14291 | 14848 | 14848 |
| APPLE INC | D | 2008-08-09 | 2012-10-09 | 15894 | 4353 | 11541 | 11541 |
| GOOGLE INC | D | 2010-05-12 | 2012-12-11 | 47966 | 37427 | 10539 | 10539 |
| ISHARES RUSSELL 3000 INDEX FUND | D | 2010-05-18 | 2012-12-11 | 33999 | 27555 | 6444 | 6444 |
| ISHARES RUSSELL 2000 INDEX ETF | D | 2009-05-11 | 2012-10-09 | 69660 | 48957 | 20703 | 20703 |
| MGE ENERGY INC | D | 2006-03-08 | 2012-07-20 | 35460 | 21169 | 14291 | 14291 |
| CAPITAL GAINS DIVIDENDS | P | 3211 | 3211 | 3211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 87514 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 266750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 345669 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.771692 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.771692 | TotalDistributionRatio |
| Average Distribution Ratio | 0.771692 | AverageDistributionRatio |
| Net Noncharitable Assets | 951585 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 734331 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1074 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 735405 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 64500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2148 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2148 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2148 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Tax Due | 155 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6088365550 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARY ANDERSON | ||||||||
| 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| DAVID R ANDERSON | ||||||||
| 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| SARAH CAFLISCH | ||||||||
| 2211 FOLWELL AVENUE | FALCON HEIGHTS | MN | 55108 | TREASURER | 1.00 | 0 | 0 | 0 |
| KRISTINE MOSES | ||||||||
| 285 GRAMERCY LN | RENO | NV | 89509 | SECRETARY | 1.00 | 0 | 0 | 0 |
| DAVID K ANDERSON | ||||||||
| 4917 WOODBURN DRIVE | MADISON | WI | 53711 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| MATHEW 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 943990 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22086 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 966076 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 966076 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14491 | CashDeemedCharitable |
| Net Noncharitable Assets | 951585 | NetNoncharitableAssets |
| Minimum Investment Return | 47579 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47579 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2148 | TaxBasedOnInvestmentIncome |
| Total Tax | 2148 | TotalTax |
| Distributable Amount Before Adj | 45431 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45431 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45431 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 64500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 64500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 64500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45431 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 258158 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 258158 | TotalExcessDistriCarryover |
| Qualifying Distributions | 64500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45431 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 19069 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 277227 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 277227 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 258158 | ExcessFromYear1 |
| Excess From Current Year | 19069 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | ||||||
| 2450 ATWOOD AVE | MADISON | WI | 53704 | YES | GENERAL PURPOSE | $2,200 |
| EMPTY STOCKING | ||||||
| PO BOX 8056 | MADISON | WI | 53708 | YES | GENERAL PURPOSE | $250 |
| MIDDLETON OUTREACH MINISTRIES | ||||||
| 7432 HUBBARD AVENUE | MIDDLETON | WI | 53562 | YES | GENERAL PURPOSE | $1,000 |
| ST BERNARD PARISH | ||||||
| 2450 ATWOOD AVE | MADISON | WI | 53704 | YES | GENERAL PURPOSE | $2,982 |
| THE KIDS FUND | ||||||
| PO BOX 8060 | MADISON | WI | 53708 | YES | GENERAL PURPOSE | $250 |
| UW FOUNDATION | ||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | YES | GENERAL PURPOSE | $13,193 |
| MOMS ON THE RUN | ||||||
| PO BOX 10994 | RENO | NV | 89510 | YES | GENERAL PURPOSE | $1,200 |
| FOUNDATION FOR MADISON'S PUBLIC SCHOOLS | ||||||
| 455 SCIENCE DRIVE SUITE 130 | MADISON | WI | 53711 | YES | GENERAL PURPOSE | $2,500 |
| NATIONAL MS SOCIETY | ||||||
| 1120 JAMES DRIVE STE A | HARTLAND | WI | 53029 | YES | GENERAL PURPOSE | $100 |
| RAINBOW HEALTH INITIATIVE | ||||||
| 3249 HENNEPIN AVE SUITE 45 | MINNEAPOLIS | MN | 55408 | YES | GENERAL PURPOSE | $5,000 |
| COFFEE HOUSE PRESS | ||||||
| 79 THIRTEENTH AVENUE NE SUITE 110 | MINNEAPOLIS | MN | 55413 | YES | GENERAL PURPOSE | $2,000 |
| CHILDREN'S HOSPITAL OF ILLINOIS | ||||||
| 4541 NORTH PROSPECT AVENUE | PEORIA HEIGHTS | IL | 61616 | YES | GENERAL PURPOSE | $100 |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | ||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | YES | GENERAL PURPOSE | $1,000 |
| OKLAHOMA ZOOLOGICAL SOCIETY | ||||||
| PO BOX 18424 | OKLAHOMA CITY | OK | 73154 | YES | GENERAL PURPOSE | $2,500 |
| SISTERS OF CAMELOT | ||||||
| 2701 36TH AVE S SUITE A | MINNEAPOLIS | MN | 55406 | YES | GENERAL PURPOSE | $3,000 |
| SHELLEY GLOVER SPORTS EDUCATION FOUNDATION | ||||||
| PO BOX 5036 | MADISON | WI | 53705 | YES | GENERAL PURPOSE | $1,750 |
| DANE COUNTY HUMANE SOCIETY | ||||||
| 5132 VOGES ROAD | MADISON | WI | 53718 | YES | GENERAL PURPOSE | $750 |
| FREEDOM FROM RELIGION FOUNDATION | ||||||
| PO BOX 750 | MADISON | WI | 53701 | YES | GENERAL PURPOSE | $2,000 |
| MIDDLETON COMMUNITY POLICE PARTNERSHIP INC | ||||||
| 7341 DONNA DRIVE | MIDDLETON | WI | 53562 | YES | GENERAL PURPOSE | $25 |
| ST JOSEPH PARISH | ||||||
| 304 EAST ST | BARABOO | WI | 53913 | YES | GENERAL PURPOSE | $500 |
| GIO'S GARDEN | ||||||
| 2028 PARMENTER STREET | MIDDLETON | WI | 53562 | YES | GENERAL PURPOSE | $3,800 |
| POSITIVE TOMORROWS | ||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | YES | GENERAL PURPOSE | $2,500 |
| THE FRIENDS OF PHEASANT BRANCH CONSERVANCY | ||||||
| PO BOX 628242 | MIDDLETON | WI | 53562 | YES | GENERAL PURPOSE | $140 |
| UNITED WAY OF DANE COUNTY | ||||||
| PO BOX 7548 | MADISON | WI | 53707 | YES | GENERAL PURPOSE | $15,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 64500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,658 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $21,112 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $45,770 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 45770 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVID MARY ANDERSON | 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | 494619 | X | X |
| 2 | DAVID MARY ANDERSON | 2525 MIDDLETON BEACH ROAD | MIDDLETON | WI | 53562 | 5381 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 400 SHARES OF AMZN, 200 SHARES OF AAPL, 200 SHARES OF GOOG, 2,100 SHARES OF IWV, 100 SHARES OF IWM | NoncashPropertyDescription |
| Fair Market Value | 494619 | FairMarketValue |
| Date Received | 2012-06-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | US BANK | NameOfBond |
| EOY Book Value | 360000 | EOYBookValue |
| EOYFMV | 364570 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | US BANK | NameOfStock |
| EOY Book Value | 719960 | EOYBookValue |
| EOYFMV | 773587 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 10 | 0 | 0 |
| BANK AGENCY FEES | 4785 | 4785 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID MARY ANDERSON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MIDDLETON BEACH ROAD | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $5,814 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |