EMORY T CLARK FAMILY CHARITABLE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMORY T CLARK FAMILY CHARITABLE (EIN 39-1410324)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-10
- IRS object ID
- 202620419349101402
- Schema version
- 2024v5.2
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-10T14:01:25-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMOR | BusinessNameControlTxt |
| Phone | 8882657962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64193 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8882657962 | PhoneNum |
| Signature | 2026-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-02-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,482,370 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $284,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,257,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,284 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,459 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $420,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,921 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,434 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,547 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,887 | 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 | $2,046 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,046 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,075 | 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 | $18,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $506,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,829 | CashBOYAmt |
| Cash EOY | $17,790 | CashEOYAmt |
| Cash EOYFMV | $17,790 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $304,393 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $304,393 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,141,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,915,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,160,187 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,324,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,237,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,482,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,324,637 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,237,543 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,324,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,237,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,324,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,237,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,324,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $121 | OtherIncreasesAmt |
| Subtotal | $7,238,714 | SubtotalAmt |
| Other Decreases | $1,171 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,237,543 | 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 |
|---|---|---|---|---|---|---|---|
| 18397.626 BAIRD ULTRA SHORT BOND INSTITUTIONAL | 2022-07-05 | 2024-05-10 | $186,000 | $183,608 | $2,392 | $2,392 | |
| 5232.49 BAIRD AGGREGATE BOND FD INSTL | 2020-02-25 | 2024-05-10 | $50,180 | $61,405 | -$11,225 | -$11,225 | |
| 3231.414 BAIRD AGGREGATE BOND FD INSTL | 2021-02-25 | 2024-05-10 | $30,989 | $36,891 | -$5,902 | -$5,902 | |
| 10890.935 BAIRD AGGREGATE BOND FD INSTL | 2019-07-08 | 2024-05-10 | $104,444 | $120,684 | -$16,240 | -$16,240 | |
| 10870.645 CREDIT SUISSE COMMODITY RETURN | 2024-05-10 | 2024-08-01 | $237,415 | $254,373 | -$16,958 | -$16,958 | |
| 869. INVESCO S P 500 EQUAL WEIGHT ETF | 2024-05-10 | 2024-09-13 | $152,130 | $144,258 | $7,872 | $7,872 | |
| 5763.547 BAIRD ULTRA SHORT BOND INSTITUTIONAL | 2022-07-05 | 2024-11-15 | $58,500 | $57,520 | $980 | $980 | |
| 6000. BAIRD AGGREGATE BOND FD INSTL | 2015-04-06 | 2024-11-15 | $58,440 | $66,203 | -$7,763 | -$7,763 | |
| 1383.816 BARON EMERGING MARKETS INSTITUTIONAL | 2020-01-30 | 2024-11-15 | $20,909 | $20,107 | $802 | $802 | |
| 426. BOSTON TRUST WALDEN SMALL CAP FUND | 2023-05-24 | 2024-11-15 | $8,520 | $6,548 | $1,972 | $1,972 | |
| 949.902 MONDRIAN INTERNATIONAL VALUE EQUITY | 2023-05-24 | 2024-11-15 | $14,600 | $13,175 | $1,425 | $1,425 | |
| 547.637 HARDING LOEVNER INTERNATIONAL EQUITY | 2023-05-24 | 2024-11-15 | $14,567 | $13,713 | $854 | $854 | |
| 56. ISHARES CORE S P SMALL CAP ETF | 2020-11-16 | 2024-11-15 | $6,764 | $5,655 | $1,109 | $1,109 | |
| 1592.148 OBERWEIS INTERNATIONAL OPPS INSTL | 2017-05-16 | 2024-11-15 | $14,584 | $18,453 | -$3,869 | -$3,869 | |
| 117. PRICE T ROWE GROWTH STK FD INC | 2005-12-02 | 2024-11-15 | $12,886 | $3,393 | $9,493 | $9,493 | |
| 818. CONGRESS MID CAP GROWTH INS | 2023-05-24 | 2024-11-15 | $21,530 | $18,969 | $2,561 | $2,561 | |
| 1138. STONE RIDGE HY REINSUR-I | 2023-08-28 | 2024-11-15 | $10,640 | $10,162 | $478 | $478 | |
| 224. VANGUARD EQUITY INCOME ADM | 2022-07-05 | 2024-11-15 | $21,699 | $18,818 | $2,881 | $2,881 | |
| 283. VANGUARD MIDCAP VALUE INDEX ADMIRAL | 2023-05-24 | 2024-11-15 | $24,887 | $18,896 | $5,991 | $5,991 | |
| 113. VANGUARD REAL ESTATE ETF | 2021-06-02 | 2024-11-15 | $10,591 | $11,549 | -$958 | -$958 | |
| 109. VANGUARD 500 INDEX ADMIRAL | 2023-06-09 | 2024-11-15 | $59,133 | $43,366 | $15,767 | $15,767 | |
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P | |||||
| CAPITAL GAIN DIVIDENDS | $137,622 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,744 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,744 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,903 | OverpaymentAmt |
| Applied To ES Tax | $1,903 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8882657962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LIVINGSTON AVE | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
| 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| U S BANK N A | ||||||
| PO BOX 64193 | EAGAN | MN | 55164 | TRUSTEE | 2 | $63,434 |
| WENDY GAHN-ACKLEY | ||||||
| N61 W29181 PARKSIDE PLACE | HARTLAND | WI | 53029 | TRUSTEE | 1 | $0 |
| KATHRYN MULDOON | ||||||
| C/O US BANK PO BOX 64193 | EAGAN | MN | 55164 | TRUSTEE | 1 | $0 |
| JENNELLE TORGERSEN | ||||||
| C/O US BANK PO BOX 64193 | EAGAN | MN | 55164 | EXECUTIVE DIRECTOR | 40 | $13,000 |
| MARTHA HANSEN | ||||||
| 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 | $8,440,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,674,523 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,674,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,544,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,841 | TotalTaxAmt |
| Distributable Before Adj | $422,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $422,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $422,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,317 | 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 | $431,317 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $422,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,443 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,255 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,840 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $431,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $422,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $86,778 | 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 | $35,443 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,255 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $41,142 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $8,938 | 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 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530056070 | ZIPCd |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIFESTRIDERS | |||||||
| S11 W29667 SUMMIT AVE | WAUKESHA | WI | 53188 | NONE | PC | GENERAL OPERATING | $30,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 W WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | GENERAL OPERATING | $35,000 |
| PENFIELD CHILDREN'S CENTER | |||||||
| 833 N 26TH ST | MILWAUKEE | WI | 53233 | NONE | PC | GENERAL OPERATING | $20,000 |
| PROHEALTH CARE FOUNDATION | |||||||
| 725 AMERICAN AVE | WAUKESHA | WI | 53188 | NONE | PC | GENERAL OPERATING | $20,000 |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL OPERATING | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 WATERTOWN PLANK RD | WAUWATOSA | WI | 53226 | NONE | PC | GENERAL OPERATING | $10,000 |
| SHARP LITERACY INC | |||||||
| 750 N LINCOLN MEMORIAL DR STE 311 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $10,000 |
| ABOVE THE CLOUDS INC | |||||||
| PO BOX 16122 | MILWAUKEE | WI | 53216 | NONE | PC | GENERAL OPERATING | $5,000 |
| WALKERS POINT CENTER | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $3,500 |
| SHEPHERDS COLLEGE | |||||||
| 1805 15TH AVE | UNION GROVE | WI | 53182 | NONE | PC | GENERAL OPERATING | $20,000 |
| COLLEGE POSSIBLE | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| CARROLL UNIVERSITY | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $20,000 |
| FAMILY PROMISE OF OZAUKEE | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PC | GENERAL OPERATING | $6,000 |
| DISCOVERY WORLD LTD | |||||||
| 500 NORTH HARBOR DRIVE | Milwaukee | WI | 53202 | NONE | PC | GENERAL OPERATING | $15,000 |
| WISCONSIN ADAPTIVE SPORTS ASSOCIATION | |||||||
| 715 TALON TRL | BROOKFIELD | WI | 53045 | NONE | PC | GENERAL OPERATING | $5,000 |
| EXCEPTIONAL EQUESTRIANS | |||||||
| 1130 ORLANDO DR | DE PERE | WI | 54115 | NONE | PC | GENERAL OPERATING | $15,000 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | NONE | PC | GENERAL OPERATING | $20,000 |
| ALL HANDS BOATWORK | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| ST AUGUSTINE PREPARATORY ACADEMY | |||||||
| 2607 SOUTH 5TH ST | MILWAUKEE | WI | 53207 | NONE | PC | GENERAL OPERATING | $20,000 |
| DOGS IN VESTS | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $3,000 |
| MKE URBAN STABLES | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| JOURNEY21 | |||||||
| 1671 OLD SCHOOL HOUSE RD | OCONOMOWOC | WI | 53066 | NONE | PC | GENERAL OPERATING | $30,000 |
| JUNIOR ACHIEVEMENT OF WIS | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | GENERAL OPERATING | $7,500 |
| CITY ON A HILL | |||||||
| 411 E WISCONSIN AVE 2400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING | $5,000 |
| CHIX 4 A CAUSE LTD | |||||||
| PO BOX 871 | WEST BEND | WI | 53095 | NONE | PC | GENERAL OPERATING | $5,000 |
| ZACHARIAH'S ACRES | |||||||
| 16575 PATRICIA LANE | BROOKFIELD | WI | 53005 | NONE | PC | GENERAL OPERATING | $30,000 |
| FOOD FOR HEALTH | |||||||
| 2007 N DR MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,771 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $310 |
| FEDERAL TAX REFUND | 1 | $6,149 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $420,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,514 | 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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287804 ISHARES CORE S P SMA | AT COST | $113,057 | $145,248 |
| 674375704 OBERWIES INTERNATION | |||
| 31420B300 FEDERATED HERMES INS | AT COST | $184,628 | $165,514 |
| 74254V273 PRINCIPAL GL R E SEC | |||
| 741479109 PRICE T ROWE GROWTH | |||
| 412295107 HARDING LOEVNER INTE | AT COST | $273,691 | $319,009 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $333,103 | $457,229 |
| 06828M876 BARON EMERGING MARKE | AT COST | $171,728 | $225,408 |
| 258620822 DOUBLELINE SHILLER E | |||
| 46434G103 ISHARES CORE MSCI EM | AT COST | $277,730 | $297,645 |
| 72369L107 PIONEER ILS INTERVAL | |||
| 921937694 VANGUARD MIDCAP VALU | AT COST | $358,863 | $580,532 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $774,526 | $1,496,551 |
| 74316J458 CONGRESS MID CAP GRO | AT COST | $345,375 | $410,097 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $784,516 | $718,857 |
| 74440B884 PGIM TOTAL RETURN BO | AT COST | $1,082,559 | $877,414 |
| 36381Y108 MONDRIAN INTERNATION | AT COST | $143,237 | $166,566 |
| 101156602 BOSTON TRUST WALDEN | AT COST | $142,748 | $181,338 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $284,738 | $251,158 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $462,380 | $496,345 |
| 56064L298 MAINSTAY CBRE GLOBAL | |||
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $143,792 | $145,665 |
| 04314H568 ARTISAN HIGH INCOME | AT COST | $160,000 | $161,788 |
| 674375795 OBERWEIS INTERNATION | AT COST | $156,145 | $153,881 |
| 861728400 STONE RIDGE HY REINS | AT COST | $249,657 | $246,582 |
| 464287226 ISHARES CORE U.S. AG | AT COST | $391,852 | $386,777 |
| 741479406 PRICE T ROWE GROWTH | AT COST | $81,035 | $276,583 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TIMING ADJUSTMENT | Desc |
| Amt | $1,171 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARIAL SERVICES | Desc |
| Revenue And Expenses Per Books | $18,384 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,384 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $310 | $310 |
| FEDERAL TAX REFUND | $6,149 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $106 |
| NUVEEN DISTRIBUTION | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,489 | $3,489 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,982 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,637 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,586 | $1,586 | $0 |