SHOMOS FAMILY FOUNDATION LTD: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHOMOS FAMILY FOUNDATION LTD (EIN 39-1622902)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-26
- IRS object ID
- 201210869349100101
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-26T07:26:32-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391128206 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 NORTH WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391622902 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOMOS FAMILY FOUNDATION LTD | BusinessNameLine1 |
| Business Name Line2 | C/O J BERNSTEIN GODFREY & KAHN SC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHOM | NameControl |
| Phone | 4142733500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 N WATER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M BERNSTEIN | Name |
| Title | VICE PRES/SECRETARY | Title |
| Phone | 4142733500 | Phone |
| Date Signed | 2012-03-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JED A ROHER | Name |
| PTIN | P00719048 | PTIN |
| Phone | 4142733500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 800639 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3395 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3395 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7634 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7634 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5148 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 226994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5148 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 16177 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16177 | 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 |
| Other Prof Fees Rev And Expnss | 13417 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6696 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6721 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2121 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15538 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6696 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6721 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 88338 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6696 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79521 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -72161 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9481 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5903 | CashBOY |
| Cash EOY | 5261 | CashEOY |
| Cash EOYFMV | 5261 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 64229 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 62539 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 62539 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 791 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 512873 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 448618 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 631411 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 103461 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 98758 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 100500 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 8 | OtherAssetsBOY |
| Other Assets EOY | 928 | OtherAssetsEOY |
| Other Assets EOYFMV | 928 | OtherAssetsEOYFMV |
| Total Assets BOY | 687265 | TotalAssetsBOY |
| Total Assets EOY | 616104 | TotalAssetsEOY |
| Total Assets EOYFMV | 800639 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 687265 | RetainedEarningsBOY |
| Retained Earnings EOY | 616104 | RetainedEarningsEOY |
| Total Net Assets BOY | 687265 | TotalNetAssetsBOY |
| Total Net Assets EOY | 616104 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 687265 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 616104 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 687265 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -72161 | ExcessOfRevenueOverExpenses |
| Other Increases | 1000 | OtherIncreases |
| Subtotal | 616104 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 616104 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 226994 | GrossSalesPrice |
| Cost Or Other Basis | 221846 | CostOrOtherBasis |
| Gain Or Loss | 5148 | GainOrLoss |
| Gains Minus Excess Or Losses | 5148 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5148 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 92150 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 853379 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107983 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26624 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 787568 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033805 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4072 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 311335 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.013079 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7088 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 60007 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.118120 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 13982 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 58319 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.239750 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.512737 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102547 | AverageDistributionRatio |
| Net Noncharitable Assets | 867184 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 88927 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 95 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 89022 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79521 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 190 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 190 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 190 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1400 | TotalCreditsAndPayments |
| Overpayment | 1210 | Overpayment |
| Amount Credited To Next Year | 1210 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 Person Name | GODFREY KAHN SC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4142733500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 N WATER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J GARDNER GOVAN | ||||||||
| 780 N WATER ST | MILWAUKEE | WI | 53202 | TREASURER/DIRECTOR | 0.25 | 0 | 0 | 0 |
| JOSEPH M BERNSTEIN | ||||||||
| 780 N WATER ST | MILWAUKEE | WI | 53202 | VICE PRES/SECRETARY/DIRECTOR | 0.25 | 0 | 0 | 0 |
| AUDREY T SHOMOS | ||||||||
| 134 GROVE ST | EVANSVILLE | WI | 53536 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| MONICA J SHOMOS | ||||||||
| 13101 OLD BALDY TRL | AUSTIN | TX | 78737 | VICE PRESIDENT | 0.25 | 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 | 802832 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 77558 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 880390 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 880390 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13206 | CashDeemedCharitable |
| Net Noncharitable Assets | 867184 | NetNoncharitableAssets |
| Minimum Investment Return | 43359 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 43359 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 190 | TaxBasedOnInvestmentIncome |
| Total Tax | 190 | TotalTax |
| Distributable Amount Before Adj | 43169 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 1000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44169 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44169 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79521 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79521 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79521 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44169 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 11136 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4114 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 50858 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 66108 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79521 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 44169 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 35352 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 101460 | 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 | 11136 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 90324 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4114 | ExcessFromYear4 |
| Excess From Year1 | 50858 | ExcessFromYear1 |
| Excess From Current Year | 35352 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (70 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE INC | ||||||
| 5395 E CHERYL PKWY | MADISON | WI | 53711 | PUBLIC CHARITY | CHARITABLE | $250 |
| AIDS NETWORK | ||||||
| 600 WILLIAMSON ST STE H | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $250 |
| ALL SEASON FOR CARING FAMILIES | ||||||
| PO BOX 50066 | AUSTIN | TX | 78763 | PUBLIC CHARITY | CHARITABLE | $500 |
| ALS ASSOCIATION | ||||||
| 1275 K ST NW STE 1050 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | CHARITABLE | $500 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 517 N SEGOE STE 301 | MADISON | WI | 53705 | PUBLIC CHARITY | CHARITABLE | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AMERICAN RED CROSS OF SOUTH CENTRAL WI | ||||||
| 211 N PARKER DR | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $250 |
| ASHOKAN FOUNDATION INC | ||||||
| 477 BEAVERKILL RD | OLIVEBRIDGE | NY | 12461 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| AUSTIN CHILDREN'S SHELTER | ||||||
| 4800 MANOR RD | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN DISASTER RELIEF NETWORK | ||||||
| PO BOX 3817 | CEDAR PARK | TX | 78630 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| AUSTIN DOG ALLIANCE | ||||||
| 12129 RR 620 N STE 491 | AUSTIN | TX | 78750 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN FRIENDS OF TRADITIONAL MUSIC | ||||||
| PO BOX 49608 | AUSTIN | TX | 78765 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUSTIN HUMANE SOCIETY | ||||||
| 124 ANDERSON LN | AUSTIN | TX | 78752 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUSTIN INDEPENDENT SCHOOL DISTRICT | ||||||
| 1111 W 6TH ST | AUSTIN | TX | 78703 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN PARKS FOUNDATION | ||||||
| 816 CONGRESS AVE STE 1680 | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $500 |
| AUSTIN PETS ALIVE | ||||||
| PO BOX 6247 | AUSTIN | TX | 78762 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUSTIN ZOO | ||||||
| 10807 RAWHIDE TRL | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AWARE IN EVANSVILLE COMMUNITY ACTION INC | ||||||
| PO BOX 4 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| BOYS & GIRLS CLUB OF JANESVILLE | ||||||
| 200 W COURT ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $250 |
| CAPITAL AREA FOOD BANK OF TEXAS | ||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CARITAS OF AUSTIN | ||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | PUBLIC CHARITY | CHARITABLE | $250 |
| CLEARWATER CAMP FOUNDATION | ||||||
| PO BOX 152 | MINOCQUA | WI | 54548 | PUBLIC CHARITY | CHARITABLE | $100 |
| CREEKSIDE PLACE INC | ||||||
| PO BOX 15 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| DANE COUNTY HUMANE SOCIETY | ||||||
| 5132 VOGES RD | MADISON | WI | 53718 | PUBLIC CHARITY | CHARITABLE | $500 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 17 S LAPATERA LN | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| EAGER FREE PUBLIC LIBRARY | ||||||
| 39 W MAIN ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| EMANCIPET | ||||||
| 7201 LAVENDER LOOP BLDG 1 | AUSTIN | TX | 78702 | PUBLIC CHARITY | CHARITABLE | $250 |
| EMPTY STOCKING CLUB | ||||||
| PO BOX 8056 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $100 |
| EVANSVILLE COMMUNITY PARTNERSHIP | ||||||
| PO BOX 321 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $500 |
| EVANSVILLE ECUMENICAL CARE CLOSET | ||||||
| 206 S MADISON ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| EVANSVILLE FUND | ||||||
| 26 S JACKSON ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $500 |
| EVANSVILLE GROVE SOCIETY | ||||||
| PO BOX 234 | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $250 |
| EVANSVILLE HIGH SCHOOL FINE ARTS | ||||||
| 640 S 5TH ST | EVANSVILLE | WI | 53536 | PUBLIC CHARITY | CHARITABLE | $250 |
| EVERYONE COOPERATING TO HELP OTHERS INC | ||||||
| 65 S HIGH ST | JANESVILLE | WI | 53548 | PUBLIC CHARITY | CHARITABLE | $500 |
| FAMILY ELDERCARE | ||||||
| 2210 HANCOCK DR | AUSTIN | TX | 78756 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRENCH BULLDOG RESCUE NETWORK | ||||||
| PO BOX 4764 | GLEN ALLEN | VA | 23058 | PUBLIC CHARITY | CHARITABLE | $250 |
| FRIENDS OF THE LOST PINES | ||||||
| PO BOX 1714 | BASTROP | TX | 78602 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HEALTHNET OF ROCK COUNTY INC | ||||||
| 23 W MILWAUKEE ST STE 208 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $250 |
| INDEPENDENT DISABILITY SERVICES | ||||||
| 2100 E MILWAUKEE ST L14 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $250 |
| JANESVILLE LITERACY COUNCIL | ||||||
| 205 N MAIN ST STE 102 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $250 |
| KANDU INDUSTRIES INC | ||||||
| 1741 ADEL ST | JANESVILLE | WI | 53546 | PUBLIC CHARITY | CHARITABLE | $250 |
| KEEP WISCONSIN WARM FUND | ||||||
| PO BOX 68 | MADISON | WI | 53701 | PUBLIC CHARITY | CHARITABLE | $500 |
| MOBILE LOAVES & FISHES | ||||||
| 903 S CAPITAL OF TEXAS | AUSTIN | TX | 78746 | PUBLIC CHARITY | CHARITABLE | $250 |
| MULTIPLE SCLEROSIS FUND | ||||||
| 1120 JAMES DR STE A | HARTLAND | WI | 53029 | PUBLIC CHARITY | CHARITABLE | $250 |
| NATURE CONSERVANCY | ||||||
| PO BOX 6015 | ALBERT LEA | MN | 56007 | PUBLIC CHARITY | CHARITABLE | $500 |
| NOAH'S WISH | ||||||
| PO BOX 4288 | EL DORADO HILLS | CA | 95762 | PUBLIC CHARITY | CHARITABLE | $250 |
| ONE HOUSE AT A TIME | ||||||
| 6404 WILBUR DR | AUSTIN | TX | 78757 | PUBLIC CHARITY | CHARITABLE | $500 |
| OPERATION HOMEFRONT | ||||||
| 8930 FOURWINDS DR STE 340 | SAN ANTONIO | TX | 78239 | PUBLIC CHARITY | CHARITABLE | $500 |
| PAWS OF AUSTIN | ||||||
| 7202 S BROOK | AUSTIN | TX | 78736 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PORCHLIGHT | ||||||
| 306 N BROOKS ST | MADISON | WI | 53715 | PUBLIC CHARITY | CHARITABLE | $500 |
| RESEARCH EDUCATION ACTION & POLICY ON FOOD GROUP | ||||||
| 306 E WILSON ST 2E | MADISON | WI | 53703 | PUBLIC CHARITY | CHARITABLE | $100 |
| ROCK COUNTY HABITAT FOR HUMANITY | ||||||
| PO BOX 8204 | JANESVILLE | WI | 53547 | PUBLIC CHARITY | CHARITABLE | $250 |
| ROCK COUNTY HUMANE SOCIETY | ||||||
| PO BOX 186 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $500 |
| SALVATION ARMY-JANESVILLE SOCIAL SERVICES | ||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $500 |
| SECOND HARVEST FOODBANK OF SOUTHERN WI | ||||||
| PO BOX 8983 | MADISON | WI | 53708 | PUBLIC CHARITY | CHARITABLE | $500 |
| SJOGREN'S SYNDROME FOUNDATION INC | ||||||
| 6707 DEMOCRACY BLVD STE 325 | BETHESDA | MD | 20817 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SPECIAL OLYMPICS WISCONSIN INC | ||||||
| PO BOX 7638 | MADISON | WI | 53707 | PUBLIC CHARITY | CHARITABLE | $250 |
| SUSTAINABLE FOOD CENTER | ||||||
| 1106 CLAYTON LN STE 480W | AUSTIN | TX | 78723 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE BURKE CENTER FOR YOUTH | ||||||
| PO BOX 40 | DRIFTWOOD | TX | 78619 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE EMILY ANN THEATER | ||||||
| PO BOX 801 | WIMBERLY | TX | 78676 | PUBLIC CHARITY | CHARITABLE | $250 |
| THERAPY PET PALS OF TEXAS | ||||||
| 3930 BEE CAVE ROAD SUITE C | AUSTIN | TX | 78746 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| TREE FOLKS INC | ||||||
| PO BOX 704 | AUSTIN | TX | 78767 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| UNICEF | ||||||
| PO BOX 27780 | NEWARK | NJ | 07101 | PUBLIC CHARITY | CHARITABLE | $250 |
| UNITED WAY ROCK COUNTY | ||||||
| 205 N MAIN ST STE 101 | JANESVILLE | WI | 53545 | PUBLIC CHARITY | CHARITABLE | $500 |
| VSA WISCONSIN | ||||||
| 1709 ABERG AVE STE 1 | MADISON | WI | 53704 | PUBLIC CHARITY | CHARITABLE | $250 |
| WAG WIMBERLEY ADOPTION GROUP & RESCUE | ||||||
| PO BOX 2603 | WIMBERLY | TX | 78676 | PUBLIC CHARITY | CHARITABLE | $500 |
| WISCONSIN BADGER CAMP | ||||||
| PO BOX 723 | PLATTEVILLE | WI | 53818 | PUBLIC CHARITY | CHARITABLE | $250 |
| WISCONSIN HISTORICAL FOUNDATION | ||||||
| PO BOX 260050 | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE | $500 |
| WISCONSIN PUBLIC RADIO | ||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WISCONSIN PUBLIC TELEVISION | ||||||
| 821 UNIVERSITY AVE | MADISON | WI | 53706 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,395 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,634 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,148 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,177 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16177 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | PROVIDENT TRUST CO - CORP BOND HOLDINGS | NameOfBond |
| EOY Book Value | 98758 | EOYBookValue |
| EOYFMV | 100500 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PROVIDENT TRUST CO - EQUITY HOLDINGS | NameOfStock |
| EOY Book Value | 448618 | EOYBookValue |
| EOYFMV | 631411 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INTEREST/DIVIDEND RECEIVABLE | 8 | 821 | 821 |
| PURCHASED INTEREST | 107 | 107 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERY OF AMOUNT TREATED AS PRIOR YEAR DISTRIBUTION | Description |
| Amount | $1,000 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX RETURN PREPARATION & ACCOUNTING FEES | $6,721 | 0 | 6721 |
| INVESTMENT FEES - PROVIDENT TRUST CO | $6,696 | 6696 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 FORM 990-PF TAX BALANCE DUE | $721 | 0 | 0 |
| 2011 FORM 990-PF TAX ESTIMATES | $1,400 | 0 | 0 |