SHOCKLEY FOUNDTION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHOCKLEY FOUNDTION (EIN 39-6764154)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349101721
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T12:43:20-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | 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 | 396764154 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOCKLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHOC | NameControl |
| Phone | 6087709440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 EAGLE ESTATES DRIVE | AddressLine1 |
| City | DEBARY | City |
| State | FL | State |
| ZIP Code | 32713 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SHOCKLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 6087709440 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM BUTLER | Name |
| PTIN | P00201951 | PTIN |
| Phone | 6082741980 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 528948 | 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 | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7113 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 48887 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 429100 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 48887 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 56006 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56006 | 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 | 1185 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5638 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5638 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 940 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7763 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5638 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 123460 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 123460 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 131223 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5638 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 123460 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -75217 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50368 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 36448 | CashBOY |
| Cash EOY | 22888 | CashEOY |
| Cash EOYFMV | 22888 | CashEOYFMV |
| Investments Corp Stock BOY | 554573 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 492916 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 506060 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 591021 | TotalAssetsBOY |
| Total Assets EOY | 515804 | TotalAssetsEOY |
| Total Assets EOYFMV | 528948 | 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 | 591021 | RetainedEarningsBOY |
| Retained Earnings EOY | 515804 | RetainedEarningsEOY |
| Total Net Assets BOY | 591021 | TotalNetAssetsBOY |
| Total Net Assets EOY | 515804 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 591021 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 515804 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 591021 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -75217 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 515804 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 515804 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | 2010-06-01 | 2011-12-29 | 53 | 53 | 53 | |
| TEREX CORP NEW | P | 2010-10-12 | 2011-01-05 | 15089 | 2926 | 2926 | 12163 |
| TEREX CORP NEW | P | 2010-12-14 | 2011-01-05 | 15089 | 1260 | 1260 | 13829 |
| MARKET VECTORS GLOBAL ALTERNATIVE ENERGY E | P | 2010-03-23 | 2011-01-24 | 8311 | -692 | -692 | 9003 |
| ISHARES TR RUSSELL MIDCAP VALUE INDEX | P | 2010-02-23 | 2011-01-25 | 18207 | 3224 | 3224 | 14983 |
| HOME DEPOT INC | P | 2010-11-04 | 2011-01-31 | 18289 | 2330 | 2330 | 15959 |
| EMC CORP-MASS | P | 2009-10-06 | 2011-04-04 | 12999 | 4235 | 4235 | 8764 |
| EMC CORP-MASS | P | 2010-11-08 | 2011-04-04 | 12999 | 1980 | 1980 | 11019 |
| INTEL CORP | P | 2009-12-23 | 2011-04-04 | 19349 | -790 | -790 | 20139 |
| AQUA AMERICA INC | P | 2009-03-30 | 2011-04-04 | 13757 | 1914 | 1914 | 11843 |
| NORTHERN TRUST CORP | P | 2010-12-02 | 2011-04-19 | 24644 | -1615 | -1615 | 26259 |
| CORNING INC | P | 2010-04-26 | 2011-05-02 | 20749 | -210 | -210 | 20959 |
| MWI VETERINARY SUPPLY INC | P | 2011-01-05 | 2011-06-10 | 32053 | 5777 | 5777 | 26276 |
| TEXAS INSTRUMENTS INCORPORATED | P | 2009-11-11 | 2011-06-10 | 32099 | 6790 | 6790 | 25309 |
| PARKER HANNIFIN CORP | P | 2010-01-19 | 2011-06-16 | 34031 | 9368 | 9368 | 24663 |
| VMWARE INC CL A | P | 2010-04-20 | 2011-06-16 | 8889 | 3268 | 3268 | 5621 |
| CARBO CERAMICS INC | P | 2011-04-04 | 2011-07-27 | 35036 | 6424 | 6424 | 28612 |
| VANGUARD SHORT TERM BOND ETF | P | 2009-03-24 | 2011-08-17 | 40839 | 1609 | 1609 | 39230 |
| VANGUARD SHORT TERM BOND ETF | P | 2009-04-17 | 2011-08-17 | 40839 | 1427 | 1427 | 39412 |
| TEXAS INSTRUMENTS INCORPORATED | P | 2011-09-08 | 2011-09-12 | 25779 | -391 | -391 | 26170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 48887 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 586748 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022667 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 49349 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 558192 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088409 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 76300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 908055 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084026 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 106356 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1197569 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088810 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 104350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1158635 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090063 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.373975 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074795 | AverageDistributionRatio |
| Net Noncharitable Assets | 611649 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 45748 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 504 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 46252 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 123460 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 504 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 504 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 504 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Overpayment | 294 | Overpayment |
| Amount Credited To Next Year | 294 | 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 | 0 | 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 | TERRY SHOCKLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6087709440 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 EAGLE ESTATES DRIVE | AddressLine1 |
| City | DEBARY | City |
| State | FL | State |
| ZIP Code | 32713 | 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 |
|---|---|---|---|---|---|---|---|---|
| TERRY K SHOCKLEY | ||||||||
| 276 EAGLE ESTATES DRIVE | DEBARY | FL | 32713 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SANDRA K SHOCKLEY | ||||||||
| 276 EAGLE ESTATES DRIVE | DEBARY | FL | 32713 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| TONI K PETERSON | ||||||||
| 14710 MINNEHAHA | MINNETONKA | MN | 55391 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| TODD L SHOCKLEY | ||||||||
| 3231 N WILTON 1 | CHICAGO | IL | 60657 | TRUSTEE | 0.00 | 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 | 565567 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 55396 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 620963 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 620963 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9314 | CashDeemedCharitable |
| Net Noncharitable Assets | 611649 | NetNoncharitableAssets |
| Minimum Investment Return | 30582 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30582 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 504 | TaxBasedOnInvestmentIncome |
| Total Tax | 504 | TotalTax |
| Distributable Amount Before Adj | 30078 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 30078 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 30078 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 123460 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 123460 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 504 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 122956 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30078 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46757 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 47766 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 31695 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 21541 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 147759 | TotalExcessDistriCarryover |
| Qualifying Distributions | 123460 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30078 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 93382 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 241141 | 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 | 46757 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 194384 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 47766 | ExcessFromYear4 |
| Excess From Year3 | 31695 | ExcessFromYear3 |
| Excess From Year2 | 21541 | ExcessFromYear2 |
| Excess From Current Year | 93382 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALDO LEOPOLD NATURE CENTER | |||||||
| 300 FEMRITE DRIVE | MONONA | WI | 53716 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $5,000 |
| AUGUSTANA COLLEGE | |||||||
| 639-38TH STREET | ROCK ISLAND | IL | 612012296 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $100,000 |
| NFL ALUMNI ASSOCIATION - MADISON CHAPTER | |||||||
| PO BOX 44066 | MADISON | WI | 537444066 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $1,600 |
| RHYTHM & BOOMS | |||||||
| 401 CHARMANY DRIVE SUITE 200 | MADISON | WI | 53713 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $1,500 |
| THE BROADCASTERS FOUNDATION OF AMERICA | |||||||
| 125 WEST 55TH STREET 21ST FLOOR | NEW YORK | NY | 100195366 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $600 |
| WISCONSIN BROADCASTERS FOUNDATION | |||||||
| 44 E MIFLIN STREET SUITE 900 | MADISON | WI | 53703 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $2,000 |
| WISCONSIN CHAPTER NAT WRESTLING HALL OF FAME | |||||||
| 405 2 HALL OF FAME AVE | STILLWATER | OK | 74075 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $5,000 |
| KIWANIS CLUB OF MADISON FOUNDATION INC | |||||||
| TWO EAST MIFFLIN STREET SUITE 600 | MADISON | WI | 53703 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $2,300 |
| MADISON COMMUNITY FOUNDATION - GREAT PERFORMANCE FUND | |||||||
| 2 SCIENCE COURT | MADISON | WI | 53705 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $5,000 |
| CITY OF MONONA PARKS AND RECREATION | |||||||
| 5211 SCHLUTER ROAD | MONONA | WI | 53716 | N/A | NOT FOR PROFIT ORGAN | GENERAL OPERATING EXPENSES | $460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 123460 | 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 | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $48,887 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $56,006 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56006 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,185 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WILLIAM BLAIR | NameOfStock |
| EOY Book Value | 492916 | EOYBookValue |
| EOYFMV | 506060 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $5,638 | Amount |
| Net Investment Income | 5638 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $940 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |