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DAGGETT CHARITABLE TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DAGGETT CHARITABLE TR (EIN 39-6632001)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-29
IRS object ID
201221509349100712
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-29T14:18:37-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390974031EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN396632001EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DAGGETT CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDAGGNameControl
Phone6082972171Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 337AddressLine1
CityMONTELLOCity
StateWIState
ZIP Code539490337ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameALYCE DAGGETTName
TitleTRUSTEETitle
Phone6082972171Phone
Date Signed2012-05-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICK WELSCH CPA CFPName
PTINP00298127PTIN
Phone6082744020Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY984830FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2416ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Total Revenue And Expenses2416TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Occupancy Rev And Expnss2416OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps2416OccupancyDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2416TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2416TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2416TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps2416TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses0ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Land Building And Equipment Basis878080LandBuildingAndEquipmentBasis
Land Building And Equipment BOY878080LandBuildingAndEquipmentBOY
Land Building And Equipment EOY878080LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV878080LandBuildingAndEquipmentEOYFMV
Other Assets BOY107916OtherAssetsBOY
Other Assets EOY106750OtherAssetsEOY
Other Assets EOYFMV106750OtherAssetsEOYFMV
Total Assets BOY985996TotalAssetsBOY
Total Assets EOY984830TotalAssetsEOY
Total Assets EOYFMV984830TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY985996CapitalStockBOY
Capital Stock EOY984830CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY985996TotalNetAssetsBOY
Total Net Assets EOY984830TotalNetAssetsEOY
Total Liabilities Net Assets BOY985996TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY984830TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY985996TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses0ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal985996Subtotal
Other Decreases1166OtherDecreases
Total Net Assets Fund Balances EOY984830TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12096QualifyingDistributionsYear1
Noncharitable Assets Year1107014NoncharitableAssetsYear1
Distribution Ratio Year10.019586DistributionRatioYear1
Qualifying Distributions Year22377QualifyingDistributionsYear2
Noncharitable Assets Year2107731NoncharitableAssetsYear2
Distribution Ratio Year20.022064DistributionRatioYear2
Qualifying Distributions Year32751QualifyingDistributionsYear3
Noncharitable Assets Year3108378NoncharitableAssetsYear3
Distribution Ratio Year30.025383DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year4108686NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year54576QualifyingDistributionsYear5
Noncharitable Assets Year5108659NoncharitableAssetsYear5
Distribution Ratio Year50.042113DistributionRatioYear5
Total Distribution Ratio0.109146TotalDistributionRatio
Average Distribution Ratio0.021829AverageDistributionRatio
Net Noncharitable Assets105723NetNoncharitableAssets
Adjusted Noncharitable Assets2308AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One2308AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2416QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithWIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRICK WELSCHBooksInCareOfPersonName
Books In Care Of Phone Number6082744020BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DALE DAGGETT
198 KILBY LAKE RDMONTELLOWI539499115TRUSTEE1.00000
ROBERT DAGGETT
N3245 COUNTY ROAD FMONTELLOWI539499066TRUSTEE1.00000
KATIE DAGGETT
PO BOX 337MONTELLOWI539490337TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE DAGGETT CHARITABLE TRUST SUPPORTS THE PRESERVATION AND MAINTENANCE OF DAGGETT MEMORIAL PARK IN MONTELLO, WISCONSIN.Description1
Expenses12416Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets107333FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets107333TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets107333AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1610CashDeemedCharitable
Net Noncharitable Assets105723NetNoncharitableAssets
Minimum Investment Return5286MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2416ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2416QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2416AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year2416CurrentYear
Year12096Year1
Year22377Year2
Year32751Year3
Total9640Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year2416CurrentYear
Year12096Year1
Year22377Year2
Year32751Year3
Total9640Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year984830CurrentYear
Year1985996Year1
Year2987014Year2
Year3987889Year3
Total3945729Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Current Year878080CurrentYear
Year1878080Year1
Year2878080Year2
Year3878080Year3
Total3512320Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Total0Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

FieldValueIRS element (for citing)
Category Or ItemLANDCategoryOrItem
Cost Or Other Basis878080CostOrOtherBasis
Accumulated Depreciation0AccumulatedDepreciation
Book Value878080BookValue
EOYFMV0EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionCASH VALUE OF LIFE INSURANCEDescription
BOY Book Value107916BOYBookValue
EOY Book Value106750EOYBookValue
EOYFMV106750EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionDECREASE IN CASH VALUE OF LIFE INSURANCEDescription
Amount$1,166Amount