KATERS CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATERS CHARITABLE FOUNDATION (EIN 87-3713109)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202510579349100101
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T07:39:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383435918 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUKKILA NEGRO AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SHELDEN AVENUE | AddressLine1Txt |
| City | HOUGHTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 499311964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873713109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATERS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATE | BusinessNameControlTxt |
| Phone | 9063628932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SPECKER CR | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRIS KATERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9063628932 | PhoneNum |
| Signature | 2025-02-26 | 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 | RYAN A MARKHAM | PreparerPersonNm |
| PTIN | P01330175 | PTIN |
| Phone | 9064826601 | PhoneNum |
| Preparation | 2025-02-25 | PreparationDt |
| 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 | $496,678 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,104 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,405 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,405 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $59,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,437 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,437 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,640 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,437 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,004 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $377,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $377,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,674 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $383,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $496,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $383,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $402,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $383,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $402,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $383,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $383,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,206 | ExcessRevenueOverExpensesAmt |
| Subtotal | $402,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $402,214 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48 | SubtotalAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $48 | TaxDueAmt |
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 | MI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9062262518 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 VENTURE DR | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRIS KATERS | ||||||||
| 15 SPECKER CR | MARQUETTE | MI | 49855 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN KATERS | ||||||||
| 32730 W CHICAGO ST | LIVONIA | MI | 48150 | TREASURER | 1.00 | $0 | $0 | $0 |
| PATRICK REILLY | ||||||||
| 606 PINE STREET | MARQUETTE | MI | 49855 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JESSICA KATERS | ||||||||
| 32730 W CHICAGO ST | LIVONIA | MI | 48150 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $450,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $470,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $470,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $463,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $23,135 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,135 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,135 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,157 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,022 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,651 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,629 | ExcessFromYear1Amt |
| Excess From Current Year | $11,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRIS KATERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FATHER MARQUETTE CATHOLIC ACADEMY | ||||||||
| 500 S FOURTH STREET | MARQUETTE | MI | 49855 | NONE | PC | RELIGIOUS | $10,637 | |
| ST FRANCIS CONNECTION CENTER | ||||||||
| 280 NORTH BOULDER STREET | GWINN | MI | 49841 | NONE | PC | RELIGIOUS | $200 | |
| MARQUETTE SYMPHONY | ||||||||
| PO BOX 253 | MARQUETTE | MI | 49855 | NONE | PC | ARTS | $500 | |
| MARQUETTE BREAKFAST ROTARY | ||||||||
| 1951 US HIGHWAY 41 WEST | MARQUETTE | MI | 49855 | NONE | PC | COMMUNITY SUPPORT | $100 | |
| ST ANTHONY PARISH | ||||||||
| 280 NORTH BOULDER STREET | GWINN | MI | 49841 | NONE | PC | RELIGIOUS | $200 | |
| ROTARY CLUB OF MILWAUKEE | ||||||||
| 750 N LINCOLN MEMORIAL | MILWAUKEE | WI | 53202 | NONE | PC | SERVICE TO OTHERS | $1,000 | DRIVE SUITE 320 |
| ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | PC | SERVICE TO OTHERS | $1,000 | |
| UP CATHOLIC SERVICES APPEAL | ||||||||
| 1004 HARBOR HILLS DR | MARQUETTE | MI | 49855 | NONE | PC | RELIGIOUS | $6,000 | |
| ST PETER CATHEDRAL | ||||||||
| 311 W BARAGA AVE | MARQUETTE | MI | 49855 | NONE | PC | RELIGIOUS | $11,500 | |
| CAPUCHIN SOUP KITCHEN | ||||||||
| 1820 MOUNT ELLIOT ST | DETROIT | MI | 48207 | NONE | PC | FOOD | $200 | |
| YOOPERS FOR SEMINARIANS | ||||||||
| 1004 HARBOR HILLS DR | MARQUETTE | MI | 49855 | NONE | PC | RELIGIOUS | $200 | |
| BEACON HOUSE | ||||||||
| 1414 W FAIR AVENUE | MARQUETTE | MI | 49855 | NONE | PC | MEDICAL HOUSING ASSISTANCE | $200 | STE 204 |
| CARE CLINIC | ||||||||
| 1213 N THIRD ST | MARQUETTE | MI | 49855 | NONE | PC | PREGNANCY ASSISTANCE | $200 | |
| WNMU PUBLIC RADIO | ||||||||
| 1401 PRESQUE ISLE | MARQUETTE | MI | 49855 | NONE | PC | UNRESTRICTED GENERAL | $35 | |
| MARQUETTE CITY BAND | ||||||||
| 300 W BARAGA AVE | MARQUETTE | MI | 49855 | NONE | PC | COMMUNITY SUPPORT-ARTS | $500 | |
| ST VINCENT DEPAUL | ||||||||
| 2119 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | NONE | PC | UNRESTRICED GENERAL SUPPORT | $200 | |
| NORTHERN MICHIGAN UNIVERSITY CATHOL | ||||||||
| 1200 HERBARD CT | MARQUETTE | MI | 49855 | NONE | PC | RELIGIOUS SUPPORT | $200 | |
| ST PAUL'S CATHOLIC STUDENT CENTER | ||||||||
| 723 STATE STREET | MADISON | WI | 53703 | NONE | PC | RELIGIOUS SUPPORT UW-MADISON STUDENT | $200 | |
| BISHOP BARAGA EDUCATION CENTER MUS | ||||||||
| 615 S FOURTH ST | MARQUETTE | MI | 49855 | NONE | PC | EDUCATIONAL CENTER SUPPORT | $250 | |
| CHILDREN'S MUSEUM | ||||||||
| 123 W BARAGA AVE | MARQUETTE | MI | 49855 | NONE | PC | COMMUNITY SUPPORT-ARTS | $100 | |
| BAY CLIFF HEALTHCAMP | ||||||||
| N 4175 BAYCLIFF DR | BIG BAY | MI | 49808 | NONE | PC | SUPPORT DISABLED COMMUNITY MEMBERS | $200 | |
| LAKE SUPERIOR THEATRE | ||||||||
| 460 E RIDGE ST | MARQUETTE | MI | 49855 | NONE | PC | COMMUNITY SUPPORT-ARTS | $100 | |
| MARQUETTE COMMUNITY FOUNDATION | ||||||||
| 228 W WASHINGTON ST | MARQUETTE | MI | 49855 | NONE | PC | COMMUNITY SUPPORT | $200 | SUITE 6 |
| DOCTORS WITHOUT BOARDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | LIFESAVING CARE | $35 | |
| TRILLIUM HOUSE | ||||||||
| 1144 NORTHLAND DR | MARQUETTE | MI | 49855 | NONE | PC | HOSPICE AND RESPITE CARE | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,157 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,405 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,437 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | IRIS KATERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SPECKER CR | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,104 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADOBE SYSTEMS | AT COST | $158,415 | $111,170 |
| ALTRIA GROUP, INC. | AT COST | $4,707 | $5,229 |
| BLACKROCK INC. | AT COST | $41,313 | $60,481 |
| INVESCO QQQ TR ETF | AT COST | $115,369 | $221,363 |
| ISHARES SELECT ETF | AT COST | $6,116 | $6,565 |
| SALES FORCE INC. | AT COST | $51,290 | $66,866 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| IRS PENALTY | $3,640 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $38 | Amt |