Daggett Charitable Tr

990PF • Fiscal year 2021 • EIN 39-6632001

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile

P O Box 374Montello, WI 53949

(605) 297-2171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

-7014%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

-86%

Faster asset growth than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-29%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$167,070

Down $1,023,006 (-86%) from 2020

Net Assets

Down

$167,070

Down $1,023,006 (-86%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin1st percentile

Revenue

Down

$14,528

Down $6,072 (-29%) from 2020

Expenses

$1,033,532

Up $1,025,732 (+13150%) from 2020

Net Income

Down

-$1,019,004

Down $1,031,804 (-8061%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$167,070

Liabilities$1

Net Assets$167,070

Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$14,528

Expenses$1,033,532

Net Income-$1,019,004

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 12, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DALE DAGGETT	Trustsee	-	$0	-	-
ROBERT DAGGETT	Trustee	-	$0	-	-
ALEXIS DAGGETT	Trustee	-	$0	-	-
JENA DAGGETT	Trustee	-	$0	-	-
BRIAN DAGGETT	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Daggett Charitable Trust
EIN: 39-6632001
In Care Of: % Robert Daggett
Phone: 6052972171
Address: P O Box 374, Montello, WI 53949

Signing Officer

Name: Robert Daggett
Title: Trustee
Phone: 6084940216
Signed: 2022-05-12
Discuss with paid preparer: Yes

Preparer

Firm: Dennis H Locy LLC
Address: 306 N Main St, Pardeeville, WI 53954
Preparer: Dennis H Locy
Phone: 6084293090

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	Morgan Stanley Stocks
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Morgan Stanley Stocks
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	Morgan Stanley Cap Distr
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	6244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	41526
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	7916
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	49421
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	1121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	0	11212021
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	1	11092021
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	2	12202021
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2021-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2021-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	1672
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	7895
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	1121
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3840
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	10688
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	14528
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	14528
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	3840
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	10688
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1028680
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1028680
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	3840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3840
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-1019004
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	58458
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	443
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	443
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	10688
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	11494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	2717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	3542
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	550
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	317
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	3840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1030498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	3034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1033532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	14528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	14528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	3034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	4852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	10688
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-1019004
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	4002
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	171072
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1190076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	167070
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	194557
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	163262
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	9410
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	9410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	878080
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	878080
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	148734
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	157660
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	185147
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1190076
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	167070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1190076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	167070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	194557
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1190076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	167070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1190076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	167070
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	0
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	189256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	8836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	180420
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	2839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	9321
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	186417
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	189256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DALE DAGGETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROBERT DAGGETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ALEXIS DAGGETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	JENA DAGGETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	BRIAN DAGGETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustsee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	198 Kilby Lake Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	N3245 County Road F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	N3243 Cty Rd F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	9352 St George Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	P O Box 6
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Montello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Montello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Montello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Falcon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	Lake Delton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	4	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	53949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	53949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	53949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	80831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	4	53940
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	1030498
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1030498
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/CurrentYearAmt	0	14528
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt	0	14528
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	3840
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	3840
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt	0	3264
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	3264
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	1030498
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	1030498
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	1030498
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	1030498
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt	0	194557
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	3780677
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt	0	1217036
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt	0	1186308
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt	0	1182776
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt	0	3110924
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt	0	1053774
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt	0	1179070
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt	0	878080
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	6214
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	6214
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	P O Box 374
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Montello
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53949
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Robert Daggett
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6084940216
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	The Daggett Charitable Trust Supports the Preservation and Maintenance of the Daggett Memorial Park in Montello WI
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	4852
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	878080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	To Maintain The City Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Purchased Memorial
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Transfer Real Estate to the City of Montello
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	City of Montello
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Walton Memorials
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	City of Montello
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	20 Underwood Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	105 E Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	20 Underwood Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Montello
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Montello
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53949
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	54968
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	53949
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1028680
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt	0	NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt	0	878080
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt	0	1a(2)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt	0	City of Montello
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc	0	Real Estate 878080
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	true
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1030498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1030498
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1030498
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1030498
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1030498
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Land and Buildings
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	878080
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	443
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	443
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	148734
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Morgan Stanley Investments
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	157660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	185147
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	4002
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT FOR PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Repairs and Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	825
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2717
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2717
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	825
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	550
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Tax Preparation Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	550
TaxesSchedule/TaxesDetail/Amt	0	317
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	317
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT DAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6084940216
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Daggett Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	DAGG
ReturnHeader/Filer/EIN	0	396632001
ReturnHeader/Filer/InCareOfNm	0	% Robert Daggett
ReturnHeader/Filer/PhoneNum	0	6052972171
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O Box 374
ReturnHeader/Filer/USAddress/CityNm	0	Montello
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	854164500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Dennis H Locy LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	306 N Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Pardeeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53954
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6084293090
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DENNIS H LOCY
ReturnHeader/ReturnTs	0	2022-05-12T08:50:51-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DAGGETT
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $167,070
Liabilities: $1
Net assets: $167,070
Revenue: $14,528
Expenses: $1,033,532
Net income: -$1,019,004

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.01	$0.01	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.01	$0.01	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$0.16	$0.00	$0.16	$0.00	$0.01	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.17	$0.00	$0.17	$0.01	$1.03	$1.02
2020Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.02	$0.01	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.01	$0.01	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.00	$0.00	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.00	$0.00	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.02	$0.00	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.21	$0.02	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.01	$0.01	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.00	$0.00	$0.00
2012Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98		$0.00
2011Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98		$0.00
2010Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99		$0.00