Civic Intelligence

Plunkett Fam Foundation

990PF • Fiscal year 2014 • EIN 39-6681155

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 09, 2015

9315 N Range Line RoadMilwaukee, WI 53217

(414) 403-4878

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

612%

Higher net margin than 100% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$25,000

Higher top officer pay than 64% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

5th percentile

-29%

Faster asset growth than 5% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$671,571

Down $274,066 (-29%) from 2013

Net Assets

Down

$671,571

Down $274,066 (-29%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Down

-$44,795

Down $57,642 (-449%) from 2013

Expenses

Up

$229,271

Up $170,570 (+291%) from 2013

Net Income

Down

-$274,066

Down $228,212 (-498%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,079,481Liabilities 2010: $0Net Assets 2010: $1,079,4812010Assets 2011: $1,031,432Liabilities 2011: $0Net Assets 2011: $1,031,4322011Assets 2012: $991,491Liabilities 2012: $0Net Assets 2012: $991,4912012Assets 2013: $945,637Liabilities 2013: $1Net Assets 2013: $945,6372013Assets 2014: $671,571Liabilities 2014: $1Net Assets 2014: $671,5712014Assets 2015: $638,180Liabilities 2015: $787Net Assets 2015: $637,3932015Assets 2016: $584,728Liabilities 2016: $0Net Assets 2016: $584,7282016Assets 2017: $519,474Liabilities 2017: $0Net Assets 2017: $519,4742017Assets 2018: $475,658Liabilities 2018: $0Net Assets 2018: $475,6582018Assets 2019: $466,371Liabilities 2019: $517Net Assets 2019: $465,8542019Assets 2020: $350,075Liabilities 2020: $1Net Assets 2020: $350,0752020Assets 2021: $327,300Liabilities 2021: $14,338Net Assets 2021: $312,9622021Assets 2022: $200,451Liabilities 2022: $1Net Assets 2022: $200,4512022Assets 2023: $212,759Liabilities 2023: $1Net Assets 2023: $212,7592023Assets 2024: $180,314Liabilities 2024: $0Net Assets 2024: $180,3142024

Highlighted filing

2014

Assets$671,571
Liabilities$1
Net Assets$671,571

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $60,2432010Expenses 2011: $54,0982011Expenses 2012: $59,3782012Revenue 2013: $12,847Expenses 2013: $58,701Net Income 2013: -$45,8542013Revenue 2014: -$44,795Expenses 2014: $229,271Net Income 2014: -$274,0662014Revenue 2015: $62,681Expenses 2015: $96,859Net Income 2015: -$34,1782015Revenue 2016: $61,358Expenses 2016: $114,023Net Income 2016: -$52,6652016Revenue 2017: $53,357Expenses 2017: $118,611Net Income 2017: -$65,2542017Revenue 2018: $92,272Expenses 2018: $136,088Net Income 2018: -$43,8162018Revenue 2019: $127,804Expenses 2019: $137,608Net Income 2019: -$9,8042019Revenue 2020: $15,231Expenses 2020: $131,010Net Income 2020: -$115,7792020Revenue 2021: $89,987Expenses 2021: $127,100Net Income 2021: -$37,1132021Revenue 2022: $13,983Expenses 2022: $126,494Net Income 2022: -$112,5112022Revenue 2023: $94,715Expenses 2023: $82,407Net Income 2023: $12,3082023Revenue 2024: $20,124Expenses 2024: $52,569Net Income 2024: -$32,4452024

Highlighted filing

2014

Revenue-$44,795
Expenses$229,271
Net Income-$274,066
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 9, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN W PLUNKETTTrustee-$25,000-$25,000
ROBERT G PLUNKETTTrustee-$2,500-$2,500
KATHERINE PLUNKETTTrustee-$2,500-$2,500
LAURA PLUNKETTTrustee-$2,500-$2,500
GWENDOLYN G PLUNKETTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMILWAUKEE REPERTORY THEATEROPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$50,000
Paid GrantMILWAUKEE CHAMBER THEATREOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$35,000
Paid GrantRIVEREDGE NATURE CENTEROPERATING ASSESSMENTPUBLIC CHARITYSAUKVILLE, WI, US$25,000
Paid GrantFLORENTINE OPERAOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$10,585
Paid GrantCHANNEL 1036 PUBLIC TVOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$10,000
Paid GrantMEDICAL COLLEGE OF WISCONSINOPERATING ASSESSMENTUNIVERSITYMILWAUKEE, WI, US$10,000
Paid GrantHER WOMEN'S FUND OF GREATER MILWAUKEEOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$10,000
Paid GrantKANSAS CITY PUBLIC TVOPERATING ASSESSMENTPUBLIC CHARITYKANSAS CITY, MO, US$2,500
Paid GrantSANTA FE CHILDREN'S MUSEUMOPERATING ASSESSMENTPUBLIC CHARITYSANTA FE, NM, US$2,000
Paid GrantCONNECTICUT BOAT CLUBOPERATING ASSESSMENTPUBLIC CHARITYNORWALK, CT, US$2,000
Paid GrantMILWAUKEE PUBLIC MUSEUMOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$1,000
Paid GrantNICOLET FOUNDATIONOPERATING ASSESSMENTPUBLIC CHARITYGLENDALE, WI, US$1,000
Paid GrantUPAF UNITED PERFORMING ARTS FUNDOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$1,000
Paid GrantWUWM PUBLIC RADIOOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$1,000
Paid GrantSCHLITZ AUDUBON NATURE CENTEROPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$1,000
Paid GrantMILWAUKEE ART MUSEUMOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$1,000
Paid GrantPLANNED PARENTHOODOPERATING ASSESSMENTPUBLIC CHARITYWAUKESHA, WI, US$1,000
Paid GrantSERVICE CLUB OF MILWAUKEEOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$500
Paid GrantMILWAUKEE ROTARY CLUBOPERATING ASSESSMENTPUBLIC CHARITYMILWAUKEE, WI, US$100
Paid GrantALLIANCE FRANCAISE DE MILWAUKEEFUNDRAISING EVENTSCHOOLSHOREWOOD, WI, US$100
Paid GrantFRIENDS OF VILLA TERRACEFUNDRAISING EVENTPUBLIC CHARITYMILWAUKEE, WI, US$40
Filing and Contact Details

Filer

Filer Name
Plunkett Family Foundation
EIN
39-6681155
Phone
4144034878
Address
9315 N RANGE LINE ROAD, MILWAUKEE, WI 53217

Signing Officer

Name
Karen W Plunkett
Title
Trustee
Phone
4144034878
Signed
2015-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Chortek Llp
Address
N16 W23217 STONERIDGE DR, WAUKESHA, WI 53188
Preparer
Julie Schroeder
Phone
2625228227
Raw XML AppendixShowing 400 of 647 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3137200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt055630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155740
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4105280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02000 SHRS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200 SHRS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2700 SHRS SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 SHRS GOOGLE CLASS A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50 SHS GENERAL ELECTRIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0146920
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-274066
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,000 SHS CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHS GENERAL ELECTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4400 SHS GENERAL ELECTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,100 SHS GENERAL ELECTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6400 SHS MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7400 SHS MICROSOFT CORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9540 SHS LAZARD EMRG MKTS PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-57610
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-274066
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0671571
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0945637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0671571
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038077
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038077
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038077
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038174
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt097
IRS990PF/DistributableAmountGrp/TotalTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0671216
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0592481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0364130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0382569
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0318206
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0291459
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0272665
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0945637
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0671571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt034950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015982
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015982
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0945637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0671571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0671216
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0945637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0671571
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0945637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0671571
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0775105
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025466
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0749639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011627
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038174
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0763478
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0775105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN W PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAURA PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GWENDOLYN G PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 BIRCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19315 NORTH RANGE LINE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27424 RIGGS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt328 CAMINO NEVOSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt48500 NORTH RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DARIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PRAIRIE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd266204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd387505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt062110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt058701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt059214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt054098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt059394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.081352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.074495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.084336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.073090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.083589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.091252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0763478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0787985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0702121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0740159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0719915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0650881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0226771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.406762
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0226674
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0226771
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt097
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0226771
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN W PLUNKETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09315 N RANGE LINE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04144034878
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND ARE GENERALLY LIMITED TO 501(C)(3) ORGANIZATIONS. APPLICATIONS SHOULD INCLUDE DESCRIPTION AND PURPOSE OF CHARITABLE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KAREN W PLUNKETT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04144034878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09315 N RANGE LINE ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE GENERALLY LIMITED TO SECTION 501(C)(3) ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310585
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1635000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUNDRAISING EVENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING ASSESSMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING ASSESSMENT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.31$0.09$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.09$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.05$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.06$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.23$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.06$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06