Civic Intelligence

Loehrke Family Charitable Foundation

990PF • Fiscal year 2020 • EIN 39-6779459

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
21846 S Weather Edge CircleLannon, WI 53046-9628

(414) 807-9540

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-270733%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$147,078

Down $8,122 (-5.2%) from 2019

Net Assets

Down

$48,658

Down $44,430 (-48%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin1st percentile

Revenue

Down

$3

Down $7,005 (-100%) from 2019

Expenses

Down

$8,125

Down $4,181 (-34%) from 2019

Net Income

Down

-$8,122

Down $2,824 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,355,765Liabilities 2011: $02011Assets 2012: $1,385,080Liabilities 2012: $02012Assets 2013: $724,397Liabilities 2013: $02013Assets 2014: $1,039,775Liabilities 2014: $02014Assets 2015: $893,688Liabilities 2015: $1Net Assets 2015: $909,6012015Assets 2016: $416,203Liabilities 2016: $0Net Assets 2016: $416,2032016Assets 2017: $219,055Liabilities 2017: $0Net Assets 2017: $219,0552017Assets 2018: $160,498Liabilities 2018: $0Net Assets 2018: $160,4982018Assets 2019: $155,200Liabilities 2019: $1Net Assets 2019: $93,0882019Assets 2020: $147,078Liabilities 2020: $1Net Assets 2020: $48,6582020Assets 2021: $84,894Liabilities 2021: $1Net Assets 2021: $84,8942021Assets 2022: $65,895Liabilities 2022: $1Net Assets 2022: $65,8952022Assets 2023: $58,706Liabilities 2023: $1Net Assets 2023: $58,7062023Assets 2024: $57,708Liabilities 2024: $0Net Assets 2024: $57,7082024

Highlighted filing

2020

Assets$147,078
Liabilities$1
Net Assets$48,658
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $249,948Expenses 2011: $358,946Net Income 2011: -$108,9982011Revenue 2012: $450,017Expenses 2012: $420,702Net Income 2012: $29,3152012Revenue 2013: $91,185Expenses 2013: $751,868Net Income 2013: -$660,6832013Revenue 2014: $516,921Expenses 2014: $201,543Net Income 2014: $315,3782014Revenue 2015: $17,134Expenses 2015: $163,221Net Income 2015: -$146,0872015Revenue 2016: $6,154Expenses 2016: $499,552Net Income 2016: -$493,3982016Revenue 2017: $60Expenses 2017: $197,208Net Income 2017: -$197,1482017Revenue 2018: -$44,015Expenses 2018: $14,542Net Income 2018: -$58,5572018Revenue 2019: $7,008Expenses 2019: $12,306Net Income 2019: -$5,2982019Revenue 2020: $3Expenses 2020: $8,125Net Income 2020: -$8,1222020Revenue 2021: $38,486Expenses 2021: $2,250Net Income 2021: $36,2362021Revenue 2022: -$3,024Expenses 2022: $15,975Net Income 2022: -$18,9992022Revenue 2023: $1,133Expenses 2023: $8,322Net Income 2023: -$7,1892023Revenue 2024: $0Expenses 2024: $998Net Income 2024: -$9982024

Highlighted filing

2020

Revenue$3
Expenses$8,125
Net Income-$8,122
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENT LOEHRKETrustee-$0--
WYNNE LOEHRKETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONVERGEGENERAL OPERATING-MADISON, WI, US$5,000
Paid GrantINTERVARSITYGENERAL OPERATING-MADISON, WI, US$1,000
Paid GrantLIVING HOPEGENERAL OPERATING-WEST BEND, WI, US$250
Filing and Contact Details

Filer

Filer Name
Loehrke Family Charitable
EIN
39-6779459
Phone
4148079540
Address
21846 S WEATHER EDGE CIRCLE, LANNON, WI 53046-9628

Signing Officer

Name
Kent Loehrke
Title
Trustee
Phone
4148079540
Signed
2021-11-15

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19W24200 RIVERWOOD DR STE 310, WAUKESHA, WI 53188-1166
Preparer
Mara Wellner
Phone
2625442000
Raw XML Appendix241 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN FEE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GREENPOINT TACTICAL INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GREENPOINT - COD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1GREENPOINT TACTICAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-36308
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-36308
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-36305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-44430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-36308
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-36305
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-44430
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt048658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt093088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt048658
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01681
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01681
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01681
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0141
IRS990PF/FMVAssetsEOYAmt027302
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0141
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0141
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0141
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021349
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093088
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt048658
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035283
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt093088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt048658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027302
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt093088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt048658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt093088
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt048658
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01681
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033616
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENT LOEHRKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WYNNE LOEHRKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt021846 S WEATHER EDGE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121846 S WEATHER EDGE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LANNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LANNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153046
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06250
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06250
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENT WYNNE LOEHRKE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021846 S WEATHER EDGE CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LANNON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053046
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02626952155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KENT WYNNE LOEHRKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTERVARSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIVING HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONVERGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06400 SCHROEDER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 14745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01681
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0160505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0362743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0528779
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0160505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0362743
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04569
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0574049
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0569480
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0975
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0141
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACRRUED TAXES - OVERPAYMENTS CARRYFO
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0141
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GREENPOINT TACTICAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-36308
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT LOEHRKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04148079540
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOEHRKE FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOEH
ReturnHeader/Filer/EIN0396779459
ReturnHeader/Filer/PhoneNum04148079540
ReturnHeader/Filer/USAddress/AddressLine1Txt021846 S WEATHER EDGE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LANNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530469628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391557315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDALORO SMITH & KRUEGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19W24200 RIVERWOOD DR STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531881166
ReturnHeader/PreparerPersonGrp/PhoneNum02625442000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARA WELLNER
ReturnHeader/ReturnTs02022-01-24T08:22:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOEHRKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,078
Liabilities
$1
Net assets
$48,658
Revenue
$3
Expenses
$8,125
Net income
-$8,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.04$0.00$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.05$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.09$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.04$0.01$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.01$0.50$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.91$0.02$0.16$0.15
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.52$0.20$0.32
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.09$0.75$0.66
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.45$0.42$0.03
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.25$0.36$0.11