Civic Intelligence

The David a Cramer Charitable Trust

990PF • Fiscal year 2018 • EIN 81-0939149

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
N7116 Cty Rd ABeaver Dam, WI 53916

(920) 887-1756

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,404,202

Flat from 2018

Net Assets

Flat

$3,404,202

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$111,454

Flat from 2018

Expenses

Flat

$223,508

Flat from 2018

Net Income

Flat

-$112,054

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $3,404,202Liabilities 2018: $0Net Assets 2018: $3,404,2022018Assets 2018: $3,404,202Liabilities 2018: $0Net Assets 2018: $3,404,2022018Assets 2019: $3,316,924Liabilities 2019: $0Net Assets 2019: $3,316,9242019Assets 2020: $3,268,953Liabilities 2020: $0Net Assets 2020: $3,268,9532020Assets 2021: $3,208,465Liabilities 2021: $0Net Assets 2021: $3,208,4652021Assets 2022: $3,189,184Liabilities 2022: $0Net Assets 2022: $3,189,1842022Assets 2023: $3,156,143Liabilities 2023: $0Net Assets 2023: $3,156,1432023Assets 2024: $3,110,705Liabilities 2024: $0Net Assets 2024: $3,110,7052024

Highlighted filing

2018

Assets$3,404,202
Liabilities$0
Net Assets$3,404,202
Open 2018 Filing

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2018: $111,454Expenses 2018: $223,508Net Income 2018: -$112,0542018Revenue 2018: $111,454Expenses 2018: $223,508Net Income 2018: -$112,0542018Revenue 2019: $140,334Expenses 2019: $230,867Net Income 2019: -$90,5332019Revenue 2020: $106,376Expenses 2020: $174,903Net Income 2020: -$68,5272020Revenue 2021: $129,563Expenses 2021: $191,721Net Income 2021: -$62,1582021Revenue 2022: $164,331Expenses 2022: $184,480Net Income 2022: -$20,1492022Revenue 2023: $162,096Expenses 2023: $195,177Net Income 2023: -$33,0812023Revenue 2024: $161,532Expenses 2024: $206,970Net Income 2024: -$45,4382024

Highlighted filing

2018

Revenue$111,454
Expenses$223,508
Net Income-$112,054
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY CRAMERTrusteePT$23,200-$23,200
SONJA CRAMERTrusteePT$16,800-$16,800
DAVID CRAMERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Cramer Family Foundation
EIN
81-0939149
Phone
9208871756
Address
N7116 CTY RD A, BEAVER DAM, WI 53916

Signing Officer

Name
David Cramer
Title
Trustee
Phone
9208871756
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Jamey G Rappis
Phone
6086628600
Raw XML Appendix373 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HOSPICE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP WITH THEIR MISSION TO HELP WISCONSIN CHILDREN BE THE HEALTHIEST IN THE NATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP WITH THEIR MISSION TO HELP INDIVIDUALS WITH SPECIAL NEEDS, AND THEIR FAMILIES, ACHIEVE MAXIMUM POTENTIAL AND INDEPENDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP WITH THEIR MISSION TO BRING TOGETHER ALL POSSIBLE CAMPAIGNS OF COMMUNITY-ACCEPTED HEALTH, WELFARE AND RECREATIONAL AGENCIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FEDERATED YOUTH FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREEN VALLEY ENTERPRISES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY OF DODGE COUNTY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0707 S UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 SOUTH PINCKNEY STREET STE 810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3311 W MACKIE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41223 MADISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEAVER DAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEAVER DAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BEAVER DAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453916
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028906
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0155944
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171098
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0184850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0142192
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0155944
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016270
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED APPRECIATION IN CARRYING VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012008
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012008
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02400
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09208871756
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CRAMER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CRAM
ReturnHeader/Filer/EIN0810939149
ReturnHeader/Filer/PhoneNum09208871756
ReturnHeader/Filer/USAddress/AddressLine1Txt0N7116 CTY RD A
ReturnHeader/Filer/USAddress/CityNm0BEAVER DAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053916
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E6A0C83F9AD34C566D8707BD1B63F824EA830523
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D56930FF7501F2FB71B5B72409D8AE6E25801B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:52:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMEY G RAPPIS
ReturnHeader/ReturnTs02019-05-15T11:23:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,404,202
Liabilities
$0
Net assets
$3,404,202
Revenue
$111,454
Expenses
$223,508
Net income
-$112,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.16$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.13$0.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.11$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.14$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.11$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.11$0.22$0.11