2024-05-15T14:08:55-07:00 2023-06-30 391205140 Reffue Pas Jacobson Roth & Koster LLP 901 16th Ave Monroe WI 53566 990PF 2022-07-01 396508464 Siron Foundation co Donald Sartell SIRO 6087564141 2532 Skyline Drive Janesville WI 53548 Donald Sartell Trustee 2024-05-15 true Donald Sartell 999009999 true Daniel T JacobsonCPA P00089195 6083252141 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 642066 X X 30 30 30 10337 10337 10337 -18103 191191 -7736 10367 10367 10000 7804 7804 482 384 222 18670 8026 0 35000 35000 53670 8026 35000 -61406 2341 10367 5212 5567 5567 10456 6746 6746 686120 628068 629753 701787 640381 642066 4500 4500 4500 4500 X 697287 635881 697287 635881 701787 640381 697287 -61406 635881 635881 313.068 REMSX P 2022-01-01 2022-11-08 4305 5817 -1512 -1512 50.563 RRESX P 2022-01-01 2022-11-08 1324 1828 -504 -504 110.070 RGCSX P 2022-01-01 2022-11-08 849 1011 -162 -162 237.246 RFCTX P 2022-01-01 2022-11-08 2121 2594 -473 -473 80.879 RINTX P 2022-01-01 2022-11-08 2794 3344 -550 -550 375.413 RLESX P 2022-01-01 2022-11-08 9532 10789 -1257 -1257 588.468 RSESX P 2022-01-01 2022-11-08 7780 9633 -1853 -1853 388.781 REMSX P 2014-01-13 2022-11-08 5347 7077 -1730 -1730 356.095 RRESX P 2014-01-01 2022-11-08 9326 12889 -3563 -3563 1264.035 RGCSX P 2014-01-01 2022-11-08 9746 12226 -2480 -2480 29.381 RGCSX P 2014-01-01 2022-11-08 227 284 -57 -57 3746.347 RFCTX P 2014-01-01 2022-11-08 33486 42076 -8590 -8590 75.006 RFCTX P 2014-01-01 2022-11-08 670 843 -173 -173 851.057 RINTX P 2014-01-01 2022-11-08 29400 30258 -858 -858 190.723 RLESX P 2014-01-01 2022-11-08 4842 5107 -265 -265 1464.157 RMGSX P 2014-01-01 2022-11-08 12826 14950 -2124 -2124 519.896 RSESX P 2016-01-01 2023-01-09 6608 6306 302 302 169.458 RINTX P 2016-01-01 2023-01-09 6424 5823 601 601 1065.676 RFCTX P 2016-01-01 2023-01-09 9943 11663 -1720 -1720 524.508 RGESX P 2022-11-08 2023-01-09 4117 3988 129 129 183.519 RFATX P 2022-11-08 2023-01-09 3432 3282 150 150 221.257 REMSX P 2016-01-01 2023-01-09 3363 3909 -546 -546 381.554 RMGSX P 2016-01-01 2023-01-09 3541 4014 -473 -473 567.560 RSESX P 2016-01-01 2023-06-12 7969 9583 -1614 -1614 Capital Gain Dividends 11219 Wash Sale 229 -17874 -6032 33 33 33 32 32 1 0 false false false false false false false true true true false false false false true N/A BMO Harris Financial Advisors 8772253863 111 West Monroe Street Chicago IL 60603 false false false false false false false false false true 2021 true false false false false false false false false false false false false Donald Sartell 300 S Wright Road Janesville WI 53545 Trustee 2.00 10000 NONE NONE 630240 15107 0 645347 0 645347 9680 635667 31783 31783 33 33 31750 31750 31750 35000 35000 31750 35792 35000 35000 0 792 31750 X Salvation Army 514 Sutherland Avenue Janesville WI 53545 N/A NC Assist indigent 2000 Rock County Humane Society 222 S Arch Street Janesville WI 53545 N/A Assist pet adoptions 4000 Rock Prairie Presbyterian Church 8625 E County Truck A Janesville WI 53545 N/A NC Charitable 2000 Janesville Performing Arts Center 408 S Main Street Janesville WI 53545 N/A NC Promote the arts 1000 Riddles Elephant Sanctuary PO Box 72058 Greenbrier AR 72058 N/A NC Protect aged elephants 2000 Milton Historical Society 18 S Janesville Street Milton WI 53563 N/A Preserve history & heritage of Town of Milton, WI 1000 St Labre Indian School 1000 Tongue River Road Ashland MT 59004 N/A Provide quality education and embraces Native American Cultures 3000 Spirit Horse Equine Rescue 4107 N Rivers Edge Drive Janesville WI 53548 N/A Rescue, rehabilitation and rehoming of unwanted equines 3000 Tiger Haven 237 Harvey Rd Kinston TN 37763 N/A A sanctuary and rescue facility for big cats 3000 Sisters of St Benedict 802 E 10th Street Ferdinand IN 47532 N/A Support monastic women seeking God through the Benedictine tradition 2000 Mara Elephant Project 4000 W 106th Street Carmel IN 46032 N/A PROTECTING ELEPHANTS AND THEIR HABITATS ACROSS THE GREATER MARA ECOSYSTEM 2000 Gentle Giants 27 Quail Creek Lane Phillips Ranch CA 91766 N/A To give captive elephants a better way of life 2000 2nd Chance for Blind Dogs 4335 Van Nuys Blvd 190 Sherman Oaks CA 91403 N/A To provide blind dogs with safety equipment. 6000 Guiding Eyes For The Blind 611 Granite Springs Road Yorktown Heights NY 10598 N/A Provide guide dogs to people with vision loss. 2000 35000 14 30 14 10337 -18103 10367 -18103 -7736 13 ALL INCOME REPORTED IN PART XVI-A PROVIDES FUNDS FOR CHARITABLE PURPOSES false false false false false false false false false false Bank Service Charges 162 Cost basis adjustment 222 222 4 -4 0 0 Brokerage fees 07/01/22 - 06/30/23 7808 7808 0 0 PY Excise Tax 482