BETA

LANS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LANS FOUNDATION (EIN 33-1035017)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202641349349102244
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T11:13:54-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390934985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BEST & FRIEDRICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1N19W24133 RIVERWOOD DR STE 200AddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531881174ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331035017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LANS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANSBusinessNameControlTxt
Phone8156239018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111164 WALTON DRIVEAddressLine1Txt
CityROSCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP61073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELAINE A LANSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8156239018PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUKE A JOHNSONPreparerPersonNm
PTINP00775105PTIN
Phone2629566560PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,250,186FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$499,418ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$180,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$547,129NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,715,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$547,129CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,227,313TotalRevAndExpnssAmt
Total Net Invst Incm$727,895TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,561LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,049LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$512LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$49,891OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,956TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$149OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,257TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,005TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$512TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$431,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$431,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$496,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,005TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$432,037TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$730,531ExcessRevenueOverExpensesAmt
Net Investment Income$722,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$526,519SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$731,781SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$731,781SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,918,320CorporateStockBOYAmt
Corporate Stock EOY$3,981,282CorporateStockEOYAmt
Corporate Stock EOYFMV$7,610,491CorporateStockEOYFMVAmt
Other Investments BOY$1,328,052OtherInvestmentsBOYAmt
Other Investments EOY$1,336,749OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,907,914OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,772,891TotalAssetsBOYAmt
Total Assets EOY$6,049,812TotalAssetsEOYAmt
Total Assets EOYFMV$11,250,186TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,129,948CapitalStockBOYAmt
Capital Stock EOY$1,129,948CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,642,943RetainedEarningBOYAmt
Retained Earning EOY$4,919,864RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,772,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,049,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,772,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,049,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,772,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$730,531ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,503,422SubtotalAmt
Other Decreases$453,610OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,049,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,700,044$1,168,140$531,904$531,904
CAPITAL GAINS DIVIDENDS$15,225$15,225$15,225P
FieldValueIRS element (for citing)
Capital Gain Net Income$547,129CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,048InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,048SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,048TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,256EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,256TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,792TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksSCOTT J LANS TRUSTEEIndividualWithBooksNm
Phone8156239018PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111164 WALTON DRIVEAddressLine1Txt
CityROSCOECityNm
State AbbreviationILStateAbbreviationCd
ZIP61073ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELAINE A LANS
11164 WALTON DRIVEROSCOEIL61073TRUSTEE1.00$0$0$0
SCOTT J LANS
11164 WALTON DRIVEROSCOEIL61073TRUSTEE1.00$0$0$0
BRUCE D LANS
342 INDIAN TRAILROCKTONIL61072TRUSTEE1.00$0$0$0
JOEL I LANS
9302 HIGHLAND GATE WAYVERONAWI53593TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,219,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$725,223AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,945,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,945,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$149,176CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,795,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$489,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$489,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,048TaxBasedOnInvestmentIncomeAmt
Total Tax$10,048TotalTaxAmt
Distributable Before Adj$479,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$479,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$479,747DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$432,037ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$432,037QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$479,747DistributableAsAdjustedAmt
Undistributed Income PY$424,865UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$432,037QualifyingDistributionsAmt
Applied To Year1$424,865AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$472,575UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELAINE A LANSContributingManagerNm
Contributing ManagerSCOTT J LANSContributingManagerNm
Contributing ManagerBRUCE D LANSContributingManagerNm
Contributing ManagerJOEL I LANSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELOIT HISTORICAL SOCIETY
845 HACKETT STREETBELOITWI53511PCGENERAL CHARITABLE$5,000
BELOIT LIBRARY FOUNDATION
605 ECLIPSE BLVDBELOITWI53511PCGENERAL CHARITABLE$250,000
BELOIT MEALS ON WHEELS
1534 SHORE DRIVEBELOITWI53511PCGENERAL CHARITABLE$15,000
BELOIT REGIONAL HOSPICE
1904 E HUEBBE PWKYBELOITWI53511PCGENERAL CHARITABLE$5,000
CARITAS FOUNDATION
2840 PRAIRIE AVEBELOITWI53511PCGENERAL CHARITABLE$20,000
FIDELTY CHARITABLE
PO BOX 770001CINCINNATIOH45277PCGENERAL CHARITABLE$55,500
GOLDIE B FLOBERG CENTER
4960 E STATE ST STE 200ROCKTONIL61108PCGENERAL CHARITABLE$2,000
OLD STONE CHURCH
101 E UNIONROCKTONIL61072PCGENERAL CHARITABLE$15,000
ROCK TRAIL COALITION
PO BOX 8101JANESVILLEWI53547PCGENERAL CHARITABLE$5,000
STATELINE COMMUNITY FOUNDATION
690 THIRD ST STE 110BELOITWI53511PCGENERAL CHARITABLE$56,300
VETS ROLL
1777 GARDNER STSOUTH BELOITIL60180PCGENERAL CHARITABLE$2,725
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$431,525TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$547,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$727,895ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$727,895TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRUCE D LANS
1342 INDIAN TRAILROCKTONIL61072$200,089Yes (X)Yes (X)
SCOTT J LANS
211164 WALTON DRIVEROSCOEIL61073$200,105Yes (X)Yes (X)
JOEL I LANS
39302 HIGHLAND GATE WAYVERONAWI53593$99,224Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1623 SHARES ALPHABET$200,0892025-12-05
2319 SHARES ALPHABET & 173 SHARES MASTERCARD$200,1052025-12-30
3326 SHARES VANGUARD TOT STK MKT IND INSTL PLUS$99,2242025-12-18

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABM INDUSTRIES$135,822$119,075
AIRBNB INC$234,018$253,118
ALPHABET$73,752$847,291
AMAZON$150,335$321,994
AMERICAN INTERNATIONAL GROUP$61,268$196,337
CAPITAL ONE FINANCIAL$164,955$420,495
CHARLES SCHWAB CORP$183,196$324,907
CITIGROUP$166,795$421,834
COMCAST CORP$161,178$103,419
CUSHMAN & WAKEFIELD$136,562$175,467
ELEVANCE HEALTH$152,009$161,253
EXXON MOBIL$14,779$248,141
FIRST CITIZENS BANK$136,092$418,505
GE HEALTHCARE TECHNOLOGIES$149,366$145,996
GENERAL MOTORS$126,014$325,361
GLENCORE PLC$89,342$130,067
ICON PLC$148,912$149,420
INTERCONTINENTAL EXCHANGE$212,157$314,202
IQVIA HOLDINGS INC.$210,334$238,935
LIBERTY BROADBAND CORP$225,939$138,267
LITHIA MOTORS$198,500$234,293
MASTERCARD$17,842$458,988
SALESFORCE INC$85,052$155,767
SYSCO$306,879$308,393
TE CONNECTIVITY$18,232$112,617
THOR INDUSTRIES INC$99,929$107,804
WARNER BROS DISCOVERY INC$124,733$332,583
WELLS FARGO$197,290$445,962

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AVANTIS MERGING MARKETSAT COST$195,987$321,481
DFA GLOBAL REAL ESTATE SEC PORTAT COST$115,946$123,709
DFA INTL SCAP VALUE PORTAT COST$104,144$223,442
DFA INTL SMALL COMPANY PORTAT COST$20,924$37,633
DFA INTL VALUE PORT III FUNDAT COST$5,222$11,407
DFA US LCAP VALUE PORT III FDAT COST$1,703$7,315
DIMENSIONAL INTL HIGH PROFILE ETFAT COST$12,540$14,914
DIMENSIONAL INTL VALUE ETFAT COST$93,955$235,927
DIMENSIONAL MKTWIDE VALUE ETFAT COST$99,706$227,266
ISHARES MSCI USA MOM FACT ETFAT COST$6,366$10,012
ISHARES MSCI USA QUAL FACT ETFAT COST$46,662$80,044
JPMORGAN US QUALITYAT COST$22,581$24,008
SCHWAB INTL SMALL CAP EQ ETFAT COST$71,933$127,712
SPDR DEV WORLD EX-US ETFAT COST$17,197$28,556
VANGUARD INSTL DEV MARKETSAT COST$85,926$148,517
VANGUARD INSTL PLUS TOT STK MKT INDAT COST$166,369$571,498
VANGUARD INSTL SCAP VAL INDEXAT COST$62,592$223,841
VANGUARD INSTL VALUE INDAT COST$153,963$342,121
VANGUARD S&P SM CAP 600 INDAT COST$36,758$48,693
VANGUARD TOT STK MKT INDEXAT COST$16,262$99,818
WHFIT ADJAT COST$13$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTAX PLANNING FEESCategoryTxt
Legal Fees$2,561LegalFeesAmt
Net Investment Income$2,049NetInvestmentIncomeAmt
Disbursements Charitable Prps$512DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFF IN FMV & BOOK VALUE OF STOCK CONTRIBDesc
Amt$453,610Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$19$0$0
ANNUAL REPORT$130$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$49,891Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,956$2,956$0
EXCISE TAX$9,700$0$0

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