LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-17
IRS object ID
202441089349100444
Schema version
2023v5.0
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)
Return2024-04-17T17:16:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13125 JOHN JOANIS DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396104415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD YOUTH LEADERSHIP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone3012295596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M LAIRDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3012295596PhoneNum
Signature2024-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastLAIRDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEAN JOHNSON CPAPreparerPersonNm
PTINP01708664PTIN
Phone7153444984PhoneNum
Preparation2024-03-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,235,049FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,124DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,262NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,265CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,957TotalRevAndExpnssAmt
Total Net Invst Incm$62,392TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,662OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,662OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$959TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,419TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$176OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,897TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,131TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,397TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,131TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$53,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,440ExcessRevenueOverExpensesAmt
Net Investment Income$45,261NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$129,554SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,342SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$751,525CorporateStockBOYAmt
Corporate Stock EOY$782,297CorporateStockEOYAmt
Corporate Stock EOYFMV$1,144,707CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$662LandBldgEquipAccumDeprecAmt
Total Assets BOY$881,079TotalAssetsBOYAmt
Total Assets EOY$872,639TotalAssetsEOYAmt
Total Assets EOYFMV$1,235,049TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$881,079CapitalStockBOYAmt
Capital Stock EOY$872,639CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$881,079TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$872,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$881,079TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$872,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$881,079TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,440ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$872,639SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$872,639TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$84,641$85,884-$1,243-$1,243
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$179,575$137,927$41,648$41,648
CAPITAL GAINS DIVIDENDS$1,860$1,860$1,860P
FieldValueIRS element (for citing)
Capital Gain Net Income$42,265CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$629InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$629SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$821EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$821TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$192OverpaymentAmt
Applied To ES Tax$192AppliedToESTaxAmt
Refund$0RefundAmt

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 StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID LAIRDIndividualWithBooksNm
Phone3012295596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16108 WINNEBAGO ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20816ZIPCd
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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN O LAIRD
1352 RIVERSIDE DRRIVER FALLSWI54022PRESIDENT0.50$0$0$0
DAVID M LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816TREAS/VICE PRES0.50$0$0$0
JOHN H DRESSENDORFER
233 LOCUST STREET SEVIENNAVA22180SECRETARY0.50$0$0$0
RAYMOND D NASS
411 GREENBRIAR AVESTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
VANESSA A LAIRD
1101 W MINNEHAHA PKWYMINNEAPOLISMN55419BOARD MEMBER0.20$0$0$0
ALISON LAIRD-LARGE
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
KAREN ENGELHARD
4309 JANICK CIRCLE NORTHSTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
KIMBERLY DALGLEISH
32268 WOODFIELD DRAVON LAKEOH44012BOARD MEMBER0.20$0$0$0
RAYMOND LARGE III
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
CONNOR K LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816BOARD MEMBER0.20$0$0$0
JOHN DAVID LARGE
309 BENTON AVENUEMISSOULAMT59801BOARD MEMBER0.20$0$0$0
HARRISON LAIRD
703 LAMONT STREET NWWASHINGTONDC20010BOARD MEMBER0.20$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

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$1,030,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,989AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,160,778TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,160,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,143,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Total Tax$629TotalTaxAmt
Distributable Before Adj$56,539DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,539DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,539DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,675ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,675QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,539DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,682ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,929ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,552ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,163TotalExcessDistributionCyovAmt
Qualifying Distributions$53,675QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,675AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,864ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,864ExcessDistributionCyovAppCYAmt
Total Corpus$15,299TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,299ExcessDistriCyovToNextYrAmt
Excess From Year2$12,747ExcessFromYear2Amt
Excess From Year1$2,552ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAIRD YOUTH LEADERSHIP FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012295596RecipientPhoneNum
Form And Info And MaterialsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONSubmissionDeadlinesTxt
Restrictions On AwardsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR DOMESTIC PEACE
26 RIDGEWAY STREETSYLVANC28779PCSUPPORTING FAMILIES AFFECTED BY DOMESTIC VIOLENCE THROUGH EDUCATION AND ADVOCACY$2,500
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD20817PCDONATION FOR PATIO/LANDSCAPING PROJECT$5,000
LOAVES AND FISHES
721 KASOTA AVENUE SEMINNEAPOLISMN55414PCSUPPORTING BATTLE AGAINST FOOD INSECURITY IN THE MINNEAPOLIS COMMUNITY.$5,000
MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION
1000 NORTH OAK AVENUEMARSHFIELDWI54449PCSUPPORTING CHILDREN AND THEIR FAMILIES GOING THROUGH PEDIATRIC CANCER.$5,000
SECOND HARVEST HEARTLAND
PO BOX 64051ST PAULMN55164PCSUPPORT FOR COMBATING HUNGER IN WI AND MN$5,000
SHEPHERD'S TABLE
8106 GEORGIA AVENUESILVER SPRINGMD20910PCSUPPORTING FOOD PROGRAMS AND HELPING COMBAT HUNGER IN WASHINGTON DC AND MARYLAND$5,000
SPARK THE JOURNEY
609 H STREET NE 500WASHINGTONDC20002PCSUPPORTING EFFORTS TO HELP YOUNG ADULTS NAVIGATE POTENTIAL CAREER PATHS$5,000
THE COMMUNITY TABLE
PO BOX 62DILLSBORONC28725PCSUPPORTING MEALS FOR THOSE IN NEED AND PROVIDING ACCESS TO A FOOD PANTRY$5,000
UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION
2100 MAIN STREET SUITE 212STEVENS POINTWI54481PCSUPPORTING THE ENGELHARD FORESTRY ENDOWMENT.$5,000
WAY TO GROW
201 IRVING AVE NORTHMINNEAPOLISMN55405PCSUPPORTING EARLY LEARNING PROGRAMS IN THE TWIN CITIES AREA$2,500
WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS
1922 UNIVERSITY AVEMADISONWI53726PCPROMOTING CREATIVE WORKS AND ADVANCEMENT OF CULTURE IN WISCONSIN$2,500
YMCA OF MARTHA'S VINEYARD
111R EDGARTOWN VINEYARD HAVEN ROADVINEYARD HAVENMA02568PCSUPPORTING YOUTH AND COMMUNITY PROGRAMS AT YMCA$2,500
YMCA OF THE NORTH
PO BOX 1450MINNEAPOLISMN55485PCSUPPORT OF CAMP WIDJIWAGAN$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,500TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,692ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,262ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,957ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,957TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$2,100Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (152 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD MID-CAP$24,416$57,462
VANGUARD SM-CAP$29,504$59,210
WISDOMTREE EMERGING MKTS$26,758$23,350
HARDING LOEVNER EMERGING MKTS$61,316$53,083
HARDING LOEVNER INT'L EQUITY$37,843$53,983
ADOBE INC (ADBE)$813$8,352
ADVANCED MICRO DEVICES (AMD)$8,552$14,228
AIA GROUP LTD SPON ADR (AAGIY)$2,776$3,869
AIRBNB INC CL A (ABNB)$2,695$2,644
ALLEGION PUB LTD CO (ALLE)$1,894$2,247
ALLSTATE CORP (ALL)$1,725$2,380
ALPHABET INC CL C (GOOG)$2,866$17,475
AMAZON COM INC (AMZN)$9,156$28,261
AMER INTL GP INC NEW (AIG)$3,445$6,911
AMERICAN ELEC PWR CO INC (AEP)$3,376$3,270
AMERICAN TOWER CORP (AMT)$4,625$4,381
APPLE INC (AAPL)$2,199$16,619
ARM HOLDINGS PLC ADR (ARM)$3,981$5,151
ASML HOLDING NV NY REG NEW (ASM$5,168$13,254
ASTRAZENECA PLC ADR (AZN)$7,203$10,978
AT&T INC (T)$2,093$1,879
BAXTER INTL INC (BAX)$7,961$6,611
BOEING CO (BA)$3,396$3,825
BP PLC ADS (BP)$5,844$6,832
BRIDGESTONE CP ADR (BRDCY)$4,964$5,406
BRITISH AMER TOB SPON ADR (BTI)$5,283$4,218
BROADCOM INC (AVGO)$5,043$9,996
BUNZL PLC NEW (BZLFY)$3,649$5,327
BURBERRY GROUP PLC SPONS ADR$3,462$2,527
CADENCE DESIGN SYSTEM (CDNS)$3,395$4,682
CARDINAL HEALTH INC (CAH)$4,028$5,721
CARLYLE GROUP INC (CG)$1,616$2,053
CARREFOUR SA SPONSORED ADR (CRR$4,185$3,726
CENCORA INC (COR)$1,414$2,057
CHARLES SCHWAB NEW (SCHW)$553$1,238
CISCO SYS INC (CSCO)$6,083$6,618
CITIGROUP INC NEW (C)$9,984$10,031
CITIZENS FINANCIAL GROUP INC$2,073$1,657
COGNIZANT TECH SOLUTIONS CL A$5,315$6,673
COMCAST CORP (NEW) CLASS A$3,743$6,095
COMPAGNIE FIN RICHEMONTAG ADR$2,497$3,920
CONOCOPHILLIPS (COP)$750$2,494
CONSTELLATION BRANDS INC CL A$1,262$1,850
COSTCO WHOLESALE CORP NEW$3,083$8,581
CROWDSTRIKE HLDGS INC CL A$1,399$4,949
CROWN CASTLE INC (CCI)$1,518$1,836
DIAGEO PLC SPON ADR NEW (DEO)$3,401$4,078
DOLLAR GEN CORP NEW COM (DG)$6,992$5,995
ELEVANCE HEALTH INC (ELV)$2,338$5,379
ELI LILLY & CO (LLY)$5,066$13,061
ERSTE GROUP BANK AG SPONS ADR$4,290$4,423
ESSILORLUXOTTICA ADR (ESLOY)$4,213$4,614
EXELON CORP (EXC)$2,252$1,991
FIDELITY NATIONAL FINANCIAL IN$3,130$4,271
FIDELITY NATL INFORMATION SE$9,417$5,106
FIRST CITIZ BANCSHARES A (FCNCA$4,801$8,514
FORTREA HOLDINGS INC (FTRE)$1,188$1,117
FOX CORP CL A (FOXA)$2,576$2,218
GALLAGHER ARTHUR J & CO (AJG)$722$2,249
GENERAL MTRS CO (GM)$6,073$6,789
GOLDMAN SACHS GRP INC (GS)$5,461$6,621
GSK PLC ADR (GSK)$5,022$4,707
HDFC BANK LTD ADR (HDB)$2,978$5,114
HOME DEPOT INC (HD)$4,637$5,198
HSBC HOLDINGS PLC SPON ADR NEW$4,132$4,865
HUMANA INC (HUM)$2,253$2,747
IBERDROLA SA SPON ADR (IBDRY)$3,724$4,298
INFINEON TECHNOLOGIES AG (IFNNY$3,510$6,096
INTERCONTINENTAL EXCHANGE INC$2,212$2,697
INTERNATIONAL FLAVORS&FRAGRANC$1,829$1,876
INTESA SANPAOLO S.P.A. ADR$2,882$4,012
INTUITIVE SURGICAL INC (ISRG)$4,314$4,863
JPMORGAN CHASE & CO (JPM)$1,261$5,281
KDDI CORP UNSPON ADR (KDDIY)$4,849$4,964
KEYSIGHT TECHNOLOGIES INC$1,862$1,876
KONINKLIJKE PHIL EL SP ADR NEW$4,607$4,129
KRAFT HEINZ CO COM (KHC)$8,110$7,766
L OREAL CO ADR (LRLCY)$3,814$4,580
L3HARRIS TECHNOLOGIES INC (LHX)$7,976$8,043
LABORATORY CP AMER HLDGS NEW$5,521$6,070
LEAR CORP (LEA)$1,507$1,562
LEIDOS HLDGS INC (LDOS)$6,438$7,442
LONZA GROUP AG ZUERICH ADR$2,093$3,236
LULULEMON ATHLETICA INC (LULU)$5,234$11,529
LVMH MOET HENNESSY LOUIS VUITT$4,012$5,675
MAKITA CORPORATION LTD ADR NEW$2,868$2,925
MARRIOTT INTL INC NEW CL A$2,727$3,862
MASTERCARD INC CL A (MA)$4,882$10,754
MEDTRONIC PLC SHS (MDT)$7,900$7,497
MERCADOLIBRE INC (MELI)$2,232$5,174
META PLATFORMS INC CL A (META)$8,170$14,720
MICRON TECH INC (MU)$7,178$10,070
MICROSOFT CORP (MSFT)$12,070$36,300
MITSUBISHI UFJ FINCL GRP ADS$3,294$5,157
MOBILEYE GLOBAL INC CL A (MBLY)$945$996
MONGODB INC CL A (MDB)$4,225$4,344
MOODYS CORP (MCO)$3,296$4,003
NATIONAL GRID PLC SPON ADR (NGG$3,427$3,875
NETFLIX INC (NFLX)$4,562$7,707
NEWELL BRANDS INC (NWL)$2,397$1,068
NIKE INC B (NKE)$1,311$2,170
NOVO NORDISK A/S ADR (NVO)$12,992$19,966
NU HLDGS LTD ORD SHS CL A (NU)$963$941
NVIDIA CORPORATION (NVDA)$3,264$22,004
O'REILLY AUTOMOTIVE INC NEW (OR$6,397$7,300
PG&E CORP (PCG)$2,366$2,488
PPG INDUSTRIES INC (PPG)$1,426$1,704
PRUDENTIAL PLC ADR (PUK)$2,265$2,110
PUBLIC SERVICE ENTERPRISE GP (P$1,473$2,043
RALPH LAUREN CORP CL A (RL)$1,523$1,913
RAYMOND JAMES FINCL INC (RJF)$1,764$2,899
RECKITT BENCKISER PLC SPNS ADR$6,007$4,754
RECRUIT HOLDINGS CO. LTD. ADR$3,341$4,602
RELX PLC SPONSORED ADR (RELX)$4,258$5,671
RIO TINTO PLC SPON ADR (RIO)$3,897$4,796
ROCHE HOLDINGS ADR (RHHBY)$5,491$5,652
ROGERS COMM INC CL B (BC) (RCI)$1,935$1,877
ROSS STORES INC (ROST)$1,964$2,629
RTX CORPORATION (RTX)$3,708$4,548
SALESFORCE INC (CRM)$2,628$8,157
SANOFI ADR (SNY)$11,829$11,786
SAP AG (SAP)$5,374$7,111
SCHNEIDER ELEC SA UNSP ADR$2,315$7,430
SEALED AIR CP NEW (SEE)$6,264$4,565
SEMPRA (SRE)$2,620$2,736
SERVICENOW INC (NOW)$4,677$6,771
SHELL PLC ADR (SHEL)$11,525$15,529
SIEMENS AKTIENGESELLSCHAFT$5,142$6,007
SMC CORP JAPAN SPONSORED ADR$2,293$3,869
SNOWFLAKE INC CL A (SNOW)$6,791$5,206
SONY GROUP CORPORATION ADR$7,634$10,321
SS&C TECHNOLOGIES HLDGS INC$7,266$6,967
SUNCOR ENERGY INC (SU)$2,390$2,226
SVENSKA HANDELSBANKEN AB ADR$4,081$4,290
TAIWAN SMCNDCTR MFG CO LTD ADR$4,308$10,132
TENCENT HLDGS LTD UNSPON ADR$4,119$4,006
TESLA INC (TSLA)$460$12,648
THE CIGNA GROUP (CI)$2,776$3,893
TJX COS INC NEW (TJX)$2,475$4,221
TRADE DESK INC CLASS A (TTD)$1,081$2,419
UBER TECHNOLOGIES INC (UBER)$3,443$7,081
UNILEVER PLC (NEW) ADS (UL)$12,301$11,684
UNION PACIFIC CORP (UNP)$1,595$3,235
UNITEDHEALTH GP INC (UNH)$3,836$6,201
VERIZON COMMUNICATIONS (VZ)$4,967$4,976
VERTEX PHARMACEUTICALS (VRTX)$3,476$4,776
VESTAS WIND SYSTEMS ADS (VWDRY)$3,236$4,986
VISA INC CL A (V)$4,948$15,422
WELLS FARGO & CO NEW (WFC)$6,952$11,714
WILLIAMS CO INC (WMB)$4,398$6,130
WILLIS TOWERS WATSON PLC LTD$3,224$3,345
ZIMMER BIOMET HLDGS INC COM$3,754$3,386

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHONE$115$0$0$115
PUBLIC NOTICE FEE$10$0$0$10
OTHER EXPENSE$51$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT - MANAGEMENT FEESCategoryTxt
Amt$14,662Amt
Net Investment Income$14,662NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$959Amt
Net Investment Income$1,419NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.