LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-17
IRS object ID
202521079349100312
Schema version
2024v5.1
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)
Return2025-04-17T15:30:35-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line1311 FINANCIAL WAY SUITE 100AddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELICA KRAUTKRAMERPreparerPersonNm
PTINP02005570PTIN
Phone7156752351PhoneNum
Preparation2025-04-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,341,436FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,753DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$99,658NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$394,008GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$99,666CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$149OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$149OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$123,560TotalRevAndExpnssAmt
Total Net Invst Incm$125,511TotalNetInvstIncmAmt
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$2,310AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,155AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,155AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,923OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,923OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,611TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,413TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,689TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,191TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,413TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,689TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$68,191TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,147ExcessRevenueOverExpensesAmt
Net Investment Income$104,822NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$90,342SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,672SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$782,297CorporateStockBOYAmt
Corporate Stock EOY$831,114CorporateStockEOYAmt
Corporate Stock EOYFMV$1,264,764CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$662LandBldgEquipAccumDeprecAmt
Total Assets BOY$872,639TotalAssetsBOYAmt
Total Assets EOY$907,786TotalAssetsEOYAmt
Total Assets EOYFMV$1,341,436TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$872,639RetainedEarningBOYAmt
Retained Earning EOY$907,786RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$872,639TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$907,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$872,639TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$907,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$872,639TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,147ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$907,786SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$907,786TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$385,036$294,342$90,694$90,694
CAPITAL GAINS DIVIDENDSP$8,972$8,972$8,972
FieldValueIRS element (for citing)
Capital Gain Net Income$99,666CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,457InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,457SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,457TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$192EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$192TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Tax Due$1,286TaxDueAmt

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 Rqr0ComplyWithPublicInspRqrInd
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 IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
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 POINTWI54481DIRECTOR0.20$0$0$0
VANESSA A LAIRD
1101 W MINNEHAHA PKWYMINNEAPOLISMN55419DIRECTOR0.20$0$0$0
ALISON LAIRD-LARGE
757 CANE CREEK ROADSYLVANC28779DIRECTOR0.20$0$0$0
KAREN ENGELHARD
4309 JANICK CIRCLE NORTHSTEVENS POINTWI54481DIRECTOR0.20$0$0$0
KIMBERLY DALGLEISH
32268 WOODFIELD DRAVON LAKEOH44012DIRECTOR0.20$0$0$0
RAYMOND LARGE III
757 CANE CREEK ROADSYLVANC28779DIRECTOR0.20$0$0$0
CONNOR K LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816DIRECTOR0.20$0$0$0
JOHN DAVID LARGE
309 BENTON AVENUEMISSOULAMT59801DIRECTOR0.20$0$0$0
HARRISON LAIRD
703 LAMONT STREET NWWASHINGTONDC20010DIRECTOR0.20$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$1,253,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,342,585TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,342,585AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,322,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,122MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,122MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,457TaxBasedOnInvestmentIncomeAmt
Total Tax$1,457TotalTaxAmt
Distributable Before Adj$64,665DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,665DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,665DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,191ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$68,191QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,665DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$12,747ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,552ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$15,299TotalExcessDistributionCyovAmt
Qualifying Distributions$68,191QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,665AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,526RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,825TotalCorpusAmt
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$18,825ExcessDistriCyovToNextYrAmt
Excess From Year3$12,747ExcessFromYear3Amt
Excess From Year2$2,552ExcessFromYear2Amt
Excess From Current Year$3,526ExcessFromCurrentYearAmt

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$10,000
AMERICAN DIABETES
PO BOX 7023MERRIFIELDVA22116PCSUPPORTING CAMP NEEDLEPOINT FOR KIDS AND FAMILIES DEALING WITH DIABETES.$2,500
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.$10,000
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 500WASHINGTONDC20002PCOFFERING MENTORSHIP AND EDUCATIONAL PROGRAMS FOR YOUNG STUDENTS IN WASHINGTON DC$2,500
THE COMMUNITY TABLE
PO BOX 62DILLSBORONC28725PCSUPPORTING FOOD SECURITY FOR THOSE IN NEED AND ACCESS TO FOOD PANTRY$10,000
UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION
2100 MAIN STREET SUITE 212STEVENS POINTWI54481PCSCHOLARSHIP AND SUPPORTING THE ENGELHARD FORESTRY ENDOWMENT.$7,000
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$67,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,753ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$99,658ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,560ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,560TotalIncomeProducingActyAmt

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$2,310Amt
Net Investment Income$1,155NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,155DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (166 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADIDAS AG (ADDYY)$3,537$3,568
ADOBE INC (ADBE)$1,047$4,500
ADVANCED MICRO DEVICES (AMD)$2,567$4,124
AIR PROD & CHEM INC (APD)$3,567$3,668
AIRBNB INC CL A (ABNB)$4,969$4,518
ALPHABET INC CL C (GOOG)$2,968$15,613
AMAZON COM INC (AMZN)$5,398$35,102
AMER INTL GP INC NEW (AIG)$2,791$6,517
AMERICAN ELEC PWR CO INC (AEP)$1,738$1,956
ANALOG DEVICES INC (ADI)$2,516$2,540
APPLE INC (AAPL)$5,477$23,590
APPLOVIN CORP (APP)$3,164$3,126
ARM HOLDINGS PLC ADR (ARM)$851$1,915
ASML HOLDING NV NY REG NEW (ASM$3,513$8,023
ASTRAZENECA PLC ADR (AZN)$4,971$8,190
AT&T INC (T)$2,093$2,550
BAXTER INTL INC (BAX)$9,831$6,474
BOEING CO (BA)$7,408$6,671
BP PLC ADS (BP)$8,568$8,011
BRITISH AMER TOB SPON ADR (BTI)$5,275$5,521
BROADCOM INC (AVGO)$5,933$22,300
BUNZL PLC NEW (BZLFY)$3,895$5,655
CADENCE DESIGN SYSTEM (CDNS)$4,509$6,365
CARDINAL HEALTH INC (CAH)$6,829$9,775
CHOCOLADEFAB LINDT&SPRUENGLI (CHLSY)$6,084$5,823
CISCO SYS INC (CSCO)$4,024$5,429
CITIGROUP INC NEW (C)$8,380$11,826
CNH INDUSTRIAL N V (CNH)$1,527$1,484
COGNIZANT TECH SOLUTIONS CL A$4,552$5,927
COMCAST CORP (NEW) CLASS A$5,311$6,680
COMPAGNIE FIN RICHEMONTAG ADR$3,273$5,067
CONSTELLATION BRANDS INC CL A$1,913$1,660
COSTCO WHOLESALE CORP NEW$1,448$8,815
CROWDSTRIKE HLDGS INC CL A$2,230$6,002
CROWN CASTLE INC (CCI)$4,277$3,845
CVS HEALTH CORP COM (CVS)$9,137$7,003
DATADOG INC CL A (DDOG)$3,192$3,675
DEXCOM INC (DXCM)$1,873$2,070
DIAGEO PLC SPON ADR NEW (DEO)$6,633$6,496
DOLLAR GEN CORP NEW COM (DG)$6,518$3,711
DOMINION ENERGY INC (D)$1,838$1,780
EATON CORP PLC SHS (ETN)$4,148$4,342
EDWARD LIFESCIENCES CORP (EW)$2,130$2,101
ELECTRONIC ARTS INC (EA)$4,564$4,823
ELEVANCE HEALTH INC (ELV)$1,714$3,681
ELI LILLY & CO (LLY)$3,453$13,195
ENTERGY CORP NEW (ETR)$2,764$3,669
ERSTE GROUP BANK AG SPONS ADR$3,504$5,776
ESSILORLUXOTTICA ADR (ESLOY)$4,288$5,689
EXELON CORP (EXC)$3,244$3,136
FERGUSON ENTERPRISES INC (FERG)$4,174$3,645
FIDELITY NATIONAL FINANCIAL IN$2,436$3,900
FIDELITY NATL INFORMATION SE$6,537$5,611
FIRST CITIZ BANCSHARES A (FCNCA$4,468$11,799
FLUTTER ENTERTAINMENT PLC (FLUT)$2,679$2,583
FORTREA HOLDINGS INC (FTRE)$1,311$685
FOX CORP CL A (FOXA)$1,582$2,280
GALLAGHER ARTHUR J & CO (AJG)$722$2,839
GE AEROSPACE NEW (GE)$4,023$3,963
GENERAL MTRS CO (GM)$3,811$6,925
GSK PLC ADR (GSK)$5,022$4,295
HALEON PLC ADR (HLN)$4,483$4,684
HASBRO INC (HAS)$3,533$3,842
HDFC BANK LTD ADR (HDB)$4,103$3,899
HESS CORPORATION (HES)$5,801$4,948
HEWLETT PACKARD ENTERPRISE (HPE)$1,813$2,178
HILTON WORLDWIDE HLDGS INC (HLT)$3,653$4,151
HOME DEPOT INC (HD)$2,912$3,770
HP INC COM (HPQ)$8,411$7,635
HSBC HOLDINGS PLC SPON ADR NEW$1,998$2,831
HUMANA INC (HUM)$4,001$2,682
IBERDROLA SA SPON ADR (IBDRY)$3,960$4,774
INDUSTRIA DE DISENO TEXTIL IND (IDEXY)$2,110$1,827
INFINEON TECHNOLOGIES AG (IFNNY)$3,080$4,097
INTERCONTINENTAL EXCHANGE INC (ICE)$4,267$5,249
INTERNATIONAL FLAVORS&FRAGRANC (IFF)$1,829$1,959
INTERPUBLIC GROUP OF COS INC (IPG)$2,795$2,492
INTESA SANPAOLO S.P.A. ADR (ISNPY)$2,910$5,520
INTUITIVE SURGICAL INC (ISRG)$2,734$5,000
ITOCHU CORP ADR (ITOCY)$4,261$4,166
JOHNSON CTLS INTL PLC (JCI)$3,870$4,616
JPMORGAN CHASE & CO (JPM)$1,261$7,442
KEURIG DR PEPPER INC COM (KDP)$2,582$2,540
KIMBERLY CLARK CORP (KMB)$3,554$3,323
KONINKLIJKE PHIL EL SP ADR NEW (PHG)$2,788$3,089
KRAFT HEINZ CO COM (KHC)$8,110$6,449
L3HARRIS TECHNOLOGIES INC (LHX)$7,976$8,030
LABCORP HOLDINGS INC (LH)$4,679$5,283
LEAR CORP (LEA)$2,573$1,871
LEGRAND SA (LGRDY)$5,616$5,239
LEIDOS HLDGS INC (LDOS)$2,280$3,702
LIBERTY MEDIA COR SER C LBRT (FWONK)$4,340$6,048
LLOYDS BANKING GROUP PLC (LYG)$3,783$3,634
LULULEMON ATHLETICA INC (LULU)$1,208$3,797
MARRIOTT INTL INC NEW CL A (MAR)$1,435$2,697
MASTERCARD INC CL A (MA)$3,196$11,004
MEDTRONIC PLC SHS (MDT)$7,900$7,269
MERCADOLIBRE INC (MELI)$2,232$5,598
META PLATFORMS INC CL A (META)$7,113$22,408
MICRON TECH INC (MU)$1,419$2,071
MICROSOFT CORP (MSFT)$9,782$36,092
MID AMER APART COMM INC (MAA)$1,872$2,009
MITSUBISHI UFJ FINCL GRP ADS (MUFG)$3,294$7,020
MOODYS CORP (MCO)$2,666$3,968
MS&AD INS GROUP HLDGS ADR (MSADY)$4,409$5,487
NETFLIX INC (NFLX)$5,659$15,893
NEWELL BRANDS INC (NWL)$2,397$1,225
NOVO NORDISK A/S ADR (NVO)$7,584$10,925
NU HLDGS LTD ORD SHS CL A (NU)$2,783$2,859
NVIDIA CORPORATION (NVDA)$1,355$38,138
PALO ALTO NETWORKS INC (PANW)$3,039$3,365
PFIZER INC (PFE)$1,649$1,522
PG&E CORP (PCG)$3,491$4,036
PPG INDUSTRIES INC (PPG)$2,972$2,812
PROGRESSIVE CORP OHIO (PGR)$4,428$4,889
PT BK CENT ASIA TBK ADR (PBCRY)$4,423$4,298
RECKITT BENCKISER PLC SPNS ADR (RBGLY)$6,249$4,370
RECRUIT HOLDINGS CO. LTD. ADR (RCRUY)$2,030$4,723
RELX PLC SPONSORED ADR (RELX)$4,502$6,768
RIO TINTO PLC SPON ADR (RIO)$4,139$3,995
ROCHE HOLDINGS ADR (RHHBY)$5,672$5,616
RTX CORPORATION (RTX)$3,708$6,255
SALESFORCE INC (CRM)$2,282$5,155
SANOFI ADR (SNY)$11,829$11,431
SAP AG (SAP)$5,542$11,590
SCHNEIDER ELEC SA UNSP ADR$1,739$7,184
SEALED AIR CP NEW (SEE)$6,264$4,229
SEMPRA (SRE)$4,506$5,375
SERVICENOW INC (NOW)$4,683$10,165
SHELL PLC ADR (SHEL)$9,163$12,405
SIEMENS AKTIENGESELLSCHAFT$5,531$6,618
SMC CORP JAPAN SPONSORED ADR$2,293$2,849
SNOWFLAKE INC CL A (SNOW)$3,595$2,973
SONY GROUP CORPORATION ADR$9,602$13,839
SS&C TECHNOLOGIES HLDGS INC$9,308$10,837
SUNCOR ENERGY INC (SU)$3,155$3,300
SVENSKA HANDELSBANKEN AB ADR$4,402$4,408
TAIWAN SMCNDCTR MFG CO LTD ADR$2,940$16,283
TECK RESOURCES LTD (TECK)$1,950$1,695
TENCENT HLDGS LTD UNSPON ADR (TCEHY)$4,119$5,637
TENCENT MUSIC ENTMT GROUP SPON (TME)$4,392$4,018
TESLA INC (TSLA)$805$14,281
THE CIGNA GROUP (CI)$2,342$3,040
TJX COS INC NEW (TJX)$1,261$2,814
TRADE DESK INC CLASS A (TTD)$1,617$4,575
UBER TECHNOLOGIES INC (UBER)$2,935$5,021
UBS GROUP AG SHS (UBS)$1,831$1,778
UNILEVER PLC (NEW) ADS (UL)$6,486$7,314
VERIZON COMMUNICATIONS (VZ)$4,734$5,239
VERTEX PHARMACEUTICALS (VRTX)$5,282$6,258
VERTIV HOLDINGS LLC CL A (VRT)$3,226$3,345
VESTAS WIND SYSTEMS ADS (VWDRY)$3,741$2,384
VISA INC CL A (V)$1,277$12,027
WABTEC CORP (WAB)$2,393$2,723
WALMART INC (WMT)$6,529$7,471
WALT DISNEY CO HLDG CO (DIS)$8,550$8,835
WELLS FARGO & CO NEW (WFC)$5,968$14,821
WILLIAMS CO INC (WMB)$1,122$3,141
WILLIS TOWERS WATSON PLC LTD$3,348$4,490
ZIMMER BIOMET HLDGS INC COM$4,534$4,348
SPDR BLOOMBERG 1-3 MONTH T-B (BIL)$9,130$9,130
VANGUARD MID-CAP$24,416$65,240
VANGUARD SM-CAP$29,504$65,201
WISDOMTREE EMERGING MKTS$26,758$23,242
HARDING LOEVNER EMERGING MKTS$61,316$46,487
HARDING LOEVNER INT'L EQUITY$37,843$50,987

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSEDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$36DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$149RevenueAndExpensesPerBooksAmt
Net Investment Income$149NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT - MANAGEMENT FEESCategoryTxt
Amt$17,923Amt
Net Investment Income$17,923NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,144Amt
Net Investment Income$1,611NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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