LANS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANS FOUNDATION (EIN 33-1035017)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349101319
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:11:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390934985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BEST & FRIEDRICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19 W24133 RIVERWOOD DR STE 200 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331035017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANS | BusinessNameControlTxt |
| Phone | 8156239018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J LANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8156239018 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | LANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH M ROBB | PreparerPersonNm |
| PTIN | P01242149 | PTIN |
| Phone | 2629566560 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,032,955 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,120 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $630,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,464,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $630,810 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $973,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $772,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,208 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $552 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $37,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $594,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $766,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $533,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $594,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $594,491 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,130,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,540,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,316,966 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,347,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,282,407 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,121,498 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,011,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,417,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,032,955 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,129,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,129,948 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,881,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,287,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,011,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,417,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,011,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,417,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,011,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $594,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,605,879 | SubtotalAmt |
| Other Decreases | $188,580 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,417,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,460,851 | $833,667 | $627,184 | $627,184 | |
| CAPITAL GAINS DIVIDENDS | $3,626 | $3,626 | $3,626 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $630,810 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $82 | EsPenaltyAmt |
| Tax Due | $2,539 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SCOTT J LANS TRUSTEE | IndividualWithBooksNm |
| Phone | 8156239018 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE A LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT J LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE D LANS | ||||||||
| 342 INDIAN TRAIL | ROCKTON | IL | 61072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 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 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,587,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $654,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,241,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,241,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,133,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,657 | TotalTaxAmt |
| Distributable Before Adj | $346,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $346,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $346,000 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $321,777 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $321,777 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $342,225 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE A LANS | ContributingManagerNm |
| Contributing Manager | SCOTT J LANS | ContributingManagerNm |
| Contributing Manager | BRUCE D LANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELOIT HISTORICAL SOCIETY | ||||||
| 845 HACKETT STREET | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $10,000 |
| BELOIT MEALS ON WHEELS | ||||||
| 1534 SHORE DRIVE | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $30,000 |
| BELOIT REGIONAL HOSPICE | ||||||
| 655 THIRD STREET SUITE 200 | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $15,000 |
| CARITAS FOUNDATION | ||||||
| 2840 PRAIRIE AVE | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $30,000 |
| COMMUNITY FOUNDATION OF NORTHERN ILLINOIS | ||||||
| 1006 BLUFF STREET | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $100,000 |
| FIDELTY CHARITABLE | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PUBLIC | GENERAL CHARITABLE | $103,000 |
| GOLDIE B FLOBERG CENTER | ||||||
| 58 W ROCKTON ROAD | ROCKTON | IL | 61072 | PUBLIC | GENERAL CHARITABLE | $2,000 |
| OLD STONE CHURCH | ||||||
| 101 E UNION | ROCKTON | IL | 61072 | PUBLIC | GENERAL CHARITABLE | $15,000 |
| WISCONSIN AMERICAN LEGION FOUNDATION | ||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | PUBLIC | GENERAL CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $630,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $772,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $772,376 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE D LANS | |||||||
| 1 | 342 INDIAN TRAIL | ROCKTON | IL | 61072 | $100,255 | Yes (X) | Yes (X) |
| SCOTT J LANS | |||||||
| 2 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $100,865 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 242 SHARES MASTERCARD | $100,255 | 2023-12-11 |
| 2 | 1000 SHARES EXXON MOBIL CORP | $100,865 | 2023-12-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACV AUCTIONS INC | $117,370 | $104,308 |
| ALPHABET | $157,572 | $465,866 |
| AMAZON | $150,335 | $211,956 |
| AMERICAN INTERNATIONAL GROUP | $61,268 | $155,486 |
| CAPITAL ONE FINANCIAL | $188,054 | $258,306 |
| CHARLES SCHWAB CORP | $129,543 | $179,362 |
| CITIGROUP | $176,094 | $187,242 |
| COMCAST CORP | $119,776 | $109,406 |
| CUSHMAN & WAKEFIELD | $136,562 | $117,050 |
| EXXON MOBIL | $10,471 | $146,071 |
| FIRST CITIZENS BANK | $136,092 | $276,699 |
| FISERV INC | $235,725 | $285,606 |
| GENERAL MOTORS | $197,279 | $216,634 |
| GLENCORE PLC | $89,342 | $142,562 |
| HCA HEALTHCARE INC | $26,233 | $90,136 |
| HILTON WORLDWIDE HOLDINGS | $45,196 | $114,717 |
| HOWARD HUGHES CORP | $70,447 | $59,885 |
| INTERCONTINENTAL EXCHANGE | $191,048 | $231,816 |
| IQVIA HOLDINGS INC. | $65,352 | $76,355 |
| KROGER CO | $114,678 | $111,075 |
| LIBERTY BROADBAND CORP | $225,939 | $229,279 |
| LITHIA MOTORS | $111,960 | $125,126 |
| MASTERCARD | $13,692 | $263,157 |
| META PLATFORMS | $65,477 | $119,992 |
| ORACLE CORP | $58,481 | $179,231 |
| SALESFORCE INC | $85,052 | $154,726 |
| SEALED AIR CORP | $110,120 | $106,931 |
| TE CONNECTIVITY | $18,232 | $69,548 |
| THOR INDUSTRIES INC | $99,929 | $124,163 |
| WARNER BROS DISCOVERY INC | $105,738 | $110,784 |
| WELLS FARGO | $197,290 | $235,518 |
| WORKDAY INC | $30,054 | $57,973 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVANTIS MERGING MARKETS | AT COST | $180,987 | $220,429 |
| CASH IN TRANSIT | AT COST | $40 | $40 |
| DFA GLOBAL REAL ESTATE SEC PORT | AT COST | $80,646 | $85,208 |
| DFA INTL SCAP VALUE PORT | AT COST | $103,672 | $153,170 |
| DFA INTL SMALL COMPANY PORT | AT COST | $20,924 | $28,409 |
| DFA INTL VALUE PORT III FUND | AT COST | $5,222 | $8,012 |
| DFA US LCAP VALUE PORT III FD | AT COST | $1,703 | $5,784 |
| DIMENSIONAL INTL VALUE ETF | AT COST | $93,898 | $162,454 |
| DIMENSIONAL MKTWIDE VALUE ETF | AT COST | $99,706 | $181,559 |
| ISHARES MSCI USA MOM FACT ETF | AT COST | $6,366 | $6,276 |
| ISHARES MSCI USA QUAL FACT ETF | AT COST | $46,662 | $59,297 |
| SCHWAB INTL SMALL CAP EQ ETF | AT COST | $71,933 | $97,866 |
| SPDR DEV WORLD EX-US ETF | AT COST | $17,197 | $21,868 |
| VANGUARD INSTL DEV MARKETS | AT COST | $85,926 | $114,000 |
| VANGUARD INSTL PLUS TOT STK MKT IND | AT COST | $166,369 | $416,928 |
| VANGUARD INSTL SCAP VAL INDEX | AT COST | $62,592 | $191,990 |
| VANGUARD INSTL VALUE IND | AT COST | $153,963 | $267,645 |
| VANGUARD S&P SM CAP 600 IND | AT COST | $84,601 | $100,563 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PLANNING FEES | CategoryTxt |
| Legal Fees | $2,760 | LegalFeesAmt |
| Net Investment Income | $2,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $552 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF IN FMV & BOOK VALUE OF STOCK CONTRIB | Desc |
| Amt | $188,580 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $37,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,466 | $3,466 | $0 |
| EXCISE TAX | $11,124 | $0 | $0 |
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