BETA

VIROQUA AREA FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VIROQUA AREA FOUNDATION (EIN 39-1603279)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-16
IRS object ID
202442909349300719
Schema version
2023v5.1
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)
Return2024-10-16T08:51:38-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391628949PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON BLOCK & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 6TH STREET NORTHAddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391603279EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIROQUA AREA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVIROBusinessNameControlTxt
Phone6087787199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 262AddressLine1Txt
CityVIROQUACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54665ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA MALLIETPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6087787199PhoneNum
Signature2024-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE LEONARDPreparerPersonNm
PTINP00583499PTIN
Phone6087841890PhoneNum
Preparation2024-09-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSANDRA MALLIETPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 262AddressLine1Txt
CityVIROQUACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54665ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$427,985GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.VIROQUAAREAFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO ENCOURAGE AND PROMOTE WORTHWHILE CHARITABLE ENTERPRISE IN AND AROUND THE VIROQUA AREA. THE FOUNDATION PROVIDES A MECHANISM FOR PEOPLE OF GOODWILL INTERESTED IN THE VIROQUA AREA TO MAKE DONATIONS FOR THE IMPROVEMENT OF QUALITY OF LIFE WITHIN THE AREA FOR PRESENT AND FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$120,419PYContributionsGrantsAmt
CY Contributions Grants$82,516CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$140,331PYInvestmentIncomeAmt
CY Investment Income$169,596CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$260,750PYTotalRevenueAmt
CY Total Revenue$252,112CYTotalRevenueAmt
PY Grants And Similar Paid$141,120PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$132,160CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,100PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,850CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$104,594PYOtherExpensesAmt
CY Other Expenses$44,973CYOtherExpensesAmt
PY Total Expenses$246,814PYTotalExpensesAmt
CY Total Expenses$178,983CYTotalExpensesAmt
PY Revenues Less Expenses$13,936PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$73,129CYRevenuesLessExpensesAmt
Total Assets BOY$2,896,622TotalAssetsBOYAmt
Total Assets EOY$3,123,675TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,896,622NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,123,675NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENCOURAGE AND PROMOTE WORTHWHILE CHARITABLE ENTERPRISE IN AND AROUND THE VIROQUA AREA. THE FOUNDATION PROVIDES A MECHANISM FOR PEOPLE OF GOODWILL INTERESTED IN THE VIROQUA AREA TO MAKE DONATIONS FOR THE IMPROVEMENT OF QUALITY OF LIFE WITHIN THE AREA FOR PRESENT AND FUTURE ENDEAVORS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$104,550ExpenseAmt
Grant$104,550GrantAmt
DescTHE FOUNDATION DISTRIBUTES COMMUNITY SCHOLARSHIPS TO QUALIFYING STUDENTS AT LOCAL SCHOOLS BASED UPON GRADE POINT, NEED, AND RESIDENCY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$64,110ExpenseAmt
Grant$27,610GrantAmt
DescTHE FOUNDATION OPERATES OTHER PROGRAMS FOR GRANTS TO THE VIROQUA COMMUNITY FOR PURPOSES OF COMMUNITY IMPROVEMENT AND BETTERMENT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$168,660TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSANDRA MALLIETPersonNm
Phone6086060589PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1E8966 N LYSTER LANEAddressLine1Txt
CityREADSTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54652ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GEORGE HOPKINS
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SANDRA MALLIET
TREASURER10.00Yes (X)Yes (X)$1,750$0$0
ANGELA LAWRENCE
SECRETARY4.00Yes (X)Yes (X)$100$0$0
MARK BRUEGGEN
MEMBER1.00Yes (X)$0$0$0
R PAUL BUHR
MEMBER1.00Yes (X)$0$0$0
ANGIE DAHL
MEMBER1.00Yes (X)$0$0$0
ROGER HANSON
MEMBER1.00Yes (X)$0$0$0
SHAWNA STRINGHAM
MEMBER1.00Yes (X)$0$0$0
SUSAN NOBLE
MEMBER1.00Yes (X)$0$0$0
TOM WESTON
MEMBER1.00Yes (X)$0$0$0
SIGURD MOLLAND
MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,850TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$82,516AllOtherContributionsAmt
Total Contributions$82,516TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,071TotalRevenueColumnAmt
Exclusion$64,071ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$237,799SecuritiesAmt
Other$43,599OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$175,873SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$61,926SecuritiesAmt
Other$43,599OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,525TotalRevenueColumnAmt
Exclusion$105,525ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$252,112TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$169,596ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$27,610TotalAmt
Program Services$27,610ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$104,550TotalAmt
Program Services$104,550ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,850TotalAmt
Management And General$1,850ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,790TotalAmt
Management And General$6,790ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,043TotalAmt
Management And General$1,043ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
VIROQUA FIRE TRAINING T$18,960$18,960
REDLOU$11,241$11,241
VIROQUA CEMETERY ASSOCI$5,359$5,359
VIROQUA MIDDLE SCHOOL F$850$850

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$730TotalAmt
Program Services$90ProgramServicesAmt
Management And General$640ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$178,983TotalAmt
Program Services$168,660ProgramServicesAmt
Management And General$10,323ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$434,840BOYAmt
EOY$346,094EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,500BOYAmt
EOY$10,500EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,430,282BOYAmt
EOY$2,767,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,896,622BOYAmt
EOY$3,123,675EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$143,534BOYAmt
EOY$189,708EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,753,088BOYAmt
EOY$2,933,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,896,622BOYAmt
EOY$3,123,675EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,896,622BOYAmt
EOY$3,123,675EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$73,129ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$153,924NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$243,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$159,519CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$860,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,419CurrentTaxYearMinus1YearAmt
Current Tax Year$82,516CurrentTaxYearAmt
Total$1,466,234TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,560CurrentTaxYearMinus3YearsAmt
Total$4,560TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$243,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$164,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$860,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,419CurrentTaxYearMinus1YearAmt
Current Tax Year$82,516CurrentTaxYearAmt
Total$1,470,794TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Total$10,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Total$10,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,460,794PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,917CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,491CurrentTaxYearMinus1YearAmt
Current Tax Year$64,071CurrentTaxYearAmt
Total$433,588TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,931CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,917CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,491CurrentTaxYearMinus1YearAmt
Current Tax Year$64,071CurrentTaxYearAmt
Total$433,588TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$392,149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,257CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$873,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$190,910CurrentTaxYearMinus1YearAmt
Current Tax Year$146,587CurrentTaxYearAmt
Total$1,904,382TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.76710PublicSupportCY509Pct
Public Support PY5090.73850PublicSupportPY509Pct
Investment Income CY0.22770InvestmentIncomeCYPct
Investment Income PY0.25640InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,453,044BeginningYearBalanceAmt
Contributions$68,603ContributionsAmt
Investment Earnings Or Losses$278,087InvestmentEarningsOrLossesAmt
Grants Or Scholarships$99,315GrantsOrScholarshipsAmt
End Year Balance$2,700,419EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,884,601BeginningYearBalanceAmt
Contributions$71,986ContributionsAmt
Investment Earnings Or Losses-$393,043InvestmentEarningsOrLossesAmt
Grants Or Scholarships$110,500GrantsOrScholarshipsAmt
End Year Balance$2,453,044EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,355,322BeginningYearBalanceAmt
Contributions$341,355ContributionsAmt
Investment Earnings Or Losses$277,424InvestmentEarningsOrLossesAmt
Grants Or Scholarships$89,500GrantsOrScholarshipsAmt
End Year Balance$2,884,601EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,243,454BeginningYearBalanceAmt
Contributions$25,431ContributionsAmt
Investment Earnings Or Losses$184,287InvestmentEarningsOrLossesAmt
Grants Or Scholarships$97,850GrantsOrScholarshipsAmt
End Year Balance$2,355,322EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,986,538BeginningYearBalanceAmt
Contributions$25,456ContributionsAmt
Investment Earnings Or Losses$328,003InvestmentEarningsOrLossesAmt
Grants Or Scholarships$55,900GrantsOrScholarshipsAmt
Other Expenditures$18,046OtherExpendituresAmt
Administrative Expenses$22,597AdministrativeExpensesAmt
End Year Balance$2,243,454EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04030BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95970PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$406,036TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$153,924NetUnrealizedGainsInvstAmt
Revenue Not Reported$153,924RevenueNotReportedAmt
Revenue Subtotal$252,112RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$252,112TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$178,983TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$178,983ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$178,983TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS A NON-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ADOPTED THE RECENT ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient45RecipientCnt
Cash Grant$104,550CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ARE ASKED IF THEY ARE FOLLOWING THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.

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