OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION (EIN 39-2034571)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-17
- IRS object ID
- 202340179349301524
- Schema version
- 2021v4.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-17T14:42:59-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12237 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543072237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392034571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSHK | BusinessNameControlTxt |
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WYMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9204263993 | PhoneNum |
| Signature | 2023-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | WYMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI REXRODE CPA MST | PreparerPersonNm |
| PTIN | P00096513 | PTIN |
| Phone | 9206620016 | PhoneNum |
| Preparation | 2023-01-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM WYMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,816,461 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSHKOSHAREACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | RECEIVE & ACCEPT PROPERTY TO BE ADMINISTERED FOR THE BENEFIT OF THE PEOPLE & INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY, AND RIPON, WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 188 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,222,963 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,264,511 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,374,945 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,014,449 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,146 | PYOtherRevenueAmt |
| CY Other Revenue | $255,721 | CYOtherRevenueAmt |
| PY Total Revenue | $9,861,054 | PYTotalRevenueAmt |
| CY Total Revenue | $17,534,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,406,479 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,355,561 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $802,289 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $835,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $282,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $602,614 | PYOtherExpensesAmt |
| CY Other Expenses | $684,724 | CYOtherExpensesAmt |
| PY Total Expenses | $7,811,382 | PYTotalExpensesAmt |
| CY Total Expenses | $9,875,386 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,049,672 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,659,295 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $154,206,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,509,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,136,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,589,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $102,070,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,920,075 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION ACCOMPLISHES THIS THROUGH: LEADERSHIP AND FUNDING TO ADDRESS CURRENT AND EMERGING NEEDS; COLLABORATION AND PARTNERSHIP WITH DONORS OR OTHERS TO ENSURE LASTING IMPACT; AND OUTSTANDING STEWARDSHIP AND INSPIRED PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,579,705 | ExpenseAmt |
| Grant | $8,355,561 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS ORGANIZED TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE AND THE INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY AND RIPON, WISCONSIN. GRANTMAKING AND FUND DEVELOPMENT IS CONDUCTED: FOR ASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS; FOR PROMOTING EDUCATION AND SCIENTIFIC RESEARCH; FOR FURNISHING EDUCATIONAL OPPORTUNITIES TO INDIVIDUALS; FOR CARE OF THE SICK, AGED OR HELPLESS; TO IMPROVE LIVING CONDITIONS AND TO PROVIDE RECREATION FOR ALL CLASSES; TO ENHANCE AND PROMOTE ECONOMIC DEVELOPMENT; TO ENHANCE AND PROMOTE PHILANTHROPY; FOR OTHER CHARITABLE PURPOSES AS WILL BEST MAKE FOR THE MENTAL, MORAL AND PHYSICAL IMPROVEMENT OF THE INHABITANTS OF THE SERVICE AREA REGARDLESS OF RACE, COLOR OR CREED; TO DISTRIBUTE PROPERTY IN ACCORDANCE WITH THE TERMS OF GIFTS; TO DISTRIBUTE PROPERTY TO QUALIFIED CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $8,579,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SHEAHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JEFF TREMBLY | |||||||
| BOARD PRESIDENT (THRU JUNE '22) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN MCCLONE | |||||||
| BOARD VICE-PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON FELTZ | |||||||
| BOARD TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODIE LARSEN | |||||||
| BOARD SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICTOR ALATORRE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA BELTRAN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BRODERICK | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CASTLE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GALLOWAY | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA HINRICHS | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN OLSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN PFAENDTNER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL REFF | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY RENNING | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAREY SHARPE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL SCOTT SITTER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WYMAN | |||||||
| PRESIDENT & CEO | 40.00 | 1.00 | Yes (X) | $165,594 | $0 | $7,285 | |
| JENNIFER SHEAHAN | |||||||
| DIRECTOR OF FINANCE & ADMIN | 40.00 | 1.00 | Yes (X) | $130,957 | $0 | $1,620 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $296,551 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,905 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,264,511 | AllOtherContributionsAmt |
| Noncash Contributions | $3,194,598 | NoncashContributionsAmt |
| Total Contributions | $13,264,511 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,175,568 | TotalRevenueColumnAmt |
| Exclusion | $2,175,568 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,120,661 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,281,780 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,838,881 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,838,881 | TotalRevenueColumnAmt |
| Exclusion | $1,838,881 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $255,721 | TotalRevenueColumnAmt |
| Exclusion | $255,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $255,721 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,534,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,270,170 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,537,092 | TotalAmt |
| Program Services | $7,537,092 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,469 | TotalAmt |
| Program Services | $818,469 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,159 | TotalAmt |
| Management And General | $231,268 | ManagementAndGeneralAmt |
| Fundraising | $91,891 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,400 | TotalAmt |
| Program Services | $143,712 | ProgramServicesAmt |
| Management And General | $139,637 | ManagementAndGeneralAmt |
| Fundraising | $84,051 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,543 | TotalAmt |
| Program Services | $7,505 | ProgramServicesAmt |
| Management And General | $82,512 | ManagementAndGeneralAmt |
| Fundraising | $4,526 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,999 | TotalAmt |
| Program Services | $10,545 | ProgramServicesAmt |
| Management And General | $26,819 | ManagementAndGeneralAmt |
| Fundraising | $12,635 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,870 | TotalAmt |
| Management And General | $18,870 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,263 | TotalAmt |
| Management And General | $285,263 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687 | TotalAmt |
| Program Services | $2,687 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,614 | TotalAmt |
| Program Services | $18,675 | ProgramServicesAmt |
| Management And General | $46,595 | ManagementAndGeneralAmt |
| Fundraising | $57,344 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,943 | TotalAmt |
| Program Services | $2,751 | ProgramServicesAmt |
| Management And General | $19,181 | ManagementAndGeneralAmt |
| Fundraising | $5,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,307 | TotalAmt |
| Program Services | $6,376 | ProgramServicesAmt |
| Management And General | $77,931 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,653 | TotalAmt |
| Program Services | $8,480 | ProgramServicesAmt |
| Management And General | $18,745 | ManagementAndGeneralAmt |
| Fundraising | $6,428 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,466 | TotalAmt |
| Program Services | $1,175 | ProgramServicesAmt |
| Management And General | $406 | ManagementAndGeneralAmt |
| Fundraising | $2,885 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,297 | TotalAmt |
| Management And General | $997 | ManagementAndGeneralAmt |
| Fundraising | $3,300 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,969 | TotalAmt |
| Program Services | $6,040 | ProgramServicesAmt |
| Management And General | $13,350 | ManagementAndGeneralAmt |
| Fundraising | $4,579 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,925 | TotalAmt |
| Program Services | $3,005 | ProgramServicesAmt |
| Management And General | $6,642 | ManagementAndGeneralAmt |
| Fundraising | $2,278 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $21,995 | $286 | $21,420 | $289 |
| PUBLICATIONS | $21,501 | $7,953 | $10,854 | $2,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,234 | TotalAmt |
| Program Services | $4,954 | ProgramServicesAmt |
| Management And General | $13,163 | ManagementAndGeneralAmt |
| Fundraising | $4,117 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875,386 | TotalAmt |
| Program Services | $8,579,705 | ProgramServicesAmt |
| Management And General | $1,013,653 | ManagementAndGeneralAmt |
| Fundraising | $282,028 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,110 | BOYAmt |
| EOY | $530,505 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,768,273 | BOYAmt |
| EOY | $3,260,594 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $163,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,807 | BOYAmt |
| EOY | $143,709 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,998 | BOYAmt |
| EOY | $99,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $894,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $358,473 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,702 | BOYAmt |
| EOY | $535,883 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,451,364 | BOYAmt |
| EOY | $128,822,488 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,125,015 | BOYAmt |
| EOY | $6,464,540 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,731 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,274 | BOYAmt |
| EOY | $488,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,206,274 | BOYAmt |
| EOY | $140,509,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,020 | BOYAmt |
| EOY | $111,311 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,805 | BOYAmt |
| EOY | $2,809,724 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,333 | BOYAmt |
| EOY | $239,807 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,177,098 | BOYAmt |
| EOY | $43,428,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,136,256 | BOYAmt |
| EOY | $46,589,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,926,648 | BOYAmt |
| EOY | $93,920,075 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,370 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,070,018 | BOYAmt |
| EOY | $93,920,075 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,206,274 | BOYAmt |
| EOY | $140,509,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,659,295 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$15,798,014 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,224 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,145,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,552,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,111,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,222,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,264,511 | CurrentTaxYearAmt |
| Total | $40,296,563 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,145,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,552,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,111,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,222,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,264,511 | CurrentTaxYearAmt |
| Total | $40,296,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,347,156 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,949,407 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,314,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,443,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,684,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,405,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,175,568 | CurrentTaxYearAmt |
| Total | $8,023,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,320,520 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,126,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 184 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,872,221 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,557,050 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $19,546,621 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,006,978 | BeginningYearBalanceAmt |
| Contributions | $2,124,848 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,092,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $812,420 | OtherExpendituresAmt |
| Administrative Expenses | $500,147 | AdministrativeExpensesAmt |
| End Year Balance | $24,726,948 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,183,347 | BeginningYearBalanceAmt |
| Contributions | $732,424 | ContributionsAmt |
| Investment Earnings Or Losses | $7,127,156 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $597,205 | OtherExpendituresAmt |
| Administrative Expenses | $438,744 | AdministrativeExpensesAmt |
| End Year Balance | $27,006,978 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,406,970 | BeginningYearBalanceAmt |
| Contributions | $166,106 | ContributionsAmt |
| Investment Earnings Or Losses | -$401,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600,940 | OtherExpendituresAmt |
| Administrative Expenses | $387,572 | AdministrativeExpensesAmt |
| End Year Balance | $20,183,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,742,744 | BeginningYearBalanceAmt |
| Contributions | $89,032 | ContributionsAmt |
| Investment Earnings Or Losses | $616,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,418 | OtherExpendituresAmt |
| Administrative Expenses | $391,368 | AdministrativeExpensesAmt |
| End Year Balance | $21,406,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,444,068 | BeginningYearBalanceAmt |
| Contributions | $468,273 | ContributionsAmt |
| Investment Earnings Or Losses | $1,858,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $635,134 | OtherExpendituresAmt |
| Administrative Expenses | $393,016 | AdministrativeExpensesAmt |
| End Year Balance | $21,742,744 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,000 | OtherCostOrOtherBasisAmt |
| Book Value | $137,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $643,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,516 | DepreciationAmt |
| Book Value | $383,847 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,957 | DepreciationAmt |
| Book Value | $15,036 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $535,883 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SPECIFIED BENEFICIARIES | $43,427,356 |
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $1,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,428,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. A DONOR AGREEMENT IS MAINTAINED FOR EACH INDIVIDUAL ENDOWMENT FUND THAT SPECIFIES THE PURPOSE OF THE FUND AND THE DURATION OF THE RESTRICTION. |
| PART X, LINE 2: | THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT-RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS IN FOREIGN ENTITIES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $973,841 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $973,841 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $973,841 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (96 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ADVOCAP INC | ||||||||
| 19 W FIRST STREET | FOND DU LAC | WI | 54936 | 391053365 | 501(C)(3) | $48,500 | $0 | PROGRAM SUPPORT |
| ALGOMA BOULEVARD UNITED METHODIST CHURCH | ||||||||
| 1174 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390892454 | 501(C)(3) | $13,905 | $0 | PROGRAM SUPPORT |
| APRICITY | ||||||||
| 1010 STROHMEYER DRIVE | NEENAH | WI | 54956 | 391229161 | 501(C)(3) | $22,500 | $0 | PROGRAM SUPPORT |
| ASHP FOUNDATION | ||||||||
| 4500 ESAT-WEST HWY STE 900 | BETHESDA | MD | 20814 | 520807628 | 501(C)(3) | $15,625 | $0 | PROGRAM SUPPORT |
| BEAMING INC | ||||||||
| 2692 COUNTY RD GG | NEENAH | WI | 54956 | 201797140 | 501(C)(3) | $11,560 | $0 | PROGRAM SUPPORT |
| BELLA MEDICAL CLINIC | ||||||||
| 1484 W SOUTH PARK AVENUE | OSHKOSH | WI | 54902 | 391783119 | 501(C)(3) | $38,200 | $0 | PROGRAM SUPPORT |
| BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN | ||||||||
| 1331 AMERICAN DRIVE | NEENAH | WI | 54956 | 396103907 | 501(C)(3) | $5,950 | $0 | PROGRAM SUPPORT |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | ||||||||
| 3821 COUNTY E | EGG HARBOR | WI | 54209 | 363032002 | 501(C)(3) | $10,100 | $0 | PROGRAM SUPPORT |
| B'NAI ISRAEL TEMPLE | ||||||||
| 1121 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 396281886 | 501(C)(3) | $10,448 | $0 | PROGRAM SUPPORT |
| BOCA GRANDE HEALTH CLINIC FOUNDATION | ||||||||
| PO BOX 2340 | BOCA GRANDE | FL | 33921 | 571160149 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| BOCA GRANDE METHODIST CHURSH | ||||||||
| PO BOX 524 | BOCA GRANDE | FL | 33921 | 582221539 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT |
| BOYS & GIRLS BRIGADE ASSOCIATION INC | ||||||||
| 109 W COLUMBIAN AV | NEENAH | WI | 54957 | 390813396 | 501(C)(3) | $12,500 | $0 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF OSHKOSH INC | ||||||||
| 501 E PARKWAY AVENEU | OSHKOSH | WI | 54901 | 396120658 | 501(C)(3) | $687,900 | $0 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA | ||||||||
| 344 BROADWAY STREET | BERLIN | WI | 54923 | 820721270 | 501(C)(3) | $92,500 | $0 | PROGRAM SUPPORT |
| CAMP ONE STEP | ||||||||
| 213 W INSTITUTE PLACE STE 410 | CHICAGO | IL | 60610 | 364263831 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| CASA ESTHER INC | ||||||||
| 320 N WEBSTER AVENUE | OMRO | WI | 54963 | 262572419 | 501(C)(3) | $8,140 | $0 | PROGRAM SUPPORT |
| CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY | ||||||||
| 1825 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | 391924921 | 501(C)(3) | $103,643 | $0 | PROGRAM SUPPORT |
| CATHOLIC RELIEF SERVICES | ||||||||
| PO BOX 17145 | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT |
| CHILDREN'S HOSPITAL OF WISCONSIN COMMUNITY SERVICES | ||||||||
| 1466 WATER STREET | STEVENS POINT | WI | 54481 | 390806380 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||||
| 206 ALGOMA BOULEVARD | OSHKOSH | WI | 54902 | 391441770 | 501(C)(3) | $91,753 | $0 | PROGRAM SUPPORT |
| CITY OF MARKESAN | ||||||||
| 150 S BRIDGE STREET | MARKESAN | WI | 53946 | 396006314 | CITY OF MARKESAN | $15,034 | $0 | PROGRAM SUPPORT |
| CITY OF OSHKOSH | ||||||||
| 215 CHURCH STREET | OSHKOSH | WI | 54903 | 396005563 | CITY OF OSHKOSH | $279,333 | $0 | FIRE DEPARTMENT, PUBLIC LIBRARY, PUBLIC MUSEUM, POLICE DEPARTMENT, PARKS DEPARTMENT & SENIOR CENTER PROGRAM |
| CLIFF HAGAN BOYS & GIRLS CLUB INC | ||||||||
| 3415 BUCKLAND SQUARE | OWENSBORO | KY | 42301 | 610663746 | 501(C)(3) | $8,300 | $0 | PROGRAM SUPPORT |
| COMMUNITY CLOTHES CLOSET | ||||||||
| 1465-B OPPORTUNITY WAY | MENASHA | WI | 54952 | 391394270 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT |
| COTS INC | ||||||||
| 819 S WEST AVENUE | APPLETON | WI | 54915 | 391913179 | 501(C)(3) | $395,621 | $0 | PROGRAM SUPPORT |
| DAY BY DAY WARMING SHELTER INC | ||||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | 275557420 | 501(C)(3) | $70,991 | $0 | PROGRAM SUPPORT |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | 133433452 | 501(C)(3) | $11,800 | $0 | PROGRAM SUPPORT |
| EAA AVIATION FOUNDATION INC | ||||||||
| 3000 POBEREZNY RD | OSHKOSH | WI | 54902 | 391033301 | 501(C)(3) | $7,540 | $0 | PROGRAM SUPPORT |
| EVERGREEN FOUNDATION INC | ||||||||
| 1130 N WESTFIELD STREET | OSHKOSH | WI | 54902 | 391081800 | 501(C)(3) | $24,905 | $0 | PROGRAM SUPPORT |
| FATHER CARR'S PLACE 2B LTD | ||||||||
| 1062 N KOELLER STREET | OSHKOSH | WI | 54902 | 391334342 | 501(C)(3) | $7,808 | $0 | PROGRAM SUPPORT |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 2911 W EVERGREEN DRIVE | APPLETON | WI | 54913 | 391384593 | 501(C)(3) | $49,148 | $0 | PROGRAM SUPPORT |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 137 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390824861 | 501(C)(3) | $12,300 | $0 | PROGRAM SUPPORT |
| FIRST CONGREGATIONAL CHURCH - RIPON | ||||||||
| 220 RANSOM STREET | RIPON | WI | 54971 | 396026190 | 501(C)(3) | $76,567 | $0 | PROGRAM SUPPORT |
| FIRST ENGLISH LUTHERAN CHURCH | ||||||||
| 1013 MINNESOTA STREET | OSHKOSH | WI | 54902 | 390818688 | 501(C)(3) | $9,200 | $0 | PROGRAM SUPPORT |
| FOOD FOR THE POOR INC | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | 592174510 | 501(C)(3) | $5,500 | $0 | PROGRAM SUPPORT |
| FOX CITIES PERFORMING ART CENTER | ||||||||
| 400 W COLLEGE AVENUE | APPLETON | WI | 54911 | 391977839 | 501(C)(3) | $30,922 | $0 | PROGRAM SUPPORT |
| FOX VALLEY MEMORY PROJECT | ||||||||
| 1800 APPLETON RD | MENASHA | WI | 54952 | 823556549 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| FOX VALLEY TECHNICAL COLLEGE FOUNDATION | ||||||||
| 1825 N BLUEMOUND DRIVE | APPLETON | WI | 54912 | 391264389 | 501(C)(3) | $151,664 | $0 | PROGRAM SUPPORT |
| FUTURE OMRO | ||||||||
| 130 W LARRABEE STREET | OMRO | WI | 54963 | 454047714 | 501(C)(3) | $7,400 | $0 | PROGRAM SUPPORT |
| GARRETT EVANGELICAL THEOLOGICAL SEMINARY | ||||||||
| 2121 SHERIAN RD | EVANSTON | IL | 60201 | 362167085 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC | ||||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 391016314 | 501(C)(3) | $5,500 | $0 | PROGRAM SUPPORT |
| GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION FOUNDATION | ||||||||
| 100 N MAIN STREET NO 104 | OSHKOSH | WI | 54901 | 473947981 | 501(C)(3) | $12,850 | $0 | PROGRAM SUPPORT |
| GREATER PRAISE CHURCH OF GOD IN CHRIST | ||||||||
| 5422 W CENTER STREET | MILWAUKEE | WI | 53210 | 463946764 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| GREEN LAKE AREA CHAMBER OF COMMERCE INC | ||||||||
| 550 MILL STREET | GREEN LAKE | WI | 54941 | 391167951 | 501(C)(6) | $13,701 | $0 | PROGRAM SUPPORT |
| GREEN LAKE FESTIVAL OF MUSIC | ||||||||
| PO BOX 569 | RIPON | WI | 54971 | 391336204 | 501(C)(3) | $6,820 | $0 | PROGRAM SUPPORT |
| GREEN LAKE GREENWAYS | ||||||||
| PO BOX 321 | GREEN LAKE | WI | 54941 | 270897753 | 501(C)(3) | $75,000 | $0 | PROGRAM SUPPORT |
| HABITAT FOR HUMANITY OF OSHKOSH | ||||||||
| 2559 BADGER AVENUE | OSHKOSH | WI | 54904 | 391657039 | 501(C)(3) | $12,563 | $0 | PROGRAM SUPPORT |
| HEAR IN THE FOX CITIES | ||||||||
| 1948 PALISADES | APPLETON | WI | 54915 | 815289234 | 501(C)(3) | $7,575 | $0 | PROGRAM SUPPORT |
| INSPIRATION THEATRE INC | ||||||||
| 7780 COUNTY ROAD MM | LARSEN | WI | 54947 | 463617360 | 501(C)(3) | $13,000 | $0 | PROGRAM SUPPORT |
| JAKE'S NETWORK OF HOPE | ||||||||
| 2396 INDUSTRIAL DRIVE | NEENAH | WI | 54956 | 463062817 | 501(C)(3) | $12,220 | $0 | PROGRAM SUPPORT |
| LOURDES ACADEMY OF OSHKOSH WISCONSIN INC | ||||||||
| 250 N SAWYER STREET | OSHKOSH | WI | 54902 | 391911111 | 501(C)(3) | $674,472 | $0 | PROGRAM SUPPORT |
| MERCY HEALTH FOUNDATION | ||||||||
| 500 S OAKWOOD ROAD | OSHKOSH | WI | 54904 | 237140261 | 501(C)(3) | $7,950 | $0 | PROGRAM SUPPORT |
| MUSEUM OF WRITING INSTRUMENTS | ||||||||
| 6465 PAULSON RD | WINNECONNE | WI | 54986 | 815095888 | 501(C)(3) | $6,050 | $0 | PROGRAM SUPPORT |
| NEENAH ANIMAL SHELTER | ||||||||
| 951 COUNTY RD G | NEENAH | WI | 54956 | 391030012 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT |
| NEENAH JOINT SCHOOL DISTRICT | ||||||||
| 410 SOUTH COMMERCIAL STREET | NEENAH | WI | 54956 | 396003606 | STATE OF WI | $76,295 | $0 | PROGRAM SUPPORT |
| NEW MENTAL HEALTH CONNECTION | ||||||||
| PO BOX 374 | APPLETON | WI | 54912 | 452657700 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT |
| NEW NORTH INC | ||||||||
| 2740 W MASON ST | GREEN BAY | WI | 54303 | 260114487 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| NUESTROS PEQUENOS HERMANOS | ||||||||
| 1400 VAN BUREN ST NE STE 200 | MINNEAPOLIS | MN | 55413 | 866054413 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT |
| OSHKOSH AREA COMMUNITY PANTRY INC | ||||||||
| 2551 JACKSON STREET | OSHKOSH | WI | 54901 | 263714702 | 501(C)(3) | $26,590 | $0 | PROGRAM SUPPORT |
| OSHKOSH AREA COMMUNITY PROPERTY CORPORATION | ||||||||
| 230 OHIO STREET SUITE 100 | OSHKOSH | WI | 54902 | 272441813 | 501(C)(3) | $454,766 | $0 | PURCHASE OF BUILDING |
| OSHKOSH AREA HUMANE SOCIETY INC | ||||||||
| 1925 SHELTER COURT | OSHKOSH | WI | 54901 | 391709813 | 501(C)(3) | $33,456 | $0 | PROGRAM SUPPORT |
| OSHKOSH AREA SCHOOL DISTRICT | ||||||||
| 215 S EAGLE STREET | OSHKOSH | WI | 54903 | 391414354 | STATE OF WI | $42,639 | $0 | PROGRAM SUPPORT |
| OSHKOSH AREA UNITED WAY | ||||||||
| 21 W NEW YORK AVENUE | OSHKOSH | WI | 54901 | 391017908 | 501(C)(3) | $64,000 | $0 | PROGRAM SUPPORT |
| OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 120 JACKSON STREET | OSHKOSH | WI | 54901 | 260015746 | 501(C)(3) | $5,850 | $0 | PROGRAM SUPPORT |
| OSHKOSH COMMUNITY YMCA | ||||||||
| 324 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 390878909 | 501(C)(3) | $53,685 | $0 | PROGRAM SUPPORT |
| OSHKOSH OPERA HOUSE FOUNDATION | ||||||||
| 222 PEARL AVENUE | OSHKOSH | WI | 54903 | 391569883 | 501(C)(3) | $18,677 | $0 | PROGRAM SUPPORT |
| OSHKOSH SATURDAY FARMERS MARKET INC | ||||||||
| PO BOX 1201 | OSHKOSH | WI | 54903 | 455135065 | 501(C)(4) | $6,897 | $0 | PROGRAM SUPPORT |
| OSHKOSH SOUTHWEST ROTARY | ||||||||
| PO BOX 1202 | OSHKOSH | WI | 54903 | 391460106 | 501(C)(3) | $8,607 | $0 | PROGRAM SUPPORT |
| OSHKOSH YOUTH SYMPHONY INC | ||||||||
| PO BOX 3093 | OSHKOSH | WI | 54903 | 814244834 | 501(C)(3) | $13,294 | $0 | PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF WISCONSIN INC | ||||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | 390863391 | 501(C)(3) | $27,500 | $0 | PROGRAM SUPPORT |
| PRAISE HIS NAME WITH DANCING INC | ||||||||
| 1933 EMILY ANNE DRIVE | OSHKOSH | WI | 54904 | 832375386 | 501(C)(3) | $9,900 | $0 | PROGRAM SUPPORT |
| REACH COUNSELING SERVICES | ||||||||
| 1509 S COMMERCIAL ST | NEENAH | WI | 54956 | 391292277 | 501(C)(3) | $48,750 | $0 | PROGRAM SUPPORT |
| RIPON AREA SCHOOL DISTRICT | ||||||||
| 1120 METOMEN STREET | RIPON | WI | 54971 | 396004200 | STATE OF WI | $70,515 | $0 | PROGRAM SUPPORT |
| RIPON MAIN STREET INC | ||||||||
| 301-1/2 WATSON STREET | RIPON | WI | 54971 | 391655234 | 501(C)(3) | $20,761 | $0 | PROGRAM SUPPORT |
| SAFE HARBOR OF SHEBOYGAN COUNTY | ||||||||
| 929 NIAGARA AVENUE | SHEBOYGAN | WI | 53081 | 391690041 | 501(C)(3) | $25,500 | $0 | PROGRAM SUPPORT |
| SALVATION ARMY FOX CITIES | ||||||||
| 130 E NORTH STREET | APPLETON | WI | 54912 | 362167910 | 501(C)(3) | $6,844 | $0 | PROGRAM SUPPORT |
| SALVATION ARMY-OSHKOSH | ||||||||
| 417 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 133485289 | 501(C)(3) | $43,377 | $0 | PROGRAM SUPPORT |
| SLEEP IN HEAVENLY PEACE INC | ||||||||
| 1560 ELDRIDGE AVENUE | TWIN FALLS | ID | 83301 | 464346568 | 501(C)(3) | $33,300 | $0 | PROGRAM SUPPORT |
| SOLUTIONS RECOVERY INC | ||||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | 392039973 | 501(C)(3) | $227,496 | $0 | PROGRAM SUPPORT |
| ST JUDE THE APOSTLE PARISH | ||||||||
| 1025 5TH AVENUE | OSHKOSH | WI | 54902 | 390806353 | 501(C)(3) | $10,200 | $0 | PROGRAM SUPPORT |
| ST MARY'S FOOD BANK ALLIANCE | ||||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | 237353532 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| ST RAPHAEL THE ARCHANGEL CHURCH | ||||||||
| 830 S WESTHAVEN DRIVE | OSHKOSH | WI | 54904 | 391162769 | 501(C)(3) | $13,471 | $0 | PROGRAM SUPPORT |
| THE PAINE ART CENTER AND GARDENS | ||||||||
| 1410 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390785483 | 501(C)(3) | $260,777 | $0 | PROGRAM SUPPORT |
| THEDACARE FAMILY OF FOUNDATIONS INC | ||||||||
| 1818 N MEADE STREET | APPLETON | WI | 54911 | 464112255 | 501(C)(3) | $6,844 | $0 | PROGRAM SUPPORT |
| THRASHER OPERA HOUSE CORPORATION | ||||||||
| 510 MILL STREET | GREEN LAKE | WI | 54941 | 391915602 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT |
| TRI-COUNTY COMMUNITY DENTAL CLINIC INC | ||||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | 470862462 | 501(C)(3) | $14,700 | $0 | PROGRAM SUPPORT |
| UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 1220 LINDEN DRIVE | MADISON | WI | 53706 | 391805963 | STATE OF WI | $8,500 | $0 | PROGRAM SUPPORT |
| VALLEY CHRISTIAN SCHOOL | ||||||||
| 3450 VINLAND ROAD | OSHKOSH | WI | 54901 | 311706955 | 501(C)(3) | $17,073 | $0 | PROGRAM SUPPORT |
| WATER CITY CARE MISSION INC | ||||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | 843899508 | 501(C)(3) | $7,976 | $0 | PROGRAM SUPPORT |
| WAUSHARA COUNTY FOOD PANTRY | ||||||||
| 220A OAKRIDGE CT | WAUTOMA | WI | 54982 | 372002457 | WAUSHARA COUNTY | $79,321 | $0 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY | ||||||||
| 112 OTTER AVENUE | OSHKOSH | WI | 54903 | 396005760 | WINNEBAGO COUNTY | $23,526 | $0 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY HISTORICAL & ARCHAEOLOGICAL SOCIETY | ||||||||
| 234 CHURCH AVENUE | OSHKOSH | WI | 54901 | 237389090 | 501(C)(3) | $51,000 | $0 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY LITERACY COUNCIL | ||||||||
| 106 WASHINGTON AVE | OSHKOSH | WI | 54901 | 391679291 | 501(C)(3) | $41,500 | $0 | PROGRAM SUPPORT |
| WINNECONNE COMMUNITY SCHOOL DISTRICT | ||||||||
| 233 S 3RD AVENUE | WINNECONNE | WI | 54986 | 396005270 | STATE OF WI | $64,500 | $0 | PROGRAM SUPPORT |
| YMCA OF THE FOX CITIES | ||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | 390806191 | 501(C)(3) | $5,500 | $0 | PROGRAM SUPPORT |
| YOUTH GO INC | ||||||||
| 213 NICOLET BOULEVARD | NEENAH | WI | 54956 | 391137233 | 501(C)(3) | $7,485 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 94 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 484 | RecipientCnt |
| Cash Grant | $818,469 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN MONITORING GRANTS, THE PROGRAM OFFICER REQUESTS A FINAL REPORT FOR ALL UNRESTRICTED AND FIELD OF INTEREST GRANTS AT THE END OF THEIR GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WYMAN | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $162,594 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $3,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,285 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $172,879 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES (INCLUDING THE PRESIDENT & CEO) ARE ELIGIBLE TO RECEIVE ANNUAL NON-FIXED PERFORMANCE BONUS PAYMENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,194,598 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | GIFT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES A BROKERAGE FIRM TO ACCEPT STOCK GIFTS. THE BROKERAGE FIRM HAS STANDING INSTRUCTIONS TO SELL STOCK GIFTS AS SOON AS ADMINISTRATIVELY FEASIBLE AND TO SEND PROCEEDS OF SALES TO THE FOUNDATION. WHEN THERE ARE INSTANCES OF PROPERTY GIFTS, ATTORNEYS, REALTORS, ETC. ARE USED TO FACILIATE THE RECEIPT AND SALE PROCESSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS FORM 990 AND THEN THE FORM 990 GOES BEFORE THE FULL BOARD TO BE REVIEWED AND APPROVED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AN UPDATED CONFLICT OF INTEREST POLICY ANNUALLY. BOARD MEMBERS ARE REQUIRED TO IDENTIFY ANY CONFLICTS OF INTEREST WHEN VOTING MATTERS ARISE. THE EXECUTIVE ASSISTANT ALSO REVIEWS VOTING MATTERS AGAINST KNOWN CONFLICTS OF INTEREST. MEMBERS ARE ALLOWED TO PARTICIPATE IN DISCUSSIONS BUT MUST ABSTAIN FROM VOTING ON MATTERS WHERE THERE ARE CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE SALARY OF THE CEO. THE CEO IS RESPONSIBLE FOR DETERMINING THE SALARIES OF OTHER STAFF MEMBERS. BOTH UTILIZE THE SALARY SURVEY RESULTS PUBLISHED BY THE COUNCIL ON FOUNDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE PUBLISHED TO THE WEBSITE AND AVAILABLE THERE FOR THE FIVE MOST RECENT FISCAL YEARS. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, MADE TO THE FOUNDATION OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITY -11,224. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY PROPERTY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272441813 | EIN |
| Primary Activities | TO SUPPORT OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY PROPERTY CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $454,766 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments