BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FAMILY FOUNDATION INC (EIN 41-1979864)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-05
- IRS object ID
- 202330959349100323
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-05T16:57:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411979864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 6125080524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 548299724 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6125080524 | PhoneNum |
| Signature | 2023-04-05 | 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 | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | 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 | 2022 | 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 | $1,172,132 | 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 | $190,533 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,615 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,615 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,715 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,715 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $907 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,968 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $228,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,945 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $661,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $667,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $892,187 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $890,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $947,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $890,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $947,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $947,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $947,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $948,413 | SubtotalAmt |
| Other Decreases | $1,265 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $947,148 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,097 | 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 | $7,097 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,806 | OverpaymentAmt |
| Applied To ES Tax | $6,806 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WI | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM C BROWN | IndividualWithBooksNm |
| Phone | 6125080524 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 548299724 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE M BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM C BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | V.P , SECRETARY, TREASURER & DIRECTOR | 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 |
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 | $955,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,108,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,108,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,092,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $54,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,309 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,115 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $16,209 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $36,876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,032,192 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,085,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,179,083 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,179,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,209 | ExcessFromYear4Amt |
| Excess From Year2 | $36,876 | ExcessFromYear2Amt |
| Excess From Year1 | $3,032,192 | ExcessFromYear1Amt |
| Excess From Current Year | $93,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM C BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | OPERATING | $5,000 |
| BADGER BOYS STATE INC | |||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | N/A | PC | OPERATING | $800 |
| BARRON AREA COMMUNITY CENTER | |||||||
| 800 MEMORIAL DRIVE | BARRON | WI | 54812 | N/A | PC | OPERATING | $2,000 |
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | |||||||
| 3100 CLARENDON BOULEVARD SUITE 800 | ARLINGTON | VA | 22201 | N/A | PC | OPERATING | $5,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | N/A | PC | OPERATING | $5,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | OPERATING | $13,000 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||||
| 1275 FIRST ST NE SUITE 1200 | WASHINGTON | DC | 20002 | N/A | PC | OPERATING | $2,000 |
| CHARITY NAVIGATOR FOUNDATION | |||||||
| 139 HARRISTOWN ROAD SUITE 201 | GLEN ROCK | NJ | 07452 | N/A | PC | OPERATING | $200 |
| ED ALLIES | |||||||
| 1621 E HENNEPIN AVE SUITE 295 | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $5,000 |
| FEED MY PEOPLE FOOD BANK | |||||||
| 2160 ALPINE ROAD | EAU CLAIRE | WI | 54703 | N/A | PC | OPERATING | $15,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN ST SECOND FLOOR | LONGMONT | CO | 80501 | N/A | PC | OPERATING | $3,000 |
| HENNEPIN THEATRE TRUST | |||||||
| 615 HENNEPIN AVE SUITE 140 | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $1,400 |
| JY6 FOUNDATION | |||||||
| 500 E AMIDON STREET | SIOUX FALLS | SD | 57104 | N/A | PC | OPERATING | $500 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1500 K ST NW 9TH FL | WASHINGTON | DC | 20005 | N/A | PC | OPERATING | $5,000 |
| LUCY BURNS INSTITUTE | |||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | N/A | PC | OPERATING | $5,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | N/A | PC | OPERATING | $1,000 |
| NAMI BARRON COUNTY | |||||||
| PO BOX 477 | RICE LAKE | WI | 54868 | N/A | PC | OPERATING | $2,000 |
| NAMI MINNESOTA | |||||||
| 800 TRANSFER ROAD SUITE 31 | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $5,000 |
| NATIONAL INDIAN WOMEN'S HEALTH RESOURCE CENTER | |||||||
| 1536 ECHOTA AVE | TAHLEQUAH | OK | 744645801 | N/A | PC | OPERATING | $3,000 |
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | |||||||
| 515 LAME DEER AVE | LAME DEER | MT | 590430099 | N/A | PC | OPERATING | $3,000 |
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD | |||||||
| S 3626 GARFIELD AVE | MINNEAPOLIS | MN | 55409 | N/A | PC | OPERATING | $3,000 |
| PARTNERSHIP FOR A HEALTHIER AMERICA INC | |||||||
| 1203 19TH ST NW 3RD FLOOR | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $5,000 |
| PLANNED PARENTHOOD MINNESOTA ETC | |||||||
| 671 VANDELIA STREET | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $15,000 |
| RICE LAKE COMMUNITY HEALTH FOUNDATION | |||||||
| PO BOX 617 | RICE LAKE | WI | 54868 | N/A | PC | OPERATING | $2,700 |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | N/A | PC | OPERATING | $12,500 |
| SPIRAL COLLECTIVE | |||||||
| PO BOX 8574 | MINNEAPOILS | MN | 55408 | N/A | PC | OPERATING | $100 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 554552010 | N/A | PC | OPERATING | $3,000 |
| VOTEORG | |||||||
| 4096 PIEDMONT AVE SUITE 368 | OAKLAND | CA | 94611 | N/A | PC | OPERATING | $5,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | N/A | PC | OPERATING | $200 |
| WISCONSIN AMERICAN LEGION FOUNDATION INC | |||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | N/A | PC | OPERATING | $1,000 |
| WISCONSIN DEMOCRACY CAMPAIGN | |||||||
| 203 S PATERSON ST SUITE 100 | MADISON | WI | 53703 | N/A | PC | OPERATING | $2,000 |
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||
| 105 FIFTH AVENUE S SUITE 300 | MINNEAPOLIS | MN | 55401 | N/A | PC | OPERATING | $10,000 |
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | N/A | PC | OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,719 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WCB CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $190,533 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,430 | Amt |
| Net Investment Income | $1,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,715 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P 500 | AT COST | $223,587 | $345,789 |
| VANGUARD INDEX FDS VANGUARD GROWTH | AT COST | $74,479 | $106,555 |
| ISHARES TRUST CORE MSCI EAFE | AT COST | $108,936 | $138,912 |
| PIMCO INCOME FUND INSTL FUND | AT COST | $132,580 | $118,291 |
| ISHARES INC CORE MSCI EMERGING | AT COST | $56,084 | $65,380 |
| VANGUARD VANGUARD SMALL CAP GROWTH INDEX FUNDS | AT COST | $18,698 | $28,075 |
| VANGUARD INDEX FDS VALUE | AT COST | $32,962 | $56,148 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $19,877 | $33,037 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,265 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $5,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $907 | $0 | $0 |
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