FEECO INTERNATIONAL FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FEECO INTERNATIONAL FOUNDATION INC (EIN 39-1916022)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-24
IRS object ID
202311149349100311
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-24T10:22:12-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11175 LOMBARDI AVENUE SUITE 200AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391916022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEECO INTERNATIONAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEECBusinessNameControlTxt
Phone9204681000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1821 S QUINCY STAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL MADIGANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9204695100PhoneNum
Signature2023-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastMADIGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY G FRANKPreparerPersonNm
PTINP00053569PTIN
Phone9204367800PhoneNum
Preparation2023-04-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,668,466FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,650DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,650DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,513NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,860GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,513CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,191TotalRevAndExpnssAmt
Total Net Invst Incm$86,191TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,536LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$768LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$768LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,557AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,778AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,779AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,709TaxesRevAndExpnssAmt
Taxes Net Invst Incm$392TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,652OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,613OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,454TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,551TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,547TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$166,553ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$166,553ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$200,007TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,551TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$113,816ExcessRevenueOverExpensesAmt
Net Investment Income$62,640NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$92,906SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$78,479SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$78,479SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$813,522CorporateStockBOYAmt
Corporate Stock EOY$1,314,781CorporateStockEOYAmt
Corporate Stock EOYFMV$1,978,794CorporateStockEOYFMVAmt
Other Investments BOY$574,306OtherInvestmentsBOYAmt
Other Investments EOY$641,255OtherInvestmentsEOYAmt
Other Investments EOYFMV$611,193OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,480,734TotalAssetsBOYAmt
Total Assets EOY$2,034,515TotalAssetsEOYAmt
Total Assets EOYFMV$2,668,466TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,480,734RetainedEarningBOYAmt
Retained Earning EOY$2,034,515RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,480,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,034,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,480,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,034,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,480,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$113,816ExcessRevenueOverExpensesAmt
Other Increases$669,568OtherIncreasesAmt
Subtotal$2,036,486SubtotalAmt
Other Decreases$1,971OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,034,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #3300P$149,909$159,742-$9,833-$9,833
NICOLET NATIONAL #0900P$67,702$54,605$13,097$13,097
CAPITAL GAINS DIVIDENDSP$40,249$40,249$40,249
FieldValueIRS element (for citing)
Capital Gain Net Income$43,513CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$871SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,030EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,030TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Overpayment$1,151OverpaymentAmt
Applied To ES Tax$1,151AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL MADIGANIndividualWithBooksNm
Phone9204695100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13913 ALGOMA RDAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54311ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL MADIGAN
3913 ALGOMA RDGREEN BAYWI54311PRESIDENT/TREASURER/DIRECT0.10$0$0$0
LAURA MADIGAN
3913 ALGOMA RDGREEN BAYWI54311VICE PRESIDENT/SECRETARY/D0.10$0$0$0
JUSTIN MADIGAN
3913 ALGOMA RDGREEN BAYWI54311DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,219,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,340,121TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,340,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,305,019NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,251MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,251MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$114,380DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$119,380DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$119,380DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$169,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,380DistributableAsAdjustedAmt
Undistributed Income PY$84,683UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$11,277TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$169,100QualifyingDistributionsAmt
Applied To Year1$84,683AppliedToYear1Amt
Applied To Prior Years$11,277AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$46,240UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL MADIGANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL MADIGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13913 ALGOMA RDAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54311ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9204695100RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
BROWN COUNTY ORAL HEALTH PARTNERSHIP
1245 MAIN STREETGREEN BAYWI54302PCTO SUPPORT CHILDREN'S ORAL HEALTH$1,500
CHESTERTON ACADEMY
320 VICTORIA STGREEN BAYWI54302PCTO SUPPORT EDUCATION$1,000
FREEDOM HOUSE
2997 SAINT ANTHONY DRIVEGREEN BAYWI54311PCFUND CHARITABLE OBJECTIVES OF CHARITY$11,000NONE
FRIENDS OF NEW FRANKEN FIRE DEPARTMENT
PO BOX 79NEW FRANKENWI54229PCTO PROVIDE OPERATIONAL FUNDS FOR THE NEW FRANKEN FIRE DEPARTMENT$5,000NONE
GOLDEN HOUSE
1120 UNIVERSITY AVEGREEN BAYWI54302PUBLIC CHARITYFUND CHARITABLE OBJECTIVES OF CHARITY$10,000NONE
GREATER GREEN BAY COMMUNITY FOUNDATION
320 N BROADWAY STREET SUITE 260GREEN BAYWI54303PCGIVE BIG GREEN BAY CAMPAIGN$25,000NONE
HAPPILY EVER AFTER ANIMAL SANCTUARY
E5714 BORK ROADMARIONWI54950PCSPONSOR FRANKIE & SHAMROCK$2,500NONE
JACKIE NITCHKE CENTER
630 CHERRY STREETGREEN BAYWI54301PUBLIC CHARITYFUND CHARITABLE OBJECTIVES OF CHARITY$10,000NONE
LUCKY 7 DOG RESCUE
239 N BROADWAYGREEN BAYWI54302TO SUPPORT DOG RESCUE OPERATIONS$2,500
MIT LIEBE GERMAN SHEPHERD DOG RESCUE
PO BOX 376SUAMICOWI54173PCTO SUPPORT GERMAN SHEPHERD RESCUE$100
NATIONAL NORDIC FOUNDATION
143 LEXINGTON PKWY NST PAULMN55104PCTO SUPPORT ATHLETIC EXCELLENCE$103
NEW COMMUNITY SHELTER INC
301 MATHER STREETGREEN BAYWI54303PROVIDE SUPPORT FOR SHELTER PROGRAMS$10,000
NEW ZOO ANIMAL ADOPTION
4378 REFORESTATION RDGREEN BAYWI54313PCTO PROVIDE FINANCIAL SUPPORT FOR NEW ZOO ANIMAL CARE$1,400NONE
NOTRE DAME ACADEMY
610 MARYHILL DRGREEN BAYWI54303PCTO SUPPORT EDUCATION$1,244
NWTC FOUNDATION
PO BOX 19042GREEN BAYWI54307PUBLIC CHARITYFUND CHARITABLE OBJECTIVES OF CHARITY$10,000NONE
OPTIMIST CLUB FOUNDATION OF GREEN BAY
PO BOX 938GREEN BAYWI54305PCCONSTRUCTION FUNDS FOR AN CONCESSION STAND$20,961NONE
PAUL'S PANTRY
1520 LEO FRIGO DRIVEGREEN BAYWI54302PUBLIC CHARITYTO PROVIDE SUPPORT FOR THE HUNGRY - 120 TURKEYS$3,242NONE
RIBBON OF HOPE FOUNDATION
100 S BROADWAYDE PEREWI54115PCTO PROVIDE SUPPORT FOR THOSE DIAGNOSED WITH BREAST CANCER$1,000NONE
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCOPERATION CHRISTMAS CHILD$10,000NONE
ST JOHN THE EVANGELIST CHURCH
413 ST JOHN STREETGREEN BAYWI54301PCPROMOTING THE DISCOVERY OF THE CATHOLIC FAITH$5,000NONE
ST MARY'S PARISH
4805 SPORTSMAN DRDE PEREWI54115FUND RELIGIOUS BELIEFS OF THE CHARITY$5,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCTO SUPPORT FIRST RESPONDERS$10,000
UWGB PHOENIX FUND
2420 NICOLET DRIVEGREEN BAYWI54311PCTO SUPPORT UWGB ATHLETICS$7,400NONE
UWGB
2420 NICOLET DRIVEGREEN BAYWI54311GOVTO FUND UNIVERSITY OPERATIONS$10,000NONE
WISCONSIN HUMANE SOCIETY
1830 RADISSON STGREEN BAYWI54302PCADOPTION OF SENIOR DOGS$2,603NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$166,553TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,650ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,513ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$86,191ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,191TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCLIFTONLARSONALLEN LLPCategoryTxt
Amt$3,557Amt
Net Investment Income$1,778NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,779DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 6/30/19 IN THE AMOUNT OF $11,277.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO ACCOUNT 3300$655,398$798,371
NICOLET BANKSHARES INC$81,250$113,067
NICOLET WEALTH MANAGEMENT 0900 (AVAILABLE UPON REQUEST)$578,133$1,067,356

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO ACCOUNT 3300AT COST$464,656$412,134
WELLS FARGO ACCOUNT 3300AT COST$98,290$105,793
WELLS FARGO ACCOUNT 3300AT COST$75,073$82,433
NICOLET WEALTH MANAGEMENT 0900 (AVAILABLE UPON REQUEST)AT COST$3,236$10,833

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMENN LAW FIRMCategoryTxt
Legal Fees$1,536LegalFeesAmt
Net Investment Income$768NetInvestmentIncomeAmt
Disbursements Charitable Prps$768DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST CASH TO ACTUAL - PRIOR YEARS' ADJUSTMENTDesc
Amt$1,971Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET ADVISORY FEE$20,613$20,613$0
MISCELLANEOUS$39$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
TRANSFER OF STOCK FROM COMMON CONTROLLED FOUNDATION$635,973
TRANSFER OF CASH FROM COMMON CONTROLLED FOUNDATION$28,595
RECOVERY OF A PRIOR CHARITABLE DISTRIBUTION$5,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$392$392$0
EXCISE TAX$7,317$0$0

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