LANS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LANS FOUNDATION (EIN 33-1035017)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202311289349100316
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T08:16:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390934985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BEST & FRIEDRICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19 W24133 RIVERWOOD DR STE 200 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331035017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANS | BusinessNameControlTxt |
| Phone | 8156239018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J LANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8156239018 | PhoneNum |
| Signature | 2023-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | LANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH M ROBB | PreparerPersonNm |
| PTIN | P01242149 | PTIN |
| Phone | 2629566560 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $6,452,993 | 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 | $200,796 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $896,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,220,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,208,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,007,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,604 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $651 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,519 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,505 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $800,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,001,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,389 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $533,389 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,819,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,130,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,966,788 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,437,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,347,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,952,816 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,398,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,011,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,452,993 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,129,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,129,948 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,268,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,881,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,398,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,011,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,398,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,011,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,398,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $800,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,199,575 | SubtotalAmt |
| Other Decreases | $187,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,011,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,201,185 | $1,324,364 | $876,821 | $876,821 | |
| CAPITAL GAINS DIVIDENDS | $19,458 | $19,458 | $19,458 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,924 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | 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 | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,924 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SCOTT J LANS TRUSTEE | IndividualWithBooksNm |
| Phone | 8156239018 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE A LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT J LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE D LANS | ||||||||
| 342 INDIAN TRAIL | ROCKTON | IL | 61072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,499,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,836,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,836,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,734,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,924 | TotalTaxAmt |
| Distributable Before Adj | $322,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $322,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $322,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $339,632 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $339,632 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $321,777 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE A LANS | ContributingManagerNm |
| Contributing Manager | SCOTT J LANS | ContributingManagerNm |
| Contributing Manager | BRUCE D LANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELOIT HISTORICAL SOCIETY | ||||||
| 845 HACKETT STREET | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $7,500 |
| BELOIT MEALS ON WHEELS | ||||||
| 1534 SHORE DRIVE | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $217,500 |
| BELOIT REGIONAL HOSPICE | ||||||
| 655 THIRD STREET SUITE 200 | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $15,000 |
| CARITAS FOUNDATION | ||||||
| 2840 PRAIRIE AVE | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $20,000 |
| FAMILY PROMISE OF GREATER BELOIT | ||||||
| 1006 BLUFF STREET | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $10,000 |
| FAMILY SERVICES OF SOUTHERN WI & NORTHERN IL | ||||||
| 416 COLLEGE STREET | BELOIT | WI | 53511 | PUBLIC | GENERAL CHARITABLE | $6,000 |
| FIDELTY CHARITABLE | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PUBLIC | GENERAL CHARITABLE | $50,000 |
| GOLDIE B FLOBERG CENTER | ||||||
| 58 W ROCKTON ROAD | ROCKTON | IL | 61072 | PUBLIC | GENERAL CHARITABLE | $2,000 |
| OLD STONE CHURCH | ||||||
| 101 E UNION | ROCKTON | IL | 61072 | PUBLIC | GENERAL CHARITABLE | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $896,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,007,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,007,801 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE D LANS | |||||||
| 1 | 342 INDIAN TRAIL | ROCKTON | IL | 61072 | $100,353 | Yes (X) | Yes (X) |
| SCOTT J LANS | |||||||
| 2 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $100,443 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 293 SHARES MASTERCARD | $100,353 | 2022-12-20 |
| 2 | 461 SHARES EXXON MOBIL CORP & 145 SHS MASTERCARD | $100,443 | 2022-12-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACV AUCTIONS INC | $117,370 | $56,526 |
| ALPHABET | $114,082 | $255,867 |
| AMAZON | $156,951 | $112,140 |
| AMERICAN INTERNATIONAL GROUP | $61,268 | $145,136 |
| APPLE | $632 | $63,016 |
| BERKSHIRE HATHAWAY | $108,615 | $165,261 |
| CAPITAL ONE FINANCIAL | $38,452 | $37,649 |
| CHARLES SCHWAB CORP | $71,157 | $133,216 |
| CITIGROUP | $176,094 | $164,637 |
| COMCAST CORP | $103,072 | $73,437 |
| CUSHMAN & WAKEFIELD | $105,368 | $89,189 |
| EXXON MOBIL | $3,304 | $50,848 |
| FIRST CITIZENS BANK | $136,092 | $147,880 |
| FISERV INC | $235,725 | $217,300 |
| GENERAL MOTORS | $134,448 | $139,606 |
| GLENCORE PLC | $89,342 | $158,508 |
| HCA HEALTHCARE INC | $78,150 | $219,563 |
| HILTON WORLDWIDE HOLDINGS | $45,196 | $79,607 |
| HOWARD HUGHES CORP | $70,447 | $53,494 |
| KEURIG DR PEPPER INC | $56,500 | $72,568 |
| LIBERTY BROADBAND CORP | $137,279 | $137,667 |
| LITHIA MOTORS | $96,156 | $62,446 |
| MASTERCARD | $20,306 | $318,173 |
| META PLATFORMS | $145,683 | $78,221 |
| NETFLIX | $158,819 | $117,952 |
| ORACLE CORP | $58,481 | $138,958 |
| PARKER-HANNIFIN CORP | $38,982 | $46,560 |
| PINTEREST INC | $129,361 | $143,738 |
| SALESFORCE INC | $85,052 | $77,963 |
| SEALED AIR CORP | $38,373 | $42,149 |
| TE CONNECTIVITY | $27,664 | $86,100 |
| THOR INDUSTRIES INC | $83,839 | $66,054 |
| WELLS FARGO | $165,686 | $165,160 |
| WORKDAY INC | $42,935 | $50,199 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVANTIS INTL SMALL CAP ETF | AT COST | $185,663 | $202,305 |
| DFA GLOBAL REAL ESTATE SEC PORT | AT COST | $31,251 | $32,066 |
| DFA INTL SCAP VALUE PORT | AT COST | $103,670 | $135,710 |
| DFA INTL SMALL COMPANY PORT | AT COST | $33,057 | $45,058 |
| DFA INTL VALUE PORT III FUND | AT COST | $5,222 | $7,119 |
| DFA US LCAP VALUE PORT III FD | AT COST | $1,703 | $5,493 |
| DIMENSIONAL INTL VALUE ETF | AT COST | $95,686 | $146,467 |
| DIMENSIONAL MKTWIDE VALUE ETF | AT COST | $129,087 | $209,953 |
| ISHARES GLOBAL REIT ETF | AT COST | $64,160 | $61,317 |
| ISHARES MSCI USA MOM FACT ETF | AT COST | $6,366 | $5,837 |
| ISHARES MSCI USA QUAL FACT ETF | AT COST | $46,662 | $45,926 |
| SCHWAB INTL SMALL CAP EQ ETF | AT COST | $71,933 | $88,273 |
| SPDR DEV WORLD EX-US ETF | AT COST | $17,197 | $19,091 |
| VANGUARD INSTL DEV MARKETS | AT COST | $85,926 | $100,004 |
| VANGUARD INSTL PLUS TOT STK MKT IND | AT COST | $166,369 | $339,365 |
| VANGUARD INSTL SCAP VAL INDEX | AT COST | $65,017 | $170,556 |
| VANGUARD INSTL VALUE IND | AT COST | $153,963 | $251,437 |
| VANGUARD S&P SM CAP 600 IND | AT COST | $84,601 | $86,839 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PLANNING FEES | CategoryTxt |
| Legal Fees | $3,255 | LegalFeesAmt |
| Net Investment Income | $2,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $651 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF IN FMV & BOOK VALUE OF STOCK CONTRIB | Desc |
| Amt | $187,772 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU - ANNUAL REPORT FEE | $15 | $0 | $0 |
| BANK FEES | $119 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $36,519 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,505 | $3,505 | $0 |
| EXCISE TAX | $24,440 | $0 | $0 |
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