DUDLEY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY FOUNDATION INC (EIN 39-2003427)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202341319349104694
- 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-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T17:02:34-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 LOMBARDI AVENUE SUITE 200 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392003427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUDL | BusinessNameControlTxt |
| Phone | 7158495729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET 2 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN DUDLEY SHANNON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7158495729 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | DUDLEY SHANNON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A OLSON | PreparerPersonNm |
| PTIN | P00035071 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2023-03-15 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,877,931 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $437,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,781,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $437,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $592,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $592,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,678 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,136 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,542 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,581 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,823 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,733 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $684 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,375 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $275 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,914 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $550,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $495,139 | CashBOYAmt |
| Cash EOY | $317,964 | CashEOYAmt |
| Cash EOYFMV | $317,964 | CashEOYFMVAmt |
| US Government Obligations BOY | $570,038 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $669,828 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $669,828 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,901,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,460,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,460,559 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,422,842 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,422,845 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,422,845 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,044 | LandBOYAmt |
| Land EOY | $311 | LandEOYAmt |
| Land EOYFMV | $311 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,424 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,393,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,877,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,877,931 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,148 | AccountsPayableEOYAmt |
| Grants Payable BOY | $24,982 | GrantsPayableBOYAmt |
| Grants Payable EOY | $215,888 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,059 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,036 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,366,160 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,658,895 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,366,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,658,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,393,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,877,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,366,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,873 | OtherIncreasesAmt |
| Subtotal | $10,250,528 | SubtotalAmt |
| Other Decreases | $1,591,633 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,658,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF CORPORATE STOCK AND BONDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,781,891 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,344,821 | CostOrOtherBasisAmt |
| Gain Or Loss | $437,070 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $437,070 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $437,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,640 | 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 | $13,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $6,362 | OverpaymentAmt |
| Applied To ES Tax | $6,362 | 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 | DUDLEYFOUNDATIONWAUSAU.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREW DUDLEY SHANNON EXEC DIRECT | IndividualWithBooksNm |
| Phone | 7158495729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ANN D SHANNON | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JOHN D DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PAUL C SCHLINDWIEN II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARY C DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| ROBERT J DUDLEY II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHAD D KANE | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANDREW DUDLEY SHANNON | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | EXECUTIVE DIRECTOR | 10.00 | $41,000 | $0 | $0 |
| JEFF STUBBE | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | TREASURER | 2.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,782,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,254,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,254,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,101,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $505,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $505,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,247 | TotalTaxAmt |
| Distributable Before Adj | $497,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,471 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $402,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $402,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,383 | 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 | $456,428 | 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 | ANN D SHANNON | ContributingManagerNm |
| Contributing Manager | JOHN D DUDLEY | ContributingManagerNm |
| Contributing Manager | MARY C DUDLEY | ContributingManagerNm |
| Contributing Manager | ROBERT J DUDLEY II | ContributingManagerNm |
| Contributing Manager | ANDREW DUDLEY SHANNON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DUDLEY FOUNDATION ATTN ANN DUDLEY S | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7158495729 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 10 | ||||||
| 1001 GOLF CLUB ROAD | WAUSAU | WI | 54403 | PC | VETERANS AVENUE OF HONOR | $5,000 |
| AMERICAN RED CROSS - WI NORTHCENTRAL CHAPTER | ||||||
| 330 GRAND AVE SUITE 104 | WAUSAU | WI | 54403 | PC | TORNADO DISASTER RELIEF - KENTUCKY | $10,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA INC | ||||||
| 1710 2ND STREET | WAUSAU | WI | 54403 | PC | TRANSFORMING SPACES | $25,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA INC | ||||||
| 1710 2ND STREET | WAUSAU | WI | 54403 | PC | WORKFORCE DEVELOPMENT | $15,000 |
| BRIDGE STREET MISSION | ||||||
| 115 W BRIDGE ST | WAUSAU | WI | 54401 | PC | URBAN STREET PROJECT | $2,500 |
| CENTRAL WISCONSIN CHILDREN'S THEATRE INC | ||||||
| 700 W STROWBRIDGE STREET | WAUSAU | WI | 54401 | PC | 2021-2022 SEASON | $500 |
| CENTRAL WISCONSIN EDUCATION THEATER ALLIANCE | ||||||
| 225780 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | PC | PRODUCTION OF CATS | $2,500 |
| CHILDCARING INC | ||||||
| 1500 MERRILL AVE STE 201 | WAUSAU | WI | 54403 | PC | GOOD START GRANTS | $2,500 |
| CHILDRENS IMAGINARIUM INC | ||||||
| 223809 LAKESHORE DR | WAUSAU | WI | 54401 | PC | CHILDREN'S IMAGINARIUM CAPITAL CAMPAIGN | $25,000 |
| CHRISTMAS IN JULY CHARITY | ||||||
| 8304 SOUTHRIDGE DR | ROTHSCHILD | WI | 54474 | PC | CHILDREN FOCUSED EXPERIENCES - 2021 | $1,500 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||
| 500 1ST ST | WAUSAU | WI | 54403 | PC | BEYOND PENCILS AND CRAYONS | $2,100 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||
| 500 1ST ST | WAUSAU | WI | 54403 | PC | ANGEL OF HOPE MEMORIAL GARDEN | $1,800 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||
| 500 1ST ST | WAUSAU | WI | 54403 | PC | EDGEWOOD PARK LIGHTING PROJECT | $5,000 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||
| 500 1ST ST | WAUSAU | WI | 54403 | PC | LAKE DUBAY LIONS PARK UPGRADES & ENHANCEMENTS | $5,000 |
| COMMUNITY PARTNERS CAMPUS INC | ||||||
| 360 GRAND AVE SUITE 100 | WAUSAU | WI | 54403 | PC | NEW FACILITY | $50,000 |
| DC EVEREST EDUCATION FOUNDATION | ||||||
| PO BOX 114 | SCHOFIELD | WI | 54476 | PC | GREEN HECK TURNER COMMUNITY CENTER | $25,000 |
| FESTIVAL OF ARTS INC | ||||||
| 427 N 4TH STREET | WAUSAU | WI | 54403 | PC | FESTIVAL OF ARTS | $5,000 |
| GIRLS SCOUTS OF THE NORTHWESTERN GREAT LAKES | ||||||
| 3511 CAMP PHILLIPS RD | SCHOFIELD | WI | 54476 | PC | ROOF PROJECT | $2,500 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | PC | JUNIOR ACHIEVEMENT 2021-2022 PROGRAMMING | $15,275 |
| MARATHON COUNTY HISTORICAL SOCIETY | ||||||
| 403 MCINDOE STREET | WAUSAU | WI | 54403 | PC | THE ROARING 20'S | $6,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | ||||||
| 403 MCINDOE STREET | WAUSAU | WI | 54403 | PC | TALES BETWEEN TWO DEPOTS | $1,000 |
| MARATHON COUNTY PARKS RECREATION AND FORESTRY | ||||||
| 212 RIVER DRIVE SUITE 2 | WAUSAU | WI | 54403 | PC | GREAT PINERY HERITAGE WATERWAY | $15,000 |
| MARATHON COUNTY PUBLIC LIBRARY FOUNDATION INC | ||||||
| 300 N 1ST STREET | WAUSAU | WI | 54403 | PC | CENTRAL WISCONSIN BOOK FESTIVAL | $2,500 |
| NEIGHBORS PLACE INC | ||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | PC | FOOD PROCUREMENT | $10,000 |
| NORTHCENTRAL TECHNICAL COLLEGE | ||||||
| 1000 W CAMPUS DR | WAUSAU | WI | 54401 | PC | STUDIO 7 PROJECT | $50,000 |
| NORTHCENTRAL TECHNICAL COLLEGE | ||||||
| 1000 W CAMPUS DR | WAUSAU | WI | 54401 | PC | RICHARD D. DUDLEY FAMILY SCHOLARSHIP ENDOWMENT | $1,000 |
| OPPORTUNITY DEVELOPMENT CENTERS | ||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | PC | DEVELOPMENT AND EXPANSION OF YOUTH SERVICES FOR CHILDREN WIT DISABILITIES IN MARATHON COUNTY | $5,000 |
| PATRIOT K9'S OF WISCONSIN | ||||||
| 7333 WEST STEWART AVE | WAUSAU | WI | 54401 | PC | VETERAN SERVICE DOG TRAINING PROGRAM | $10,000 |
| PERFORMING ARTS FOUNDATION INC | ||||||
| 401 4TH STREET | WAUSAU | WI | 54403 | PC | 2022 PERFORMIN ARTS FUND DRIVE | $15,000 |
| SAMOSET COUNCIL BOYS SCOUTS OF AMERICA | ||||||
| 3511 CAMP PHILLIPS RD | WESTON | WI | 54476 | PC | WAUSAU HOMES SCOUT CENTER - ROOF PROJECT | $2,500 |
| SOUTH BEACH CHAMBER ENSEMBLE INC | ||||||
| 1350 EUCLID AVE 2 | MIAMI BEACH | FL | 33139 | PC | MUSIC SCHOLARSHIPS & PERFORMANCES | $500 |
| SPECIAL OLYMPICS WISCONSIN INC | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | PC | REGION 2 NC WI OPERATIONS | $1,000 |
| SUMMIT PLAYERS THEATRE INC | ||||||
| 3383 S KINNICKINNIC AVENUE | MILWAUKEE | WI | 53207 | PC | SHAKESPEARE IN THE STATE PARKS - RIB MOUNTAIN | $500 |
| THE SALVATION ARMY | ||||||
| 202 CALLON STREET | WAUSAU | WI | 54401 | PC | CHANNEL 7'S SHARE THE HOLIDAYS | $10,000 |
| WAUSAU AREA EVENTS INC | ||||||
| 316 SCOTT ST | WAUSAU | WI | 54403 | PC | WINGS OVER WAUSAU - MILITARY AIRPLANES | $6,500 |
| WAUSAU SCHOOL DISTRICT FOUNDATION | ||||||
| PO BOX 359 | WAUSAU | WI | 54402 | PC | A WALK IN THEIR SHOES | $7,500 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||
| 613 5TH STREET | WAUSAU | WI | 54403 | PC | MOSAIC OF NORTH CENTRAL WISCONSIN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,175 | 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 | $76,802 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,220 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $437,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $592,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $592,775 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $30,678 | Amt |
| Net Investment Income | $6,136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,542 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION TO DISQUALIFIED PERSONS | IdentifierTxt |
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE FISCAL YEAR ENDED 06/30/22, THE FOUNDATION PAID $41,000 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTE UNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $2,422,845 | EOYBookValueAmt |
| EOYFMV | $2,422,845 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $5,460,559 | EOYBookValueAmt |
| EOYFMV | $5,460,559 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $669,828 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $669,828 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| EOY Book Value | $6,424 | EOYBookValueAmt |
| EOYFMV | $6,424 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,591,633 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $1,045 | $209 | $836 |
| INSURANCE | $4,199 | $840 | $3,359 |
| OFFICE EXPENSES | $16,864 | $3,373 | $13,491 |
| MISCELLANEOUS | $12,806 | $2,561 | $10,245 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM GRANTS DISCOUNT | Desc |
| Amt | $8,873 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $2,059 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $51,581 | Amt |
| Net Investment Income | $51,581 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN AND PROPERTY TAXES | $687 | $687 | $0 |
| PAYROLL TAXES | $3,137 | $314 | $2,823 |
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