HELIOS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HELIOS FOUNDATION INC (EIN 39-1532106)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-06
- IRS object ID
- 202302799349100225
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T13:39:55-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391101571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMLEY LAW SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NEENAH CENTER SUITE 100 | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391532106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELIOS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCHAPER BENZ & WISE INV CNSL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELI | BusinessNameControlTxt |
| Phone | 9207271137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 JEWELERS PARK STE 200 PO BOX 6 | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549570628 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY PETERSEN | PersonNm |
| Person Title | VP OF ADMINISTRATOR | PersonTitleTxt |
| Phone | 9207271137 | PhoneNum |
| Signature | 2023-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | PETERSEN | 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 | JAMES L RUDD | PreparerPersonNm |
| PTIN | P01044363 | PTIN |
| Phone | 9207252601 | 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 | $12,388,622 | 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 | $139,668 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $233,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,923 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,923 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $750,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $610,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,965 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,965 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,547 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $809,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $741,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $565,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $168,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,823 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $937,856 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $835,922 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $815,235 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,399,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,147,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,723,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $249,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $341,920 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $334,204 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $183,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $287,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,939,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,821,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,388,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,939,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,821,233 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,939,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,821,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,939,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,821,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,939,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,880,796 | SubtotalAmt |
| Other Decreases | $59,563 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,821,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | 2012-12-26 | 2022-06-06 | $39,845 | $7,950 | $31,895 | $31,895 | |
| AFLAC | 2016-11-12 | 2022-06-06 | $47,347 | $29,219 | $18,128 | $18,128 | |
| DUKE ENERGY | 2016-11-12 | 2022-06-06 | $22,297 | $14,971 | $7,326 | $7,326 | P |
| THE SOUTHERN COMPANY | 2016-11-12 | 2022-06-06 | $22,668 | $14,276 | $8,392 | $8,392 | P |
| JOHNSON & JOHNSON | 2016-11-12 | 2022-06-22 | $52,869 | $35,483 | $17,386 | $17,386 | P |
| COLUMBIA ACORN INTL FUND | 2022-06-08 | 2022-08-17 | $1,940 | $1,953 | -$13 | -$13 | P |
| COLUMBIA ACORN INTL FUND | 2021-06-10 | 2022-08-17 | $1,585 | $2,540 | -$955 | -$955 | P |
| COLUMBIA ACORN INTL FUND | 2020-12-17 | 2022-08-17 | $4,528 | $6,762 | -$2,234 | -$2,234 | P |
| COLUMBIA ACORN INTL FUND | 2020-06-10 | 2022-08-17 | $2,311 | $3,037 | -$726 | -$726 | P |
| COLUMBIA ACORN INTL FUND | 2019-12-17 | 2022-08-17 | $1,622 | $2,421 | -$799 | -$799 | P |
| COLUMBIA ACORN INTL FUND | 2019-06-12 | 2022-08-17 | $2,814 | $3,961 | -$1,147 | -$1,147 | P |
| COLUMBIA ACORN INTL FUND | 2018-12-18 | 2022-08-17 | $10,001 | $13,019 | -$3,018 | -$3,018 | P |
| COLUMBIA ACORN INTL FUND | 2018-06-12 | 2022-08-17 | $1,031 | $2,154 | -$1,123 | -$1,123 | P |
| COLUMBIA ACORN INTL FUND | 2017-12-18 | 2022-08-17 | $1,798 | $3,653 | -$1,855 | -$1,855 | P |
| COLUMBIA ACORN INTL FUND | 2015-12-09 | 2022-08-17 | $975 | $1,680 | -$705 | -$705 | P |
| COLUMBIA ACORN INTL FUND | 2015-06-03 | 2022-08-17 | $273 | $538 | -$265 | -$265 | P |
| COLUMBIA ACORN INTL FUND | 2014-12-09 | 2022-08-17 | $1,524 | $2,808 | -$1,284 | -$1,284 | P |
| COLUMBIA ACORN INTL FUND | 2011-11-18 | 2022-08-17 | $30,277 | $46,090 | -$15,813 | -$15,813 | P |
| COLUMBIA ACORN INTL FUND | 2016-06-07 | 2022-08-17 | $212 | $376 | -$164 | -$164 | P |
| COLUMBIA ACORN INTL FUND | 2021-12-20 | 2022-08-17 | $7,124 | $9,956 | -$2,832 | -$2,832 | P |
| DUKE ENERGY | 2016-11-12 | 2022-08-17 | $22,471 | $14,971 | $7,500 | $7,500 | P |
| THE SOUTHERN COMPANY | 2016-01-12 | 2022-08-17 | $15,865 | $9,517 | $6,348 | $6,348 | P |
| AFLAC | 2016-11-12 | 2022-11-02 | $33,461 | $18,262 | $15,199 | $15,199 | P |
| GE HEALTHCARE TECHNOLOGIES | 2016-11-12 | 2023-01-03 | $39 | $102 | -$63 | -$63 | P |
| JOHNSON & JOHNSON | 2016-11-12 | 2023-01-06 | $36,024 | $23,656 | $12,368 | $12,368 | P |
| ORACLE | 2016-11-12 | 2023-01-06 | $42,882 | $19,721 | $23,161 | $23,161 | P |
| ABBOTT LABS | 2016-11-12 | 2023-01-30 | $22,061 | $7,982 | $14,079 | $14,079 | P |
| AFLAC | 2016-11-12 | 2023-01-30 | $36,549 | $18,261 | $18,288 | $18,288 | P |
| AMERICAN EXPRESS | 2020-03-17 | 2023-01-30 | $35,478 | $17,124 | $18,354 | $18,354 | P |
| BERKSHIRE HATHAWAY | 2022-03-18 | 2023-01-30 | $30,821 | $34,188 | -$3,367 | -$3,367 | P |
| HARBOR INTERNATIONAL FUND | 2017-12-18 | 2023-01-30 | $2,248 | $3,567 | -$1,319 | -$1,319 | P |
| HARBOR INTERNATIONAL FUND | 2011-11-18 | 2023-01-30 | $18,247 | $22,932 | -$4,685 | -$4,685 | P |
| HARBOR INTERNATIONAL FUND | 2012-12-17 | 2023-01-30 | $982 | $1,422 | -$440 | -$440 | P |
| HARBOR INTERNATIONAL FUND | 2012-03-08 | 2023-01-30 | $7,034 | $10,036 | -$3,002 | -$3,002 | P |
| HARBOR INTERNATIONAL FUND | 2015-12-17 | 2023-01-30 | $1,469 | $2,048 | -$579 | -$579 | P |
| ORACLE | 2016-11-12 | 2023-01-30 | $17,510 | $7,888 | $9,622 | $9,622 | P |
| REGENERON PHARMACEUTICALS | 2017-09-20 | 2023-01-30 | $14,749 | $8,715 | $6,034 | $6,034 | P |
| NESTLE ADR | 2016-11-12 | 2023-03-31 | $36,513 | $23,675 | $12,838 | $12,838 | P |
| ORACLE | 2016-11-12 | 2023-03-31 | $36,770 | $15,776 | $20,994 | $20,994 | P |
| US TREASURY NOTE | 2022-02-07 | 2023-03-31 | $100,000 | $99,012 | $988 | $988 | P |
| US TREASURY NOTE | 2018-06-28 | 2023-03-31 | $100,000 | $99,069 | $931 | $931 | P |
| ORACLE | 2016-11-12 | 2023-04-12 | $37,504 | $15,776 | $21,728 | $21,728 | P |
| STRYKER | 2020-03-17 | 2023-05-01 | $59,811 | $28,568 | $31,243 | $31,243 | P |
| ADVANCED MICRO DEVICES | 2012-12-26 | 2023-05-24 | $14,732 | $2,909 | $11,823 | $11,823 | P |
| ADVANCED MICRO DEVICES | 2011-11-07 | 2023-05-24 | $91,788 | $16,273 | $75,515 | $75,515 | P |
| ORACLE | 2011-11-18 | 2023-05-24 | $39,364 | $12,167 | $27,197 | $27,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,680 | 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 | $12,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,821 | OverpaymentAmt |
| Applied To ES Tax | $4,821 | 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 | KIMBERLY PETERSEN SCHAPER BENZ | IndividualWithBooksNm |
| Phone | 9207271137 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 JEWELERS PARK SUITE 200 PO BOX | AddressLine1Txt |
| Address Line2 | 628 | AddressLine2Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549570628 | 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 (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY MCLOUGHLIN | |||||||||
| 255 CEDAR ROAD | MYSTIC | CT | 06355 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| PAT MCLOUGHLIN | |||||||||
| 15 COVE STREET | NOANK | CT | 06340 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DANIEL JACOB | |||||||||
| 321 KENT STREET | BOSTON | MA | 02446 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JULIANA KELLY | |||||||||
| 4609 BROWNDALE AVENUE | EDINA | MN | 55424 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| CHRISTINA SIDDALL | |||||||||
| 215 EAST GALENA STREET | HAILEY | ID | 83333 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BARBARA AALFS | |||||||||
| 4208 PERRY WAY | SIOUX CITY | IA | 51104 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BEN MCLOUGHLIN | |||||||||
| PO BOX 696 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID JACOB | |||||||||
| 62 BEECH ROAD | BROOKLINE | MA | 02446 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BETSEY THOMSON | |||||||||
| 716 MORNING STAR ROAD | SUN VALLEY | ID | 83353 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JOHN BUCHANAN | |||||||||
| 2631 NORTHERN ROAD 900 | APPLETON | WI | 54914 | DIRECTOR/PRESIDENT | 2.00 | $20,000 | $0 | $0 | |
| SCHAPER BENZ WISE INVESTMENT CNSL | |||||||||
| 18 JEWELERS PARK SUITE 200 PO BOX | NEENAH | WI | 549570628 | ADMINISTRATOR | 5.00 | $75,930 | $0 | $0 | 628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 JEWELERS PARK SUITE 200 PO BOX | AddressLine1Txt |
| Address Line2 | 628 | AddressLine2Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549570628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $75,930 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,472,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,686,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,686,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,496,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $624,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $624,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,859 | TotalTaxAmt |
| Distributable Before Adj | $616,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $616,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $616,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $741,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $741,965 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $616,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,813 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,804 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $67,502 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $366,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $741,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $616,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $491,774 | 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 | $243,813 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $247,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,655 | ExcessFromYear4Amt |
| Excess From Year3 | $14,804 | ExcessFromYear3Amt |
| Excess From Year1 | $67,502 | ExcessFromYear1Amt |
| Excess From Current Year | $125,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HELIOS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 JEWELERS PARK SUITE 200 PO BOX | AddressLine1Txt |
| Address Line2 | 628 | AddressLine2Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549570628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9207271137 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 180 DEGREES | |||||||
| 1301 7TH ST E | ST PAUL | MN | 55106 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| ALLIANCE FOR LIVING | |||||||
| 154 BROAD ST | NEW LONDON | CT | 06320 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| ALWAYS HOME | |||||||
| 119 HIGH ST | MYSTIC | CT | 06355 | N/A | PUBLIC | GENERAL SUPPORT | $15,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | N/A | PUBLIC | GENERAL SUPPORT | $15,000 |
| AVALONIA LAND CONSERVANCY | |||||||
| PO BOX 49 | OLD MYSTIC | CT | 06372 | N/A | PUBLIC | BOND PROPERTY ACQUISITION | $20,000 |
| CASA MYRNA | |||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SIOUX CITY | |||||||
| 1601 MILITARY RD | SIOUX CITY | IA | 51103 | N/A | PUBLIC | MENTAL HEALTH SERVICES | $10,000 |
| CENTER FOR THE ARTS | |||||||
| PO BOX 1819 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $7,000 |
| COMMUNITY ACTION AGENCY OF SIOUXLAND | |||||||
| 2700 LEECH AVE | SIOUX CITY | IA | 51106 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||
| PO BOX 769 | NEW LONDON | CT | 06320 | N/A | PUBLIC | EASTERN CT WOMEN & GIRL'S FUND | $25,000 |
| CONGAREE LAND TRUST | |||||||
| PO BOX 5232 | COLUMBIA | SC | 29250 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| CONGREGATION KEHILLATH ISRAEL | |||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| COTS | |||||||
| 819 S WEST AVE | APPLETON | WI | 54915 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| CULTURAL HERITAGE IMAGING | |||||||
| 2325 3RD STREET SUITE 323 | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| DENISON PEQUOTSEPOS NATURE CENTER | |||||||
| 109 PEQUOTSEPOS RD | MYSTIC | CT | 06355 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| EDINA GIVE AND GO | |||||||
| ROOM 163 5701 NORMANDALE RD | EDINA | MN | 55424 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| EMPOWERS AFRICA INC | |||||||
| 2 BEEKMAN PLACE STE 18B | NEW YORK | NY | 10022 | N/A | PUBLIC | BOTSWANA PROJECT | $5,000 |
| FARM AID | |||||||
| 501 CAMBRIDGE ST 3RD FL | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF SARNELLI HOUSE UA | |||||||
| BOX 88234 | MILWAUKEE | WI | 532880234 | N/A | PUBLIC | GENERAL SUPPORT | $15,000 |
| FRIENDS OF THE MAJESTIC | |||||||
| PO BOX 4223 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| FVTC FOUNDATION INC | |||||||
| PO BOX 2277 | APPLETON | WI | 549122277 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| GREEN MINNEAPOLIS | |||||||
| 81 SOUTH 9TH ST SUITE 260 | MINNEAPOLIS | MN | 55402 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| GROTON OPEN SPACE ASSOCIATION | |||||||
| PO BOX 9187 | GROTON | CT | 06340 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| HENNEPIN THEATRE TRUST | |||||||
| 805 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| HENRY L FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | N/A | PUBLIC | FISHER ISLAND LAND TRUST | $5,000 |
| HIGH COUNTRY CONSERVATION ADVOCATES | |||||||
| PO BOX 1066 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| I HAVE A DREAM FOUNDATION | |||||||
| PO BOX 4282 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| IMAGINE SCHOLAR | |||||||
| 4001 SUMMITVIEW AVE STE 5 PMB 211 | YAKIMA | WA | 98908 | N/A | PUBLIC | GENERAL SUPPORT | $7,000 |
| JOURNEY TOGETHER SERVICE DOG INC | |||||||
| PO BOX 2205 | OSHKOSH | WI | 54903 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| KBUT COMMUNITY RADIO | |||||||
| PO BOX 308 | CRESTED BUTTE | CO | 812240308 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| LIVING JOURNEYS | |||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| LUTHERAN SERVICES IN IOWA | |||||||
| 1308 S CLEVELAND ST | SIOUX CITY | IA | 51106 | N/A | PUBLIC | REFUGEE COMM SVCS PROGRAMS | $10,000 |
| LYMAN ALLYN MUSEUM | |||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MARY'S PLACE | |||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| MENNONITE CENTRAL COMMITTEE | |||||||
| PO BOX 500 | AKRON | PA | 175010500 | N/A | PUBLIC | EMERGENCY ASSISTANCE | $10,000 |
| MINNEAPOLIS INSTITUTE OF ARTS | |||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | ST PAUL | MN | 55101 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MOUNTAIN ROOTS FOOD PROJECT | |||||||
| PO BOX 323 | GUNNISON | CO | 81230 | N/A | PUBLIC | GENERAL SUPPORT | $7,000 |
| NEENAH ANIMAL SHELTER | |||||||
| 951 COUNTY ROAD G | NEENAH | WI | 54956 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| NOANK COMMUNITY SUPPORT SERVICES | |||||||
| 306 THAMES ST | GROTON | CT | 06340 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| NORTHEAST WI LAND TRUST | |||||||
| 14 TRI-PARK WAY 1 | APPLETON | WI | 54914 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| OCEAN COMMUNITY YMCA-NAIK FAMILY BRANCH | |||||||
| 1 HARRY AUSTIN DR | MYSTIC | CT | 06355 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| OCEAN COMMUNITY YMCA-NAIK FAMILY BRANCH | |||||||
| 1 HARRY AUSTIN DR | MYSTIC | CT | 06355 | N/A | PUBLIC | CAMP COVE PROJECT | $25,000 |
| PILLARS | |||||||
| 605 E HANCOCK | APPLETON | WI | 54911 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| PROCESS STUDIES INTERNATIONAL | |||||||
| 5678 SE HARLENE ST | PORTLAND | OR | 97222 | N/A | PUBLIC | OORD & FULLER'S PROJECT | $95,000 |
| PRO-CHOICE MN FOUNDATION | |||||||
| PO BOX 14129 | ST PAUL | MN | 55114 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| REBUILDING TOGETHER FOX VALLEY | |||||||
| 100 W COLLEGE AVE UNIT 50F | APPLETON | WI | 54911 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| ROSECRANCE FOUNDATION | |||||||
| 1021 N MULFORD RD | ROCKFORD | IL | 61107 | N/A | PUBLIC | REC THERAPY-JACKSON CENTERS | $50,000 |
| SAVANNAH SCIENCE MUSEUM INC | |||||||
| PO BOX 9841 | SAVANNAH | GA | 31412 | N/A | PUBLIC | CARETTA RESEARCH PROJECT | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| SENIOR CONNECTION | |||||||
| 721 3RD AVE SOUTH | HAILEY | ID | 83333 | N/A | PUBLIC | MEALS ON WHEELS PROGRAM | $5,000 |
| SIMPSON HOUSING SERVICES | |||||||
| 160 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| SIOUXLAND CARES ABOUT SUBSTANCE ABUSE | |||||||
| 401 DOUGLAS ST STE 519 | SIOUX CITY | IA | 51101 | N/A | PUBLIC | SUBSTANCE ABUSE PREVENTION; DATA | $15,000 |
| SLO FOOD BANK | |||||||
| 1180 KENDALL RD | SAN LUIS OBISPO | CA | 94301 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 125 WELLS AVE | NEWTON | MA | 02459 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| SUN VALLEY COMMUNITY SCHOOL | |||||||
| 1 COMMUNITY DR | SUN VALLEY | ID | 83353 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| SUN VALLEY COMMUNITY SCHOOL | |||||||
| 1 COMMUNITY DR | SUN VALLEY | ID | 83353 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| THE ADVOCATES | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| THE CONSTELLATION FUND | |||||||
| 323 NORTH WASHINGTON AVE STE 200 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE HUNGER COALITION | |||||||
| 110 HONEYSUCKLE ST | BELLEVUE | ID | 83313 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 159 WATERMAN ST | PROVIDENCE | RI | 02906 | N/A | PUBLIC | BLOCK ISLAND PROGRAM | $5,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| TREES WATER & PEOPLE | |||||||
| 633 REMINGTON ST | FORT COLLINS | CO | 80524 | N/A | PUBLIC | GENERAL SUPPORT | $15,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE STE 6 | CAMBRIDGE | MA | 02118 | N/A | PUBLIC | GENERAL SUPPORT | $19,000 |
| UNITED WAY OF SIOUXLAND | |||||||
| 701 STEUBEN STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | WOMEN UNITED & SOURCE FOR SIOUXLAND | $15,000 |
| VICTORY PROGRAMS INC | |||||||
| 404 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| WALKER ART CENTER | |||||||
| 725 VINELAND PL | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| WATCH HILL CONSERVANCY | |||||||
| ONE BAY ST | WATCH HILL | RI | 02891 | N/A | PUBLIC | NAPATREE POINT | $5,000 |
| WEST SEATTLE FOOD BANK | |||||||
| 3419 SW MORGAN ST | SEATTLE | WA | 98116 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| WESTSIDE SCHOOL | |||||||
| 10404 34TH AVE SW | SEATTLE | WA | 98146 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 EAST BULION ST | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,000 | 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 |
| Related Or Exempt Function Incm | $233,849 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $5,923 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $370,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $610,721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,721 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 7 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 Person | JOHN H BUCHANAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 NORTHERN ROAD 900 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $139,212 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,400 SHS NATIONAL INSTRUMENTS CORP COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $139,212 | FairMarketValueAmt |
| Received | 2023-05-17 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL PAYMENTS BOND | $151,227 | $142,803 |
| ORACLE CORP BOND | $98,438 | $96,020 |
| AMCOR FIN (USA) BOND | $92,255 | $95,381 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC | $102,249 | $256,840 |
| AMERICAN EXPRESS | $40,609 | $126,848 |
| BERKSHIRE HATHAWAY - CL A | $1,746 | $976,048 |
| BERKSHIRE HATHAWAY - CL B | $205,131 | $192,648 |
| FRANKLIN RESOURCES | $140,344 | $120,050 |
| T. ROWE PRICE | $133,114 | $214,320 |
| TRUIST FINANCIAL | $81,474 | $76,175 |
| US BANCORP | $154,657 | $119,600 |
| WELLS FARGO | $93,564 | $119,430 |
| AMETEK | $67,403 | $203,098 |
| GENERAL ELECTRIC | $191,495 | $126,913 |
| LINDE PLC | $65,380 | $141,464 |
| NATIONAL INSTRUMENTS | $186,777 | $369,920 |
| UNION PACIFIC | $68,679 | $134,764 |
| WATERS CORP | $145,888 | $351,708 |
| COCA-COLA | $199,905 | $298,300 |
| COMCAST | $93,865 | $98,375 |
| HOME DEPOT | $22,436 | $170,070 |
| KIMBERLY-CLARK | $145,165 | $214,848 |
| NESTLE - ADR | $118,376 | $178,095 |
| NIKE | $80,039 | $157,890 |
| SYSCO | $91,863 | $209,850 |
| WALGREENS BOOTS ALLIANCE | $219,616 | $106,295 |
| WALT DISNEY | $89,596 | $105,552 |
| ADOBE | $19,172 | $292,453 |
| ALPHABET (GOOGLE) CL A | $24,089 | $196,592 |
| ALPHABET (GOOGLE) CL C | $113,843 | $493,480 |
| ANALOG DEVICES | $110,302 | $213,228 |
| CISCO SYSTEMS | $217,670 | $397,360 |
| IBM | $190,943 | $167,167 |
| INTEL | $109,352 | $94,320 |
| ORACLE | $43,449 | $169,504 |
| UBER TECHNOLOGIES | $76,491 | $75,860 |
| AUTOMATIC DATA PROCESSING | $60,015 | $167,192 |
| GLOBAL PAYMENTS | $145,042 | $97,690 |
| PAYPAL HOLDINGS | $227,824 | $111,582 |
| PAYCHEX | $56,435 | $209,860 |
| SS&C TECHNOLOGIES | $102,931 | $164,880 |
| STERICYCLE | $150,030 | $84,300 |
| VISA | $102,011 | $132,618 |
| ABBOTT LABS | $93,069 | $285,600 |
| IDEXX LABORATORIES | $38,698 | $92,954 |
| JOHNSON & JOHNSON | $186,035 | $279,108 |
| MEDTRONIC PLC | $156,729 | $165,520 |
| PFIZER | $185,656 | $228,120 |
| REGENERON | $113,613 | $220,668 |
| ROCHE HOLDINGS ADR | $94,916 | $118,770 |
| STRYKER | $47,630 | $275,580 |
| DUKE ENERGY | $109,211 | $142,864 |
| EVERGY | $64,891 | $115,700 |
| SOUTHERN COMPANY | $110,922 | $174,375 |
| DODGE & COX INTL STOCK | $60,192 | $73,154 |
| HARBOR INTERNATIONAL | $54,301 | $54,630 |
| HARDING LOEVNER EMERGING MARKETS | $50,020 | $51,161 |
| MATTHEWS ASIA DIVIDEND | $67,311 | $57,921 |
| TEMPLETON FOREIGN | $54,526 | $64,453 |
| ALIGN TECHNOLOGY INC | $40,578 | $42,399 |
| ANSYS INC | $39,291 | $48,539 |
| GE HEALTHCARE TECH | $50,403 | $33,076 |
| INTUITIVE SURGICAL | $40,372 | $61,568 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $835,922 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $815,235 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KIMCO REALTY | FMV | $187,234 | $207,032 |
| CHARLES SCHWAB CERT OF DEPOSIT | FMV | $100,000 | $99,981 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR COST BASIS OF STOCK DONATIONS RECEIVED | Desc |
| Amt | $59,563 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR AND OTHER FEES | $204 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1,343 | $1,343 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FORM 2439 - CHARLES SCHWAB | $4,329 | $4,329 | $4,329 |
| RECLAIM FOREIGN TAX WITHHELD | $1,471 | $1,471 | $1,471 |
| MISCELLANEOUS INCOME | $123 | $123 | $123 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $17,102 | $0 | $0 |
| PAYROLL TAXES | $1,530 | $0 | $0 |
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