TOM AND DONNA NESHEK FAMILYFOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TOM AND DONNA NESHEK FAMILYFOUNDATION (EIN 20-7181799)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202521359349102647
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T12:23:04-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205290412PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LARSEN TAX PREPARATION LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1N6471 TAMARACK RIDGE RDAddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207181799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM & DONNA NESHEK FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTOM&BusinessNameControlTxt
Phone2627236006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75AddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM NESHEKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2627236006PhoneNum
Signature2025-05-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC LARSENPreparerPersonNm
PTINP00066046PTIN
Phone2627424439PhoneNum
Preparation2025-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,028FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,774ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,945DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,945DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,945DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,969NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,503GrossSalesPriceAmt
Total Rev And Expnss$86,700TotalRevAndExpnssAmt
Total Net Invst Incm$14,957TotalNetInvstIncmAmt
Total Adj Net Incm$14,957TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$47,050ExcessRevenueOverExpensesAmt
Net Investment Income$14,957NetInvestmentIncomeAmt
Adjusted Net Income$14,957AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,243CashBOYAmt
Cash EOY$3,028CashEOYAmt
Cash EOYFMV$3,028CashEOYFMVAmt
Corporate Stock BOY$468,789CorporateStockBOYAmt
Corporate Stock EOY$514,054CorporateStockEOYAmt
Total Assets BOY$470,032TotalAssetsBOYAmt
Total Assets EOY$517,082TotalAssetsEOYAmt
Total Assets EOYFMV$3,028TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$470,032RetainedEarningBOYAmt
Retained Earning EOY$517,082RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$470,032TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$517,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$470,032TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$517,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$470,032TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$47,050ExcessRevenueOverExpensesAmt
Subtotal$517,082SubtotalAmt
Tot Net Ast Or Fund Balances EOY$517,082TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$208InvestmentIncomeExciseTaxAmt
Subtotal$208SubtotalAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Tax Due$208TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOM NESHEKIndividualWithBooksNm
Phone2627236006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75AddressLine1Txt
CityELKHORNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE000.00$0$0$0
DONNA NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE000.00$0$0$0
HANNAH NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE000.00$0$0$0
SAM NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE000.00$0$0$0
KATHERINE NESHEK
PO BOX 75ELKHORNWI53121TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$783,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,948AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$787,561TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$787,561AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,813CashDeemedCharitableAmt
Net Vl Noncharitable Assets$775,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Total Tax$208TotalTaxAmt
Distributable Before Adj$38,579DistributableBeforeAdjAmt
Distributable Before Ded$38,579DistributableBeforeDedAmt
Distributable As Adjusted$38,579DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,650ExpensesAndContributionsAmt
Qualifying Distributions$39,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,579DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,237ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$879ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,890ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,047ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,117TotalExcessDistributionCyovAmt
Qualifying Distributions$39,650QualifyingDistributionsAmt
Applied To Current Year$38,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,071RemainingDistriFromCorpusAmt
Total Corpus$18,188TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,237ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,951ExcessDistriCyovToNextYrAmt
Excess From Year4$879ExcessFromYear4Amt
Excess From Year3$5,890ExcessFromYear3Amt
Excess From Year2$64ExcessFromYear2Amt
Excess From Year1$1,047ExcessFromYear1Amt
Excess From Current Year$1,071ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OPEN ARMS FREE CLINIC INC
PO BOX 678ELKHORNWI53121TO PROVIDE FUNDS TO SUPPORT HEALTHCA$11,150
VIP SERVICES INC
430 E CENTRALIA STELKHORNWI53121TO SUPPORT INDIVIDUALS WITH DISABILI$2,500
MILWAUKEE PBS
1036 N 8TH STMILWAUKEEWI53233TO SUPPORT PUBLIC BROADCASTING SYSTE$1,500
EVANS SCHOLARS FOUNDATION
1 BRIAR RDGOLFIL60029TO PROVIDE FUNDS TO SUPPORT EDUCATIO$6,500
WISCONSIN PUBLIC RADIO
PO BOX 697RACINEWI53401TO SUPPORT PUBLIC RADIO$1,500
GENEVA LAKES CONSERVANCY INC
PO BOX 588FONTANAWI53125TO PRESERVE SENSITVE LANDS$5,000
TOGETHER WOMEN RISE
PO BOX 25633GREENVILLESC29616TO EMPOWER WOMEN'S LIVES$5,000
HOPE NOW
14 E WALWORTHELKHORNWI53121TO PROVIDE EMERGENCY ASSIST FOR EASD$1,000
JOE DEMAY SCHOLARSHIP FUND
9700 ST ANDREWS DRMARENGOIL60152TO SUPPORT HIGHER EDUCATION$500
KETTLE MORAINE LAND TRUST
PO BOX 176ELKHRONWI53121TO SUPPORT PRESERVATION OF NATURE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,945ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,969RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,957ExclusionAmt
Related Or Exempt Function Incm$20,969RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,926TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDt
255 SHS WESTROCK COPURCHASE2024-07$13,082$10,958$2,124
190 SHS WINTRUST FINL CORPPURCHASE2024-12$25,421$6,576$18,8452015-02

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
746 SHS COMCAST CORPP CL A$2,700
315 SHS FISERV INC$2,822
178 SHS AMERICAN EXPRESS COMPANY$8,225
410 SHS JPMORGAN CHASE$24,659
245 SHS SCHLUMBERGER LTD$2,165
323 SHS KIMBERLY-CLARK CORP$13,338
55 SHS KIMBERLY-CLARK CORP-REINVEST$6,847
157 SHS PARAMOUNT GLOBAL$3,380
240 SHS AMAZON.COM$21,494
163 SHS AMGEN INC.$39,559
150 SHS CELANESE CORP$18,457
300 SHS CVS HEALTH CORP$22,347
100 SHS GENERAL MOTORS CO$3,680
200 SHS GENERAL MOTORS CO$7,359
77 SHS MCDONALDS CORP$3,255
200 SHS OSHKOSH CORP$19,009
200 SHS ROCKWELL AUTOMATION$40,812
210 SHS STARBUCKS CORP$18,610
255.2612 SHS WESTROCK CO$11,806
1460 SHS WINTRUST$50,531
2 SHS CELANESE CORP$187
4.69 SHS CVS HEALTH$301
6.2 SHS GENERAL MOTORS CO$114
35 SHS MCDONALDS CORP$1,480
1.19 SHS MCDONALDS CORP$193
45 SHS MICROSOFT CORP$1,212
1.6553 SHS OSHKOSH CORP$120
2.2417 SHS ROCKWELL AUTOMATION$409
2.11 SHS STARBUCKS CORP$173
55 SHS PEPSICO INC$908
100 SHS AMERICAN EXPRESS CO$963
95 SHS MCDONALDS CORP$724
1.1435 SHS PEPSICO$204
OTHER ASSET$186,011

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