TOM AND DONNA NESHEK FAMILYFOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TOM AND DONNA NESHEK FAMILYFOUNDATION (EIN 20-7181799)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349102238
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T12:48:01-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastNESHEKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC LARSENPreparerPersonNm
PTINP00066046PTIN
Phone2627424439PhoneNum
Preparation2023-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,481FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,992ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,051DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,051DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,051DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,733NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,743GrossSalesPriceAmt
Total Rev And Expnss$69,786TotalRevAndExpnssAmt
Total Net Invst Incm$11,061TotalNetInvstIncmAmt
Total Adj Net Incm$11,061TotalAdjNetIncmAmt
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$28,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,436ExcessRevenueOverExpensesAmt
Net Investment Income$11,061NetInvestmentIncomeAmt
Adjusted Net Income$11,061AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,165CashBOYAmt
Cash EOY$2,481CashEOYAmt
Cash EOYFMV$2,481CashEOYFMVAmt
Corporate Stock BOY$377,367CorporateStockBOYAmt
Corporate Stock EOY$421,487CorporateStockEOYAmt
Total Assets BOY$382,532TotalAssetsBOYAmt
Total Assets EOY$423,968TotalAssetsEOYAmt
Total Assets EOYFMV$2,481TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$382,532RetainedEarningBOYAmt
Retained Earning EOY$423,968RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$382,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$423,968TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$423,968TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,436ExcessRevenueOverExpensesAmt
Subtotal$423,968SubtotalAmt
Tot Net Ast Or Fund Balances EOY$423,968TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$154InvestmentIncomeExciseTaxAmt
Subtotal$154SubtotalAmt
Tax Based On Investment Income$154TaxBasedOnInvestmentIncomeAmt
Tax Due$154TaxDueAmt

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$572,202AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$577,461TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$577,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,662CashDeemedCharitableAmt
Net Vl Noncharitable Assets$568,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$154TaxBasedOnInvestmentIncomeAmt
Total Tax$154TotalTaxAmt
Distributable Before Adj$28,286DistributableBeforeAdjAmt
Distributable Before Ded$28,286DistributableBeforeDedAmt
Distributable As Adjusted$28,286DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,350ExpensesAndContributionsAmt
Qualifying Distributions$28,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,286DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,215ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,318ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,237ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$879ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,890ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,539TotalExcessDistributionCyovAmt
Qualifying Distributions$28,350QualifyingDistributionsAmt
Applied To Current Year$28,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$64RemainingDistriFromCorpusAmt
Total Corpus$18,603TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,215ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,388ExcessDistriCyovToNextYrAmt
Excess From Year4$1,318ExcessFromYear4Amt
Excess From Year3$9,237ExcessFromYear3Amt
Excess From Year2$879ExcessFromYear2Amt
Excess From Year1$5,890ExcessFromYear1Amt
Excess From Current Year$64ExcessFromCurrentYearAmt

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$6,100
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$5,000
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
LAKELAND ANIMAL SHELTER
3615 WI-67DELAVANWI53115TO SUPPORT THE CARE OF ANIMALS$500
HABITAT FOR HUMANITY
PO BOX 174LAKE GENEVAWI53147TO SUPPORT DECENT PLACES TO LIVE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,051ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,733RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,061ExclusionAmt
Related Or Exempt Function Incm$8,733RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,794TotalIncomeProducingActyAmt

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 (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
15 SHS AMGEN INC2019-12PURCHASE2022-11$4,352$3,648$704
100 SHS MERIDIAN BIOSCIENCE2019-12PURCHASE2022-11$3,207$1,010$2,197
60 SHS SCHLUMBERGER LTD2015-12PURCHASE2022-12$3,062$530$2,532
15 SHS MCDONALDS CORP2015-02PURCHASE2022-12$4,122$822$3,300

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
746 SHS COMCAST CORPP CL A$2,700
370 SHS FISERV INC$3,315
178 SHS AMERICAN EXPRESS COMPANY$8,225
300 SHS JPMORGAN CHASE$9,696
340 SHS SCHLUMBERGER LTD$3,005
323 SHS KIMBERLY-CLARK CORP$13,338
204 SHS AUDACY INC$1,295
55 SHS KIMBERLY-CLARK CORP-REINVEST$6,847
397 SHS PARAMOUNT GLOBAL$8,546
240 SHS AMAZON.COM$21,494
182 SHS AMGEN INC.$44,180
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
30 SHS MERIDIAN BIOSCIENCE$303
350 SHS MERIDIAN BIOSCIENCE$3,534
200 SHS OSHKOSH CORP$19,009
200 SHS ROCKWELL AUTOMATION$40,812
210 SHS STARBUCKS CORP$18,610
250 SHS WESTROCK CO$10,791
700 SHS WINTRUST$24,227
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
5.2612 SHS WESTROCK CO$167
55 SHS PEPSICO INC$908
100 SHS AMERICAN EXPRESS CO$963
95 SHS MCDONALDS CORP$724
OTHER ASSET$119,511

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