HELIOS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELIOS FOUNDATION INC (EIN 39-1532106)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-03-15
- IRS object ID
- 202200749349100810
- Schema version
- 2020v4.2
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-15T11:32:20-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | 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 | 18 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 | 2022-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | PETERSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,425,622 | 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 | $68,822 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $233,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,538,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $705,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,309 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,029 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $626,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $577,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $266,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $885,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $885,396 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $892,637 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $496,080 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $507,828 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,100,449 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,708,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,211,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $299,075 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $548,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $558,508 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $183,814 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $183,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,742,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,822,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,425,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,742,873 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,822,152 | 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 | $7,742,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,822,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,742,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,822,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,742,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,822,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,822,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ORACLE | P | 2016-11-12 | 2020-06-30 | $27,534 | $19,721 | $7,813 | $7,813 |
| ABBOTT LABS | P | 2016-11-12 | 2020-06-30 | $19,948 | $7,982 | $11,966 | $11,966 |
| KIMBERLY-CLARK | P | 2016-11-12 | 2020-08-11 | $15,626 | $11,285 | $4,341 | $4,341 |
| STERICYCLE | P | 2011-11-18 | 2020-08-11 | $32,809 | $38,652 | -$5,843 | -$5,843 |
| T ROWE PRICE | P | 2016-11-12 | 2020-08-11 | $28,033 | $14,229 | $13,804 | $13,804 |
| WATERS CORP | P | 2016-11-12 | 2020-08-11 | $21,495 | $14,200 | $7,295 | $7,295 |
| ADOBE | P | 2016-11-12 | 2020-08-26 | $52,590 | $2,739 | $49,851 | $49,851 |
| US TREASURY NOTE | P | 2020-02-03 | 2020-11-15 | $200,000 | $200,283 | -$283 | -$283 |
| VIATRIS INC | P | 2016-11-12 | 2020-11-16 | $8 | $6 | $2 | $2 |
| MARSH & MCLENNAN BOND | P | 2020-04-30 | 2020-12-29 | $100,000 | $101,506 | -$1,506 | -$1,506 |
| TOTAL SYSTEM BOND | P | 2020-04-30 | 2021-03-01 | $100,000 | $101,413 | -$1,413 | -$1,413 |
| US TREASURY NOTE | P | 2017-09-20 | 2021-03-31 | $100,000 | $98,705 | $1,295 | $1,295 |
| US TREASURY NOTE | P | 2019-02-08 | 2021-03-31 | $100,000 | $97,568 | $2,432 | $2,432 |
| DUKE ENERGY | P | 2016-11-12 | 2021-04-09 | $29,265 | $22,456 | $6,809 | $6,809 |
| ALPHABET (GOOGLE) C | P | 2016-11-12 | 2021-04-09 | $68,262 | $22,474 | $45,788 | $45,788 |
| ORACLE | P | 2016-11-12 | 2021-04-09 | $37,665 | $19,721 | $17,944 | $17,944 |
| WATERS CORP | P | 2016-11-12 | 2021-04-09 | $30,234 | $14,200 | $16,034 | $16,034 |
| VARIAN MEDICAL SYSTEMS | P | 2007-05-02 | 2021-04-15 | $48,813 | $47,315 | $1,498 | $1,498 |
| VARIAN MEDICAL SYSTEMS | P | 2007-06-14 | 2021-04-15 | $22,188 | $21,507 | $681 | $681 |
| BERKSHIRE HATHAWAY - A | P | 2016-11-12 | 2021-05-24 | $436,569 | $235,181 | $201,388 | $201,388 |
| XILINX | P | 2020-02-03 | 2020-11-25 | $54,211 | $34,036 | $20,175 | $20,175 |
| VIATRIS INC | P | 2016-11-12 | 2020-12-22 | $13,053 | $10,177 | $2,876 | $2,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,120 | 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 | $5,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,118 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | 18 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 | |||||||||
| 1322 42ND AVENUE SW | SEATTLE | WA | 98116 | 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 | $76,309 | $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 | 18 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 | $76,309 | 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 | $12,134,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,561,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,561,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,372,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,238 | TotalTaxAmt |
| Distributable Before Adj | $610,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $577,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $577,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $577,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $132,829 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $577,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $577,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,274 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,274 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $502,920 | 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 | $99,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $403,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,093 | ExcessFromYear4Amt |
| Excess From Year3 | $243,813 | ExcessFromYear3Amt |
| Excess From Year2 | $40,655 | ExcessFromYear2Amt |
| Excess From Year1 | $14,804 | ExcessFromYear1Amt |
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 | 18 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| CAMP HIGH HOPES | |||||||
| 5804 CORRECTIONVILLE ROAD | SIOUX CITY | IA | 51106 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| CASA MYRNA | |||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| CENTER FOR THE ARTS | |||||||
| PO BOX 1819 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $6,500 |
| CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT | |||||||
| 255 HEMPSTEAD ST | NEW LONDON | CT | 06320 | N/A | PUBLIC | GROTON RENOVATION PROJECT | $50,000 |
| CHILDREN'S THEATRE COMPANY AND SCHOOL | |||||||
| 2400 3RD AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLAREMONT SCHOOL OF THEOLOGY | |||||||
| 1325 N COLLEGE AVE | CLAREMONT | CA | 91711 | N/A | PUBLIC | CENTER FOR PROCESS STUDIES | $62,500 |
| COMMUNITY CLOTHES CLOSET | |||||||
| 1465 OPPORTUNITY WAY B | MENASHA | WI | 54952 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| CONGREGATION KEHILLATH ISRAEL | |||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 04260 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| CRESTED BUTTE LAND TRUST | |||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $6,500 |
| CULTURAL HERITAGE IMAGING | |||||||
| 2325 3RD STREET SUITE 323 | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| EMPOWERS AFRICA INC | |||||||
| 2 BEEKMAN PLACE STE 18B | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL; ANTI-POACHING; BOTSWANA PROJECT | $3,000 |
| FARM AID | |||||||
| 501 CAMBRIDGE ST 3RD FL | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | GENERAL SUPPORT | $8,000 |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 2911 W EVERGREEN DRIVE | APPLETON | WI | 54913 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| FOOD BANK OF SIOUXLAND INC | |||||||
| 1311 11TH ST | SIOUX CITY | IA | 51105 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF SARNELLI HOUSE UA | |||||||
| BOX 88234 | MILWAUKEE | WI | 53288 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| GROTON OPEN SPACE ASSOCIATION | |||||||
| PO BOX 9187 | GROTON | CT | 06340 | N/A | PUBLIC | GENERAL SUPPORT | $14,000 |
| GUNNISON COUNTRY FOOD PANTRY | |||||||
| 321 NORTH MAIN UNIT C | GUNNISON | CO | 81230 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| GUTHRIE THEATER FOUNDATION | |||||||
| 818 SOUTH 2ND ST | MINNEAPOLIS | MN | 55415 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| HARVEST HOPE FOOD BANK | |||||||
| 2220 SHOP ROAD | COLUMBIA | SC | 29201 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| HEART OF THE HOUSE FOUNDATION | |||||||
| 211 N 1ST ST STE 150 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| HENNEPIN THEATRE TRUST | |||||||
| 900 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 | $4,000 |
| IMAGINE SCHOLAR | |||||||
| PO BOX 80175 | PORTLAND | OR | 97280 | N/A | PUBLIC | GENERAL SUPPORT | $6,500 |
| JUXTAPOSITION ARTS | |||||||
| 2007 EMERSON AVE N | MINNEAPOLIS | MN | 55424 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| LAMB ARTS REGIONAL THEATRE | |||||||
| 417 MARKET ST | SIOUX CITY | IA | 51103 | N/A | PUBLIC | BUILDING PROJECT | $5,000 |
| MARY ELIZABETH CHILD CARE CENTER & PRESCHOOL | |||||||
| 814 COURT ST | SIOUX CITY | IA | 51105 | N/A | PUBLIC | PLAYGROUND PROJECT | $10,000 |
| MARY'S PLACE | |||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | ST PAUL | MN | 55101 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MOUNTAIN ROOTS FOOD PROJECT | |||||||
| PO BOX 4163 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $6,500 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | N/A | PUBLIC | RESTORATION OF THE LA DUNTON | $25,000 |
| NAMI WOOD RIVER VALLEY | |||||||
| PO BOX 95 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| NEENAH ANIMAL SHELTER | |||||||
| 951 COUNTY ROAD G | NEENAH | WI | 54956 | N/A | PUBLIC | CAPITAL CAMPAIGN | $5,000 |
| NEW LONDON HOMELESS HOSPITALITY CENTER | |||||||
| 730 STATE PIER RD | NEW LONDON | CT | 06320 | N/A | PUBLIC | GENERAL SUPPORT | $15,000 |
| PANDO POPULUS INC | |||||||
| 8391 BEVERLY BLVD 460 | LOS ANGELES | CA | 90048 | N/A | PUBLIC | GENERAL SUPPORT | $25,000 |
| PETA | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PUBLIC | URGE SEAWORD TO STOP BREEDING DOLPHINS | $3,000 |
| PROJECT OCEANOLOGY | |||||||
| 1084 SHENNECOSSETT RD | GROTON | CT | 06340 | N/A | PUBLIC | ED ADAMS SCHOLARSHIP FUND | $5,000 |
| SAFE FUTURES INC | |||||||
| 16 JAY ST | NEW LONDON | CT | 06320 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| SAVANNAH SCIENCE MUSEUM | |||||||
| PO BOX 9841 | SAVANNAH | GA | 31412 | N/A | PUBLIC | CARETTA RESEARCH PROJECT | $5,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | N/A | PUBLIC | MINNESOTA CENTRAL KITCHEN | $5,000 |
| SIOUXLAND CARES ABOUT SUBSTANCE ABUSE | |||||||
| 101 PIERCE STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | SUBSTANCE ABUSE PREVENTION; DATA | $10,000 |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 125 WELLS AVE | NEWTON | MA | 02459 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 406 12TH STREET | SIOUX CITY | IA | 51105 | N/A | PUBLIC | FOOD PANTRY | $1,000 |
| SUN VALLEY COMMUNITY SCHOOL | |||||||
| 181 OLD DOLLAR ROAD | SUN VALLEY | ID | 83353 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| SUN VALLEY COMMUNITY SCHOOL | |||||||
| PO BOX 2118 1 COMMUNITY DR | SUN VALLEY | ID | 83353 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| SWIFTSURE RANCH | |||||||
| 1145 CALYPSO LANE | BELLEVUE | ID | 83313 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE ADVOCATES | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE HUNGER COALITION | |||||||
| 121 HONEYSUCKLE ST | BELLEVUE | ID | 83313 | N/A | PUBLIC | BLOOM COMMUNITY FOOD CENTER | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 159 WATERMAN ST | PROVIDENCE | RI | 02906 | N/A | PUBLIC | BLOCK ISLAND PROGRAM | $3,000 |
| THE SENIOR CONNECTION | |||||||
| PO BOX 28 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE WARMING SHELTER | |||||||
| 916 NEBRASKA ST | SIOUX CITY | IA | 51105 | N/A | PUBLIC | GENERAL SUPPORT | $30,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| TROUT UNLIMITED | |||||||
| PO BOX 7400 | WOOLY BUGGER | WV | 25438 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | GENERAL SUPPORT | $12,000 |
| UNITED WAY OF SIOUXLAND | |||||||
| 701 STEUBEN STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | WOMEN UNITED & SOURCE FOR SIOUXLAND | $15,000 |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| WATCH HILL CONSERVANCY | |||||||
| ONE BAY ST | WESTERLY | RI | 02891 | N/A | PUBLIC | NAPATREE POINT | $3,000 |
| WEST SEATTLE FOOD BANK | |||||||
| 3419 SW MORGAN ST | SEATTLE | WA | 98126 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| WESTSIDE SCHOOL | |||||||
| 10404 34TH AVE SW | SEATTLE | WA | 98146 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| WHATCOM COMMUNITY FOUNDATION | |||||||
| 1500 CORNWALL AVE STE 202 | BELLINGHAM | WA | 98225 | N/A | PUBLIC | KEEP MUSIC ALIVE WA | $3,000 |
| WOMEN AWARE | |||||||
| 505 5TH ST STE 422 | SIOUX CITY | IA | 51101 | N/A | PUBLIC | GENERAL SUPPORT | $9,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION ST | HAILEY | ID | 83333 | N/A | PUBLIC | POLLINATOR MEADOW | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $233,857 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $402,947 | 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 | $636,804 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,804 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BUCHANAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NORTHERN ROAD SUITE 900 | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $68,822 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 400 SHS VARIAN MEDICAL SYSTEMS INC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $68,822 | FairMarketValueAmt |
| Received | 2020-09-30 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REQUEST FOR WAIVER OF ANY PENALTIES | IdentifierTxt |
| Form And Line Reference | E-FILE IN RESPONSE TO IRS NOTICE RECEIVED | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN IS BEING E-FILED NOW IN RESPONSE TO A NOTICE RECEIVED FROM THE IRS, WHICH CLARIFIED THAT E-FILING IS NOW REQUIRED. THE NOTICE IS DATED FEBRUARY 17, 2022 AND REQUIRES E-FILING WITHIN TEN DAYS OF THE NOTICE DATE. HOWEVER, THE POSTMARK ON THE ENVELOPE IN WHICH THE NOTICE ARRIVED WAS MARCH 8, 2022 AND THE NOTICE WAS NOT RECEIVED UNTIL MARCH 15, 2022. AS A RESULT, THE TAXPAYER IS E-FILING WITHIN TEN DAYS OF THE DATE OF RECEIPT AND OF THE DATE OF THE POSTMARK. THE TAXPAYER RESPECTFULLY REQUESTS THAT ANY PENALTIES BE WAIVED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACHED | BondNm |
| EOY Book Value | $548,481 | EOYBookValueAmt |
| EOYFMV | $558,508 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHED | StockNm |
| EOY Book Value | $5,708,381 | EOYBookValueAmt |
| EOYFMV | $12,211,730 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $496,080 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $507,828 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $183,814 | BookValueAmt |
| EOYFMV | $262,160 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,029 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR AND OTHER FEES | Desc |
| Revenue And Expenses Per Books | $273 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,206 | $0 | $0 |
| PAYROLL TAXES | $1,530 | $0 | $0 |
Comments