IMMANUEL ENDOWMENT FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IMMANUEL ENDOWMENT FOUNDATION INC (EIN 39-1773115)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-23
IRS object ID
202221439349101117
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-23T17:45:39-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812807806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Zander Tax and Bookkeeping IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1114 E Chapel StAddressLine1Txt
CityDodgevilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53533ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391773115EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IMMANUEL ENDOWMENT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIMMABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 WEST MAIN STREETAddressLine1Txt
CityMOUNT HOREBCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY KALSCHEURPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6084378733PhoneNum
Signature2022-02-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastKALSCHEURPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTracy L ZanderPreparerPersonNm
PTINP01460139PTIN
Phone6089353298PhoneNum
Preparation2022-05-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$70,640FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,466InterestOnSavRevAndExpnssAmt
Other Income Rev And Expnss$22OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,488TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$84OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$84OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,584TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$775CashBOYAmt
Cash EOY$825CashEOYAmt
Cash EOYFMV$825CashEOYFMVAmt
Sav And Temp Cash Invst BOY$69,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,815SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$69,815SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$70,590TotalAssetsBOYAmt
Total Assets EOY$70,640TotalAssetsEOYAmt
Total Assets EOYFMV$70,640TotalAssetsEOYFMVAmt
Deferred Revenue BOY$775DeferredRevenueBOYAmt
Deferred Revenue EOY$825DeferredRevenueEOYAmt
Total Liabilities BOY$775TotalLiabilitiesBOYAmt
Total Liabilities EOY$825TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$69,815NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$69,815NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$69,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$69,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$70,590TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$70,640TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$69,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96ExcessRevenueOverExpensesAmt
Other Increases$96OtherIncreasesAmt
Subtotal$69,815SubtotalAmt
Tot Net Ast Or Fund Balances EOY$69,815TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksAMY KALSCHEURIndividualWithBooksNm
Phone6084378733PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 WEST MAIN STREETAddressLine1Txt
CityMOUNT HOREBCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRACEY PUNZEL
310 WEST MAIN STREETMOUNT HOREBWI53572VICE-PRESIDENT0.00$0$0$0
LISA GRINDE
310 BLUE VIEW DRIVEMOUNT HOREBWI53572PRESIDENT0.00$0$0$0
CHERI JANSSEN
805 DANIEL PASSMOUNT HOREBWI53572SECRETARY0.00$0$0$0
AMY KALSCHEUR
3381 WITTE ROADMOUNT HOREBWI53572TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1JOHN SCHMITT FOR CLEAN WATER PROJECTDescription1Txt
Expenses1$200Expenses1Amt
Description2EVONNE MARTIN TO BUY FOOD FOR THE NEEDYDescription2Txt
Expenses2$300Expenses2Amt
Description3EVONNE MARTIN TO BUY FOOD TO STOCK THE LITTLE FREE PANTRYDescription3Txt
Expenses3$1,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,584ExpensesAndContributionsAmt
Qualifying Distributions$1,584QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$1,584QualifyingDistributionsAmt
Remaining Distri From Corpus$1,584RemainingDistriFromCorpusAmt
Total Corpus$1,584TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,584ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,584ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,584CurrentYearAmt
Year1$1,471Year1Amt
Total$3,055TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$1,500CurrentYearAmt
Year1$1,442Year1Amt
Total$2,942TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$84CurrentYearAmt
Year1$29Year1Amt
Total$113TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCOMMITTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1310 WEST MAIN STREETAddressLine1Txt
CityMOUNT HOREBCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6084378733RecipientPhoneNum
Form And Info And MaterialsQUESTIONNAIREFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 10THSubmissionDeadlinesTxt
Restrictions On AwardsMUST BE USED FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOHN SCHMITT
310 WEST MAIN STREETMOUNT HOREBWI53572CLEAN WATER PROJECT$200
EVONNE MARTIN
310 WEST MAIN STREETMOUNT HOREBWI53572FEED THE NEED$300
EVONNE MARTIN
310 WEST MAIN STREETMOUNT HOREBWI53572LITTLE FOOD PANTRY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,466UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,466UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,466TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS PENALTY$74$0$0$74
FILING FEE TO STATE$10$0$0$10

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN UNUSED FUNDSDesc
Revenue And Expenses Per Books$22RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING ISSUEDesc
Amt$96Amt

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