B A AND ESTHER GREENHECK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- B A AND ESTHER GREENHECK FOUNDATION (EIN 39-1937735)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-15
- IRS object ID
- 202222279349100417
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T10:39:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391937735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BA & ESTHER GREENHECK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAAN | BusinessNameControlTxt |
| Phone | 7158423700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET STE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544034871 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA JACKSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/TRUSTEE | PersonTitleTxt |
| Phone | 7158423700 | PhoneNum |
| Signature | 2022-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAMELA | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY A COATES CPA | PreparerPersonNm |
| PTIN | P00134220 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2022-08-09 | PreparationDt |
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 | 2021 | 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 | $76,504,860 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,017,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,119,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,723,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,776,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,074,065 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $118,685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,456 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,860,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,239,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $272,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $272,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,084 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,962 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Net Invst Incm | $574,846 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,401 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,846 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $695 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $67,381 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,381 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,636 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,636 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $597,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $599,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $514,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,976,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,976,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,574,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $599,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,491,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,640,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,834,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,259,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,259,650 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,350 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,350 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $50,816,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,519,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,519,899 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,172,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,386,110 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,386,110 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,277,299 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,317,932 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,317,932 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $114,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,798 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,614 | LandBOYAmt |
| Land EOY | $1,919 | LandEOYAmt |
| Land EOYFMV | $1,919 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $72,122,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,504,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,504,860 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,591,667 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,945,172 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,591,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,945,172 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $69,531,185 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $73,559,688 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,531,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,559,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,122,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,504,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,531,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,742,838 | OtherIncreasesAmt |
| Subtotal | $73,559,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,559,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $29,674,274 | $25,701,941 | $3,972,333 | $3,972,333 |
| CAPITAL GAINS DIVIDENDS | P | $101,732 | $101,732 | $101,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,074,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,818 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,818 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,311 | OverpaymentAmt |
| Applied To ES Tax | $21,311 | 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 | PAMELA JACKSON | IndividualWithBooksNm |
| Phone | 7158423700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET STE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA L GUMNESS | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DONALD L GRADE | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARK J BRADLEY | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEAN C TEHAN | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JON A JACKSON | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAMELA JACKSON | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | EXEC. DIR./TRUSTEE | 40.00 | $87,500 | $48,905 | $0 |
| BRIAN GUMNESS | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | CEO/TRUSTEE | 40.00 | $120,000 | $44,356 | $0 |
| DAVID JOHNSON | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA BROWN | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | OPERATIONS ADMIN/TRUSTEE | 40.00 | $65,000 | $35,706 | $0 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| RUDER WARE | ||||||
| 500 1ST ST 8000 | WAUSAU | WI | 54402 | INVESTMENT MGMT/ADMINISTRATION | $464,876 | |
| WILLIAM BLAIR & COMPANY LLC | ||||||
| 1166 AVENUE OF THE AMERICAS 20TH | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT FEE | $109,969 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,614,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,862,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,477,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,477,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,117,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,359,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,667,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,667,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,507 | TotalTaxAmt |
| Distributable Before Adj | $3,603,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,603,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,603,486 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,491,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,491,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,603,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $472,659 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,491,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $472,659 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,603,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $415,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $415,468 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $415,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $415,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE GRANT APPLICATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544034871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7158423700 | RecipientPhoneNum |
| Recipient Email Address | WWW.PROVIDINGOPPORTUNITIES.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WWW.PROVIDINGOPPORTUNITIES.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY CENTRAL WISCONSIN GEOGRAPHIC REGION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WALK IN THEIR SHOES | |||||||
| 5206 FULLER ST | WESTON | WI | 54476 | NONE | PC | "EDWINS- EDUCATION WINS" | $8,000 |
| AHA (AMERICAN-HISPANIC ASSOCIATION) | |||||||
| 219 N 4TH AVE | WAUSAU | WI | 54401 | NONE | PC | A.H.A. IN PARTNERSHIP WITH OTHER HEALTH PROVIDERS IS HOLDING AN EVENT AT BROCKMEYER PARK IN WAUSAU TO ATTRACT HISPANIC AND OTHER UNDER-SERVED COMMUNITIES AND OFFER THE PFIZER AND J & J VACCINE. | $8,500 |
| AIDS RESOURCE CENTER OF WISCONSIN | |||||||
| 820 N PLANKINTON AVENUE | MILWAUKEE | WI | 53203 | NONE | PC | INCREASING ACCESS TO DRUG OVERDOSE PREVENTION IN WAUSAU, WI | $10,000 |
| ALZHEIMER'S ASSOCIATION WISCONSIN CHAPTER | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | OPERATIONS:JULY 1, 2021 - JUNE 30, 2022 | $30,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2850 DAIRY DR SUITE 130 | MADISON | WI | 53718 | NONE | PC | SAVING LITTLE HEARTS | $17,000 |
| ASPIRUS HEALTH FOUNDATION INC | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PC | ANYA MARIE JACKSON NEONATAL INTENSIVE CARE UNIT-TRANSPORTER | $135,000 |
| ASPIRUS HEALTH FOUNDATION INC | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PC | FAMILY HOUSE AT ASPIRUS | $83,333 |
| ASSET BUILDERS | |||||||
| 1213 NORTH SHERMAN AVENUE 195 | MADISON | WI | 53704 | NONE | PC | WAUSAU FINANCIAL LITERACY. FINANCE & INVESTMENT CHALLENGE BOWL; FINANCIAL WELLNESS CONFERENCE | $5,000 |
| AUDIO & BRAILLE ENHANCEMENT INC (ABLE) | |||||||
| 803 W WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PC | AUDIO BOOKS FOR PEOPLE IN MARATHON COUNTY WHO ARE BLIND OR PRINT DISABLED | $5,000 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 227400 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PC | OPERATIONS: JANUARY 1, 2021 - DECEMBER 31, 2021 | $30,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 475 | SCHOFIELD | WI | 54476 | NONE | PC | OPERATIONS:JULY 1, 2021 - JUNE 30, 2022 | $25,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | NONE | PC | TRANSFORMING SPACES & ENRICHING LIVES RENOVATION | $400,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | NONE | PC | OPERATIONS:9/1/2021-8/31/2022 | $30,000 |
| BRIDGE STREET MISSION | |||||||
| 115 W BRIDGE STREET | WAUSAU | WI | 54401 | NONE | PC | BED BUG REMEDIATION | $5,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 266 | LA CROSSE | WI | 54601 | NONE | PC | OPERATIONS: JULY 1, 2021 - JUNE 30, 2022 | $30,000 |
| CENTER FOR THE VISUAL ARTS | |||||||
| 427 N 4TH STREET | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: OCTOBER 1 2021 - SEPTEMBER 30, 2022 | $30,000 |
| CENTRAL WISCONSIN EDUCATIONAL THEATER ALLIANCE INC | |||||||
| 225780 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PC | THE CENTRAL WISCONSIN EDUCATIONAL THEATER ALLIANCE WILL BE COLLABORATING WITH THE CONSERVATORY OF MUSIC AND THE SCHOOL OF BALLET TO HOST VOCAL PERFORMANCE AND DANCE CAMPS. THESE CAMPS WILL KICK OFF CWETA'S 2022 PRODUCTION OF CATS. | $10,000 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 | MOSINEE | WI | 54455 | NONE | PC | GOOD START GRANTS | $75,000 |
| CHILDRENS IMAGINARIUM INC | |||||||
| 223809 LAKESHORE DRIVE | WAUSAU | WI | 54401 | NONE | PC | CHILDREN'S MUSEUM OF MARATHON COUNTY FUND | $250,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 333 N COMMERCIAL STREET SUITE 400 | NEENAH | WI | 54956 | NONE | PC | START RIGHT: DEVELOPING SAFE, HEALTHY, SCHOOL-READY CHILDREN IN MARATHON COUNTY | $75,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 333 N COMMERCIAL STREET SUITE 400 | NEENAH | WI | 54956 | NONE | PC | CHILDRENS WAUSAU CHILD ADVOCACY CENTER: PROTECTING KIDS, PROMOTING HEALING, PROVIDING JUSTICE | $50,000 |
| CHRISTMAS IN JULY CHARITY | |||||||
| 8304 SOUTHRIDGE DRIVE | ROTHSCHILD | WI | 54474 | NONE | PC | "CHILD EXPERIENCES" FOR THE MARSHFIELD CHILDREN'S HOSPITAL | $5,000 |
| CITY OF WAUSAU | |||||||
| 407 GRANT STREET | WAUSAU | WI | 54401 | NONE | GOV | WAUSAU WINDOW & WALL | $1,250 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOV | WAUSAU POLICE DEPARTMENT - VICTIM RESOURCE UNIT | $51,600 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | |||||||
| 500 1ST STREET SUITE 2600 | WAUSAU | WI | 54403 | NONE | PC | COMMUNITY ARTS GRANTS 2021 | $50,000 |
| COMMUNITY PARTNERS CAMPUS | |||||||
| 364 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | PC | COMMUNITY PARTNERS CAMPUS NEW FACILITY CAPITAL CAMPAIGN | $200,000 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEVELAND AVE SUITE 2 | WEST ALLIS | WI | 53227 | NONE | PC | ONE-ON-ONE SERVICES FOR INDIVIDUALS WITH DISABILITIES | $5,000 |
| FAITH IN ACTION OF MARATHON COUNTY | |||||||
| 630 ADAMS STREET | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: JANUARY 1 - DECEMBER 31 | $15,000 |
| FRIENDS OF JOJO'S JUNGLE | |||||||
| 5812 WESTON MEADOWS PASS | WESTON | WI | 54476 | NONE | PC | JOJO'S JUNGLE | $500,000 |
| FRIENDS OF RIB MOUNTAIN | |||||||
| 149801 STATE PARK ROAD | WAUSAU | WI | 54401 | NONE | PC | RIB MOUNTAIN STATE PARK PLAYGROUND RECONSTRUCTION | $20,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PC | SUPPORTING GIRLS IN NEED: REACHING OUT, ETROOP & CAMP FINANCIAL AID | $22,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PC | WAUSAU HOMES SCOUT CENTER ROOF REPLACEMENT | $20,000 |
| GRANITE PEAK SKI TEAM | |||||||
| PO BOX 814 | WAUSAU | WI | 54402 | NONE | PC | CONTINUED DEVELOPMENT SELF SUSTAINING RACE VENUE - SAFETY EQUIPMENT | $6,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHCENTRAL DISTRICT | |||||||
| 300 N 3RD ST L04 | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: JULY 1, 2020 - JUNE 30, 2021 | $30,000 |
| KEEP AREA TEENS SAFE INC | |||||||
| KATS INC C/O NCCAP | WAUSAU | WI | 54403 | NONE | PC | KEEP AREA TEENS SAFE, INC | $60,000 |
| LEIGH YAWKEY WOODSON ART MUSEUM | |||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 544035007 | NONE | PC | OPERATIONS: JULY 1, 2021 - JUNE 30, 2022 | $30,000 |
| MAKE-A-WISH WISCONSIN | |||||||
| 11020 WEST PLANK COURT | WAUWATOSA | WI | 53226 | NONE | PC | B.A. & ESTHER GREENHECK FOUNDATION WISHES COME TRUE PROJECT | $6,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | |||||||
| 410 MCINDOE STREET | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: JANUARY 1, 2021 - DECEMBER 31, 2021 | $25,000 |
| MARATHON COUNTY LITERACY COUNCIL INC | |||||||
| 515 N THIRD ST | WAUSAU | WI | 54403 | NONE | PC | SHARE A STORY | $3,806 |
| MIDSTATE INDEPENDENT LIVING CHOICES - RAMP UP | |||||||
| 3262 CHURCH ST 1 | STEVENS POINT | WI | 54481 | NONE | PC | RAMP UP MARATHON COUNTY | $15,000 |
| MOSINEE SCHOOL DISTRICT | |||||||
| 146001 STATE HWY 153 | MOSINEE | WI | 54455 | NONE | GOV | MOSINEE ELEMENTARY SCHOOL ALL INCLUSIVE PLAYGROUND | $20,000 |
| NAMI NORTHWOODS | |||||||
| PO BOX 262 | WAUSAU | WI | 54402 | NONE | PC | PART- TIME EXECUTIVE DIRECTOR AND OPERATIONAL EXPENSE . | $10,000 |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | |||||||
| 1000 WEST CAMPUS DRIVE | WAUSAU | WI | 54401 | NONE | PC | B.A. & ESTHER GREENHECK FOUNDATION SCHOLARSHIP | $5,000 |
| NORTHLAND LUTHERAN HIGH SCHOOL | |||||||
| 1202 LEMKE AVE | ROTHSCHILD | WI | 54474 | NONE | PC | MENTAL HEALTH - FINDING WAYS TO SAFELY BRINGS STUDENTS BACK TO SCHOOL AND ALLOW STUDENTS TO PARTICIPATE IN EXTRACURRICULAR ACTIVITIES | $10,000 |
| NORTHLAND LUTHERAN HIGH SCHOOL | |||||||
| 1202 LEMKE AVE | ROTHSCHILD | WI | 54474 | NONE | PC | PROVIDING OPPORTUNITIES & STRENGTHENING OUR COMMUNITY THROUGH AN ENGINEERING PROGRAM | $32,168 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | NONE | PC | ODC IS REQUESTING FUNDS TO SUPPORT YOUTH AND YOUNG ADULTS DURING THIS TIME OF COVID AND SPECIFICALLY THE 2021-2022 SCHOOL YEAR. ODC WILL PARTNER WITH MARATHON COUNTY SPECIAL EDUCATION AND WAUSAU SCHOOLS TO PROVIDE VIRTUAL AND IN-PERSON SUPPORT. | $10,000 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | NONE | PC | DEVELOPMENT AND EXPANSION OF YOUTH SERVICES FOR CHILDREN WITH DISABILITIES IN MARATHON COUNTY | $35,000 |
| PATRIOT K9 PARTNERS OF WISCONSIN DBA PATRIOT K9S OF WISCONSIN | |||||||
| 7333 STEWART AVE | WAUSAU | WI | 54401 | NONE | PC | PATRIOT K9 OF WISCONSIN VETERAN SERVICE DOG TRAINING PROJECT | $50,000 |
| PEACEFUL SOLUTIONS | |||||||
| 731 N 1ST STREET SUITE 5000 | WAUSAU | WI | 54403 | NONE | PC | TRAUMA INFORMED YOGA | $4,800 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PC | GRAND THEATER LIGHTING SYSTEM | $200,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: JULY 1, 2020 - JUNE 30, 2021 | $30,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PC | THE GRAND THEATER'S GHOST LIGHT FUND | $200,000 |
| RISE UP CENTRAL WISCONSIN INC | |||||||
| 227060 BOULDER RIDGE CIRCLE | WAUSAU | WI | 54401 | NONE | PC | RISE UP HUB @ WHITEWATER MUSIC HALL | $35,000 |
| ROBERT W MONK GARDENS INC AKA MONK BOTANICAL GARDENS | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | BUILDING MONK BOTANICAL GARDENS CAPACITY TO PREPARE FOR A CAPITAL CAMPAIGN | $75,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| 1109 6TH STREET | WAUSAU | WI | 54403 | NONE | PC | COMMUNITY RESOURCE, JOB PLACEMENT AND UNEMPLOYMENT PROGRAM | $10,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| 1109 6TH STREET | WAUSAU | WI | 54403 | NONE | PC | FROM LAOS TO AMERICA - PROGRAM COORDINATOR | $25,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PC | SHARE YOUR HOLIDAYS 2021 | $12,500 |
| THE NEIGHBORS' PLACE INC | |||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PC | OPERATIONS: JANUARY 1, 2021 - DECEMBER 31, 2021 | $30,000 |
| THE OPEN DOOR OF MARATHON COUNTY INC | |||||||
| 319 N 4TH STREET | WAUSAU | WI | 54403 | NONE | PC | EXPANSION OF OPEN DOOR PAID STAFF. | $10,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PC | OPERATIONS: OCTOBER 1, 2020 - SEPTEMBER 30, 2021 | $30,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PC | SHARE YOUR HOLIDAYS 2021 | $12,500 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | HOORAY FOR HOLLYWOOD 2021. WHILE THE UNCERTAINTY OF COVID HAS CHANGED THE WAY WE ARE HOLDING THIS EVENT, WE ARE STILL PLANNING AN EVENT FOR 2021. THE EVENT WILL BE VIRTUAL. THE EVENT IS PLANNED FOR MARCH 11, 2021 AT 7 PM. | $5,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | OPERATIONS: JANUARY 1 - DECEMBER 31, 2021 | $30,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 SOUTH 24TH AVENUE SUITE 400B | WAUSAU | WI | 54401 | NONE | PC | READY TO READ | $12,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| PO BOX 1384 | WAUSAU | WI | 544021384 | NONE | PC | FILL A BACKPACK FILL A NEED (FABFAN) | $7,500 |
| UWMC FOUNDATION | |||||||
| 518 SOUTH 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | B.A. & ESTHER GREENHECK DEPARTMENTAL DISTINCTION AWARDS | $5,000 |
| WAUSAU SCHOOL FOUNDATION | |||||||
| 415 SEYMOUR ST | WAUSAU | WI | 54403 | NONE | PC | GATHERING AT THE SCHOOL FOREST ~ ENVIRONMENTAL LEARNING CENTER | $50,000 |
| WAUSAU SCHOOL FOUNDATION | |||||||
| 415 SEYMOUR ST | WAUSAU | WI | 54403 | NONE | PC | CLASSROOM EMERGENCY GO PACKS | $15,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PC | CENTRAL WISCONSIN HIGH SCHOOL LEADERSHIP PROGRAM | $4,500 |
| WOODSON YMCA | |||||||
| 707 THIRD ST | WAUSAU | WI | 54403 | NONE | PC | WOODSON YMCA DOWNTOWN EXPANSION PROJECT | $250,000 |
| YWCA WAUSAU | |||||||
| 613 N FIFTH ST | WAUSAU | WI | 54403 | NONE | PC | MOSAIC OF NORTH CENTRAL WISCONSIN | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,623,457 | 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 |
| Exclusion | $1,017,710 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,723,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,860,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,860,362 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,950 | Amt |
| Net Investment Income | $2,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,962 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEBT SECURITIES | $18,233,961 | $18,233,961 |
| DEBT SECURITIES - ACCRUED INCOME | $152,149 | $152,149 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $54,519,899 | EOYBookValueAmt |
| EOYFMV | $54,519,899 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,317,932 | BookValueAmt |
| EOYFMV | $1,317,932 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,038 | $0 | $3,038 |
| OFFICE SUPPLIES | $1,987 | $0 | $1,987 |
| DUES AND SUBSCRIPTIONS | $2,388 | $0 | $2,388 |
| MISCELLANEOUS | $6,126 | $0 | $6,126 |
| ADVERTISING | $550 | $0 | $550 |
| EQUIPMENT RENTAL AND MAINTENANCE | $2,390 | $0 | $2,390 |
| SOFTWARE MAINTENANCE | $9,700 | $0 | $9,700 |
| POSTAGE AND DELIVERY | $63 | $0 | $63 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRIVATE PARTNERSHIP DISTRIBUTION | $116,810 | $45,771 | $116,810 |
| OTHER INCOME | $1,875 | $685 | $1,875 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,742,838 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $21,401 | $21,401 | $0 |
| PAYROLL TAXES | $20,846 | $0 | $20,846 |
| FEDERAL EXCISE TAXES | $58,000 | $0 | $0 |
Comments