LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-29
IRS object ID
202242419349100104
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)
Return2022-08-29T08:13:51-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13125 JOHN JOANIS DRIVEAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396104415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD YOUTH LEADERSHIP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone3012295596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M LAIRDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3012295596PhoneNum
Signature2022-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastLAIRDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEAN JOHNSON CPAPreparerPersonNm
PTINP01708664PTIN
Phone7153444984PhoneNum
Preparation2022-07-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,384,291FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,228DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,030DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,394NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$498,204GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,654CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$100,625TotalRevAndExpnssAmt
Total Net Invst Incm$100,687TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,365AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$682AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$683AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,744OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,744OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,635TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,325TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$136OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$102OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$785TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,751TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$81,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$245ExcessRevenueOverExpensesAmt
Net Investment Income$82,936NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,650SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$208,508SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$208,508SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$639,720CorporateStockBOYAmt
Corporate Stock EOY$709,940CorporateStockEOYAmt
Corporate Stock EOYFMV$1,175,783CorporateStockEOYFMVAmt
Corporate Bonds BOY$200,833CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$662LandBldgEquipAccumDeprecAmt
Total Assets BOY$918,203TotalAssetsBOYAmt
Total Assets EOY$918,448TotalAssetsEOYAmt
Total Assets EOYFMV$1,384,291TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$918,203CapitalStockBOYAmt
Capital Stock EOY$918,448CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$918,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$918,448TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$918,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$918,448TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$918,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$245ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$918,448SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$918,448TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$200,000$200,000$0$0
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$184,118$115,131$68,987$68,987
MORGAN STANLEY - PUBLICLY TRADED SECURITIES$109,398$104,419$4,979$4,979
CAPITAL GAINS DIVIDENDS$4,688$4,688$4,688P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,654CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,153InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,153SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,153TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,080TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$75TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID LAIRDIndividualWithBooksNm
Phone3012295596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16108 WINNEBAGO ROADAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20816ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN O LAIRD
1352 RIVERSIDE DRRIVER FALLSWI54022PRESIDENT0.50$0$0$0
RAYMOND D NASS
411 GREENBRIAR AVESTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
JOHN H DRESSENDORFER
233 LOCUST STREET SEVIENNAVA22180SECRETARY0.50$0$0$0
DAVID M LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816TREAS/VICE PRES0.50$0$0$0
VANESSA A LAIRD
1101 W MINNEHAHA PKWYMINNEAPOLISMN55419BOARD MEMBER0.20$0$0$0
ALISON LAIRD-LARGE
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
KAREN ENGELHARD
4309 JANICK CIRCLE NORTHSTEVENS POINTWI54481BOARD MEMBER0.20$0$0$0
KIMBERLY DALGLEISH
32268 WOODFIELD DRAVON LAKEOH44012BOARD MEMBER0.20$0$0$0
RAYMOND LARGE III
757 CANE CREEK ROADSYLVANC28779BOARD MEMBER0.20$0$0$0
CONNOR K LAIRD
6108 WINNEBAGO ROADBETHESDAMD20816BOARD MEMBER0.20$0$0$0
JOHN DAVID LARGE
309 BENTON AVENUEMISSOULAMT59801BOARD MEMBER0.20$0$0$0
HARRISON LAIRD
703 LAMONT STREET NWWASHINGTONDC20010BOARD MEMBER0.20$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,226,553AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,391,046TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,391,046AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,866CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,370,180NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,153TaxBasedOnInvestmentIncomeAmt
Total Tax$1,153TotalTaxAmt
Distributable Before Adj$67,356DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,356DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,356DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,285QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,356DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,682ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,682TotalExcessDistributionCyovAmt
Qualifying Distributions$81,285QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,356AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,929RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,611TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,611ExcessDistriCyovToNextYrAmt
Excess From Year1$1,682ExcessFromYear1Amt
Excess From Current Year$13,929ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAIRD YOUTH LEADERSHIP FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11352 RIVERSIDE DRIVEAddressLine1Txt
CityRIVER FALLSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012295596RecipientPhoneNum
Form And Info And MaterialsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONSubmissionDeadlinesTxt
Restrictions On AwardsDETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR DOMESTIC PEACE
26 RIDGEWAY STREETSYLVANC28779N/APCSUPPORTING FAMILIES AFFECTED BY DOMESTIC VIOLENCE THROUGH EDUCATION AND ADVOCACY$2,500
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD20817N/APCDONATION FOR FINANCIAL ASSISTANCE PROGRAMS AT SECONDARY SCHOOL$1,000
MANY HANDS INC
PO BOX 425CHEVY CHASEMD20825N/APCSUPPORTING UNDERSERVED WOMEN AND CHILDREN IN WASHINGTON D.C.$2,500
MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION
1000 NORTH OAK AVENUEMARSHFIELDWI54449N/APCSUPPORTING CHILDREN AND THEIR FAMILIES GOING THROUGH PEDIATRIC CANCER.$10,000
SECOND HARVEST HEARTLAND
PO BOX 64051ST PAULMN55164N/APCSUPPORT FOR COMBATING HUNGER IN WI AND MN$10,000
THE COMMUNITY TABLE
PO BOX 62DILLSBORONC28725N/APCSUPPORTING MEALS FOR THOSE IN NEED AND PROVIDING ACCESS TO A FOOD PANTRY$10,000
UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION
2100 MAIN STREET SUITE 212STEVENS POINTWI54481N/APCFOR THE BENEFIT OF MCKAYLA MARTENS, THE LAIRD-FROEHLKE SCHOLARSHIP AWARDEE AT MARSHFIELD HIGH, AND SUPPORTING THE ENGELHARD FORESTRY ASSISTANTSHIP AT UWSP.$7,000
WAY TO GROW
125 WEST BROADWAY AVE SUITE 110MINNEAPOLISMN55441N/APCSUPPORTING EARLY LEARNING PROGRAMS IN THE TWIN CITIES AREA$2,500
WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS
1922 UNIVERSITY AVEMADISONWI53726N/APCPROMOTING CREATIVE WORKS AND ADVANCEMENT OF CULTURE IN WISCONSIN$2,500
YMCA CAMP WIDJIWAGAN
651 NICOLLET MALL STE 500MINNEAPOLISMN55402N/APCSUPPORTING CAMP FOR YOUNG PEOPLE TO CONNECT WITH THEMSELVES AND THE ENVIRONMENT$2,500
TWIN CITIES THEATER CAMP
4626 CASCO AVENUEEDINAMN55425N/APCPROMOTING EDUCATION OF YOUTH THROUGH PRODUCTION OF STAGE PERFORMANCES.$2,500
YMCA OF MARTHA'S VINEYARD
111R EDGARTOWN VINEYARD HAVEN ROADVINEYARD HAVENMA02568N/APCSUPPORTING YOUTH AND COMMUNITY PROGRAMS AT YMCA$2,500
SHEPHERD'S TABLE
8106 GEORGIA AVENUESILVER SPRINGMD20910N/APCSUPPORTING FOOD PROGRAMS AND HELPING COMBAT HUNGER IN WASHINGTON DC AND MARYLAND$10,000
HOPE HOSPICE
9470 HEALTHPARK CIRCLEFORT MEYERSFL33908N/APCSUPPORTING HOSPICE CARE FOR PATIENTS AND THEIR FAMILIES IN FLORIDA$5,000
LOAVES AND FISHES
721 KASOTA AVENUE SEMINNEAPOLISMN55414N/APCSUPPORTING BATTLE AGAINST FOOD INSECURITY IN THE MINNEAPOLIS COMMUNITY.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,228ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,394ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,625TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$1,365Amt
Net Investment Income$682NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$683DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (170 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
28 SH ACTIVISION$1,618$1,863
35 SH ADIDAS AG$4,388$5,040
18 SH ADOBE$1,583$10,207
232 SH ADYEN$2,118$6,106
138 SH AIA GROUP$3,735$5,565
25 SH AIRBNB$3,531$4,162
86 SH ALCON$5,129$7,492
17 SH ALLSTATE$1,725$2,000
8 SH ALPHABET$6,167$23,149
8 SH AMAZON$5,281$26,675
158 SH AMER INTL$6,818$8,984
28 SH AMEREN$2,142$2,492
28 SH AMERICAN ELEC PWR$2,424$2,491
9 SH ANALOG DEVICES$1,535$1,582
23 SH ANTHEM$4,995$10,661
49 SH APOLLO GLOBAL MGMT$2,980$3,549
115 SH APPLE$3,041$20,421
12 SH ASML HOLDING$1,994$9,554
212 SH ASTRAZENECA$9,933$12,349
16 SH ATLASSIAN$3,300$6,101
500 SH BARCLAYS PBC$3,857$5,175
122 SH BAYERISCHE MOTOREN WERKE$4,112$4,075
8 SH BIONTECH$1,959$2,062
27 SH BLOCK$5,101$4,361
228 SH BP PLC$7,685$6,072
222 SH BRIDGESTONE$4,164$4,762
102 SH BRITISH AMER TOB$4,113$3,816
121 SH BUNZL PLC$3,308$4,815
110 SH BURBERRY GROUP$2,834$2,702
39 SH CANADIAN NAT'L RAILWAY$3,880$4,792
16 SH CAPITAL ONE FINANCIAL$2,327$2,321
15 SH CATERPILLAR$3,160$3,101
67 SH CENTERPOINT ENERGY$1,674$1,870
66 SH CHARLES SCHWAB$2,359$5,551
8 SH CHIPOTLE$7,338$13,986
24 SH CIGNA$5,254$5,511
172 SH CISCO$7,883$10,900
178 SH CITIGROUP$9,637$10,749
87 SH COCA COLA$4,296$5,151
70 SH COGNIZANT TECH$4,344$6,210
114 SH COMCAST$2,940$5,738
411 SH COMPAGNIE FIN$3,445$6,144
91 SH CONOCOPHILLIPS$4,433$6,568
20 SH CONSTELLATION BRANDS$3,415$5,019
64 SH CORTEVA$1,805$3,026
10 SH COSTCO WHOLESALE$1,510$5,677
22 SH CROWDSTRIKE$1,865$4,505
52 SH CVS$3,239$5,364
144 SH DAIMLER AG$3,177$3,397
13 SH DANAHER$3,215$4,277
8 SH DEXCOM$1,280$4,296
26 SH DIAGEO PLC$3,059$5,724
209 SH DNB ASA$3,628$4,788
21 SH DOLLAR GENERAL$3,609$4,952
33 SH DUPONT DE NEMOURS$1,979$2,666
37 SH EDISON$2,238$2,525
23 SH ELI LILLY$4,853$6,353
313 SH EQUINOR$4,924$8,241
76 SH EQUITABLE HOLDINGS$1,435$2,492
171 SH ERSTE GROUP$3,745$4,087
17 SH ESTEE LAUDER$2,009$6,293
31 SH EXELON$1,341$1,791
74 SH FIDELITY NATIONAL FIN'L$2,780$3,861
45 SH FIDELITY NAT'L INFORMATION$6,237$4,912
116 SH FOX$4,071$4,280
20 SH GALLAGHER ARTHUR$1,449$3,393
41 SH GENERAL ELECTRIC$2,910$3,873
110 SH GENERAL MOTORS$3,478$6,449
111 SH GLAXOSMITHKLINE$4,550$4,895
8 SH GOLDMAN SACHS$2,696$3,060
70 SH HDFC BANK$2,622$4,555
11 SH HOME DEPOT$3,599$4,565
77 SH HONG KONG EXCHANGES$2,373$4,562
11 SH HUMANA$4,423$5,102
7 SH HUNTINGTON INGALLS$1,511$1,307
64 SH IBERDROLA SA$2,942$3,021
144 SH INFINEON TECH$3,481$6,624
13 SH INTERCONTINENTAL EXCH$1,554$1,778
235 SH INTESA SANPAULO$3,026$3,672
8 SH INTUITIVE SURGICAL$2,612$2,875
30 SH JPMORGAN CHASE$1,135$4,751
60 SH KERING SA$3,204$4,831
24 SH KKR & CO$1,787$1,788
124 SH KNORR BREMSE$3,373$3,049
73 SH KONINKLIJKE PHIL$2,301$2,690
27 SH KUBOTA CORP$3,024$3,016
12 SH LEAR CORP$2,072$2,195
40 SH LEIDOS$3,981$3,556
7 SH LOCKHEED MARTIN$2,632$2,488
74 SH LONZA GROUP$1,924$6,179
8 SH LOWES$654$2,068
11 SH LULULEMON$1,399$4,306
42 SH LVMH MOET HENNESSY$5,048$6,951
52 SH MARATHON PETRO$1,841$3,328
15 SH MARRIOTT INT'L$2,240$2,479
16 SH MASTERCARD$1,376$5,749
29 SH MATCH GROUP$2,793$3,835
10 SH MCKESSON$1,404$2,486
49 SH MEDTRONIC PLC$4,166$5,069
5 SH MERCADOLIBRE$4,755$6,742
22 SH META PLATFORMS$863$7,400
98 SH METLIFE$4,489$6,124
63 SH MICROSOFT$4,180$21,188
69 SH MORGAN STANLEY$1,772$6,773
57 SH NATIONAL GRID PLC$3,427$4,122
53 SH NESTLE$4,423$7,440
17 SH NETFLIX$2,407$10,241
111 SH NEWELL BRANDS$2,219$2,424
11 SH NICE LTD$3,310$3,340
36 SH NIKE$3,099$6,000
57 SH NISOURCE$1,323$1,574
65 SH NVIDIA$1,911$19,117
8 SH NXP SEMICONDUCTORS$858$1,822
8 SH OKTA INC$1,793$1,793
19 SH PAYPAL$1,341$3,583
11 SH PEPSICO$1,616$1,911
16 SH PPG INDUSTRIES$2,058$2,759
19 SH PROGRESSIVE$1,735$1,950
54 SH PUBLIC SERVICE ENTERPRISE$2,547$3,603
36 SH RAYMOND JAMES$2,168$3,614
70 SH RAYTHEON TECHNOLOGIES$4,670$6,024
336 SH RECKITT BENCKISER$5,885$5,880
28 SH ROBLOX$2,282$2,888
118 SH ROCHE HOLDINGS$4,083$6,099
101 SH ROGERS COMM$5,067$4,811
42 SH ROSS STORES$5,042$4,800
158 SH ROYAL DUTCH SHELL$5,342$6,857
8 SH S&P GLOBAL$3,058$3,775
39 SH SALESFORCE.COM$4,983$9,911
137 SH SANOFI ADR$6,742$6,864
23 SH SAP AG$3,092$3,223
259 SH SCHNEIDER ELEC$3,506$10,155
27 SH SEA LTD$6,873$6,040
41 SH SEALED AIR CP$2,495$2,766
10 SH SHOPIFY$4,928$13,774
48 SH SIEMENS$4,100$4,157
84 SH SIKA AG$1,706$3,491
189 SH SMC CORP$3,105$6,405
92 SH SNAP INC$5,208$4,327
14 SH SNOWFLAKE$5,019$4,743
62 SH SONY$3,451$7,837
56 SH SS&C TECHNOLOGIES$3,946$4,591
11 SH STANLEY BLACK & DECKER$1,986$2,075
752 SH SVENSKA HANDELSBANKEN$3,919$4,038
101 SH TAIWAN SEMICONDUCTOR$3,173$12,152
21 SH TARGET$3,904$4,860
40 SH TECHTRONIC$1,786$3,976
102 SH TENCENT HOLDINGS$3,938$5,947
24 SH TESLA$745$25,363
50 SH TJX COS$2,847$3,796
38 SH TRADE DESK$1,063$3,482
10 SH TWILLIO$1,197$2,633
143 SH UBER TECHNOLOGIES$5,384$5,996
145 SH UNILEVER$7,697$7,800
15 SH UNION PACIFIC$1,560$3,779
19 SH UNITEDHEALTH$6,417$9,541
75 SH VERIZON$3,143$3,897
459 SH VESTAS WIND SYSTEMS$3,147$4,668
46 SH VISA INC$2,131$9,969
305 SH WELLS FARGO$10,459$14,634
80 SH WILLIAMS CO$1,688$2,083
7 SH WILLIS TOWERS WATSON$1,734$1,662
11 SH WORKDAY$745$3,005
38 SH ZIMMER BIOMET$5,691$4,828
22 SH ZOOMINFO TECHNOLOGIES$1,420$1,413
247 SH VANGUARD MID-CAP$24,416$62,928
336 SH VANGUARD SM-CAP$30,465$60,094
547 SH WISDOMTREE EMERGING MKTS$25,776$23,696
873 SH HARDING LOEVNER EMERGING MKTS$43,347$51,364
1903 SH HARDING LOEVNER INT'L EQUITY$33,751$57,220

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHONE$93$0$0$93
PUBLIC NOTICE FEE$9$0$0$9
MISC EXPENSES$34$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT - MANAGEMENT FEESCategoryTxt
Amt$15,744Amt
Net Investment Income$15,744NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX - 990-PF$1,712$0$0$0
FOREIGN TAXES$923$1,325$0$0

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