NANCY WOODSON SPIRE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NANCY WOODSON SPIRE FOUNDATION INC (EIN 39-1367383)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-15
IRS object ID
202213199349103336
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)
Return2022-11-15T11:27:01-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510055023PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILMINGTON TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 N MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198901200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391367383EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY WOODSON SPIRE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O FAMILY OFFICE SOLUTIONS LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone3026518159PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 KENNETT PIKE C304AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN P GARNIEWSKI JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3026518159PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastGARNIEWSKI JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW C BREIDENBACHPreparerPersonNm
PTINP01369535PTIN
Phone3026518160PhoneNum

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$38,835,819FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$744,458DividendsRevAndExpnssAmt
Dividends Net Invst Incm$744,458DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,389,333NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,715,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,389,333CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$775,600OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$708,192OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,909,391TotalRevAndExpnssAmt
Total Net Invst Incm$2,841,983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,325CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,162CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,163CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$271LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$271LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$202,758OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$202,758OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$55,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,691OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,346OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,345OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$269,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208,641TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,154TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,524,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,524,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,794,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208,641TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,530,654TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,115,096ExcessRevenueOverExpensesAmt
Net Investment Income$2,633,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$717,812CashBOYAmt
Cash EOY$2,462,132CashEOYAmt
Cash EOYFMV$2,462,132CashEOYFMVAmt
Corporate Stock BOY$17,324,432CorporateStockBOYAmt
Corporate Stock EOY$18,067,450CorporateStockEOYAmt
Corporate Stock EOYFMV$18,570,565CorporateStockEOYFMVAmt
Other Investments BOY$11,149,164OtherInvestmentsBOYAmt
Other Investments EOY$9,676,922OtherInvestmentsEOYAmt
Other Investments EOYFMV$17,803,122OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,191,408TotalAssetsBOYAmt
Total Assets EOY$30,206,504TotalAssetsEOYAmt
Total Assets EOYFMV$38,835,819TotalAssetsEOYFMVAmt
Other Liabilities BOY$100,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$100,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$42,585,133CapitalStockBOYAmt
Capital Stock EOY$42,585,133CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$13,493,725RetainedEarningBOYAmt
Retained Earning EOY-$12,378,629RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,091,408TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,206,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,191,408TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,206,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,091,408TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,115,096ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$30,206,504SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$30,206,504TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2021-01-012022-06-30$1,803,327$1,505,276$298,051$298,051
PUBLICLY TRADED SECURITIES2021-07-012022-06-30$43,724$44,349-$625-$625
BLACKSTONE PARTNERS OFFSHORE FUND CL F2017-01-312022-01-27$250,000$177,050$72,950$72,950P
POINTER OFFSHORE LTD2016-10-032022-01-20$1,000,000$599,817$400,183$400,183P
CAPITAL GAINS DIVIDENDS$618,774$618,774$618,774P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,389,333CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36,603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36,603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,737EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,737TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$121EsPenaltyAmt
Tax Due$3,987TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 BooksFAMILY OFFICE SOLUTIONS LLCIndividualWithBooksNm
Phone3024264911PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13801 KENNETT PIKE SUITE C304AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN P GARNIEWSKI JR
3801 KENNETT PIKE SUITE C304GREENVILLEDE19807PRESIDENT & DIRECTOR3.00$0$0$0
WALTER DILLINGHAM
1100 NORTH MARKET STREETWILMINGTONDE19890DIRECTOR0.25$0$0$0
NANCY C ORR
30 SEVENTH STREET EAST SUITE 2000ST PAULMN55101DIRECTOR0.25$4,325$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPTRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 WEST MONROE SUITE 1000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$119,439CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TWO GRANTS WERE MADE TO THE LEIGH YAWKEY WOODSON ART MUSEUM TOTALING $520,000 TO FUND THE PURCHASE OF ART OBJECTS FOR ITS PERMANENT COLLECTION.Description1Txt
Expenses1$0Expenses1Amt
Description2A GRANT WAS MADE TO THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE AMOUNT OF $250,000 TO SUPPORT CHESTERWOOD.Description2Txt
Expenses2$0Expenses2Amt
Description3A GRANT WAS MADE TO THE MONTPELIER FOUNDATION ANNUAL FUND IN THE AMOUNT OF $250,000 IN SUPPORT OF THE ANNUAL FUND CHALLENGE GRANT.Description3Txt
Expenses3$0Expenses3Amt
Description4A GRANT WAS MADE TO THE WOODSON YMCA FOUNDATION INC IN THE AMOUNT OF $500,000 IN SUPPORT OF THE CAPITAL CAMPAIGN FOR THE EXPANSION OF THE WOODSON YMCA FACILITIES.Description4Txt
Expenses4$0Expenses4Amt

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$39,379,577AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,565,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,945,154TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,945,154AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$614,177CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,330,977NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,016,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,016,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,603TaxBasedOnInvestmentIncomeAmt
Income Tax$18,261IncomeTaxAmt
Total Tax$54,864TotalTaxAmt
Distributable Before Adj$1,961,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,961,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,961,685DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,530,654ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,530,654QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,961,685DistributableAsAdjustedAmt
Undistributed Income PY$1,522,579UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,530,654QualifyingDistributionsAmt
Applied To Year1$1,522,579AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,953,610UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEIGH YAWKEY WOODSON ART MUSEUM INC
700 NORTH 12TH STREETWAUSAUWI54403PRIVATE OPERATING FOPURCHASE OF ART OBJECTS FOR ITS PERMANENT COLLECTION$520,000
MARATHON COUNTY HISTORICAL SOCIETY
410 MCINDOE STREETWAUSAUWI54403501(C)(3)IN SUPPORT OF GENERAL OPERATIONS$1,500
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVENUE NW SUITE 1000WASHINGTONDC20037501(C)(3)IN SUPPORT OF CHESTERWOOD$250,000
THE MONTPELIER FOUNDATION
11350 CONSTITUTION HIGHWAYMONTPELIER STATIONVA22957501(C)(3)ANNUAL FUND CHALLENGE GRANT$250,000
UWMC FOUNDATION
518 SOUTH 7TH STREETWAUSAUWI54401501(C)(3)FUND SCHOLARSHIP TO A QUALIFIED STUDENT FROM LAKELAND UNION HIGH SCHOOL$3,000
WOODSON YMCA FOUNDATION INC
707 THIRD STREETWAUSAUWI54403501(C)(3)IN SUPPORT OF THE CAPITAL CAMPAIGN FOR THE EXPANSION OF THE WOODSON YMCA FACILITIES$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,524,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$744,458ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$775,600ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,389,333ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,909,391ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,909,391TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$4,750Amt
Net Investment Income$2,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEIGH YAWKEY WOODSON ART MUSEUM INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 NORTH 12TH STREETAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54403ZIPCd
FieldValueIRS element (for citing)
Grant2022-03-23GrantDt
Grant$520,000GrantAmt
Purpose Of GrantPURCHASE OF ART OBJECTS FOR ITS PERMANENT COLLECTION.PurposeOfGrantTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUS BANKStockNm
EOY Book Value$18,067,450EOYBookValueAmt
EOYFMV$18,570,565EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE PARTNERS OFFSHORE FUND CL FAT COST$1,311,489$1,859,829
HARRSION STREET REAL ESTATE PARTNERS VI LPAT COST$394,779$829,352
MONARCH CAPITAL PARTNERS OFFSHORE IVAT COST$563,572$993,997
POINTER OFFSHORE FUND LTDAT COST$1,850,423$2,485,933
VERITAS CAPITAL FUND VI & VIIAT COST$214,313$3,687,977
WALTON STREET REAL ESTATE FUND VIII LPAT COST$476,852$689,960
WEATHERGAGE VENTURE CAPITAL IVAT COST$720,000$2,118,324
CROW HOLDINGS REALTY PTR VIII-A LPAT COST$82,494$374,289
STONELAKE OPP PTR V LPAT COST$328,508$1,118,381
WARBURG PINCUS ENERGY 2 LPAT COST$29,242$31,684
WARBURG PINCUS GLOBAL GROWTHAT COST$436,413$544,137
WARBURG PINCUS GG EUROPA CAYMAN B LPAT COST$426,809$570,213
MONARCH CAPITAL PARTNERS OFFSHORE VAT COST$804,597$676,714
VARDE DISLOCATION FUND LPAT COST$888,315$645,483
STONELAKE OPP PTR VI LPAT COST$566,731$559,234
GOLUB CAPITAL PARTNERS INT'L 14 LPAT COST$582,385$617,615

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$271LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$271DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND PERMITS$10$5$5
BANK CHARGES$43$22$21
INSURANCE$2,638$1,319$1,319

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
HARRISON STREET REAL ESTATE PARTNERS VI, LP$98,887$98,887$98,887
WALTON STREET REAL ESTATE FUND VIII, LP$121,467$35,510$121,467
WARBURG PINCUS GLOBAL GROWTH LP-$11,939-$11,939-$11,939
WARBURG PINCUS GLOBAL GROWTH (E&P)-2 LP-$2,278-$2,278-$2,278
VERITAS CAPITAL FUND VI LP$325,473$325,473$325,473
VERITAS CAPITAL FUND VII LP-$12,973-$12,973-$12,973
CROW HOLDINGS REALTY PTR$289,208$289,208$289,208
STONELAKE OPPORTUNITY PTRS V LP-$13,519-$2,640-$13,519
STONELAKE OPPORTUNITY PTRS VI LP-$18,784-$11,114-$18,784
OTHER INVESTMENT INC$58$58$58

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINVESTMENT PAYABLEDesc
BOY Book Value$100,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEES$119,439$119,439$0
MANAGEMENT FEES$46,041$46,041$0
INVESTMENT EXPENSES$37,278$37,278$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$55,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.