B A AND ESTHER GREENHECK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- B A AND ESTHER GREENHECK FOUNDATION (EIN 39-1937735)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-24
- IRS object ID
- 202111759349100311
- Schema version
- 2020v4.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-24T11:22:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-23 | 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 | 2021-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,122,852 | 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 | $1,082,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,082,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,028,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,448,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,334,031 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,444 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,164,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,514,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $261,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $261,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,207 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $120,207 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,993 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,977 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $491,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $491,889 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,967 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $888 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $63,207 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,207 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,322 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,322 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,615 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,017,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $486,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,084,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,084,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,102,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,570,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,062,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,983,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,544,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,834,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,834,793 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,350 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,350 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $42,904,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,816,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,816,038 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,424,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,172,758 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,172,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,065,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,277,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,277,299 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $114,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,103 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,355 | LandBOYAmt |
| Land EOY | $2,614 | LandEOYAmt |
| Land EOYFMV | $2,614 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,962,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,122,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,122,852 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,981,311 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,591,667 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,981,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,591,667 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,980,859 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,531,185 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,980,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,531,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,962,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,122,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,980,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,062,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,488,044 | OtherIncreasesAmt |
| Subtotal | $69,531,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,531,185 | 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 |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | D | $6,237,796 | $2,747,768 | $3,490,028 | $3,490,028 |
| PUBLICALLY TRADED SECURITIES | P | $26,210,684 | $26,366,681 | -$155,997 | -$155,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,334,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,191 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,191 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,818 | OverpaymentAmt |
| Applied To ES Tax | $17,818 | 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 | $80,000 | $45,521 | $0 |
| BRIAN GUMNESS | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | CEO/TRUSTEE | 40.00 | $120,000 | $43,397 | $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 | $61,000 | $31,500 | $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 | $398,511 | |
| WILLIAM BLAIR & COMPANY LLC | ||||||
| 1166 AVENUE OF THE AMERICAS 20TH | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT FEE | $93,378 | 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 | $61,308,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,022,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,331,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,331,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $964,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,366,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,168,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,168,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,373 | TotalTaxAmt |
| Distributable Before Adj | $3,112,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,112,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,112,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,570,918 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,570,918 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,570,918 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,112,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $30,583 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,570,918 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,570,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,353 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,353 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $472,659 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 319 GALLERY | |||||||
| 903 PARCHER ST | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNIDNG TO HELP US RECOVER FROM THE IMPACT OF THIS PANDEMIC | $5,000 |
| ADAPTIVE COMMUNITIES INC | |||||||
| 1915 N 6TH ST SUITE A B | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNDING TO RESTRUCTURE PROGRAM TO HELP SUIT MEMBERS NEEDS | $10,000 |
| AIDS RESOURCE CENTER OF WISCONSIN | |||||||
| 820 N PLANKINTON AVENUE | MILWAUKEE | WI | 53203 | NONE | PC | COVID-19 FUNDING: RADICAL RESPONSE | $10,000 |
| ALZHEIMER'S ASSOCIATION GREATER WISCONSIN | |||||||
| 3313 S PACKERLAND DRIVE SUITE E | DE PERE | WI | 54115 | NONE | PC | JULY 1, 2020 - JUNE 30, 2021 | $25,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2141 WEST WHITE OAKS DRIVE | SPRINGFIELD | IL | 62704 | NONE | PC | HEART SAFE SCHOOLS IN MARATHON COUNTY | $5,000 |
| ASPIRUS HEALTH FOUNDATION INC | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PC | FAMILY HOUSE AT ASPIRUS | $83,333 |
| ATHENS ADVANCEMENT AND AGRICULTURAL ASSOCIATION | |||||||
| PO BOX 1 | ATHENS | WI | 54411 | NONE | PC | ATHENS FAIR GROUNDS ELECTRICAL SAFETY IMPROVEMENT PROJECT | $7,500 |
| 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 | JANUARY 1, 2020 - DECEMBER 31, 2020 | $30,000 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 227400 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING MENTORING | $10,000 |
| BLESSINGS IN A BACKPACK | |||||||
| 204522 CHICKADEE LN | MOSINEE | WI | 54455 | NONE | PC | JULY 1, 2020 - JUNE 30, 2021 | $25,000 |
| BLESSINGS IN A BACKPACK | |||||||
| 204522 CHICKADEE LN | MOSINEE | WI | 54455 | NONE | PC | EMERGENCY FUNDING TO ASSIST WITH IMPACT OF COVID-19 | $10,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | NONE | PC | COVID-19 FUNDING COMMUNITY RESPONSE EFFORTS | $10,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | NONE | PC | 9/1/2020-8/31/2021 | $30,000 |
| BRIDGE STREET MISSION | |||||||
| 115 W BRIDGE STREET | WAUSAU | WI | 54401 | NONE | PC | BRIDGE STREET SECURITY | $20,579 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 266 | LA CROSSE | WI | 54601 | NONE | PC | JANUARY 1, 2020-DECEMBER 31,2020 | $30,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 266 | LA CROSSE | WI | 54601 | NONE | PC | COVID-19 FUNDING CATHOLIC CHARITIES WAUSAU WARMING CENTER | $10,000 |
| CENTER FOR THE VISUAL ARTS | |||||||
| 427 NORTH 4TH STREET | WAUSAU | WI | 54403 | NONE | PC | OCTOBER 1, 2020 - SEPTEMBER 30, 2021 | $25,000 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 | MOSINEE | WI | 54455 | NONE | PC | GOOD START GRANTS | $50,000 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 | MOSINEE | WI | 54455 | NONE | PC | COVID-19 FUNDING TRAUMA INFORMED CARE TRAINING AND SUPPORT | $9,700 |
| 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 | $40,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 333 N COMMERCIAL STREET SUITE 400 | NEENAH | WI | 54956 | NONE | PC | COVID-19 FUNDING TELEMEDICINE FOR MENTAL/ BEHAVIORAL HEALTH CARE FOR CHILDREN | $10,000 |
| 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 |
| CHRISTMAS IN JULY CHARITY | |||||||
| 8304 SOUTHRIDGE DRIVE | ROTHSCHILD | WI | 54474 | NONE | PC | CHILDREN'S MRI MOVIE SYSTEM - MARSHFIELD CHILDREN'S HOSPITAL | $5,000 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | PC | WAUSAU POLICE DEPARTMENT - VICTIM RESOURCE UNIT | $64,500 |
| CITY OF WAUSAU | |||||||
| 407 GRANT STREET | WAUSAU | WI | 54401 | NONE | PC | WAUSAU WINDOW & WALL | $2,279 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | |||||||
| 500 1ST STREET SUITE 2600 | WAUSAU | WI | 54403 | NONE | PC | COMMUNITY ARTS GRANT PROGRAM 2020 | $50,000 |
| COMMUNITY PARTNERS CAMPUS | |||||||
| PO BOX 1403 | WAUSAU | WI | 544021403 | NONE | PC | COMMUNITY PARTNERS CAMPUS - STARTUP COSTS | $20,000 |
| CWIMMA | |||||||
| 3118 POST ROAD SUITE A | STEVENS POINT | WI | 54481 | NONE | PC | CWIMMA MILESTONE PROGRAM | $10,752 |
| DC EVEREST 4K AND EARLY CHILDHOOD SPECIAL EDUCATION | |||||||
| 8602 SCHOFIELD AVENUE | WESTON | WI | 54476 | NONE | GOV | 4-YEAR-OLD KINDERGARTEN(4K) AND EARLY CHILDHOOD SPECIAL EDUCATION LITERACY COLLABORATION | $2,500 |
| DC EVEREST AREA SCHOOL DISTRICT | |||||||
| 6300 ALDERSON STREET | WESTON | WI | 54476 | NONE | GOV | D.C. EVEREST FUTURE READY TECHNICAL EDUCATION SPONSORSHIP | $25,000 |
| DC EVEREST HOCKEY HELPERS | |||||||
| 9705 SANDHILL DR | WESTON | WI | 54476 | NONE | PC | DC EVEREST HOCKEY LOCKER ROOM RENOVATION | $7,975 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEVELAND AVE SUITE 2 | WEST ALLIS | WI | 53227 | NONE | PC | COVID-19 FUNDING VIRTUAL PROGRAMS FOR PEOPLE WITH DOWN SYNDROME AND RELATED DISABILITIES | $5,000 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEVELAND AVE SUITE 2 | WEST ALLIS | WI | 53227 | NONE | PC | STAFF AND SPACE FOR OUR GROWING PROGRAMS AND SERVICES | $8,000 |
| FAITH IN ACTION OF MARATHON COUNTY | |||||||
| 630 ADAMS STREET | WAUSAU | WI | 54403 | NONE | PC | JULY 1, 2019 - JUNE 30, 2020 | $15,000 |
| FRIENDS OF JOJO'S JUNGLE | |||||||
| 5812 WESTON MEADOWS PASS | WESTON | WI | 54476 | NONE | PC | JOJO'S JUNGLE | $250,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PC | REACHING OUT & CAMP SPONSORSHIP | $20,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PC | COVID-19 FUNDING TO SUPPORT GIRLS KIT COMPILATIONS. | $9,000 |
| GRANITE PEAK SKI TEAM | |||||||
| PO BOX 814 | WAUSAU | WI | 54402 | NONE | PC | YOUTH OUTDOOR ACTIVITIES GRANT REQUEST | $8,000 |
| GRANITE PEAK SKI TEAM | |||||||
| PO BOX 814 | WAUSAU | WI | 54402 | NONE | PC | DEVELOP SELF SUSTAINING RACE VENUE - SAFETY EQUIPMENT | $8,000 |
| HOPE LIFE CENTER | |||||||
| 605 S 24TH AVE | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING VIRTUAL SEXUAL RISK AVOIDANCE EDUCATION | $3,963 |
| I BELIEVE FOUNDATION INC | |||||||
| 2208 OAKWOOD BLVD | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING GIFT SPONSORSHIP FOR AT RISK YOUTH IN WAUSAU | $10,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHCENTRAL DISTRICT | |||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PC | JULY 1 2019 - JUNE 30, 2020 | $25,000 |
| KEEP AREA TEENS SAFE INC | |||||||
| KATS INC C/O NCCAP | WAUSAU | WI | 54403 | NONE | PC | KEEP AREA TEENS SAFE, INC | $60,000 |
| LEARN BUILD FLY INC | |||||||
| 207153 TROUT LN | HATLEY | WI | 54440 | NONE | PC | LEARN BUILD FLY METALWORKING PROGRAM | $5,000 |
| LEIGH YAWKEY WOODSON ART MUSEUM | |||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 544035007 | NONE | EOF | JULY 1, 2020 - JUNE 30, 2021 | $30,000 |
| MAKE-A-WISH WISCONSIN | |||||||
| 11020 W PLANK COURT SUITE 200 | 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 | JANUARY 1, 2020 - DECEMBER 31, 2020 | $25,000 |
| MARATHON COUNTY LITERACY COUNCIL INC | |||||||
| 300 N FIRST ST | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNDING MARATHON COUNTY LITERACY COUNCIL, INC., MCLIT | $1,429 |
| MARATHON COUNTY LITERACY COUNCIL INC | |||||||
| 300 N FIRST ST | WAUSAU | WI | 54403 | NONE | PC | LITERACY FOR ADULTS | $40,000 |
| MCCDA HEAD START | |||||||
| 616 GRANT STREET | WAUSAU | WI | 54403 | NONE | PC | TEACHING EARLY CHILDHOOD MATH AND LANGUAGE ARTS THROUGH MOVEMENT | $750 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 1900 WESTWOOD DRIVE | WAUSAU | WI | 54401 | NONE | PC | STUDENT HOUSING FOR MCW-CENTRAL WI CAMPUS STUDENTS | $100,000 |
| MIDSTATE INDEPENDENT LIVING CHOICES - RAMP UP | |||||||
| 3262 CHURCH ST 1 | STEVENS POINT | WI | 54481 | NONE | PC | RAMP UP MARATHON COUNTY | $10,000 |
| MOSINEE COMMUNITY ATHLETIC ASSOCIATION | |||||||
| 225 MAIN STREET | MOSINEE | WI | 54455 | NONE | PC | MOSINEE ATHLETIC COMPLEX - FIELD 2 | $25,000 |
| NAMI NORTHWOODS | |||||||
| PO BOX 262 | WAUSAU | WI | 54402 | NONE | PC | PART -TIME.EXECUTIVE DIRECTOR AND NAMI NORTHWOODS OPERATION | $10,000 |
| NORTH CENTRAL HEALTH CARE FOUNDATION | |||||||
| 1100 LAKEVIEW DRIVE | WAUSAU | WI | 54403 | NONE | PC | NCHC WARM WATER AQUATIC THERAPY POOL | $166,666 |
| NORTH CENTRAL HEALTH CARE FOUNDATION | |||||||
| 1100 LAKEVIEW DRIVE | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNDING HOMELESSNESS SUPPORTIVE HOUSING PILOT | $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 | PROVIDING OPPORTUNITIES AND STRENGTHENING OUR COMMUNITY THROUGH AN EXTENSIVE ENGINEERING PROGRAM | $34,030 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | NONE | PC | COVID-19 FUNDING TO SUPPORT YOUTH AND YOUNG ADULTS DURING THIS TIME | $10,000 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | NONE | PC | PROJECT SEARCH WAUSAU START-UP | $10,000 |
| PATRIOT K9 PARTNERS INC | |||||||
| W13656 2ND AVENUE | GLEASON | WI | 54435 | NONE | PC | MARCHING FORWARD 2020 | $90,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PC | GRAND THEATER LIGHTING SYSTEM | $50,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PC | JULY 1, 2019 - JUNE 30, 2020 | $30,000 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | DRIVE IN MOVIE NIGHTS AT THE GARDENS | $4,500 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | MONK BOTANICAL GARDENS IS READY FOR ITS FIRST HORTICULTURE & GROUNDS MANAGER | $15,000 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | SPROUTS GARDEN PRESCHOOL | $50,000 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING CONNECTING SENIOR HOME RESIDENTS WITH PLANTS | $10,000 |
| SAMOSET COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 3511 CAMP PHILLIPS ROAD | WESTON | WI | 54476 | NONE | PC | STEM SCOUTS | $8,500 |
| ST VINCENT DE PAUL CABRINI CONFERENCE | |||||||
| 535 STURGEON EDDY RD | WAUSAU | WI | 54403 | NONE | PC | ST VINCENT DE PAUL THRIFT STORE ELECTRONIC SIGN | $8,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| 1109 6TH STREET | WAUSAU | WI | 54403 | NONE | PC | FUNDING FOR HMONG YOUTH PROGRAM | $10,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| 1109 6TH STREET | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNDING UNEMPLOYMENT AND COMMUNITY RESOURCE PROGRAM | $10,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PC | JANUARY 1, 2021 - DECEMBER 31, 2021 | $30,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PC | SHARE YOUR HOLIDAYS | $12,500 |
| THE OPEN DOOR OF MARATHON COUNTY INC | |||||||
| 319 N 4TH STREET | WAUSAU | WI | 54403 | NONE | PC | COVID-19 FUNDING TO INCREASE SPACE TO OFFER AN OPPORTUNITY FOR SOCIAL DISTANCING | $10,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PC | OCTOBER 1, 2019 - SEPTEMBER 30, 2020 | $30,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PC | SHARE YOUR HOLIDAYS 2020 | $12,500 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING TO PURCHASE ACRYLIC BARRIERS BETWEEN WORK STATIONS | $4,486 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | HOORAY FOR HOLLYWOOD SPONSORSHIP | $5,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 5407 JACOB ST | WESTO | WI | 54476 | NONE | PC | DANI'S JOURNEY BOWLING EVENT SPONSORSHIP | $1,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | JANUARY 1 2020 - DECEMBER 31 2020 | $30,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVENUE SUITE 400 B | WAUSAU | WI | 54401 | NONE | PC | SMACK HUNGER 2020 - UNITED WAY EMERGING LEADERS | $10,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING TO SECURE A MORE DEPENDABLE TRUCK FOR THE MARATHON COUNTY HUNGER COALITION. | $10,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PC | READY TO READ | $12,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| PO BOX 1384 | WAUSAU | WI | 54402 | NONE | PC | FILL A BACKPACK FILL A NEED | $7,500 |
| UWMC FOUNDATION | |||||||
| 518 SOUTH 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | B.A. & ESTHER GREENHECK DEPARTMENTAL DISTINCTION AWARDS | $5,000 |
| WAUSAU CHILD CARE INC | |||||||
| 505 N 28TH AVE | WAUSAU | WI | 54401 | NONE | PC | COVID-19 FUNDING SCHOOL AGE DISTANCE LEARNING RELIEF | $10,000 |
| WAUSAU CHILD CARE INC | |||||||
| 505 N 28TH AVE | WAUSAU | WI | 54401 | NONE | PC | STOVE AND STEAMER PROJECT | $7,325 |
| WAUSAU EAST SIDE WRESTLING CLUB | |||||||
| 4022 ASHLAND AVE | WAUSAU | WI | 54403 | NONE | PC | WAUSAU EAST SIDE WRESTLING CLUB | $1,500 |
| WAUSAU POLICE DEPARTMENT | |||||||
| 515 GRAND AVE | WAUSAU | WI | 54403 | NONE | GOV | COVID-19 FUNDING HOUSING TASK FORCE - ASSERTIVE COMMUNITY TREATMENT HOME | $10,000 |
| WAUSAU SCHOOL FOUNDATION | |||||||
| 415 SEYMOUR ST | WAUSAU | WI | 54403 | NONE | PC | GATHERING AT THE SCHOOL FOREST ~ ENVIRONMENTAL LEARNING CENTER | $50,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVE | WAUSAU | WI | 54401 | NONE | PC | COLLEGE AND CAREER DAYS | $4,500 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 1802 FAWN AVENUE | SCHOFIELD | WI | 54476 | NONE | PC | LENA START MARATHON COUNTY | $30,000 |
| WISCONSINEYE PUBLIC AFFAIRS NETWORK INC | |||||||
| 122 WEST WASHINGTON AVENUE | MADISON | WI | 53703 | NONE | PC | COVID-19 FUNDING PROVIDING CITIZENS WITH ACCESS TO COVID-19 NEWS FROM THE GOVERNOR, STATE LEGISLATURE | $5,000 |
| 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 | COVID-19 FUNDING WOMEN MENTAL HEALTH EMPOWERMENT; A SERIES OF 4 VIRTUAL WORKSHOPS IN DECEMBER TO UPLIFT OUR WOMEN TO LIVE IN A POSITIVE MENTAL HEALTH STATE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,474,267 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,082,673 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,028,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,164,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,164,586 | 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 | $11,970 | Amt |
| Net Investment Income | $2,993 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,977 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEBT SECURITIES | $16,052,382 | $16,052,382 |
| DEBT SECURITIES - ACCRUED INCOME | $120,376 | $120,376 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $50,816,038 | EOYBookValueAmt |
| EOYFMV | $50,816,038 | 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 | $1,277,299 | BookValueAmt |
| EOYFMV | $1,277,299 | 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 (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,072 | $0 | $3,072 |
| OFFICE SUPPLIES | $2,693 | $0 | $2,693 |
| DUES AND SUBSCRIPTIONS | $1,831 | $0 | $1,831 |
| MISCELLANEOUS | $2,158 | $0 | $2,158 |
| ADVERTISING | $476 | $0 | $476 |
| EQUIPMENT RENTAL AND MAINTENANCE | $1,385 | $0 | $1,385 |
| SOFTWARE MAINTENANCE | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRIVATE PARTNERSHIP DISTRIBUTION | $47,993 | $87,020 | $47,993 |
| OTHER INCOME | $5,451 | $4,070 | $5,451 |
| PRIVATE PARTNERSHIP GAIN/LOSS | $0 | $6,356 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,488,044 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $491,889 | Amt |
| Net Investment Income | $491,889 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $35,616 | $35,616 | $0 |
| PAYROLL TAXES | $19,967 | $0 | $19,967 |
| FEDERAL EXCISE TAXES | $0 | $0 | $0 |
| STATE TAXES | $0 | $0 | $0 |
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