US VENTURE-SCHMIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- US VENTURE-SCHMIDT FAMILY FOUNDATION INC (EIN 39-1540933)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-26
- IRS object ID
- 202031479349100418
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T14:14:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E ENTERPRISE AVE | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549122459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391540933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US VENTURESCHMIDT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USVE | BusinessNameControlTxt |
| Phone | 9208318818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREASURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9208318818 | PhoneNum |
| Signature | 2020-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD DERENNE CPA | PreparerPersonNm |
| PTIN | P00973948 | PTIN |
| Phone | 9207337385 | PhoneNum |
| Preparation | 2020-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,163,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,418,143 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $108,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,921,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,667,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,057 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,088 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,087 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,799 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,858 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,868,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,868,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,900,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,870,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,014 | CashBOYAmt |
| Cash EOY | $96,639 | CashEOYAmt |
| Cash EOYFMV | $96,639 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,182,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,910,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,883,520 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,125,441 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,157,184 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,183,209 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,397,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,164,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,163,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,397,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,164,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,397,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,164,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,397,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,164,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,397,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,164,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,164,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BMO HARRIS SHORT TERM | $637,468 | $644,874 | -$7,406 | -$7,406 | |
| BMO HARRIS LONG TERM | $1,277,145 | $1,136,038 | $141,107 | $141,107 | |
| CAPITAL GAINS DIVIDENDS | $7,218 | $7,218 | $7,218 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,919 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,520,318 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,734,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,428,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,781,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.210725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,440,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,076,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.344854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,110,244 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,573,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.146604 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $969,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,972,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138970 | DistributionYr5Rt |
| Total Distribution | 1.106275 | TotalDistributionRt |
| Average Distribution | 0.221255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,054,963 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,118,436 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,120,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,870,174 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,818 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,818 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,575 | OverpaymentAmt |
| Applied To ES Tax | $5,575 | 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 | Yes (1) | 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 | AMBER SIMONDS | IndividualWithBooksNm |
| Phone | 9202435872 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JIM ANHOLZER | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAN POSANSKI | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | TREASURER | 1.00 | $0 | $0 | $0 |
| JACKIE SHARKEY | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHUCK DAUK | ||||||||
| 425 BETTER WAY | APPLETON | WI | 54915 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | 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 | $4,734,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,131,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,131,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,054,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,243 | TotalTaxAmt |
| Distributable Before Adj | $250,505 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $250,505 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $250,505 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,870,174 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,870,174 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,867,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,506 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $740,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,088,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,102,742 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,245,961 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,806,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,870,174 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $250,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,619,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,426,665 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $629,506 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,797,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $740,073 | ExcessFromYear4Amt |
| Excess From Year3 | $2,088,714 | ExcessFromYear3Amt |
| Excess From Year2 | $1,102,742 | ExcessFromYear2Amt |
| Excess From Year1 | $1,245,961 | ExcessFromYear1Amt |
| Excess From Current Year | $1,619,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM ANHOLZER | ContributingManagerNm |
| Contributing Manager | DAN POSANSKI | ContributingManagerNm |
| Contributing Manager | JACKIE SHARKEY | ContributingManagerNm |
| Contributing Manager | CHUCK DAUK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER CHICAGO | |||||||||||
| 600 WEST VAN BUREN ST STE 510 | CHICAGO | IL | 60607 | NONE | PC | EDUCATION & SCHOLARSHIPS | $50,000 | ||||
| ALS ASSOCIATION - WISCONSIN CHAPTER | |||||||||||
| 3333 N MAYFAIR ROAD STE104 | WAUWATOSA | WI | 53222 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| ALTERNATIVE CENTER FOR EDUCATION INC | |||||||||||
| 101 W EDISON AVE STE 115 | APPLETON | WI | 54915 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| ALZHEIMER'S ASSOCIATION - GREATER WISC | |||||||||||
| 3313 S PACKERLAND DR STE E | DE PERE | WI | 54115 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| APRICITY | |||||||||||
| 1010 STROHMEYER DR | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| BIG BROTHERS BIG SISTERS | |||||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $85,900 | ||||
| BIG BROTHERS BIG SISTERS NE WI | |||||||||||
| 520 N BROADWAY ST STE 220 | GREEN BAY | WI | 54303 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| BOYS AND GIRLS CLUB | |||||||||||
| P O BOX 411 | OSHKOSH | WI | 54903 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| BOYS AND GIRLS CLUB FOX VALLEY | |||||||||||
| 117 S LOCUST ST | APPLETON | WI | 54914 | NONE | PC | EDUCATION & SCHOLARSHIPS | $75,000 | ||||
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | NONE | PC | EDUCATION & SCHOLARSHIPS | $20,000 | ||||
| CASA OF BROWN COUNTY | |||||||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CASA OF THE FOX CITIES | |||||||||||
| 1500 N CASALOMA DR STE 401 | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CENTRAL CROSS COUNTRY SKIING | |||||||||||
| 718 POST RD STE F | MADISON | WI | 53713 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHARIOTS FOR CHILDREN | |||||||||||
| 7604 WEST 32ND ST | SIOUX FALLS | SD | 57106 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| CHILDREN'S CANCER FAMILY FOUNDATION | |||||||||||
| 8048 PRAIRIEWOOD TRAIL | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHILDREN'S HOSPITAL OF WI FOUNDATION INC | |||||||||||
| 325 N COMMERCIAL ST STE 200 | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| CHRIST THE ROCK COMMUNITY CHURCH | |||||||||||
| W6254 HWY 10-114 | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| CHRISTIAN LIFE MINISTRIES | |||||||||||
| 2756 LAKE SHORE AVE | LITTLE CANADA | MN | 55117 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| CHRISTINE ANN DOMESTIC ABUSE SERVICES | |||||||||||
| PO BOX 99 | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| COMMUNITY BENEFIT TREE | |||||||||||
| 2204 CROOKS AVE STE C | KAUKAUNA | WI | 54130 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| COMMUNITY CLOTHES CLOSET | |||||||||||
| 1465 B OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $12,000 | ||||
| COMMUNITY FOUNDATION FOX VALLEY REGION | |||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | NONE | PC | COMMUNITY DEVELOPMENT | $17,500 | ||||
| DAY BY DAY WARMING SHELTER | |||||||||||
| 449 HIGH AVE | OSHKOSH | WI | 54901 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| DISABLED AMERICAN VETERANS DEPT OF WI | |||||||||||
| 1253 SCHEURING RD STE A | DE PERE | WI | 54115 | NONE | PC | HEALTH & HUMAN SERVICES | $2,000 | ||||
| EWALD AUTOMOTIVE GROUP | |||||||||||
| 2700 GOLF RD | DELAFIELD | WI | 53018 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| FAMILY SERVICES OF NE WI | |||||||||||
| P O BOX 22308 | GREEN BAY | WI | 54305 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| FEEDING AMERICA EASTERN WISCONSIN | |||||||||||
| 211 W EVERGREEN DR | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $41,890 | ||||
| FOSTER FORWARD TOGETHER | |||||||||||
| 425 W WATER ST STE 275 | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| FOX CARES FOUNDATION | |||||||||||
| 3401 E CALUMET ST | APPLETON | WI | 54915 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | ||||
| FOX CITIES BUILDING FOR THE ARTS | |||||||||||
| 111 WEST COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | ARTS/CULTURE | $1,000 | ||||
| FOX VALLEY JAIL MINISTRY | |||||||||||
| 320 S WALNUT ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| FRIENDS IN NEED FOOD SHELF | |||||||||||
| PO BOX 6 | COTTON GROVE | MN | 55016 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| FRIENDSHIP PLACE | |||||||||||
| 220 N COMMERICAL ST | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| GREATER GREEN BAY CHAMBER FOUNDATION | |||||||||||
| 300 S BROADWAY STE 3A | GREEN BAY | WI | 54303 | NONE | PC | HEALTH & HUMAN SERVICES | $1,500 | ||||
| GREATER GREEN BAY YMCA INC | |||||||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 54301 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| HABITAT FOR HUMANITY GREATER FOX CITIES | |||||||||||
| 921 MIDWAY | MENASHA | WI | 54952 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | ||||
| HABITAT FOR HUMANITY OF OSHKOSH | |||||||||||
| P O BOX 2692 | OSHKOSH | WI | 54902 | NONE | PC | COMMUNITY DEVELOPMENT | $2,000 | ||||
| HARBOR HOUSE | |||||||||||
| 720 W FIFTH ST | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | ||||
| HOPE CLINIC & CARE CENTER | |||||||||||
| 2693 W GRAND CHUTE BLVD | APPLETON | WI | 54913 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| HORIZONS ELEMENTARY SCHOOL | |||||||||||
| 2101 SCHAEFER CIRCLE | APPLETON | WI | 54915 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,000 | ||||
| HOUSE OF HOPE | |||||||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | ||||
| JAKE'S DIAPERS | |||||||||||
| 1775 BOHM DR | LITTLE CHUTE | WI | 54140 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| KAUKAUNA HIGH SCHOOL | |||||||||||
| 1701 CTY RD CE | KAUKAUNA | WI | 54130 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| KEIKI INTERNATIONAL | |||||||||||
| 5606 VICKERY | DALLAS | TX | 75206 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| KIWANIS OF DAVENPORT -4 CORNERS | |||||||||||
| 337 HEATHER HILL BLVD | DAVENPORT | FL | 33837 | NONE | PC | COMMUNITY DEVELOPMENT | $5,000 | ||||
| LEAVEN | |||||||||||
| 1475 OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| LHSAGM FOUNDATION | |||||||||||
| 10427 W LINCOLN AVE STE 1300 | WEST ALLIS | WI | 53227 | NONE | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| LIFE PROMOTIONS INC | |||||||||||
| 2030 AMERICAN DR | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $30,000 | ||||
| LIFE TOOLS FOUNDATION INC | |||||||||||
| 105 OAKRIDGE CT | COMBINED LOCKS | WI | 54113 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| LITTLE CHUTE HIGH SCHOOL | |||||||||||
| 1402 N FREEDOM RD | LITTLE CHUTE | WI | 54140 | NONE | PC | EDUCATION & SCHOLARSHIPS | $500 | ||||
| LIVE ALGOMA | |||||||||||
| 1715 DIVISION ST | ALGOMA | WI | 54201 | NONE | PC | EDUCATION & SCHOLARSHIPS | $1,000 | ||||
| MISSION MYELOMA INC | |||||||||||
| P O BOX 103 | KIMBERLY | WI | 54136 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| MISSION OF HOPE HOUSE OF WISCONSIN | |||||||||||
| 520 N SHAWANO ST | NEW LONDON | WI | 54961 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| MY BROTHERS KEEPER | |||||||||||
| 1463 MAIN STREET | GREEN BAY | WI | 543021750 | NONE | PC | HEALTH & HUMAN SERVICES | $3,500 | ||||
| NAMI | |||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| NEENAH-MENASHA EMERGENCY SOCIETY | |||||||||||
| PO BOX 744 | NEENAH | WI | 54957 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,500 | ||||
| NEW COMMUNITY SHELTER | |||||||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| OSHKOSH AREA COMMUNITY PANTRY | |||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 54901 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | ||||
| PEACEFUL PURPOSE INC | |||||||||||
| 3505 COMMCERCE CT | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| PILLARS | |||||||||||
| 605 E HANCOCK ST | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $75,000 | ||||
| PROJECT STARFISH | |||||||||||
| 325 MEULEMAN ST STE A | LITTLE CHUTE | WI | 54140 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| REBUILDING TOGETHER-FOX VALLEY | |||||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | NONE | PC | COMMUNITY DEVELOPMENT | $27,500 | ||||
| REFUGE FOUNDATION FOR THE ARTS | |||||||||||
| 1000 N BALLARD RD | APPLETON | WI | 54911 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | ||||
| RYAN COMMUNITY INC | |||||||||||
| 1338 W PROSPECT AVE | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $35,000 | ||||
| SHIPMAN YOUTH CENTER OF LAKE PLACID | |||||||||||
| 61 CUMMINS RD | LAKE PLACID | NY | 12946 | NONE | PC | EDUCATION & SCHOLARSHIPS | $2,000 | ||||
| SOCIETY OF ST VINCENT DE PAUL APPLETON | |||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $15,000 | ||||
| SPINA BIFIDA ASSOCIATION | |||||||||||
| W9706 BONNIN RD | NEW LONDON | WI | 54961 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| SPRINGS RECOVERY CONNECTION | |||||||||||
| 1930 W COLORADO AVE | COLORADO SPRINGS | CO | 80904 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| ST JOHN PARISH | |||||||||||
| 323 PINE ST | LITTLE CHUTE | WI | 54140 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| ST JOSEPH'S FOOD PROGRAM | |||||||||||
| 1465 A OPPORTUNITY WAY | MENASHA | WI | 54952 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| ST VINCENT DE PAUL SOCIETY OF APPLETON | |||||||||||
| 1924 W COLLEGE AVE | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| ST VINCENT DEPAUL | |||||||||||
| 2551 JACKSON ST | OSHKOSH | WI | 54901 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| ST VINCENT DEPAUL | |||||||||||
| 217 E SECOND ST | KAUKAUNA | WI | 54130 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| ST VINCENT DEPAUL | |||||||||||
| 1425 S COMMERCIAL STREET | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | ||||
| ST VINCENT DEPAUL | |||||||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PC | HEALTH & HUMAN SERVICES | $3,000 | ||||
| THE FOOD BANK OF EASTERN MICHIGAN | |||||||||||
| 2300 LAPEER RD | FLINT | MI | 48503 | NONE | PC | HEALTH & HUMAN SERVICES | $2,750 | ||||
| THE RIVER FOOD PANTRY | |||||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| TRI COUNTY COMMUNITY DENTAL CLINIC | |||||||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | ||||
| TYLOR'S SOUL | |||||||||||
| 536 ELM ST | NEENAH | WI | 54956 | NONE | PC | HEALTH & HUMAN SERVICES | $4,000 | ||||
| UNITED WAY OF RACINE COUNTY | |||||||||||
| 2000 DOMANIK DR | RACINE | WI | 53404 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | ||||
| VALLEY PACKAGING INDUSTRIES | |||||||||||
| 110 NORTH KENSINGTON DR | APPLETON | WI | 54915 | NONE | PC | EDUCATION & SCHOLARSHIPS | $20,000 | ||||
| VICTORY COMMUNITY DEVELOPMENT CENTER | |||||||||||
| NONE | PC | INTERNATIONAL RELIEF | $550,000 | P O BOX 141 | ONGATA RONGAI | KAJIADO COUNTY | KE | ||||
| VOLUNTEER FOX CITIES | |||||||||||
| 2616 S ONEIDA STE 2 | APPLETON | WI | 54915 | NONE | PC | COMMUNITY DEVELOPMENT | $7,500 | ||||
| WINNEBAGO COUNTY LITERACY COUNCIL | |||||||||||
| 106 WASHINGTON AVE | OSHKOSH | WI | 54901 | NONE | PC | EDUCATION & SCHOLARSHIPS | $5,000 | ||||
| WISCONSIN VETERANS VILLAGE | |||||||||||
| 2919 GLENPARK DR STE 500 | APPLETON | WI | 54914 | NONE | PC | HEALTH & HUMAN SERVICES | $83,333 | ||||
| WOMEN'S EMPLOYMENT NETWORK | |||||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION & SCHOLARSHIPS | $10,000 | ||||
| WOODBURY LIFE RESOURCE CENTER | |||||||||||
| 1000 RADIO DR STE 100 | WOODBURY | MN | 55125 | NONE | PC | HEALTH & HUMAN SERVICES | $2,500 | ||||
| WRIGHTSTOWN GRIDIRON ASSOCIATION | |||||||||||
| 217 BURNING TREE CT | WRIGHTSTOWN | WI | 54180 | NONE | PC | EDUCATION & SCHOLARSHIPS | $1,000 | ||||
| YOUTH GO | |||||||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | NONE | PC | EDUCATION & SCHOLARSHIPS | $4,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,868,873 | 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 | $108,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,203 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US VENTURE INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,418,143 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $1,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,087 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BMO WEALTH MANAGEMENT - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,157,184 | EOYBookValueAmt |
| EOYFMV | $1,183,209 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO WEALTH MANAGEMENT - CORPORATE STOCK | StockNm |
| EOY Book Value | $2,910,380 | EOYBookValueAmt |
| EOYFMV | $3,883,520 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $214 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,799 | Amt |
| Net Investment Income | $21,799 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US VENTURE INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BETTER WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $1,858 | $1,858 | $0 |
| EXCISE TAX EXPENSE | $6,000 | $0 | $0 |
Comments