LANS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LANS FOUNDATION (EIN 33-1035017)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-04
- IRS object ID
- 202001569349100220
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-04T15:44:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390934985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BEST & FRIEDRICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVENUE SUITE 3300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 331035017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANS | BusinessNameControlTxt |
| Phone | 8156239018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J LANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8156239018 | PhoneNum |
| Signature | 2020-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH M ROBB | PreparerPersonNm |
| PTIN | P01242149 | PTIN |
| Phone | 4142716560 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 147.202.209.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-21 | IPDt |
| IP Tm | 19:00:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 51CC43C6496AA65472B3D0CCA084F30635B58187 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 51CC43C6496AA65472B3D0CCA084F30635B58187 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,622,263 | 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 | $250,202 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $623,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $414,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,388 | 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 |
| Legal Fees Rev And Expnss | $5,912 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,730 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,182 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,060 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $247,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,192 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,145,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,953,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,488,754 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,315,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,319,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,886,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,591,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,520,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,622,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,129,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,129,948 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,461,601 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,390,559 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,591,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,520,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,591,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,520,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,591,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,700,139 | SubtotalAmt |
| Other Decreases | $179,632 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,520,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $607,358 | $594,168 | $13,190 | $13,190 | |
| CAPITAL GAINS DIVIDENDS | $16,448 | $16,448 | $16,448 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,048,960 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,518,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045575 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,659 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,572,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,802 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,656,130 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,386,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040208 | DistributionYr5Rt |
| Total Distribution | 0.223756 | TotalDistributionRt |
| Average Distribution | 0.044751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,010,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,576 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225,805 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $271,182 | 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 | $1,576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,824 | OverpaymentAmt |
| Applied To ES Tax | $1,824 | 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 | IL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | SCOTT J LANS TRUSTEE | IndividualWithBooksNm |
| Phone | 8156239018 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE A LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT J LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE D LANS | ||||||||
| 342 INDIAN TRAIL | ROCKTON | IL | 61072 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,907,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,086,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,086,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,010,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,576 | TotalTaxAmt |
| Distributable Before Adj | $248,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $271,182 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,576 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $269,606 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,681 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $271,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,681 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $184,452 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE A LANS | ContributingManagerNm |
| Contributing Manager | SCOTT J LANS | ContributingManagerNm |
| Contributing Manager | BRUCE D LANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELOIT HEALTH SYSTEM FOUNDATION | |||||||
| 1969 WEST HART ROAD | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $200,000 |
| BELOIT HISTORICAL SOCIETY | |||||||
| 845 HACKETT STREET | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| BELOIT REGIONAL HOSPICE | |||||||
| 655 THIRD STREET SUITE 200 | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| FAMILY PROMISE OF GREATER BELOIT | |||||||
| 655 BLUFF STREET | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| GOLDIE B FLOBERG CENTER | |||||||
| 58 W ROCKTON ROAD | ROCKTON | IL | 61072 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| OLD STONE CHURCH | |||||||
| 101 E UNION | ROCKTON | IL | 61072 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| ROCKTON POLICE ASSOCIATION | |||||||
| 100 E MAIN STREET | ROCKTON | IL | 61072 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| STATELINE FAMILY YMCA | |||||||
| 501 THIRD STREET | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| VETS ROLL | |||||||
| 1777 GARDNER ST | SOUTH BELOIT | IL | 60180 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,388 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE D LANS | |||||||
| 1 | 342 INDIAN TRAIL | ROCKTON | IL | 61072 | $100,160 | Yes (X) | Yes (X) |
| ELAINE A LANS | |||||||
| 2 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $50,000 | Yes (X) | |
| SCOTT J LANS | |||||||
| 3 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $100,042 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1445 SHARES OF EXXON MOBIL | $100,160 | 2019-12-06 |
| 3 | 1425 SHARES EXXON MOBIL | $100,042 | 2019-12-24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADT | $139,117 | $102,297 |
| ALPHABET | $75,081 | $174,121 |
| AMERICAN INTERNATIONAL GROUP | $98,769 | $123,192 |
| APPLE | $55,776 | $411,110 |
| CATERPILLAR | $20,945 | $44,304 |
| CHARLES SCHWAB CORP | $71,157 | $76,096 |
| CITIGROUP | $91,192 | $183,747 |
| DIAMONDBACK ENERGY | $76,682 | $74,288 |
| EXXON MOBIL | $38,275 | $372,625 |
| FIAT CHRYSLER | $52,150 | $95,485 |
| GAMING & LEISURE | $96,241 | $129,150 |
| GENERAL MOTORS | $99,182 | $106,140 |
| GLENCORE | $89,342 | $73,590 |
| HCA HEALTHCARE INC | $51,205 | $96,077 |
| HERC HOLDINGS | $92,769 | $122,350 |
| HILTON WORLDWIDE HOLDINGS | $86,895 | $133,092 |
| HOWARD HUGHES CORP | $70,447 | $88,760 |
| LIBERTY BROADBAND CORP | $97,185 | $213,775 |
| MASTERCARD | $28,753 | $119,436 |
| NETFLIX | $56,984 | $64,714 |
| ORACLE CORP | $58,481 | $90,066 |
| PDC ENERGY | $86,382 | $52,340 |
| REGENERATION PHARMCEUTICALS | $98,469 | $122,031 |
| SOUTHWEST AIRLINES | $88,247 | $91,766 |
| TE CONNECTIVITY | $53,188 | $124,592 |
| TEXAS INSTRUMENTS | $31,911 | $128,290 |
| WELLS FARGO | $48,686 | $75,320 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AGR MGD FUTURES STRAT FD | AT COST | $4,014 | $3,709 |
| CREDIT SUISSE MGD FUTURES | AT COST | $32,100 | $31,947 |
| DFA GLOBAL REAL ESTATE SEC PORT | AT COST | $31,251 | $38,934 |
| DFA INTL SCAP VALUE PORT | AT COST | $90,206 | $122,171 |
| DFA INTL SMALL COMPANY PORT | AT COST | $95,642 | $121,792 |
| DFA INTL VALUE PORT III FUND | AT COST | $119,730 | $132,116 |
| DFA US LCAP VALUE PORT III FD | AT COST | $156,194 | $176,396 |
| DFA US MCAP PORT FUND | AT COST | $44,266 | $89,739 |
| ISHARES CORE MSCI EMER MARKETS | AT COST | $45,761 | $50,911 |
| PARAMETRIC TAX MGD EMRG MKTS | AT COST | $65,316 | $97,591 |
| PIMCO INSTL COMM STRAT FD | AT COST | $36,343 | $38,431 |
| VANGUARD INSTL DEV MARKETS | AT COST | $91,063 | $109,982 |
| VANGUARD INSTL PLUS TOT STK MKT IND | AT COST | $269,979 | $487,377 |
| VANGUARD INSTL SCAP VAL INDEX | AT COST | $72,116 | $157,553 |
| VANGUARD INSTL VALUE IND | AT COST | $165,823 | $227,668 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PLANNING FEES | CategoryTxt |
| Legal Fees | $5,912 | LegalFeesAmt |
| Net Investment Income | $4,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,182 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF IN FMV & BOOK VALUE OF STOCK CONTRIB | Desc |
| Amt | $179,632 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU - ANNUAL REPORT FEE | $15 | $0 | $0 |
| BANK FEES | $89 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25,665 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,060 | $2,060 | $0 |
| FEDERAL EXCISE TAX | $2,259 | $0 | $0 |
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