B A AND ESTHER GREENHECK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- B A AND ESTHER GREENHECK FOUNDATION (EIN 39-1937735)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202031889349100113
- 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
- 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 | 2020-07-06T10:21:26-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY A COATES CPA | PreparerPersonNm |
| PTIN | P00134220 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2020-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.37.125.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 13:06:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E1408374E0B639246B039A7D93266B50579B134 | 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 | $62,962,170 | 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 | $1,213,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,213,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,235,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,177,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,296,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112,674 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,287 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,561,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,600,100 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $249,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $249,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $112,940 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,940 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,844 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,531 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $458,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $458,820 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,631 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $616 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $62,842 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,842 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,763 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,763 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,075 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,027,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $504,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $484,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,949,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,428,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,977,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $504,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,912,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,584,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,095,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,786,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,544,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,544,804 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,350 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,350 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,374,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,904,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,904,952 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,911,443 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,424,885 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,424,885 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,065,493 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,065,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,065,824 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $113,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,215 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,971 | LandBOYAmt |
| Land EOY | $2,355 | LandEOYAmt |
| Land EOYFMV | $2,355 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,159,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,962,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,962,170 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,384,603 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,981,311 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,384,603 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,981,311 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,775,336 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,980,859 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,775,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,980,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,159,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,962,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,775,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,584,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,621,181 | OtherIncreasesAmt |
| Subtotal | $59,980,859 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,980,859 | 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 | $2,949,819 | $1,827,971 | $1,121,848 | $1,121,848 |
| PUBLICALLY TRADED SECURITIES | P | $19,228,141 | $17,053,624 | $2,174,517 | $2,174,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,296,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,707,381 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,250,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049002 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,751,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,186,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,128,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,190,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,486,356 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,757,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,535,617 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,456,927 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048337 | DistributionYr5Rt |
| Total Distribution | 0.242278 | TotalDistributionRt |
| Average Distribution | 0.048456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,288,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,824,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,958 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,865,393 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,912,245 | 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 | $40,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,149 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $96,149 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $55,191 | OverpaymentAmt |
| Applied To ES Tax | $55,191 | 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 2200 | 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 (10 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 | $70,000 | $45,712 | $0 |
| BRIAN GUMNESS | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | CEO/TRUSTEE | 40.00 | $120,000 | $39,291 | $0 |
| EBEN JACKSON - RESIGNED 102019 | ||||||||
| 500 FIRST STREET STE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $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 | $59,000 | $28,152 | $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 | $372,056 | |
| WILLIAM BLAIR & COMPANY LLC | ||||||
| 1166 AVENUE OF THE AMERICAS 20TH | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT FEE | $86,764 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $56,593,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,582,446 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,176,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,176,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $887,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,288,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,914,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,914,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,958 | TotalTaxAmt |
| Distributable Before Adj | $2,873,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,873,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,873,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,912,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,912,245 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $40,958 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,871,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,873,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $30,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,912,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,873,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,353 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $30,583 | ExcessFromYear1Amt |
| Excess From Current Year | $38,770 | ExcessFromCurrentYearAmt |
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 2200 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WALK IN THEIR SHOES | |||||||
| 415 SEYMOUR ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | LOCAL AMERICAN HEROES | $5,000 |
| AGING AND DISABILITY RESOURCE CENTER OF CENTRAL WISCONSIN | |||||||
| 2600 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | MEALS ON WHEELS (MOWS) | $20,000 |
| AIDS RESOURCE CENTER OF WISCONSIN | |||||||
| 820 N PLANKINTON AVENUE | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | INCREASING ACCESS TO HIV PREVENTION SERVICES IN MARATHON COUNTY, WISCONSIN | $5,000 |
| ALZHEIMER'S ASSOCIATION GREATER WISCONSIN | |||||||
| 3313 S PACKERLAND DRIVE SUITE E | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | ALZHEIMER'S ASSOCIATION FIELD WORK - FISCAL YEAR OPERATIONAL REQUEST JULY 1, 2019-JUNE 30, 2020 | $20,000 |
| AMERICAN LEGION ROY L DREW POST 492 | |||||||
| C/O VILLAGE OF ROTHSCHILD | ROTHSCHILD | WI | 54474 | NONE | PUBLIC CHARITY | GOLD STAR FAMILIES' MEMORIAL STATUE | $5,000 |
| ASPIRUS HEALTH FOUNDATION INC | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | FAMILY HOUSE AT ASPIRUS | $83,334 |
| ASPIRUS HEALTH FOUNDATION INC | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | FESTIVAL OF TREES BUTTERFLY LUNCHEON | $3,000 |
| ATHENS AREA TRAIL ASSOCIATION | |||||||
| 308B ALFRED ST | ATHENS | WI | 54411 | NONE | PUBLIC CHARITY | SNOWMOBILE GROOMING IMPROVEMENT FUND | $3,500 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 2804 RIB MOUNTAIN DRIVE SUITE G | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | JANUARY 1, 2019-DECEMBER 31, 2019 OPERATIONS | $30,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 475 | SCHOFIELD | WI | 54476 | NONE | PUBLIC CHARITY | BLESSINGS IN A BACKPACK DC EVEREST - WAUSAU PROGRAM EXPANSION | $15,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 475 | SCHOFIELD | WI | 54476 | NONE | PUBLIC CHARITY | BLESSINGS IN A BACKPACK DC EVEREST - WAUSAU PROGRAM EXPANSION | $10,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 475 | SCHOFIELD | WI | 54476 | NONE | PUBLIC CHARITY | BLESSINGS IN A BACKPACK DC EVEREST - WAUSAU ANNUAL FUNDRAISER "DERBY PARTY" ON MAY 4, 2019 | $5,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | NONE | PUBLIC CHARITY | 9/1/2019 - 8/31/2020 OPERATIONS | $30,000 |
| CENTER FOR THE VISUAL ARTS | |||||||
| 427 NORTH 4TH STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | OCTOBER 1, 2019 - SEPTEMBER 30, 2020 OPERATIONS | $25,000 |
| CENTRAL WISCONSIN INDIGENOUS PEOPLES' DAY COMMITTEE | |||||||
| 1404 GOLF CLUB ROAD | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | TWO DAY NATIVE AMERICAN POW WOW FOR INDIGENOUS PEOPLES' DAY, | $5,000 |
| CHATTERBOX CHARITIES | |||||||
| 102 S 2ND AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | RARAA- RAISING AWARENESS RACING AGAINST ADDICTION- 3RD ANNUAL 5K FUN RUN EVENT AT TRIBUTE GOLF COURSE | $2,000 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 SUITE F | MOSINEE | WI | 54455 | NONE | PUBLIC CHARITY | GOOD START GRANTS | $75,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 705 S 24TH AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | START RIGHT: DEVELOPING SAFE, HEALTHY, SCHOOL-READY CHILDREN IN MARATHON COUNTY | $75,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 705 S 24TH AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | CHILDRENS WAUSAU CHILD ADVOCACY CENTER: PROTECTING KIDS, PROMOTING HEALING, PROVIDING JUSTICE | $40,000 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOVERNMENT | VICTIM RESPONSE TEAM | $30,000 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOVERNMENT | ECONOMIC DEVELOPMENT - WAUSAU WINDOW AND WALL WORKER TRAINING | $1,473 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOVERNMENT | ECONOMIC DEVELOPMENT - WAUSAU WINDOW AND WALL WORKER TRAINING | $1,391 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOVERNMENT | ECONOMIC DEVELOPMENT - WAUSAU WINDOW AND WALL WORKER TRAINING | $1,365 |
| COMMUNITY CORNER CLUBHOUSE | |||||||
| 811 N THIRD AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | RECOVERY COACH COLLABORITVE | $20,000 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | |||||||
| 500 1ST STREET SUITE 2600 | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | COMMUNITY ARTS GRANTS - 2019/2020 | $50,000 |
| CYCLING WITHOUT AGE MARATHON COUNTY | |||||||
| 6103 MORNING VIEW LANE | WESTON | WI | 54476 | NONE | PUBLIC CHARITY | CYCLING WITHOUT AGE MARATHON COUNTY | $9,000 |
| DC EVEREST AREA SCHOOL DISTRICT | |||||||
| 6300 ALDERSON STREET | WESTON | WI | 54476 | NONE | GOVERNMENT | D.C. EVEREST FUTURE READY TECHNICAL EDUCATION SPONSORSHIP | $50,000 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEVELAND AVE SUITE 2 | WEST ALLIS | WI | 53227 | NONE | PUBLIC CHARITY | EXPANSION OF PROGRAMS AND SERVICES IN DSAW-CENTRAL WISCONSIN | $8,000 |
| EMPOWERED DREAM HUNTS INC | |||||||
| 526 SANDY LANE | MOSINEE | WI | 54455 | NONE | PUBLIC CHARITY | MAKING TRACKS, 2019 FUNDRAISER CAMPAIGN | $2,000 |
| FAITH IN ACTION OF MARATHON COUNTY | |||||||
| 630 ADAMS STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | SUPPORT FOR SENIORS 2019 | $15,000 |
| FRIENDS OF JOJO'S JUNGLE | |||||||
| 5812 WESTON MEADOWS PASS | WESTON | WI | 54476 | NONE | PUBLIC CHARITY | JOJO'S JUNGLE | $250,000 |
| GIGI'S PLAYHOUSE WAUSAU | |||||||
| 11650 SOUTH COUNTY ROAD K | MERRILL | WI | 54452 | NONE | PUBLIC CHARITY | GIGIS PLAYHOUSE WAUSAU STARTUP | $15,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PUBLIC CHARITY | REACHING OUT & CAMP SPONSORSHIP | $20,000 |
| HABITAT FOR HUMANITY OF WAUSAU | |||||||
| 1810 SCHOFIELD AVENUE | WESTON | WI | 54476 | NONE | PUBLIC CHARITY | MORTGAGE ORIGINATION FEE RELIEF 2019 | $2,000 |
| HOMME HEIGHTS INC | |||||||
| 2901 N 7TH ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | WOODSHOP PROJECT | $5,000 |
| HOPE LIFE CENTER | |||||||
| 605 S 24TH AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | HOPE SEXUAL RISK AVOIDANCE CURRICULUM | $2,000 |
| ICE AGE TRAIL ALLIANCE | |||||||
| 2110 MAIN ST | CROSS PLAINS | WI | 53528 | NONE | PUBLIC CHARITY | LANDSCAPE CROSSROADS | $12,000 |
| IRONBULL INC | |||||||
| 212 RIVER DRIVE SUITE 2 | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | IRONBULL XTREME RACES & EVENTS | $50,000 |
| JOHN MUIR MIDDLE SCHOOL MY CHOICE | |||||||
| 1400 WEST STEWART AVE | WAUSAU | WI | 54401 | NONE | GOVERNMENT | "MY CHOICE" RESILIENCY BILLBOARDS | $2,500 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHCENTRAL DISTRICT | |||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | JULY 1, 2018 - JUNE 30, 2019 OEPRATIONS | $25,000 |
| LEARN BUILD FLY INC | |||||||
| 917 N 6TH AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | LEARN BUILD FLY - YOUTH AUTOCAD PROGRAM DEVELOPMENT | $4,000 |
| LEIGH YAWKEY WOODSON ART MUSEUM | |||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 544035007 | NONE | EOF | JULY 1, 2019 - JUNE 30, 2020 OPERATIONS | $30,000 |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN | |||||||
| W18105 HEMLOCK ROAD | WITTENBERG WI | WI | 54499 | NONE | PUBLIC CHARITY | HOMME VISIONS SCHOOL VEHICLE SHOP UPGRADE FOR VOCATIONAL EDUCATION & TRAINING | $7,530 |
| MAKE-A-WISH WISCONSIN | |||||||
| 11020 W PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | B.A. & ESTHER GREENHECK FOUNDATION WISHES COME TRUE PROJECT | $6,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | |||||||
| 410 MCINDOE STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | JANUARY 1, 2019 - DECEMBER 31, 2019 OPERATIONS | $25,000 |
| MARATHON COUNTY LITERACY COUNCIL INC | |||||||
| 300 N FIRST STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | LITERACY FOR ADULTS | $20,000 |
| MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION | |||||||
| 1000 N OAK AVE | MARSHFIELD | WI | 54449 | NONE | PUBLIC CHARITY | MARSHFIELD CLINIC HEALTH SYSTEM WAUSAU PEDIATRIC ADVOCACY DEPARTMENT (WPA) | $20,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 532260509 | NONE | PUBLIC CHARITY | MCW-CENTRAL WISCONSIN: STRENGTHENING THE HEALTH OF THE COMMUNITY | $200,000 |
| MERRILL HISTORICAL SOCIETY INC | |||||||
| 100 EAST THIRD STREET | MERRILL | WI | 54452 | NONE | PUBLIC CHARITY | MERRILL HISTORICAL SOCIETY PRESERVATION CENTER | $15,000 |
| MIDSTATE INDEPENDENT LIVING CHOICES - RAMP UP | |||||||
| 3262 CHURCH ST 1 | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | RAMP UP OF MARATHON COUNTY (A PROJECT OF MIDSTATE INDEPENDENT LIVING CHOICES) | $10,000 |
| NAMI NORTHWOODS | |||||||
| PO BOX 262 | WAUSAU | WI | 54402 | NONE | PUBLIC CHARITY | PART-TIME EXECUTIVE DIRECTOR AND NAMI NORTHWOODS OPERATIONS | $10,000 |
| NAOMI NORTH CENTRAL AREA CONGREGATIONS ORGANIZING FOR IMPACT | |||||||
| 330 MCCLELLAN ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | PEOPLE FOR THE POWER OF LOVE, WOMEN'S COMMUNITY AND NAOMI ALONG WITH OTHER MEMBERS OF THIS COMMUNITY HAS ORGANIZED A REOCCURRING MLK. JR. BANQUET TO CELEBRATE HIS LIFE WORK OF ACHIEVING EQUALITY AND INCLUSION. | $2,500 |
| NORTH CENTRAL HEALTH CARE FOUNDATION | |||||||
| 1100 LAKEVIEW DRIVE | WAUSAU | WI | 54430 | NONE | PUBLIC CHARITY | NCHC WARM WATER AQUATIC THERAPY POOL | $166,667 |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | |||||||
| 1000 WEST CAMPUS DRIVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | B.A. & ESTHER GREENHECK SCHOLARSHIP | $30,000 |
| OPERATION BOOT CAMP | |||||||
| N8890 FOREST LANE | WESTBORO | WI | 54490 | NONE | PUBLIC CHARITY | OPERATION BOOT CAMP | $9,000 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | NONE | PUBLIC CHARITY | PROJECT SEARCH WAUSAU START-UP | $10,000 |
| PATRIOT K9 PARTNERS INC | |||||||
| 7333 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | PATRIOT K9 PARTNERS OF WISCONSIN | $25,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | JULY 1, 2018 - JUNE 30, 2019 OPERATIONS | $30,000 |
| RISE UP CENTRAL WISCONSIN INC | |||||||
| 3104 RIB MOUNTAIN WAY | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | PAINTING A HEALTHY COMMUNITY | $10,000 |
| RMHC OF MARSHFIELD INC | |||||||
| 803 W NORTH ST | MARSHFIELD | WI | 54449 | NONE | PUBLIC CHARITY | KEEPING FAMILIES CLOSE & THE PARK THAT LOVE BUILT | $10,000 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AV | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | MONK BOTANICAL GARDENS- GROWING CAPACITY. | $25,000 |
| SAMOSET COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 3511 CAMP PHILLIPS ROAD | WESTON | WI | 54476 | NONE | PUBLIC CHARITY | STEM SCOUTS VOLUNTEERS 2019-2020 | $8,000 |
| SCHOOL DISTRICT OF EDGAR | |||||||
| PO BOX 196 | EDGAR | WI | 54426 | NONE | GOVERNMENT | REGGIE DABBS - MOTIVATIONAL SPEAKER | $2,700 |
| ST ANNE CATHOLIC PARISH | |||||||
| 700 WEST BRIDGE ST | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | ST. ANNE'S SCOUTS BSA EXPANSION | $1,600 |
| THE HMONG AMERICAN CENTER INC | |||||||
| PO BOX 1371 | WAUSAU | WI | 544021371 | NONE | PUBLIC CHARITY | PROGRAMMING FUNDING FOR HMONG AMERICAN CENTER, INC. AND STRATEGIC PLANNING | $5,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| PO BOX 1371 | WAUSAU | WI | 544021371 | NONE | PUBLIC CHARITY | DREAM BIG: 2056 SCHOLARSHIP FUNDRAISER | $5,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | JANUARY 1, 2019 -DECEMBER 31, 2019 OPERATIONS | $30,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OCTOBER 1, 2018 - SEPTEMBER 30, 2019 OPERATIONS | $30,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | 2019 OPERATIONS | $30,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | HOORAY FOR HOLLYWOOD THEMED DINNER. EVENT INCLUDES SILENT AND LIVE ACUTIONS, RAFFLES AND OTHER FUN ITEMS. IT IS A THEMED EVENT THAT PEOPLE CAN DRESS AS A FAVORITE CHARACTER OF LIKE THEY ARE ATTENDING THE OCSARS | $5,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | LIFE REPORT (12TH EDITION) | $2,200 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | SMACK HUNGER 2019 - UNITED WAY EMERGING LEADERS | $10,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | READY TO READ | $12,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | FILL A BACKPACK FILL A NEED | $7,500 |
| UWMC FOUNDATION | |||||||
| 518 SOUTH 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | B.A. & ESTHER GREENHECK DEPARTMENTAL DISTINCTION AWARDS | $25,000 |
| UW-STEVENS POINT AT WAUSAU | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | GOVERNMENT | ALL THING SENIOR | $4,000 |
| WAUSAU EVENTS | |||||||
| 316 SCOTT STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | CONCERTS ON THE SQUARE | $12,000 |
| WAUSAU FIREFIGHTERS COMMUNITY ASSISTANCE FOUNDATION INC | |||||||
| 606 E THOMAS ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | FIREFIGHTER/PARAMEDIC SCHOLARSHIP | $8,650 |
| WAUSAU METRO STRONG | |||||||
| 1800 DESERT DRIVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | VICTIM MEMORIAL | $5,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| UW CENTER FOR CIVIC ENGAGEMENT | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | DESTINATION COLLEGE | $2,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| UW CENTER FOR CIVIC ENGAGEMENT | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | CENTRAL WISCONSIN HIGH SCHOOL LEADERSHIP PROGRAM | $3,135 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | MARATHON COUNTY FAMILY FRIENDLY WORKPLACE STUDY | $10,000 |
| WISCONSIN JUDICARE INC | |||||||
| PO BOX 6100 | WAUSAU | WI | 54402 | NONE | PUBLIC CHARITY | WISCONSIN JUDICARE INC. - MEDIATION SERVICES PROJECT | $15,000 |
| WOODSON YMCA | |||||||
| 707 THIRD ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | WOODSON YMCA DOWNTOWN EXPANSION PROJECT | $250,000 |
| WOODSON YMCA | |||||||
| 707 THIRD ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | WOODSON YMCA DOWNTOWN EXPANSION PROJECT MATCHING GRANT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,428,045 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DC EVEREST AREA SCHOOL DISTRICT | |||||||
| 6300 ALDERSON STREET | WESTON | WI | 54476 | NONE | GOVERNMENT | 4K | $2,500 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHCENTRAL DISTRICT | |||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $25,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | LENA | $30,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $30,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | |||||||
| 410 MCINDOE STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $25,000 |
| DC EVEREST AREA SCHOOL DISTRICT | |||||||
| 6300 ALDERSON STREET | WESTON | WI | 54476 | NONE | GOVERNMENT | HOCKEY HELPERS | $7,975 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 SUITE F | MOSINEE | WI | 54455 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $50,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| PO BOX 1371 | WAUSAU | WI | 544021371 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $5,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | READY TO READ | $12,000 |
| ROBERT W MONK PUBLIC GARDENS | |||||||
| 518 S 7TH AV | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $15,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2804 RIB MOUNTAIN DRIVE SUITE G | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $30,000 |
| CITY OF WAUSAU | |||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | NONE | GOVERNMENT | VICTIM RESOURCE UNIT | $193,500 |
| KATS | |||||||
| 924 RIVER RD | MOSINEE | WI | 54455 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $300,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | COLLEGE & CAREER DAYS | $4,500 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEVELAND AVE SUITE 2 | WEST ALLIS | WI | 53227 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $8,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 3511 CAMP PHILLIPS ROAD | SCHOFIELD | WI | 54476 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $20,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 266 | LA CROSSE | WI | 54601 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $30,000 |
| WAUSAU EAST SIDE WRESTLING CLUB | |||||||
| 2607 N 18TH ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $1,500 |
| GOOD NEWS | |||||||
| 1106 N 5TH ST | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $50,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 705 S 24TH AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $75,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $5,000 |
| MC UNITED | |||||||
| PO BOX 1071 | WAUSAU | WI | 54402 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $110,000 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $250,000 |
| NOTHLAND LUTHERAN HIGH SCHOOL | |||||||
| 2107 TOWER RD | KRONENWETTER | WI | 54455 | NONE | PUBLIC CHARITY | OPERATIONAL FUNDING | $34,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,319,005 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,213,448 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,235,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,561,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,561,405 | 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 | $11,375 | Amt |
| Net Investment Income | $2,844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,531 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEBT SECURITIES | $16,280,411 | $16,280,411 |
| DEBT SECURITIES - ACCRUED INCOME | $144,474 | $144,474 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $42,904,952 | EOYBookValueAmt |
| EOYFMV | $42,904,952 | 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 | $1,065,824 | BookValueAmt |
| EOYFMV | $1,065,824 | 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 | $2,942 | $0 | $2,942 |
| OFFICE SUPPLIES | $2,307 | $0 | $2,307 |
| DUES AND SUBSCRIPTIONS | $2,380 | $0 | $2,380 |
| MISCELLANEOUS | $10,437 | $0 | $10,437 |
| ADVERTISING | $139 | $0 | $139 |
| EQUIPMENT RENTAL AND MAINTENANCE | $1,670 | $0 | $1,670 |
| SOFTWARE MAINTENANCE | $9,200 | $0 | $9,200 |
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 | $106,546 | $82,491 | $106,546 |
| OTHER INCOME | $6,128 | $0 | $6,128 |
| PRIVATE PARTNERSHIP GAIN/LOSS | $0 | $7,796 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,621,181 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $458,820 | Amt |
| Net Investment Income | $458,820 | 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 | $42,631 | $42,631 | $0 |
| PAYROLL TAXES | $19,049 | $0 | $19,049 |
| FEDERAL EXCISE TAXES | $37,300 | $0 | $0 |
| STATE TAXES | $900 | $0 | $0 |
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