OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION (EIN 39-2034571)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201903179349304325
- Schema version
- 2018v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T11:59:17-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392034571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSHKOSH AREA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSHK | BusinessNameControlTxt |
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET NO 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WYMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9204263993 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTANY MERGEN | PreparerPersonNm |
| PTIN | P01656288 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.67.179.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:17:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5AD917698A966612AE7A77B4536F2DC0D4C4089 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM WYMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET NO 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,093,899 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSHKOSHAREACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | RECEIVE & ACCEPT PROPERTY TO BE ADMINISTERED FOR THE BENEFIT OF THE PEOPLE & INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY, AND RIPON, WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,145,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,552,365 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,979 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,475 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,646,781 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,644,295 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,155 | PYOtherRevenueAmt |
| CY Other Revenue | $197,455 | CYOtherRevenueAmt |
| PY Total Revenue | $8,003,993 | PYTotalRevenueAmt |
| CY Total Revenue | $9,395,590 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,310,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,646,139 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $732,984 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $717,996 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $239,731 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $530,002 | PYOtherExpensesAmt |
| CY Other Expenses | $567,176 | CYOtherExpensesAmt |
| PY Total Expenses | $7,573,460 | PYTotalExpensesAmt |
| CY Total Expenses | $5,931,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $430,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,464,279 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,009,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,580,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,333,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,827,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,675,445 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,752,547 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION ACCOMPLISHES THIS THROUGH: LEADERSHIP AND FUNDING TO ADDRESS CURRENT AND EMERGING NEEDS; COLLABORATION AND PARTNERSHIP WITH DONORS OR OTHERS TO ENSURE LASTING IMPACT; AND OUTSTANDING STEWARDSHIP AND INSPIRED PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,849,652 | ExpenseAmt |
| Grant | $4,646,139 | GrantAmt |
| Revenue | $1,475 | RevenueAmt |
| Desc | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS ORGANIZED TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE AND THE INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY AND RIPON, WISCONSIN. GRANTMAKING AND FUND DEVELOPMENT IS CONDUCTED: FOR ASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS; FOR PROMOTING EDUCATION AND SCIENTIFIC RESEARCH; FOR FURNISHING EDUCATIONAL OPPORTUNITIES TO INDIVIDUALS; FOR CARE OF THE SICK, AGED OR HELPLESS; TO IMPROVE LIVING CONDITIONS AND TO PROVIDE RECREATION FOR ALL CLASSES; TO ENHANCE AND PROMOTE ECONOMIC DEVELOPMENT; TO ENHANCE AND PROMOTE PHILANTHROPY; FOR OTHER CHARITABLE PURPOSES AS WILL BEST MAKE FOR THE MENTAL, MORAL AND PHYSICAL IMPROVEMENT OF THE INHABITANTS OF THE SERVICE AREA REGARDLESS OF RACE, COLOR OR CREED; TO DISTRIBUTE PROPERTY IN ACCORDANCE WITH THE TERMS OF GIFTS; TO DISTRIBUTE PROPERTY TO QUALIFIED CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $4,849,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SHEAHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| VICTORIA BELTRAN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CASTLE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE ELBING | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA HINRICHS | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODIE LARSEN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MALCZEWSKI | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN OLSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN PFAENDTNER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL REFF | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAREY SHARPE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL SCOTT SITTER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SORENSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LANG | |||||||
| BOARD PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF TREMBLY | |||||||
| BOARD VICE-PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN MCCLONE | |||||||
| BOARD SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON FELTZ | |||||||
| BOARD TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM WYMAN | |||||||
| PRESIDENT & CEO | 40.00 | 1.00 | $145,684 | $0 | $13,574 | Yes (X) | |
| JENNIFER SHEAHAN | |||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 40.00 | 1.00 | $101,849 | $0 | $5,092 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $247,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,000 | FederatedCampaignsAmt |
| Government Grants | $627,180 | GovernmentGrantsAmt |
| All Other Contributions | $5,920,185 | AllOtherContributionsAmt |
| Noncash Contributions | $870,885 | NoncashContributionsAmt |
| Total Contributions | $6,552,365 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN INTEREST | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $1,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,475 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,475 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,443,241 | TotalRevenueColumnAmt |
| Exclusion | $1,443,241 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,899,363 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,698,147 | SecuritiesAmt |
| Other | $162 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,201,216 | SecuritiesAmt |
| Other | -$162 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,201,054 | TotalRevenueColumnAmt |
| Exclusion | $1,201,054 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $193,197 | TotalRevenueColumnAmt |
| Exclusion | $193,197 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,258 | TotalRevenueColumnAmt |
| Exclusion | $4,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $197,455 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,395,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,841,750 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,934,774 | TotalAmt |
| Program Services | $3,934,774 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,365 | TotalAmt |
| Program Services | $711,365 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,441 | TotalAmt |
| Management And General | $200,003 | ManagementAndGeneralAmt |
| Fundraising | $81,438 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,108 | TotalAmt |
| Program Services | $118,772 | ProgramServicesAmt |
| Management And General | $147,375 | ManagementAndGeneralAmt |
| Fundraising | $78,961 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,065 | TotalAmt |
| Program Services | $6,062 | ProgramServicesAmt |
| Management And General | $40,685 | ManagementAndGeneralAmt |
| Fundraising | $318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,382 | TotalAmt |
| Program Services | $8,679 | ProgramServicesAmt |
| Management And General | $24,477 | ManagementAndGeneralAmt |
| Fundraising | $11,226 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,057 | TotalAmt |
| Management And General | $18,057 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,800 | TotalAmt |
| Management And General | $173,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,733 | TotalAmt |
| Management And General | $3,153 | ManagementAndGeneralAmt |
| Fundraising | $4,580 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,145 | TotalAmt |
| Program Services | $16,287 | ProgramServicesAmt |
| Management And General | $39,712 | ManagementAndGeneralAmt |
| Fundraising | $14,146 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,190 | TotalAmt |
| Program Services | $6,236 | ProgramServicesAmt |
| Management And General | $14,773 | ManagementAndGeneralAmt |
| Fundraising | $4,181 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,921 | TotalAmt |
| Management And General | $70,250 | ManagementAndGeneralAmt |
| Fundraising | $671 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,505 | TotalAmt |
| Program Services | $2,679 | ProgramServicesAmt |
| Management And General | $17,718 | ManagementAndGeneralAmt |
| Fundraising | $5,108 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,090 | TotalAmt |
| Program Services | $1,714 | ProgramServicesAmt |
| Management And General | $440 | ManagementAndGeneralAmt |
| Fundraising | $15,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,313 | TotalAmt |
| Program Services | $1,236 | ProgramServicesAmt |
| Management And General | $2,077 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,240 | TotalAmt |
| Program Services | $6,757 | ProgramServicesAmt |
| Management And General | $3,268 | ManagementAndGeneralAmt |
| Fundraising | $2,215 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,895 | TotalAmt |
| Program Services | $6,224 | ProgramServicesAmt |
| Management And General | $13,841 | ManagementAndGeneralAmt |
| Fundraising | $4,830 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,139 | TotalAmt |
| Program Services | $2,785 | ProgramServicesAmt |
| Management And General | $6,193 | ManagementAndGeneralAmt |
| Fundraising | $2,161 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATIONS | $29,382 | $11,845 | $14,393 | $3,144 |
| MEMBERSHIP DUES | $21,007 | $295 | $20,712 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,759 | TotalAmt |
| Program Services | $13,942 | ProgramServicesAmt |
| Management And General | $31,001 | ManagementAndGeneralAmt |
| Fundraising | $10,816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,931,311 | TotalAmt |
| Program Services | $4,849,652 | ProgramServicesAmt |
| Management And General | $841,928 | ManagementAndGeneralAmt |
| Fundraising | $239,731 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,165 | BOYAmt |
| EOY | $1,130,970 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,831,628 | BOYAmt |
| EOY | $3,790,193 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,767 | BOYAmt |
| EOY | $425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,825 | BOYAmt |
| EOY | $1,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $897,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $308,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,043 | BOYAmt |
| EOY | $588,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,031,258 | BOYAmt |
| EOY | $99,174,964 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,072,983 | BOYAmt |
| EOY | $12,217,759 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,464 | BOYAmt |
| EOY | $1,372,745 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,889 | BOYAmt |
| EOY | $302,724 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,009,022 | BOYAmt |
| EOY | $118,580,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,757 | BOYAmt |
| EOY | $94,636 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,493,374 | BOYAmt |
| EOY | $2,733,613 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,522 | BOYAmt |
| EOY | $299,688 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,455,924 | BOYAmt |
| EOY | $39,699,970 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,333,577 | BOYAmt |
| EOY | $42,827,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,527,240 | BOYAmt |
| EOY | $75,600,703 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,205 | BOYAmt |
| EOY | $151,844 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,675,445 | BOYAmt |
| EOY | $75,752,547 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,009,022 | BOYAmt |
| EOY | $118,580,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,464,279 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$377,792 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,385 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,294,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,020,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,200,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,145,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,552,365 | CurrentTaxYearAmt |
| Total | $31,212,479 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,294,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,020,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,200,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,145,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,552,365 | CurrentTaxYearAmt |
| Total | $31,212,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,037,017 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,175,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $934,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,172,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,314,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,443,241 | CurrentTaxYearAmt |
| Total | $5,655,690 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,868,169 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,012,020 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 161 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,880,140 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,444,737 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,489,305 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,742,744 | BeginningYearBalanceAmt |
| Contributions | $89,032 | ContributionsAmt |
| Investment Earnings Or Losses | $616,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,418 | OtherExpendituresAmt |
| Administrative Expenses | $391,368 | AdministrativeExpensesAmt |
| End Year Balance | $21,406,970 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,444,068 | BeginningYearBalanceAmt |
| Contributions | $468,273 | ContributionsAmt |
| Investment Earnings Or Losses | $1,858,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $635,134 | OtherExpendituresAmt |
| Administrative Expenses | $393,016 | AdministrativeExpensesAmt |
| End Year Balance | $21,742,744 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,022,337 | BeginningYearBalanceAmt |
| Contributions | $323,199 | ContributionsAmt |
| Investment Earnings Or Losses | $1,936,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $472,364 | OtherExpendituresAmt |
| Administrative Expenses | $365,348 | AdministrativeExpensesAmt |
| End Year Balance | $20,444,068 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,060,816 | BeginningYearBalanceAmt |
| Contributions | $478,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$554,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $567,729 | OtherExpendituresAmt |
| Administrative Expenses | $394,136 | AdministrativeExpensesAmt |
| End Year Balance | $19,022,337 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,537,060 | BeginningYearBalanceAmt |
| Contributions | $1,210,880 | ContributionsAmt |
| Investment Earnings Or Losses | -$152,062 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,129,534 | OtherExpendituresAmt |
| Administrative Expenses | $405,528 | AdministrativeExpensesAmt |
| End Year Balance | $20,060,816 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,000 | OtherCostOrOtherBasisAmt |
| Book Value | $137,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $643,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,513 | DepreciationAmt |
| Book Value | $433,850 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,963 | DepreciationAmt |
| Book Value | $17,861 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $588,711 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $8,319,519 | F |
| MONEY MARKET FUNDS | $1,603,658 | F |
| CERTIFICATES OF DEPOSIT | $527,727 | F |
| CORPORATE BONDS | $1,331,880 | F |
| GOVERNMENT AND AGENCY BONDS | $434,975 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,217,759 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SPECIFIED BENEFICIARIES | $39,695,128 |
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $4,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,699,970 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,834,613 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$377,792 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$9,385 | OtherRevenueAmt |
| Revenue Not Reported | -$387,177 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,221,790 | RevenueSubtotalAmt |
| Other Revenues Not Included | $173,800 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $173,800 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,395,590 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,757,511 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,757,511 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $173,800 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $173,800 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,931,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. A DONOR AGREEMENT IS MAINTAINED FOR EACH INDIVIDUAL ENDOWMENT FUND THAT SPECIFIES THE PURPOSE OF THE FUND AND THE DURATION OF THE RESTRICTION. |
| PART X, LINE 2: | THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT-RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 3,539. CHANGE IN VALUE OF ANNUITY -12,924. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 173,800. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS IN FOREIGN ENTITIES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,158,792 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,158,792 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,158,792 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (84 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADVOCAP INC | |||||||
| 19 W FIRST STREET | FOND DU LAC | WI | 54936 | 391053365 | 501(C)(3) | $10,673 | PROGRAM SUPPORT |
| ALS ASSOCIATION WISCONSIN CHAPTER | |||||||
| 3333 N MAYFAIR ROAD STE 104 | WAUWATOSA | WI | 53222 | 391600965 | 501(C)(3) | $5,500 | PROGRAM SUPPORT |
| ANGEL ON MY SHOULDER | |||||||
| 1611 PINE TREE LANE | SAINT GERMAIN | WI | 54558 | 391858288 | 501(C)(3) | $15,250 | PROGRAM SUPPORT |
| APRICITY | |||||||
| 1010 STROHMEYER DRIVE | NEENAH | WI | 54956 | 391229161 | 501(C)(3) | $40,000 | PROGRAM SUPPORT |
| ASTOP INC | |||||||
| 430 E DIVISION STREET | FOND DU LAC | WI | 54935 | 391707358 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| AURORA HEALTH CARE FOUNDATION | |||||||
| 855 N WESTHAVEN DRIVE | OSHKOSH | WI | 54904 | 930828294 | 501(C)(3) | $7,350 | PROGRAM SUPPORT |
| AUTISM SOCIETY OF SOUTHEAST WISCONSIN | |||||||
| 3720 N 124TH STREET STE O | WAUWATOSA | WI | 53222 | 391353925 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| BELLA MEDICAL CLINIC | |||||||
| 1484 W SOUTH PARK AVENUE | OSHKOSH | WI | 54902 | 391783119 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| BEST FRIENDS OF NEENAH MENASHA | |||||||
| 181 E NORTH WATER STREET NO 225 | NEENAH | WI | 54956 | 391260017 | 501(C)(3) | $17,000 | PROGRAM SUPPORT |
| BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC | |||||||
| 2349A BOWEN ROAD | OSHKOSH | WI | 54901 | 396103907 | 501(C)(3) | $326,620 | PROGRAM SUPPORT |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | |||||||
| 3821 COUNTY E | EGG HARBOR | WI | 54209 | 363032002 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF FOND DU LAC | |||||||
| 52 SOPHIA STREET | FOND DU LAC | WI | 54936 | 391896496 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF OSHKOSH INC | |||||||
| 501 E PARKWAY AVENEU | OSHKOSH | WI | 54901 | 396120658 | 501(C)(3) | $203,661 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA | |||||||
| 344 BROADWAY STREET | BERLIN | WI | 54923 | 820721270 | 501(C)(3) | $437,170 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 2107 N COLLINS BOULEVARD | RICHARDSON | TX | 75080 | 135562976 | 501(C)(3) | $8,760 | PROGRAM SUPPORT |
| CAP SERVICES INC | |||||||
| 821 E 1ST AVENUE NO 3 | APPLETON | WI | 54911 | 391080897 | 501(C)(3) | $94,938 | PROGRAM SUPPORT |
| CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY | |||||||
| 1825 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | 391924921 | 501(C)(3) | $9,500 | PROGRAM SUPPORT |
| CESA 2 | |||||||
| 550 SUNRISE DRIVE STE 105 | SPRING GREEN | WI | 53588 | 391487148 | 501(C)(3) | $8,000 | PROGRAM SUPPORT |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | |||||||
| 206 ALGOMA BOULEVARD | OSHKOSH | WI | 54902 | 391441770 | 501(C)(3) | $28,774 | PROGRAM SUPPORT |
| CITY OF OSHKOSH | |||||||
| 805 WITZEL AVENUE | OSHKOSH | WI | 54902 | 396005563 | CITY OF OSHKOSH | $320,600 | PUBLIC LIBRARY, PUBLIC MUSEUM, POLICE DEPARTMENT, PARKS DEPARTMENT & SENIOR CENTER PROGRAM |
| CLARITY CARE INC | |||||||
| 424 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 391569283 | 501(C)(3) | $12,500 | PROGRAM SUPPORT |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | |||||||
| 1110 PINE RIDGE ROAD STE 200 | NAPLES | FL | 34108 | 592396243 | 501(C)(3) | $11,260 | PROGRAM SUPPORT |
| COMMUNITY MUSIC & ARTS COLLABORATIVE | |||||||
| 1504 S COMMERCIAL STREET | NEENAH | WI | 54956 | 821774250 | 501(C)(3) | $6,200 | PROGRAM SUPPORT |
| B' NAI ISRAEL TEMPLE | |||||||
| 1121 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 396281886 | 501(C)(3) | $8,956 | PROGRAM SUPPORT |
| COTS INC | |||||||
| 819 S WEST AVENUE | APPLETON | WI | 54915 | 391913179 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| DAY BY DAY WARMING SHELTER INC | |||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | 275557420 | 501(C)(3) | $18,748 | PROGRAM SUPPORT |
| EVERGREEN FOUNDATION INC | |||||||
| 1130 N WESTFIELD STREET | OSHKOSH | WI | 54902 | 391081800 | 501(C)(3) | $22,984 | PROGRAM SUPPORT |
| FATHER CARR'S PLACE 2B LTD | |||||||
| 1062 N KOELLER STREET | OSHKOSH | WI | 54902 | 391334342 | 501(C)(3) | $41,350 | PROGRAM SUPPORT |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | 391384593 | 501(C)(3) | $9,618 | PROGRAM SUPPORT |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 137 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390824861 | 501(C)(3) | $12,172 | PROGRAM SUPPORT |
| FIRST CONGREGATIONAL CHURCH - RIPON | |||||||
| 220 RANSOM STREET | RIPON | WI | 54971 | 396026190 | 501(C)(3) | $16,997 | PROGRAM SUPPORT |
| FIRST ENGLISH LUTHERAN CHURCH | |||||||
| 1013 MINNESOTA STREET | OSHKOSH | WI | 54902 | 390818688 | 501(C)(3) | $8,000 | PROGRAM SUPPORT |
| FIRST PRESBYTERIAN CHURCH - OSHKOSH | |||||||
| 110 CHURCH AVENUE | OSHKOSH | WI | 54901 | 390810541 | 501(C)(3) | $7,000 | PROGRAM SUPPORT |
| FOX CITIES PERFORMING ART CENTER | |||||||
| 400 W COLLEGE AVENUE | APPLETON | WI | 54911 | 391977839 | 501(C)(3) | $30,979 | PROGRAM SUPPORT |
| FRIENDS OF CAMP ANOKIJIG INC | |||||||
| W5639 ANOKIJIG LANE | PLYMOUTH | WI | 53073 | 203211411 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| FRIENDSHIP PLACE INC | |||||||
| 220 N COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 501(C)(3) | $6,500 | PROGRAM SUPPORT |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC | |||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 391016314 | 501(C)(3) | $5,700 | PROGRAM SUPPORT |
| GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION FOUNDATION | |||||||
| 100 N MAIN STREET NO 104 | OSHKOSH | WI | 54901 | 473947981 | 501(C)(3) | $40,000 | PROGRAM SUPPORT |
| GREEN LAKE COUNTY | |||||||
| 571 COUNTY ROAD A | GREEN LAKE | WI | 54941 | 396005700 | GREEN LAKE COUNTY | $9,585 | HEALTH AND HUMAN SERVICES AND COUNTY FAIR |
| GREEN LAKE FESTIVAL OF MUSIC | |||||||
| 669 W THORNE STREET | RIPON | WI | 54971 | 391336204 | 501(C)(3) | $6,500 | PROGRAM SUPPORT |
| GREEN LAKE RENEWAL | |||||||
| 492 HILL STREET | GREEN LAKE | WI | 54941 | 264753668 | 501(C)(3) | $7,000 | PROGRAM SUPPORT |
| GREEN LAKE SCHOOL DISTRICT | |||||||
| 612 MILL STREET | GREEN LAKE | WI | 54941 | 396002306 | STATE OF WI | $10,060 | PROGRAM SUPPORT |
| LIKE A PRAYER FOUNDATION INC | |||||||
| 612 MILL STREET | GREEN LAKE | WI | 54941 | 472077855 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| LOURDES ACADEMY OF OSHKOSH WISCONSIN INC | |||||||
| 250 N SAWYER STREET | OSHKOSH | WI | 54902 | 391911111 | 501(C)(3) | $191,941 | PROGRAM SUPPORT |
| LUTHERAN COUNSELING & FAMILY SERVICES OF WISCONSIN | |||||||
| 3800 N MAYFAIR ROAD | WAUWATOSA | WI | 53222 | 390806171 | 501(C)(3) | $5,500 | PROGRAM SUPPORT |
| MARKESAN DISTRICT SCHOOLS | |||||||
| 100 E VISTA BOULEVARD | MARKESAN | WI | 53946 | 396003194 | STATE OF WI | $7,000 | PROGRAM SUPPORT |
| MARKESAN PUBLIC LIBRARY | |||||||
| 75 N BRIDGE STREET | MARKESAN | WI | 53946 | 396006314 | CITY OF MARKESAN | $11,572 | PROGRAM SUPPORT |
| MARKESAN RESIDENT HOME | |||||||
| 1130 N MARGARET STREET | MARKESAN | WI | 53946 | 391526581 | 501(C)(3) | $11,500 | PROGRAM SUPPORT |
| MERCY HEALTH FOUNDATION | |||||||
| 500 S OAKWOOD ROAD | OSHKOSH | WI | 54904 | 237140261 | 501(C)(3) | $13,100 | PROGRAM SUPPORT |
| NEENAH JOINT SCHOOL DISTRICT | |||||||
| 410 S COMMERCIAL STREET | NEENAH | WI | 54956 | 396003606 | STATE OF WI | $30,009 | PROGRAM SUPPORT |
| NEW MENTAL HEALTH CONNECTION INC | |||||||
| PO BOX 374 | APPLETON | WI | 54912 | 452657700 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| NEW NORTH INC | |||||||
| 600 N ADAMS STREET | GREEN BAY | WI | 54301 | 260114487 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| OSHKOSH AREA COMMUNITY PANTRY INC | |||||||
| 2551 JACKSON STREET | OSHKOSH | WI | 54901 | 263714702 | 501(C)(3) | $14,700 | PROGRAM SUPPORT |
| OSHKOSH AREA HUMANE SOCIETY INC | |||||||
| 1925 SHELTER COURT | OSHKOSH | WI | 54901 | 391709813 | 501(C)(3) | $154,056 | PROGRAM SUPPORT |
| OSHKOSH AREA SCHOOL DISTRICT | |||||||
| 215 S EAGLE STREET | OSHKOSH | WI | 54903 | 391414354 | STATE OF WI | $86,261 | PROGRAM SUPPORT |
| OSHKOSH AREA UNITED WAY | |||||||
| 21 W NEW YORK AVENUE | OSHKOSH | WI | 54901 | 391017908 | 501(C)(3) | $73,400 | PROGRAM SUPPORT |
| OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| 120 JACKSON STREET | OSHKOSH | WI | 54901 | 260015746 | 501(C)(3) | $79,295 | PROGRAM SUPPORT |
| OSHKOSH COMMUNITY YMCA | |||||||
| 324 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 390878909 | 501(C)(3) | $85,778 | PROGRAM SUPPORT |
| OSHKOSH OPERA HOUSE FOUNDATION | |||||||
| 222 PEARL AVENUE | OSHKOSH | WI | 54903 | 391569883 | 501(C)(3) | $18,023 | PROGRAM SUPPORT |
| PARTNERSHIP COMMUNITY HEALTH CENTER | |||||||
| 2310 WESTOWNE AVENUE | OSHKOSH | WI | 54904 | 202090446 | 501(C)(3) | $107,500 | PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | 390863391 | 501(C)(3) | $27,500 | PROGRAM SUPPORT |
| PRIESTS FOR OUR FUTURE | |||||||
| 702 S HIGH POINT ROAD STE 225 | MADISON | WI | 53719 | 208156961 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| PRINCETON SENIOR CITIZEN CLUB | |||||||
| 212 S HOWARD STREET | PRINCETON | WI | 54968 | 391376581 | 501(C)(3) | $6,400 | PROGRAM SUPPORT |
| REACH COUNSELING SERVICES | |||||||
| 1509 S COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 501(C)(3) | $43,100 | PROGRAM SUPPORT |
| REBUILDING TOGETHER FOX VALLEY | |||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | 392013200 | 501(C)(3) | $41,500 | PROGRAM SUPPORT |
| REFUGE FOUNDATION FOR THE ARTS | |||||||
| 1000 N BALLARD ROAD | APPLETON | WI | 54911 | 208406880 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| RIPON AREA SCHOOL DISTRICT | |||||||
| 1120 METOMEN STREET | RIPON | WI | 54971 | 396004200 | STATE OF WI | $28,607 | PROGRAM SUPPORT |
| SALVATION ARMY FOX CITIES | |||||||
| 130 E NORTH STREET | APPLETON | WI | 54912 | 362167910 | 501(C)(3) | $6,955 | PROGRAM SUPPORT |
| SALVATION ARMY-OSHKOSH | |||||||
| 417 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 133485289 | 501(C)(3) | $20,644 | PROGRAM SUPPORT |
| SCHOOL DISTRICT OF OMRO | |||||||
| 455 FOX TRAIL | OMRO | WI | 54963 | 396003768 | STATE OF WI | $5,000 | PROGRAM SUPPORT |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT STREET | MILWAUKEE | WI | 53212 | 465489434 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| SOLUTIONS RECOVERY INC | |||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | 392039973 | 501(C)(3) | $52,000 | PROGRAM SUPPORT |
| ST JUDE THE APOSTLE PARISH | |||||||
| 1025 5TH AVENUE | OSHKOSH | WI | 54902 | 390806353 | 501(C)(3) | $13,200 | PROGRAM SUPPORT |
| THE PAINE ART CENTER AND GARDENS | |||||||
| 1410 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390785483 | 501(C)(3) | $34,190 | PROGRAM SUPPORT |
| THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC | |||||||
| 1478 KENWOOD DRIVE STE 1 | MENASHA | WI | 54952 | 391214216 | 501(C)(3) | $84,222 | PROGRAM SUPPORT |
| THEDACARE FAMILY OF FOUNDATIONS INC | |||||||
| 1818 N MEADE STREET | APPLETON | WI | 54911 | 464112255 | 501(C)(3) | $9,555 | PROGRAM SUPPORT |
| THRASHER OPERA HOUSE CORPORATION | |||||||
| 510 MILL STREET | GREEN LAKE | WI | 54941 | 391915602 | 501(C)(3) | $8,115 | PROGRAM SUPPORT |
| TRI-COUNTY COMMUNITY DENTAL CLINIC INC | |||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | 470862462 | 501(C)(3) | $26,600 | PROGRAM SUPPORT |
| TURNING POINTS | |||||||
| 701 17TH AVENUE WEST | BRADENTON | FL | 34205 | 593340921 | 501(C)(3) | $12,000 | PROGRAM SUPPORT |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN STREET | CINCINNATI | OH | 45221 | 310896555 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| VALLEY CHRISTIAN SCHOOL | |||||||
| 3450 VINLAND ROAD | OSHKOSH | WI | 54901 | 311706955 | 501(C)(3) | $6,798 | PROGRAM SUPPORT |
| VALLEY PACKAGING INDUSTRIES INC | |||||||
| 110 N KENSINGTON DRIVE | APPLETON | WI | 54915 | 390921632 | 501(C)(3) | $6,144 | PROGRAM SUPPORT |
| WAUSHARA PREVENTION COUNCIL | |||||||
| W8220 COTTONVILLE AVENUE | WAUTOMA | WI | 54982 | 391708530 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY LITERACY COUNCIL | |||||||
| 106 WASHINGTON AVE | OSHKOSH | WI | 54901 | 391679291 | 501(C)(3) | $12,148 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 597 | RecipientCnt |
| Cash Grant | $711,365 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN MONITORING GRANTS, THE PROGRAM OFFICER REQUESTS A FINAL REPORT FOR ALL UNRESTRICTED AND FIELD OF INTEREST GRANTS AT THE END OF THEIR GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WYMAN | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $145,184 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,228 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,346 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,258 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $870,885 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE TRADING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS RECEIVED ARE REPORTED BASED ON ACTUAL CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS FORM 990 AND THEN THE FORM 990 GOES BEFORE THE FULL BOARD TO BE REVIEWED AND APPROVED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY AND KEPT ON FILE. DURING BOARD MEETINGS, BOARD MEMBERS WHO HAVE A RELATIONSHIP WITH AN ISSUE BEING REVIEWED ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES NATIONAL DATA FROM THE NATIONAL COUNCIL ON FOUNDATIONS AS WELL AS LOCAL DATA FROM THE OSHKOSH CHAMBER OF COMMERCE SURVEYS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. THE BOARD OF DIRECTORS MAKES DECISIONS REGARDING COMPENSATION OF THE PRESIDENT/CEO. THE PRESIDENT/CEO MAKES DECISIONS REGARDING COMPENSATION OF ALL OTHER STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST IN THE ORGANIZATION'S OFFICE. FINANCIAL STATEMENTS CAN ALSO BE FOUND ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 3,539. CHANGE IN VALUE OF ANNUITY -12,924. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY PROPERTY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272441813 | EIN |
| Primary Activities | TO SUPPORT THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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