LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-25
- IRS object ID
- 201941769349100704
- 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-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-25T08:52:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 JOHN JOANIS DRIVE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396104415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD YOUTH LEADERSHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAIR | BusinessNameControlTxt |
| Phone | 3012295596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1352 RIVERSIDE DRIVE | AddressLine1Txt |
| City | RIVER FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M LAIRD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3012295596 | PhoneNum |
| Signature | 2019-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEAN JOHNSON CPA | PreparerPersonNm |
| PTIN | P01708664 | PTIN |
| Phone | 7153444984 | PhoneNum |
| Preparation | 2019-06-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-20 | IPDt |
| IP Tm | 15:34:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FDDE6E59ECAC1E5ABC0702B1D23036C1C3115FC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7E35B63400230345D2F018ED440CE5992BA784B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,055,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,621 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,545 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $986 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $460,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $404,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,740 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $512,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $556,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $650,850 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $662 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $973,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,055,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $973,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $961,081 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $973,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $973,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $973,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,188 | OtherIncreasesAmt |
| Subtotal | $961,081 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $66,533 | $66,263 | $270 | $270 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $140,350 | $104,370 | $35,980 | $35,980 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $189,633 | $193,262 | -$3,629 | -$3,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,621 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,046,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021883 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $573,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $535,285 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $534,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,479 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $554,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049548 | DistributionYr5Rt |
| Total Distribution | 0.215180 | TotalDistributionRt |
| Average Distribution | 0.043036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,138,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $416 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,045 | 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 | $416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $584 | OverpaymentAmt |
| Applied To ES Tax | $584 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID LAIRD | IndividualWithBooksNm |
| Phone | 3012295596 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6108 WINNEBAGO ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN O LAIRD | ||||||||
| 1352 RIVERSIDE DR | RIVER FALLS | WI | 54022 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RAYMOND D NASS | ||||||||
| 411 GREENBRIAR AVE | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| JOHN H DRESSENDORFER | ||||||||
| 233 LOCUST STREET SE | VIENNA | VA | 22180 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DAVID M LAIRD | ||||||||
| 6108 WINNEBAGO ROAD | BETHESDA | MD | 20816 | TREAS/VICE PRES | 0.50 | $0 | $0 | $0 |
| VANESSA A LAIRD | ||||||||
| 1101 W MINNEHAHA PKWY | MINNEAPOLIS | MN | 55419 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| ALISON LAIRD-LARGE | ||||||||
| 757 CANE CREEK ROAD | SYLVA | NC | 28779 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DR GEORGE E MAGNIN | ||||||||
| 301 COLUMBUS DRIVE | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KAREN ENGELHARD | ||||||||
| 4309 JANICK CIRCLE NORTH | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KIMBERLY DALGLEISH | ||||||||
| 32268 WOODFIELD DR | AVON LAKE | OH | 44012 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| RAYMOND LARGE III | ||||||||
| 757 CANE CREEK ROAD | SYLVA | NC | 28779 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| CONNOR K LAIRD | ||||||||
| 6108 WINNEBAGO ROAD | BETHESDA | MD | 20816 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $729,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,155,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,155,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,138,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $416 | TotalTaxAmt |
| Distributable Before Adj | $56,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $416 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,428 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,428 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,891 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAIRD YOUTH LEADERSHIP FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1136 SOUTHFORK DRIVE | AddressLine1Txt |
| City | RIVER FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3012295596 | RecipientPhoneNum |
| Form And Info And Materials | DETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | DETERMINED BY LAIRD YOUTH LEADERSHIP FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLADDER CANCER ADVOCACY NETWORK | |||||||
| 4915 ST ELMO AVE SUITE 202 | BETHESDA | MD | 20814 | N/A | PC | TO SUPPORT EDUCATIONAL AND SUPPORT SERVICES FOR FAMILIES DEALING WITH CANCER | $1,000 |
| CAMP MANITO-WISH-YMCA | |||||||
| PO BOX 246 | BOULDER JUNCTION | WI | 54512 | N/A | PC | TO SUPPORT YMCA CAMP AND LEADERSHIP PROGRAMS | $5,000 |
| CAMP | |||||||
| 4626 CASCO AVE | EDINA | MN | 55425 | N/A | PC | TO PROMOTE EDUCATION OF YOUTH THROUGH PRODUCTION OF STAGE PERFORMANCES | $2,000 |
| CENTER FOR DOMESTIC PEACE | |||||||
| PO BOX 425 | WEBSTER | NC | 28788 | N/A | PC | TO SUPPORT FAMILIES AFFECTED BY DOMESTIC VIOLENCE THROUGH EDUCATION AND ADVOCACY | $2,000 |
| EVERYBODY WINS DC | |||||||
| 525 SCHOOL STREET SW | WASHINGTON | DC | 20024 | N/A | PC | TO PROMOTE CHILDREN'S LITERACY PROGRAMS IN THE WASHINGTON D.C. AREA | $1,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | N/A | PC | TO PROVIDE FINANCIAL ASSISTANCE PROGRAMS AT SECONDARY SCHOOL | $1,000 |
| MANY HANDS INC | |||||||
| PO BOX 15048 | CHEVY CHASE | MD | 20825 | N/A | PC | TO SUPPORT UNDERSERVED WOMEN AND CHILDREN IN THE WASHINGTON D.C. AREA | $1,000 |
| MARSHFIELD CLINIC | |||||||
| 1000 NORTH OAK AVENUE | MARSHFIELD | WI | 54449 | N/A | PC | TO SUPPORT RESEARCH OF BARDET-BIEDL SYNDROME | $2,500 |
| THE COMMUNITY TABLE | |||||||
| PO BOX 62 | DILLSBORO | NC | 28725 | N/A | PC | TO SUPPORT MEALS FOR THOSE IN NEED AND TO PROVIDE ACCESS TO A FOOD PANTRY | $2,000 |
| UNIVERSITY OF WISCONSIN MARSHFIELDWOOD COUNTY | |||||||
| 2000 WEST 5TH STREET | MARSHFIELD | WI | 54449 | N/A | PC | TO FUND THE LAIRD-FROEHLKE SCHOLARSHIP | $2,000 |
| UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION | |||||||
| 2100 MAIN STREET SUITE 212 | STEVENS POINT | WI | 54481 | N/A | PC | DIRECTED TO THE UW-SP FOUNDATION LAIRD ENDOWMENT FUND FOR SCHOLARSHIPS | $10,000 |
| WAY TO GROW | |||||||
| 125 WEST BROADWAY AVE SUITE 110 | MINNEAPOLIS | MN | 55441 | N/A | PC | TO SUPPORT EARLY LEARNING PROGRAMS IN THE TWIN CITIES AREA | $2,000 |
| WIPPS OBEY CENTER | |||||||
| 625 STEWART AVE | WAUSAU | WI | 54401 | N/A | PC | PROMOTING ACTIVE INVOLVEMENT BY YOUNG ADULTS TO ACTIVELY PARTICIPATE IN THE DEMOCRATIC PROCESS | $5,000 |
| WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS | |||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PC | TO PROMOTE CREATIVE WORKS AND ADVANCEMENT OF CULTURE IN WISCONSIN | $1,000 |
| WI 4-H FOUNDATION | |||||||
| 702 LANGDON ST | MADISON | WI | 53706 | N/A | PC | TO SUPPORT AGRICULTURAL AND LEADERSHIP PROGRAMS FOR YOUTH IN WISCONSIN | $5,000 |
| WILLIAM S KADEN ENDOWMENT AT HARVARD BUSINESS SCHOOL | |||||||
| SOLIDERS FIELD RD | BOSTON | MA | 02163 | N/A | PC | DIRECT ENDOWMENT FUND | $2,500 |
| MARSHFIELD AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 456 | MARSHFIELD | WI | 54449 | N/A | PC | TO UPGRADE THE PRACTICE AND PLAYING FIELDS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,566 | 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 & TAX PREPARATION | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $62,931 | $78,452 |
| COMMON STOCK AND OPTIONS | AT COST | $433,605 | $507,469 |
| EXCHANGED TRADED AND CLOSED END FUNDS | AT COST | $59,805 | $64,929 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHONE | $69 | $0 | $0 | $69 |
| MISCELLANEOUS | $1,911 | $0 | $0 | $4,857 |
| PUBLIC NOTICE FEE | $69 | $0 | $0 | $69 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $1,188 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT - MANAGEMENT FEES | CategoryTxt |
| Amt | $10,433 | Amt |
| Net Investment Income | $10,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX - 990-PF | $927 | $0 | $0 | $0 |
| FOREIGN TAXES | $755 | $986 | $0 | $0 |
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