LANS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LANS FOUNDATION (EIN 33-1035017)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349101864
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T16:20:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390934985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BEST & FRIEDRICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVENUE SUITE 3300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331035017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANS | BusinessNameControlTxt |
| Phone | 8156239018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J LANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8156239018 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH M ROBB | PreparerPersonNm |
| PTIN | P01242149 | PTIN |
| Phone | 4142716560 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,156,588 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,875 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $891,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $770,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,191 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,298 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $528,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $227,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $227,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,853,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,963,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,136,374 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,197,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,262,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,792,842 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,109,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,454,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,156,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,129,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,129,948 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,979,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,324,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,109,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,109,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,454,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,109,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $528,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,637,787 | SubtotalAmt |
| Other Decreases | $183,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $867,464 | $515,099 | $352,365 | $352,365 | |
| CAPITAL GAINS DIVIDENDS | $24,165 | $24,165 | $24,165 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,659 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,572,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,656,130 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042614 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,386,643 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,703,297 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039026 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,132,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043716 | DistributionYr5Rt |
| Total Distribution | 0.216414 | TotalDistributionRt |
| Average Distribution | 0.043283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,518,959 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,328 | 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 | $4,378 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,378 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,083 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,083 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,705 | OverpaymentAmt |
| Applied To ES Tax | $1,705 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SCOTT J LANS TRUSTEE | IndividualWithBooksNm |
| Phone | 8156239018 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11164 WALTON DRIVE | AddressLine1Txt |
| City | ROSCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE A LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT J LANS | ||||||||
| 11164 WALTON DRIVE | ROSCOE | IL | 61073 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE D LANS | ||||||||
| 342 INDIAN TRAIL | ROCKTON | IL | 61072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,365,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,587,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,587,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,518,959 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,378 | TotalTaxAmt |
| Distributable Before Adj | $221,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,378 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $205,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $174,235 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $174,235 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,093 | 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 | $185,477 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE A LANS | ContributingManagerNm |
| Contributing Manager | SCOTT J LANS | ContributingManagerNm |
| Contributing Manager | BRUCE D LANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELOIT HEALTH SYSTEM FOUNDATION | |||||||
| 1969 WEST HART ROAD | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $115,000 |
| BELOIT HISTORICAL SOCIETY | |||||||
| 845 HACKETT STREET | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| BELOIT REGIONAL HOSPICE | |||||||
| 655 THIRD STREET SUITE 200 | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| FAMILY PROMISE OF GREATER BELOIT | |||||||
| 737 BLUFF STREET | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $4,000 |
| FIDELTY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| GOLDIE B FLOBERG CENTER | |||||||
| 58 W ROCKTON ROAD | ROCKTON | IL | 61072 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MEALS ON WHEELS | |||||||
| 424 COLLEGE ST | BELOIT | WI | 53511 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| OLD STONE CHURCH | |||||||
| 101 E UNION | ROCKTON | IL | 61072 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| VETS ROLL | |||||||
| C/O FINNEGANS RV 1777 GARDNER ST | SOUTH BELOIT | IL | 60180 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $469,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,542 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE D LANS | |||||||
| 1 | 342 INDIAN TRAIL | ROCKTON | IL | 61072 | $100,063 | Yes (X) | Yes (X) |
| ELAINE A LANS | |||||||
| 2 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $20,000 | Yes (X) | |
| ELAINE A LANS CHAR LEAD TRUST | |||||||
| 3 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $80,697 | Yes (X) | |
| SCOTT J LANS | |||||||
| 4 | 11164 WALTON DRIVE | ROSCOE | IL | 61073 | $100,115 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1205 SHARES OF EXXON MOBIL | $100,063 | 2017-12-12 |
| 4 | 1190 SHARES EXXON MOBIL | $100,115 | 2017-12-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $75,081 | $136,942 |
| AMERICAN INTERNATIONAL GROUP | $46,882 | $77,454 |
| APACHE | $93,819 | $84,440 |
| APPLE | $55,776 | $236,922 |
| BAIDU | $71,673 | $93,684 |
| CATERPILLAR | $36,122 | $78,790 |
| CITIGROUP | $91,191 | $171,143 |
| DIAGEO PLC | $47,414 | $62,062 |
| EXPEDIA | $49,688 | $50,902 |
| EXXON MOBIL | $8,529 | $99,532 |
| FEDEX CORP | $28,433 | $74,862 |
| FIAT CHRYSLER | $52,151 | $115,960 |
| GAMING & LEISURE | $98,070 | $111,000 |
| GENERAL ELECTRIC | $73,697 | $48,598 |
| GENERAL MOTORS | $99,182 | $118,871 |
| GLENCORE | $89,342 | $123,879 |
| HCA HEALTHCARE | $118,226 | $131,760 |
| HERC HOLDINGS | $71,499 | $118,959 |
| HOWARD HUGHES CORP | $70,447 | $91,889 |
| HSN | $21,833 | $20,175 |
| INTEL CORP | $31,844 | $69,240 |
| JONES LANG LASALLE | $76,041 | $104,251 |
| JP MORGAN CHASE | $52,713 | $122,981 |
| LIBERTY BROADBAND CORP | $74,946 | $119,224 |
| LIBERTY INTER CORP QVC | $56,263 | $73,260 |
| MASTERCARD | $28,753 | $60,544 |
| NATIONAL OILWELL VARCO | $76,343 | $43,224 |
| ORACLE CORP | $86,528 | $113,472 |
| TE CONNECTIVITY | $53,188 | $123,552 |
| TEXAS INSTRUMENTS | $38,390 | $125,328 |
| WELLS FARGO | $89,922 | $133,474 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AGR MOD FUTURES STRAT FD | AT COST | $52,822 | $48,831 |
| DFA GLOBAL REAL ESTATE SEC PORT | AT COST | $31,251 | $36,161 |
| DFA INTL SCAP VALUE PORT | AT COST | $70,087 | $117,987 |
| DFA INTL SMALL COMPANY PORT | AT COST | $81,942 | $118,831 |
| DFA INTL VALUE PORT III FUND | AT COST | $110,630 | $139,687 |
| DFA US LCAP VALUE PORT III FD | AT COST | $156,194 | $182,896 |
| DFA US MCAP PORT FUND | AT COST | $42,866 | $89,467 |
| ISHARES CORE MSCI EMER MARKETS | AT COST | $42,866 | $50,698 |
| PARAMETRIC TAX MGD EMRG MKTS | AT COST | $65,316 | $104,893 |
| PIMCO INSTL COMM STRAT FD | AT COST | $30,031 | $36,645 |
| VANGUARD INSTL DEV MARKETS | AT COST | $85,141 | $105,224 |
| VANGUARD INSTL PLUS TOT STK MKT IND | AT COST | $269,980 | $422,143 |
| VANGUARD INSTL SCAP VAL INDEX | AT COST | $68,215 | $148,074 |
| VANGUARD INSTL VALUE IND | AT COST | $155,359 | $191,305 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PLANNING FEES | CategoryTxt |
| Legal Fees | $6,489 | LegalFeesAmt |
| Net Investment Income | $5,191 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,298 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE IN FMV & BOOK VALUE OF STOCK CONTRIBUTION | $183,012 |
| OTHER BASIS ADJUSTMENTS | $717 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS CHARITY BUREAU - ANNUAL REPORT FEE | $15 | $0 | $15 |
| BANK FEES | $15 | $0 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25,403 | Amt |
| Net Investment Income | $25,403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,101 | Amt |
| Net Investment Income | $1,101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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