RONALD & JOYCE WANEK FOUNDATION LTD: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RONALD & JOYCE WANEK FOUNDATION LTD (EIN 39-1948292)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349102713
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:54:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MARTINGALE ROAD SUITE 500 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | 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 | 391948292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD & JOYCE WANEK FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 8135154566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 E 8TH AVENUE SUITE A208 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD WANEK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8135154566 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL JOHNSON | PreparerPersonNm |
| PTIN | P01503711 | PTIN |
| Phone | 8475177070 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 13:37:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 398A04C92AF2632D866CEDA65A876021317AC8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF7521F86B14B0D62AA87A2A68D27C9324CE4F3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $64,357,838 | 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 | $3,038,666 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $936,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $936,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,073,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,334,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,073,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,334 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,107,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,075,970 | 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 |
| Other Prof Fees Rev And Expnss | $251,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $251,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,239 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,532,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,532,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,950,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,532,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,157,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,802,959 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,368 | CashBOYAmt |
| Cash EOY | $5,368 | CashEOYAmt |
| Cash EOYFMV | $5,368 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,864,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,586,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,586,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,858,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,879,485 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,740,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,871,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,989,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,936,456 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,624,014 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,171,607 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,089,185 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,224,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,632,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,357,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $54,224,015 | CapitalStockBOYAmt |
| Capital Stock EOY | $48,632,096 | 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 | $54,224,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,632,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,224,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,632,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,224,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,157,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,381,167 | SubtotalAmt |
| Other Decreases | $7,749,071 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,632,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TD PUBLICLY TRADED SECURITIES | $104,837 | $103,518 | $1,319 | $1,319 | |
| TD PUBLICLY TRADED SECURITIES | $2,619,240 | $2,950,088 | -$330,848 | -$330,848 | |
| GS PUBLICLY TRADED SECURITIES | $855,715 | $808,854 | $46,861 | $46,861 | |
| GS PUBLICLY TRADED SECURITIES | $15,611,695 | $10,222,817 | $5,388,878 | $5,388,878 | |
| KAYNE ANDERSON MLP FUND, LP | $82,561 | -$82,561 | -$82,561 | ||
| KAYNE ANDERSON MLP FUND, LP | $79,262 | -$79,262 | -$79,262 | ||
| WEST STREET ENERGY PARTNERS, LP | $7,074 | -$7,074 | -$7,074 | ||
| WEST STREET ENERGY PARTNERS, LP | $6,179 | -$6,179 | -$6,179 | ||
| WEST STREET ENERGY PARTNERS AIV-1 | $2,050 | $2,050 | $2,050 | ||
| RIVERSTONE GEPF VI CAYMAN | $34 | -$34 | -$34 | ||
| RIVERSTONE GEPF VI | $7,525 | $7,525 | $7,525 | ||
| ONE PE ENCAP FUND X | $1 | $1 | $1 | ||
| CAPITAL GAINS DIVIDENDS | $132,987 | $132,987 | $132,987 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,073,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,565,736 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,303,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.141798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,846,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,923,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.175885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,073,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,789,471 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,525,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,687,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.350974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,287,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,988,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143059 | DistributionYr5Rt |
| Total Distribution | 0.945971 | TotalDistributionRt |
| Average Distribution | 0.189194 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,021,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,977,269 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,030 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,035,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,532,622 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $116,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $116,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,405 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $184,405 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,346 | OverpaymentAmt |
| Applied To ES Tax | $68,346 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BECKY MATTHEW | IndividualWithBooksNm |
| Phone | 8135154556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 E 8TH AVENUE SUITE A208 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD G WANEK | ||||||||
| 1600 E 8TH AVENUE SUITE A208 | TAMPA | FL | 33605 | DIRECTOR/PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOYCE A WANEK | ||||||||
| 1600 E 8TH AVENUE SUITE A208 | TAMPA | FL | 33605 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TODD R WANEK | ||||||||
| 1600 E 8TH AVENUE SUITE A208 | TAMPA | FL | 33605 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHARI S WAGNER | ||||||||
| 1600 E 8TH AVENUE SUITE A208 | TAMPA | FL | 33605 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATI S WANEK-FORSYTHE | ||||||||
| 1600 E 8TH AVENUE SUITE A208 | TAMPA | FL | 33605 | DIRECTOR | 2.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,048,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,856,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,904,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,904,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $883,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,021,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,901,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,901,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116,059 | TotalTaxAmt |
| Distributable Before Adj | $2,785,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,785,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,785,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,532,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,532,622 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,532,622 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,785,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,502,153 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,854,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,239,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,942,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,327,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,866,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,532,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,785,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,747,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,614,584 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,502,153 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,112,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,854,744 | ExcessFromYear4Amt |
| Excess From Year3 | $3,239,720 | ExcessFromYear3Amt |
| Excess From Year2 | $4,942,602 | ExcessFromYear2Amt |
| Excess From Year1 | $4,327,746 | ExcessFromYear1Amt |
| Excess From Current Year | $3,747,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD G WANEK | ContributingManagerNm |
| Contributing Manager | JOYCE A WANEK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD WANEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 E 8TH AVENUE SUITE A208 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8135154556 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD BE IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE THE ATTACHED POLICY ON UNSOLICITED REQUESTS FOR FUNDS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE THE ATTACHED POLICY ON UNSOLICITED REQUESTS FOR FUNDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCADIA AREA HISTORICAL SOCIETY INC | ||||||||
| 401 WASHINGTON ST | ARCADIA | WI | 54612 | NONE | PC | GENERAL FUND | $5,000 | |
| ASHLEY'S ANGELS | ||||||||
| PO BOX 51 | ARCADIA | WI | 54612 | NONE | PC | GENERAL FUND | $10,000 | |
| BETHEL LUTHERAN CHURCH | ||||||||
| N29280 LOESEL LANE | ARCADIA | WI | 54612 | NONE | PC | BUILDING AND LANDSCAPE FUND | $10,000 | |
| CHRIST LUTHERAN CHURCH | ||||||||
| 821 LINCOLN STREET | ARCADIA | WI | 54612 | NONE | PC | GENERAL FUND | $5,000 | |
| CITY OF BLAIR | ||||||||
| 122 S URBERG AVENUE | BLAIR | WI | 54616 | NONE | PC | TREE FUND | $16,666 | |
| CITY OF HOPE | ||||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | NONE | PC | RESEARCH FUND | $3,000,000 | |
| DRUG FREE AMERICA FOUNDATION | ||||||||
| 5999 CENTRAL AVE STE 301 | ST PETERSBURG | FL | 33710 | NONE | PC | GENERAL FUND | $50,000 | |
| FEEDING TAMPA BAY | ||||||||
| 4702 TRANSPORT DR 6 | TAMPA | FL | 33605 | NONE | PC | GENERAL FUND | $10,000 | |
| HILLSBOROUGH COUNTY BAR ASSOCIATION | ||||||||
| 1610 N TAMPA ST | TAMPA | FL | 33602 | NONE | PC | GENERAL FUND | $10,000 | |
| LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 850 POPLAR AVENUE BLD 2 | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $5,000 | |
| MAYO RESEARCH CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | RESEARCH FUND | $3,259,456 | |
| NATIONAL FOOTBALL FOUNDATION | ||||||||
| 433 LAS COLINAS BOULEVARD EAST | IRVING | TX | 75039 | NONE | PC | GENERAL FUND | $92,500 | SUITE 1130 |
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||
| 5550 W EXECUTIVE DR | TAMPA | FL | 33609 | NONE | PC | GENERAL FUND | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $5,000 | |
| ST JOHN'S LUTHERAN CHURCH | ||||||||
| 35900 LEE STREET | WHITEHALL | WI | 54773 | NONE | PC | GENERAL FUND | $10,000 | |
| WESTERN TECHNICAL COLLEGE FOUNDATION | ||||||||
| 400 SEVENTH STREET NORTH | LA CROSSE | WI | 54601 | NONE | PC | GENERAL FUND | $39,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,532,622 | 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 | $35,962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $936,011 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,073,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,068,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,068,619 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANEK TRUST OF 2000 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1781 BRIGHTWATERS | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,038,666 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 98,911.97 SHARES GS ASIA EQUITY | NoncashPropertyDesc |
| Fair Market Value | $3,038,666 | FairMarketValueAmt |
| Received | 2017-12-28 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,989,275 | EOYBookValueAmt |
| EOYFMV | $2,936,456 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $37,879,485 | EOYBookValueAmt |
| EOYFMV | $52,740,468 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| BOY Book Value | $4,624,014 | BOYBookValueAmt |
| EOY Book Value | $4,171,607 | EOYBookValueAmt |
| EOYFMV | $5,089,185 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUILT IN GAIN FROM CONTRIBUTED STOCK | Desc |
| Amt | $7,749,071 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $7,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KAYNE ANDERSON INFRASTRUCTURE FUND LP | $9,702 | $9,702 | $9,702 |
| KAYNE ANDERSON MLP FUND LP | -$1,537 | -$17,018 | -$1,537 |
| WEST STREET ENERGY PTNRS LP | $30,876 | $30,876 | $30,876 |
| WEST STREET ENERGY PTNRS AIV-1 LP | $4,440 | $4,440 | $4,440 |
| FREO ACCESS LP | -$31,613 | -$31,613 | -$31,613 |
| RIVERSTONE GEPF VI CAYMAN, LP | $1,543 | $28 | $1,543 |
| RIVERSTONE GEPF VI, LP | -$14,357 | -$9,427 | -$14,357 |
| TLC TECHNOLOGY INVESTORS, LLC | $14,111 | $14,111 | $14,111 |
| ONE PE ENCAP, LLC | $6,787 | $27,148 | $6,787 |
| RIVERSTONE GEPF VI (MMS), LP | $944 | $0 | $944 |
| MISCELLANEOUS INCOME | $2,087 | $2,087 | $2,087 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $24,239 | $24,239 | $0 |
| INVESTMENT FEES | $226,731 | $226,731 | $0 |
| OTHER FEES | $802 | $802 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $21,239 | $21,239 | $0 |
| FEDERAL TAXES | $137,000 | $0 | $0 |
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