LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-13
- IRS object ID
- 201702569349100015
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-13T11:51:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 201 FRONTENAC AVE PO BOX 106 | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544810106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 1136 SOUTHFORK 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 | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY DONOVAN CPA | PreparerPersonNm |
| PTIN | P00848082 | PTIN |
| Phone | 7153444984 | PhoneNum |
| Preparation | 2017-05-08 | 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 | 2017-05-09 | IPDt |
| IP Tm | 08:36:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A9A0EAFF0212B6139E678F851E8CE171469640BE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EDB8695E9EB8D1B1256E5787CF57F3C4FB87078F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $593,413 | 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 |
| Dividends Rev And Expnss | $10,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,885 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,710 | 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 |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $654 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $490,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $483,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $579,737 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $662 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $506,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $497,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $593,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $506,522 | CapitalStockBOYAmt |
| Capital Stock EOY | $497,030 | 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 | $506,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $497,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $506,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $497,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $506,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $497,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $497,030 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $36,735 | $42,816 | -$6,081 | -$6,081 | |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $119,236 | $97,318 | $21,918 | $21,918 | |
| CAPITAL GAINS DIVIDENDS | $48 | $48 | $48 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $535,285 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $534,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047466 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $554,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $514,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,949 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $506,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049281 | DistributionYr5Rt |
| Total Distribution | 0.235079 | TotalDistributionRt |
| Average Distribution | 0.047016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $573,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $176 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,735 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $351 | AppliedToEsTaxAmt |
| Total Payments And Credits | $351 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 | ||||||||
| 1136 S FORK 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 |
| ROBERT F FROEHLKE DEC'D 21216 | ||||||||
| 7501 THOMPSON PEAK PARKWAY 521 | SCOTTSDALE | AZ | 85255 | VICE PRES | 0.50 | $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 |
| HONORABLE MELVIN R LAIRDDEC'D 1116 | ||||||||
| 16676 BOBCAT DRIVE | FORT MYERS | FL | 33908 | BOARD MEMBER | 0.20 | $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 M 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 | $565,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $581,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $581,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $573,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $351 | TotalTaxAmt |
| Distributable Before Adj | $28,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,346 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,346 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,389 | 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 | $2,916 | 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 |
|---|---|---|---|---|---|---|---|
| CAMP | |||||||
| 4626 CASCO AVE | EDINA | MN | 55425 | N/A | PC | TO PROMOTE EDUCATIONAL & CULTURAL EDUCATION OF THE LOCAL YOUTH | $1,000 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | PC | TO PROVIDE VITAL RESOURCES FOR LEARNING AND TEACHING | $2,500 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WI | |||||||
| 500 FIRST ST SUITE 2600 | WAUSAU | WI | 54403 | N/A | PC | TO SUPPORT JOJO'S JUNGLE PROJECT | $1,500 |
| DC EVEREST HIGH SCHOOL | |||||||
| 6500 ALDERSON STREET | WESTON | WI | 54476 | N/A | PC | TO PROMOTE THE BOOK HOMETOWN STORIES: TALES OF THE WAUSAU AREA | $1,000 |
| DC EVEREST ORAL HISTORY PROJECT | |||||||
| 6500 ALDERSON STREET | WESTON | WI | 54476 | N/A | PC | ASSIST WITH PROJECT ON WISCONSIN IMMIGRANTS | $2,000 |
| EVERYBODY WINS DC | |||||||
| 525 SCHOOL STREET SW | WASHINGTON | DC | 20024 | N/A | PC | PROMOTE CHILDREN'S LITERACY PROGRAMS | $1,000 |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BOULEVARD SOUTH | FORT MYERS | FL | 339656565 | N/A | PC | SUPPORTING THE UNIVERSITY'S UNRESTRICTED FUND | $1,000 |
| FOREST LAGER PARISH | |||||||
| PO BOX 129 | WABENO | WI | 54566 | N/A | PC | SUPPORTING THE FIRST PRESBYTERIAN CHURCH IN LAONA WISCONSIN | $500 |
| GERLACH FAMILY ENDOWMENT AT LINCOLN COLLEGE | |||||||
| 300 KEOKUK ST | LINCOLN | IL | 62656 | N/A | PC | SUPPORTING SCHOLARSHIP FUND AT LINCOLN COLLEGE | $2,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20816 | N/A | PC | DONATION TO SECONDARY SCHOOL FOR FINANCIAL AID | $1,000 |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | PC | SUPPORTING THE CHILDREN'S HOSPITAL IN SOUTHWEST FLORIDA | $2,500 |
| MANY HANDS INC | |||||||
| PO BOX 15048 | CHEVY CHASE | MD | 20825 | N/A | PC | ASSISTING UNDERSERVED WOMEN AND CHILDREN IN WASHINGTON D.C. | $1,000 |
| PORTAGE COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 672 | STEVENS POINT | WI | 54482 | N/A | PC | SUPPORT OF PROJECT "OVER THERE" | $1,000 |
| SHILLITO FAMILY SCHOLARSHIP FUND | |||||||
| 2100 KETTERING TOWER | DAYTON | OH | 45423 | N/A | PC | SUPPORT CHAMINADE-JULIENNE HIGH SCHOOL | $1,000 |
| 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 | $4,000 |
| WAY TO GROW | |||||||
| 125 WEST BROADWAY AVE SUITE 110 | MINNEAPOLIS | MN | 55441 | N/A | PC | SUPPORTING EARLY LEARNING PROGRAMS IN THE TWIN CITIES AREA | $1,000 |
| WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS | |||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PC | PROMOTING CREATIVE WORKS AND ADVANCEMENT OF CULTURE IN WISCONSIN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,710 | 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 | $50,936 | $52,415 |
| COMMON STOCK AND OPTIONS | AT COST | $377,248 | $456,137 |
| EXCHANGED TRADED AND CLOSED END FUNDS | AT COST | $55,170 | $71,185 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHONE | $61 | $0 | $0 | $61 |
| PUBLIC NOTICE FEE | $32 | $0 | $0 | $32 |
| INVESTMENT - MANAGEMENT FEES | $7,955 | $7,955 | $0 | $0 |
| MARSHFIELD CLINIC - BOOK PURCHASES | $600 | $0 | $0 | $600 |
| PRINTING & MISCELLANEOUS | $492 | $0 | $0 | $492 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX - 990-PF | $308 | $0 | $0 | $0 |
| FOREIGN TAXES | $654 | $654 | $0 | $0 |
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