LEON H AND CLYMENE M BOND FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEON H AND CLYMENE M BOND FOUNDATION INC (EIN 39-1762087)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-10-03
- IRS object ID
- 201702769349100645
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-03T14:30:46-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543053819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391762087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON H & CLYMENE M BOND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9208345577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1Txt |
| City | OCONTO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HANNA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9208345585 | PhoneNum |
| Signature | 2017-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A OLSON | PreparerPersonNm |
| PTIN | P00035071 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2017-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.163.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-17 | IPDt |
| IP Tm | 11:00:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC3B3E6693BBF39118E1AB12E86B94CF4085E7F0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 564A8A0198AC70B833D2A53CE5A9B61C10E7EB35 | 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 | $6,293,653 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,738,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $588,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $588,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,831 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,415 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,416 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,844 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,422 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,422 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $972 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $972 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,384 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,212 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $549 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $285 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $285 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,843 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,553 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,553 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $482,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,330 | CashBOYAmt |
| Cash EOY | $75,383 | CashEOYAmt |
| Cash EOYFMV | $75,383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $210,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,278 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,392,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,701,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,118,810 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,200 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,660 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,200 | LandBOYAmt |
| Land EOY | $2,897 | LandEOYAmt |
| Land EOYFMV | $2,897 | LandEOYFMVAmt |
| Other Assets BOY | $13,085 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,671,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,876,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,293,653 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,043 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,340 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,340 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,669,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,873,161 | 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 | $5,669,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,873,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,671,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,876,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,669,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,873,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,873,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH 07085 | P | $1,151,299 | $1,010,515 | $140,784 | $140,784 |
| MERRILL LYNCH 02223 | P | $163,325 | $81,066 | $82,259 | $82,259 |
| MERRILL LYNCH 02229 | P | $379,844 | $329,139 | $50,705 | $50,705 |
| MERRILL LYNCH 04019 | P | $1,436,951 | $1,323,023 | $113,928 | $113,928 |
| MERRILL LYNCH 04013 | P | $607,206 | $585,663 | $21,543 | $21,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,219 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $219,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,893,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037186 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,413 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,272,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $204,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,250,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,691,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076892 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $284,551 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,843,238 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100080 | DistributionYr5Rt |
| Total Distribution | 0.308237 | TotalDistributionRt |
| Average Distribution | 0.061647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,027,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $371,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $376,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $278,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,725 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,725 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,070 | OverpaymentAmt |
| Applied To ES Tax | $1,070 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER HANNA | IndividualWithBooksNm |
| Phone | 9208345577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3640 COUNTY ROAD SS | AddressLine1Txt |
| City | OCONTO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54153 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 BOSTEDT | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | VICE-PRESIDENT | 20.00 | $2,500 | $0 | $0 |
| JENNIFER HANNA | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | PRESIDENT/TREASURER | 40.00 | $57,831 | $18,844 | $0 |
| BETH LARSON | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| RONALD DELAIN | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MARY MCMONAGLE | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | SECRETARY/CHAIRMAN | 1.00 | $2,500 | $0 | $0 |
| GARY ZIEGELBAUER | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| CHRIS AUGUSTINE | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $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 | $5,942,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,119,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,119,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,027,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,655 | TotalTaxAmt |
| Distributable Before Adj | $291,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $291,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $291,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $278,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $278,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $147,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,016 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $263,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,635 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,635 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,058 | 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 | $133,788 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,254 | ExcessFromYear4Amt |
| Excess From Year3 | $42,016 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER HANNA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1Txt |
| City | OCONTO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9208345577 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTING GRANT, FEDERAL EXEMPTION NUMBER, DESCRIPTION OF PURPOSE FOR THE GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | 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 |
|---|---|---|---|---|---|---|---|
| CITY OF OCONTO | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | 2017 COPPERFEST DONATION | $1,000 |
| CITY OF OCONTO | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | BIRD HOUSE DONATION | $700 |
| CITY OF OCONTO POLICE DEPARTMENT | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | EVERY 15 MINUTES | $800 |
| FAMILY SERVICES OF BROWN COUNTY | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54301 | NONE | NON-PROFIT | CRISIS CENTER | $1,500 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 WEST MASON STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | SPONSOR/CLIENT FEES | $14,500 |
| NEW COMMUNITY SHELTER INC | |||||||
| 301 MATHER STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | CAPITAL CAMPAIGN/SPONSOR | $1,000 |
| OCONTO COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 272 | OCONTO | WI | 54153 | NONE | NON-PROFIT | CARRIAGE HOUSE - 2ND PAYMENT AND RESTORATION OF BOND PICKLE SIGN | $51,500 |
| OCONTO GIRLS SOFTBALL ASSOCIATION | |||||||
| 235 ONTARIO AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | UNIFORMS & EQUIPMENT | $3,000 |
| OCONTO HIGH SCHOOL | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | YEARBOOK SPONSORSHIP | $500 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | BCA SCIENCE PROGRAM SUPPLIES | $9,803 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | SPONSORSHIPS | $5,000 |
| LENA PUBLIC SCHOOL DISTRICT | |||||||
| 304 E MAIN STREET | LENA | WI | 54139 | NON-PROFIT | OUTDOOR BATHROOM FACILITIES | $60,000 | |
| ESTNEVILLE PUBLIC MUSEUM FOUNDATION | |||||||
| PO BOX 325 | GREEN BAY | WI | 543050325 | NON-PROFIT | ESTAMOS AQUI EXHIBIT | $10,000 | |
| CITY OF OCONTO | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NON-PROFIT | SKATE/BIKE PARK | $36,000 | |
| OCONTO COUNTY UW-EXTENSION | |||||||
| 304 WASHINGTON STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | 4-H SUMMER CAMPS | $1,500 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54143 | NONE | NON-PROFIT | VENDING MACHINE | $1,500 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54143 | NONE | NON-PROFIT | AFTERGLOW 2017 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,553 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,733 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $409,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $588,978 | 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 FEES | CategoryTxt |
| Amt | $6,384 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,384 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| COMPUTER/SOFTWARE | 2010-11-30 | $894 | $894 | 0.000000000000 | $0 | $0 |
| COMPUTER/SOFTWARE | 2013-11-22 | $683 | $342 | 0.000000000000 | $137 | $0 |
| COMPUTER/SOFTWARE | 2013-11-22 | $216 | $180 | 0.000000000000 | $36 | $0 |
| COMPUTER/SOFTWARE | 2013-11-22 | $47 | $23 | 0.000000000000 | $9 | $0 |
| OFFICE EQUIPMENT | 2015-11-27 | $835 | $60 | 0.000000000000 | $119 | $0 |
| FURNITURE AND FIXTURES | 2010-11-30 | $327 | $304 | 0.000000000000 | $23 | $0 |
| COMPUTER/SOFTWARE | 2017-04-07 | $836 | $84 | 0.000000000000 | $0 | $0 |
| COMPUTER/SOFTWARE | 2017-03-24 | $1,225 | $123 | 0.000000000000 | $0 | $0 |
| COMPUTER/SOFTWARE | 2017-03-24 | $186 | $18 | 0.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2004-10-08 | $308 | $308 | 0.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,701,658 | EOYBookValueAmt |
| EOYFMV | $6,118,810 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ONEIDA GOLF & RIDING STOCK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,200 | BookValueAmt |
| EOYFMV | $4,200 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER/SOFTWARE | $894 | $894 | $0 |
| COMPUTER/SOFTWARE | $683 | $479 | $204 |
| COMPUTER/SOFTWARE | $216 | $216 | $0 |
| COMPUTER/SOFTWARE | $47 | $32 | $15 |
| OFFICE EQUIPMENT | $835 | $179 | $656 |
| FURNITURE AND FIXTURES | $327 | $327 | $0 |
| COMPUTER/SOFTWARE | $836 | $84 | $752 |
| COMPUTER/SOFTWARE | $1,225 | $123 | $1,102 |
| COMPUTER/SOFTWARE | $186 | $18 | $168 |
| OFFICE EQUIPMENT | $308 | $308 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $972 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $972 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCULPTURE/PICTURES | Desc |
| BOY Book Value | $13,085 | BOYBookValueAmt |
| EOY Book Value | $13,085 | EOYBookValueAmt |
| EOYFMV | $13,085 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,206 | $0 | $3,206 |
| MISCELLANEOUS | $295 | $0 | $295 |
| OFFICE SUPPLIES | $805 | $0 | $805 |
| COMPUTER/SOFTWARE | $768 | $0 | $768 |
| POSTAGE | $299 | $0 | $299 |
| TELEPHONE | $1,577 | $0 | $1,577 |
| INTERNET | $152 | $0 | $152 |
| SUBCONTRACTORS | $12,000 | $0 | $12,000 |
| SEMINARS AND TRAINING | $766 | $0 | $766 |
| WEBSITE FEES | $975 | $0 | $975 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $61,172 | Amt |
| Net Investment Income | $61,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $21 | $21 | $0 |
| 990-PF EXCISE TAX | $0 | $0 | $0 |
| EMPLOYEE FICA TAX | $4,424 | $2,212 | $2,212 |
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