WEBSTER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEBSTER FOUNDATION INC (EIN 74-3053295)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-17
- IRS object ID
- 201601389349100420
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-17T11:16:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391392227 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBERTY & ASSOCIATES SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E FOND DU LAC ST PO BOX 272 | AddressLine1Txt |
| City | RIPON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743053295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBS | BusinessNameControlTxt |
| Phone | 9207485498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 RADKE ROAD | AddressLine1Txt |
| City | RIPON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54971 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROB WEBSTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9207485498 | PhoneNum |
| Signature | 2016-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE TAYLOR CPA | PreparerPersonNm |
| PTIN | P00385430 | PTIN |
| Phone | 9207487741 | PhoneNum |
| Preparation | 2016-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $225,820 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $59,260 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,424 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,424 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,425 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,544 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,544 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,544 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $90,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,403 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,978 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $188 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $11,194 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,194 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $11,194 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,139 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,521 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,521 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,336 | CashBOYAmt |
| Cash EOY | $16,074 | CashEOYAmt |
| Cash EOYFMV | $16,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $224,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,677 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $249,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $230,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $225,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $249,391 | UnrestrictedBOYAmt |
| Unrestricted EOY | $230,305 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $249,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $230,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $230,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $249,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,086 | ExcessRevenueOverExpensesAmt |
| Subtotal | $230,305 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $230,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOW CHEMICAL COMPANY | P | 2014-04-01 | 2015-12-09 | $11,246 | $9,862 | $1,384 | $1,384 |
| GENERAL ELECTRIC CO | P | 2012-01-31 | $56,494 | $38,201 | $18,293 | $18,293 | |
| TRECORA RESOURCES | P | 2015-01-02 | $60,008 | $59,260 | $748 | $748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $318,097 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.310572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,841 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $307,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.286099 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,467 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $299,103 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.342581 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,364 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $335,054 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.236869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,752 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $347,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188988 | DistributionYr5Rt |
| Total Distribution | 1.365109 | TotalDistributionRt |
| Average Distribution | 0.273022 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $256,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,771 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $189 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $189 | SubtotalAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $111 | OverpaymentAmt |
| Applied To ES Tax | $111 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHANIE SAUERBREI | IndividualWithBooksNm |
| Phone | 9207485498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 W FOND DU LAC STREET | AddressLine1Txt |
| City | RIPON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROB WEBSTER | ||||||||
| 8001 RADKE ROAD | RIPON | WI | 54971 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE SAUERBREI | ||||||||
| 517 E JACKSON STREET | RIPON | WI | 54971 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID SCHOFF | ||||||||
| N872 CTY RD E | RIPON | WI | 54971 | BOARD OF DIR | 1.00 | $0 | $0 | $0 |
| LINDA KINZIGER | ||||||||
| 670 HAMBURG STREET | RIPON | WI | 54971 | BOARD OF DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLEGE SCHOLARSHIPS FOR EIGHT STUDENTS. | Description1Txt |
| Expenses1 | $32,000 | Expenses1Amt |
| Description2 | RIPON AREA SCHOOL DISTRICT DONATIONS TO ASSIST WITH THE CONTINUING EDUCATION OF THE CHILDREN IN THE AREA AT ALL LEVELS. | Description2Txt |
| Expenses2 | $26,110 | Expenses2Amt |
| Description3 | RIPON AREA CHRISTIAN MINISTRIES TO SPREAD THE GOOD NEWS OF JESUS THROUGH ALL DENOMINATIONS AND TO KEEP KIDS INVOLVED IN CHURCH ACTIVITIES THROUGH THE PROMOTION OF YOUTH MINISTRIES. | Description3Txt |
| Expenses3 | $15,061 | Expenses3Amt |
| Description4 | COMMUNITY THRIFT STORE AND FOOD PANTRY. DONATION TO HELP NEEDY FAMILIES IN THE SURROUNDING COMMUNITIES. | Description4Txt |
| Expenses4 | $2,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $242,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $260,280 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $260,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $256,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,771 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $189 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $96,771 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $96,771 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,771 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $13,700 | Year1Amt |
| Year2 | $10,652 | Year2Amt |
| Year3 | $8,557 | Year3Amt |
| Total | $32,909 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $11,645 | Year1Amt |
| Year2 | $9,054 | Year2Amt |
| Year3 | $7,273 | Year3Amt |
| Total | $27,972 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,771 | CurrentYearAmt |
| Year1 | $99,092 | Year1Amt |
| Year2 | $87,941 | Year2Amt |
| Year3 | $102,735 | Year3Amt |
| Total | $386,539 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,771 | CurrentYearAmt |
| Year1 | $99,092 | Year1Amt |
| Year2 | $87,941 | Year2Amt |
| Year3 | $102,735 | Year3Amt |
| Total | $386,539 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,546 | CurrentYearAmt |
| Year1 | $10,603 | Year1Amt |
| Year2 | $10,235 | Year2Amt |
| Year3 | $9,970 | Year3Amt |
| Total | $39,354 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT WEBSTER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHANIE SAUERBREI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 W FOND DU LAC STREET | AddressLine1Txt |
| City | RIPON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9207485498 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP AND GRANT APPLICATIONS ENCLOSED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP DEADLINE - APRIL 1, GRANT DEADLINE - NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MUST BE HUMANITARIAN OR FOR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYSGIRLS CLUB BERLIN | ||||||
| BERLIN | BERLIN | WI | 54923 | NONE | EDUCATION | $1,500 |
| FEDERATED CHURCH OF GREEN LAKE | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATIONAL | $2,000 |
| GIRL SCOUTS | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATION | $1,950 |
| CAMP GROW | ||||||
| GREEN LAKE | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,000 |
| THRASHER OPERA HOUSE | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATION | $500 |
| ST JOHNS LUTHERAN SCHOOL | ||||||
| PRINCETON | PRINCETON | WI | 54968 | NONE | RELIGIOUS | $1,000 |
| FREE SPIRIT RIDERS | ||||||
| FOND DU LAC | FOND DU LAC | WI | 54935 | NONE | EDUCATION | $1,000 |
| CALVARY LUTHERAN CHURCH | ||||||
| PRINCETON | PRINCTON | WI | 54968 | NONE | RELIGIOUS | $1,200 |
| RIPON CHAMER OF COMMERCE | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $800 |
| ELIZA MORRIS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| VINCE STENSRUD | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| JORDAN ZACHARIUS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| BRAVE COMMUNITY LEARNING | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,500 |
| RIPON POLICE DEPARTMENT | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,000 |
| TRANSFORMED | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,000 |
| RIPON COMMUNITY THRIFT ST | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,469 |
| GRACE PRESCHOOL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,360 |
| GRACE LUTHERAN CHURCH YOUTH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $3,000 |
| RIPON SENIOR CENTER ASSOC | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,000 |
| 1ST CONGREGATIONAL CHURCH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,200 |
| RIPON COLLEGE | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $500 |
| MOUNT ZION LUTHERAN CHURCH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $500 |
| SAINT CATHERINE OF SIENA | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $2,000 |
| RIPON SCHOOL DISTRICT | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $26,110 |
| RIPON LIONS CLUB | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,200 |
| EUREKA UNITED METHODIST CHURCH | ||||||
| EUREKA | OMRO | WI | 54963 | NONE | EDUCATION | $1,800 |
| LUMEN CHARTER SCHOOL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,750 |
| RIPON AREA VBS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,500 |
| HILLSIDE ASSEMBLY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $411 |
| GREEN LAKE SCHOOLS | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATION | $1,276 |
| CITY OF PRINCETON | ||||||
| PRINCETON | PRINCETON | WI | 54968 | NONE | EDUCATIONAL | $500 |
| AUBREY SCHOFF | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATIONAL | $4,000 |
| THANKSGIVING COMMUNITY OUTREACH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $750 |
| RIPON COMMUNITY SWIM CLUB | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $495 |
| JAKE MERRILL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| CUB SCOUTS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $500 |
| VOLUNTEER CENTER FOND DU LAC COUNTY | ||||||
| FOND DU LAC | FOND DU LAC | WI | 54935 | NONE | EDUCATION | $1,000 |
| FAITH COMMUNITY CHURCH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $2,000 |
| BIRTHPLACE OF THE REPUBLICAN PARTY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $500 |
| RIPON AREA MINISTERIAL ASSOC | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $500 |
| ALEXANDRA WEGNER | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATIONAL | $4,000 |
| KATIE SPLITGABER | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,771 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,424 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,544 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,425 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,403 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,403 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE FOUNDATION RECEIVES ALL OF ITS INCOME FROM INTEREST, |
| 4 | DIVIDENDS, ROYALTIES, AND CAPITAL GAINS FROM |
| 8 | INVESTMENTS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | ROBERT WEBSTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 RADKE ROAD | AddressLine1Txt |
| City | RIPON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54971 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $59,260 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4000 SHARES TRECORA RESOURCES | NoncashPropertyDesc |
| Fair Market Value | $59,260 | FairMarketValueAmt |
| Received | 2015-01-02 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $164,162 | EOYBookValueAmt |
| EOYFMV | $159,677 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL FEE | $25 | ||
| OFFICE | |||
| ROYALTY INCOME DEDUCTIONS | $1,139 | $1,139 | $1,139 |
| INVESTMENT FEES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $5,544 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,544 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $620 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188 | AdjustedNetIncomeAmt |
Comments