LEOLA CULVER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEOLA CULVER FAMILY FOUNDATION INC (EIN 39-2042416)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-27
- IRS object ID
- 201602099349100305
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-27T09:43:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7398 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | 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 | 392042416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Craig and Leola Culver Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 6086437980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 Water Street | AddressLine1Txt |
| City | Prairie Du Sac | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535781091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEOLA CULVER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6086437980 | PhoneNum |
| Signature | 2016-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell L Wolff CPA Partner | PreparerPersonNm |
| PTIN | P00089483 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2016-06-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $439,478 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $499,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $210,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $360,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,763 | 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 |
| Accounting Fees Rev And Expnss | $2,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $255,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $375,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $392,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $439,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $439,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $392,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $439,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $439,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $439,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $255,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,376 | OtherIncreasesAmt |
| Subtotal | $654,309 | SubtotalAmt |
| Other Decreases | $214,831 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $439,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES-LT | PropertyDesc |
| Gross Sales Price | $499,762 | GrossSalesPriceAmt |
| Cost Or Other Basis | $289,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $210,311 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $210,311 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,311 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $360,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $148,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.434842 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.720911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,020 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 21.657428 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $147,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.825341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $213,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $71,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.995850 | DistributionYr5Rt |
| Total Distribution | 30.634372 | TotalDistributionRt |
| Average Distribution | 6.126874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $331,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,028,332 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,084 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,030,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,685 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,385 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,216 | OverpaymentAmt |
| Applied To ES Tax | $4,216 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | LEA CULVER | IndividualWithBooksNm |
| Phone | 6086437980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 WATER STREET | AddressLine1Txt |
| City | PRAIRIE DU SAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535781091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEOLA R CULVER | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | DIRECTOR, PRESIDENT, TREAS | 0.10 | $0 | $0 | $0 |
| CRAIG C CULVER | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | DIRECTOR, VP, SECRETARY | 0.10 | $0 | $0 | $0 |
| BRITTANY L CULVER | ||||||||
| 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | DIRECTOR | 0.10 | $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 | $20,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $336,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $336,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $331,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,169 | TotalTaxAmt |
| Distributable Before Adj | $12,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,133 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,746 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $355,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $933,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,616 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,019,012 | 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 | $210,133 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $808,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,746 | ExcessFromYear4Amt |
| Excess From Year3 | $194,899 | ExcessFromYear3Amt |
| Excess From Year2 | $27,921 | ExcessFromYear2Amt |
| Excess From Year1 | $355,697 | ExcessFromYear1Amt |
| Excess From Current Year | $85,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEOLA R CULVER | ContributingManagerNm |
| Contributing Manager | CRAIG C CULVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 4860 Sheboygan Avenue | Madison | WI | 53705 | Not Applicable | PC | Healthcare support | $1,000 |
| American Heart Association | |||||||
| 2850 Dairy Drive 300 | Madison | WI | 53718 | Not Applicable | PC | Healthcare Support | $1,000 |
| Gio's Garden Inc | |||||||
| 2028 Parmenter Street | Middleton | WI | 53562 | Not Applicable | PC | Respite and Disability Care Support | $5,000 |
| Goodman Community Center | |||||||
| 149 Waubesa Street | Madison | WI | 53704 | Not Applicable | PC | Community Support | $50,000 |
| Portage Library Foundation Inc | |||||||
| PO Box 858 | Portage | WI | 53901 | Not Applicable | PC | Construction and Renovation Support | $1,000 |
| Restoring Hope Transplant House Inc | |||||||
| 7457 Terrace Avenue | Middleton | WI | 53562 | Not Applicable | PC | Healthcare Support | $10,000 |
| River Arts Inc | |||||||
| 590 Water Street | Prairie du Sac | WI | 53578 | Not Applicable | PC | Arts Support | $2,500 |
| Ruth Culver Community library | |||||||
| 540 Water Street | Prairie du Sac | WI | 53578 | Not Applicable | PC | Educational Support | $2,500 |
| Sauk Prairie Memorial Hospital Foundation Ltd | |||||||
| 80 First Street | Prairie du Sac | WI | 53578 | Not Applicable | PC | Healthcare Support | $10,000 |
| Schools for Haiti Inc | |||||||
| 301 Wyota Street | Cassville | WI | 53806 | Not Applicable | PC | Educational Support | $5,000 |
| St John's Lutheran Church | |||||||
| 100 Oak Street | Prairie du Sac | WI | 53578 | Not Applicable | PC | Religious Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $210,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,763 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CRAIG CULVER | ||||||
| 1 | 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | $75,000 | Yes (X) |
| LEOLA CULVER | ||||||
| 2 | 1240 WATER STREET | PRAIRIE DU SAC | WI | 53578 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY VIRCHOW KRAUSE, LLP-FORM 990PF PREPARATION | CategoryTxt |
| Amt | $2,295 | Amt |
| Net Investment Income | $2,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Difference between cost basis and market value on donated securities sold | Desc |
| Amt | $214,831 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Baird - fees | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized Loss on publicly traded investments | Desc |
| Amt | $6,376 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPARTMENT OF TREASURY - 2014 FORM 990PF EXCISE TAX EXTENSION PAYMENT | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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