LEON H AND CLYMENE M BOND FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEON H AND CLYMENE M BOND FOUNDATION INC (EIN 39-1762087)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-10-06
- IRS object ID
- 202532799349100023
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T13:15:14-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | 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 FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9206042520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 MIRAMAR DRIVE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HANNA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9206042520 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2025-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,345,833 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,384 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,733,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,728,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,733,532 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,867,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,862,118 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,097 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,098 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,411 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,706 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,705 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,057 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,056 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $59 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,345,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,755,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,773 | CashBOYAmt |
| Cash EOY | $20,002 | CashEOYAmt |
| Cash EOYFMV | $20,002 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,048 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $234,516 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $59,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $59,925 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,588,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,160,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,229,278 | 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 | $2,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,706 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $7,494 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,380 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,380 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,908,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,276,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,345,833 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $688 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $688 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,956 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,878 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,566 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,339,245 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,339,245 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,433,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$87,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,905,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,251,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,908,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,276,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,905,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,345,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,251,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,251,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,703,604 | $1,995,454 | $1,708,150 | $1,708,150 |
| CAPITAL GAINS DIVIDENDS | P | $25,382 | $25,382 | $25,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,733,532 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,614 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,614 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,088 | EsPenaltyAmt |
| Tax Due | $22,875 | 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 | HTTPS://BONDFOUNDATION.NET/ | WebsiteAddressTxt |
| Individual With Books | JENNIFER HANNA | IndividualWithBooksNm |
| Phone | 9206042520 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 MIRAMAR DRIVE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER HANNA | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $79,915 | $15,983 | $0 |
| MARY MCMONAGLE | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | PRESIDENT/TREASURER | 15.00 | $40,280 | $0 | $0 |
| JOHN BOSTEDT | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | VICE-PRESIDENT | 1.00 | $2,500 | $0 | $0 |
| RONALD DELAIN | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| BETH LARSON | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MONICA WAGNER | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| GARY ZIEGELBAUER | ||||||||
| 158 MIRAMAR DRIVE | GREEN BAY | WI | 54301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,189,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,285,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,285,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,175,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,401 | TotalTaxAmt |
| Distributable Before Adj | $334,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $334,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $334,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,231 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $334,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $334,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,844 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $366,448 | 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 | $70,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,960 | ExcessFromYear4Amt |
| Excess From Year3 | $9,788 | ExcessFromYear3Amt |
| Excess From Year2 | $41,698 | ExcessFromYear2Amt |
| Excess From Year1 | $161,924 | ExcessFromYear1Amt |
| Excess From Current Year | $54,844 | ExcessFromCurrentYearAmt |
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 | 158 MIRAMAR DRIVE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9206042520 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUDIO AND BRAILLE LITERACY ENHANCEMENT | ||||||
| 803 W WELLS STREET | MILWAUKEE | WI | 53233 | PC | AUDIO BOOK PROGRAM | $1,000 |
| BELLIN HEALTH FOUNDATION INC | ||||||
| 744 S WEBSTER AVENUE | OCONTO | WI | 54313 | PC | PLAYGROUND EQUIPMENT AND EVENTS AT BOND CENTER | $30,000 |
| CITY OF OCONTO | ||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | GOV | COPPERFEST 2025 SPONSORSHIP AND HARVEST FEST CHILDREN'S ACTIVITIES | $2,500 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN | ||||||
| 11709 W CLEVELAND AVENUE 2 | WEST ALLIS | WI | 53227 | PC | OCONTO COUNTY EVENTS | $2,800 |
| ENCOMPASS EARLY EDUCATION & CARE INC | ||||||
| PO BOX 1627 | GREEN BAY | WI | 54305 | PC | DAYCARE TUITION ASSISTANCE OCONTO COUNTY | $25,000 |
| EXCEPTIONAL EQUESTRIANS | ||||||
| 1130 ORLANDO DRIVE | DE PERE | WI | 54115 | PC | HIPPOTHERAPY | $5,000 |
| FOUNDATIONS HEALTH & WHOLENESS | ||||||
| 1061 W MADISON STREET | GREEN BAY | WI | 54303 | PC | RAYS PROGRAM ONCONTO COUNTY, DUDES & TACOS PROGRAM | $81,000 |
| LIVE LIKE AVA INC | ||||||
| 5418 OAK ORCHARD ROAD | ABRAMS | WI | 54101 | PC | MEMORIAL FUNDRAISER SPONSORSHIP | $1,000 |
| MY BROTHER'S KEEPER | ||||||
| 1463 MAIN STREET | OCONTO | WI | 54302 | PC | ONCONTO COUNTY CLIENT FEES | $5,000 |
| NURSE'S NOOK OF OCONTO COUNTY | ||||||
| PO BOX 26 | OCONTO FALLS | WI | 54154 | PC | WEEKEND FOOD PROGRAM | $50,000 |
| OCONTO COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 272 917 PARK AVENUE | OCONTO | WI | 54153 | PC | WEBSITE | $1,500 |
| OCONTO COUNTY SCHOOL SUPPLY DRIVE INC | ||||||
| 215 MAIN STREET | OCONTO | WI | 54153 | PC | SCHOOL SUPPLIES | $1,500 |
| OCONTO GIRLS SOFTBALL ASSOCIATION | ||||||
| 339 BALDWIN STREET | OCONTO | WI | 54153 | PC | FIELD RENOVATIONS ARE HOLTWOOD PARK, EQUIPMENT | $51,500 |
| OCONTO HIGH SCHOOL | ||||||
| 1717 SUPERIOR AVENUE | OCONTO | WI | 54153 | GOV | MEMORIES MATTER SPONSORSHIP, LAY-IUPS FOR LANDEN SPONSORSHIP, AFTERLOW 2025 | $1,900 |
| OCONTO POLICE DEPARTMENT | ||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | GOV | NATIONAL NIGHT OUT 2024, SHOP WITH A COP SPONSORSHIP | $2,700 |
| OCONTO PRESCHOOL CENTER | ||||||
| PO BOX 401 | OCONTO | WI | 54153 | PC | AGRICULTURAL BASED ACTIVITIES | $1,500 |
| OCONTO UNIFIED SCHOOL DISTRICT | ||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | GOV | VISION AND HEARING EQUIPMENT, MENTAL HEALTH AWARENESS GAME SPONSOR, 2025 SCHOLARSHIP PAYMENTS | $19,130 |
| OCONTO WRESTLING CLUB | ||||||
| 548 MAIN STREET | OCONTO | WI | 54153 | PC | MATS AT OCONTO HIGH SCHOOL | $10,000 |
| SAFE KIDS - OCONTO COUNTY | ||||||
| 501 PARK AVENUE | OCONTO | WI | 54153 | GOV | YOUTH ATV HELMETS | $2,500 |
| ST VINCENT DE PAUL | ||||||
| 716 MADISON STREET | OCONTO | WI | 54153 | PC | HOUSING ASSISTANCE IN OCONTO COUNTY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,530 | 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 | $6,384 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,733,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,862,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,862,118 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY J ZIEGELBAUER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 N OCEAN DR 9-H | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON WORLDWIDE GROWTH CL I | $83,234 | $79,130 |
| EATON VANCE ATLANTA CAP SMID CAP CL I | $100,000 | $100,050 |
| EATON VANCE EMERGING & FRONTIER COUNTRIES EQUITY CL I | $120,749 | $132,804 |
| FEDERATED HERMES MDT MID CAP GROWTH INSTL CL | $200,000 | $214,892 |
| FEDERATED HERMES MDT MID ALL CAP CORE INSTL CL | $250,000 | $257,620 |
| GOLDMAN SACHS GQG PARTNERS INTL OPPTYS INVESTOR CL | $69,585 | $78,462 |
| INVESCO SMALL CAP VALUE CL Y | $125,000 | $118,642 |
| JPMORGAN EQUITY PREMIUM INCOME CL I | $197,397 | $193,127 |
| JOHN HANCOCK DISCIPLINED VAL MID CAP CL I | $200,000 | $201,688 |
| JP MORGAN DEVELOPED INTL VALUE CL I | $400,000 | $417,475 |
| LORD ABBET GLOBAL EQUITY CL I | $100,000 | $107,683 |
| LORD ABBET SHORT DURATION HIGH YIELD CL I | $175,000 | $177,763 |
| MFS MID CAP VALUE CL I | $200,000 | $196,710 |
| MFS INTL EQUITY CL I | $194,128 | $213,795 |
| PUTNAM LARGE CAP VALUE CL Y | $175,636 | $174,176 |
| EATON CORP PLC | $72,640 | $80,050 |
| CHUBB LTD | $26,456 | $59,440 |
| ADOBE INC | $86,121 | $72,641 |
| ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $37,976 | $22,768 |
| ALPHABET INC CL A | $36,448 | $103,044 |
| AMAZON.COM INC | $80,743 | $102,505 |
| AMERICAN EXPRESS CO | $52,855 | $73,513 |
| AMERICAN TOWER CORP NEW | $22,107 | $46,364 |
| AMGEN INC | $50,114 | $86,454 |
| APPLE INC | $14,387 | $105,446 |
| ASTRAZENECA PLC SPONSORED ADR | $18,429 | $50,981 |
| AUTOMATIC DATA PROCESSING INC | $24,638 | $83,336 |
| BERKSHIRE HATHAWAY INC CL B NEW | $48,058 | $125,990 |
| BROADCOM INC | $19,692 | $193,656 |
| CME GROUP INC CL A | $21,621 | $52,020 |
| CARRIER GLOBAL CORP | $11,907 | $40,655 |
| CISCO SYSTEMS INC | $18,802 | $34,294 |
| CITIGROUP INC NEW | $54,818 | $60,256 |
| COCA-COLA COMPANY | $20,610 | $36,050 |
| CONSTELLATION ENERGY CORP | $72,570 | $88,783 |
| COSTCO WHOLESALE CORP | $20,891 | $145,625 |
| DANAHER CORP | $20,649 | $57,350 |
| DIGITAL REALTY TRUST INC | $18,002 | $35,162 |
| ECOLAB INC | $17,773 | $39,843 |
| EXXON MOBIL CORP | $56,299 | $51,559 |
| META PLATFORMS INC CL A | $75,282 | $102,951 |
| HOME DEPOT INC | $38,987 | $110,487 |
| HONEYWELL INTL INC | $42,912 | $90,668 |
| JPMORGAN CHASE & CO | $11,335 | $52,272 |
| JOHNSON & JOHNSON | $38,545 | $54,323 |
| LOCKHEED MARTIN CORP | $39,273 | $72,357 |
| LOWES COMPANIES INC | $40,985 | $112,865 |
| MASTERCARD INC CL A | $15,504 | $32,208 |
| MCDONALDS CORP | $41,393 | $102,001 |
| MICROSOFT CORP | $21,285 | $161,126 |
| NEXTERA ENERGY INC | $46,432 | $77,704 |
| OTIS WORLDWIDE CORP | $16,625 | $27,175 |
| PEPSICO INC | $51,802 | $65,725 |
| PROLOGIS INC | $29,750 | $52,888 |
| RTX CORP | $57,351 | $136,480 |
| SHERWIN WILLIAMS CO | $20,606 | $52,745 |
| UNION PACIFIC CORP | $45,877 | $90,437 |
| VISA INC CL A | $30,877 | $113,209 |
| VISTRA CORP | $72,830 | $88,635 |
| WALMART INC | $29,031 | $98,720 |
| AVANTIS U S SMALL CAP VALUE ETF | $92,350 | $88,130 |
| COLUMBIA RESEARCH ENHANCED CORE ETF | $138,880 | $139,600 |
| JP MORGAN ACTIVE VALUE ETF | $97,922 | $94,425 |
| JP MORGAN ULTRA SHORT INOCME ETF | $98,407 | $98,709 |
| JP MORGAN NASDAQ EQUITY PREM INCOME ETF | $175,067 | $171,047 |
| JP MORGAN ACTIVE GROWTH ETF | $180,031 | $182,463 |
| VANGUARD S&P 500 INDEX ETF | $95,750 | $248,126 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $59,877 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $59,925 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCULPTURE/PICTURES | $7,380 | $7,380 | $7,380 |
| PREPAID EXCISE TAX | $114 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,809 | $0 | $0 | $2,809 |
| COMPUTER/SOFTWARE | $1,412 | $0 | $0 | $1,412 |
| CELLULAR PHONE | $1,108 | $0 | $0 | $1,108 |
| MISCELLANEOUS | $1,304 | $0 | $0 | $1,304 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FICA PAYABLE | $936 | $959 |
| FEDERAL TAX WITHHELD | $722 | $738 |
| STATE TAX WITHHELD | $298 | $306 |
| EXCISE TAX PAYABLE | $0 | $22,875 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,638 | Amt |
| Net Investment Income | $24,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FICA TAXES | $6,113 | $3,057 | $0 | $3,056 |
| EXCISE TAX EXPENSED | $25,489 | $0 | $0 | $0 |
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