BIERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BIERMAN FAMILY FOUNDATION INC (EIN 39-1673472)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-15
- IRS object ID
- 201611679349100626
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-15T14:24:51-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391132495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDER WARE LLSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028050 | 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 | 391673472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 7155362461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST PO BOX 375 | AddressLine1Txt |
| City | MERRILL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544520375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDRICK BLIESE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7155362461 | PhoneNum |
| Signature | 2016-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY M WIEDENMAN | PreparerPersonNm |
| PTIN | P01435112 | PTIN |
| Phone | 7158454336 | PhoneNum |
| 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 | $37,632,057 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $802,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $802,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,016,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,212,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,819,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,819,145 | 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 |
| Legal Fees Rev And Expnss | $19,527 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,270 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $360,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $357,646 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $411,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,956,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,545,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,137,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,434,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,413 | CashBOYAmt |
| Cash EOY | $69,316 | CashEOYAmt |
| Cash EOYFMV | $69,316 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,010,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,051,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,484,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,398,892 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,910,313 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,643,852 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,006,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,187,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,424,180 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,694 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,292 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,292 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,444,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,228,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,632,057 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $25,000 | 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 | $35,419,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,228,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,419,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,228,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,444,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,228,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,419,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,137,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $34,281,849 | SubtotalAmt |
| Other Decreases | $53,407 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,228,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOOGLE INC CL C, 0.9219 SHARES | P | 2015-03-12 | 2015-05-07 | $491 | $507 | -$16 | -$16 |
| CDK GLOBAL INC, 333.333 SHARES | P | 2012-09-13 | 2015-01-09 | $13,722 | $7,157 | $6,565 | $6,565 |
| CDK GLOBAL INC, 333.333 SHARES | P | 2012-10-09 | 2015-01-09 | $13,722 | $7,293 | $6,429 | $6,429 |
| CDK GLOBAL INC, 333.001 SHARES | P | 2013-01-09 | 2015-01-09 | $13,708 | $7,334 | $6,374 | $6,374 |
| CDK GLOBAL INC, 333.333 SHARES | P | 2012-11-09 | 2015-01-09 | $13,722 | $6,908 | $6,814 | $6,814 |
| CDK GLOBAL INC, 333.333 SHARES | P | 2012-12-13 | 2015-01-09 | $13,722 | $7,146 | $6,576 | $6,576 |
| CDK GLOBAL INC, 666.667 SHARES | P | 2012-08-14 | 2015-01-09 | $27,443 | $14,275 | $13,168 | $13,168 |
| CANADIAN NATL RY CO COM, 2000.0 SHARES | P | 2013-05-13 | 2015-01-09 | $134,246 | $101,634 | $32,612 | $32,612 |
| CANADIAN NATL RY CO COM, 1000.0 SHARES | P | 2013-09-06 | 2015-01-09 | $67,123 | $48,230 | $18,893 | $18,893 |
| GLAXOSMITHKLINE PLC SPONSORED ADR, 1000.0 SHARES | P | 2012-01-09 | 2015-01-09 | $42,964 | $43,706 | -$742 | -$742 |
| GLAXOSMITHKLINE PLC SPONSORED ADR, 1000.0 SHARES | P | 2012-12-13 | 2015-01-09 | $42,964 | $43,810 | -$846 | -$846 |
| GLAXOSMITHKLINE PLC SPONSORED ADR, 1000.0 SHARES | P | 2013-01-09 | 2015-01-09 | $42,964 | $44,330 | -$1,366 | -$1,366 |
| GLAXOSMITHKLINE PLC SPONSORED ADR, 1000.0 SHARES | P | 2013-02-14 | 2015-01-09 | $42,964 | $45,490 | -$2,526 | -$2,526 |
| MARKETAXESS HOLDINGS INC COM, 1000.0 SHARES | P | 2013-07-03 | 2015-01-09 | $72,268 | $48,402 | $23,866 | $23,866 |
| CITY NATIONAL CORP COM, 2500.0 SHARES | P | 2012-08-14 | 2015-02-05 | $221,489 | $126,111 | $95,378 | $95,378 |
| CITY NATIONAL CORP COM, 500.0 SHARES | P | 2012-08-14 | 2015-02-05 | $44,298 | $25,918 | $18,380 | $18,380 |
| CITY NATIONAL CORP COM, 500.0 SHARES | P | 2013-03-21 | 2015-02-05 | $44,298 | $29,705 | $14,593 | $14,593 |
| CITY NATIONAL CORP COM, 1000.0 SHARES | P | 2012-11-09 | 2015-02-05 | $88,596 | $49,088 | $39,508 | $39,508 |
| CITY NATIONAL CORP COM, 500.0 SHARES | P | 2012-12-13 | 2015-02-05 | $44,298 | $24,471 | $19,827 | $19,827 |
| CITY NATIONAL CORP COM, 1000.0 SHARES | P | 2012-10-09 | 2015-02-05 | $88,596 | $51,650 | $36,946 | $36,946 |
| CITY NATIONAL CORP COM, 1500.0 SHARES | P | 2012-09-13 | 2015-02-05 | $132,893 | $80,402 | $52,491 | $52,491 |
| BOULDER BRANDS INC COM, 4000.0 SHARES | P | 2012-12-13 | 2015-03-12 | $38,455 | $49,870 | -$11,415 | -$11,415 |
| BOULDER BRANDS INC COM, 2000.0 SHARES | P | 2013-03-21 | 2015-03-12 | $19,228 | $18,256 | $972 | $972 |
| BOULDER BRANDS INC COM, 4000.0 SHARES | P | 2013-01-09 | 2015-03-12 | $38,455 | $50,520 | -$12,065 | -$12,065 |
| MARKETAXESS HOLDINGS INC COM, 1000.0 SHARES | P | 2013-07-03 | 2015-03-12 | $85,523 | $48,402 | $37,121 | $37,121 |
| CVS HEALTH CORPORATION, 1000.0 SHARES | P | 2013-01-09 | 2015-04-07 | $103,934 | $50,236 | $53,698 | $53,698 |
| CVS HEALTH CORPORATION, 1000.0 SHARES | P | 2013-12-13 | 2015-04-07 | $103,934 | $48,370 | $55,564 | $55,564 |
| PRICER AB-B SHS, 10000.0 SHARES | P | 2013-01-09 | 2015-04-08 | $7,452 | $14,950 | -$7,498 | -$7,498 |
| PRICER AB-B SHS, 30000.0 SHARES | P | 2012-09-14 | 2015-04-08 | $22,356 | $56,997 | -$34,641 | -$34,641 |
| PRICER AB-B SHS, 10000.0 SHARES | P | 2012-10-09 | 2015-04-08 | $7,452 | $17,200 | -$9,748 | -$9,748 |
| MARKETAXESS HOLDINGS INC COM, 1000.0 SHARES | P | 2013-06-13 | 2015-06-17 | $88,703 | $46,078 | $42,625 | $42,625 |
| PERRIGO CO PLC, 1000.0 SHARES | P | 2013-12-18 | 2015-06-17 | $189,207 | $152,205 | $37,002 | $37,002 |
| EMC CORP COM, 5000.0 SHARES | P | 2012-08-14 | 2015-09-16 | $123,865 | $130,800 | -$6,935 | -$6,935 |
| EMC CORP COM, 2000.0 SHARES | P | 2012-10-09 | 2015-09-16 | $49,546 | $53,118 | -$3,572 | -$3,572 |
| EMC CORP COM, 3000.0 SHARES | P | 2012-09-13 | 2015-09-16 | $74,319 | $82,500 | -$8,181 | -$8,181 |
| EMC CORP COM, 2000.0 SHARES | P | 2013-03-21 | 2015-09-16 | $49,546 | $49,260 | $286 | $286 |
| EMC CORP COM, 2000.0 SHARES | P | 2013-07-19 | 2015-09-16 | $49,546 | $51,140 | -$1,594 | -$1,594 |
| EMC CORP COM, 2000.0 SHARES | P | 2012-11-09 | 2015-09-16 | $49,546 | $48,700 | $846 | $846 |
| EMC CORP COM, 2000.0 SHARES | P | 2013-02-14 | 2015-09-16 | $49,546 | $48,540 | $1,006 | $1,006 |
| EMC CORP COM, 2000.0 SHARES | P | 2013-01-09 | 2015-09-16 | $49,546 | $48,073 | $1,473 | $1,473 |
| EMC CORP COM, 1000.0 SHARES | P | 2012-12-13 | 2015-09-16 | $24,773 | $24,640 | $133 | $133 |
| AUTOMATIC DATA PROCESSING INC COM, 1000 SHARES | P | 2012-09-13 | 2015-12-11 | $83,450 | $50,382 | $33,068 | $33,068 |
| AUTOMATIC DATA PROCESSING INC COM, 1000 SHARES | P | 2012-10-09 | 2015-12-11 | $83,450 | $51,336 | $32,114 | $32,114 |
| AUTOMATIC DATA PROCESSING INC COM, 1000 SHARES | P | 2013-01-09 | 2015-12-11 | $83,450 | $51,676 | $31,774 | $31,774 |
| TYCO ELECTRONICS GROUP SA DTD 02/03/12 1.6%, 413000.0 | P | 2013-09-20 | 2015-02-03 | $413,000 | $418,229 | -$5,229 | -$5,229 |
| EBAY INC NT DTD 10/28/10 1.625%, 750000.0 | P | 2012-09-13 | 2015-10-15 | $750,000 | $777,323 | -$27,323 | -$27,323 |
| ABBVIE INC SR NT DTD 08/05/13 1.2%, 137000.0 | P | 2013-09-26 | 2015-11-06 | $137,000 | $138,211 | -$1,211 | -$1,211 |
| ISHARES TRUST CORE MSCI EAFE ETF, 4,635.000 | P | 2015-02-24 | 2015-12-08 | $254,153 | $274,762 | -$20,609 | -$20,609 |
| ABERDEEN EMERGING MARKETS FD INSTL CL, 34,818.942 | P | 2013-06-28 | 2015-08-21 | $416,783 | $500,000 | -$83,217 | -$83,217 |
| AMG YACKTMAN FOCUSED INSTL, 17,475.728 | P | 2012-08-20 | 2015-02-24 | $450,874 | $356,155 | $94,719 | $94,719 |
| AMG YACKTMAN FOCUSED INSTL, 14,587.072 | P | 2012-08-20 | 2015-04-21 | $371,824 | $297,285 | $74,539 | $74,539 |
| APPLE INC, 930.000 | P | 2012-08-20 | 2015-03-03 | $119,842 | $88,256 | $31,586 | $31,586 |
| CHEVRON CORP NEW, 1,780.000 | P | 2012-08-20 | 2015-08-25 | $129,155 | $200,115 | -$70,960 | -$70,960 |
| DIMENSIONAL EMERGINGMKTS VAL PRTF INSTL, 9,025.271 | P | 2012-08-21 | 2015-08-20 | $199,188 | $250,000 | -$50,812 | -$50,812 |
| DIMENSIONAL EMERGINGMKTS VAL PRTF INSTL, 9,028.530 | P | 2012-09-11 | 2015-08-20 | $199,260 | $250,000 | -$50,740 | -$50,740 |
| FIDELITY SMALL CAP DISCOVERY FUND, 6,920.023 | P | 2013-01-28 | 2015-09-29 | $184,695 | $179,090 | $5,605 | $5,605 |
| INVESCO EQUALLY WEIGHTED S&P 500 Y, 4,018.490 | P | 2014-08-05 | 2015-08-20 | $195,861 | $188,065 | $7,796 | $7,796 |
| ISHARES MSCI EAFE ETF, 9,025.000 | P | 2013-05-28 | 2015-02-24 | $587,518 | $560,958 | $26,560 | $26,560 |
| LOOMIS SAYLES INVST GRADE BOND CL Y, 16,025.640 | P | 2012-08-20 | 2015-08-20 | $180,769 | $200,000 | -$19,231 | -$19,231 |
| LOOMIS SAYLES INVST GRADE BOND CL Y, 15,797.788 | P | 2012-09-11 | 2015-08-20 | $178,199 | $200,000 | -$21,801 | -$21,801 |
| TETON WESTWOOD MIGHTY MITES FD CL I, 4,990.579 | P | 2013-03-08 | 2015-12-08 | $114,684 | $102,457 | $12,227 | $12,227 |
| VANGUARD SHORT TERM INVMT GRADE ADMIRAL, 18,518.518 | P | 2012-08-20 | 2015-10-19 | $197,591 | $200,000 | -$2,409 | -$2,409 |
| VANGUARD SHORT TERM INVMT GRADE ADMIRAL, 18,484.288 | P | 2012-08-22 | 2015-10-19 | $197,226 | $200,000 | -$2,774 | -$2,774 |
| VANGUARD SHORT TERM INVMT GRADE ADMIRAL, 485.494 | P | 2013-03-28 | 2015-10-19 | $5,180 | $5,248 | -$68 | -$68 |
| VANGUARD SPECIALIZEDPORTFOLIOS DIV APPRE, 2,110.000 | P | 2012-08-20 | 2015-04-21 | $171,203 | $124,884 | $46,319 | $46,319 |
| VANGUARD 500 INDEX ADMIRAL, 1,031.779 | P | 2012-09-06 | 2015-04-21 | $199,711 | $136,768 | $62,943 | $62,943 |
| VANGUARD 500 INDEX ADMIRAL, 3,696.765 | P | 2012-09-06 | 2015-12-08 | $706,785 | $490,027 | $216,758 | $216,758 |
| FROM WINDSAIL CREDIT K-1 | P | 2014-12-30 | 2015-12-31 | $796 | -$796 | -$796 | |
| CAPITAL GAINS DIVIDENDS | P | $169,826 | $169,826 | $169,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,655 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,217,274 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,125,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055259 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,768,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,118,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $570,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,555,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,999 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.254726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,994 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.237511 | DistributionYr5Rt |
| Total Distribution | 0.640574 | TotalDistributionRt |
| Average Distribution | 0.128115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,379,769 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,917,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,342 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,931,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,545,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,684 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,684 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,684 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,510 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $6,819 | OverpaymentAmt |
| Applied To ES Tax | $6,819 | 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 | JAY WIEDENMAN | IndividualWithBooksNm |
| Phone | 7158454336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUDER WARE LLSC 500 FIRST ST | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| FREDRICK BLIESE | ||||||||
| 4002 RIVERSIDE DR | WAUSAU | WI | 54403 | DIRECTOR, PRESIDENT, TREAS | 4.00 | $0 | $0 | $0 |
| SALLY BAADE | ||||||||
| PO BOX 351 | MERRILL | WI | 54452 | DIRECTOR, VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| JAMES HARRINGTON | ||||||||
| C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 | DIRECTOR, SECRETARY | 4.00 | $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 | $37,229,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,734,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,964,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,964,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,379,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,918,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,918,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,684 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,684 | TotalTaxAmt |
| Distributable Before Adj | $1,890,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,890,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,890,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,545,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,545,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,545,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,890,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $154,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,545,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,890,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $654,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $809,661 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $809,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $154,965 | ExcessFromYear1Amt |
| Excess From Current Year | $654,696 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDRICK BLIESE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST | AddressLine1Txt |
| City | MERRILL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7155362461 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S PRINCIPAL PURPOSE IS TO SUPPORT CHARIATABLE ORGANIZATIONS AND CAUSES IN THE MERRILL, WISCONSIN AND SURROUNDING AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BELL TOWER | |||||
| 1500 O DAY ST | MERRILL | WI | 54452 | TO SUPPORT ORGANIZATION'S PROGRAMS FOR SENIORS. | $10,000 |
| CITY OF MERRILL | |||||
| 1004 E 1ST ST | MERRILL | WI | 54452 | TO BEGIN CONSTRUCTION OF AQUATIC CENTER. | $2,450,000 |
| HAVENINC | |||||
| PO BOX 32 | MERRILL | WI | 54452 | TO SUPPORT THE ORGANIZATION'S MISSION OF STOPPING DOMESTIC VIOLENCE. | $50,000 |
| FRIENDS OF MERRILL CITY BAND | |||||
| W2346 AXEN ROAD | GLEASON | WI | 54435 | TO SUPPORT MERRILL CITY BAND. | $10,000 |
| MERRILL PUBLIC SCHOOLS | |||||
| 1111 N SALES ST | MERRILL | WI | 54452 | TO SUPPORT STUDENT / ATHLETE PROGRAMS. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,545,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $802,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,016,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,819,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,819,145 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY SERVICES - FIXED INCOME | $4,815,400 | $4,743,709 |
| FIDELITY - MUTUAL BOND FUNDS | $4,094,913 | $3,900,143 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY SERVICES - EQUITIES | $10,594,080 | $13,071,636 |
| FIDELITY - STOCKS | $3,916,179 | $4,764,673 |
| FIDELITY - MUTUAL STOCK FUNDS | $5,541,084 | $5,648,108 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDUCIARY SERVICES - CASH | AT COST | $1,079,228 | $1,079,228 |
| FIDUCIARY SERVICES - PRIVATE EQUITY | AT COST | $283,202 | $282,586 |
| FIDELITY - CASH | AT COST | $326,390 | $326,390 |
| FIDELITY - ETFS | AT COST | $3,498,358 | $3,735,976 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUDER WARE | CategoryTxt |
| Legal Fees | $19,527 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE, NET OF FOREIGN TAXES | Desc |
| BOY Book Value | $9,694 | BOYBookValueAmt |
| EOY Book Value | $10,292 | EOYBookValueAmt |
| EOYFMV | $10,292 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL EXCISE TAXES - BOOK | $52,500 |
| EXPENSES DEDUCTED FOR BOOK AND NOT FOR TAX | $907 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECTORS' INSURANCE | $2,570 | $0 | $0 |
| POST OFFICE BOX | $140 | $0 | $0 |
| MISC INVESTMENT FEES - FIDELITY | $114 | $114 | $0 |
| MISC INVESTMENT FEES - FIDUCIARY SERVICES | $320 | $320 | $0 |
| INVESTMENT ADVISER FEES - FIDELITY | $192,180 | $192,180 | $0 |
| INVESTMENT ADVISER FEES - FIDUCIARY SERVICES | $158,583 | $158,583 | $0 |
| INVESTMENT EXPENSES - WINDSAIL CREDIT FUND LP | $6,449 | $6,449 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECOGNIZED FOR BOOKS AND NOT FOR TAX | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN - FIDELITY | $7,733 | $7,733 | $0 |
| FOREIGN - FIDUCIARY SERVICES | $19,537 | $19,537 | $0 |
Comments