2016-07-07T10:20:19-05:00 2016-03-31 390912608 HAWKINS ASH CPAS LLP 626 SOUTH 8TH STREET MEDFORD WI 54451 990EZ 2015-04-01 391429793 UNITED WAY OF TAYLOR COUNTY INC UNIT 7157483000 PO BOX 85 MEDFORD WI 54451 LON RUNDQUIST PRESIDENT 7157483000 2016-06-21 1 CURTIS J BACH CPA P01227805 7157482856 2015 2016-09-27 15:27:22Z X N/A X X 125796 X 93302 2494 30000 30778 -778 95018 87528 6262 690 13156 107636 -12618 79641 -3140 63883 X 18612 34916 61029 28967 79641 63883 0 0 79641 63883 X COORDINATE DONATIONS FOR AREA ORGANIZATIONS. RAISE MONEY FOR INDIVIDUAL ORGANIZATIONS LISTED ON PART 1, LINE 10 87528 87528 87528 LON RUNDQUIST PRESIDENT 0.50 0 0 0 ANGELA HUPF PRESIDENT ELECT 0.50 0 0 0 STACIE TANATA TREASURER-SECRETARY 8.00 0 0 0 BRYCE KELLEY DIRECTOR 0.50 0 0 0 MARK DRIEDRIC DIRECTOR 0.50 0 0 0 JOAN STELIGA DIRECTOR 0.50 0 0 0 JEN MARCOTT-BONG DIRECTOR 0.50 0 0 0 TAMI FUCHS DIRECTOR 0.50 0 0 0 KRIS BRANDNER DIRECTOR 0.50 0 0 0 HARRY SWEDA DIRECTOR 0.50 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WI STACIE TANATA SEC-TREAS 609 WILLIAMS CT MEDFORD WI 54451 7157480816 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 91637 110196 76827 94106 93302 466068 91637 110196 76827 94106 93302 466068 145312 320756 2497 3961 4058 2353 -1424 11445 477513 0.67170 0.68110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 148. DESCRIPTION: DIVIDENDS. AMOUNT: 2,346. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,494. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: GIRL SCOUTS OF NW GREAT LAKES. GRANTEE ADDRESS: 3511 CAMP PHILLIPS RD SCHOFIELD, WI 54476. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: GILMAN SUMMER RECREATION PROGRAM. GRANTEE ADDRESS: PO BOX 157 GILMAN, WI 54433. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR LOCAL FOOD PANTRY. GRANTEE NAME: INDIANHEAD - TAYLOR COUNTY FOOD PANTRY. GRANTEE ADDRESS: 624 E COLLEGE STREET MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PARENT AND FAMILY EDUCATION. GRANTEE NAME: PARENT RESOURCE CENTER OF TAYLOR COUNTY. GRANTEE ADDRESS: 634 E COLLEGE STREET MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FOOD, SHELTER, CLOTHING. GRANTEE NAME: SALVATION ARMY OF MEDFORD. GRANTEE ADDRESS: 11315 W WATERTOWN PLANE RD WAUWATOSA, WI 53226. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 14,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTH & SHELTER. GRANTEE NAME: STEPPING STONES, INC.. GRANTEE ADDRESS: PO BOX 224 MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FOOD DELIVERY. GRANTEE NAME: TAYLOR COUNTY COMMISSION ON AGING. GRANTEE ADDRESS: 845B EAST BROADWAY AVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 7,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: SAMOSET COUNCIL, INC BOY SCOUTS OF AMERICA. GRANTEE ADDRESS: 3511 CAMP PHILLIPS RD WESTON, WI 54476. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTH & TRANSPORTATION. GRANTEE NAME: BLACK RIVER INDUSTRIES. GRANTEE ADDRESS: 650 JENSEN DRIVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: RESTORATIVE JUSTICE OF TAYLOR COUNTY. GRANTEE ADDRESS: 224 SOUTH 2ND STREET MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR HOSPICE & PALLIATIVE CARE - EDUCATION. GRANTEE NAME: HOPE HOSPICE & PALLIATIVE CARE. GRANTEE ADDRESS: 537 W BROADWAY AVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PUBLIC LIBRARY - EDUCATION. GRANTEE NAME: JEAN M THOMSEN MEMORIAL LIBRARY. GRANTEE ADDRESS: 105 N GERSHWIN ST STETSONVILLE, WI 54480. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: SAND BOX DAY CARE, INC.. GRANTEE ADDRESS: 664 W CEDAR ST MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PUBLIC LIBRARY - EDUCATION. GRANTEE NAME: WESTBORO PUBLIC LIBRARY. GRANTEE ADDRESS: N8855 SECOND ST WESTBORO, WI 54490. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION- ENCOURAGE FINANCIAL STABILITY. GRANTEE NAME: NEIGHBOR-TO-NEIGHBOR OF TAYLOR COUNTY. GRANTEE ADDRESS: PO BOX 203 MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OTHER UNITED WAY DESIGNATIONS. GRANTEE NAME: UNITED WAY OF THE GREATER CHIPPEWA VALLEY. GRANTEE ADDRESS: 3603 NORTH HASTINGS WAY, SUITE 200 EAU CLAIRE, WI 54703. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 175. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OTHER UNITED WAY DESIGNATIONS. GRANTEE NAME: CLARK COUNTY UNITED WAY. GRANTEE ADDRESS: PO BOX 255 OWEN, WI 54460. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,210. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OTHER UNITED WAY DESIGNATIONS. GRANTEE NAME: MERRILL AREA UNITED WAY. GRANTEE ADDRESS: 503 S CENTER AVE SUITE 5 MERRILL, WI 54452. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 44. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OTHER UNITED WAY DESIGNATIONS. GRANTEE NAME: MARATHON COUNTY UNITED WAY. GRANTEE ADDRESS: 705 SOUTH 24TH AVE #400B WAUSAU, WI 54401. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 564. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: OTHER UNITED WAY DESIGNATIONS. GRANTEE NAME: MARSHFIELD AREA UNITED WAY. GRANTEE ADDRESS: 156 SOUTH CENTRAL AVE MARSHFIELD, WI 54449. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 44. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CHILDCARING. GRANTEE ADDRESS: 1500 MERRILL AVE SUITE 201 MERRILL, WI 54452. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PUBLIC LIBRARY - EDUCATION. GRANTEE NAME: FRANCES L. SIMEK MEMORIAL LIBRARY - MEDFORD. GRANTEE ADDRESS: 400 NORTH MAIN ST MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: TAYLOR COUNTY LITERACY COUNCIL. GRANTEE ADDRESS: 624 E COLLEGE STREET, ROOM 112 MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PUBLIC LIBRARY - EDUCATION. GRANTEE NAME: WESTERN TAYLOR COUNTY PUBLIC LIBRARY. GRANTEE ADDRESS: 380 EAST MAIN STREET GILMAN, WI 54433. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CHIPPEWA VALLEY - BOY SCOUTS (GILMAN). GRANTEE ADDRESS: 710 S HASTINGS WAY EAU CLAIRE, WI 54701. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SENIOR LIVING. GRANTEE NAME: THE LITTLE STORE. GRANTEE ADDRESS: 222 S MAIN ST MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FUNDS FOR PUBLIC LIBRARY - EDUCATION. GRANTEE NAME: RIB LAKE PUBLIC LIBRARY. GRANTEE ADDRESS: 655 PEARL ST RIB LAKE, WI 54470. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/14/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FOOD PANTRY. GRANTEE NAME: CANS FOR A CAUSE- TAYLOR COUNTY. GRANTEE ADDRESS: UNKNOWN MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: NON-PERISHABLE FOOD FOR LOCAL FOOD PANTRIES. DATE OF GIFT: 08/10/15. AMOUNT GIVEN: 491. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 87,528. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CAMPAIGN KICKOFF (FUNDRAISING EXPENSE). AMOUNT: 6,769. DESCRIPTION: INSURANCE. AMOUNT: 650. DESCRIPTION: MEMBERSHIP & DUES. AMOUNT: 1,554. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 89. DESCRIPTION: TELEPHONE. AMOUNT: 213. DESCRIPTION: DEPRECIATION AND AMORTIZATION. AMOUNT: 491. DESCRIPTION: CASINO NIGHT EXPENSES (FUNDRAISING EXPENSE). AMOUNT: 2,784. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 606. TOTAL TO FORM 990-EZ, LINE 16: 13,156. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED APPRECIATION (DEPRECIATION) IN FAIR VALUE OF INVESTMENTS. AMOUNT: -3,140. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENTS - MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 60,538. END OF YEAR AMOUNT: 28,967. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 491. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.