WICKER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WICKER FAMILY FOUNDATION (EIN 41-1990788)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-17
IRS object ID
201503219349100305
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-17T08:37:22-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN416192096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOYUM & BARENSCHEER PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13050 METRO DR STE 200AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554251547ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411990788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WICKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWICKBusinessNameControlTxt
Phone6512336383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1Txt
CityGRANTCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WICKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6512336383PhoneNum
Signature2015-11-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID POTTSPreparerPersonNm
PTINP00593324PTIN
Phone9528544244PhoneNum
Preparation2015-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$300,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$487AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$488AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,000ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$300,000OtherInvestmentsBOYAmt
Other Investments EOY$300,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$300,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$300,000TotalAssetsBOYAmt
Total Assets EOY$300,000TotalAssetsEOYAmt
Total Assets EOYFMV$300,000TotalAssetsEOYFMVAmt
Accounts Payable BOY$823AccountsPayableBOYAmt
Accounts Payable EOY$1,823AccountsPayableEOYAmt
Total Liabilities BOY$823TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,823TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$299,177UnrestrictedBOYAmt
Unrestricted EOY$298,177UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$299,177TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$298,177TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$300,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$300,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,177TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,000ExcessRevenueOverExpensesAmt
Subtotal$298,177SubtotalAmt
Tot Net Ast Or Fund Balances EOY$298,177TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,622AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$311,144NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059850DistributionYr1Rt
Adjusted Qlfy Distri Yr2$67,962AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$374,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.181444DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,181AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$217,155NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.290949DistributionYr3Rt
Adjusted Qlfy Distri Yr4$132,323AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$619,081NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.213741DistributionYr4Rt
Adjusted Qlfy Distri Yr5$128,388AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$967,614NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.132685DistributionYr5Rt
Total Distribution0.878669TotalDistributionRt
Average Distribution0.175734AverageDistributionRt
Net Vl Noncharitable Assets$295,500NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,929AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$51,929AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID P WICKERIndividualWithBooksNm
Phone6512336383PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1Txt
CityGRANTCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID P WICKER
9255 IVY AVENUE NORTHGRANTMN55082PRESIDENT5.00$0$0$0
MARY B WICKER
9255 IVY AVENUE NORTHGRANTMN55082DIRECTOR1.00$0$0$0
MARK W GREINER
900 SECOND AVE SOUTH 1100MINNEAPOLISMN55402ASST SECRETA1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS ESTABLISHED TO MEET THE NEEDS OF SELECTED LOCAL NON-PROFITS.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$300,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$300,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$300,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$295,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,775MinimumInvestmentReturnAmt
Distributable Before Adj$14,775DistributableBeforeAdjAmt
Distributable Before Ded$14,775DistributableBeforeDedAmt
Distributable As Adjusted$14,775DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500ExpensesAndContributionsAmt
Qualifying Distributions$500QualifyingDistributionsAmt
Adjusted Qualifying Distri$500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,775DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$128,388ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,323ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,498ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,234ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$375,508TotalExcessDistributionCyovAmt
Qualifying Distributions$500QualifyingDistributionsAmt
Applied To Current Year$500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,275ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,275ExcessDistributionCyovAppCYAmt
Total Corpus$361,233TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$114,113ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$247,120ExcessDistriCyovToNextYrAmt
Excess From Year4$132,323ExcessFromYear4Amt
Excess From Year3$62,498ExcessFromYear3Amt
Excess From Year2$49,234ExcessFromYear2Amt
Excess From Year1$3,065ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID WICKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1Txt
CityGRANTCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6512336383RecipientPhoneNum
Submission DeadlinesNO DEADLINES DEFINED.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS DEFINED.RestrictionsOnAwardsTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$975Amt
Net Investment Income$487NetInvestmentIncomeAmt
Disbursements Charitable Prps$488DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPRIVATE EQUITY, 10,000 SHARESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$300,000BookValueAmt
EOYFMV$300,000EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMN ANNUAL REPORTCategoryTxt
Amt$25Amt
Net Investment Income$13NetInvestmentIncomeAmt
Disbursements Charitable Prps$12DisbursementsCharitablePrpsAmt

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