CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC (EIN 39-1936484)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-09-14
IRS object ID
201512579349100106
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)
Return2015-09-14T11:46:36-05:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463013968PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLTON WILLIAMS LIST & REAMY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11575 INDIAN RIVER BLVD SUITE C240AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391936484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYN M & LEARY E PETERSON FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone6083266496PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 EAST HAYDN STREETAddressLine1Txt
CityPRAIRIE DU CHIENCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53821ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS F PETERSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6083266496PhoneNum
Signature2015-08-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFred Nelson CPAPreparerPersonNm
PTINP01278790PTIN
Phone7722311440PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$362,147FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,325DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,054NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,004GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,054CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,379TotalRevAndExpnssAmt
Total Net Invst Incm$15,379TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$205LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$205LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,490AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,490AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$70TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,765TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,386ExcessRevenueOverExpensesAmt
Net Investment Income$10,379NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,646SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$735SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$735SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$249,317CorporateStockBOYAmt
Corporate Stock EOY$245,367CorporateStockEOYAmt
Corporate Stock EOYFMV$361,412CorporateStockEOYFMVAmt
Total Assets BOY$257,963TotalAssetsBOYAmt
Total Assets EOY$246,102TotalAssetsEOYAmt
Total Assets EOYFMV$362,147TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,476AccountsPayableBOYAmt
Total Liabilities BOY$5,476TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$252,487CapitalStockBOYAmt
Capital Stock EOY$246,102CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$252,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$257,963TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$246,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$252,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,386ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$246,102SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$246,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$7,004GrossSalesPriceAmt
Cost Or Other Basis$3,950CostOrOtherBasisAmt
Gain Or Loss$3,054GainOrLossAmt
Gains Minus Excess Or Losses$3,054GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,054CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,013AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$356,255NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058983DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,413AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$295,009NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048856DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,254AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$301,531NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037323DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,322AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$299,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044519DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,019AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$272,819NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.025728DistributionYr5Rt
Total Distribution0.215409TotalDistributionRt
Average Distribution0.043082AverageDistributionRt
Net Vl Noncharitable Assets$370,442NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,959AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$104NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,063AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,695QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$104SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$104TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$104TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS F PETERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6083266387PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1110 EAST HAYDN STREETAddressLine1Txt
CityPRAIRIE DU CHIENCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53821ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLE SAYER
20890 CHANNEL DRIVEEXCELSIORMN55331DIRECTOR1.00$1,000$0$0
JANE L MULLEN
662 JENISA DRIVEST CLOUDMN56301DIRECTOR1.00$1,000$0$0
THOMAS F PETERSON
110 EAST HAYDEN STREETPRAIRIE DU CHIENWI53821DIRECTOR1.00$1,000$0$0
MARY JO RUHL
2740 NICHOLS LANEDAVENPORTIA52803DIRECTOR1.00$1,000$0$0
JOHN L PETERSON
4814 CHAMPIONS RUNMIDDLETONWI53562DIRECTOR1.00$1,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO 501(c)(3) ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$366,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,529AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$376,083TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$376,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$370,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,522MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,522MinimumInvestmentReturnAmt
Tax Based On Investment Income$104TaxBasedOnInvestmentIncomeAmt
Total Tax$104TotalTaxAmt
Distributable Before Adj$18,418DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,418DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,418DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,695QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$104PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,591AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,418DistributableAsAdjustedAmt
Undistributed Income PY$14,174UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,695QualifyingDistributionsAmt
Applied To Year1$14,174AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,521AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$15,897UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLARISSA C COOK HOSPICE HOUSE
2546 TECH DRIVEBETTENDORFIA52722NONENOT PRIVGENERAL DONATION$1,100
CROSS PLAINS BASEBALL
2410 MARTIN STREETCROSS PLAINSWI53528NONENOT PRIVGENERAL DONATION$1,000
CROSSING RIVERS HOSPITAL
37868 US 18PRAIRIE DU CHIENWI53821NONENOT PRIVGENERAL DONATION$2,000
GENESIS FOUNDATION PRESIDENTS CIRCLE
P O BOX 304PRINCETONNJ08542NONENOT PRIVGENERAL DONATION$1,500
PRAIRIE DU CHIEN CATHOLIC SCHOOL
515 NORTH BEAUMONT ROADPRAIRIE DU CHIENWI53821NONENOT PRIVSCHOLARSHIPS$5,200
PRAIRIE DU CHIEN CATHOLIC SCHOOL
515 NORTH BEAUMONT ROADPRAIRIE DU CHIENWI53821NONENOT PRIVBUILDING FUND$1,000
ST MARY'S CATHOLIC SCHOOL
312 SENECA STREETSTORM LAKEIA50588NONENOT PRIVGENERAL DONATION$2,600
ST PETER'S ON CAPITOL HILL
313 2ND STREET SEWASHINGTONDC20003NONENOT PRIVGENERAL DONATION$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,325ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,054ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,379ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,379TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,490Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,490DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionCarolyn M. & Leary E. Peterson Foundation EIN: 39-1936484 110 East Haydn Street, Prairie Du Chein, WI 53821 Tax Year Ending: May 31, 2015Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of: Undistributed income from the tax years ending: Tax Year Amount 5/31/2013 $14,174 Signed___________________________ Dated__________________________ Thomas F. Peterson, DirectorElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC$23,417$37,333
VERIZON COMMUNICATIONS$19,585$29,763
PFIZER INC DEL PV$20,829$38,572
MERCK & CO INC$22,473$42,926
PROCTER & GAMBLE CO$25,372$31,199
AT&T INC$25,617$30,706
CHEVRON CORP$26,909$27,295
E I DU PONT DE NEMOURS & CO$26,149$42,677
JOHNSON & JOHNSON COMPANY$26,071$40,657
INTEL CORP$28,945$40,284

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$205LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$205DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$70Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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