MALCOLM STACK FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MALCOLM STACK FOUNDATION INC (EIN 39-2018087)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-24
- IRS object ID
- 201532369349100313
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-24T16:08:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391659894 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEICHER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 DEMING WAY SUITE 300 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392018087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM STACK FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BELL LABORATORIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALC | BusinessNameControlTxt |
| Phone | 6082419572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3699 KINSMAN BOULEVARD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HUGHES | PersonNm |
| Person Title | TREASURER/SECRETARY | PersonTitleTxt |
| Phone | 6082419572 | PhoneNum |
| Signature | 2015-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEICHER CPAS LLP | PreparerPersonNm |
| PTIN | P01081850 | PTIN |
| Phone | 6088261900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,137,214 | 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 | $158,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,266,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,661 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $365,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,323 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $73,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,168 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,168 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,760 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,373 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,188 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,406 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,139 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,470 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $290,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,079 | CashBOYAmt |
| Cash EOY | $39,503 | CashEOYAmt |
| Cash EOYFMV | $39,503 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $168,349 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,989 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $609,359 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $622,140 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $609,359 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $609,359 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,437,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,347,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,432,034 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,405,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,307,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,305,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $305,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $601,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $661,939 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,779,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $198,624 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,552,812 | LandBOYAmt |
| Land EOY | $1,581,337 | LandEOYAmt |
| Land EOYFMV | $958,102 | LandEOYFMVAmt |
| Total Assets BOY | $6,531,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,618,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,137,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $6,531,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,618,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,531,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,618,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,531,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,618,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,531,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,618,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,618,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BAIRD 1246-3795 - SEE ATTACHMENT | P | $207,411 | $155,150 | $52,261 | $52,261 |
| BAIRD 3669-9532 - SEE ATTACHMENT | P | $3,409 | $1,836 | $1,573 | $1,573 |
| BAIRD 3669-9532 - SEE ATTACHMENT` | P | $18,879 | $8,482 | $10,397 | $10,397 |
| SCHWAB 7566-4180 - SEE ATTACHMENT | P | $28,071 | $30,523 | -$2,452 | -$2,452 |
| SCHWAB 7621-3160 - SEE ATTACHMENT | P | $1,630 | $881 | $749 | $749 |
| SCHWAB 7621-3160 - SEE ATTACHMENT | P | $4,789 | $1,243 | $3,546 | $3,546 |
| PLUMB TRUST COMPANY - SEE ATTACHMENT | P | $350,656 | $311,300 | $39,356 | $39,356 |
| PLUMB TRUST COMPANY - SEE ATTACHMENT | P | $649,332 | $550,882 | $98,450 | $98,450 |
| CAPITAL GAINS DIVIDENDS | P | $2,781 | $2,781 | $2,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,661 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $167,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,932,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,508,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $280,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,568,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $284,361 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,533,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,779 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,747,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046371 | DistributionYr5Rt |
| Total Distribution | 0.239398 | TotalDistributionRt |
| Average Distribution | 0.047880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,384,043 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $257,788 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,909 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $260,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,894 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $183 | OverpaymentAmt |
| Applied To ES Tax | $183 | 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 | LINDA HUGHES | IndividualWithBooksNm |
| Phone | 6082419572 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3699 KINSMAN BLVD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA S HUGHES | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | TREASURER/SECRETARY | 2.00 | $0 | $0 | $0 |
| ANNE M CONNOR | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA LOCKE | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | VICE PRESIDENT | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MALCOLM STACK FOUNDATION, INC WAS ORGANIZED AND OPERATES TO CONSERVE AND PRESERVE SIGNIFICANT NATURAL RESOURCES. THE FOUNDATION CONDUCTS THE FOLLOWING ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSES:LAND CONSERVATION: THE FOUNDATION HAS 148 ACRES OF LAND THAT IS LOCATED WEST OF THE VILLAGE OF RIDGEWAY, IOWA COUNTY, WISCONSIN AND IS UNIQUE IN BOTH ITS GEOLOGICAL FORMATION AND PRISTINE HABITAT. CURRENTLY, THERE ARE NATURE TRAILS FOR WALKING AND HORSEBACK RIDING ON THE LAND. THE FOUNDATION WORKS TO PRESERVE THE LAND'S NATURAL BEAUTY THROUGH LAND MANAGEMENT TECHNIQUES AND MAINTENANCE ACTIVITIES. | Description1Txt |
| Expenses1 | $210,593 | Expenses1Amt |
| Description2 | EQUESTRIAN ACTIVITIES: THE FOUNDATION SPONSORS AND HOSTS WORKSHOPS GIVEN BY VARIOUS NATIONAL AND REGIONAL EQUESTRIAN ASSOCIATIONS. THE WORKSHOPS ARE HELD ON THE LAND AND ARE OPEN TO INTERESTED AND QUALIFIED MEMBERS OF THE GENERAL PUBLIC.EDUCATIONAL ACTIVITIES: THE FOUNDATION PERIODICALLY MAKES THE LAND AVAILABLE TO ELEMENTARY AND SECONDARY SCHOOL-AGED CHILDREN AND OTHER CONSERVATION-ORIENTED NONPROFIT ORGANIZATIONS, TO STUDY VEGETATION AND LAND FORMATION THAT IS UNIQUE TO SOUTHWESTERN WISCONSIN.ADMINISTRATION BUILDING: THE ADMINISTRATION BUILDING WAS BUILT ON THE LAND FOR USE IN THE FOUNDATION'S EXEMPT PURPOSES. FOR A NOMINAL FEE, THE FOUNDATION PROVIDES VARIOUS NON-PROFIT, CONSERVATION ORGANIZATIONS WITH ACCESS TO ITS ADMINISTRATION BUILDING FOR ORGANIZATIONAL MEETINGS OR FOR A PLACE TO STUDY THE NATURAL HABITAT OF THE LAND. | Description2Txt |
| Expenses2 | $26,060 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,280,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,466,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,466,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,384,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,817 | TotalTaxAmt |
| Distributable Before Adj | $263,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $48,650 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $232,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $30,491 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-06-18 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PLAYERS THEATRE | |||||||
| 5950 GOLF COURSE RD | SPRING GREEN | WI | 53588 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| RIDGEWAY ELEMENTARY | |||||||
| 208 JARVIS ST | RIDGEWAY | WI | 53582 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| CARBONE CENTER CENTER | |||||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| UW OSHKOSH | |||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | SCHOLARSHIP | PROGRAM SUPPORT | $1,500 |
| DAVIS PHINNEY FOUNDATION | |||||||
| 1722 14TH ST SUITE 150 | BOULDER | CO | 80302 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| UW LA CROSSE | |||||||
| 1725 STATE ST | LA CROSSE | WI | 54601 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| EVANS SCHOLARS | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | NONE | PUBLIC | PROGRAM SUPPORT | $4,200 |
| FRIENDS OF MSCR | |||||||
| 3802 REGENT ST | MADISON | WI | 53705 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| OCCUPAWS | |||||||
| PO BOX 45857 | MADISON | WI | 53744 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| UW MADISON | |||||||
| 100 BASCOM HALL | MADISON | WI | 53706 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| UW FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,200 | 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 | $158,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,661 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $365,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $365,323 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEICHER & ASSOCIATES | CategoryTxt |
| Amt | $8,373 | Amt |
| Net Investment Income | $8,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLUMB - SEE STATEMENT | $745,979 | $743,050 |
| BAIRD 1246-3795 - SEE STATEMENT | $0 | $0 |
| SCHWAB 7553-4151 - SEE STATEMENT | $561,996 | $562,238 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLUMB - SEE STATEMENT | $1,507,637 | $2,194,515 |
| BAIRD 1246-3795 - SEE STATEMENT | $0 | $0 |
| BAIRD 3669-9532 - SEE STATEMENT | $0 | $0 |
| BAIRD 4770-8664 - SEE STATEMENT | $0 | $0 |
| SCHWAB 7566-4180 - SEE STATEMENT | $665,340 | $976,149 |
| SCHWAB 7621-3160 - SEE STATEMENT | $174,505 | $261,370 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PLUMB - SEE STATEMENT | AT COST | $417,301 | $457,478 |
| SCHWAB 7553-4151 - SEE STATEMENT | AT COST | $177,432 | $195,464 |
| SCHWAB 7621-3160 - SEE STATEMENT | AT COST | $6,723 | $8,997 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUARLES AND BRADY | $1,440 | $1,440 | $0 |
| MELLI LAW FIRM | $320 | $320 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $6,405 | $0 | $6,405 |
| INSURANCE | $8,454 | $0 | $8,453 |
| REPAIRS & MAINTENANCE | $19,079 | $0 | $19,079 |
| TELEPHONE & INTERNET | $430 | $0 | $430 |
| OFFICE SUPPLIES AND EXPENSES | $2,730 | $0 | $2,730 |
| SUPPLIES | $10,373 | $0 | $10,373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAIRD INVESTMENT FEES | $13,087 | $13,087 | $0 |
| PLUMB TRUST COMPANY | $32,375 | $32,375 | $0 |
| SCHWAB INVESTMENT FEES | $8,686 | $8,686 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $155 | $0 | $155 |
| PAYROLL TAXES | $5,251 | $0 | $5,251 |
| 990 INVESTMENT TAX | $9,863 | $9,863 | $0 |
| FOREIGN TAX | $325 | $325 | $0 |
Comments