OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION (EIN 39-2034571)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-12
- IRS object ID
- 201533169349304218
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T14:31:25-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537088700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392034571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSHK | BusinessNameControlTxt |
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET NO 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL B TOWER | PersonNm |
| Person Title | INTERIM PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9204263993 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN HEMMING | PreparerPersonNm |
| PTIN | P00856805 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARL B TOWER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET NO 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,990,253 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSHKOSHAREACF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | RECEIVE & ACCEPT PROPERTY TO BE ADMINISTERED FOR THE BENEFIT OF THE PEOPLE & INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY, AND RIPON, WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 158 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,056,629 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,294,421 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,404 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,966,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,396,636 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,447 | PYOtherRevenueAmt |
| CY Other Revenue | $182,316 | CYOtherRevenueAmt |
| PY Total Revenue | $8,182,829 | PYTotalRevenueAmt |
| CY Total Revenue | $8,876,777 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,653,631 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,766,355 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $559,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $720,701 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $204,445 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $624,542 | PYOtherExpensesAmt |
| CY Other Expenses | $686,200 | CYOtherExpensesAmt |
| PY Total Expenses | $4,837,830 | PYTotalExpensesAmt |
| CY Total Expenses | $7,173,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,344,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,703,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,536,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,966,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,835,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,525,076 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,700,955 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,441,032 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION ACCOMPLISHES THIS THROUGH: LEADERSHIP AND FUNDING TO ADDRESS CURRENT AND EMERGING NEEDS; COLLABORATION AND PARTNERSHIPS WITH DONORS OR OTHERS TO ENSURE LASTING IMPACT; AND OUTSTANDING STEWARDSHIP AND INSPIRED PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,389,852 | ExpenseAmt |
| Grant | $5,766,355 | GrantAmt |
| Revenue | $3,404 | RevenueAmt |
| Desc | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS ORGANIZED TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE AND THE INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY AND RIPON, WISCONSIN. GRANTMAKING AND FUND DEVELOPMENT IS CONDUCTED: FOR ASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS; FOR PROMOTING EDUCATION AND SCIENTIFIC RESEARCH; FOR FURNISHING EDUCATIONAL OPPORTUNITIES TO INDIVIDUALS; FOR CARE OF THE SICK, AGED OR HELPLESS; TO IMPROVE LIVING CONDITIONS AND TO PROVIDE RECREATION FOR ALL CLASSES; TO ENHANCE AND PROMOTE ECONOMIC DEVELOPMENT; TO ENHANCE AND PROMOTE PHILANTHROPY; FOR OTHER CHARITABLE PURPOSES AS WILL BEST MAKE FOR THE MENTAL, MORAL AND PHYSICAL IMPROVEMENT OF THE INHABITANTS OF THE SERVICE AREA REGARDLESS OF RACE, COLOR OR CREED; TO DISTRIBUTE PROPERTY IN ACCORDANCE WITH THE TERMS OF GIFTS; TO DISTRIBUTE PROPERTY TO QUALIFIED CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $6,389,852 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SHEAHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204263993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DAVE ELBING | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LANG | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MALCZEWSKI | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SYLVIA MCDONALD | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN OLSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN PFAENDTNER | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER PRICKETT | |||||||
| BOARD MEMBER (THRU MARCH) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE ROUNDS | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SORENSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL SULLIVAN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH WYMAN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LASKY | |||||||
| BOARD PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON HIRSCHBERG | |||||||
| BOARD VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF TREMBLY | |||||||
| BOARD SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CATHERINE LUTHER | |||||||
| BOARD TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DIANE ABRAHAM | |||||||
| PRESIDENT & CEO | 40.00 | 1.00 | $146,490 | $0 | $19,025 | Yes (X) | |
| JENNIFER SHEAHAN | |||||||
| DIRECTOR OF FINANCE (BEG JULY) | 40.00 | 1.00 | $37,319 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $183,809 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,025 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $19,921 | FederatedCampaignsAmt |
| Government Grants | $357,646 | GovernmentGrantsAmt |
| All Other Contributions | $4,916,854 | AllOtherContributionsAmt |
| Noncash Contributions | $696,118 | NoncashContributionsAmt |
| Total Contributions | $5,294,421 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN INTEREST | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $3,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,404 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,404 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $934,785 | TotalRevenueColumnAmt |
| Exclusion | $934,785 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,575,327 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,112,773 | SecuritiesAmt |
| Other | $703 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,462,554 | SecuritiesAmt |
| Other | -$703 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,461,851 | TotalRevenueColumnAmt |
| Exclusion | $2,461,851 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $182,316 | TotalRevenueColumnAmt |
| Exclusion | $182,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $182,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,876,777 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,578,952 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,155,193 | TotalAmt |
| Program Services | $5,155,193 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,162 | TotalAmt |
| Program Services | $611,162 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,556 | TotalAmt |
| Program Services | $138,859 | ProgramServicesAmt |
| Management And General | $67,165 | ManagementAndGeneralAmt |
| Fundraising | $45,532 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,062 | TotalAmt |
| Program Services | $212,555 | ProgramServicesAmt |
| Management And General | $102,811 | ManagementAndGeneralAmt |
| Fundraising | $69,696 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,540 | TotalAmt |
| Program Services | $11,338 | ProgramServicesAmt |
| Management And General | $5,484 | ManagementAndGeneralAmt |
| Fundraising | $3,718 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,543 | TotalAmt |
| Program Services | $35,076 | ProgramServicesAmt |
| Management And General | $16,966 | ManagementAndGeneralAmt |
| Fundraising | $11,501 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,726 | TotalAmt |
| Program Services | $12,545 | ProgramServicesAmt |
| Management And General | $6,068 | ManagementAndGeneralAmt |
| Fundraising | $4,113 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,378 | TotalAmt |
| Management And General | $277,378 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,568 | TotalAmt |
| Program Services | $25,706 | ProgramServicesAmt |
| Management And General | $12,433 | ManagementAndGeneralAmt |
| Fundraising | $8,429 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,349 | TotalAmt |
| Program Services | $31,105 | ProgramServicesAmt |
| Management And General | $15,045 | ManagementAndGeneralAmt |
| Fundraising | $10,199 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,104 | TotalAmt |
| Program Services | $17,170 | ProgramServicesAmt |
| Management And General | $8,303 | ManagementAndGeneralAmt |
| Fundraising | $5,631 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,834 | TotalAmt |
| Program Services | $33,028 | ProgramServicesAmt |
| Management And General | $15,976 | ManagementAndGeneralAmt |
| Fundraising | $10,830 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,831 | TotalAmt |
| Program Services | $15,362 | ProgramServicesAmt |
| Management And General | $7,431 | ManagementAndGeneralAmt |
| Fundraising | $5,038 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,711 | TotalAmt |
| Program Services | $5,912 | ProgramServicesAmt |
| Management And General | $2,860 | ManagementAndGeneralAmt |
| Fundraising | $1,939 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,832 | TotalAmt |
| Program Services | $4,323 | ProgramServicesAmt |
| Management And General | $2,091 | ManagementAndGeneralAmt |
| Fundraising | $1,418 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,007 | TotalAmt |
| Program Services | $8,284 | ProgramServicesAmt |
| Management And General | $4,007 | ManagementAndGeneralAmt |
| Fundraising | $2,716 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,190 | TotalAmt |
| Program Services | $18,096 | ProgramServicesAmt |
| Management And General | $8,400 | ManagementAndGeneralAmt |
| Fundraising | $5,694 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,549 | TotalAmt |
| Program Services | $5,271 | ProgramServicesAmt |
| Management And General | $2,550 | ManagementAndGeneralAmt |
| Fundraising | $1,728 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATION | $26,773 | $14,779 | $7,148 | $4,846 |
| MEMBERSHIP DUES | $18,329 | $10,118 | $4,894 | $3,317 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,019 | TotalAmt |
| Program Services | $23,970 | ProgramServicesAmt |
| Management And General | $11,949 | ManagementAndGeneralAmt |
| Fundraising | $8,100 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,173,256 | TotalAmt |
| Program Services | $6,389,852 | ProgramServicesAmt |
| Management And General | $578,959 | ManagementAndGeneralAmt |
| Fundraising | $204,445 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,472 | BOYAmt |
| EOY | $566,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,067 | BOYAmt |
| EOY | $2,608,690 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,840 | BOYAmt |
| EOY | $219,787 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $878,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $204,669 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,938 | BOYAmt |
| EOY | $673,398 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,883,853 | BOYAmt |
| EOY | $54,682,126 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,221,668 | BOYAmt |
| EOY | $41,972,504 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,136 | BOYAmt |
| EOY | $1,996,636 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,356 | BOYAmt |
| EOY | $228,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,536,330 | BOYAmt |
| EOY | $102,966,108 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,430 | BOYAmt |
| EOY | $64,423 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,836,318 | BOYAmt |
| EOY | $3,004,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,810 | BOYAmt |
| EOY | $370,725 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,533,817 | BOYAmt |
| EOY | $38,085,428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,835,375 | BOYAmt |
| EOY | $41,525,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,552,613 | BOYAmt |
| EOY | $61,299,042 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,342 | BOYAmt |
| EOY | $141,990 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,700,955 | BOYAmt |
| EOY | $61,441,032 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,536,330 | BOYAmt |
| EOY | $102,966,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,703,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,960,932 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,512 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,197,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,309,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,358,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,056,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,294,421 | CurrentTaxYearAmt |
| Total | $25,216,972 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,197,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,309,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,358,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,056,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,294,421 | CurrentTaxYearAmt |
| Total | $25,216,972 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,772,914 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,444,058 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,037,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,168,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,141,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $854,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,785 | CurrentTaxYearAmt |
| Total | $5,137,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,354,250 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $533,931 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 129 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,083,761 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,273,435 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,768,079 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,537,060 | BeginningYearBalanceAmt |
| Contributions | $1,210,880 | ContributionsAmt |
| Investment Earnings Or Losses | -$152,062 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,129,534 | OtherExpendituresAmt |
| Administrative Expenses | $405,528 | AdministrativeExpensesAmt |
| End Year Balance | $20,060,816 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,301,858 | BeginningYearBalanceAmt |
| Contributions | $419,595 | ContributionsAmt |
| Investment Earnings Or Losses | $3,845,372 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $634,344 | OtherExpendituresAmt |
| Administrative Expenses | $395,421 | AdministrativeExpensesAmt |
| End Year Balance | $20,537,060 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,700,704 | BeginningYearBalanceAmt |
| Contributions | $723,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,813,152 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,107,951 | GrantsOrScholarshipsAmt |
| Other Expenditures | $457,740 | OtherExpendituresAmt |
| Administrative Expenses | $370,018 | AdministrativeExpensesAmt |
| End Year Balance | $17,301,858 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,883,845 | BeginningYearBalanceAmt |
| Contributions | $1,548,116 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $371,783 | OtherExpendituresAmt |
| Administrative Expenses | $334,685 | AdministrativeExpensesAmt |
| End Year Balance | $16,700,704 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,215,667 | BeginningYearBalanceAmt |
| Contributions | $1,087,236 | ContributionsAmt |
| Investment Earnings Or Losses | $2,545,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $635,859 | OtherExpendituresAmt |
| Administrative Expenses | $328,406 | AdministrativeExpensesAmt |
| End Year Balance | $15,883,845 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,000 | OtherCostOrOtherBasisAmt |
| Book Value | $137,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $639,188 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,299 | DepreciationAmt |
| Book Value | $506,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,370 | DepreciationAmt |
| Book Value | $29,509 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $673,398 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $15,136,612 | F |
| MONEY MARKET FUNDS | $5,101,004 | F |
| CERTIFICATES OF DEPOSIT | $397,088 | F |
| EQUITY & FIXED INCOME FUNDS | $21,337,800 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,972,504 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SPECIFIED BENEFICIARIES | $38,060,479 |
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $24,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,085,428 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,913,333 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,960,932 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,512 | OtherRevenueAmt |
| Revenue Not Reported | -$3,963,444 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,876,777 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,876,777 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,173,256 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,173,256 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,173,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. A DONOR AGREEMENT IS MAINTAINED FOR EACH INDIVIDUAL ENDOWMENT FUND THAT SPECIFIES THE PURPOSE OF THE FUND AND THE DURATION OF THE RESTRICTION. |
| PART X, LINE 2: | THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -2,512. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADVOCAP INC | |||||||
| 19 W FIRST STREET | FOND DU LAC | WI | 54936 | 391053365 | 501(C)(3) | $83,500 | PROGRAM SUPPORT |
| AURORA HEALTH FOUNDATION INC | |||||||
| 855 N WESTHAVEN DRIVE | OSHKOSH | WI | 54904 | 930828294 | 501(C)(3) | $5,509 | PROGRAM SUPPORT |
| BEAMING INC | |||||||
| POBOX 524 | NEENAH | WI | 54956 | 201797140 | 501(C)(3) | $7,800 | PROGRAM SUPPORT |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | |||||||
| PO BOX 230 | EGG HARBOR | WI | 54209 | 363032002 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| B'NAI ISRAEL TEMPLE | |||||||
| 1121 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 396281886 | 501(C)(3) | $9,400 | PROGRAM SUPPORT |
| BOYS' & GIRLS' BRIGADE ASSOCIATION INC | |||||||
| PO BOX 665 | NEENAH | WI | 54957 | 390813396 | 501(C)(3) | $6,500 | PROGRAM SUPPORT |
| BOYS AND GIRLS CLUB OF OSHKOSH INC | |||||||
| PO BOX 411 | OSHKOSH | WI | 54903 | 396120658 | 501(C)(3) | $580,937 | PROGRAM AND OPERATIONAL SUPPORT |
| CATALPA HEALTH INC | |||||||
| 444 N WESTHILL BOULEVARD | APPLETON | WI | 54914 | 454681563 | 501(C)(3) | $26,000 | PROGRAM SUPPORT |
| CATHOLIC FOUNDATION OF THE DIOCESE OF GREEN BAY INC | |||||||
| PO BOX 23825 | GREEN BAY | WI | 54305 | 391924921 | 501(C)(3) | $11,000 | PROGRAM SUPPORT |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17145 | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| CEREBRAL PALSY OF MIDEAST WISCONSIN INC | |||||||
| PO BOX 1241 | OSHKOSH | WI | 54903 | 396026845 | 501(C)(3) | $10,352 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| CHILDREN OF GOD RELIEF FUND INC | |||||||
| 1001 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | 133615655 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | |||||||
| 1416 S COMMERCIAL STREET | NEENAH | WI | 54956 | 391441770 | 501(C)(3) | $101,648 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| CITY OF OSHKOSH | |||||||
| 215 CHURCH STREET | OSHKOSH | WI | 54903 | 396005563 | CITY OF OSHKOSH | $174,198 | PROGRAM AND OPERATIONAL SUPPORT, CAPITAL CAMPAIGN |
| CLARITY CARE INC | |||||||
| 424 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 391569283 | 501(C)(3) | $27,565 | PROGRAM SUPPORT |
| COMMUNITY FOR HOPE OF GREATER OSHKOSH INC | |||||||
| 2700 W 9TH AVENUE SUITE 100 | OSHKOSH | WI | 54904 | 421532927 | 501(C)(3) | $6,830 | PROGRAM SUPPORT |
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | |||||||
| 4455 W LAWRENCE STREET | APPLETON | WI | 54914 | 391548450 | 501(C)(3) | $10,771 | COMMUNITY INITIATIVE |
| COMMUNITY HOSPICE FOUNDATION INC | |||||||
| PO BOX 1534 | APPLETON | WI | 54912 | 391511977 | 501(C)(3) | $7,653 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| CUSTOM CANINES SERVICE DOG ACADEMY INC | |||||||
| 6610 FIELDWOOD ROAD | MADISON | WI | 53718 | 263156085 | 501(C)(3) | $7,174 | PROGRAM SUPPORT |
| DAY BY DAY WARMING SHELTER INC | |||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | 275557420 | 501(C)(3) | $5,489 | PROGRAM AND OPERATIONAL SUPPORT |
| EVERGREEN RETIREMENT COMMUNITY INC | |||||||
| 1130 NORTH WESTFIELD STREET | OSHKOSH | WI | 54902 | 391081800 | 501(C)(3) | $8,980 | PROGRAM SUPPORT |
| FATHER CARR'S PLACE 2B LTD | |||||||
| 1062 N KOELLER ROAD | OSHKOSH | WI | 54902 | 391334342 | 501(C)(3) | $10,869 | OPERATIONAL SUPPORT |
| FEEDING AMERICA EASTERN WISCONSIN INC | |||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | 391384593 | 501(C)(3) | $43,220 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 137 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390824861 | 501(C)(3) | $59,000 | PROGRAM SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||
| PO BOX 100 | NEENAH | WI | 54957 | 390807226 | 501(C)(3) | $12,000 | PROGRAM AND OPERATIONAL SUPPORT |
| FOX VALLEY TECHNICAL COLLEGE FOUNDATION INC | |||||||
| 1825 N BLUEMOUND DRIVE | APPLETON | WI | 54914 | 391264389 | 501(C)(3) | $86,000 | PROGRAM SUPPORT |
| FRIENDS OF CAMP ANOKIJIG INC | |||||||
| W5639 ANOKIJIG LANE | PLYMOUTH | WI | 53073 | 203211411 | 501(C)(3) | $7,500 | PROGRAM SUPPORT |
| FRIENDS OF THE OSHKOSH AREA INC | |||||||
| PO BOX 3123 | OSHKOSH | WI | 54903 | 391713243 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| FRIENDS OF WISCONSIN PUBLIC TELEVISION INC | |||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | 237300462 | 501(C)(3) | $16,100 | PROGRAM SUPPORT |
| FRIENDSHIP PLACE INC | |||||||
| 220 N COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 501(C)(3) | $21,980 | PROGRAM SUPPORT |
| OMRO MAIN STREET PROGRAM | |||||||
| 130 W LARRABEE STREET | OMRO | WI | 54963 | 454047714 | 501(C)(3) | $22,000 | PROGRAM SUPPORT |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC | |||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 391016314 | 501(C)(3) | $7,815 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 2380 STATE HIGHWAY 44 SUITE B | OSHKOSH | WI | 54904 | 471058496 | 501(C)(3) | $150,000 | PROGRAM SUPPORT |
| GREEN LAKE COUNTY | |||||||
| 571 COUNTY ROAD A | GREEN LAKE | WI | 54941 | 396005700 | GREEN LAKE COUNTY | $5,062 | PROGRAM SUPPORT |
| GREEN LAKE COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES | |||||||
| 500 LAKE STEEL STREET | GREEN LAKE | WI | 54941 | 396005700 | GREEN LAKE COUNTY | $13,700 | PROGRAM SUPPORT |
| GREEN LAKE SCHOOL DISTRICT | |||||||
| 612 MILL STREET | GREEN LAKE | WI | 54941 | 396002336 | STATE OF WI | $6,204 | PROGRAM SUPPORT |
| HABITAT FOR HUMANITY OF OSHKOSH INC | |||||||
| PO BOX 2692 | OSHKOSH | WI | 54903 | 391657039 | 501(C)(3) | $55,000 | PROGRAM SUPPORT |
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC | |||||||
| 720 W FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 501(C)(3) | $22,000 | PROGRAM SUPPORT |
| HYSTERICAL PRODUCTIONS INC | |||||||
| 1426 WEST BENT AVENUE | OSHKOSH | WI | 54901 | 461404807 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| JAZZ CORNER SOCIETY INC | |||||||
| 3415 COMMERCE COURT | APPLETON | WI | 54915 | 391909647 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| JEWISH NATIONAL FUND - KEREN KAYEMETH LEISRAEL- INC | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | 131659627 | 501(C)(3) | $5,400 | PROGRAM SUPPORT |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - FOX CITIES & OSHKOSH | |||||||
| 300 N APPLETON STREET | APPLETON | WI | 54911 | 390826295 | 501(C)(3) | $47,000 | PROGRAM SUPPORT |
| LOURDES ACADEMY OF OSHKOSH WISCONSIN INC | |||||||
| 250 N SAWYER STREET | OSHKOSH | WI | 54902 | 391911111 | 501(C)(3) | $339,269 | PROGRAM AND OPERATIONAL SUPPORT |
| MERCY HEALTH FOUNDATION | |||||||
| 500 S OAKWOOD ROAD | OSHKOSH | WI | 54903 | 237140261 | 501(C)(3) | $62,090 | PROGRAM SUPPORT |
| MOST BLESSED SACRAMENT PARISH | |||||||
| 449 HIGH STREET | OSHKOSH | WI | 54901 | 390807271 | 501(C)(3) | $54,350 | PROGRAM SUPPORT |
| NAMI | |||||||
| 3803 FAIRFAX DRIVE 100 | ARLINGTON | VA | 22203 | 431201653 | 501(C)(3) | $25,000 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| NEW MENTAL HEALTH CONNECTION INC | |||||||
| PO BOX 374 | APPLETON | WI | 54912 | 452657700 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| NOVA COUNSELING SERVICES INC | |||||||
| 3240 JACKSON STREET | OSHKOSH | WI | 54901 | 391172266 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| OSHKOSH AREA COMMUNITY PANTRY INC | |||||||
| 2551 JACKSON STREET | OSHKOSH | WI | 54901 | 263714702 | 501(C)(3) | $31,111 | PROGRAM AND OPERATIONAL SUPPORT |
| OSHKOSH AREA HUMANE SOCIETY INC | |||||||
| 1925 SHELTER COURT | OSHKOSH | WI | 54901 | 391709813 | 501(C)(3) | $108,707 | PROGRAM SUPPORT |
| OSHKOSH AREA SCHOOL DISTRICT | |||||||
| 215 S EAGLE STREET | OSHKOSH | WI | 54903 | 391414354 | STATE OF WI | $95,818 | PROGRAM SUPPORT |
| OSHKOSH AREA UNITED WAY INC | |||||||
| 36 BROAD STREET 100 | OSHKOSH | WI | 54901 | 391017908 | 501(C)(3) | $104,512 | PROGRAM SUPPORT AND COMMUNITY INITIATIVE |
| OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| 120 JACKSON STREET | OSHKOSH | WI | 54901 | 260015746 | 501(C)(3) | $41,650 | PROGRAM SUPPORT |
| OSHKOSH COMMUNITY YMCA | |||||||
| 324 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 390878909 | 501(C)(3) | $1,195,701 | PROGRAM SUPPORT AND CAPITAL CAMPAIGN |
| OSHKOSH FAMILY INC | |||||||
| 36 BROAD STREET 300 | OSHKOSH | WI | 54901 | 390806160 | 501(C)(3) | $29,950 | PROGRAM SUPPORT |
| OSHKOSH NORTH HIGH SCHOOL | |||||||
| 1100 W SMITH AVENUE | OSHKOSH | WI | 54901 | 391414354 | STATE OF WI | $14,735 | PROGRAM SUPPORT |
| OSHKOSH OPERA HOUSE FOUNDATION INC | |||||||
| 222 PEARL AVENUE | OSHKOSH | WI | 54903 | 391569883 | 501(C)(3) | $43,016 | PROGRAM SUPPORT |
| OSHKOSH POLICE DEPARTMENT | |||||||
| 420 JACKSON STREET | OSHKOSH | WI | 54901 | 396005563 | CITY OF OSHKOSH | $80,000 | PROGRAM SUPPORT |
| OSHKOSH PUBLIC MUSEUM | |||||||
| 1331 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 396005563 | CITY OF OSHKOSH | $19,308 | PROGRAM AND OPERATIONAL SUPPORT |
| ROTARY INTERNATIONAL OSHKOSH ROTARY CLUB | |||||||
| PO BOX 785 | OSHKOSH | WI | 54903 | 390520365 | 501(C)(4) | $36,500 | PROGRAM SUPPORT |
| OSHKOSH SATURDAY FARMER'S MARKET INC | |||||||
| 518 W GRUENWALD AVENUE | OSHKOSH | WI | 54901 | 455135065 | 501(C)(3) | $9,139 | PROGRAM SUPPORT |
| OSHKOSH SENIORS CENTER | |||||||
| 200 N CAMPBELL ROAD | OSHKOSH | WI | 54902 | 396005563 | CITY OF OSHKOSH | $28,410 | PROGRAM SUPPORT |
| OSHKOSH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 522 | OSHKOSH | WI | 54901 | 396059075 | 501(C)(3) | $11,913 | PROGRAM AND OPERATIONAL SUPPORT |
| RIPON AREA SCHOOL DISTRICT | |||||||
| 1120 METOMEN STREET | RIPON | WI | 54971 | 396004200 | STATE OF WI | $7,695 | PROGRAM SUPPORT |
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 363245072 | 501(C)(3) | $64,694 | PROGRAM SUPPORT |
| SOLUTIONS RECOVERY INC | |||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | 392039973 | 501(C)(3) | $37,684 | ANNUAL DISTRIBUTION AND PROGRAM SUPPORT |
| ST RAPHAEL THE ARCHANGEL CATHOLIC CHURCH | |||||||
| 830 S WESTHAVEN DRIVE | OSHKOSH | WI | 54904 | 391162769 | 501(C)(3) | $9,080 | PROGRAM SUPPORT |
| STEP INDUSTRIES INC | |||||||
| 1010 STROHMEYER DRIVE | NEENAH | WI | 54956 | 391417716 | 501(C)(3) | $111,500 | PROGRAM SUPPORT |
| THE PAINE ART CENTER AND GARDENS INC | |||||||
| 1410 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 390785483 | 501(C)(3) | $183,227 | PROGRAM AND OPERATIONAL SUPPORT, CAPITAL CAMPAIGN |
| THE SALVATION ARMY | |||||||
| 417 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 362167910 | 501(C)(3) | $34,679 | PROGRAM AND OPERATIONAL SUPPORT |
| THE SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC | |||||||
| 1478 KENWOOD DRIVE STE 1 | MENASHA | WI | 54952 | 391214216 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| THRASHER OPERA HOUSE CORPORATION | |||||||
| 510 MILL STREET | GREEN LAKE | WI | 54941 | 391915602 | 501(C)(3) | $6,950 | PROGRAM SUPPORT |
| TRI-COUNTY COMMUNITY DENTAL CLINIC INC | |||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | 470862462 | 501(C)(3) | $44,371 | PROGRAM AND OPERATIONAL SUPPORT |
| UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC | |||||||
| 842 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | 396076856 | 501(C)(3) | $28,250 | PROGRAM SUPPORT AND HEAD START PROGRAM SUPPORT |
| VILLAGE OF WINNECONNE | |||||||
| 30 S 1ST STREET | WINNECONNE | WI | 54986 | 396006411 | VILLAGE OF WINNECONN | $6,241 | PROGRAM SUPPORT |
| WATERFEST INC | |||||||
| 120 JACKSON STREET | OSHKOSH | WI | 54901 | 391763649 | 501(C)(4) | $16,200 | PROGRAM SUPPORT |
| WINNEBAGO CONFLICT RESOLUTION CENTER INC | |||||||
| 415 JACKSON STREET ROOM 412 | OSHKOSH | WI | 54901 | 391677314 | 501(C)(3) | $36,700 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY HISTORICAL & ARCHAEOLOGICAL SOCIETY | |||||||
| 234 CHURCH AVENUE | OSHKOSH | WI | 54901 | 396413661 | WINNEBAGO COUNTY | $9,832 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY LITERACY COUNCIL INC | |||||||
| 106 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | 391679291 | 501(C)(3) | $44,316 | PROGRAM SUPPORT |
| WINNEBAGO COUNTY PUBLIC HEALTH DEPARTMENT | |||||||
| 112 OTTER AVENUE | OSHKOSH | WI | 54903 | 396005760 | WINNEBAGO COUNTY | $12,400 | PROGRAM SUPPORT |
| NAMI-OSHKOSH ALLIANCE FOR THE MENTALLY ILL | |||||||
| 525 N MAIN STREET | OSHKOSH | WI | 54903 | 391319759 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| NEENAH JOINT SCHOOL DISTRICT | |||||||
| 410 S COMMERCIAL STREET | NEENAH | WI | 54956 | 396003606 | STATE OF WI | $19,017 | PROGRAM SUPPORT |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 64 | GREEN LAKE | WI | 54941 | 450509538 | 501(C)(3) | $16,040 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 478 | RecipientCnt |
| Cash Grant | $611,162 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN MONITORING GRANTS, THE PROGRAM OFFICER REQUESTS A FINAL REPORT FOR ALL UNRESTRICTED AND FIELD OF INTEREST GRANTS AT THE END OF THEIR GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE ABRAHAM | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $141,051 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,439 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,890 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,135 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,515 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $696,118 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE OF DONATED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS ARE REPORTED BASED ON ACTUAL CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION HAS BROKERS TO SELL STOCK WHEN THE ACTUAL STOCK CERTIFICATES ARE RECEIVED. THE CORPORATION USES A REALTOR TO SELL LAND RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS FORM 990 AND THEN THE FORM 990 GOES BEFORE THE FULL BOARD TO BE REVIEWED AND APPROVED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY AND KEPT ON FILE. DURING BOARD MEETINGS, BOARD MEMBERS WHO HAVE A RELATIONSHIP WITH AN ISSUE BEING REVIEWED DO NOT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES NATIONAL DATA FROM THE NATIONAL COUNCIL ON FOUNDATIONS AS WELL AS LOCAL DATA FROM THE OSHKOSH CHAMBER OF COMMERCE SURVEYS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST IN THE ORGANIZATION'S OFFICE. FINANCIAL STATEMENTS CAN ALSO BE FOUND ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -2,512. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH AREA COMMUNITY PROPERTY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 OHIO STREET SUITE 100 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272441813 | EIN |
| Primary Activities | CONTRIBUTED PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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