HELIOS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HELIOS FOUNDATION INC (EIN 39-1532106)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-10-09
- IRS object ID
- 201402829349100605
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-09T17:13:53-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391101571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMLEY & SENSENBRENNER SC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 EAST WISCONSIN AVENUE | AddressLine1 |
| City | NEENAH | City |
| State | WI | State |
| ZIP Code | 54956 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391532106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELIOS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O SCHAPER BENZ & WISE INV CNSL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELI | BusinessNameControlTxt |
| Phone | 9207271137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 JEWELERS PARK SUITE 200 PO BOX | AddressLine1 |
| Address Line2 | 628 | AddressLine2 |
| City | NEENAH | City |
| State | WI | State |
| ZIP Code | 549570628 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9418944955 | PhoneNum |
| Signature | 2014-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L RUDD | PreparerPersonNm |
| PTIN | P01044363 | PTIN |
| Phone | 9207252601 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,905,021 | 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 | $96,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $182,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,844 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,363 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,481 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,566 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $637 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $171,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,028 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,258,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,248,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,046,120 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $639,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $538,021 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $556,340 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,370 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,794 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,794 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,163 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,147,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,056,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,905,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,147,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,056,410 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,147,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,147,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,056,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,147,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,056,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SLM CORP | 2011-11-18 | 2013-10-01 | $50,000 | $50,047 | -$47 | -$47 | |
| ABB VIE | 2010-02-12 | 2013-10-22 | $4,081 | $2,312 | $1,769 | $1,769 | |
| ABB VIE | 2007-03-30 | 2013-10-22 | $20,505 | $7,717 | $12,788 | $12,788 | |
| MOLEX - CLASS A | 2011-11-18 | 2013-10-23 | $46,082 | $24,129 | $21,953 | $21,953 | |
| MOLEX - CLASS A | 2011-11-18 | 2013-12-09 | $23,100 | $12,065 | $11,035 | $11,035 | |
| MOLEX - CLASS A | 2011-12-12 | 2013-12-09 | $26,950 | $13,971 | $12,979 | $12,979 | |
| MOLEX - CLASS A | 2013-04-24 | 2013-12-09 | $38,500 | $22,252 | $16,248 | $16,248 | |
| EXELON | 2008-01-10 | 2013-12-12 | $4,186 | $12,715 | -$8,529 | -$8,529 | |
| EXELON | 2010-09-22 | 2013-12-12 | $2,790 | $4,274 | -$1,484 | -$1,484 | |
| WASHINGTON REIT | 2012-06-29 | 2014-01-15 | $50,000 | $52,383 | -$2,383 | -$2,383 | |
| TEVA PHARMACEUTICAL | 2011-12-21 | 2014-02-20 | $24,009 | $20,908 | $3,101 | $3,101 | |
| TEVA PHARMACEUTICAL | 2011-11-18 | 2014-02-20 | $4,802 | $3,951 | $851 | $851 | |
| TEVA PHARMACEUTICAL | 2011-11-18 | 2014-04-01 | $21,037 | $15,803 | $5,234 | $5,234 | |
| TEVA PHARMACEUTICAL | 2012-12-24 | 2014-04-01 | $21,037 | $15,116 | $5,921 | $5,921 | |
| CAPITAL GAINS DIVIDENDS | $6,553 | $6,553 | $6,553 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $263,139 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,221,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,060,385 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $259,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,149,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062595 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $243,891 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,916,357 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062275 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,821,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065160 | DistributionYr5Rt |
| Total Distribution | 0.315314 | TotalDistributionRt |
| Average Distribution | 0.063063 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,693,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $296,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $297,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,981 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,709 | TaxDueAmt |
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 | LAURA GUY SCHAPER BENZ WISE INV | IndividualWithBooksNm |
| Phone | 9207271137 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 JEWELERS PARK SUITE 200 PO BOX | AddressLine1 |
| Address Line2 | 628 | AddressLine2 |
| City | NEENAH | City |
| State | WI | State |
| ZIP Code | 549570628 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| MARJORIE KIEWIT | |||||||||
| 99 FLORENCE STREET 20-5A | CHESTNUT HILL | MA | 02167 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| NANCY MCLOUGHLIN | |||||||||
| 255 CEDAR ROAD | MYSTIC | CT | 06355 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| PAT MCLOUGHLIN | |||||||||
| 15 COVE STREET | NOANK | CT | 06340 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DANIEL JACOB | |||||||||
| 9 SOUTH RUSSELL STREET APT 5 | BOSTON | MA | 02114 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JULIANA KELLY | |||||||||
| 101 MAIN STREET NE 4 | MINNEAPOLIS | MN | 55413 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| CHRISTINA AALFS | |||||||||
| 2041 MINOR AVE E | SEATTLE | WA | 98102 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BARBARA AALFS | |||||||||
| 4208 PERRY WAY | SIOUX CITY | IA | 51104 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| LINDA JACOB | |||||||||
| 62 BEECH ROAD | BROOKLINE | MA | 02446 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BEN MCLOUGHLIN | |||||||||
| PO BOX 696 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DAVID JACOB | |||||||||
| 62 BEECH ROAD | BROOKLINE | MA | 02446 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| BETSEY THOMSON | |||||||||
| 9226 NE 20TH STREET | CLYDE HILL | WA | 98004 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JOHN BUCHANAN | |||||||||
| 3305 WALDEN LANE UNIT C | OSHKOSH | WI | 54904 | DIRECTOR/PRESIDENT | 2.00 | $10,000 | $0 | $0 | |
| SCHAPER BENZ WISE INVESTMENT CNSL | |||||||||
| 18 JEWELERS PARK SUITE 200 PO BOX | NEENAH | WI | 549570628 | ADMINISTRATOR | 40.00 | $27,844 | $0 | $0 | 628 |
| 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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,505,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,765,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,765,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,693,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,949 | TotalTaxAmt |
| Distributable Before Adj | $231,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,981 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,789 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,597 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,241 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $271,350 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $60,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,789 | ExcessFromYear4Amt |
| Excess From Year3 | $54,597 | ExcessFromYear3Amt |
| Excess From Year2 | $55,279 | ExcessFromYear2Amt |
| Excess From Year1 | $49,507 | ExcessFromYear1Amt |
| Excess From Current Year | $1,241 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE KIEWIT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HELIOS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 JEWELERS PARK SUITE 200 PO BOX | AddressLine1 |
| Address Line2 | 628 | AddressLine2 |
| City | NEENAH | City |
| State | WI | State |
| ZIP Code | 549570628 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9207271137 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| MSPCA | ||||||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | |||
| BRIGHT SIDE OF THE ROAD FOUNDATION | ||||||||||
| PO BOX 192 | CHAGRIN FALLS | OH | 44022 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 | |||
| LAWRENCE UNIVERSITY | ||||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PUBLIC | FOR THE JAMES P. BUCHANAN SCHOLARSHIP FUND | $15,000 | |||
| MYSTIC & NOANK LIBRARY | ||||||||||
| 40 LIBRARY ST | MYSTIC | CT | 06355 | N/A | PUBLIC | GENERAL SUPPORT | $17,000 | |||
| MUSIC HAVEN | ||||||||||
| 117 WHALLEY AVE | NEW HAVEN | CT | 06511 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |||
| CLAREMONT SCHOOL OF THEOLOGY | ||||||||||
| 1325 N COLLEGE AVE | CLAREMONT | CA | 91711 | N/A | PUBLIC | FOR CENTER FOR PROCESS STUDIES | $40,000 | |||
| MASIPHUMELELE CORPORATION | ||||||||||
| N/A | PUBLIC | GENERAL SUPPORT | $5,000 | POSTNET SUN VALLEY 537 | CAPE TOWN | SF | ||||
| CONGREGATION KEHILLATH ISRAEL | ||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | N/A | PUBLIC | GENERAL SUPPORT | $20,500 | |||
| CONGREGATION KEHILLATH ISRAEL | ||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | N/A | PUBLIC | GENERAL SUPPORT | $5,500 | |||
| CHILDHAVEN | ||||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | N/A | PUBLIC | GENERAL SUPPORT | $6,000 | |||
| CRESTED BUTTE LAND TRUST | ||||||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | MCLOUGHLIN FAMILY ENVIRONMENTAL GRANT | $2,000 | |||
| CULTURAL HERITAGE IMAGING | ||||||||||
| 2325 3RD STREET SUITE 323 | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| CRADLES TO CRAYONS | ||||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PUBLIC | GENERAL SUPPORT | $6,000 | |||
| JACKSON RECOVERY CENTERS | ||||||||||
| 800 5TH STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | CHILD & ADOLESCENT RECOVERY HOSPITAL | $20,000 | |||
| FARM AID | ||||||||||
| 501 CAMBRIDGE STREET 3RD FLOOR | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | GENERAL SUPPORT | $6,000 | |||
| BOYS AND GIRLS HOME OF SIOUX CITY | ||||||||||
| PO BOX 1197 | SIOUX CITY | IA | 51102 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |||
| FRIENDS OF HIGH CLIFF PARK | ||||||||||
| N7630 STATE PARK ROAD | SHERWOOD | WI | 54169 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 | |||
| HIGH COUNTRY CITIZENS ALLIANCE | ||||||||||
| 724 ELK AVENUE | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 | |||
| GROTON OPEN SPACE ASSN | ||||||||||
| PO BOX 9187 | GROTON | CT | 063409187 | N/A | PUBLIC | ACQUISITION OF AVERY FARM | $6,000 | |||
| MINNESOTA ZOO FOUNDATION | ||||||||||
| 13000 ZOO BLVD | APPLE VALLEY | MN | 55124 | N/A | PUBLIC | CONSERVATION CAROUSEL | $5,000 | |||
| MOUNTAIN ROOTS FOOD PROJECT | ||||||||||
| PO BOX 4163 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 | |||
| MYSTIC AREA SHELTER AND HOSPITALITY | ||||||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 | |||
| ADVOCATES FOR SURVIVORS OF DOMESTIC VIOLENCE | ||||||||||
| PO BOX 3216 | HAILEY | ID | 83333 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 | |||
| WOOD RIVER LAND TRUST | ||||||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC | AALFS FAMILY ENVIRONMENTAL GRANT | $2,500 | |||
| BLAINE COUNTY HUNGER COALITION | ||||||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| NEW COLLEGE FOUNDATION | ||||||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 342432109 | N/A | PUBLIC | FOR NEW MUSIC NEW COLLEGE | $2,000 | |||
| NURTURE | ||||||||||
| PO BOX 2240 | SUN VALLEY | ID | 83353 | N/A | PUBLIC | NURTURE IDAHO | $1,000 | |||
| WOMEN AWARE | ||||||||||
| 250 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |||
| SIOUXLAND CARES ABOUT SUBSTANCE ABUSE | ||||||||||
| 101 PIERCE STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | SIOUXLAND CARES AND COMPREHENSIVE STRATEGY | $5,000 | |||
| ST THOMAS EPISCOPAL CHURCH | ||||||||||
| 406 12TH STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | FOOD PANTRY | $6,000 | |||
| UNITED WAY OF SIOUXLAND | ||||||||||
| 701 STEUBEN STREET | SIOUX CITY | IA | 51101 | N/A | PUBLIC | FOR WOMEN UNITED | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,500 | 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 |
| Related Or Exempt Function Incm | $96,497 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $85,989 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $182,486 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,486 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACHED | BondNm |
| EOY Book Value | $538,021 | EOYBookValueAmt |
| EOYFMV | $556,340 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHED | StockNm |
| EOY Book Value | $2,248,681 | EOYBookValueAmt |
| EOYFMV | $4,046,120 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $61,886 | BookValueAmt |
| EOYFMV | $95,370 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,566 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS - SEE ATTACHED | Desc |
| BOY Book Value | $15,794 | BOYBookValueAmt |
| EOY Book Value | $15,794 | EOYBookValueAmt |
| EOYFMV | $15,163 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,092 | $0 | $0 |
| FOREIGN TAX WITHHELD | $637 | $637 | $0 |
| PAYROLL TAXES | $2,293 | $0 | $0 |
Comments