WICKER FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WICKER FAMILY FOUNDATION (EIN 41-1990788)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201403219349102515
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T14:29:37-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN416192096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOYUM & BARENSCHEER PLLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13050 METRO DR STE 200AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code554251515ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411990788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WICKER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWICKBusinessNameControlTxt
Phone6512336383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WICKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6512336383PhoneNum
Signature2014-11-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID POTTSPreparerPersonNm
PTINP00593324PTIN
Phone9528544244PhoneNum
Preparation2014-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

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

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$687AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$688AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$13TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,291TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$5,145TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,146TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,691TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,847TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,622TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,466ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,765CashBOYAmt
Other Investments BOY$300,000OtherInvestmentsBOYAmt
Other Investments EOY$300,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$300,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$331,765TotalAssetsBOYAmt
Total Assets EOY$300,000TotalAssetsEOYAmt
Total Assets EOYFMV$300,000TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,122AccountsPayableBOYAmt
Accounts Payable EOY$823AccountsPayableEOYAmt
Total Liabilities BOY$8,122TotalLiabilitiesBOYAmt
Total Liabilities EOY$823TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$323,643UnrestrictedBOYAmt
Unrestricted EOY$299,177UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$323,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$299,177TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$331,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$300,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$323,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,466ExcessRevenueOverExpensesAmt
Subtotal$299,177SubtotalAmt
Tot Net Ast Or Fund Balances EOY$299,177TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$67,962AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$374,562NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.181444DistributionYr1Rt
Adjusted Qlfy Distri Yr2$63,181AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$217,155NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.290949DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,323AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$619,081NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.213741DistributionYr3Rt
Adjusted Qlfy Distri Yr4$128,388AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$967,614NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.132685DistributionYr4Rt
Adjusted Qlfy Distri Yr5$166,229AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,316,972NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.126221DistributionYr5Rt
Total Distribution0.945040TotalDistributionRt
Average Distribution0.189008AverageDistributionRt
Net Vl Noncharitable Assets$311,144NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,809AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$58,809AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,622QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID P WICKER
9255 IVY AVENUE NORTHGRANTMN55082PRESIDENT5.00$0$0$0
MARY B WICKER
9255 IVY AVENUE NORTHGRANTMN55082DIRECTOR1.00$0$0$0
MARK W GREINER
900 SECOND AVE SOUTH 1100MINNEAPOLISMN55402ASST SECRETA0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS ESTABLISHED TO MEET THE NEEDS OF SELECTED LOCAL NON-PROFITS.Description1Txt
Expenses1$18,622Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$300,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$315,882TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$315,882AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$311,144NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,557MinimumInvestmentReturnAmt
Distributable Before Adj$15,557DistributableBeforeAdjAmt
Distributable Before Ded$15,557DistributableBeforeDedAmt
Distributable As Adjusted$15,557DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,622ExpensesAndContributionsAmt
Qualifying Distributions$18,622QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,622AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,557DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$140,849ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$128,388ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$132,323ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,498ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,234ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$513,292TotalExcessDistributionCyovAmt
Qualifying Distributions$18,622QualifyingDistributionsAmt
Applied To Current Year$15,557AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,065RemainingDistriFromCorpusAmt
Total Corpus$516,357TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$140,849ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$375,508ExcessDistriCyovToNextYrAmt
Excess From Year4$128,388ExcessFromYear4Amt
Excess From Year3$132,323ExcessFromYear3Amt
Excess From Year2$62,498ExcessFromYear2Amt
Excess From Year1$49,234ExcessFromYear1Amt
Excess From Current Year$3,065ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID WICKERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Recipient Phone6512336383RecipientPhoneNum
Submission DeadlinesNO DEADLINES DEFINED.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS DEFINED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PCI
STPAULSTPAULMN55106N/AGENERAL SUPPORT$11,400
ALZHEIMERS ASSOCIATION OF AMERICA
STPAULSTPAULMN55106N/AGENERAL SUPPORT$250
STMARYS SPRINGS HIGH SCHOOL
STPAULSTPAULMN55106N/AGENERAL SUPPORT$500
UWEC FOUNDATION
STPAULSTPAULMN55106N/AGENERAL SUPPORT$500
FIRST GIVING - BIG BROTHERSBIG SIS
STPAULSTPAULMN55106N/AGENERAL SUPPORT$100
MISC
STPAULSTPAULMN55106N/AGENERAL SUPPORT$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,775TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,375Amt
Net Investment Income$687NetInvestmentIncomeAmt
Disbursements Charitable Prps$688DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

DAVID P WICKER
MARY B WICKER
MARK W GREINER

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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